Company lists · Data refreshed September 2026
Top 17 Portfolio analysis companies based in Chicago, United States
RevenueBase identified 32 company matches for portfolio analysis companies associated with Chicago, United States as of September 2026 and tracks 11,978 professional contacts across them, including 5,645 with verified work emails. Across the United States, New York is the largest hub for this category (106 companies); Chicago follows with 32.
This list covers company matches for portfolio analysis companies associated with Chicago, 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 20, 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 17 largest portfolio analysis companies based in Chicago, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 11,150 contacts → | ||||
Exact match “Morningstar, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 183 contacts → | ||||
Exact match “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 110 contacts → | ||||
Exact match “Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 107 contacts → | ||||
Exact match “Founded in 1994, Segall Bryant & Hamill (SBH) provides professional portfolio management of domestic and international equity and fixed income portfolios, as well as alternative…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 69 contacts → | ||||
Exact match “Arete Wealth is a diversified financial services firm with more than $6.8B in assets under management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 53 contacts → | ||||
Exact match “Hundreds of managed risk investments work collectively to bring fundamental risk management tools to institutions and individuals navigating financial markets.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 12 contacts → | ||||
Exact match “HMA is founded on the principles of sound advice and excellent service.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 12 contacts → | ||||
Exact match “Astor Investment Management: Fundamentally Driven We provide advisory services and investment solutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 11 contacts → | ||||
Exact match “Gore Creek Asset Management is an asset manager.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 11 contacts → | ||||
Exact match “Investment Management specialists based in Chicago, IL” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match “InterOcean Capital is a Registered Investment Advisor (RIA) located in Chicago, Illinois.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 6 contacts → | ||||
Exact match “WWM Investments, LLC (WWM) specializes in comprehensive financial planning, wealth management solutions and retirement plan design.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “Oasis is new generation of alternative investment services that satisfies the unique requirements of each client by offering customized value-added solutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “Orchard Capital Management offers a platform of related investment management products and services including separate accounts, a registered fund, and alternative asset vehicles.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “We are independent financial advisors who are passionate about helping our clients to achieve financial independence and maintain financial security for themselves and their loved…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “Marlton LLC is an investment firm based in Chicago, Illinois.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Black & Essington Solutions is a Chicago based Investment advisory firm offering investment management and financial planning services.” Recorded in the RevenueBase company graph · Sep 20, 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 analysis 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 17 of 32 portfolio analysis companies based in Chicago, United States
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Portfolio analysis companies based in Chicago, United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 32 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 Chicago, United States whose business descriptions match “portfolio analysis 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 5,645 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 20, 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.
Portfolio analysis 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 “portfolio analysis companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio analysis companies are there based in Chicago, United States?
RevenueBase identified 32 company matches for portfolio analysis companies associated with Chicago, 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?
Morningstar 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 analysis companies?
New York leads the United States with 106 company records, followed by Chicago (32) and San Francisco (32).
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 5,645 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 32 portfolio analysis companies based in Chicago, United States. Start with a free account, no credit card.
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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.
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Company intelligence · public preview
Top 17 portfolio analysis companies based in Chicago, 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 analysis companies based in Chicago, United States, with 11,978 tracked contacts and 5,645 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 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 17 portfolio analysis companies based in Chicago, 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 |  Morningstarmorningstar.comHQ: Chicago, IL, United StatesReported employees: 10001+ | Chicago, IL, United States | 10001+ | Exact match | 11,150 contacts → |
“Morningstar, Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Ychartsycharts.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 183 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Kovitzkovitz.comHQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 110 contacts → |
“Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Segall Bryant & Hamillsbhic.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 107 contacts → |
“Founded in 1994, Segall Bryant & Hamill (SBH) provides professional portfolio management of domestic and international equity and fixed income portfolios, as well as alternative…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Arete Wealtharetewealth.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 69 contacts → |
“Arete Wealth is a diversified financial services firm with more than $6.8B in assets under management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Milliman Financial Risk Managementfrm.milliman.comHQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 53 contacts → |
“Hundreds of managed risk investments work collectively to bring fundamental risk management tools to institutions and individuals navigating financial markets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Hummer Mower Associateshummermower.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 12 contacts → |
“HMA is founded on the principles of sound advice and excellent service.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Astor Investment Management LLCastorim.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 12 contacts → |
“Astor Investment Management: Fundamentally Driven We provide advisory services and investment solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Gore Creek Asset Managementgorecreekam.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 11 contacts → |
“Gore Creek Asset Management is an asset manager.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Palo Duro Investment Partners, LPpaloduro.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 11 contacts → |
“Investment Management specialists based in Chicago, IL” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Interocean Capital Group, LLCinteroceancapital.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 8 contacts → |
“InterOcean Capital is a Registered Investment Advisor (RIA) located in Chicago, Illinois.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  WWM Investments, LLC Chicago, ILwwminvestment.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 6 contacts → |
“WWM Investments, LLC (WWM) specializes in comprehensive financial planning, wealth management solutions and retirement plan design.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Oasis Investment Strategies, LLCrjoasis.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 5 contacts → |
“Oasis is new generation of alternative investment services that satisfies the unique requirements of each client by offering customized value-added solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Orchard Capital Managementorchardinvestments.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 3 contacts → |
“Orchard Capital Management offers a platform of related investment management products and services including separate accounts, a registered fund, and alternative asset vehicles.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Lauer Financial LLClauer-financial.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 3 contacts → |
“We are independent financial advisors who are passionate about helping our clients to achieve financial independence and maintain financial security for themselves and their loved…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Marlton LLCmarltonllc.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 3 contacts → |
“Marlton LLC is an investment firm based in Chicago, Illinois.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Black & Essington Solutions, LLCblackessington.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 2 contacts → |
“Black & Essington Solutions is a Chicago based Investment advisory firm offering investment management and financial planning services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 17 of 32 company matches
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Portfolio analysis companies: dataset insights
September 20, 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
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.
Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 32 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 20, 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 ↗
Portfolio analysis companies by metro in the United States
Questions about this company list
What does Exact match mean for portfolio analysis companies?
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 analysis companies did RevenueBase find based in Chicago, United States?
The saved snapshot records 32 matching company records, 11,978 tracked contacts and 5,645 verified emails. The public preview displays 17 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 20, 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
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- Portfolio analysis companies based in Mumbai, India
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- Portfolio analysis companies based in Australia
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Cite this list
RevenueBase Data Team. Top 17 portfolio analysis companies based in Chicago, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/portfolio-analysis-companies/united-states/chicago.
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 analysis companies based in Mumbai, India
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Company intelligence · public preview
Top 17 portfolio analysis companies based in Chicago, United States
RevenueBase records 32 matching company records for portfolio analysis companies based in Chicago, United States, with 11,978 tracked contacts and 5,645 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 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 17 portfolio analysis companies based in Chicago, 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 | Morningstarmorningstar.com HQ: Chicago, IL, United StatesReported employees: 10001+ | Chicago, IL, United States | 10001+ | Exact match | 11,150 contacts → |
“Morningstar, Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Ychartsycharts.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 183 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Kovitzkovitz.com HQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 110 contacts → |
“Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Segall Bryant & Hamillsbhic.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 107 contacts → |
“Founded in 1994, Segall Bryant & Hamill (SBH) provides professional portfolio management of domestic and international equity and fixed income portfolios, as well as alternative…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Arete Wealtharetewealth.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 69 contacts → |
“Arete Wealth is a diversified financial services firm with more than $6.8B in assets under management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Milliman Financial Risk Managementfrm.milliman.com HQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 53 contacts → |
“Hundreds of managed risk investments work collectively to bring fundamental risk management tools to institutions and individuals navigating financial markets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Hummer Mower Associateshummermower.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 12 contacts → |
“HMA is founded on the principles of sound advice and excellent service.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Astor Investment Management LLCastorim.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 12 contacts → |
“Astor Investment Management: Fundamentally Driven We provide advisory services and investment solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Gore Creek Asset Managementgorecreekam.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 11 contacts → |
“Gore Creek Asset Management is an asset manager.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Palo Duro Investment Partners, LPpaloduro.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 11 contacts → |
“Investment Management specialists based in Chicago, IL” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Interocean Capital Group, LLCinteroceancapital.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 8 contacts → |
“InterOcean Capital is a Registered Investment Advisor (RIA) located in Chicago, Illinois.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | WWM Investments, LLC Chicago, ILwwminvestment.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 6 contacts → |
“WWM Investments, LLC (WWM) specializes in comprehensive financial planning, wealth management solutions and retirement plan design.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Oasis Investment Strategies, LLCrjoasis.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 5 contacts → |
“Oasis is new generation of alternative investment services that satisfies the unique requirements of each client by offering customized value-added solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Orchard Capital Managementorchardinvestments.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 3 contacts → |
“Orchard Capital Management offers a platform of related investment management products and services including separate accounts, a registered fund, and alternative asset vehicles.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Lauer Financial LLClauer-financial.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 3 contacts → |
“We are independent financial advisors who are passionate about helping our clients to achieve financial independence and maintain financial security for themselves and their loved…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Marlton LLCmarltonllc.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 3 contacts → |
“Marlton LLC is an investment firm based in Chicago, Illinois.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Black & Essington Solutions, LLCblackessington.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 2 contacts → |
“Black & Essington Solutions is a Chicago based Investment advisory firm offering investment management and financial planning services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 17 of 32 company matches
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Portfolio analysis companies: dataset insights
September 20, 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
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.
Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 32 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 20, 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 ↗
Portfolio analysis companies by metro in the United States
Questions about this company list
What does Exact match mean for portfolio analysis companies?
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 analysis companies did RevenueBase find based in Chicago, United States?
The saved snapshot records 32 matching company records, 11,978 tracked contacts and 5,645 verified emails. The public preview displays 17 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 20, 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 17 portfolio analysis companies based in Chicago, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/portfolio-analysis-companies/united-states/chicago.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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