Company lists · Data refreshed September 2026

Top 20 Portfolio analytics companies based in New York, United States

RevenueBase identified 43 portfolio analytics companies headquartered in New York, United States as of September 2026 and tracks 8,846 professional contacts across them, including 4,054 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers portfolio analytics companies headquartered in New York, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
43Companies
8,846Contacts tracked
4,054Verified emails
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The 20 largest portfolio analytics companies based in New York, United States

Ranked by team size
Top 20 of 43 portfolio analytics companies based in New York, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio analytics companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceNew York, NY, United StatesHQ checked Sep 29, 20261,001-5,0007,504 contacts →

Indirect evidence

“MSCI is a leading provider of critical decision support tools and services for the global investment community.”

Source: RevenueBase Database · checked Sep 29, 2026
2Partial evidenceNew York, NY, United StatesHQ checked Sep 29, 2026201-500175 contacts →

Partial evidence

“Arcana enables institutional investors to understand their portfolio risks, decompose single stock & book performance, drill into crowding, and isolate their idiosyncratic…”

Source: RevenueBase Database · checked Sep 29, 2026
3Indirect evidenceNew York, NY, United StatesHQ checked Sep 29, 202651-20073 contacts →

Indirect evidence

“Equity Data Science (EDS) is an investment process management (IPM) solutions provider that empowers many of the world's leading hedge funds and asset managers through greater…”

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceNew York, NY, United StatesHQ checked Sep 29, 2026501-1,00068 contacts →

Indirect evidence

“Strategic Insight (SI) provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community.”

Source: RevenueBase Database · checked Sep 29, 2026
5Partial evidenceNew York, NY, United StatesHQ checked Sep 29, 202611-5044 contacts →

Partial evidence

“Vestberry is a Portfolio Intelligence Solution tailored to the needs of VC investors seeking a data-driven advantage.”

Source: RevenueBase Database · checked Sep 29, 2026
6Partial evidenceNew York, NY, United StatesHQ checked Sep 29, 202611-5042 contacts →

Partial evidence

“OTCFin is a financial technology company which provides integrated solutions to investment managers to help them better and more efficiently manage their portfolios.”

Source: RevenueBase Database · checked Sep 29, 2026
7Indirect evidenceNew York, NY, United StatesHQ checked Sep 29, 202611-5038 contacts →

Indirect evidence

“Designed for institutional investors who allocate investments externally to hedge fund managers and private equity funds, our managed data services and software empower allocators…”

Source: RevenueBase Database · checked Sep 29, 2026
8Partial evidenceNew York, NY, United StatesHQ checked Sep 29, 202611-5037 contacts →

Partial evidence

“Portfolio management is the balancing act of ensuring idea quality and position size are highly correlated while adhering to risk and exposure constraints.”

Source: RevenueBase Database · checked Sep 29, 2026
9Partial evidenceNew York, NY, United StatesHQ checked Sep 29, 202611-5027 contacts →

Partial evidence

“ETF Global® (ETFG®) is a leading, independent provider of data, research, investment decision support applications, proprietary risk analytics and educational offerings for…”

Source: RevenueBase Database · checked Sep 29, 2026
10Partial evidenceNew York, NY, United StatesHQ checked Sep 29, 202611-5016 contacts →

Partial evidence

“PivotalPath is a leading hedge fund data and analytics firm.”

Source: RevenueBase Database · checked Sep 29, 2026
11Partial evidenceNew York, NY, United StatesHQ checked Sep 29, 202651-20011 contacts →

Partial evidence

“This page may be inactive, but portfolio intelligence is still alive and well.”

Source: RevenueBase Database · checked Sep 29, 2026
12Indirect evidenceNew York, NY, United StatesHQ checked Sep 29, 20261-108 contacts →

Indirect evidence

“Solutions for Risk, Performance, and Investor Reporting.”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceNew York, NY, United StatesHQ checked Sep 29, 202611-505 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
14Strong evidenceNew York, NY, United StatesHQ checked Sep 29, 20261-104 contacts →

Strong evidence

“Fixed income pricing, portfolio management, and risk management analytics”

Source: RevenueBase Database · checked Sep 29, 2026
15Indirect evidenceNew York, NY, United StatesHQ checked Sep 29, 202611-502 contacts →

Indirect evidence

“QuantCrunch is the quant desk in your browser.”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceNew York, NY, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Windfactor Investment Research is an independent equity research and consulting practice serving the asset management industry.”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceNew York, NY, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Cascend Securities provides agile and differentiated investment research, utilizing a combination of fundamental analysis, unique proprietary data sets and forecasts…”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceNew York, NY, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“The Acadian Group is a software development company that delivers risk management solutions to institutional real estate investors.”

Source: RevenueBase Database · checked Sep 29, 2026
19Partial evidenceNew York, NY, United StatesHQ checked Sep 29, 20261-101 contacts →

Partial evidence

“TG OPTIMA specializes in portfolio optimization technology for financial institutions, investment services, financial advisors, and hedge funds.”

Source: RevenueBase Database · checked Sep 29, 2026
20Partial evidenceNew York, NY, United StatesHQ checked Sep 29, 20261-101 contacts →

Partial evidence

“Financial Services Advisory providing Portfolio Analysis, Risk Measurement and Management, Model Development and Model Review for Insurance Companies and Banks.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 20 of 43 portfolio analytics companies based in New York, United States

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Portfolio analytics companies based in New York, United States at a glance

As of Sep 29, 2026
45.8%Verified-email coverage
205.7Average contacts per company
11-50Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
17
11-50
15
51-200
6
201-500
2
501-1,000
1
1,001-5,000
2

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 43 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among portfolio analytics companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in New York, United States whose own description of what they do matches “portfolio analytics companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names portfolio analytics companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among portfolio analytics companies, and records with no verified work email. Companies headquartered outside New York are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 4,054 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 29, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names portfolio analytics companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many portfolio analytics companies are there based in New York, United States?

RevenueBase identified 43 portfolio analytics companies headquartered in New York, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Msci INC, headquartered in New York, tops this list with the largest team on record.

Which city in the United States has the most portfolio analytics companies?

New York leads the United States with 48 headquartered companies, followed by San Francisco (15) and Boston (13).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 4,054 verified decision-maker contacts tracked across these 43 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.

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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 Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.