Company lists · Data refreshed September 2026

Top 25 Mobile wealth management companies based in the United States

Name: Mobile wealth management companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 235 companies tracked

RevenueBase identified 235 mobile wealth management companies headquartered in the United States as of September 2026 and tracks 9,086 professional contacts across them, including 4,111 with verified work emails. New York is the largest hub.

This list covers mobile wealth management companies 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 17, 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 17, 2026 86% judged on-target in blind review

235Companies

9,086Contacts tracked

4,111Verified emails

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The 25 largest mobile wealth management companies based in the United States

Ranked by team size

Top 25 of 235 mobile wealth management companies based in the United States, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to mobile wealth management companies: 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	Personal Capital	Indirect evidence	Redwood City, CA, United StatesHQ checked Sep 17, 2026	201-500	1,168 contacts →
	Indirect evidence “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Source: RevenueBase Database · checked Sep 17, 2026
2	ORION	Partial evidence	Omaha, NE, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,042 contacts →
	Partial evidence “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Source: RevenueBase Database · checked Sep 17, 2026
3	Investcloud, INC	Partial evidence	West Hollywood, CA, United StatesHQ checked Sep 17, 2026	1,001-5,000	992 contacts →
	Partial evidence “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Source: RevenueBase Database · checked Sep 17, 2026
4	Assetmark	Indirect evidence	Concord, CA, United StatesHQ checked Sep 17, 2026	1,001-5,000	982 contacts →
	Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Sep 17, 2026
5	Betanxt	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	501-1,000	629 contacts →
	Strong evidence “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Source: RevenueBase Database · checked Sep 17, 2026
6	Farther	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	501-1,000	452 contacts →
	Partial evidence “Welcome to Intelligent Wealth.” Source: RevenueBase Database · checked Sep 17, 2026
7	Public	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	434 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 17, 2026
8	Wealthfront	Partial evidence	Palo Alto, CA, United StatesHQ checked Sep 17, 2026	201-500	416 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 17, 2026
9	STASH	Indirect evidence	NY, United StatesHQ checked Sep 17, 2026	201-500	237 contacts →
	Indirect evidence “Stash is a personal finance app that makes investing easy and affordable for millions of Americans.” Source: RevenueBase Database · checked Sep 17, 2026
10	Certified Financial Services	Indirect evidence	Paramus, NJ, United StatesHQ checked Sep 17, 2026	51-200	197 contacts →
	Indirect evidence “Our mission is to use our innovative skills and financial knowledge to help you and those important to you enjoy financial confidence, balance, and prosperity.” Source: RevenueBase Database · checked Sep 17, 2026
11	Nitrogen	Strong evidence	Auburn, CA, United StatesHQ checked Sep 17, 2026	201-500	189 contacts →
	Strong evidence “Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Source: RevenueBase Database · checked Sep 17, 2026
12	Envestnet Tamarac	Partial evidence	Berwyn, PA, United StatesHQ checked Sep 17, 2026	1,001-5,000	174 contacts →
	Partial evidence “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Source: RevenueBase Database · checked Sep 17, 2026
13	Origin	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	51-200	123 contacts →
	Indirect evidence “Origin is your personal AI financial advisor.” Source: RevenueBase Database · checked Sep 17, 2026
14	Myvest	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	51-200	121 contacts →
	Strong evidence “MyVest builds enterprise wealth management technology for the digital age.” Source: RevenueBase Database · checked Sep 17, 2026
15	Arta Finance	Partial evidence	Mountain View, CA, United StatesHQ checked Sep 17, 2026	51-200	113 contacts →
	Partial evidence “Arta is an AI-driven wealth and financial technology company headquartered in the United States and Singapore.” Source: RevenueBase Database · checked Sep 17, 2026
16	Advyzon	Strong evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	51-200	108 contacts →
	Strong evidence “In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Source: RevenueBase Database · checked Sep 17, 2026
17	Robertson Stephens	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	51-200	105 contacts →
	Strong evidence “Robertson Stephens is a wealth management firm striving to provide comprehensive and innovative investment strategies and wealth solutions to our clients through an intelligent…” Source: RevenueBase Database · checked Sep 17, 2026
18	BEEM	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 17, 2026	51-200	102 contacts →
	Indirect evidence “We're building the Unified Managed Account (UMA) for everyone.Today, UMAs (AKA SMAs) are a $3.7 trillion market, but they require $300K minimums, charge 1-3% annual fees, and…” Source: RevenueBase Database · checked Sep 17, 2026
19	Advisorengine	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 17, 2026	51-200	82 contacts →
	Indirect evidence “AdvisorEngine is a digital platform to supercharge advisor growth.” Source: RevenueBase Database · checked Sep 17, 2026
20	ZOE Financial	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	11-50	69 contacts →
	Partial evidence “Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Source: RevenueBase Database · checked Sep 17, 2026
21	Inter US	Indirect evidence	Miami, FL, United StatesHQ checked Sep 17, 2026	51-200	65 contacts →
	Indirect evidence “A pioneering financial super app transforming how over 40 million consumers across the Americas manage their finances and lifestyles.” Source: RevenueBase Database · checked Sep 17, 2026
22	SEEDS	Indirect evidence	New York, United StatesHQ checked Sep 17, 2026	11-50	58 contacts →
	Indirect evidence “A client onboarding and investing platform designed to help financial advisors effortlessly connect with more people, streamline operations, and inspire clients to engage.” Source: RevenueBase Database · checked Sep 17, 2026
23	Tradesmith, LLC	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 17, 2026	51-200	51 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 17, 2026
24	Lifeworks Advisors	Indirect evidence	Kentwood, MI, United StatesHQ checked Sep 17, 2026	11-50	48 contacts →
	Indirect evidence “Lifeworks Advisors is a modern independent registered investment advisor (RIA) and technology firm that is solving the biggest challenges advisors face today.” Source: RevenueBase Database · checked Sep 17, 2026
25	Koyfin	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	11-50	43 contacts →
	Indirect evidence “Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Source: RevenueBase Database · checked Sep 17, 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: mobile wealth management companies. 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 mobile wealth management companies.
Partial evidence: Its own public description names part of mobile wealth management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name mobile wealth management companies. 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 235 mobile wealth management companies based in the United States

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Mobile wealth management companies based in the United States at a glance

As of Sep 17, 2026

45.2%Verified-email coverage

38.7Average contacts per company

1-10Median size (employees)

12.3%Largest-city concentration · New York

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

134

11-50

51-200

201-500

501-1,000

1,001-5,000

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 235 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 wealth management companies, 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 wealth management companies”. 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 wealth management companies), 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 wealth management companies, 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, 4,111 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 17, 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.

Mobile wealth management companies by metro

Mobile wealth management companies in New York29

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 wealth management companies, 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 wealth management companies are there based in the United States?

RevenueBase identified 235 mobile wealth management companies 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?

Personal Capital, headquartered in Redwood City, tops this list with the largest team on record.

Which city has the most mobile wealth management companies?

New York leads with 29 headquartered companies, followed by San Francisco (22) and Los Angeles (7).

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 4,111 verified decision-maker contacts tracked across these 235 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 17, 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.