Company lists · Data refreshed September 2026
Top 25 Passive investing platforms based in the United States
RevenueBase identified 272 passive investing platforms headquartered in 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 passive investing platforms 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 29, 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.
The 25 largest passive investing platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 11,044 contacts → | ||||
Indirect evidence “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 911 contacts → | ||||
Partial 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 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 635 contacts → | ||||
Partial 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 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 434 contacts → | ||||
Strong 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 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 237 contacts → | ||||
Partial evidence “Stash is a personal finance app that makes investing easy and affordable for millions of Americans.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 189 contacts → | ||||
Indirect evidence “Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 103 contacts → | ||||
Indirect evidence “Madison Investments is 100% employee-owned and has been based in Wisconsin’s capital city since its founding in 1974.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 102 contacts → | ||||
Indirect evidence “55ip is a financial technology company purpose-built to break down barriers to financial progress.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 99 contacts → | ||||
Indirect evidence “Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 88 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 69 contacts → | ||||
Partial evidence “Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 67 contacts → | ||||
Indirect evidence “Symmetry Partners brings decades of experience and commitment to helping Advisors and their clients achieve their most important goals with confidence.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 47 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 35 contacts → | ||||
Partial evidence “Autopilot is a next-gen trading app and registered investment advisor (RIA) that makes professional-style investing accessible to everyone.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 33 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 29 contacts → | ||||
Indirect evidence “Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 29 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 28 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 28 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 26 contacts → | ||||
Indirect evidence “Future Capital is an SEC-registered investment adviser in Chattanooga, Tennessee.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 26 contacts → | ||||
Indirect evidence “TradingBlock is a technology-driven online brokerage on a mission to help self-directed investors identify new strategies for generating portfolio income, balance portfolio risk…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
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: passive investing platforms. 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 passive investing platforms.
- Partial evidence
- Its own public description names part of passive investing platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name passive investing platforms. 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 272 passive investing platforms based in the United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 21,400 reachable decision-makers.
Free signup · no credit card
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
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among passive investing platforms, 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 “passive investing platforms”. 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 passive investing platforms), 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 passive investing platforms, 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, 21,400 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 29, 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.
Passive investing platforms by metro
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 passive investing platforms, 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 passive investing platforms are there based in the United States?
RevenueBase identified 272 passive investing platforms 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 passive investing platforms?
New York leads with 31 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 21,400 verified decision-maker contacts tracked across these 272 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 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 Bengaluru, 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
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.
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 Bengaluru, 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