Company lists · Data refreshed September 2026

Top 21 Wealth management app developers based in San Francisco, United States

RevenueBase identified 42 wealth management app developers headquartered in San Francisco, United States as of September 2026 and tracks 2,025 professional contacts across them, including 934 with verified work emails. New York is the largest hub.

This list covers wealth management app developers headquartered in San Francisco, 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
42Companies
2,025Contacts tracked
934Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 21 largest wealth management app developers based in San Francisco, United States

Ranked by team size
Top 21 of 42 wealth management app developers based in San Francisco, 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
1Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 20261,001-5,0001,389 contacts →

Indirect evidence

“SS & C Advent, a business unit of SS & C Technologies, is helping more than asset managers and asset owners worldwide transform their investment processes to maximize operational…”

Source: RevenueBase Database · checked Sep 19, 2026
2Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 202651-200121 contacts →

Strong evidence

“MyVest builds enterprise wealth management technology for the digital age.”

Source: RevenueBase Database · checked Sep 19, 2026
3Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 202651-200105 contacts →

Strong evidence

“Robertson Stephens is a wealth management firm striving to provide comprehensive and innovative investment strategies and wealth solutions to our clients through an intelligent…”

Source: RevenueBase Database · checked Sep 19, 2026
4Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 202651-20075 contacts →

Partial evidence

“Jacobi’s platform technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 202651-20056 contacts →

Indirect evidence

“We’re on a mission to make financial health effortless for everyone.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceSan Francisco, United StatesHQ checked Sep 19, 202611-5025 contacts →

Indirect evidence

“We believe everyone deserves access to better and smarter ways to manage their money.”

Source: RevenueBase Database · checked Sep 19, 2026
7Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 202611-5015 contacts →

Strong evidence

“StratiFi is an AI-powered platform that streamlines investment workflows for wealth managers by integrating risk management, compliance, and investment strategies into one unified…”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 202611-5012 contacts →

Partial evidence

“Goodfin is reimagining private wealth in the era of AI.”

Source: RevenueBase Database · checked Sep 19, 2026
9Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 202611-5012 contacts →

Partial evidence

“Finn is your personal wealth manager that knows your money, plans ahead, and gets things done.”

Source: RevenueBase Database · checked Sep 19, 2026
10Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 20261-1011 contacts →

Strong evidence

“At Alphanso, we believe wealth management should be simple, accessible, and tailored to your unique goals.”

Source: RevenueBase Database · checked Sep 19, 2026
11Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 202651-20010 contacts →

Strong evidence

“FutureAdvisor is an award-winning digital wealth management firm serving client households nationwide from our offices in San Francisco.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

“The Great Gable is one of the highest mountain peaks in England, located in the Lake District.”

Source: RevenueBase Database · checked Sep 19, 2026
13Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 20261-107 contacts →

Strong evidence

“RHS Financial is a boutique wealth management firm helping tech professionals think bigger about their wealth through the power of aspirational financial planning® and…”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“Fingage® is a financial technology platform offering RIAs the tools to automate and scale their investment workflow while personalizing their investment offerings.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 202611-506 contacts →

Indirect evidence

“Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors.”

Source: RevenueBase Database · checked Sep 19, 2026
16Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 20261-105 contacts →

Partial evidence

“Macroaxis is a sophisticated, yet simple to use personalized investment management service.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 2026201-5002 contacts →

Indirect evidence

“Free online investment advice”

Source: RevenueBase Database · checked Sep 19, 2026
18Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 20261-101 contacts →

Strong evidence

“UNION SQUARE Global Wealth Management is a company based out of San Francisco, California, United States.”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
20Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 20261-101 contacts →

Strong evidence

“Introduction I founded Credo Wealth Management, LLC after 16 years of working at UBS Financial Services, Inc.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“CORRIGAN FINANCIAL INC is a financial services company based out of 1326 CASTRO ST, SAN FRANCISCO, California, United States.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 21 of 42 wealth management app developers based in San Francisco, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 934 reachable decision-makers.

Free signup · no credit card

View the full list →

Wealth management app developers based in San Francisco, United States at a glance

As of Sep 19, 2026
46.1%Verified-email coverage
48.2Average contacts per company
1-10Median size (employees)
202.4%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
25
11-50
9
51-200
5
201-500
2
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 42 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 San Francisco, 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 San Francisco 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, 934 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 San Francisco, United States?

RevenueBase identified 42 wealth management app developers headquartered in San Francisco, 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?

Ss&c Advent, headquartered in San Francisco, 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 934 verified decision-maker contacts tracked across these 42 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.

Ready to reach these companies? Verified emails and direct dials for all 42 wealth management app developers based in San Francisco, United States. Start with a free account, no credit card.

Download this list →

Related lists

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.