Company lists · Data refreshed October 2026

Top 25 IT support companies for wealth management firms based in the United States

Name: IT support companies for wealth management firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 2,430 companies tracked

RevenueBase identified 2,430 company matches for IT support companies for wealth management firms associated with the United States as of October 2026 and tracks 94,685 professional contacts across them, including 35,894 with verified work emails. New York is the largest hub.

This list covers company matches for IT support companies for wealth management firms 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 October 17, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 17, 2026 How this list was built

2,430Companies

94,685Contacts tracked

35,894Verified emails

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The 25 largest IT support companies for wealth management firms based in the United States

Ranked by team size

Top 25 of 2,430 company matches for IT support companies for wealth management firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 17, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Northern Trust	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	10001+	28,079 contacts →
	Exact match “As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Oct 17, 2026	5,001-10,000	13,958 contacts →
	Exact match “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	Envestnet	Exact match	Berwyn, PA, United StatesHQ recorded Oct 17, 2026	1,001-5,000	2,851 contacts →
	Exact match “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	OSAIC	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 17, 2026	1,001-5,000	2,116 contacts →
	Exact match “Osaic provides the support, resources, and community designed for the future of wealth management.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Oct 17, 2026	1,001-5,000	1,980 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	Indus Valley Partners	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	1,001-5,000	1,434 contacts →
	Exact match “Indus Valley Partners (IVP) is a leading global provider of enterprise-wide technology solutions, consulting, and digital-first managed services to 235+ top fund managers on the…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	Waddell & Reed	Exact match	Shawnee Mission, KS, United StatesHQ recorded Oct 17, 2026	1,001-5,000	1,184 contacts →
	Exact match “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	Charles River Development	Exact match	Burlington, MA, United StatesHQ recorded Oct 17, 2026	1,001-5,000	1,163 contacts →
	Exact match “Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	Assetmark	Exact match	Concord, CA, United StatesHQ recorded Oct 17, 2026	1,001-5,000	1,051 contacts →
	Exact match “AssetMark, Inc.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	Investcloud, INC	Exact match	West Hollywood, CA, United StatesHQ recorded Oct 17, 2026	1,001-5,000	999 contacts →
	Exact match “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	Edward Jones	Exact match	Palm Beach, FL, United StatesHQ recorded Oct 17, 2026	n/a	882 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	Ss&c EZE	Exact match	Windsor, CT, United StatesHQ recorded Oct 17, 2026	1,001-5,000	830 contacts →
	Exact match “SS & C Eze is now part of SS & C Advent, the unified home for investment and alternative management technology-combining Eze's front-office expertise with Advent’s deep…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	TPX	Exact match	Austin, TX, United StatesHQ recorded Oct 17, 2026	1,001-5,000	784 contacts →
	Exact match “TPx is the reliable sidekick every growing business deserves, powering your tech while you take the lead.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	IT Solutions	Exact match	Fort Washington, PA, United StatesHQ recorded Oct 17, 2026	501-1,000	751 contacts →
	Exact match “IT Solutions Technology Partners (ITS) is a trusted managed services provider with 30+ years of experience helping organizations leverage technology as a competitive advantage.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	Betanxt	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	501-1,000	655 contacts →
	Exact match “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	Hightower Advisors	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	1,001-5,000	601 contacts →
	Exact match “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	Farther	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	501-1,000	539 contacts →
	Exact match “Welcome to Intelligent Wealth.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	Benjamin F. Edwards	Exact match	St. Louis, MO, United StatesHQ recorded Oct 17, 2026	501-1,000	538 contacts →
	Exact match “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	Ntiva, INC	Exact match	Mclean, VA, United StatesHQ recorded Oct 17, 2026	501-1,000	522 contacts →
	Exact match “At Ntiva, growing people (our employees, partners, and clients) is our mission.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
20	Kestra Financial	Exact match	Austin, TX, United StatesHQ recorded Oct 17, 2026	201-500	479 contacts →
	Exact match “Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
21	Vestmark	Exact match	Wakefield, MA, United StatesHQ recorded Oct 17, 2026	201-500	456 contacts →
	Exact match “Headquartered outside of Boston, Mass.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
22	Sequoia Financial Group	Exact match	Akron, OH, United StatesHQ recorded Oct 17, 2026	201-500	429 contacts →
	Exact match “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
23	Insigneo	Exact match	Miami, FL, United StatesHQ recorded Oct 17, 2026	51-200	415 contacts →
	Exact match “Insigneo is a leading international wealth management firm offering a comprehensive menu of services and technology that empowers investment professionals to manage their clients…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
24	Allworth Financial	Exact match	Folsom, CA, United StatesHQ recorded Oct 17, 2026	201-500	413 contacts →
	Exact match “With our comprehensive approach to wealth management, you receive unparalleled access to our wide range of fiduciary financial experts whose primary motivation is to serve you…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
25	RFA	Exact match	New York, NY, United StatesHQ recorded Oct 17, 2026	201-500	402 contacts →
	Exact match “The first AI-native technology partner for finance.” Recorded in the RevenueBase company graph · Oct 17, 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 “IT support companies for wealth management firms”. 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 2,430 IT support companies for wealth management firms based in the United States

See the full list, filter by size, metro and specialty, and access 35,894 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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IT support companies for wealth management firms based in the United States at a glance

As of Oct 17, 2026

37.9%Verified-email coverage

39.0Average contacts per company

1-10Median size (employees)

4.4%Largest-city concentration · New York

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

1,516

11-50

693

51-200

131

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 2,430 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 “IT support companies for wealth management firms” 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 35,894 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 October 17, 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.

IT support companies for wealth management firms 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 “IT support companies for wealth management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many IT support companies for wealth management firms are there based in the United States?

RevenueBase identified 2,430 company matches for IT support companies for wealth management firms associated with the United States as of October 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?

Northern Trust tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most IT support companies for wealth management firms?

New York leads with 107 company records, followed by Chicago (38) and Atlanta (31).

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 35,894 professional contacts with verified work emails tracked across these 2,430 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 October 17, 2026.

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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.