Company lists · Data refreshed September 2026
Top 25 Investment tracking platforms based in the United States
RevenueBase identified 183 company matches for investment tracking platforms associated with the United States as of September 2026 and tracks 5,743 professional contacts across them, including 2,114 with verified work emails. New York is the largest hub.
This list covers company matches for investment tracking platforms associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest investment tracking platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 3,771 contacts → | ||||
Exact match “Trade.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 434 contacts → | ||||
Exact match “Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 209 contacts → | ||||
Exact match “At Investor's Business Daily, our mission is to help our subscribers make more money in the stock market.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 183 contacts → | ||||
Exact match “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 72 contacts → | ||||
Exact match “Investors like General Catalyst, Bessemer Venture Partners, and Accel use Standard Metrics to streamline partner meetings, portfolio reviews, LP reporting, valuations processes…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 67 contacts → | ||||
Exact match “SRAX is a financial technology company that unlocks data and insights for publicly traded companies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 51 contacts → | ||||
Exact match “The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 45 contacts → | ||||
Exact match “FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 43 contacts → | ||||
Exact match “Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 32 contacts → | ||||
Exact match “Valitana is dedicated to building intuitive, integrated, and customizable platforms for modern investment professionals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 29 contacts → | ||||
Exact match “Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 27 contacts → | ||||
Exact match “Investment Metrics, a Confluence Company, is a leading global provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 23 contacts → | ||||
Exact match “Copia’s WealthOS gives wealth owners & managers the ability to analyze, track and engage with all their assets.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 16 contacts → | ||||
Exact match “THINKalpha is a forward-thinking investment technology platform that enables investors to generate ideas, test and refine investment thesis and execute their strategies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 16 contacts → | ||||
Exact match “Founded out of Carnegie Mellon University’s Swartz Center in 2019.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 13 contacts → | ||||
Exact match “TIKR.com serves individual investors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 13 contacts → | ||||
Exact match “Navigating crypto taxes like Form 8949 and Schedule 1 can be daunting for investors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 12 contacts → | ||||
Exact match “At Insight Folios our job is to make the complications surrounding Wall Street understandable and accessible.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 12 contacts → | ||||
Exact match “All investors deserve access to institutional-quality financial intelligence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 12 contacts → | ||||
Exact match “Invest in anything, anywhere.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 12 contacts → | ||||
Exact match “ValueGlance is a personal investing tool that helps you find high-quality stocks for long-term investing.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 11 contacts → | ||||
Exact match “VectorVest provides the only stock analysis software packages that combine the insight of fundamental valuation with the power of technical analysis.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 11 contacts → | ||||
Exact match “Invo is building the future of trading.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 10 contacts → | ||||
Exact match “Lucky Trader is an analytics, tools, and content platform that functions as the “on-ramp” to the highway that is modern finance.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 9 contacts → | ||||
Exact match “Forest System’s reporting platform fully integrates a complete, double-entry general ledger (G/L) accounting system with an investment tracking capability that covers an extensive…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “investment tracking platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 183 investment tracking platforms based in the United States
See the full list, filter by size, metro and specialty, and access 2,114 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Investment tracking platforms based in the United States at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 183 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “investment tracking platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 2,114 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Investment tracking platforms by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investment tracking platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment tracking platforms are there based in the United States?
RevenueBase identified 183 company matches for investment tracking platforms associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Robinhood tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most investment tracking platforms?
New York leads with 26 company records, followed by San Francisco (15) and Los Angeles (7).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 2,114 professional contacts with verified work emails tracked across these 183 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 183 investment tracking platforms based in the United States. Start with a free account, no credit card.
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Investment tracking platforms by geography
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment tracking platforms based in London, United Kingdom
- Investment tracking platforms based in New York, United States
- Investment tracking platforms based in Brazil
- Investment tracking platforms based in India
- Investment tracking platforms based in the United Kingdom
- AI companies based in the United States
Company intelligence · public preview
Top 25 investment tracking platforms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 183 matching company records for investment tracking platforms based in the United States, with 5,743 tracked contacts and 2,114 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment tracking platforms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Robinhoodrobinhood.comHQ: Menlo Park, CA, United StatesReported employees: 1,001-5,000 | Menlo Park, CA, United States | 1,001-5,000 | Exact match | 3,771 contacts → |
“Trade.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Publicpublic.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 434 contacts → |
“Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Investor's Business Dailyinvestors.comHQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 209 contacts → |
“At Investor's Business Daily, our mission is to help our subscribers make more money in the stock market.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Ychartsycharts.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 183 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Standard Metricsstandardmetrics.ioHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 72 contacts → |
“Investors like General Catalyst, Bessemer Venture Partners, and Accel use Standard Metrics to streamline partner meetings, portfolio reviews, LP reporting, valuations processes…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  SRAXsrax.comHQ: Westlake Village, CA, United StatesReported employees: 201-500 | Westlake Village, CA, United States | 201-500 | Exact match | 67 contacts → |
“SRAX is a financial technology company that unlocks data and insights for publicly traded companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Tradesmith, LLCtradesmith.comHQ: Tampa, FL, United StatesReported employees: 51-200 | Tampa, FL, United States | 51-200 | Exact match | 51 contacts → |
“The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Portware, A Factset Companyfactset.comHQ: Nyc, NY, United StatesReported employees: Not recorded | Nyc, NY, United States | Not recorded | Exact match | 45 contacts → |
“FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Koyfinkoyfin.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 43 contacts → |
“Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Valitanavalitana.comHQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 32 contacts → |
“Valitana is dedicated to building intuitive, integrated, and customizable platforms for modern investment professionals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Pave Financepavefinance.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 29 contacts → |
“Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Investment Metricsinvmetrics.comHQ: Norwalk, CT, United StatesReported employees: 51-200 | Norwalk, CT, United States | 51-200 | Exact match | 27 contacts → |
“Investment Metrics, a Confluence Company, is a leading global provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Copia Wealth Studioscopiawealthstudios.comHQ: Slackhq, United StatesReported employees: 11-50 | Slackhq, United States | 11-50 | Exact match | 23 contacts → |
“Copia’s WealthOS gives wealth owners & managers the ability to analyze, track and engage with all their assets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Thinkalphathinkalpha.ioHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 16 contacts → |
“THINKalpha is a forward-thinking investment technology platform that enables investors to generate ideas, test and refine investment thesis and execute their strategies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Troutwoodtroutwood.comHQ: Pittsburgh, PA, United StatesReported employees: 11-50 | Pittsburgh, PA, United States | 11-50 | Exact match | 16 contacts → |
“Founded out of Carnegie Mellon University’s Swartz Center in 2019.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  tikr.comtikr.comHQ: TX, United StatesReported employees: 11-50 | TX, United States | 11-50 | Exact match | 13 contacts → |
“TIKR.com serves individual investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  CRPTMcrptm.comHQ: Delaware, DE, United StatesReported employees: 11-50 | Delaware, DE, United States | 11-50 | Exact match | 13 contacts → |
“Navigating crypto taxes like Form 8949 and Schedule 1 can be daunting for investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Insight Foliosinsightfolios.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 12 contacts → |
“At Insight Folios our job is to make the complications surrounding Wall Street understandable and accessible.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Atom Financeatom.financeHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 12 contacts → |
“All investors deserve access to institutional-quality financial intelligence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  ROIgetroi.appHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 12 contacts → |
“Invest in anything, anywhere.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Valueglancevalueglance.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 12 contacts → |
“ValueGlance is a personal investing tool that helps you find high-quality stocks for long-term investing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Vectorvest, INCvectorvest.com HQ: Akron, OH, United StatesReported employees: 51-200 | Akron, OH, United States | 51-200 | Exact match | 11 contacts → |
“VectorVest provides the only stock analysis software packages that combine the insight of fundamental valuation with the power of technical analysis.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | INVOinvolio.com HQ: Scottsdale, AZ, United StatesReported employees: 1-10 | Scottsdale, AZ, United States | 1-10 | Exact match | 11 contacts → |
“Invo is building the future of trading.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Lucky Traderluckytrader.comHQ: Miami Beach, FL, United StatesReported employees: 1-10 | Miami Beach, FL, United States | 1-10 | Exact match | 10 contacts → |
“Lucky Trader is an analytics, tools, and content platform that functions as the “on-ramp” to the highway that is modern finance.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Forest Systemsforestsystems.comHQ: Mountain View, CA, United StatesReported employees: 1-10 | Mountain View, CA, United States | 1-10 | Exact match | 9 contacts → |
“Forest System’s reporting platform fully integrates a complete, double-entry general ledger (G/L) accounting system with an investment tracking capability that covers an extensive…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 183 company matches
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Investment tracking platforms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
183 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 183 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment tracking platforms by metro
Questions about this company list
What does Exact match mean for investment tracking platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment tracking platforms did RevenueBase find based in the United States?
The saved snapshot records 183 matching company records, 5,743 tracked contacts and 2,114 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment tracking platforms by geography
Cite this list
RevenueBase Data Team. Top 25 investment tracking platforms based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/investment-tracking-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment tracking platforms based in London, United Kingdom
- Investment tracking platforms based in New York, United States
- Investment tracking platforms based in Brazil
- Investment tracking platforms based in India
- Investment tracking platforms based in the United Kingdom
- AI companies based in the United States
Company intelligence · public preview
Top 25 investment tracking platforms based in the United States
RevenueBase records 183 matching company records for investment tracking platforms based in the United States, with 5,743 tracked contacts and 2,114 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment tracking platforms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Robinhoodrobinhood.com HQ: Menlo Park, CA, United StatesReported employees: 1,001-5,000 | Menlo Park, CA, United States | 1,001-5,000 | Exact match | 3,771 contacts → |
“Trade.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Publicpublic.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 434 contacts → |
“Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Investor's Business Dailyinvestors.com HQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 209 contacts → |
“At Investor's Business Daily, our mission is to help our subscribers make more money in the stock market.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Ychartsycharts.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 183 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Standard Metricsstandardmetrics.io HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 72 contacts → |
“Investors like General Catalyst, Bessemer Venture Partners, and Accel use Standard Metrics to streamline partner meetings, portfolio reviews, LP reporting, valuations processes…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | SRAXsrax.com HQ: Westlake Village, CA, United StatesReported employees: 201-500 | Westlake Village, CA, United States | 201-500 | Exact match | 67 contacts → |
“SRAX is a financial technology company that unlocks data and insights for publicly traded companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Tradesmith, LLCtradesmith.com HQ: Tampa, FL, United StatesReported employees: 51-200 | Tampa, FL, United States | 51-200 | Exact match | 51 contacts → |
“The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Portware, A Factset Companyfactset.com HQ: Nyc, NY, United StatesReported employees: Not recorded | Nyc, NY, United States | Not recorded | Exact match | 45 contacts → |
“FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Koyfinkoyfin.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 43 contacts → |
“Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Valitanavalitana.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 32 contacts → |
“Valitana is dedicated to building intuitive, integrated, and customizable platforms for modern investment professionals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Pave Financepavefinance.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 29 contacts → |
“Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Investment Metricsinvmetrics.com HQ: Norwalk, CT, United StatesReported employees: 51-200 | Norwalk, CT, United States | 51-200 | Exact match | 27 contacts → |
“Investment Metrics, a Confluence Company, is a leading global provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Copia Wealth Studioscopiawealthstudios.com HQ: Slackhq, United StatesReported employees: 11-50 | Slackhq, United States | 11-50 | Exact match | 23 contacts → |
“Copia’s WealthOS gives wealth owners & managers the ability to analyze, track and engage with all their assets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Thinkalphathinkalpha.io HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 16 contacts → |
“THINKalpha is a forward-thinking investment technology platform that enables investors to generate ideas, test and refine investment thesis and execute their strategies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Troutwoodtroutwood.com HQ: Pittsburgh, PA, United StatesReported employees: 11-50 | Pittsburgh, PA, United States | 11-50 | Exact match | 16 contacts → |
“Founded out of Carnegie Mellon University’s Swartz Center in 2019.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | tikr.comtikr.com HQ: TX, United StatesReported employees: 11-50 | TX, United States | 11-50 | Exact match | 13 contacts → |
“TIKR.com serves individual investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | CRPTMcrptm.com HQ: Delaware, DE, United StatesReported employees: 11-50 | Delaware, DE, United States | 11-50 | Exact match | 13 contacts → |
“Navigating crypto taxes like Form 8949 and Schedule 1 can be daunting for investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Insight Foliosinsightfolios.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 12 contacts → |
“At Insight Folios our job is to make the complications surrounding Wall Street understandable and accessible.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Atom Financeatom.finance HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 12 contacts → |
“All investors deserve access to institutional-quality financial intelligence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | ROIgetroi.app HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 12 contacts → |
“Invest in anything, anywhere.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Valueglancevalueglance.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 12 contacts → |
“ValueGlance is a personal investing tool that helps you find high-quality stocks for long-term investing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Vectorvest, INCvectorvest.com HQ: Akron, OH, United StatesReported employees: 51-200 | Akron, OH, United States | 51-200 | Exact match | 11 contacts → |
“VectorVest provides the only stock analysis software packages that combine the insight of fundamental valuation with the power of technical analysis.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | INVOinvolio.com HQ: Scottsdale, AZ, United StatesReported employees: 1-10 | Scottsdale, AZ, United States | 1-10 | Exact match | 11 contacts → |
“Invo is building the future of trading.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Lucky Traderluckytrader.com HQ: Miami Beach, FL, United StatesReported employees: 1-10 | Miami Beach, FL, United States | 1-10 | Exact match | 10 contacts → |
“Lucky Trader is an analytics, tools, and content platform that functions as the “on-ramp” to the highway that is modern finance.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Forest Systemsforestsystems.com HQ: Mountain View, CA, United StatesReported employees: 1-10 | Mountain View, CA, United States | 1-10 | Exact match | 9 contacts → |
“Forest System’s reporting platform fully integrates a complete, double-entry general ledger (G/L) accounting system with an investment tracking capability that covers an extensive…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 183 company matches
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Investment tracking platforms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
183 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 183 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment tracking platforms by metro
Questions about this company list
What does Exact match mean for investment tracking platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment tracking platforms did RevenueBase find based in the United States?
The saved snapshot records 183 matching company records, 5,743 tracked contacts and 2,114 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment tracking platforms by geography
Cite this list
RevenueBase Data Team. Top 25 investment tracking platforms based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/investment-tracking-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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