Company lists · Data refreshed September 2026

Top 25 Wealth management app developers based in New York, United States

RevenueBase identified 85 wealth management app developers headquartered in New York, United States as of September 2026 and tracks 37,239 professional contacts across them, including 14,972 with verified work emails. New York is the largest hub.

This list covers wealth management app developers headquartered in New York, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
85Companies
37,239Contacts tracked
14,972Verified emails
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The 25 largest wealth management app developers based in New York, United States

Ranked by team size
Top 25 of 85 wealth management app developers based in New York, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management app developers: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceNew York, NY, United StatesHQ checked Sep 19, 202610001+32,808 contacts →

Strong evidence

“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.”

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceNew York, NY, United StatesHQ checked Sep 19, 202610001+1,217 contacts →

Partial evidence

“For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 20261,001-5,000837 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
4Strong evidenceNew York, NY, United StatesHQ checked Sep 19, 2026501-1,000629 contacts →

Strong evidence

“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.”

Source: RevenueBase Database · checked Sep 19, 2026
5Partial evidenceNew York, NY, United StatesHQ checked Sep 19, 2026501-1,000452 contacts →

Partial evidence

“Welcome to Intelligent Wealth.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 202651-200163 contacts →

Indirect evidence

“Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 2026501-1,000149 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 202651-200120 contacts →

Indirect evidence

“The Flourish platform helps RIAs (Registered Investment Advisors) grow by evolving from holistic advice to holistic implementation.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 202651-20099 contacts →

Indirect evidence

“Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.”

Source: RevenueBase Database · checked Sep 19, 2026
10Strong evidenceNew York, NY, United StatesHQ checked Sep 19, 202651-20091 contacts →

Strong evidence

“Masttro is the leading provider of wealth management technology.”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceNew York, NY, United StatesHQ checked Sep 19, 202651-20082 contacts →

Partial evidence

“Opto Investments ("Opto") is engineering the future of private markets so wealth managers can efficiently build, execute, and service white-labeled private investment vehicles -…”

Source: RevenueBase Database · checked Sep 19, 2026
12Partial evidenceNew York, NY, United StatesHQ checked Sep 19, 202611-5069 contacts →

Partial evidence

“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceNew York, United StatesHQ checked Sep 19, 202611-5058 contacts →

Indirect evidence

“A client onboarding and investing platform designed to help financial advisors effortlessly connect with more people, streamline operations, and inspire clients to engage.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 202611-5043 contacts →

Indirect evidence

“Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 202611-5036 contacts →

Indirect evidence

“Navigate your finances with confidence.”

Source: RevenueBase Database · checked Sep 19, 2026
16Strong evidenceNew York, United StatesHQ checked Sep 19, 202611-5035 contacts →

Strong evidence

“The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today’s clients are looking for.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 202611-5029 contacts →

Indirect evidence

“Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.”

Source: RevenueBase Database · checked Sep 19, 2026
18Strong evidenceNew York, NY, United StatesHQ checked Sep 19, 202611-5021 contacts →

Strong evidence

“Fixing Personal Wealth Management with agentic AI development.”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 202611-5017 contacts →

Indirect evidence

“Senator Investment Group LP is an investment advisor based out of 124 E.”

Source: RevenueBase Database · checked Sep 19, 2026
20Strong evidenceNew York, NY, United StatesHQ checked Sep 19, 202611-5014 contacts →

Strong evidence

“Satovsky Asset Management was established as an independent boutique wealth management firm in 2007 to align mindfulness with financial wealth advisory through long-term portfolio…”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 202611-5012 contacts →

Indirect evidence

“We Help You Finance Your Life With decades of investment experience, we are smart and caring professionals with the insights and expertise to help you manage your entire financial…”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 202611-5012 contacts →

Indirect evidence

“All investors deserve access to institutional-quality financial intelligence.”

Source: RevenueBase Database · checked Sep 19, 2026
23Partial evidenceNew York, NY, United StatesHQ checked Sep 19, 20261-1010 contacts →

Partial evidence

“At LRG Wealth Advisors, our mission is to help you enhance your wealth, plan for your future and create memorable experiences.”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 20261-1010 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 202611-508 contacts →

Indirect evidence

“We are an investment advisory firm offering a wide range of services to our clients.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 85 wealth management app developers based in New York, United States

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Wealth management app developers based in New York, United States at a glance

As of Sep 19, 2026
40.2%Verified-email coverage
438.1Average contacts per company
11-50Median size (employees)
100.0%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
40
11-50
27
51-200
12
501-1,000
3
1,001-5,000
1
10001+
2

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 85 companies.

How this list was built

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

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in New York, United States whose own description of what they do matches “wealth management app developers”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names wealth management app developers), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among wealth management app developers, and records with no verified work email. Companies headquartered outside New York are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 14,972 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Wealth management app developers by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

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

How many wealth management app developers are there based in New York, United States?

RevenueBase identified 85 wealth management app developers headquartered in New York, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Merrill Lynch, headquartered in New York, tops this list with the largest team on record.

Which city has the most wealth management app developers?

New York leads with 85 headquartered companies, followed by San Francisco (42) and Chicago (29).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 14,972 verified decision-maker contacts tracked across these 85 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.