Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 1,486 companies tracked

RevenueBase identified 1,486 IT support for investment companies headquartered in 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 IT support for investment companies headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 21, 2026 86% judged on-target in blind review

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 IT support for investment companies based in the United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to IT support for investment companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Charles Schwab	Partial evidence	Westlake, TX, United StatesHQ checked Sep 21, 2026	10001+	31,927 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 21, 2026
2	DST Systems	Indirect evidence	Windsor, CT, United StatesHQ checked Sep 21, 2026	10001+	3,035 contacts →
	Indirect evidence “DST Systems, Inc.” Source: RevenueBase Database · checked Sep 21, 2026
3	Ss&c Advent	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,389 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
4	Charles River Development	Partial evidence	Burlington, MA, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,140 contacts →
	Partial evidence “Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.” Source: RevenueBase Database · checked Sep 21, 2026
5	TPX	Indirect evidence	Austin, TX, United StatesHQ checked Sep 21, 2026	1,001-5,000	751 contacts →
	Indirect evidence “TPx is the reliable sidekick every growing business deserves, powering your tech while you take the lead.” Source: RevenueBase Database · checked Sep 21, 2026
6	Betanxt	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	501-1,000	629 contacts →
	Indirect evidence “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Source: RevenueBase Database · checked Sep 21, 2026
7	RFA	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	201-500	401 contacts →
	Indirect evidence “The first AI-native technology partner for finance.” Source: RevenueBase Database · checked Sep 21, 2026
8	GDC IT Solutions GDC	Strong evidence	Chambersburg, PA, United StatesHQ checked Sep 21, 2026	201-500	327 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
9	Amsys Innovative Solutions	Partial evidence	Houston, TX, United StatesHQ checked Sep 21, 2026	201-500	302 contacts →
	Partial evidence “AMSYS is a nationwide IT Services Provider headquartered in Houston, TX.” Source: RevenueBase Database · checked Sep 21, 2026
10	Atlas Technica	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	201-500	281 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
11	Princeton Financial Systems	Partial evidence	Princeton, NJ, United StatesHQ checked Sep 21, 2026	201-500	281 contacts →
	Partial evidence “Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Source: RevenueBase Database · checked Sep 21, 2026
12	Broadridge Financial Services	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	10001+	217 contacts →
	Indirect evidence “Broadridge Financial Services is now a part of Broadridge.” Source: RevenueBase Database · checked Sep 21, 2026
13	CTS Companies	Indirect evidence	Bloomfield Hills, MI, United StatesHQ checked Sep 21, 2026	n/a	175 contacts →
	Indirect evidence “CTS Companies is a family-owned Michigan technology company with a long track record of helping businesses manage and improve their technology.” Source: RevenueBase Database · checked Sep 21, 2026
14	Synergy IT Solutions	Partial evidence	Cheektowaga, NY, United StatesHQ checked Sep 21, 2026	51-200	142 contacts →
	Partial evidence “Synergy IT Solutions delivers enterprise-grade IT services across Western and Central New York, helping organizations navigate today's complex technology landscape with confidence.” Source: RevenueBase Database · checked Sep 21, 2026
15	Endsight	Indirect evidence	Napa, CA, United StatesHQ checked Sep 21, 2026	51-200	126 contacts →
	Indirect evidence “California-based organizations hire Endsight to ensure that their technology systems operate effectively and align with their business goals.” Source: RevenueBase Database · checked Sep 21, 2026
16	Viewtrade	Indirect evidence	Jersey City, NJ, United StatesHQ checked Sep 21, 2026	51-200	126 contacts →
	Indirect evidence “ViewTrade is the force that powers fintech and cross-border investing for financial services firms throughout the world.” Source: RevenueBase Database · checked Sep 21, 2026
17	Meridian Group International, INC	Indirect evidence	Deerfield, IL, United StatesHQ checked Sep 21, 2026	501-1,000	111 contacts →
	Indirect evidence “Meridian Group International is a privately held organization headquartered in Deerfield, IL.” Source: RevenueBase Database · checked Sep 21, 2026
18	Hitech	Partial evidence	Ruston, LA, United StatesHQ checked Sep 21, 2026	51-200	111 contacts →
	Partial evidence “HiTech Computers was founded in 1997 to provide the North Louisiana area with quality IT services.” Source: RevenueBase Database · checked Sep 21, 2026
19	Pro4ia	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	51-200	94 contacts →
	Indirect evidence “Pro4ia® isn’t built to be everywhere.” Source: RevenueBase Database · checked Sep 21, 2026
20	DYCSI	Partial evidence	Austin, TX, United StatesHQ checked Sep 21, 2026	51-200	94 contacts →
	Partial evidence “At DYCSI, we specialize in optimizing and managing IT services to ensure operational stability and drive digital transformation.” Source: RevenueBase Database · checked Sep 21, 2026
21	Louisville Geek	Partial evidence	Louisville, KY, United StatesHQ checked Sep 21, 2026	51-200	86 contacts →
	Partial evidence “Louisville Geek is a managed IT services provider based in Louisville, Kentucky.” Source: RevenueBase Database · checked Sep 21, 2026
22	Datapath	Indirect evidence	Dublin, OH, United StatesHQ checked Sep 21, 2026	51-200	85 contacts →
	Indirect evidence “Datapath is a nationwide recognized pioneer of technology and innovation.” Source: RevenueBase Database · checked Sep 21, 2026
23	Network Doctor	Strong evidence	Englewood Cliffs, NJ, United StatesHQ checked Sep 21, 2026	51-200	81 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
24	Cssi Solutions	Partial evidence	King Of Prussia, PA, United StatesHQ checked Sep 21, 2026	11-50	79 contacts →
	Partial evidence “CSSI is a software consulting and BackOffice services company helping investment management firms get the most out of their portfolio management systems.” Source: RevenueBase Database · checked Sep 21, 2026
25	Intrasystems, LLC	Indirect evidence	Braintree, MA, United StatesHQ checked Sep 21, 2026	51-200	74 contacts →
	Indirect evidence “Access.” Source: RevenueBase Database · checked Sep 21, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: IT support for investment companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names IT support for investment companies.
Partial evidence: Its own public description names part of IT support for investment companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name IT support for investment companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

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

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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

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 1,486 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among IT support for investment companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “IT support for investment companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names IT support for investment companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among IT support for investment companies, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 24,777 across the full list. 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.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

IT support for investment companies by metro

IT support for investment companies in New York69

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names IT support for investment companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 1,486 IT support for investment companies headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Charles Schwab, headquartered in Westlake, tops this list with the largest team on record.

Which city has the most IT support for investment companies?

New York leads with 69 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 24,777 verified decision-maker contacts tracked across these 1,486 companies.

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 Smart Search, 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.