Company lists · Data refreshed September 2026
Top 15 Portfolio accounting firms based in New York, United States
RevenueBase identified 32 company matches for portfolio accounting firms associated with New York, United States as of September 2026 and tracks 608 professional contacts across them, including 292 with verified work emails and 308 with mobile numbers. Across the United States, New York is the largest hub for this category.
This list covers company matches for portfolio accounting firms 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 13, 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 15 largest portfolio accounting firms based in New York, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 182 contacts → | ||||
Exact match “City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 2 | 85 contacts → | ||||
Exact match “TAG Associates is a leading multi-family office and portfolio management firm, entrusted with over $7 billion in assets under management for approximately 100 UHNW families.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 3 | 43 contacts → | ||||
Exact match “Compass Rose Asset Management LP” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 4 | 40 contacts → | ||||
Exact match “Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and…” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 5 | 26 contacts → | ||||
Exact match “Concord International Investments, L.P, a member subsidiary of the New York-based Concord Group, has been one of the leading managers of Egyptian equities in the world since 1994.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 6 | 17 contacts → | ||||
Exact match “We are a team of brokers and Investment Advisors who manage money for our clients on a discretionary basis.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 7 | 12 contacts → | ||||
Exact match “GoalVest Advisory is an SEC Registered Investment Advisor founded in 2017 and based in New York City.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 8 | 12 contacts → | ||||
Exact match “Cordoba Advisory's financial strategies are designed according to each client's specific objectives to ensure a seamless, comprehensive approach to portfolio management and…” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 9 | 8 contacts → | ||||
Exact match “For over 40 years, Smith Affiliated Capital (SAC) has helped clients reach their financial goals by building quality portfolios that embody transparency, liquidity, and stability.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 10 | 4 contacts → | ||||
Exact match “Investors Economic Assurance (IEA) provides accounting, administrative and advisory services to the investment management community.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “Flagship supports investment managers through all stages of growth with impactful, fractional financial management expertise and full-suite back-office support.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “C.J.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “Four Points offers portfolio management services to individuals, business entities, trusts, estates, charitable organizations, pensions and profit sharing plans.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 14 | 1 contacts → | ||||
Exact match “Lenox Wealth Advisors is a wealth management firm that develops and executes sophisticated financial plans and builds custom investment portfolios for our clients which include…” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match “Callipolis Capital Management is an investment management firm.” Recorded in the RevenueBase company graph · Sep 13, 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 “portfolio accounting firms”. 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 15 of 32 portfolio accounting firms based in New York, United States
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Portfolio accounting firms based in New York, United States at a glance
As of Sep 13, 2026Companies by employee count
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 15.0dCompany record updated
Median 64.0dHow 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 “portfolio accounting firms” 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 292 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 13, 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.
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 “portfolio accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio accounting firms are there based in New York, United States?
RevenueBase identified 32 company matches for portfolio accounting firms 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?
City National Rochdale 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 portfolio accounting firms?
New York leads the United States with 33 company records, followed by Atlanta (14) and San Francisco (14).
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 292 professional contacts with verified work emails tracked across these 32 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 13, 2026.
Ready to reach these companies? Verified emails and direct dials for all 32 portfolio accounting firms based in New York, United States. Start with a free account, no credit card.
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- Portfolio accounting firms based in Switzerland
- Portfolio accounting firms based in Toronto, Canada
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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.
More company lists
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- Lists A-Z
- New lists
- Portfolio accounting firms based in the United States
- Portfolio accounting firms based in Canada
- Portfolio accounting firms based in the United Kingdom
- Portfolio accounting firms based in Brazil
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Company intelligence · public preview
Top 15 portfolio accounting firms based in New York, 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 32 matching company records for portfolio accounting firms based in New York, United States, with 608 tracked contacts and 292 verified work emails.
This public preview shows 15 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 13, 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 15 portfolio accounting firms based in New York, 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 | City National Rochdalecnr.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 182 contacts → |
“City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  TAG Associatestagassoc.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 85 contacts → |
“TAG Associates is a leading multi-family office and portfolio management firm, entrusted with over $7 billion in assets under management for approximately 100 UHNW families.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Compass Rose Asset Management, LPcompassroseam.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 43 contacts → |
“Compass Rose Asset Management LP” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Klingenstein Fields Advisorsklingenstein.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 40 contacts → |
“Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and…” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Concord International Investments, L.Pconcordus.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 26 contacts → |
“Concord International Investments, L.P, a member subsidiary of the New York-based Concord Group, has been one of the leading managers of Egyptian equities in the world since 1994.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Gagnon Securitiesgagnonsec.comHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 17 contacts → |
“We are a team of brokers and Investment Advisors who manage money for our clients on a discretionary basis.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Goalvest Advisorygoalvestadvisory.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 12 contacts → |
“GoalVest Advisory is an SEC Registered Investment Advisor founded in 2017 and based in New York City.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Cordoba Advisory Partners LLCcordobapartners.coHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 12 contacts → |
“Cordoba Advisory's financial strategies are designed according to each client's specific objectives to ensure a seamless, comprehensive approach to portfolio management and…” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Smith Affiliated Capital Corpsmithcapital.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 8 contacts → |
“For over 40 years, Smith Affiliated Capital (SAC) has helped clients reach their financial goals by building quality portfolios that embody transparency, liquidity, and stability.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Investors Economic Assurance, LLCiea.us.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 4 contacts → |
“Investors Economic Assurance (IEA) provides accounting, administrative and advisory services to the investment management community.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Flagship Fund Servicesflagshipgroup.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 4 contacts → |
“Flagship supports investment managers through all stages of growth with impactful, fractional financial management expertise and full-suite back-office support.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  C.J. Lawrencecjlawrence.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 4 contacts → |
“C.J.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Four Points Advisors4pointsadvisors.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 2 contacts → |
“Four Points offers portfolio management services to individuals, business entities, trusts, estates, charitable organizations, pensions and profit sharing plans.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Lenox Wealth Advisors DBA Wealthspire Advisorslenoxwealthadvisors.comHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 1 contacts → |
“Lenox Wealth Advisors is a wealth management firm that develops and executes sophisticated financial plans and builds custom investment portfolios for our clients which include…” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Callipolis Capitalcallipolis.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 1 contacts → |
“Callipolis Capital Management is an investment management firm.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 15 of 32 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
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Portfolio accounting firms: dataset insights
September 13, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
32 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.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 15.0dCompany record updated
Median 64.0dHow 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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 13, 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 ↗
Questions about this company list
What does Exact match mean for portfolio accounting firms?
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 portfolio accounting firms did RevenueBase find based in New York, United States?
The saved snapshot records 32 matching company records, 608 tracked contacts and 292 verified emails. The public preview displays 15 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 13, 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
Portfolio accounting firms by geography
- Portfolio accounting firms based in the United States
- Portfolio accounting firms based in Canada
- Portfolio accounting firms based in the United Kingdom
- Portfolio accounting firms based in Brazil
- Portfolio accounting firms based in Australia
- Portfolio accounting firms based in France
- Portfolio accounting firms based in Switzerland
- Portfolio accounting firms based in Toronto, Canada
- Portfolio accounting firms based in London, United Kingdom
- Portfolio accounting firms based in India
- Portfolio accounting firms based in Türkiye
Cite this list
RevenueBase Data Team. Top 15 portfolio accounting firms based in New York, United States. Snapshot: September 13, 2026. https://revenuebase.ai/companies/portfolio-accounting-firms/united-states/new-york.
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
- Portfolio accounting firms based in the United States
- Portfolio accounting firms based in Canada
- Portfolio accounting firms based in the United Kingdom
- Portfolio accounting firms based in Brazil
- Portfolio accounting firms based in Australia
- Portfolio accounting firms based in France
Company intelligence · public preview
Top 15 portfolio accounting firms based in New York, United States
RevenueBase records 32 matching company records for portfolio accounting firms based in New York, United States, with 608 tracked contacts and 292 verified work emails.
This public preview shows 15 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 13, 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 15 portfolio accounting firms based in New York, 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 | City National Rochdalecnr.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 182 contacts → |
“City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | TAG Associatestagassoc.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 85 contacts → |
“TAG Associates is a leading multi-family office and portfolio management firm, entrusted with over $7 billion in assets under management for approximately 100 UHNW families.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Compass Rose Asset Management, LPcompassroseam.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 43 contacts → |
“Compass Rose Asset Management LP” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Klingenstein Fields Advisorsklingenstein.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 40 contacts → |
“Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and…” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Concord International Investments, L.Pconcordus.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 26 contacts → |
“Concord International Investments, L.P, a member subsidiary of the New York-based Concord Group, has been one of the leading managers of Egyptian equities in the world since 1994.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Gagnon Securitiesgagnonsec.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 17 contacts → |
“We are a team of brokers and Investment Advisors who manage money for our clients on a discretionary basis.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Goalvest Advisorygoalvestadvisory.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 12 contacts → |
“GoalVest Advisory is an SEC Registered Investment Advisor founded in 2017 and based in New York City.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Cordoba Advisory Partners LLCcordobapartners.co HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 12 contacts → |
“Cordoba Advisory's financial strategies are designed according to each client's specific objectives to ensure a seamless, comprehensive approach to portfolio management and…” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Smith Affiliated Capital Corpsmithcapital.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 8 contacts → |
“For over 40 years, Smith Affiliated Capital (SAC) has helped clients reach their financial goals by building quality portfolios that embody transparency, liquidity, and stability.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Investors Economic Assurance, LLCiea.us.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 4 contacts → |
“Investors Economic Assurance (IEA) provides accounting, administrative and advisory services to the investment management community.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Flagship Fund Servicesflagshipgroup.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 4 contacts → |
“Flagship supports investment managers through all stages of growth with impactful, fractional financial management expertise and full-suite back-office support.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | C.J. Lawrencecjlawrence.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 4 contacts → |
“C.J.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Four Points Advisors4pointsadvisors.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 2 contacts → |
“Four Points offers portfolio management services to individuals, business entities, trusts, estates, charitable organizations, pensions and profit sharing plans.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Lenox Wealth Advisors DBA Wealthspire Advisorslenoxwealthadvisors.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 1 contacts → |
“Lenox Wealth Advisors is a wealth management firm that develops and executes sophisticated financial plans and builds custom investment portfolios for our clients which include…” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Callipolis Capitalcallipolis.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 1 contacts → |
“Callipolis Capital Management is an investment management firm.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 15 of 32 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Portfolio accounting firms: dataset insights
September 13, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
32 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.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 15.0dCompany record updated
Median 64.0dHow 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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 13, 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 ↗
Questions about this company list
What does Exact match mean for portfolio accounting firms?
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 portfolio accounting firms did RevenueBase find based in New York, United States?
The saved snapshot records 32 matching company records, 608 tracked contacts and 292 verified emails. The public preview displays 15 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 13, 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.
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Cite this list
RevenueBase Data Team. Top 15 portfolio accounting firms based in New York, United States. Snapshot: September 13, 2026. https://revenuebase.ai/companies/portfolio-accounting-firms/united-states/new-york.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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