Company lists · Data refreshed September 2026
Top 25 Managed IT services for investment firms based in San Diego, United States
RevenueBase identified 69 managed IT services for investment firms headquartered in San Diego, United States as of September 2026 and tracks 526 professional contacts across them, including 217 with verified work emails. Across the United States, New York is the largest hub for this category (350 companies); San Diego has 69.
This list covers managed IT services for investment firms headquartered in San Diego, 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.
The 25 largest managed IT services for investment firms based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 56 contacts → | ||||
Partial evidence “Your organization requires IT to help it drive innovation, profitability, and security.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 55 contacts → | ||||
Strong evidence “Lucia Capital Group is an independent financial services firm offering financial planning, investment management, annuities, and insurance services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 40 contacts → | ||||
Partial evidence “Infracore is a best-in-class Cybersecurity and IT Support Services firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 28 contacts → | ||||
Partial evidence “Founded in 1985, ITCM provides businesses with solutions that keep your IT infrastructure intact.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 23 contacts → | ||||
Partial evidence “At ISC, we provide comprehensive IT solutions tailored to the diverse needs of modern businesses.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 22 contacts → | ||||
Partial evidence “We are now serving IT needs in the greater Chicago area!” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 15 contacts → | ||||
Partial evidence “AWM Global Advisors is an independent, fee based, Registered Investment Advisor, located in San Diego, California.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 15 contacts → | ||||
Partial evidence “WY Technology – Complete IT Solutions for Progressive Businesses Founded in WY Technology was created to help businesses leverage technology and find innovative solutions to the…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 10 contacts → | ||||
Strong evidence “SpotLink, a leading technology solutions firm based in San Diego, provides reliable, personalized network solutions, application development and managed IT services to small and…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 10 contacts → | ||||
Partial evidence “Heritage Wealth Management is an independently owned, San Diego based wealth management firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 8 contacts → | ||||
Strong evidence “Xonicwave specializes in delivering premier IT Managed Services and Solutions in Southern California.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 8 contacts → | ||||
Indirect evidence “Pointivity helps you innovate and grow with Cloud Smart solutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 7 contacts → | ||||
Strong evidence “Skyline IT Services helps businesses stay productive, secure, and prepared through responsive support, proactive management, and practical technology guidance.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 7 contacts → | ||||
Strong evidence “Network Titan provides Managed and Co-Managed IT Support and Cybersecurity Services delivering expert, rapid response complete IT Support, Networking, Server, Cloud Solutions…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6 contacts → | ||||
Partial evidence “Nicholas Investment Partners.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 contacts → | ||||
Partial evidence “At International Private Wealth Advisors, it’s our mission to help level the retirement playing field.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 4 contacts → | ||||
Partial evidence “We are a technology focused, values driven, independent, full service financial planning and wealth management firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 4 contacts → | ||||
Strong evidence “First Team IT is a full capability information technology Managed Service Provider (MSP) that prides itself on not only the knowledge and skill we bring to each engagement, but…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Partial evidence “Reliable IT Support and Service 7 days / week 24 hours / day Unforeseen business disasters can strike anytime - are you prepared?” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Strong evidence “IT Consulting firm based in San Diego, offering consulting on security, network management, infrastructure, cloud services, and more.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Partial evidence “Torrey Pines Financial is a registered Investment Advisory and Brokerage Firm serving all of Southern California.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3 contacts → | ||||
Indirect evidence “eIRONclad Technology Solutions services forward thinking companies with their technology needs.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 contacts → | ||||
Indirect evidence “We’re Tech Kahunas – creating a shift from the old approach to technology.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 3 contacts → | ||||
Strong evidence “With over 20 years of IT experience, ITLogic has been providing both Managed and Professional IT services for small to medium-sized businesses in the San Diego area.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 contacts → | ||||
Partial evidence “Wealth management services firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
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 69 managed IT services for investment firms based in San Diego, United States
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Managed IT services for investment firms based in San Diego, 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 San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 69 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 San Diego, 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 San Diego 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, 217 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 in the United States
- Managed IT services for investment firms in New York350
- Managed IT services for investment firms in Houston133
- Managed IT services for investment firms in Chicago115
- Managed IT services for investment firms in Miami98
- Managed IT services for investment firms in Dallas93
- Managed IT services for investment firms in Atlanta92
- Managed IT services for investment firms in Austin86
- Managed IT services for investment firms in San Francisco77
- Managed IT services for investment firms in Los Angeles74
- Managed IT services for investment firms in Tampa65
- Managed IT services for investment firms in Denver63
- Managed IT services for investment firms in Boston56
- Managed IT services for investment firms in Charlotte56
- Managed IT services for investment firms in Irvine51
- Managed IT services for investment firms in Portland47
- Managed IT services for investment firms in Phoenix44
- Managed IT services for investment firms in Las Vegas43
- Managed IT services for investment firms in Orlando37
- Managed IT services for investment firms in San Antonio37
- Managed IT services for investment firms in Washington36
- Managed IT services for investment firms in Seattle35
- Managed IT services for investment firms in Scottsdale32
- Managed IT services for investment firms in Jacksonville31
- Managed IT services for investment firms in San Jose31
- Managed IT services for investment firms in Cincinnati30
- Managed IT services for investment firms in Raleigh30
- Managed IT services for investment firms in Frisco29
- Managed IT services for investment firms in Richmond29
- Managed IT services for investment firms in Indianapolis28
- Managed IT services for investment firms in Louisville28
- Managed IT services for investment firms in Columbus26
- Managed IT services for investment firms in Birmingham25
- Managed IT services for investment firms in Fort Lauderdale25
- Managed IT services for investment firms in Nashville25
- Managed IT services for investment firms in Wilmington25
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 San Diego, United States?
RevenueBase identified 69 managed IT services for investment firms headquartered in San Diego, 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?
Bird Rock Systems, headquartered in San Diego, tops this list with the largest team on record.
Which city in the United States has the most managed IT services for investment firms?
New York leads the United States with 350 headquartered companies, followed by Houston (133) and Chicago (115). San Diego has 69.
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 217 verified decision-maker contacts tracked across these 69 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.
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