Company lists · Data refreshed September 2026
Top 25 Portfolio optimization companies based in the United States
RevenueBase identified 2,522 company matches for portfolio optimization companies associated with the United States as of September 2026 and tracks 137,746 professional contacts across them, including 60,230 with verified work emails. New York is the largest hub.
This list covers company matches for portfolio optimization companies associated with the 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 25 largest portfolio optimization companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 41,744 contacts → | ||||
Exact match “At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 13,385 contacts → | ||||
Exact match “FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 11,150 contacts → | ||||
Exact match “Morningstar, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 9,836 contacts → | ||||
Exact match “Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 7,504 contacts → | ||||
Exact match “MSCI is a leading provider of critical decision support tools and services for the global investment community.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 3,035 contacts → | ||||
Exact match “DST Systems, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 2,987 contacts → | ||||
Exact match “WorldQuant is a global quantitative asset management firm with over $7 billion in assets under management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 2,766 contacts → | ||||
Exact match “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 1,768 contacts → | ||||
Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 1,736 contacts → | ||||
Exact match “Dimensional has been implementing the great ideas in financial science since 1981.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 1,389 contacts → | ||||
Exact match “SS & C Advent, a business unit of SS & C Technologies, is helping more than asset managers and asset owners worldwide transform their investment processes to maximize operational…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 1,304 contacts → | ||||
Exact match “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 1,140 contacts → | ||||
Exact match “Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 1,112 contacts → | ||||
Exact match “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 1,042 contacts → | ||||
Exact match “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 1,010 contacts → | ||||
Exact match “For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 982 contacts → | ||||
Exact match “AssetMark, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 853 contacts → | ||||
Exact match “Chatham Financial is the leading independent capital markets advisor, delivering an integrated blend of expert advice and powerful technology to help organizations reduce risk and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 837 contacts → | ||||
Exact match “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 818 contacts → | ||||
Exact match “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 712 contacts → | ||||
Exact match “Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 615 contacts → | ||||
Exact match “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 466 contacts → | ||||
Exact match “Rimes provides the Intelligence Fabric for Capital Markets, a trusted data network and intelligence architecture that transforms fragmented data, operations and workflows into…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 463 contacts → | ||||
Exact match “NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 430 contacts → | ||||
Exact match “Headquartered outside of Boston, Mass.” 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 optimization 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 25 of 2,522 portfolio optimization companies based in the United States
See the full list, filter by size, metro and specialty, and access 60,230 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio optimization companies based in the United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 2,522 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 the United States whose business descriptions match “portfolio optimization 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 60,230 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 optimization companies by metro
- Portfolio optimization companies in New York171
- Portfolio optimization companies in Chicago58
- Portfolio optimization companies in San Francisco49
- Portfolio optimization companies in Boston40
- Portfolio optimization companies in Austin31
- Portfolio optimization companies in Atlanta25
- Portfolio optimization companies in Dallas25
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 optimization companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio optimization companies are there based in the United States?
RevenueBase identified 2,522 company matches for portfolio optimization companies associated with the 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?
State Street tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most portfolio optimization companies?
New York leads with 171 company records, followed by Chicago (58) and San Francisco (49).
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 60,230 professional contacts with verified work emails tracked across these 2,522 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 2,522 portfolio optimization companies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Portfolio optimization companies by geography
- Portfolio optimization companies based in Bangalore, India
- Portfolio optimization companies based in Mumbai, India
- Portfolio optimization companies based in Atlanta, United States
- Portfolio optimization companies based in Austin, United States
- Portfolio optimization companies based in Boston, United States
- Portfolio optimization companies based in Chicago, United States
- Portfolio optimization companies based in Dallas, United States
- Portfolio optimization companies based in New York, United States
- Portfolio optimization companies based in San Francisco, United States
- Portfolio optimization companies based in Argentina
- Portfolio optimization companies based in Australia
- Portfolio optimization companies based in Brazil
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio optimization companies based in Bangalore, India
- Portfolio optimization companies based in Mumbai, India
- Portfolio optimization companies based in Atlanta, United States
- Portfolio optimization companies based in Austin, United States
- Portfolio optimization companies based in Boston, United States
- Portfolio optimization companies based in Chicago, United States
Company intelligence · public preview
Top 25 portfolio optimization companies based in the 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 2,522 matching company records for portfolio optimization companies based in the United States, with 137,746 tracked contacts and 60,230 verified work emails.
This public preview shows 25 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 25 portfolio optimization companies based in the 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 |  State Streetstatestreet.comHQ: Boston, MA, United StatesReported employees: 10001+ | Boston, MA, United States | 10001+ | Exact match | 41,744 contacts → |
“At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Factsetfactset.comHQ: Norwalk, CT, United StatesReported employees: 10001+ | Norwalk, CT, United States | 10001+ | Exact match | 13,385 contacts → |
“FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  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. | |||||
| 4 |  Capital Groupcapitalgroup.comHQ: Los Angeles, CA, United StatesReported employees: 5,001-10,000 | Los Angeles, CA, United States | 5,001-10,000 | Exact match | 9,836 contacts → |
“Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Msci INCmsci.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 7,504 contacts → |
“MSCI is a leading provider of critical decision support tools and services for the global investment community.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  DST Systemsssctech.comHQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 3,035 contacts → |
“DST Systems, Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Worldquantworldquant.com HQ: Old Greenwich, CT, United StatesReported employees: 1,001-5,000 | Old Greenwich, CT, United States | 1,001-5,000 | Exact match | 2,987 contacts → |
“WorldQuant is a global quantitative asset management firm with over $7 billion in assets under management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Envestnetenvestnet.comHQ: Berwyn, PA, United StatesReported employees: 1,001-5,000 | Berwyn, PA, United States | 1,001-5,000 | Exact match | 2,766 contacts → |
“Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Captrustcaptrust.comHQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,768 contacts → |
“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Dimensional Fund Advisorsdimensional.com HQ: Austin, TX, United StatesReported employees: 1,001-5,000 | Austin, TX, United States | 1,001-5,000 | Exact match | 1,736 contacts → |
“Dimensional has been implementing the great ideas in financial science since 1981.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Ss&c Adventadvent.comHQ: San Francisco, CA, United StatesReported employees: 1,001-5,000 | San Francisco, CA, United States | 1,001-5,000 | Exact match | 1,389 contacts → |
“SS & C Advent, a business unit of SS & C Technologies, is helping more than asset managers and asset owners worldwide transform their investment processes to maximize operational…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Addeparaddepar.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,304 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Charles River Developmentcrd.comHQ: Burlington, MA, United StatesReported employees: 1,001-5,000 | Burlington, MA, United States | 1,001-5,000 | Exact match | 1,140 contacts → |
“Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Waddell & Reedwaddell.comHQ: Shawnee Mission, KS, United StatesReported employees: 1,001-5,000 | Shawnee Mission, KS, United States | 1,001-5,000 | Exact match | 1,112 contacts → |
“On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  ORIONorion.comHQ: Omaha, NE, United StatesReported employees: 1,001-5,000 | Omaha, NE, United States | 1,001-5,000 | Exact match | 1,042 contacts → |
“Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Loomis, Sayles & Companyloomissayles.comHQ: Boston, MA, United StatesReported employees: 501-1,000 | Boston, MA, United States | 501-1,000 | Exact match | 1,010 contacts → |
“For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Assetmarkassetmark.comHQ: Concord, CA, United StatesReported employees: 1,001-5,000 | Concord, CA, United States | 1,001-5,000 | Exact match | 982 contacts → |
“AssetMark, Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Chatham Financialcf.comHQ: Kennett Square, PA, United StatesReported employees: 501-1,000 | Kennett Square, PA, United States | 501-1,000 | Exact match | 853 contacts → |
“Chatham Financial is the leading independent capital markets advisor, delivering an integrated blend of expert advice and powerful technology to help organizations reduce risk and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Bernstein Private Wealth Managementbernstein.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 837 contacts → |
“We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Enfusion NOW Cwancwan.comHQ: Chicago, IL, United StatesReported employees: 5,001-10,000 | Chicago, IL, United States | 5,001-10,000 | Exact match | 818 contacts → |
“Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Confluenceconfluence.comHQ: Pittsburgh, PA, United StatesReported employees: 501-1,000 | Pittsburgh, PA, United States | 501-1,000 | Exact match | 712 contacts → |
“Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Emoney Advisoremoneyadvisor.comHQ: Radnor, PA, United StatesReported employees: 501-1,000 | Radnor, PA, United States | 501-1,000 | Exact match | 615 contacts → |
“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  RIMESrimes.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 466 contacts → |
“Rimes provides the Intelligence Fabric for Capital Markets, a trusted data network and intelligence architecture that transforms fragmented data, operations and workflows into…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Nepc, LLCnepc.comHQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 463 contacts → |
“NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Vestmarkvestmark.comHQ: Wakefield, MA, United StatesReported employees: 201-500 | Wakefield, MA, United States | 201-500 | Exact match | 430 contacts → |
“Headquartered outside of Boston, Mass.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,522 company matches
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Portfolio optimization 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
2,511 records in the displayed employee bands.
11 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 worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 2,522 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 optimization companies by metro
- Portfolio optimization companies in New York171
- Portfolio optimization companies in Chicago58
- Portfolio optimization companies in San Francisco49
- Portfolio optimization companies in Boston40
- Portfolio optimization companies in Austin31
- Portfolio optimization companies in Atlanta25
- Portfolio optimization companies in Dallas25
Questions about this company list
What does Exact match mean for portfolio optimization 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 optimization companies did RevenueBase find based in the United States?
The saved snapshot records 2,522 matching company records, 137,746 tracked contacts and 60,230 verified emails. The public preview displays 25 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
Portfolio optimization companies by geography
- Portfolio optimization companies based in Bangalore, India
- Portfolio optimization companies based in Mumbai, India
- Portfolio optimization companies based in Atlanta, United States
- Portfolio optimization companies based in Austin, United States
- Portfolio optimization companies based in Boston, United States
- Portfolio optimization companies based in Chicago, United States
- Portfolio optimization companies based in Dallas, United States
- Portfolio optimization companies based in New York, United States
- Portfolio optimization companies based in San Francisco, United States
- Portfolio optimization companies based in Argentina
- Portfolio optimization companies based in Australia
- Portfolio optimization companies based in Brazil
Cite this list
RevenueBase Data Team. Top 25 portfolio optimization companies based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/portfolio-optimization-companies/united-states.
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 optimization companies based in Bangalore, India
- Portfolio optimization companies based in Mumbai, India
- Portfolio optimization companies based in Atlanta, United States
- Portfolio optimization companies based in Austin, United States
- Portfolio optimization companies based in Boston, United States
- Portfolio optimization companies based in Chicago, United States
Company intelligence · public preview
Top 25 portfolio optimization companies based in the United States
RevenueBase records 2,522 matching company records for portfolio optimization companies based in the United States, with 137,746 tracked contacts and 60,230 verified work emails.
This public preview shows 25 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 25 portfolio optimization companies based in the 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 | State Streetstatestreet.com HQ: Boston, MA, United StatesReported employees: 10001+ | Boston, MA, United States | 10001+ | Exact match | 41,744 contacts → |
“At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Factsetfactset.com HQ: Norwalk, CT, United StatesReported employees: 10001+ | Norwalk, CT, United States | 10001+ | Exact match | 13,385 contacts → |
“FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | 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. | |||||
| 4 | Capital Groupcapitalgroup.com HQ: Los Angeles, CA, United StatesReported employees: 5,001-10,000 | Los Angeles, CA, United States | 5,001-10,000 | Exact match | 9,836 contacts → |
“Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Msci INCmsci.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 7,504 contacts → |
“MSCI is a leading provider of critical decision support tools and services for the global investment community.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | DST Systemsssctech.com HQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 3,035 contacts → |
“DST Systems, Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Worldquantworldquant.com HQ: Old Greenwich, CT, United StatesReported employees: 1,001-5,000 | Old Greenwich, CT, United States | 1,001-5,000 | Exact match | 2,987 contacts → |
“WorldQuant is a global quantitative asset management firm with over $7 billion in assets under management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Envestnetenvestnet.com HQ: Berwyn, PA, United StatesReported employees: 1,001-5,000 | Berwyn, PA, United States | 1,001-5,000 | Exact match | 2,766 contacts → |
“Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Captrustcaptrust.com HQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,768 contacts → |
“CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Dimensional Fund Advisorsdimensional.com HQ: Austin, TX, United StatesReported employees: 1,001-5,000 | Austin, TX, United States | 1,001-5,000 | Exact match | 1,736 contacts → |
“Dimensional has been implementing the great ideas in financial science since 1981.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Ss&c Adventadvent.com HQ: San Francisco, CA, United StatesReported employees: 1,001-5,000 | San Francisco, CA, United States | 1,001-5,000 | Exact match | 1,389 contacts → |
“SS & C Advent, a business unit of SS & C Technologies, is helping more than asset managers and asset owners worldwide transform their investment processes to maximize operational…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Addeparaddepar.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,304 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Charles River Developmentcrd.com HQ: Burlington, MA, United StatesReported employees: 1,001-5,000 | Burlington, MA, United States | 1,001-5,000 | Exact match | 1,140 contacts → |
“Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Waddell & Reedwaddell.com HQ: Shawnee Mission, KS, United StatesReported employees: 1,001-5,000 | Shawnee Mission, KS, United States | 1,001-5,000 | Exact match | 1,112 contacts → |
“On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | ORIONorion.com HQ: Omaha, NE, United StatesReported employees: 1,001-5,000 | Omaha, NE, United States | 1,001-5,000 | Exact match | 1,042 contacts → |
“Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Loomis, Sayles & Companyloomissayles.com HQ: Boston, MA, United StatesReported employees: 501-1,000 | Boston, MA, United States | 501-1,000 | Exact match | 1,010 contacts → |
“For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Assetmarkassetmark.com HQ: Concord, CA, United StatesReported employees: 1,001-5,000 | Concord, CA, United States | 1,001-5,000 | Exact match | 982 contacts → |
“AssetMark, Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Chatham Financialcf.com HQ: Kennett Square, PA, United StatesReported employees: 501-1,000 | Kennett Square, PA, United States | 501-1,000 | Exact match | 853 contacts → |
“Chatham Financial is the leading independent capital markets advisor, delivering an integrated blend of expert advice and powerful technology to help organizations reduce risk and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Bernstein Private Wealth Managementbernstein.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 837 contacts → |
“We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Enfusion NOW Cwancwan.com HQ: Chicago, IL, United StatesReported employees: 5,001-10,000 | Chicago, IL, United States | 5,001-10,000 | Exact match | 818 contacts → |
“Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Confluenceconfluence.com HQ: Pittsburgh, PA, United StatesReported employees: 501-1,000 | Pittsburgh, PA, United States | 501-1,000 | Exact match | 712 contacts → |
“Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Emoney Advisoremoneyadvisor.com HQ: Radnor, PA, United StatesReported employees: 501-1,000 | Radnor, PA, United States | 501-1,000 | Exact match | 615 contacts → |
“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | RIMESrimes.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 466 contacts → |
“Rimes provides the Intelligence Fabric for Capital Markets, a trusted data network and intelligence architecture that transforms fragmented data, operations and workflows into…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Nepc, LLCnepc.com HQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 463 contacts → |
“NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Vestmarkvestmark.com HQ: Wakefield, MA, United StatesReported employees: 201-500 | Wakefield, MA, United States | 201-500 | Exact match | 430 contacts → |
“Headquartered outside of Boston, Mass.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,522 company matches
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Portfolio optimization 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
2,511 records in the displayed employee bands.
11 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 worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 2,522 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 optimization companies by metro
- Portfolio optimization companies in New York171
- Portfolio optimization companies in Chicago58
- Portfolio optimization companies in San Francisco49
- Portfolio optimization companies in Boston40
- Portfolio optimization companies in Austin31
- Portfolio optimization companies in Atlanta25
- Portfolio optimization companies in Dallas25
Questions about this company list
What does Exact match mean for portfolio optimization 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 optimization companies did RevenueBase find based in the United States?
The saved snapshot records 2,522 matching company records, 137,746 tracked contacts and 60,230 verified emails. The public preview displays 25 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
Portfolio optimization companies by geography
- Portfolio optimization companies based in Bangalore, India
- Portfolio optimization companies based in Mumbai, India
- Portfolio optimization companies based in Atlanta, United States
- Portfolio optimization companies based in Austin, United States
- Portfolio optimization companies based in Boston, United States
- Portfolio optimization companies based in Chicago, United States
- Portfolio optimization companies based in Dallas, United States
- Portfolio optimization companies based in New York, United States
- Portfolio optimization companies based in San Francisco, United States
- Portfolio optimization companies based in Argentina
- Portfolio optimization companies based in Australia
- Portfolio optimization companies based in Brazil
Cite this list
RevenueBase Data Team. Top 25 portfolio optimization companies based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/portfolio-optimization-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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