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 managed IT services for investment firms headquartered in 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 managed IT services for investment firms 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 28, 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 28, 2026 86% judged on-target in blind review

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 managed IT services for investment firms based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to managed IT services for investment firms: 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	Edward Jones	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 28, 2026	10001+	42,985 contacts →
	Indirect evidence “Edward Jones is a leading North American financial services firm in the U.S.” Source: RevenueBase Database · checked Sep 28, 2026
2	Northern Trust	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	10001+	27,212 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
3	Franklin Templeton	Strong evidence	San Mateo, CA, United StatesHQ checked Sep 28, 2026	5,001-10,000	10,517 contacts →
	Strong evidence “Franklin Resources, Inc.[NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton The products, services, information and…” Source: RevenueBase Database · checked Sep 28, 2026
4	BAIRD	Indirect evidence	Milwaukee, WI, United StatesHQ checked Sep 28, 2026	5,001-10,000	5,330 contacts →
	Indirect evidence “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Source: RevenueBase Database · checked Sep 28, 2026
5	GURU	Strong evidence	Rockville, MD, United StatesHQ checked Sep 28, 2026	n/a	1,906 contacts →
	Strong evidence “Established in 1995, GURU is an IT managed service provider that specializes in infrastructure support, systems integration, data architecture, data hosting, and cloud services.” Source: RevenueBase Database · checked Sep 28, 2026
6	Cambridge Associates	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,792 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
7	Eplus INC	Partial evidence	Herndon, VA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,749 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
8	Rockefeller Capital Management	Partial evidence	New York, DE, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,663 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
9	Mercer Advisors	Indirect evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	501-1,000	1,434 contacts →
	Indirect evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 28, 2026
10	Ss&c Advent	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,389 contacts →
	Strong 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 28, 2026
11	Indus Valley Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,345 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
12	Marco Technologies	Indirect evidence	St. Cloud, MN, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,203 contacts →
	Indirect evidence “At Marco, we're all about making technology work for you (and not the other way around).” Source: RevenueBase Database · checked Sep 28, 2026
13	Charles River Development	Strong evidence	Burlington, MA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,140 contacts →
	Strong 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 28, 2026
14	Waddell & Reed	Strong evidence	Shawnee Mission, KS, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,112 contacts →
	Strong evidence “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Source: RevenueBase Database · checked Sep 28, 2026
15	Synoptek	Partial evidence	Costa Mesa, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,037 contacts →
	Partial evidence “Synoptek is a leading global managed services provider and technology consulting firm that delivers transformative business results.” Source: RevenueBase Database · checked Sep 28, 2026
16	Enfusion NOW Cwan	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	5,001-10,000	818 contacts →
	Strong evidence “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Source: RevenueBase Database · checked Sep 28, 2026
17	Buchanan Technologies	Partial evidence	Grapevine, TX, United StatesHQ checked Sep 28, 2026	501-1,000	818 contacts →
	Partial evidence “As a leading IT consulting and outsourcing services firm, Buchanan Technologies helps organizations across North America turn their business technology into a powerful competitive…” Source: RevenueBase Database · checked Sep 28, 2026
18	TPX	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 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 28, 2026
19	IT Solutions	Partial evidence	Fort Washington, PA, United StatesHQ checked Sep 28, 2026	501-1,000	683 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
20	Betanxt	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	629 contacts →
	Partial 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 28, 2026
21	NIC	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	n/a	581 contacts →
	Partial evidence “NIC has been providing IT Solutions, Cybersecurity, and Cloud Services for businesses and organizations for the past two decades.” Source: RevenueBase Database · checked Sep 28, 2026
22	Integris	Partial evidence	Cranbury Township, NJ, United StatesHQ checked Sep 28, 2026	501-1,000	574 contacts →
	Partial evidence “Integris is a national leader in future-ready Managed Services, delivering innovative solutions that drive digital maturity for small and midsize businesses.” Source: RevenueBase Database · checked Sep 28, 2026
23	Savant Wealth Management	Partial evidence	Rockford, IL, United StatesHQ checked Sep 28, 2026	501-1,000	565 contacts →
	Partial evidence “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Source: RevenueBase Database · checked Sep 28, 2026
24	Maintech, Incorporated	Strong evidence	Clark, NJ, United StatesHQ checked Sep 28, 2026	501-1,000	529 contacts →
	Strong evidence “Maintech: A trusted global partner for IT Infrastructure Solutions and Managed Services, leveraging over 50 years of experience to empower businesses worldwide.” Source: RevenueBase Database · checked Sep 28, 2026
25	Ntiva, INC	Indirect evidence	Mclean, VA, United StatesHQ checked Sep 28, 2026	501-1,000	505 contacts →
	Indirect evidence “At Ntiva, growing people (our employees, partners, and clients) is our mission.” Source: RevenueBase Database · checked Sep 28, 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: managed IT services for investment firms. 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 managed IT services for investment firms.
Partial evidence: Its own public description names part of managed IT services for investment firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name managed IT services for investment firms. 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 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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among managed IT services for investment firms, 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 “managed IT services for investment firms”. 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 managed IT services for investment firms), 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 managed IT services for investment firms, 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, 89,346 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 28, 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.

Managed IT services for investment firms by metro

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

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

Edward Jones, headquartered in St. Louis, tops this list with the largest team on record.

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

New York leads with 350 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 89,346 verified decision-maker contacts tracked across these 7,668 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 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 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.