Company lists · Data refreshed September 2026

Top 25 IT support for investment companies based in the United States

RevenueBase identified 1,486 company matches for IT support for investment companies associated with the United States as of September 2026 and tracks 53,993 professional contacts across them, including 24,777 with verified work emails. New York is the largest hub.

This list covers company matches for IT support for investment companies 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 21, 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 Sep 21, 2026 How this list was built
1,486Companies
53,993Contacts tracked
24,777Verified emails
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The 25 largest IT support for investment companies based in the United States

Ranked by team size
Top 25 of 1,486 company matches for IT support for investment companies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchWestlake, TX, United StatesHQ recorded Sep 21, 202610001+31,927 contacts →

Exact match

“Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2Exact matchWindsor, CT, United StatesHQ recorded Sep 21, 202610001+3,035 contacts →

Exact match

“DST Systems, Inc.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3Exact matchSan Francisco, CA, United StatesHQ recorded Sep 21, 20261,001-5,0001,389 contacts →

Exact match

“SS & C Advent, a business unit of SS & C Technologies, is helping more than asset managers and asset owners worldwide transform their investment processes to maximize operational…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4Exact matchBurlington, MA, United StatesHQ recorded Sep 21, 20261,001-5,0001,140 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 · Sep 21, 2026 · View company records in RevenueBase
5Exact matchAustin, TX, United StatesHQ recorded Sep 21, 20261,001-5,000751 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 · Sep 21, 2026 · View company records in RevenueBase
6Exact matchNew York, NY, United StatesHQ recorded Sep 21, 2026501-1,000629 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 · Sep 21, 2026 · View company records in RevenueBase
7Exact matchNew York, NY, United StatesHQ recorded Sep 21, 2026201-500401 contacts →

Exact match

“The first AI-native technology partner for finance.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8Exact matchChambersburg, PA, United StatesHQ recorded Sep 21, 2026201-500327 contacts →

Exact match

“GDC IT Solutions | Premier IT Services & Technology Partner Global Data Consultants, LLC (dba GDC IT Solutions) is a veteran-owned, full-service IT provider supporting small…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9Exact matchHouston, TX, United StatesHQ recorded Sep 21, 2026201-500302 contacts →

Exact match

“AMSYS is a nationwide IT Services Provider headquartered in Houston, TX.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10Exact matchNew York, NY, United StatesHQ recorded Sep 21, 2026201-500281 contacts →

Exact match

“Atlas Technica was founded in 2016 with two main goals: to provide the best customer service experience possible for our clients, and to use best-in-class public cloud technology…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11Exact matchPrinceton, NJ, United StatesHQ recorded Sep 21, 2026201-500281 contacts →

Exact match

“Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12Exact matchNew York, NY, United StatesHQ recorded Sep 21, 202610001+217 contacts →

Exact match

“Broadridge Financial Services is now a part of Broadridge.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13Exact matchBloomfield Hills, MI, United StatesHQ recorded Sep 21, 2026n/a175 contacts →

Exact match

“CTS Companies is a family-owned Michigan technology company with a long track record of helping businesses manage and improve their technology.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14Exact matchCheektowaga, NY, United StatesHQ recorded Sep 21, 202651-200142 contacts →

Exact match

“Synergy IT Solutions delivers enterprise-grade IT services across Western and Central New York, helping organizations navigate today's complex technology landscape with confidence.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15Exact matchNapa, CA, United StatesHQ recorded Sep 21, 202651-200126 contacts →

Exact match

“California-based organizations hire Endsight to ensure that their technology systems operate effectively and align with their business goals.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16Exact matchJersey City, NJ, United StatesHQ recorded Sep 21, 202651-200126 contacts →

Exact match

“ViewTrade is the force that powers fintech and cross-border investing for financial services firms throughout the world.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17Exact matchDeerfield, IL, United StatesHQ recorded Sep 21, 2026501-1,000111 contacts →

Exact match

“Meridian Group International is a privately held organization headquartered in Deerfield, IL.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18Exact matchRuston, LA, United StatesHQ recorded Sep 21, 202651-200111 contacts →

Exact match

“HiTech Computers was founded in 1997 to provide the North Louisiana area with quality IT services.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19Exact matchNew York, NY, United StatesHQ recorded Sep 21, 202651-20094 contacts →

Exact match

“Pro4ia® isn’t built to be everywhere.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20Exact matchAustin, TX, United StatesHQ recorded Sep 21, 202651-20094 contacts →

Exact match

“At DYCSI, we specialize in optimizing and managing IT services to ensure operational stability and drive digital transformation.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21Exact matchLouisville, KY, United StatesHQ recorded Sep 21, 202651-20086 contacts →

Exact match

“Louisville Geek is a managed IT services provider based in Louisville, Kentucky.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22Exact matchDublin, OH, United StatesHQ recorded Sep 21, 202651-20085 contacts →

Exact match

“Datapath is a nationwide recognized pioneer of technology and innovation.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23Exact matchEnglewood Cliffs, NJ, United StatesHQ recorded Sep 21, 202651-20081 contacts →

Exact match

“Network Doctor is New Jersey's and New York City's premier managed IT services provider, delivering top-tier IT support, IT consulting, and cybersecurity, and Microsoft Copilot to…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24Exact matchKing Of Prussia, PA, United StatesHQ recorded Sep 21, 202611-5079 contacts →

Exact match

“CSSI is a software consulting and BackOffice services company helping investment management firms get the most out of their portfolio management systems.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25Exact matchBraintree, MA, United StatesHQ recorded Sep 21, 202651-20074 contacts →

Exact match

“Access.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

Showing 25 of 1,486 IT support for investment companies based in the United States

See the full list, filter by size, metro and specialty, and access 24,777 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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IT support for investment companies based in the United States at a glance

As of Sep 21, 2026
45.9%Verified-email coverage
36.3Average contacts per company
1-10Median size (employees)
4.6%Largest-city concentration · New York
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
906
11-50
484
51-200
66
201-500
13
501-1,000
3
1,001-5,000
5
5,001-10,000
1
10001+
5

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 1,486 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 for investment companies” 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 24,777 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 21, 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 “IT support for investment companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many IT support for investment companies are there based in the United States?

RevenueBase identified 1,486 company matches for IT support for investment companies 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?

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

Which city has the most IT support for investment companies?

New York leads with 69 company records, followed by Houston (20) and Miami (20).

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 24,777 professional contacts with verified work emails tracked across these 1,486 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 21, 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.