Company lists · Data refreshed September 2026

Top 23 Personal finance companies based in New York, United States

Name: Personal finance companies based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 71 companies tracked

RevenueBase identified 71 company matches for personal finance companies associated with New York, United States as of September 2026 and tracks 36,181 professional contacts across them, including 13,307 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for personal finance companies associated with New York, 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 19, 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 19, 2026 How this list was built

71Companies

36,181Contacts tracked

13,307Verified emails

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The 23 largest personal finance companies based in New York, United States

Ranked by team size

Top 23 of 71 company matches for personal finance companies based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Betterment	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	501-1,000	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 19, 2026 · View company records in RevenueBase
3	MONEY	Exact match	New York, United StatesHQ recorded Sep 19, 2026	51-200	348 contacts →
	Exact match “Money is committed to helping readers take charge of their finances and their futures.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Smartasset	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	201-500	286 contacts →
	Exact match “SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is to help people make smart financial decisions, reaching over an…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Fruitful	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	11-50	58 contacts →
	Exact match “Fruitful is the financial membership that transforms every paycheck into progress-guided by experts and powered by AI automation.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Andrew Garrett, INC	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	51-200	42 contacts →
	Exact match “Our mission is to provide investment advice, exceptional service and an unbiased, independent perspective to help clients achieve their financial goals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Hiatus	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	11-50	38 contacts →
	Exact match “Hiatus was founded in 2016 in order to democratize financial advice.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Learnvest	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	201-500	22 contacts →
	Exact match “Managing your finances can be complicated and stressful.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Financial GYM Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	11-50	18 contacts →
	Exact match “Financial Gym Advisors (FGA) is a full-service financial planning and advisory firm dedicated to providing personalized, expert guidance to help people achieve lasting financial…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Seasons Of Advice Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	11-50	12 contacts →
	Exact match “We Help You Finance Your Life With decades of investment experience, we are smart and caring professionals with the insights and expertise to help you manage your entire financial…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Rosefinch Investment Advisors, INC	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	11-50	10 contacts →
	Exact match “Rosefinch Investment Advisors is a fee-only, wealth management firm built for people whose financial lives cross borders, U.S.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Stash Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	11-50	8 contacts →
	Exact match “You did everything right-landed the job, hit six figures, and you’re enjoying life in your city.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Wealthion	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “We bring you the insights of the world’s top experts on money & the markets and then connect you with like-minded, independent, trustworthy professional financials who will create…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	North Peak Capital	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “North Peak Capital is a Financial Services company located in 708 3rd Ave, New York, New York, United States.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Sincerus Advisory, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Sincerus Advisory is a NYC based financial planning and investment advisory firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Afire FI Finance	Exact match	New York, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Money is a tool not a scary monster.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Madison Avenue Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Welcome, we're Madison Avenue Advisors, LLC, a financial organization in New York, NY.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Walker Capital Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “The best Financial Advisory and Investment Management firm in the business!” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Bone Fide Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Bone Fide Wealth is a wealth management firm built from unprecedented times.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Emet Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	51-200	2 contacts →
	Exact match “EMET Wealth wants you, the client, to be in the driver’s seat of your financial world.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Comprehensive Financial Partners	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “At Comprehensive Financial Partners, our commitment to excellence is as vast as our name suggests.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Yourcapital	Exact match	New York, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “YourCapital is a digital investment advisor that provides unbiased advice tailored to your needs while you remain in charge.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Siebert Financial	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	51-200	1 contacts →
	Exact match “At Siebert, you're not just a number.” Recorded in the RevenueBase company graph · Sep 19, 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 “personal finance companies”. 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 23 of 71 personal finance companies based in New York, United States

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Personal finance companies based in New York, United States at a glance

As of Sep 19, 2026

36.8%Verified-email coverage

509.6Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 71 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 New York, United States whose business descriptions match “personal finance companies” 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 13,307 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 19, 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.

Personal finance companies by metro in the United States

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 “personal finance companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal finance companies are there based in New York, United States?

RevenueBase identified 71 company matches for personal finance companies associated with New York, 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?

Merrill Lynch tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most personal finance companies?

New York leads the United States with 71 company records, followed by Atlanta (52) and Dallas (38).

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 13,307 professional contacts with verified work emails tracked across these 71 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 19, 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.