Company lists · Data refreshed September 2026

Top 25 Managed IT services for investment firms based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 7,668 companies tracked

RevenueBase identified 7,668 company matches for managed IT services for investment firms associated with the United States as of September 2026 and tracks 209,436 professional contacts across them, including 89,346 with verified work emails. New York is the largest hub.

This list covers company matches for managed IT services for investment 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 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

7,668Companies

209,436Contacts tracked

89,346Verified emails

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The 25 largest managed IT services for investment firms based in the United States

Ranked by team size

Top 25 of 7,668 company matches for managed IT services for investment firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Sep 28, 2026	10001+	42,985 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Northern Trust	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	10001+	27,212 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 · Sep 28, 2026 · View company records in RevenueBase
3	Franklin Templeton	Exact match	San Mateo, CA, United StatesHQ recorded Sep 28, 2026	5,001-10,000	10,517 contacts →
	Exact match “Franklin Resources, Inc.[NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton The products, services, information and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	BAIRD	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 28, 2026	5,001-10,000	5,330 contacts →
	Exact match “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	GURU	Exact match	Rockville, MD, United StatesHQ recorded Sep 28, 2026	n/a	1,906 contacts →
	Exact match “Established in 1995, GURU is an IT managed service provider that specializes in infrastructure support, systems integration, data architecture, data hosting, and cloud services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Cambridge Associates	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,792 contacts →
	Exact match “We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Eplus INC	Exact match	Herndon, VA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,749 contacts →
	Exact match “ePlus is a customer-first, services-led, results-driven and trusted industry leader that helps organizations secure, modernize, optimize, and scale every aspect of their IT…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Rockefeller Capital Management	Exact match	New York, DE, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,663 contacts →
	Exact match “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	501-1,000	1,434 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Ss&c Advent	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,389 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 28, 2026 · View company records in RevenueBase
11	Indus Valley Partners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,345 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 · Sep 28, 2026 · View company records in RevenueBase
12	Marco Technologies	Exact match	St. Cloud, MN, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,203 contacts →
	Exact match “At Marco, we're all about making technology work for you (and not the other way around).” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Charles River Development	Exact match	Burlington, MA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,140 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 28, 2026 · View company records in RevenueBase
14	Waddell & Reed	Exact match	Shawnee Mission, KS, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,112 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 · Sep 28, 2026 · View company records in RevenueBase
15	Synoptek	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,037 contacts →
	Exact match “Synoptek is a leading global managed services provider and technology consulting firm that delivers transformative business results.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Enfusion NOW Cwan	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	5,001-10,000	818 contacts →
	Exact match “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Buchanan Technologies	Exact match	Grapevine, TX, United StatesHQ recorded Sep 28, 2026	501-1,000	818 contacts →
	Exact match “As a leading IT consulting and outsourcing services firm, Buchanan Technologies helps organizations across North America turn their business technology into a powerful competitive…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	TPX	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1,001-5,000	751 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 28, 2026 · View company records in RevenueBase
19	IT Solutions	Exact match	Fort Washington, PA, United StatesHQ recorded Sep 28, 2026	501-1,000	683 contacts →
	Exact match “With 30 years of experience as a trusted managed services provider, we're your dedicated partner in navigating the complex world of technology, so you can focus on growing your…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Betanxt	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	501-1,000	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
21	NIC	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	n/a	581 contacts →
	Exact match “NIC has been providing IT Solutions, Cybersecurity, and Cloud Services for businesses and organizations for the past two decades.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Integris	Exact match	Cranbury Township, NJ, United StatesHQ recorded Sep 28, 2026	501-1,000	574 contacts →
	Exact match “Integris is a national leader in future-ready Managed Services, delivering innovative solutions that drive digital maturity for small and midsize businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Savant Wealth Management	Exact match	Rockford, IL, United StatesHQ recorded Sep 28, 2026	501-1,000	565 contacts →
	Exact match “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Maintech, Incorporated	Exact match	Clark, NJ, United StatesHQ recorded Sep 28, 2026	501-1,000	529 contacts →
	Exact match “Maintech: A trusted global partner for IT Infrastructure Solutions and Managed Services, leveraging over 50 years of experience to empower businesses worldwide.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Ntiva, INC	Exact match	Mclean, VA, United StatesHQ recorded Sep 28, 2026	501-1,000	505 contacts →
	Exact match “At Ntiva, growing people (our employees, partners, and clients) is our mission.” 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 “managed IT services for investment 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 7,668 managed IT services for investment firms based in the United States

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Managed IT services for investment firms based in the United States at a glance

As of Sep 28, 2026

42.7%Verified-email coverage

27.3Average contacts per company

1-10Median size (employees)

4.6%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

4,370

11-50

2,551

51-200

540

201-500

110

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 7,668 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 “managed IT services for investment 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 89,346 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.

Managed IT services for investment 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 “managed IT services for investment firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many managed IT services for investment firms are there based in the United States?

RevenueBase identified 7,668 company matches for managed IT services for investment firms 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?

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

Which city has the most managed IT services for investment firms?

New York leads with 356 company records, followed by Houston (133) and Chicago (115).

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 89,346 professional contacts with verified work emails tracked across these 7,668 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.

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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.