Company lists · Data refreshed September 2026

Top 25 Micro-investing platforms based in the United States

RevenueBase identified 753 micro-investing platforms headquartered in the United States as of September 2026 and tracks 57,267 professional contacts across them, including 23,648 with verified work emails and 22,253 with mobile numbers. New York is the largest hub.

This list covers micro-investing platforms 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 5, 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 5, 2026 86% judged on-target in blind review
753Companies
57,267Contacts tracked
23,648Verified emails
22,253Mobile numbers
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest micro-investing platforms based in the United States

Ranked by team size
Top 25 of 753 micro-investing platforms based in the United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. RevenueBase Smart Search rates how each company's information relates to micro-investing platforms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceWestlake, TX, United StatesHQ checked Sep 5, 202610001+31,927 contacts →

Indirect evidence

“Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.”

Source: RevenueBase Database · checked Sep 5, 2026
2Indirect evidenceArlington, VA, United StatesHQ checked Sep 5, 20261,001-5,00011,044 contacts →

Indirect evidence

“E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.”

Source: RevenueBase Database · checked Sep 5, 2026
3Indirect evidenceMenlo Park, CA, United StatesHQ checked Sep 5, 20261,001-5,0003,771 contacts →

Indirect evidence

“Trade.”

Source: RevenueBase Database · checked Sep 5, 2026
4Partial evidenceNew York, NY, United StatesHQ checked Sep 5, 2026501-1,000734 contacts →

Partial evidence

“Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale.”

Source: RevenueBase Database · checked Sep 5, 2026
5Partial evidenceNew York, NY, United StatesHQ checked Sep 5, 2026501-1,000635 contacts →

Partial evidence

“Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.”

Source: RevenueBase Database · checked Sep 5, 2026
6Indirect evidenceAlexandria, VA, United StatesHQ checked Sep 5, 2026201-500545 contacts →

Indirect evidence

“The Motley Fool’s name comes from William Shakespeare’s play “As You Like It”.”

Source: RevenueBase Database · checked Sep 5, 2026
7Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 5, 202651-200441 contacts →

Indirect evidence

“AngelList builds the infrastructure where capital, creativity, and hard work come together to accelerate the rate of innovation.”

Source: RevenueBase Database · checked Sep 5, 2026
8Strong evidenceNew York, NY, United StatesHQ checked Sep 5, 202651-200434 contacts →

Strong evidence

“Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.”

Source: RevenueBase Database · checked Sep 5, 2026
9Partial evidencePalo Alto, CA, United StatesHQ checked Sep 5, 2026201-500416 contacts →

Partial evidence

“Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition.”

Source: RevenueBase Database · checked Sep 5, 2026
10Partial evidenceNew York, NY, United StatesHQ checked Sep 5, 2026201-500339 contacts →

Partial evidence

“DriveWealth is a global B2B financial technology platform.”

Source: RevenueBase Database · checked Sep 5, 2026
11Indirect evidenceNew York, CO, United StatesHQ checked Sep 5, 2026201-500279 contacts →

Indirect evidence

“Republic is a financial technology firm specializing in private market investment services.”

Source: RevenueBase Database · checked Sep 5, 2026
12Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 5, 202651-200260 contacts →

Indirect evidence

“We believe in making money simple.”

Source: RevenueBase Database · checked Sep 5, 2026
13Partial evidenceNY, United StatesHQ checked Sep 5, 2026201-500237 contacts →

Partial evidence

“Stash is a personal finance app that makes investing easy and affordable for millions of Americans.”

Source: RevenueBase Database · checked Sep 5, 2026
14Indirect evidenceChicago, IL, United StatesHQ checked Sep 5, 2026201-500189 contacts →

Indirect evidence

“Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.”

Source: RevenueBase Database · checked Sep 5, 2026
15Partial evidenceChicago, IL, United StatesHQ checked Sep 5, 202651-200174 contacts →

Partial evidence

“M1 is a fast-growing fintech company and personal finance platform made for the modern era.”

Source: RevenueBase Database · checked Sep 5, 2026
16Strong evidenceLos Angeles, CA, United StatesHQ checked Sep 5, 202651-200165 contacts →

Strong evidence

“Launched in 2014, StartEngine is a leading platform for investing in startups and pre-IPO opportunities.”

Source: RevenueBase Database · checked Sep 5, 2026
17Strong evidenceChicago, IL, United StatesHQ checked Sep 5, 202651-200120 contacts →

Strong evidence

“Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide.”

Source: RevenueBase Database · checked Sep 5, 2026
18Strong evidenceNew York, NY, United StatesHQ checked Sep 5, 2026n/a107 contacts →

Strong evidence

“Digital Entertainment Ventures (DEV) is an investing platform that focuses on early stage companies building transformative products in digital media and commerce.”

Source: RevenueBase Database · checked Sep 5, 2026
19Strong evidenceNew York, NY, United StatesHQ checked Sep 5, 2026201-500104 contacts →

Strong evidence

“Crowd Street is a leading platform for direct-access private market investing.”

Source: RevenueBase Database · checked Sep 5, 2026
20Indirect evidenceNew York, United StatesHQ checked Sep 5, 202651-20096 contacts →

Indirect evidence

“Stocktwits is the world’s leading social network and community of investors and traders.”

Source: RevenueBase Database · checked Sep 5, 2026
21Indirect evidenceAustin, TX, United StatesHQ checked Sep 5, 202611-5096 contacts →

Indirect evidence

“Real Simple, Real Access, Real Estate.”

Source: RevenueBase Database · checked Sep 5, 2026
22Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 5, 202651-20087 contacts →

Partial evidence

“100% Bank, 100% Tech: Where safety meets innovation Jiko is an innovative banking platform that delivers financial safety, speed, and simplicity to its clients by owning and…”

Source: RevenueBase Database · checked Sep 5, 2026
23Indirect evidenceJersey City, United StatesHQ checked Sep 5, 202651-20072 contacts →

Indirect evidence

“The Voyager app offers a simple and secure way to invest in 100 cryptocurrencies, including Bitcoin, Ethereum, and the widest selection of altcoins in North America.”

Source: RevenueBase Database · checked Sep 5, 2026
24Partial evidenceNew York, NY, United StatesHQ checked Sep 5, 202611-5069 contacts →

Partial evidence

“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.”

Source: RevenueBase Database · checked Sep 5, 2026
25Indirect evidenceSunnyvale, CA, United StatesHQ checked Sep 5, 202611-5062 contacts →

Indirect evidence

“Linqto is a pioneering fintech company simplifying private market investments for accredited investors.”

Source: RevenueBase Database · checked Sep 5, 2026

Showing 25 of 753 micro-investing platforms based in the United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 23,648 reachable decision-makers.

Free signup · no credit card

View the full list →

Micro-investing platforms based in the United States at a glance

As of Sep 5, 2026
41.3%Verified-email coverage
38.9%Mobile-number coverage
76.1Average contacts per company
1-10Median size (employees)
15.1%Largest-city concentration · New York
Sep 5, 2026Page data refreshed

Companies by employee count

1-10
464
11-50
216
51-200
48
201-500
14
501-1,000
5
1,001-5,000
2
5,001-10,000
1
10001+
1

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

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 micro-investing platforms, 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 “micro-investing platforms”. 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 micro-investing platforms), 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 micro-investing platforms, 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, 23,648 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 5, 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.

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 micro-investing platforms, 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 micro-investing platforms are there based in the United States?

RevenueBase identified 753 micro-investing platforms 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?

Charles Schwab, headquartered in Westlake, tops this list with the largest team on record.

Which city has the most micro-investing platforms?

New York leads with 114 headquartered companies, followed by San Francisco (69) and Los Angeles (30).

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 23,648 verified decision-maker contacts tracked across these 753 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 5, 2026.

Ready to reach these companies? Verified emails and direct dials for all 753 micro-investing platforms based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

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.