Company lists · Data refreshed September 2026
Top 14 Tax-loss harvesting platforms based in the United States
RevenueBase identified 25 company matches for tax-loss harvesting platforms associated with the United States as of September 2026 and tracks 357 professional contacts across them, including 196 with verified work emails and 137 with mobile numbers. Boston is the largest hub.
This list covers company matches for tax-loss harvesting platforms 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 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 14 largest tax-loss harvesting platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 102 contacts → | ||||
Exact match “55ip is a financial technology company purpose-built to break down barriers to financial progress.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 2 | 69 contacts → | ||||
Exact match “Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 3 | 50 contacts → | ||||
Exact match “Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 4 | 29 contacts → | ||||
Exact match “Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 5 | 28 contacts → | ||||
Exact match “TokenTax is a crypto tax software platform and full-service crypto accounting firm for individual and institutional investors around the globe.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 6 | 18 contacts → | ||||
Exact match “LifeYield is a technology company that improves investor outcomes by minimizing investment taxes and maximizing retirement income.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 7 | 13 contacts → | ||||
Exact match “Navigating crypto taxes like Form 8949 and Schedule 1 can be daunting for investors.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 8 | 11 contacts → | ||||
Exact match “Founded in 1994, SoftPak Financial Systems empowers RIAs, family offices, and institutional firms with advanced portfolio optimization, tax-aware rebalancing, reporting, billing…” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 9 | 7 contacts → | ||||
Exact match “Fingage® is a financial technology platform offering RIAs the tools to automate and scale their investment workflow while personalizing their investment offerings.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 10 | 7 contacts → | ||||
Exact match “Cogenta Computing, Inc.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 11 | 2 contacts → | ||||
Exact match “We are a software-as-a-service company that provides an auto-trading platform for common investors.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “CoinsTax LLC, trading as AllMy, builds financial software.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 13 | 1 contacts → | ||||
Exact match “The executive team behind 1-ClickTrade has spent decades working with leading financial advisors and partners, including industry titans like BlackRock, AssetMark, Orion…” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 14 | 1 contacts → | ||||
Exact match “Tax Acuity is a tax planning app designed for financial advisors.” Recorded in the RevenueBase company graph · Sep 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 “tax-loss harvesting platforms”. 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 14 of 25 tax-loss harvesting platforms based in the United States
See the full list, filter by size, metro and specialty, and access 196 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Tax-loss harvesting platforms based in the United States at a glance
As of Sep 6, 2026Companies by employee count
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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 “tax-loss harvesting platforms” 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 196 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 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 “tax-loss harvesting platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many tax-loss harvesting platforms are there based in the United States?
RevenueBase identified 25 company matches for tax-loss harvesting platforms 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?
55ip tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most tax-loss harvesting platforms?
Boston leads with 4 company records, followed by New York (4) and Seattle (2).
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 196 professional contacts with verified work emails tracked across these 25 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 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 25 tax-loss harvesting platforms based in the United States. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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Company intelligence · public preview
Top 14 tax-loss harvesting platforms 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 25 matching company records for tax-loss harvesting platforms based in the United States, with 357 tracked contacts and 196 verified work emails.
This public preview shows 14 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 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 14 tax-loss harvesting platforms 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 |  55ip55-ip.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 102 contacts → |
“55ip is a financial technology company purpose-built to break down barriers to financial progress.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  ZOE Financialzoefinancial.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 69 contacts → |
“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Smartleafsmartleaf.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 50 contacts → |
“Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Pave Financepavefinance.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 29 contacts → |
“Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Tokentaxtokentax.coHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 28 contacts → |
“TokenTax is a crypto tax software platform and full-service crypto accounting firm for individual and institutional investors around the globe.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  SEI Lifeyieldlifeyield.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 18 contacts → |
“LifeYield is a technology company that improves investor outcomes by minimizing investment taxes and maximizing retirement income.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  CRPTMcrptm.comHQ: Delaware, DE, United StatesReported employees: 11-50 | Delaware, DE, United States | 11-50 | Exact match | 13 contacts → |
“Navigating crypto taxes like Form 8949 and Schedule 1 can be daunting for investors.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Softpak Financial Systems, INCsoftpak.comHQ: Wayland, MA, United StatesReported employees: 201-500 | Wayland, MA, United States | 201-500 | Exact match | 11 contacts → |
“Founded in 1994, SoftPak Financial Systems empowers RIAs, family offices, and institutional firms with advanced portfolio optimization, tax-aware rebalancing, reporting, billing…” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Fingagefingage.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Fingage® is a financial technology platform offering RIAs the tools to automate and scale their investment workflow while personalizing their investment offerings.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Tradelog Cogenta Computing, INCtradelogsoftware.comHQ: Newnan, GA, United StatesReported employees: 1-10 | Newnan, GA, United States | 1-10 | Exact match | 7 contacts → |
“Cogenta Computing, Inc.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Stock Pilot LLCstockpilot.appHQ: Paoli, PA, United StatesReported employees: 1-10 | Paoli, PA, United States | 1-10 | Exact match | 2 contacts → |
“We are a software-as-a-service company that provides an auto-trading platform for common investors.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Coinstax LLCallmy.softwareHQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 2 contacts → |
“CoinsTax LLC, trading as AllMy, builds financial software.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  1-Clicktrade1-clicktrade.comHQ: Santa Monica, CA, United StatesReported employees: 1-10 | Santa Monica, CA, United States | 1-10 | Exact match | 1 contacts → |
“The executive team behind 1-ClickTrade has spent decades working with leading financial advisors and partners, including industry titans like BlackRock, AssetMark, Orion…” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  TAX Acuitytaxacuity.netHQ: Highlands Ranch, CO, United StatesReported employees: 1-10 | Highlands Ranch, CO, United States | 1-10 | Exact match | 1 contacts → |
“Tax Acuity is a tax planning app designed for financial advisors.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 14 of 25 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
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Tax-loss harvesting platforms: dataset insights
September 6, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
25 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 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 tax-loss harvesting platforms?
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 tax-loss harvesting platforms did RevenueBase find based in the United States?
The saved snapshot records 25 matching company records, 357 tracked contacts and 196 verified emails. The public preview displays 14 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 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
Cite this list
RevenueBase Data Team. Top 14 tax-loss harvesting platforms based in the United States. Snapshot: September 6, 2026. https://revenuebase.ai/companies/tax-loss-harvesting-platforms/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 14 tax-loss harvesting platforms based in the United States
RevenueBase records 25 matching company records for tax-loss harvesting platforms based in the United States, with 357 tracked contacts and 196 verified work emails.
This public preview shows 14 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 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 14 tax-loss harvesting platforms 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 | 55ip55-ip.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 102 contacts → |
“55ip is a financial technology company purpose-built to break down barriers to financial progress.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | ZOE Financialzoefinancial.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 69 contacts → |
“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Smartleafsmartleaf.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 50 contacts → |
“Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Pave Financepavefinance.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 29 contacts → |
“Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Tokentaxtokentax.co HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 28 contacts → |
“TokenTax is a crypto tax software platform and full-service crypto accounting firm for individual and institutional investors around the globe.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | SEI Lifeyieldlifeyield.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 18 contacts → |
“LifeYield is a technology company that improves investor outcomes by minimizing investment taxes and maximizing retirement income.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | CRPTMcrptm.com HQ: Delaware, DE, United StatesReported employees: 11-50 | Delaware, DE, United States | 11-50 | Exact match | 13 contacts → |
“Navigating crypto taxes like Form 8949 and Schedule 1 can be daunting for investors.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Softpak Financial Systems, INCsoftpak.com HQ: Wayland, MA, United StatesReported employees: 201-500 | Wayland, MA, United States | 201-500 | Exact match | 11 contacts → |
“Founded in 1994, SoftPak Financial Systems empowers RIAs, family offices, and institutional firms with advanced portfolio optimization, tax-aware rebalancing, reporting, billing…” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Fingagefingage.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Fingage® is a financial technology platform offering RIAs the tools to automate and scale their investment workflow while personalizing their investment offerings.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Tradelog Cogenta Computing, INCtradelogsoftware.com HQ: Newnan, GA, United StatesReported employees: 1-10 | Newnan, GA, United States | 1-10 | Exact match | 7 contacts → |
“Cogenta Computing, Inc.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Stock Pilot LLCstockpilot.app HQ: Paoli, PA, United StatesReported employees: 1-10 | Paoli, PA, United States | 1-10 | Exact match | 2 contacts → |
“We are a software-as-a-service company that provides an auto-trading platform for common investors.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Coinstax LLCallmy.software HQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 2 contacts → |
“CoinsTax LLC, trading as AllMy, builds financial software.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | 1-Clicktrade1-clicktrade.com HQ: Santa Monica, CA, United StatesReported employees: 1-10 | Santa Monica, CA, United States | 1-10 | Exact match | 1 contacts → |
“The executive team behind 1-ClickTrade has spent decades working with leading financial advisors and partners, including industry titans like BlackRock, AssetMark, Orion…” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | TAX Acuitytaxacuity.net HQ: Highlands Ranch, CO, United StatesReported employees: 1-10 | Highlands Ranch, CO, United States | 1-10 | Exact match | 1 contacts → |
“Tax Acuity is a tax planning app designed for financial advisors.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 14 of 25 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Tax-loss harvesting platforms: dataset insights
September 6, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
25 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 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 tax-loss harvesting platforms?
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 tax-loss harvesting platforms did RevenueBase find based in the United States?
The saved snapshot records 25 matching company records, 357 tracked contacts and 196 verified emails. The public preview displays 14 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 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
Cite this list
RevenueBase Data Team. Top 14 tax-loss harvesting platforms based in the United States. Snapshot: September 6, 2026. https://revenuebase.ai/companies/tax-loss-harvesting-platforms/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