Company lists · Data refreshed November 2026
Top 20 Investor reporting services based in the United States
RevenueBase identified 45 company matches for investor reporting services associated with the United States as of November 2026 and tracks 441 professional contacts across them, including 228 with verified work emails. New York is the largest hub.
This list covers company matches for investor reporting services 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 November 6, 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 20 largest investor reporting services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 221 contacts → | ||||
Exact match “First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 41 contacts → | ||||
Exact match “RedChip is the world leader in investor relations, financial media, and research for microcap and small-cap stocks.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 39 contacts → | ||||
Exact match “For more than 25 years, PMSI has been a trusted partner for data-driven residential mortgage investor reporting and accounting.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 20 contacts → | ||||
Exact match “GreenHill strives to help wealth management companies focus on what they do best by becoming their investment and performance reporting partner.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 13 contacts → | ||||
Exact match “MyLogIQ provides critical data and analytics for and about U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 10 contacts → | ||||
Exact match “TaxStatus is the only firm with direct access to complete IRS data delivered in near real-time.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 10 contacts → | ||||
Exact match “Founded in 2009, Blue Vault is committed to providing the most in-depth and thorough research on alternative investments to help educate financial advisors and help protect…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 7 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 6 contacts → | ||||
Exact match “Built for the private fund industry by practicing CPAs and fund administrators, LPx is an investor reporting platform for alternative investments offering simplicity seldom seen…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match “Harbor Access is an award-winning specialist transatlantic IR and investor access firm focused on pre-IPO and listed growth companies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “At Allele Communications, we empower public and private companies to attract, engage, and nurture institutional, accredited, and retail investors with precision and efficiency.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “AngelSpan provides investor relations for early-stage startups.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “Rockit® Solutions, LLC is a leading outsourced data aggregation and reporting solution for single-family and multi-family offices, investment advisors, trust companies and other…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Reach and Attract More Investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “First Apex International is a leading global investor relations firm focused on providing a wide range of investor relations services to emerging growth companies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “Navigating through the guardrails of SEC public company guidelines & requirements, necessitates accurate and timely communications: the bedrock of investor relations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “My primary focus is on creating precise, insightful financial reports that empower firms to gauge performance, assess risks, and identify opportunities.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “We are a provider of financial data and proprietary research for US publicly-traded companies and investment funds.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 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 “investor reporting services”. 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 20 of 45 investor reporting services based in the United States
See the full list, filter by size, metro and specialty, and access 228 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Investor reporting services based in the United States at a glance
As of Nov 6, 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 45 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 “investor reporting services” 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 228 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 November 6, 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.
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 “investor reporting services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investor reporting services are there based in the United States?
RevenueBase identified 45 company matches for investor reporting services associated with the United States as of November 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?
First Rate, INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most investor reporting services?
New York leads with 4 company records, followed by Jacksonville (2) and Los Angeles (2).
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 228 professional contacts with verified work emails tracked across these 45 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 45 investor reporting services based in the United States. Start with a free account, no credit card.
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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.
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Company intelligence · public preview
Top 20 investor reporting services 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 45 matching company records for investor reporting services based in the United States, with 441 tracked contacts and 228 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 20 investor reporting services 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 |  First Rate, INCfirstrate.comHQ: Arlington, TX, United StatesReported employees: 51-200 | Arlington, TX, United States | 51-200 | Exact match | 221 contacts → |
“First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Redchip Companiesredchip.comHQ: Maitland, United StatesReported employees: 11-50 | Maitland, United States | 11-50 | Exact match | 41 contacts → |
“RedChip is the world leader in investor relations, financial media, and research for microcap and small-cap stocks.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  PMSIpmsi.meHQ: Henderson, NV, United StatesReported employees: 11-50 | Henderson, NV, United States | 11-50 | Exact match | 39 contacts → |
“For more than 25 years, PMSI has been a trusted partner for data-driven residential mortgage investor reporting and accounting.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Greenhill Investment Reportingghill.comHQ: Gaithersburg, MD, United StatesReported employees: 11-50 | Gaithersburg, MD, United States | 11-50 | Exact match | 20 contacts → |
“GreenHill strives to help wealth management companies focus on what they do best by becoming their investment and performance reporting partner.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Mylogiqmylogiq.comHQ: San Juan, United StatesReported employees: 51-200 | San Juan, United States | 51-200 | Exact match | 13 contacts → |
“MyLogIQ provides critical data and analytics for and about U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Taxstatustaxstatus.comHQ: Frisco, TX, United StatesReported employees: 11-50 | Frisco, TX, United States | 11-50 | Exact match | 10 contacts → |
“TaxStatus is the only firm with direct access to complete IRS data delivered in near real-time.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Blue Vaultbluevaultpartners.comHQ: Cumming, GA, United StatesReported employees: 1-10 | Cumming, GA, United States | 1-10 | Exact match | 10 contacts → |
“Founded in 2009, Blue Vault is committed to providing the most in-depth and thorough research on alternative investments to help educate financial advisors and help protect…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Revere Data, LLCreveredata.comHQ: San Francisco, NY, United StatesReported employees: 11-50 | San Francisco, NY, United States | 11-50 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 9 |  LPXlpx.fundHQ: Cleveland, OH, United StatesReported employees: 1-10 | Cleveland, OH, United States | 1-10 | Exact match | 6 contacts → |
“Built for the private fund industry by practicing CPAs and fund administrators, LPx is an investor reporting platform for alternative investments offering simplicity seldom seen…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Harbor Access Investor Relationsharbor-access.comHQ: Stamford, CT, United StatesReported employees: 1-10 | Stamford, CT, United States | 1-10 | Exact match | 6 contacts → |
“Harbor Access is an award-winning specialist transatlantic IR and investor access firm focused on pre-IPO and listed growth companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Allele Communicationsallelecommunications.comHQ: Lauderdale-by-the-sea, FL, United StatesReported employees: 1-10 | Lauderdale-by-the-sea, FL, United States | 1-10 | Exact match | 5 contacts → |
“At Allele Communications, we empower public and private companies to attract, engage, and nurture institutional, accredited, and retail investors with precision and efficiency.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Angelspan, INCangelspan.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 3 contacts → |
“AngelSpan provides investor relations for early-stage startups.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Sapphire Investor Relations, LLCsapphireir.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 | Rockit Solutions, LLCrockitco.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 2 contacts → |
“Rockit® Solutions, LLC is a leading outsourced data aggregation and reporting solution for single-family and multi-family offices, investment advisors, trust companies and other…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Razorpitch INCrazorpitch.comHQ: Naples, FL, United StatesReported employees: 1-10 | Naples, FL, United States | 1-10 | Exact match | 2 contacts → |
“Reach and Attract More Investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  First Apex Internationalfirstapexinternational.comHQ: Encinitas, CA, United StatesReported employees: 1-10 | Encinitas, CA, United States | 1-10 | Exact match | 2 contacts → |
“First Apex International is a leading global investor relations firm focused on providing a wide range of investor relations services to emerging growth companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Ignition Investor Relationsignitionir.comHQ: Livingston, NJ, United StatesReported employees: 1-10 | Livingston, NJ, United States | 1-10 | Exact match | 1 contacts → |
“Navigating through the guardrails of SEC public company guidelines & requirements, necessitates accurate and timely communications: the bedrock of investor relations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Vida Reportingvidareporting.com HQ: Jacksonville, FL, United StatesReported employees: 1-10 | Jacksonville, FL, United States | 1-10 | Exact match | 1 contacts → |
“My primary focus is on creating precise, insightful financial reports that empower firms to gauge performance, assess risks, and identify opportunities.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Fintuitivefintuitive.comHQ: Montclair, NJ, United StatesReported employees: 1-10 | Montclair, NJ, United States | 1-10 | Exact match | 1 contacts → |
“We are a provider of financial data and proprietary research for US publicly-traded companies and investment funds.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Bishopirbishopir.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 20 of 45 company matches
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Investor reporting services: dataset insights
November 6, 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
44 records in the displayed employee bands.
1 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 45 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: November 6, 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 ↗
Questions about this company list
What does Exact match mean for investor reporting services?
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 investor reporting services did RevenueBase find based in the United States?
The saved snapshot records 45 matching company records, 441 tracked contacts and 228 verified emails. The public preview displays 20 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: November 6, 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
Cite this list
RevenueBase Data Team. Top 20 investor reporting services based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/investor-reporting-services/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
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
- Real estate companies based in the United States
Company intelligence · public preview
Top 20 investor reporting services based in the United States
RevenueBase records 45 matching company records for investor reporting services based in the United States, with 441 tracked contacts and 228 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 20 investor reporting services 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 | First Rate, INCfirstrate.com HQ: Arlington, TX, United StatesReported employees: 51-200 | Arlington, TX, United States | 51-200 | Exact match | 221 contacts → |
“First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Redchip Companiesredchip.com HQ: Maitland, United StatesReported employees: 11-50 | Maitland, United States | 11-50 | Exact match | 41 contacts → |
“RedChip is the world leader in investor relations, financial media, and research for microcap and small-cap stocks.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | PMSIpmsi.me HQ: Henderson, NV, United StatesReported employees: 11-50 | Henderson, NV, United States | 11-50 | Exact match | 39 contacts → |
“For more than 25 years, PMSI has been a trusted partner for data-driven residential mortgage investor reporting and accounting.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Greenhill Investment Reportingghill.com HQ: Gaithersburg, MD, United StatesReported employees: 11-50 | Gaithersburg, MD, United States | 11-50 | Exact match | 20 contacts → |
“GreenHill strives to help wealth management companies focus on what they do best by becoming their investment and performance reporting partner.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Mylogiqmylogiq.com HQ: San Juan, United StatesReported employees: 51-200 | San Juan, United States | 51-200 | Exact match | 13 contacts → |
“MyLogIQ provides critical data and analytics for and about U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Taxstatustaxstatus.com HQ: Frisco, TX, United StatesReported employees: 11-50 | Frisco, TX, United States | 11-50 | Exact match | 10 contacts → |
“TaxStatus is the only firm with direct access to complete IRS data delivered in near real-time.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Blue Vaultbluevaultpartners.com HQ: Cumming, GA, United StatesReported employees: 1-10 | Cumming, GA, United States | 1-10 | Exact match | 10 contacts → |
“Founded in 2009, Blue Vault is committed to providing the most in-depth and thorough research on alternative investments to help educate financial advisors and help protect…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Revere Data, LLCreveredata.com HQ: San Francisco, NY, United StatesReported employees: 11-50 | San Francisco, NY, United States | 11-50 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 9 | LPXlpx.fund HQ: Cleveland, OH, United StatesReported employees: 1-10 | Cleveland, OH, United States | 1-10 | Exact match | 6 contacts → |
“Built for the private fund industry by practicing CPAs and fund administrators, LPx is an investor reporting platform for alternative investments offering simplicity seldom seen…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Harbor Access Investor Relationsharbor-access.com HQ: Stamford, CT, United StatesReported employees: 1-10 | Stamford, CT, United States | 1-10 | Exact match | 6 contacts → |
“Harbor Access is an award-winning specialist transatlantic IR and investor access firm focused on pre-IPO and listed growth companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Allele Communicationsallelecommunications.com HQ: Lauderdale-by-the-sea, FL, United StatesReported employees: 1-10 | Lauderdale-by-the-sea, FL, United States | 1-10 | Exact match | 5 contacts → |
“At Allele Communications, we empower public and private companies to attract, engage, and nurture institutional, accredited, and retail investors with precision and efficiency.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Angelspan, INCangelspan.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 3 contacts → |
“AngelSpan provides investor relations for early-stage startups.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Sapphire Investor Relations, LLCsapphireir.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 | Rockit Solutions, LLCrockitco.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 2 contacts → |
“Rockit® Solutions, LLC is a leading outsourced data aggregation and reporting solution for single-family and multi-family offices, investment advisors, trust companies and other…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Razorpitch INCrazorpitch.com HQ: Naples, FL, United StatesReported employees: 1-10 | Naples, FL, United States | 1-10 | Exact match | 2 contacts → |
“Reach and Attract More Investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | First Apex Internationalfirstapexinternational.com HQ: Encinitas, CA, United StatesReported employees: 1-10 | Encinitas, CA, United States | 1-10 | Exact match | 2 contacts → |
“First Apex International is a leading global investor relations firm focused on providing a wide range of investor relations services to emerging growth companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Ignition Investor Relationsignitionir.com HQ: Livingston, NJ, United StatesReported employees: 1-10 | Livingston, NJ, United States | 1-10 | Exact match | 1 contacts → |
“Navigating through the guardrails of SEC public company guidelines & requirements, necessitates accurate and timely communications: the bedrock of investor relations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Vida Reportingvidareporting.com HQ: Jacksonville, FL, United StatesReported employees: 1-10 | Jacksonville, FL, United States | 1-10 | Exact match | 1 contacts → |
“My primary focus is on creating precise, insightful financial reports that empower firms to gauge performance, assess risks, and identify opportunities.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Fintuitivefintuitive.com HQ: Montclair, NJ, United StatesReported employees: 1-10 | Montclair, NJ, United States | 1-10 | Exact match | 1 contacts → |
“We are a provider of financial data and proprietary research for US publicly-traded companies and investment funds.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Bishopirbishopir.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 20 of 45 company matches
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Investor reporting services: dataset insights
November 6, 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
44 records in the displayed employee bands.
1 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 45 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: November 6, 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 ↗
Questions about this company list
What does Exact match mean for investor reporting services?
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 investor reporting services did RevenueBase find based in the United States?
The saved snapshot records 45 matching company records, 441 tracked contacts and 228 verified emails. The public preview displays 20 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: November 6, 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
Cite this list
RevenueBase Data Team. Top 20 investor reporting services based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/investor-reporting-services/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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