Company lists · Data refreshed September 2026

Top 25 Wealth management platform developers based in the United States

Name: Wealth management platform developers based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 3,668 companies tracked

RevenueBase identified 3,668 company matches for wealth management platform developers associated with the United States as of September 2026 and tracks 260,411 professional contacts across them, including 107,405 with verified work emails. New York is the largest hub.

This list covers company matches for wealth management platform developers 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 29, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 29, 2026 How this list was built

3,668Companies

260,411Contacts tracked

107,405Verified emails

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The 25 largest wealth management platform developers based in the United States

Ranked by team size

Top 25 of 3,668 company matches for wealth management platform developers based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	BNY	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	10001+	53,345 contacts →
	Exact match “BNY is a global financial services platforms company at the heart of the world’s capital markets.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	State Street	Exact match	Boston, MA, United StatesHQ recorded Sep 29, 2026	10001+	41,744 contacts →
	Exact match “At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Northern Trust	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	10001+	27,212 contacts →
	Exact match “As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 2026	5,001-10,000	13,475 contacts →
	Exact match “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	DST Systems	Exact match	Windsor, CT, United StatesHQ recorded Sep 29, 2026	10001+	3,035 contacts →
	Exact match “DST Systems, Inc.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Oppenheimer & Co. INC	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	1,001-5,000	3,006 contacts →
	Exact match “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Arcesium	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	1,001-5,000	2,637 contacts →
	Exact match “Arcesium is a global financial technology company delivering front-to-back technology solutions for some of the world’s most sophisticated financial institutions, including hedge…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Icapital	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	1,001-5,000	2,016 contacts →
	Exact match “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Creative Planning	Exact match	Overland Park, KS, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,885 contacts →
	Exact match “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,482 contacts →
	Exact match “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Ss&c Advent	Exact match	San Francisco, CA, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,389 contacts →
	Exact match “SS & C Advent, a business unit of SS & C Technologies, is helping more than asset managers and asset owners worldwide transform their investment processes to maximize operational…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Addepar	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,304 contacts →
	Exact match “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Focus Partners	Exact match	St. Louis, MO, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,249 contacts →
	Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Personal Capital	Exact match	Redwood City, CA, United StatesHQ recorded Sep 29, 2026	201-500	1,168 contacts →
	Exact match “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Charles River Development	Exact match	Burlington, MA, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,140 contacts →
	Exact match “Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	Waddell & Reed	Exact match	Shawnee Mission, KS, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,112 contacts →
	Exact match “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	ORION	Exact match	Omaha, NE, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,042 contacts →
	Exact match “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	Investcloud, INC	Exact match	West Hollywood, CA, United StatesHQ recorded Sep 29, 2026	1,001-5,000	992 contacts →
	Exact match “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Assetmark	Exact match	Concord, CA, United StatesHQ recorded Sep 29, 2026	1,001-5,000	982 contacts →
	Exact match “AssetMark, Inc.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	Apex Fintech Solutions	Exact match	Dallas, TX, United StatesHQ recorded Sep 29, 2026	501-1,000	911 contacts →
	Exact match “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	1,001-5,000	837 contacts →
	Exact match “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	Enfusion NOW Cwan	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	5,001-10,000	818 contacts →
	Exact match “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	Clear Street	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	501-1,000	734 contacts →
	Exact match “Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale.” Recorded in the RevenueBase company graph · Sep 29, 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 “wealth management platform developers”. 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 3,668 wealth management platform developers based in the United States

See the full list, filter by size, metro and specialty, and access 107,405 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management platform developers based in the United States at a glance

As of Sep 29, 2026

41.2%Verified-email coverage

71.0Average contacts per company

1-10Median size (employees)

7.0%Largest-city concentration · New York

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

2,362

11-50

928

51-200

228

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 3,668 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 “wealth management platform developers” 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 107,405 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 29, 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.

Wealth management platform developers by metro

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 “wealth management platform developers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management platform developers are there based in the United States?

RevenueBase identified 3,668 company matches for wealth management platform developers 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?

BNY tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most wealth management platform developers?

New York leads with 256 company records, followed by San Francisco (76) and Chicago (64).

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 107,405 professional contacts with verified work emails tracked across these 3,668 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 29, 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.