Company lists · Data refreshed September 2026
Top 25 Machine learning wealth management companies based in New York, United States
RevenueBase identified 78 company matches for machine learning wealth management companies associated with New York, United States as of September 2026 and tracks 5,049 professional contacts across them, including 3,492 with verified work emails. Across the United States, New York is the largest hub for this category.
This list covers company matches for machine learning wealth management companies associated with New York, 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 machine learning wealth management companies based in New York, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,154 contacts → | ||||
Exact match “Two Sigma is a leading quantitative investment management and trading firm with more than $70 billion in assets under management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 1,304 contacts → | ||||
Exact match “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 629 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 28, 2026 · View company records in RevenueBase | |||||
| 4 | 452 contacts → | ||||
Exact match “Welcome to Intelligent Wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 89 contacts → | ||||
Exact match “Moment is the AI operating system for investment management, built for the world's largest wealth firms and fintechs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 35 contacts → | ||||
Exact match “The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today’s clients are looking for.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 25 contacts → | ||||
Exact match “Luminary is domain-specific AI for wealth transfer services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 21 contacts → | ||||
Exact match “Fixing Personal Wealth Management with agentic AI development.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 17 contacts → | ||||
Exact match “Moby is the AI-powered investment research platform that provides modern, financial education for the everyday retail investor.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 16 contacts → | ||||
Exact match “HyperNorm AI is an AI-first platform transforming financial asset management through decision-centric intelligence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 16 contacts → | ||||
Exact match “TenViz AI predicts price direction using Cross-Asset flows.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 13 contacts → | ||||
Exact match “Let us show you how you can improve your risk-adjusted spread-capture P&L by partnering with us.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 12 contacts → | ||||
Exact match “We are creating Tomorrow's Asset Management Company Today combining decades of investing experience with machine learning to offer alternative investments to all.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 12 contacts → | ||||
Exact match “Surmount is the infrastructure behind modern investing.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 11 contacts → | ||||
Exact match “WealthFeed empowers Financial Advisors to grow their book of business and increase client retention through our AI-powered Money-in-Motion platform.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 9 contacts → | ||||
Exact match “ForwardLane transforms complex financial data into growth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 9 contacts → | ||||
Exact match “Synthesis is a quantitative investment company, focusing on statistical arbitrage in equity markets.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “Bezant Tech’s mission is to produce high and consistent risk-adjusted returns by adhering to Machine Learning methodologies while building an exceptional firm that develops…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “Liquidity Group is the largest AI-based financial asset management firm in the world.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “Neo Ivy Capital invests in liquid, publicly traded equity securities via statistical arbitrage strategies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “Investall is a New York City-based FinTech company that is revolutionizing the journey to a secure financial future with its AI/ML-powered Investall mobile apps.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “Infusive is an investment management firm based in New York, London and Sydney with ~$400 million of assets.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “Merklebase delivers AI that helps investment teams understand their portfolios and what to focus on next.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “KixiTrade is a cutting-edge quantitative trading company leveraging proprietary AI and machine learning algorithms to drive market innovation.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “Using the power of large language models and institutional quality AI driven investment frameworks, QAImera delivers professional stock analytics, investment strategies, and…” 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 “machine learning wealth management companies”. 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 78 machine learning wealth management companies based in New York, United States
See the full list, filter by size, metro and specialty, and access 3,492 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Machine learning wealth management companies based in New York, United States at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 78 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 New York, United States whose business descriptions match “machine learning wealth management 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 3,492 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.
Machine learning wealth management companies by metro in the United States
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 “machine learning wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many machine learning wealth management companies are there based in New York, United States?
RevenueBase identified 78 company matches for machine learning wealth management companies associated with New York, 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?
TWO Sigma tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most machine learning wealth management companies?
New York leads the United States with 88 company records, followed by San Francisco (45) and Chicago (14).
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 3,492 professional contacts with verified work emails tracked across these 78 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 78 machine learning wealth management companies based in New York, United States. Start with a free account, no credit card.
Download this list →Related lists
Machine learning wealth management companies by geography
- Machine learning wealth management companies based in Toronto, Canada
- Machine learning wealth management companies based in Paris, France
- Machine learning wealth management companies based in Bangalore, India
- Machine learning wealth management companies based in Mumbai, India
- Machine learning wealth management companies based in London, United Kingdom
- Machine learning wealth management companies based in San Francisco, United States
- Machine learning wealth management companies based in Australia
- Machine learning wealth management companies based in Brazil
- Machine learning wealth management companies based in Canada
- Machine learning wealth management companies based in France
- Machine learning wealth management companies based in Germany
- Machine learning wealth management companies based in India
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
- Machine learning wealth management companies based in Toronto, Canada
- Machine learning wealth management companies based in Paris, France
- Machine learning wealth management companies based in Bangalore, India
- Machine learning wealth management companies based in Mumbai, India
- Machine learning wealth management companies based in London, United Kingdom
- Machine learning wealth management companies based in San Francisco, United States
Company intelligence · public preview
Top 25 machine learning wealth management companies based in New York, 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 78 matching company records for machine learning wealth management companies based in New York, United States, with 5,049 tracked contacts and 3,492 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 machine learning wealth management companies based in New York, 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 | TWO Sigmatwosigma.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 2,154 contacts → |
“Two Sigma is a leading quantitative investment management and trading firm with more than $70 billion in assets under management.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Addeparaddepar.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,304 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Betanxtbetanxt.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 629 contacts → |
“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Fartherfarther.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 452 contacts → |
“Welcome to Intelligent Wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Momentmoment.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 89 contacts → |
“Moment is the AI operating system for investment management, built for the world's largest wealth firms and fintechs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  FP Alphafpalpha.comHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 35 contacts → |
“The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today’s clients are looking for.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Luminarywithluminary.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 25 contacts → |
“Luminary is domain-specific AI for wealth transfer services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Noyackwearenoyack.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 21 contacts → |
“Fixing Personal Wealth Management with agentic AI development.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  MOBYmoby.coHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 17 contacts → |
“Moby is the AI-powered investment research platform that provides modern, financial education for the everyday retail investor.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Hypernorm AIhypernorm.aiHQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 16 contacts → |
“HyperNorm AI is an AI-first platform transforming financial asset management through decision-centric intelligence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Tenviztenviz.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 16 contacts → |
“TenViz AI predicts price direction using Cross-Asset flows.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Deep Market Making INCdeepmarketmaking.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 13 contacts → |
“Let us show you how you can improve your risk-adjusted spread-capture P&L by partnering with us.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Unlimitedunlimitedfunds.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 12 contacts → |
“We are creating Tomorrow's Asset Management Company Today combining decades of investing experience with machine learning to offer alternative investments to all.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Surmountsurmount.aiHQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 12 contacts → |
“Surmount is the infrastructure behind modern investing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Wealthfeedwealthfeed.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 11 contacts → |
“WealthFeed empowers Financial Advisors to grow their book of business and increase client retention through our AI-powered Money-in-Motion platform.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Forwardlane INCforwardlane.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 9 contacts → |
“ForwardLane transforms complex financial data into growth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Synthesissynthesis.imHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 9 contacts → |
“Synthesis is a quantitative investment company, focusing on statistical arbitrage in equity markets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Bezant Technologiesbezanttech.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 7 contacts → |
“Bezant Tech’s mission is to produce high and consistent risk-adjusted returns by adhering to Machine Learning methodologies while building an exceptional firm that develops…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Liquidity Groupliquiditygroup.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 7 contacts → |
“Liquidity Group is the largest AI-based financial asset management firm in the world.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  NEO IVY Capitalneoivycapital.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 7 contacts → |
“Neo Ivy Capital invests in liquid, publicly traded equity securities via statistical arbitrage strategies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Investallinvestall.aiHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 6 contacts → |
“Investall is a New York City-based FinTech company that is revolutionizing the journey to a secure financial future with its AI/ML-powered Investall mobile apps.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Infusive Asset Managementinfusive.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 5 contacts → |
“Infusive is an investment management firm based in New York, London and Sydney with ~$400 million of assets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Merklebasemerklebase.ai HQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 5 contacts → |
“Merklebase delivers AI that helps investment teams understand their portfolios and what to focus on next.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Kixitrade LLCkixitrade.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 5 contacts → |
“KixiTrade is a cutting-edge quantitative trading company leveraging proprietary AI and machine learning algorithms to drive market innovation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Qaimera Technologies, INCqaimera.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 5 contacts → |
“Using the power of large language models and institutional quality AI driven investment frameworks, QAImera delivers professional stock analytics, investment strategies, and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 78 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Machine learning wealth management companies: 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
77 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 across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 78 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 ↗
Machine learning wealth management companies by metro in the United States
Questions about this company list
What does Exact match mean for machine learning wealth management companies?
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 machine learning wealth management companies did RevenueBase find based in New York, United States?
The saved snapshot records 78 matching company records, 5,049 tracked contacts and 3,492 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
Machine learning wealth management companies by geography
- Machine learning wealth management companies based in Toronto, Canada
- Machine learning wealth management companies based in Paris, France
- Machine learning wealth management companies based in Bangalore, India
- Machine learning wealth management companies based in Mumbai, India
- Machine learning wealth management companies based in London, United Kingdom
- Machine learning wealth management companies based in San Francisco, United States
- Machine learning wealth management companies based in Australia
- Machine learning wealth management companies based in Brazil
- Machine learning wealth management companies based in Canada
- Machine learning wealth management companies based in France
- Machine learning wealth management companies based in Germany
- Machine learning wealth management companies based in India
Cite this list
RevenueBase Data Team. Top 25 machine learning wealth management companies based in New York, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/machine-learning-wealth-management-companies/united-states/new-york.
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
- Machine learning wealth management companies based in Toronto, Canada
- Machine learning wealth management companies based in Paris, France
- Machine learning wealth management companies based in Bangalore, India
- Machine learning wealth management companies based in Mumbai, India
- Machine learning wealth management companies based in London, United Kingdom
- Machine learning wealth management companies based in San Francisco, United States
Company intelligence · public preview
Top 25 machine learning wealth management companies based in New York, United States
RevenueBase records 78 matching company records for machine learning wealth management companies based in New York, United States, with 5,049 tracked contacts and 3,492 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 machine learning wealth management companies based in New York, 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 | TWO Sigmatwosigma.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 2,154 contacts → |
“Two Sigma is a leading quantitative investment management and trading firm with more than $70 billion in assets under management.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Addeparaddepar.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,304 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Betanxtbetanxt.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 629 contacts → |
“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Fartherfarther.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 452 contacts → |
“Welcome to Intelligent Wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Momentmoment.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 89 contacts → |
“Moment is the AI operating system for investment management, built for the world's largest wealth firms and fintechs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | FP Alphafpalpha.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 35 contacts → |
“The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today’s clients are looking for.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Luminarywithluminary.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 25 contacts → |
“Luminary is domain-specific AI for wealth transfer services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Noyackwearenoyack.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 21 contacts → |
“Fixing Personal Wealth Management with agentic AI development.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | MOBYmoby.co HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 17 contacts → |
“Moby is the AI-powered investment research platform that provides modern, financial education for the everyday retail investor.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Hypernorm AIhypernorm.ai HQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 16 contacts → |
“HyperNorm AI is an AI-first platform transforming financial asset management through decision-centric intelligence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Tenviztenviz.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 16 contacts → |
“TenViz AI predicts price direction using Cross-Asset flows.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Deep Market Making INCdeepmarketmaking.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 13 contacts → |
“Let us show you how you can improve your risk-adjusted spread-capture P&L by partnering with us.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Unlimitedunlimitedfunds.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 12 contacts → |
“We are creating Tomorrow's Asset Management Company Today combining decades of investing experience with machine learning to offer alternative investments to all.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Surmountsurmount.ai HQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 12 contacts → |
“Surmount is the infrastructure behind modern investing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Wealthfeedwealthfeed.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 11 contacts → |
“WealthFeed empowers Financial Advisors to grow their book of business and increase client retention through our AI-powered Money-in-Motion platform.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Forwardlane INCforwardlane.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 9 contacts → |
“ForwardLane transforms complex financial data into growth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Synthesissynthesis.im HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 9 contacts → |
“Synthesis is a quantitative investment company, focusing on statistical arbitrage in equity markets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Bezant Technologiesbezanttech.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 7 contacts → |
“Bezant Tech’s mission is to produce high and consistent risk-adjusted returns by adhering to Machine Learning methodologies while building an exceptional firm that develops…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Liquidity Groupliquiditygroup.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 7 contacts → |
“Liquidity Group is the largest AI-based financial asset management firm in the world.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | NEO IVY Capitalneoivycapital.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 7 contacts → |
“Neo Ivy Capital invests in liquid, publicly traded equity securities via statistical arbitrage strategies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Investallinvestall.ai HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 6 contacts → |
“Investall is a New York City-based FinTech company that is revolutionizing the journey to a secure financial future with its AI/ML-powered Investall mobile apps.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Infusive Asset Managementinfusive.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 5 contacts → |
“Infusive is an investment management firm based in New York, London and Sydney with ~$400 million of assets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Merklebasemerklebase.ai HQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 5 contacts → |
“Merklebase delivers AI that helps investment teams understand their portfolios and what to focus on next.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Kixitrade LLCkixitrade.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 5 contacts → |
“KixiTrade is a cutting-edge quantitative trading company leveraging proprietary AI and machine learning algorithms to drive market innovation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Qaimera Technologies, INCqaimera.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 5 contacts → |
“Using the power of large language models and institutional quality AI driven investment frameworks, QAImera delivers professional stock analytics, investment strategies, and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 78 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Machine learning wealth management companies: 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
77 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 across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 78 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 ↗
Machine learning wealth management companies by metro in the United States
Questions about this company list
What does Exact match mean for machine learning wealth management companies?
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 machine learning wealth management companies did RevenueBase find based in New York, United States?
The saved snapshot records 78 matching company records, 5,049 tracked contacts and 3,492 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
Machine learning wealth management companies by geography
- Machine learning wealth management companies based in Toronto, Canada
- Machine learning wealth management companies based in Paris, France
- Machine learning wealth management companies based in Bangalore, India
- Machine learning wealth management companies based in Mumbai, India
- Machine learning wealth management companies based in London, United Kingdom
- Machine learning wealth management companies based in San Francisco, United States
- Machine learning wealth management companies based in Australia
- Machine learning wealth management companies based in Brazil
- Machine learning wealth management companies based in Canada
- Machine learning wealth management companies based in France
- Machine learning wealth management companies based in Germany
- Machine learning wealth management companies based in India
Cite this list
RevenueBase Data Team. Top 25 machine learning wealth management companies based in New York, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/machine-learning-wealth-management-companies/united-states/new-york.
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
- Machine learning wealth management companies based in Toronto, Canada
- Machine learning wealth management companies based in Paris, France
- Machine learning wealth management companies based in Bangalore, India
- Machine learning wealth management companies based in Mumbai, India
- Machine learning wealth management companies based in London, United Kingdom
- Machine learning wealth management companies based in San Francisco, United States