Company lists · Data refreshed September 2026
Top 25 Passive investing platforms based in the United States
RevenueBase identified 272 company matches for passive investing platforms associated with the United States as of September 2026 and tracks 52,430 professional contacts across them, including 21,400 with verified work emails. New York is the largest hub.
This list covers company matches for passive investing 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.
The 25 largest passive investing platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 31,927 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 11,044 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 | |||||
| 3 | 3,874 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 | |||||
| 4 | 911 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 | |||||
| 5 | 635 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 | |||||
| 6 | 434 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 | |||||
| 7 | 416 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 | |||||
| 8 | 237 contacts → | ||||
Exact match “Stash is a personal finance app that makes investing easy and affordable for millions of Americans.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 189 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 | |||||
| 10 | 103 contacts → | ||||
Exact match “Madison Investments is 100% employee-owned and has been based in Wisconsin’s capital city since its founding in 1974.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 102 contacts → | ||||
Exact match “55ip is a financial technology company purpose-built to break down barriers to financial progress.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 99 contacts → | ||||
Exact match “Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 88 contacts → | ||||
Exact match “A Franklin Templeton company, O’Shaughnessy Asset Management (OSAM) combines deep research, advanced software, and a focus on tax-aware investing to deliver factor-based…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 69 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 | |||||
| 15 | 67 contacts → | ||||
Exact match “Symmetry Partners brings decades of experience and commitment to helping Advisors and their clients achieve their most important goals with confidence.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 51 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 | |||||
| 17 | 47 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 | |||||
| 18 | 35 contacts → | ||||
Exact match “Autopilot is a next-gen trading app and registered investment advisor (RIA) that makes professional-style investing accessible to everyone.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 33 contacts → | ||||
Exact match “NewVest is an institutional platform of index funds designed to provide investors with diversified, passive exposure to private markets, similar to how ETFs and Index Funds…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 29 contacts → | ||||
Exact match “Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 29 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 | |||||
| 22 | 28 contacts → | ||||
Exact match “Hedge funds were invented over fifty years ago, and they haven’t changed much since: a “superstar” genius manager, a secretive strategy, an opaque and complex legal entity into…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 28 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 | |||||
| 24 | 26 contacts → | ||||
Exact match “Future Capital is an SEC-registered investment adviser in Chattanooga, Tennessee.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 26 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 | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “passive investing platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 272 passive investing platforms based in the United States
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Passive investing platforms based in the United States at a glance
As of Sep 29, 2026Companies by employee count
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 272 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 “passive investing 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 21,400 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.
Passive investing 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 “passive investing platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many passive investing platforms are there based in the United States?
RevenueBase identified 272 company matches for passive investing 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?
Charles Schwab tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most passive investing platforms?
New York leads with 37 company records, followed by San Francisco (29) and Palo Alto (8).
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 21,400 professional contacts with verified work emails tracked across these 272 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.
Ready to reach these companies? Verified emails and direct dials for all 272 passive investing platforms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Passive investing platforms by geography
- Passive investing platforms based in Bangalore, India
- Passive investing platforms based in Mumbai, India
- Passive investing platforms based in London, United Kingdom
- Passive investing platforms based in New York, United States
- Passive investing platforms based in San Francisco, United States
- Passive investing platforms based in Australia
- Passive investing platforms based in Brazil
- Passive investing platforms based in Canada
- Passive investing platforms based in France
- Passive investing platforms based in Germany
- Passive investing platforms based in India
- Passive investing platforms based in the Netherlands
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Passive investing platforms based in Bangalore, India
- Passive investing platforms based in Mumbai, India
- Passive investing platforms based in London, United Kingdom
- Passive investing platforms based in New York, United States
- Passive investing platforms based in San Francisco, United States
- Passive investing platforms based in Australia
Company intelligence · public preview
Top 25 passive investing platforms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 272 matching company records for passive investing platforms based in the United States, with 52,430 tracked contacts and 21,400 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 passive investing platforms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Charles Schwababoutschwab.comHQ: Westlake, TX, United StatesReported employees: 10001+ | Westlake, TX, United States | 10001+ | Exact match | 31,927 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  E Trade From Morgan Stanleyetrade.comHQ: Arlington, VA, United StatesReported employees: 1,001-5,000 | Arlington, VA, United States | 1,001-5,000 | Exact match | 11,044 contacts → |
“E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  TD Ameritradetdameritrade.comHQ: Omaha, NE, United StatesReported employees: 5,001-10,000 | Omaha, NE, United States | 5,001-10,000 | Exact match | 3,874 contacts → |
“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Apex Fintech Solutionsapexfintechsolutions.comHQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 911 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Bettermentbetterment.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 635 contacts → |
“Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Publicpublic.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 434 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Wealthfrontwealthfront.comHQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 416 contacts → |
“Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  STASHstash.comHQ: NY, United StatesReported employees: 201-500 | NY, United States | 201-500 | Exact match | 237 contacts → |
“Stash is a personal finance app that makes investing easy and affordable for millions of Americans.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Tastytradetastytrade.comHQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 189 contacts → |
“Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Madison Investmentsmadisoninvestments.comHQ: Madison, WI, United StatesReported employees: 51-200 | Madison, WI, United States | 51-200 | Exact match | 103 contacts → |
“Madison Investments is 100% employee-owned and has been based in Wisconsin’s capital city since its founding in 1974.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  55ip55-ip.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 102 contacts → |
“55ip is a financial technology company purpose-built to break down barriers to financial progress.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  VISEvise.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 99 contacts → |
“Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | O'shaughnessy Asset Managementcanvas.osam.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 88 contacts → |
“A Franklin Templeton company, O’Shaughnessy Asset Management (OSAM) combines deep research, advanced software, and a focus on tax-aware investing to deliver factor-based…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  ZOE Financialzoefinancial.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 69 contacts → |
“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Symmetry Partners, LLCsymmetrypartners.com HQ: Glastonbury, CT, United StatesReported employees: 51-200 | Glastonbury, CT, United States | 51-200 | Exact match | 67 contacts → |
“Symmetry Partners brings decades of experience and commitment to helping Advisors and their clients achieve their most important goals with confidence.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Tradesmith, LLCtradesmith.comHQ: Tampa, FL, United StatesReported employees: 51-200 | Tampa, FL, United States | 51-200 | Exact match | 51 contacts → |
“The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  DUBdubapp.comHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 47 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Autopilotjoinautopilot.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 35 contacts → |
“Autopilot is a next-gen trading app and registered investment advisor (RIA) that makes professional-style investing accessible to everyone.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Newvestnewvest.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 33 contacts → |
“NewVest is an institutional platform of index funds designed to provide investors with diversified, passive exposure to private markets, similar to how ETFs and Index Funds…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Pave Financepavefinance.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 29 contacts → |
“Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Grifingrifin.com HQ: Tampa, FL, United StatesReported employees: 11-50 | Tampa, FL, United States | 11-50 | Exact match | 29 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Collective2collective2.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 28 contacts → |
“Hedge funds were invented over fifty years ago, and they haven’t changed much since: a “superstar” genius manager, a secretive strategy, an opaque and complex legal entity into…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Folio Investingfolioinvesting.comHQ: Mclean, VA, United StatesReported employees: 51-200 | Mclean, VA, United States | 51-200 | Exact match | 28 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Future Capitalfuturecapital.com HQ: Chattanooga, TN, United StatesReported employees: 11-50 | Chattanooga, TN, United States | 11-50 | Exact match | 26 contacts → |
“Future Capital is an SEC-registered investment adviser in Chattanooga, Tennessee.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Tradingblocktradingblock.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 26 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 272 company matches
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Passive investing platforms: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
272 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 272 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Passive investing platforms by metro
Questions about this company list
What does Exact match mean for passive investing platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many passive investing platforms did RevenueBase find based in the United States?
The saved snapshot records 272 matching company records, 52,430 tracked contacts and 21,400 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Passive investing platforms by geography
- Passive investing platforms based in Bangalore, India
- Passive investing platforms based in Mumbai, India
- Passive investing platforms based in London, United Kingdom
- Passive investing platforms based in New York, United States
- Passive investing platforms based in San Francisco, United States
- Passive investing platforms based in Australia
- Passive investing platforms based in Brazil
- Passive investing platforms based in Canada
- Passive investing platforms based in France
- Passive investing platforms based in Germany
- Passive investing platforms based in India
- Passive investing platforms based in the Netherlands
Cite this list
RevenueBase Data Team. Top 25 passive investing platforms based in the United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/passive-investing-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Passive investing platforms based in Bangalore, India
- Passive investing platforms based in Mumbai, India
- Passive investing platforms based in London, United Kingdom
- Passive investing platforms based in New York, United States
- Passive investing platforms based in San Francisco, United States
- Passive investing platforms based in Australia
Company intelligence · public preview
Top 25 passive investing platforms based in the United States
RevenueBase records 272 matching company records for passive investing platforms based in the United States, with 52,430 tracked contacts and 21,400 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 passive investing platforms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Charles Schwababoutschwab.com HQ: Westlake, TX, United StatesReported employees: 10001+ | Westlake, TX, United States | 10001+ | Exact match | 31,927 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | E Trade From Morgan Stanleyetrade.com HQ: Arlington, VA, United StatesReported employees: 1,001-5,000 | Arlington, VA, United States | 1,001-5,000 | Exact match | 11,044 contacts → |
“E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | TD Ameritradetdameritrade.com HQ: Omaha, NE, United StatesReported employees: 5,001-10,000 | Omaha, NE, United States | 5,001-10,000 | Exact match | 3,874 contacts → |
“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Apex Fintech Solutionsapexfintechsolutions.com HQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 911 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Bettermentbetterment.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 635 contacts → |
“Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Publicpublic.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 434 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Wealthfrontwealthfront.com HQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 416 contacts → |
“Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | STASHstash.com HQ: NY, United StatesReported employees: 201-500 | NY, United States | 201-500 | Exact match | 237 contacts → |
“Stash is a personal finance app that makes investing easy and affordable for millions of Americans.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Tastytradetastytrade.com HQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 189 contacts → |
“Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Madison Investmentsmadisoninvestments.com HQ: Madison, WI, United StatesReported employees: 51-200 | Madison, WI, United States | 51-200 | Exact match | 103 contacts → |
“Madison Investments is 100% employee-owned and has been based in Wisconsin’s capital city since its founding in 1974.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 55ip55-ip.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 102 contacts → |
“55ip is a financial technology company purpose-built to break down barriers to financial progress.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | VISEvise.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 99 contacts → |
“Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | O'shaughnessy Asset Managementcanvas.osam.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 88 contacts → |
“A Franklin Templeton company, O’Shaughnessy Asset Management (OSAM) combines deep research, advanced software, and a focus on tax-aware investing to deliver factor-based…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | ZOE Financialzoefinancial.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 69 contacts → |
“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Symmetry Partners, LLCsymmetrypartners.com HQ: Glastonbury, CT, United StatesReported employees: 51-200 | Glastonbury, CT, United States | 51-200 | Exact match | 67 contacts → |
“Symmetry Partners brings decades of experience and commitment to helping Advisors and their clients achieve their most important goals with confidence.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Tradesmith, LLCtradesmith.com HQ: Tampa, FL, United StatesReported employees: 51-200 | Tampa, FL, United States | 51-200 | Exact match | 51 contacts → |
“The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | DUBdubapp.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 47 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Autopilotjoinautopilot.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 35 contacts → |
“Autopilot is a next-gen trading app and registered investment advisor (RIA) that makes professional-style investing accessible to everyone.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Newvestnewvest.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 33 contacts → |
“NewVest is an institutional platform of index funds designed to provide investors with diversified, passive exposure to private markets, similar to how ETFs and Index Funds…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Pave Financepavefinance.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 29 contacts → |
“Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Grifingrifin.com HQ: Tampa, FL, United StatesReported employees: 11-50 | Tampa, FL, United States | 11-50 | Exact match | 29 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Collective2collective2.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 28 contacts → |
“Hedge funds were invented over fifty years ago, and they haven’t changed much since: a “superstar” genius manager, a secretive strategy, an opaque and complex legal entity into…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Folio Investingfolioinvesting.com HQ: Mclean, VA, United StatesReported employees: 51-200 | Mclean, VA, United States | 51-200 | Exact match | 28 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Future Capitalfuturecapital.com HQ: Chattanooga, TN, United StatesReported employees: 11-50 | Chattanooga, TN, United States | 11-50 | Exact match | 26 contacts → |
“Future Capital is an SEC-registered investment adviser in Chattanooga, Tennessee.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Tradingblocktradingblock.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 26 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 272 company matches
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Passive investing platforms: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
272 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 272 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Passive investing platforms by metro
Questions about this company list
What does Exact match mean for passive investing platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many passive investing platforms did RevenueBase find based in the United States?
The saved snapshot records 272 matching company records, 52,430 tracked contacts and 21,400 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Passive investing platforms by geography
- Passive investing platforms based in Bangalore, India
- Passive investing platforms based in Mumbai, India
- Passive investing platforms based in London, United Kingdom
- Passive investing platforms based in New York, United States
- Passive investing platforms based in San Francisco, United States
- Passive investing platforms based in Australia
- Passive investing platforms based in Brazil
- Passive investing platforms based in Canada
- Passive investing platforms based in France
- Passive investing platforms based in Germany
- Passive investing platforms based in India
- Passive investing platforms based in the Netherlands
Cite this list
RevenueBase Data Team. Top 25 passive investing platforms based in the United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/passive-investing-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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