Company lists · Data refreshed September 2026

Top 25 Managed IT services for investment firms based in San Francisco, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 77 companies tracked

RevenueBase identified 77 managed IT services for investment firms headquartered in San Francisco, United States as of September 2026 and tracks 2,034 professional contacts across them, including 996 with verified work emails. Across the United States, New York is the largest hub for this category (350 companies); San Francisco has 77.

This list covers managed IT services for investment firms headquartered in San Francisco, 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

77Companies

2,034Contacts tracked

996Verified emails

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The 25 largest managed IT services for investment firms based in San Francisco, United States

Ranked by team size

Top 25 of 77 managed IT services for investment firms based in San Francisco, 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	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
2	Myvest	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	121 contacts →
	Partial evidence “MyVest builds enterprise wealth management technology for the digital age.” Source: RevenueBase Database · checked Sep 28, 2026
3	Jones IT	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	82 contacts →
	Partial evidence “At Jones IT, we believe IT should make your life easier- not more complicated.” Source: RevenueBase Database · checked Sep 28, 2026
4	PCS Technology	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	36 contacts →
	Strong evidence “At PCS Technology, we know how important it is for nonprofits to trust that their systems are secure and well-managed.” Source: RevenueBase Database · checked Sep 28, 2026
5	Xterra Solutions, INC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	31 contacts →
	Partial evidence “If your business’s IT service demands have left you feeling vulnerable or overloaded, you’re in the right place.” Source: RevenueBase Database · checked Sep 28, 2026
6	Kinetix	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	29 contacts →
	Strong evidence “The Kinetix managed service operates as if we were your internal IT department, with incentives fully aligned with yours.” Source: RevenueBase Database · checked Sep 28, 2026
7	Sentant	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	24 contacts →
	Partial evidence “Sentant is a next-generation cybersecurity & IT services firm with a team of experienced technology professionals.” Source: RevenueBase Database · checked Sep 28, 2026
8	Osborne Partners Capital Management, LLC	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	23 contacts →
	Strong evidence “Osborne Partners is an over 85-year-old firm that offers sophisticated investment management and active financial planning for families and institutions.” Source: RevenueBase Database · checked Sep 28, 2026
9	Centarus	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	22 contacts →
	Strong evidence “Centarus is dedicated to providing dependable Managed IT & Cybersecurity support to firms that want to increase efficiency & stay secure.” Source: RevenueBase Database · checked Sep 28, 2026
10	Colchis Capital Management, LP	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	20 contacts →
	Strong evidence “Colchis Capital Management is an investment management firm headquartered in San Francisco, California.” Source: RevenueBase Database · checked Sep 28, 2026
11	24hourtek, INC	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	19 contacts →
	Strong evidence “Our team of experts provides daily managed IT support solutions and IT Consulting that is personalized to our small to medium-sized business clients in the San Francisco Bay Area.” Source: RevenueBase Database · checked Sep 28, 2026
12	Coffer Group	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Indirect evidence “Coffer Group is headquartered in San Francisco, providing tailored technology solutions since 2007.” Source: RevenueBase Database · checked Sep 28, 2026
13	Mission Creek Capital Partners INC	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Strong evidence “Mission Creek Capital Partners is a fully independent registered investment advisor providing specialized investment management strategies and solutions for institutions, limited…” Source: RevenueBase Database · checked Sep 28, 2026
14	Ventura Tech, INC	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Strong evidence “Founded in San Francisco in 2001, Ventura Tech delivers managed IT services, cybersecurity, and hands-on IT support for Bay Area businesses of all sizes.” Source: RevenueBase Database · checked Sep 28, 2026
15	Kurv Investment Management	Partial evidence	San Francisco, United StatesHQ checked Sep 28, 2026	1-10	11 contacts →
	Partial evidence “Kurv delivers actively managed, tax-efficient strategies to investors of all sizes.” Source: RevenueBase Database · checked Sep 28, 2026
16	Great Gable Investments, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Indirect evidence “The Great Gable is one of the highest mountain peaks in England, located in the Lake District.” Source: RevenueBase Database · checked Sep 28, 2026
17	Palmares Advisors	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “Palmares Advisors is a boutique technology investment banking firm comprised of former senior operating executives who bring operating experience and insight along with a buyer’s…” Source: RevenueBase Database · checked Sep 28, 2026
18	Citrine Capital	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “Citrine Capital is a boutique wealth management firm committed to helping families and professionals thrive.” Source: RevenueBase Database · checked Sep 28, 2026
19	Park Presidio Capital	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Strong evidence “Park Presidio Capital is an investment management company based out of 1 Letterman Dr, San Francisco, California.” Source: RevenueBase Database · checked Sep 28, 2026
20	Alternis IT	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	7 contacts →
	Partial evidence “For IT solutions San Francisco, ALTERNIS IT takes pride in delivering world-class IT services tailored specifically for small and mid-sized businesses.” Source: RevenueBase Database · checked Sep 28, 2026
21	RHS Financial	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “RHS Financial is a boutique wealth management firm helping tech professionals think bigger about their wealth through the power of aspirational financial planning® and…” Source: RevenueBase Database · checked Sep 28, 2026
22	Jackson Square Capital	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “Jackson Square Capital helps ordinary people manage extraordinary wealth.” Source: RevenueBase Database · checked Sep 28, 2026
23	Seashore IT INC	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	6 contacts →
	Strong evidence “Our approach is designed to deliver the power of a fully staffed and experienced IT department at a fraction of the cost of managing it in-house.” Source: RevenueBase Database · checked Sep 28, 2026
24	Intelligent Capital	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “Intelligent Capital, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
25	Space Cadets	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “Space Cadets provides Technology, CyberSecurity and Networking solutions, so you can focus on your business and what you do best.” 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 77 managed IT services for investment firms based in San Francisco, United States

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Managed IT services for investment firms based in San Francisco, United States at a glance

As of Sep 28, 2026

49.0%Verified-email coverage

26.4Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 77 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 Francisco, 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 Francisco 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, 996 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

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 Francisco, United States?

RevenueBase identified 77 managed IT services for investment firms headquartered in San Francisco, 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?

Ss&c Advent, headquartered in San Francisco, 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 Francisco has 77.

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 996 verified decision-maker contacts tracked across these 77 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.