Company lists · Data refreshed September 2026

Top 25 Mobile investment apps based in the United States

RevenueBase identified 91 mobile investment apps headquartered in the United States as of September 2026 and tracks 17,959 professional contacts across them, including 3,110 with verified work emails. New York is the largest hub.

This list covers mobile investment apps 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 20, 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 20, 2026 86% judged on-target in blind review
91Companies
17,959Contacts tracked
3,110Verified emails
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The 25 largest mobile investment apps based in the United States

Ranked by team size
Top 25 of 91 mobile investment apps based in the United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to mobile investment apps: 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 evidenceArlington, VA, United StatesHQ checked Sep 20, 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 20, 2026
2Indirect evidenceOmaha, NE, United StatesHQ checked Sep 20, 20265,001-10,0003,874 contacts →

Indirect evidence

“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceNew York, NY, United StatesHQ checked Sep 20, 2026501-1,000635 contacts →

Indirect 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 20, 2026
4Indirect evidenceNew York, NY, United StatesHQ checked Sep 20, 202651-200434 contacts →

Indirect 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 20, 2026
5Indirect evidencePalo Alto, CA, United StatesHQ checked Sep 20, 2026201-500416 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceNY, United StatesHQ checked Sep 20, 2026201-500237 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceChicago, IL, United StatesHQ checked Sep 20, 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 20, 2026
8Indirect evidenceBrooklyn, NY, United StatesHQ checked Sep 20, 202651-200123 contacts →

Indirect evidence

“TradeZero International is an online broker-dealer that offers retail investors commission-free stock trading and direct market access to US stocks.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 20, 202651-20052 contacts →

Indirect evidence

“Sequoia is a trusted international software product company.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceTampa, FL, United StatesHQ checked Sep 20, 202651-20051 contacts →

Indirect evidence

“The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.”

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5035 contacts →

Partial evidence

“Autopilot is a next-gen trading app and registered investment advisor (RIA) that makes professional-style investing accessible to everyone.”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5027 contacts →

Partial evidence

“As seen in @forbes @techcrunch @ycombinator @nytimes @fortunemag We're live on the app store https://apps.apple.com/us/app/alinea-insightful-investing/id1554623825”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceChicago, IL, United StatesHQ checked Sep 20, 202611-5026 contacts →

Indirect evidence

“TradingBlock is a technology-driven online brokerage on a mission to help self-directed investors identify new strategies for generating portfolio income, balance portfolio risk…”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5018 contacts →

Indirect evidence

“How big is a company’s carbon footprint?”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5012 contacts →

Indirect evidence

“All investors deserve access to institutional-quality financial intelligence.”

Source: RevenueBase Database · checked Sep 20, 2026
16Partial evidenceMiami, FL, United StatesHQ checked Sep 20, 20261-109 contacts →

Partial evidence

“FlexInvest is the all-in-one mobile financial platform that suits your lifestyle and gives you a simple and safe way to invest.”

Source: RevenueBase Database · checked Sep 20, 2026
17Partial evidenceChicago, IL, United StatesHQ checked Sep 20, 20261-108 contacts →

Partial evidence

“Rapunzl leverages the connectivity of social media to foster a competitive mobile community centered around financial markets.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceCoral Gables, FL, United StatesHQ checked Sep 20, 202611-506 contacts →

Indirect evidence

“Technology is everywhere.”

Source: RevenueBase Database · checked Sep 20, 2026
19Partial evidenceNew York City, NY, United StatesHQ checked Sep 20, 20261-106 contacts →

Partial evidence

“https://apps.apple.com/us/app/astor-portfolio-management/id1618993934”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceNew York, TX, United StatesHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“Silo is the first platform where customers can earn points on their stocks, ETFs, and bonds.”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceDallas, TX, United StatesHQ checked Sep 20, 202611-504 contacts →

Indirect evidence

“BBAE: Exclusive content, data, and insights to empower informed investing decisions.”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceNew York, NY, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“KOIN is an investing app that lets you see the future.”

Source: RevenueBase Database · checked Sep 20, 2026
23Indirect evidenceFort Collins, CO, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“The buy-and-hold investing playbook your parents used won’t get you there anymore.”

Source: RevenueBase Database · checked Sep 20, 2026
24Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Ursa's mission is to make everyone an investor.”

Source: RevenueBase Database · checked Sep 20, 2026
25Partial evidencePalo Alto, CA, United StatesHQ checked Sep 20, 202611-502 contacts →

Partial evidence

“BitLeague is a pioneer in mobile crypto banking, a leading voice in bitcoin investing, and an advocate of financial independence for all.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 91 mobile investment apps based in the United States

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Mobile investment apps based in the United States at a glance

As of Sep 20, 2026
17.3%Verified-email coverage
197.4Average contacts per company
1-10Median size (employees)
20.9%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
51
11-50
23
51-200
10
201-500
3
501-1,000
2
1,001-5,000
1
5,001-10,000
1

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 91 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 mobile investment apps, 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 “mobile investment apps”. 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 mobile investment apps), 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 mobile investment apps, 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, 3,110 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 20, 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 mobile investment apps, 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 mobile investment apps are there based in the United States?

RevenueBase identified 91 mobile investment apps 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?

E Trade From Morgan Stanley, headquartered in Arlington, tops this list with the largest team on record.

Which city has the most mobile investment apps?

New York leads with 19 headquartered companies, followed by San Francisco (5) and Chicago (3).

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 3,110 verified decision-maker contacts tracked across these 91 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 20, 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.