Company lists · Data refreshed September 2026

Top 25 Online investment platforms based in the United States

RevenueBase identified 302 company matches for online investment platforms associated with the United States as of September 2026 and tracks 26,239 professional contacts across them, including 6,368 with verified work emails. New York is the largest hub.

This list covers company matches for online investment platforms associated with the 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 29, 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 29, 2026 How this list was built
302Companies
26,239Contacts tracked
6,368Verified emails
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The 25 largest online investment platforms based in the United States

Ranked by team size
Top 25 of 302 company matches for online investment platforms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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 matchArlington, VA, United StatesHQ recorded Sep 29, 20261,001-5,00011,044 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2Exact matchOmaha, NE, United StatesHQ recorded Sep 29, 20265,001-10,0003,874 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3Exact matchMenlo Park, CA, United StatesHQ recorded Sep 29, 20261,001-5,0003,771 contacts →

Exact match

“Trade.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4Exact matchDallas, TX, United StatesHQ recorded Sep 29, 2026501-1,000911 contacts →

Exact match

“Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5Exact matchSt. Louis, MO, United StatesHQ recorded Sep 29, 20261,001-5,000752 contacts →

Exact match

“Scottrade, Inc, a financial services firm, partners with more than three million retail clients to provide the trading services and investment solutions they need to overcome…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6Exact matchNew York, NY, United StatesHQ recorded Sep 29, 2026501-1,000734 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7Exact matchNew York, NY, United StatesHQ recorded Sep 29, 2026501-1,000635 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8Exact matchNew York, NY, United StatesHQ recorded Sep 29, 202651-200434 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9Exact matchPalo Alto, CA, United StatesHQ recorded Sep 29, 2026201-500416 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10Exact matchNew York, NY, United StatesHQ recorded Sep 29, 2026201-500339 contacts →

Exact match

“DriveWealth is a global B2B financial technology platform.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11Exact matchChicago, IL, United StatesHQ recorded Sep 29, 2026201-500189 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12Exact matchChicago, IL, United StatesHQ recorded Sep 29, 202651-200174 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13Exact matchLos Angeles, CA, United StatesHQ recorded Sep 29, 202651-200165 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14Exact matchBrooklyn, NY, United StatesHQ recorded Sep 29, 202651-200123 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15Exact matchSan Francisco, CA, United StatesHQ recorded Sep 29, 202651-20087 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16Exact matchJersey City, United StatesHQ recorded Sep 29, 202651-20072 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17Exact matchNew York, NY, United StatesHQ recorded Sep 29, 202611-5069 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18Exact matchTampa, FL, United StatesHQ recorded Sep 29, 202651-20051 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19Exact matchNew York, United StatesHQ recorded Sep 29, 202611-5047 contacts →

Exact match

“Founded by 23-year-old Harvard dropout Steven Wang, dub is a copy-trading investment platform with 1.5M+ downloads and $47M funding, democratizing access to investment strategies.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20Exact matchLos Angeles, CA, United StatesHQ recorded Sep 29, 202651-20046 contacts →

Exact match

“RealtyMogul is an online marketplace for real estate investing.$8B in real estate to date.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21Exact matchPalo Alto, CA, United StatesHQ recorded Sep 29, 202611-5044 contacts →

Exact match

“Stockpile’s mission is to make it simple and affordable for Millennials and investors of any age, including children, to learn about stock and get started investing.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22Exact matchNew York, NY, United StatesHQ recorded Sep 29, 202611-5030 contacts →

Exact match

“EquityMultiple builds investor wealth through streamlined access to diversified real estate investment products.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23Exact matchTampa, FL, United StatesHQ recorded Sep 29, 202611-5029 contacts →

Exact match

“It's simple: Shop, pay bills, and transact at the companies & brands you use everyday, and our app will automatically purchase $1 worth of stock in those companies for you.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24Exact matchMclean, VA, United StatesHQ recorded Sep 29, 202651-20028 contacts →

Exact match

“Folio Investing is the brokerage designed specifically to help you maximize returns by providing you with the ability to create customized, well-diversified portfolios and manage…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25Exact matchChicago, IL, United StatesHQ recorded Sep 29, 202611-5026 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase

Showing 25 of 302 online investment platforms based in the United States

See the full list, filter by size, metro and specialty, and access 6,368 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Online investment platforms based in the United States at a glance

As of Sep 29, 2026
24.3%Verified-email coverage
86.9Average contacts per company
11-50Median size (employees)
16.9%Largest-city concentration · New York
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
150
11-50
98
51-200
29
201-500
9
501-1,000
8
1,001-5,000
5
5,001-10,000
3

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 302 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 the United States whose business descriptions match “online investment platforms” 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 6,368 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 29, 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.

Online investment platforms by metro

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 “online investment platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many online investment platforms are there based in the United States?

RevenueBase identified 302 company matches for online investment platforms associated with the 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?

E Trade From Morgan Stanley tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most online investment platforms?

New York leads with 51 company records, followed by San Francisco (20) and Miami (15).

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 6,368 professional contacts with verified work emails tracked across these 302 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 29, 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.