Company lists · Data refreshed September 2026

Top 25 Online portfolio management companies based in the United States

Name: Online portfolio 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 20, 2026 764 companies tracked

RevenueBase identified 764 online portfolio management companies headquartered in the United States as of September 2026 and tracks 88,358 professional contacts across them, including 39,803 with verified work emails. New York is the largest hub.

This list covers online portfolio 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 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

764Companies

88,358Contacts tracked

39,803Verified emails

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The 25 largest online portfolio management companies based in the United States

Ranked by team size

Top 25 of 764 online portfolio management companies 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 online portfolio 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	Charles Schwab	Indirect evidence	Westlake, TX, United StatesHQ checked Sep 20, 2026	10001+	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 20, 2026
2	LPL Financial	Partial evidence	San Diego, CA, United StatesHQ checked Sep 20, 2026	5,001-10,000	13,475 contacts →
	Partial evidence “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Source: RevenueBase Database · checked Sep 20, 2026
3	E Trade From Morgan Stanley	Partial evidence	Arlington, VA, United StatesHQ checked Sep 20, 2026	1,001-5,000	11,044 contacts →
	Partial evidence “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Source: RevenueBase Database · checked Sep 20, 2026
4	TD Ameritrade	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 20, 2026	5,001-10,000	3,874 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
5	Robinhood	Indirect evidence	Menlo Park, CA, United StatesHQ checked Sep 20, 2026	1,001-5,000	3,771 contacts →
	Indirect evidence “Trade.” Source: RevenueBase Database · checked Sep 20, 2026
6	Icapital	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	2,016 contacts →
	Partial evidence “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Source: RevenueBase Database · checked Sep 20, 2026
7	Ss&c Advent	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,389 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
8	Addepar	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,304 contacts →
	Indirect evidence “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Source: RevenueBase Database · checked Sep 20, 2026
9	Personal Capital	Indirect evidence	Redwood City, CA, United StatesHQ checked Sep 20, 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 20, 2026
10	ORION	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,042 contacts →
	Indirect 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 20, 2026
11	Investcloud, INC	Indirect evidence	West Hollywood, CA, United StatesHQ checked Sep 20, 2026	1,001-5,000	992 contacts →
	Indirect evidence “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Source: RevenueBase Database · checked Sep 20, 2026
12	Assetmark	Indirect evidence	Concord, CA, United StatesHQ checked Sep 20, 2026	1,001-5,000	982 contacts →
	Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Sep 20, 2026
13	Apex Fintech Solutions	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	501-1,000	911 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
14	Enfusion NOW Cwan	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	5,001-10,000	818 contacts →
	Partial evidence “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Source: RevenueBase Database · checked Sep 20, 2026
15	Clear Street	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	501-1,000	734 contacts →
	Indirect 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 20, 2026
16	Oppenheimerfunds	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	5,001-10,000	683 contacts →
	Partial evidence “Founded in 1959, OppenheimerFunds was an asset management firm serving financial advisors, individual investors and institutions, which specialized in equity, fixed income…” Source: RevenueBase Database · checked Sep 20, 2026
17	Betterment	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	501-1,000	635 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
18	Betanxt	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	501-1,000	629 contacts →
	Partial 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 20, 2026
19	Dynamo Software	Indirect evidence	Watertown, MA, United StatesHQ checked Sep 20, 2026	201-500	440 contacts →
	Indirect evidence “Since 1998, the Dynamo team and its Client Services and Support organization have worked alongside fund managers, institutional investors, and service providers to identify and…” Source: RevenueBase Database · checked Sep 20, 2026
20	Public	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	434 contacts →
	Partial 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
21	Vestmark	Indirect evidence	Wakefield, MA, United StatesHQ checked Sep 20, 2026	201-500	430 contacts →
	Indirect evidence “Headquartered outside of Boston, Mass.” Source: RevenueBase Database · checked Sep 20, 2026
22	Pontera	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	328 contacts →
	Indirect evidence “Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Source: RevenueBase Database · checked Sep 20, 2026
23	STASH	Indirect evidence	NY, United StatesHQ checked Sep 20, 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 20, 2026
24	Sterling Capital Management LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 20, 2026	51-200	219 contacts →
	Partial evidence “Sterling Capital Management LLC, founded in 1970 and headquartered in Charlotte, NC, is an indirect, wholly-owned asset manager subsidiary of Guardian Capital Group Limited…” Source: RevenueBase Database · checked Sep 20, 2026
25	Savvy Wealth	Indirect evidence	New York, United StatesHQ checked Sep 20, 2026	51-200	198 contacts →
	Indirect evidence “Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Source: RevenueBase Database · checked Sep 20, 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: online portfolio 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 online portfolio management companies.
Partial evidence: Its own public description names part of online portfolio management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name online portfolio 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 764 online portfolio management companies based in the United States

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Online portfolio management companies based in the United States at a glance

As of Sep 20, 2026

45.0%Verified-email coverage

115.7Average contacts per company

1-10Median size (employees)

9.4%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

469

11-50

185

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 764 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 online portfolio 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 “online portfolio 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 online portfolio 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 online portfolio 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, 39,803 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.

Online portfolio management companies by metro

Online portfolio management companies in New York72
Online portfolio management companies in San Francisco45

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 online portfolio 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 online portfolio management companies are there based in the United States?

RevenueBase identified 764 online portfolio 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?

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

Which city has the most online portfolio management companies?

New York leads with 72 headquartered companies, followed by San Francisco (45) and Boston (21).

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 39,803 verified decision-maker contacts tracked across these 764 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.