Company lists · Data refreshed November 2026
Top 25 Smart beta providers based in the United States
RevenueBase identified 82 company matches for smart beta providers associated with the United States as of November 2026 and tracks 1,648 professional contacts across them, including 448 with verified work emails. New York is the largest hub.
This list covers company matches for smart beta providers 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 November 6, 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 smart beta providers based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 741 contacts → | ||||
Exact match “Founded in 1959, OppenheimerFunds was an asset management firm serving financial advisors, individual investors and institutions, which specialized in equity, fixed income…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 135 contacts → | ||||
Exact match “We are a multi-strategy investment firm whose primary goal is to be a trusted client solutions partner.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 96 contacts → | ||||
Exact match “A Franklin Templeton company, O’Shaughnessy Asset Management (OSAM) combines deep research, advanced software, and a focus on tax-aware investing to deliver factor-based…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 76 contacts → | ||||
Exact match “Symmetry Partners brings decades of experience and commitment to helping Advisors and their clients achieve their most important goals with confidence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 33 contacts → | ||||
Exact match “CooksonPeirce is a boutique investment management firm for the discerning investor who seeks a disciplined, quantitative approach to money management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 21 contacts → | ||||
Exact match “Alpha Architect was founded in 2010.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 19 contacts → | ||||
Exact match “Quants, Inc.("Quants") is a financial technology and asset management company that develops, operates and markets software-as-a-service platforms and liquid alternative funds…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 17 contacts → | ||||
Exact match “Blueprint Investment Partners is a leader in the creation of systematic, process-driven investment strategies for financial advisors and institutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 17 contacts → | ||||
Exact match “Invenomic Capital Management employs a disciplined, fundamentally-driven research process to build a diversified portfolio of primarily U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 12 contacts → | ||||
Exact match “Fundamental-based, long/short equity investment manager with a quantitative risk framework” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 12 contacts → | ||||
Exact match “Little Harbor Advisors, LLC is a boutique investment firm with a focus on quantitative investment strategies and investment structures for institutional investors, financial…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 12 contacts → | ||||
Exact match “FDO Partners, LLC was a globally recognized investment management firm based in Cambridge, Massachusetts.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 11 contacts → | ||||
Exact match “Chesapeake has managed client assets for over 35 years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 9 contacts → | ||||
Exact match “Since 1986, Mount Lucas Management has provided innovative investments to institutional and high-net-worth investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “Masters Capital Management, LLC (the “Adviser” or “Firm”) is an investment management firm registered with the U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “Based in Wellesley, MA, a suburb of Boston, Empirical Asset Management, LLC is a boutique investment management firm built by Advisors for Advisors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “We offer portfolios to institutional and adviser clients seeking a lower risk path to above average long-term returns.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “Economic Index Associates (EIA) is a developer and licensor of active index strategies that are replicable, investable, rules-based and transparent.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “No matter where you are on the spectrums of age, wealth, investing experience, or risk tolerance, SMI Advisory Services has strategies that are designed to meet your needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “TWIN Capital Management is an independent, boutique Investment Management firm offering a diverse set of actively managed U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “For over a quarter-century, we’ve been a trusted provider of sophisticated wealth management solutions to advisors, institutions, and individuals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “Investors today are overwhelmed by information, advice, emotion and data.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “PRO Systematic Capital Management is a systematic quantitative investment firm specializing in disciplined, rules-based trading strategies built using mathematical and statistical…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “Alambic Investment Management, LP is based in the San Francisco Bay Area.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “New Amsterdam Partners is an asset management firm founded on an innovative philosophy: an intellectually rigorous and disciplined blend of quantitative and fundamental investment…” Recorded in the RevenueBase company graph · Nov 6, 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 “smart beta providers”. 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 82 smart beta providers based in the United States
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Smart beta providers based in the United States at a glance
As of Nov 6, 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 82 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 “smart beta providers” 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 448 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 November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “smart beta providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many smart beta providers are there based in the United States?
RevenueBase identified 82 company matches for smart beta providers associated with the United States as of November 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?
Oppenheimerfunds tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most smart beta providers?
New York leads with 7 company records, followed by Boston (6) and Dallas (3).
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 448 professional contacts with verified work emails tracked across these 82 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 November 6, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
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- AI companies based in the United States
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Company intelligence · public preview
Top 25 smart beta providers 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 82 matching company records for smart beta providers based in the United States, with 1,648 tracked contacts and 448 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: November 6, 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 smart beta providers 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 |  Oppenheimerfundsinvesco.comHQ: Atlanta, GA, United StatesReported employees: 5,001-10,000 | Atlanta, GA, United States | 5,001-10,000 | Exact match | 741 contacts → |
“Founded in 1959, OppenheimerFunds was an asset management firm serving financial advisors, individual investors and institutions, which specialized in equity, fixed income…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Xponance LLCxponance.comHQ: Philadelphia, PA, United StatesReported employees: 11-50 | Philadelphia, PA, United States | 11-50 | Exact match | 135 contacts → |
“We are a multi-strategy investment firm whose primary goal is to be a trusted client solutions partner.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  O'shaughnessy Asset Managementcanvas.osam.comHQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 96 contacts → |
“A Franklin Templeton company, O’Shaughnessy Asset Management (OSAM) combines deep research, advanced software, and a focus on tax-aware investing to deliver factor-based…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Symmetry Partners, LLCsymmetrypartners.comHQ: Glastonbury, CT, United StatesReported employees: 51-200 | Glastonbury, CT, United States | 51-200 | Exact match | 76 contacts → |
“Symmetry Partners brings decades of experience and commitment to helping Advisors and their clients achieve their most important goals with confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Cooksonpeircecooksonpeirce.comHQ: Pittsburgh, OH, United StatesReported employees: 11-50 | Pittsburgh, OH, United States | 11-50 | Exact match | 33 contacts → |
“CooksonPeirce is a boutique investment management firm for the discerning investor who seeks a disciplined, quantitative approach to money management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Alpha Architectalphaarchitect.comHQ: Havertown, United StatesReported employees: 11-50 | Havertown, United States | 11-50 | Exact match | 21 contacts → |
“Alpha Architect was founded in 2010.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Quants, INCquants.comHQ: El Segundo, CA, United StatesReported employees: 1-10 | El Segundo, CA, United States | 1-10 | Exact match | 19 contacts → |
“Quants, Inc.("Quants") is a financial technology and asset management company that develops, operates and markets software-as-a-service platforms and liquid alternative funds…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Blueprint Investment Partnersblueprintip.comHQ: Greensboro, NC, United StatesReported employees: 11-50 | Greensboro, NC, United States | 11-50 | Exact match | 17 contacts → |
“Blueprint Investment Partners is a leader in the creation of systematic, process-driven investment strategies for financial advisors and institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Invenomic Capital Management LPinvenomic.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 17 contacts → |
“Invenomic Capital Management employs a disciplined, fundamentally-driven research process to build a diversified portfolio of primarily U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Bwcp, LPbwcpfund.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 12 contacts → |
“Fundamental-based, long/short equity investment manager with a quantitative risk framework” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Little Harbor Advisorslittleharboradvisors.comHQ: Marblehead, MA, United StatesReported employees: 11-50 | Marblehead, MA, United States | 11-50 | Exact match | 12 contacts → |
“Little Harbor Advisors, LLC is a boutique investment firm with a focus on quantitative investment strategies and investment structures for institutional investors, financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  FDO Partnersfdopartners.comHQ: Cambridge, MA, United StatesReported employees: 11-50 | Cambridge, MA, United States | 11-50 | Exact match | 12 contacts → |
“FDO Partners, LLC was a globally recognized investment management firm based in Cambridge, Massachusetts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Chesapeake Capital Corporationchesapeakecapital.comHQ: Tampa, FL, United StatesReported employees: 1-10 | Tampa, FL, United States | 1-10 | Exact match | 11 contacts → |
“Chesapeake has managed client assets for over 35 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Mt. Lucas Managementmtlucas.comHQ: Newtown, PA, United StatesReported employees: 11-50 | Newtown, PA, United States | 11-50 | Exact match | 9 contacts → |
“Since 1986, Mount Lucas Management has provided innovative investments to institutional and high-net-worth investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Masters Capital Management, LLCmasterscapital.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 8 contacts → |
“Masters Capital Management, LLC (the “Adviser” or “Firm”) is an investment management firm registered with the U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Empirical Asset Managementempiricalam.comHQ: Wellesley, MA, United StatesReported employees: 1-10 | Wellesley, MA, United States | 1-10 | Exact match | 7 contacts → |
“Based in Wellesley, MA, a suburb of Boston, Empirical Asset Management, LLC is a boutique investment management firm built by Advisors for Advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Markin Asset Managementmarkinfunds.comHQ: Rye, NY, United StatesReported employees: 1-10 | Rye, NY, United States | 1-10 | Exact match | 7 contacts → |
“We offer portfolios to institutional and adviser clients seeking a lower risk path to above average long-term returns.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Economic Index Associateseconomicindexassociates.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 7 contacts → |
“Economic Index Associates (EIA) is a developer and licensor of active index strategies that are replicable, investable, rules-based and transparent.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  SMI Advisory Services, LLCsmiprivateclient.comHQ: Columbus, IN, United StatesReported employees: 1-10 | Columbus, IN, United States | 1-10 | Exact match | 7 contacts → |
“No matter where you are on the spectrums of age, wealth, investing experience, or risk tolerance, SMI Advisory Services has strategies that are designed to meet your needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Twin Capital Managementtwincapital.comHQ: Canonsburg, PA, United StatesReported employees: 1-10 | Canonsburg, PA, United States | 1-10 | Exact match | 6 contacts → |
“TWIN Capital Management is an independent, boutique Investment Management firm offering a diverse set of actively managed U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 5 contacts → |
“For over a quarter-century, we’ve been a trusted provider of sophisticated wealth management solutions to advisors, institutions, and individuals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Alphavest, LLCalphavest.comHQ: Mount Pleasant, SC, United StatesReported employees: 1-10 | Mount Pleasant, SC, United States | 1-10 | Exact match | 5 contacts → |
“Investors today are overwhelmed by information, advice, emotion and data.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  PRO Systematic Capital Management PRO Investingproinvesting.coHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 5 contacts → |
“PRO Systematic Capital Management is a systematic quantitative investment firm specializing in disciplined, rules-based trading strategies built using mathematical and statistical…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Alambic Investment Management, LPalambicim.comHQ: Belvedere, CA, United StatesReported employees: 1-10 | Belvedere, CA, United States | 1-10 | Exact match | 5 contacts → |
“Alambic Investment Management, LP is based in the San Francisco Bay Area.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  NEW Amsterdam Partnersnapllc.comHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 5 contacts → |
“New Amsterdam Partners is an asset management firm founded on an innovative philosophy: an intellectually rigorous and disciplined blend of quantitative and fundamental investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 82 company matches
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Smart beta providers: dataset insights
November 6, 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
82 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 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 82 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: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for smart beta providers?
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 smart beta providers did RevenueBase find based in the United States?
The saved snapshot records 82 matching company records, 1,648 tracked contacts and 448 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: November 6, 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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Cite this list
RevenueBase Data Team. Top 25 smart beta providers based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/smart-beta-providers/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
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
- Real estate companies based in the United States
Company intelligence · public preview
Top 25 smart beta providers based in the United States
RevenueBase records 82 matching company records for smart beta providers based in the United States, with 1,648 tracked contacts and 448 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: November 6, 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 smart beta providers 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 | Oppenheimerfundsinvesco.com HQ: Atlanta, GA, United StatesReported employees: 5,001-10,000 | Atlanta, GA, United States | 5,001-10,000 | Exact match | 741 contacts → |
“Founded in 1959, OppenheimerFunds was an asset management firm serving financial advisors, individual investors and institutions, which specialized in equity, fixed income…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Xponance LLCxponance.com HQ: Philadelphia, PA, United StatesReported employees: 11-50 | Philadelphia, PA, United States | 11-50 | Exact match | 135 contacts → |
“We are a multi-strategy investment firm whose primary goal is to be a trusted client solutions partner.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | O'shaughnessy Asset Managementcanvas.osam.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 96 contacts → |
“A Franklin Templeton company, O’Shaughnessy Asset Management (OSAM) combines deep research, advanced software, and a focus on tax-aware investing to deliver factor-based…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Symmetry Partners, LLCsymmetrypartners.com HQ: Glastonbury, CT, United StatesReported employees: 51-200 | Glastonbury, CT, United States | 51-200 | Exact match | 76 contacts → |
“Symmetry Partners brings decades of experience and commitment to helping Advisors and their clients achieve their most important goals with confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Cooksonpeircecooksonpeirce.com HQ: Pittsburgh, OH, United StatesReported employees: 11-50 | Pittsburgh, OH, United States | 11-50 | Exact match | 33 contacts → |
“CooksonPeirce is a boutique investment management firm for the discerning investor who seeks a disciplined, quantitative approach to money management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Alpha Architectalphaarchitect.com HQ: Havertown, United StatesReported employees: 11-50 | Havertown, United States | 11-50 | Exact match | 21 contacts → |
“Alpha Architect was founded in 2010.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Quants, INCquants.com HQ: El Segundo, CA, United StatesReported employees: 1-10 | El Segundo, CA, United States | 1-10 | Exact match | 19 contacts → |
“Quants, Inc.("Quants") is a financial technology and asset management company that develops, operates and markets software-as-a-service platforms and liquid alternative funds…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Blueprint Investment Partnersblueprintip.com HQ: Greensboro, NC, United StatesReported employees: 11-50 | Greensboro, NC, United States | 11-50 | Exact match | 17 contacts → |
“Blueprint Investment Partners is a leader in the creation of systematic, process-driven investment strategies for financial advisors and institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Invenomic Capital Management LPinvenomic.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 17 contacts → |
“Invenomic Capital Management employs a disciplined, fundamentally-driven research process to build a diversified portfolio of primarily U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Bwcp, LPbwcpfund.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 12 contacts → |
“Fundamental-based, long/short equity investment manager with a quantitative risk framework” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Little Harbor Advisorslittleharboradvisors.com HQ: Marblehead, MA, United StatesReported employees: 11-50 | Marblehead, MA, United States | 11-50 | Exact match | 12 contacts → |
“Little Harbor Advisors, LLC is a boutique investment firm with a focus on quantitative investment strategies and investment structures for institutional investors, financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | FDO Partnersfdopartners.com HQ: Cambridge, MA, United StatesReported employees: 11-50 | Cambridge, MA, United States | 11-50 | Exact match | 12 contacts → |
“FDO Partners, LLC was a globally recognized investment management firm based in Cambridge, Massachusetts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Chesapeake Capital Corporationchesapeakecapital.com HQ: Tampa, FL, United StatesReported employees: 1-10 | Tampa, FL, United States | 1-10 | Exact match | 11 contacts → |
“Chesapeake has managed client assets for over 35 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Mt. Lucas Managementmtlucas.com HQ: Newtown, PA, United StatesReported employees: 11-50 | Newtown, PA, United States | 11-50 | Exact match | 9 contacts → |
“Since 1986, Mount Lucas Management has provided innovative investments to institutional and high-net-worth investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Masters Capital Management, LLCmasterscapital.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 8 contacts → |
“Masters Capital Management, LLC (the “Adviser” or “Firm”) is an investment management firm registered with the U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Empirical Asset Managementempiricalam.com HQ: Wellesley, MA, United StatesReported employees: 1-10 | Wellesley, MA, United States | 1-10 | Exact match | 7 contacts → |
“Based in Wellesley, MA, a suburb of Boston, Empirical Asset Management, LLC is a boutique investment management firm built by Advisors for Advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Markin Asset Managementmarkinfunds.com HQ: Rye, NY, United StatesReported employees: 1-10 | Rye, NY, United States | 1-10 | Exact match | 7 contacts → |
“We offer portfolios to institutional and adviser clients seeking a lower risk path to above average long-term returns.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Economic Index Associateseconomicindexassociates.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 7 contacts → |
“Economic Index Associates (EIA) is a developer and licensor of active index strategies that are replicable, investable, rules-based and transparent.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | SMI Advisory Services, LLCsmiprivateclient.com HQ: Columbus, IN, United StatesReported employees: 1-10 | Columbus, IN, United States | 1-10 | Exact match | 7 contacts → |
“No matter where you are on the spectrums of age, wealth, investing experience, or risk tolerance, SMI Advisory Services has strategies that are designed to meet your needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Twin Capital Managementtwincapital.com HQ: Canonsburg, PA, United StatesReported employees: 1-10 | Canonsburg, PA, United States | 1-10 | Exact match | 6 contacts → |
“TWIN Capital Management is an independent, boutique Investment Management firm offering a diverse set of actively managed U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 5 contacts → |
“For over a quarter-century, we’ve been a trusted provider of sophisticated wealth management solutions to advisors, institutions, and individuals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Alphavest, LLCalphavest.com HQ: Mount Pleasant, SC, United StatesReported employees: 1-10 | Mount Pleasant, SC, United States | 1-10 | Exact match | 5 contacts → |
“Investors today are overwhelmed by information, advice, emotion and data.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | PRO Systematic Capital Management PRO Investingproinvesting.co HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 5 contacts → |
“PRO Systematic Capital Management is a systematic quantitative investment firm specializing in disciplined, rules-based trading strategies built using mathematical and statistical…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Alambic Investment Management, LPalambicim.com HQ: Belvedere, CA, United StatesReported employees: 1-10 | Belvedere, CA, United States | 1-10 | Exact match | 5 contacts → |
“Alambic Investment Management, LP is based in the San Francisco Bay Area.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | NEW Amsterdam Partnersnapllc.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 5 contacts → |
“New Amsterdam Partners is an asset management firm founded on an innovative philosophy: an intellectually rigorous and disciplined blend of quantitative and fundamental investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 82 company matches
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Smart beta providers: dataset insights
November 6, 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
82 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 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 82 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: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for smart beta providers?
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 smart beta providers did RevenueBase find based in the United States?
The saved snapshot records 82 matching company records, 1,648 tracked contacts and 448 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: November 6, 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 25 smart beta providers based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/smart-beta-providers/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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