Company lists · Data refreshed September 2026

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

RevenueBase identified 77 company matches for managed IT services for investment firms associated with 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 (356 companies); San Francisco has 77.

This list covers company matches for managed IT services for investment firms associated with San Francisco, 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
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 company matches for managed IT services for investment firms based in San Francisco, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 20261,001-5,0001,389 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
2Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202651-200121 contacts →

Exact match

“MyVest builds enterprise wealth management technology for the digital age.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202651-20082 contacts →

Exact match

“At Jones IT, we believe IT should make your life easier- not more complicated.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202611-5036 contacts →

Exact match

“At PCS Technology, we know how important it is for nonprofits to trust that their systems are secure and well-managed.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202611-5031 contacts →

Exact match

“If your business’s IT service demands have left you feeling vulnerable or overloaded, you’re in the right place.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202611-5029 contacts →

Exact match

“The Kinetix managed service operates as if we were your internal IT department, with incentives fully aligned with yours.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202611-5024 contacts →

Exact match

“Sentant is a next-generation cybersecurity & IT services firm with a team of experienced technology professionals.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202611-5023 contacts →

Exact match

“Osborne Partners is an over 85-year-old firm that offers sophisticated investment management and active financial planning for families and institutions.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202611-5022 contacts →

Exact match

“Centarus is dedicated to providing dependable Managed IT & Cybersecurity support to firms that want to increase efficiency & stay secure.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202611-5020 contacts →

Exact match

“Colchis Capital Management is an investment management firm headquartered in San Francisco, California.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202611-5019 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202611-5014 contacts →

Exact match

“Coffer Group is headquartered in San Francisco, providing tailored technology solutions since 2007.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202611-5012 contacts →

Exact match

“Mission Creek Capital Partners is a fully independent registered investment advisor providing specialized investment management strategies and solutions for institutions, limited…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202611-5011 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact matchSan Francisco, United StatesHQ recorded Sep 28, 20261-1011 contacts →

Exact match

“Kurv delivers actively managed, tax-efficient strategies to investors of all sizes.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 20261-108 contacts →

Exact match

“The Great Gable is one of the highest mountain peaks in England, located in the Lake District.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 20261-108 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 20261-107 contacts →

Exact match

“Citrine Capital is a boutique wealth management firm committed to helping families and professionals thrive.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 20261-107 contacts →

Exact match

“Park Presidio Capital is an investment management company based out of 1 Letterman Dr, San Francisco, California.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202651-2007 contacts →

Exact match

“For IT solutions San Francisco, ALTERNIS IT takes pride in delivering world-class IT services tailored specifically for small and mid-sized businesses.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 20261-107 contacts →

Exact match

“RHS Financial is a boutique wealth management firm helping tech professionals think bigger about their wealth through the power of aspirational financial planning® and…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 20261-106 contacts →

Exact match

“Jackson Square Capital helps ordinary people manage extraordinary wealth.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202611-506 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 20261-106 contacts →

Exact match

“Intelligent Capital, Inc.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 20261-106 contacts →

Exact match

“Space Cadets provides Technology, CyberSecurity and Networking solutions, so you can focus on your business and what you do best.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 25 of 77 managed IT services for investment firms based in San Francisco, United States

See the full list, filter by size, metro and specialty, and access 996 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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
49
11-50
18
51-200
5
201-500
2
1,001-5,000
1

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

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 San Francisco, 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 996 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 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 “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 San Francisco, United States?

RevenueBase identified 77 company matches for managed IT services for investment firms associated with San Francisco, 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?

Ss&c Advent 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 managed IT services for investment firms?

New York leads the United States with 356 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 996 professional contacts with verified work emails tracked across these 77 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.