Company lists · Data refreshed September 2026

Top 25 Wealth management platforms based in New York, United States

Name: Wealth management platforms based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 208 companies tracked

RevenueBase identified 208 wealth management platforms headquartered in New York, United States as of September 2026 and tracks 97,682 professional contacts across them, including 42,418 with verified work emails. New York is the largest hub.

This list covers wealth management platforms 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 14, 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 14, 2026 86% judged on-target in blind review

208Companies

97,682Contacts tracked

42,418Verified emails

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The 25 largest wealth management platforms based in New York, United States

Ranked by team size

Top 25 of 208 wealth management platforms based in New York, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management platforms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	BNY	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 2026	10001+	53,345 contacts →
	Partial evidence “BNY is a global financial services platforms company at the heart of the world’s capital markets.” Source: RevenueBase Database · checked Sep 14, 2026
2	Merrill Lynch	Strong evidence	New York, NY, United StatesHQ checked Sep 14, 2026	10001+	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 14, 2026
3	Icapital	Indirect evidence	New York, NY, United StatesHQ checked Sep 14, 2026	1,001-5,000	2,016 contacts →
	Indirect evidence “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Source: RevenueBase Database · checked Sep 14, 2026
4	Bernstein Private Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 14, 2026	1,001-5,000	837 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 14, 2026
5	Betanxt	Strong evidence	New York, NY, United StatesHQ checked Sep 14, 2026	501-1,000	629 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 14, 2026
6	Farther	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 2026	501-1,000	452 contacts →
	Partial evidence “Welcome to Intelligent Wealth.” Source: RevenueBase Database · checked Sep 14, 2026
7	Wealthspire Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 2026	201-500	437 contacts →
	Partial evidence “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Source: RevenueBase Database · checked Sep 14, 2026
8	Fiduciary Trust International	Strong evidence	New York, NY, United StatesHQ checked Sep 14, 2026	201-500	419 contacts →
	Strong evidence “Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Source: RevenueBase Database · checked Sep 14, 2026
9	CAIS	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 2026	201-500	377 contacts →
	Partial evidence “CAIS is the leading alternative investment platform for independent financial advisors.” Source: RevenueBase Database · checked Sep 14, 2026
10	Alex. Brown	Indirect evidence	New York, NY, United StatesHQ checked Sep 14, 2026	501-1,000	330 contacts →
	Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 14, 2026
11	Nirvana Solutions	Indirect evidence	New York, NY, United StatesHQ checked Sep 14, 2026	201-500	330 contacts →
	Indirect evidence “We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Source: RevenueBase Database · checked Sep 14, 2026
12	Pontera	Indirect evidence	New York, NY, United StatesHQ checked Sep 14, 2026	201-500	328 contacts →
	Indirect evidence “Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Source: RevenueBase Database · checked Sep 14, 2026
13	BBR Partners	Strong evidence	New York, NY, United StatesHQ checked Sep 14, 2026	51-200	242 contacts →
	Strong evidence “BBR Partners is an independent boutique wealth management firm.” Source: RevenueBase Database · checked Sep 14, 2026
14	PCR Financial Aggregation	Strong evidence	New York, NY, United StatesHQ checked Sep 14, 2026	51-200	199 contacts →
	Strong evidence “PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry.” Source: RevenueBase Database · checked Sep 14, 2026
15	Park Avenue Wealth Management	Strong evidence	New York, NY, United StatesHQ checked Sep 14, 2026	1,001-5,000	194 contacts →
	Strong evidence “Park Avenue® Wealth Management has evolved into a modern wealth management company delivering holistic solutions across investing, planning, and protection.” Source: RevenueBase Database · checked Sep 14, 2026
16	First Manhattan	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 2026	51-200	173 contacts →
	Partial evidence “First Manhattan is a $36B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.” Source: RevenueBase Database · checked Sep 14, 2026
17	Stavtar Solutions	Indirect evidence	New York, NY, United StatesHQ checked Sep 14, 2026	51-200	163 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 14, 2026
18	National Securities Corporation	Indirect evidence	New York, NY, United StatesHQ checked Sep 14, 2026	501-1,000	149 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
19	Flourish	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 2026	51-200	120 contacts →
	Partial evidence “The Flourish platform helps RIAs (Registered Investment Advisors) grow by evolving from holistic advice to holistic implementation.” Source: RevenueBase Database · checked Sep 14, 2026
20	Phoenix Financial Services	Indirect evidence	New York, NY, United StatesHQ checked Sep 14, 2026	51-200	108 contacts →
	Indirect evidence “Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City.” Source: RevenueBase Database · checked Sep 14, 2026
21	Wealth Advisory Group LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 2026	51-200	106 contacts →
	Partial evidence “Wealth Advisory Group has been empowering people with sound financial strategies since 1933.” Source: RevenueBase Database · checked Sep 14, 2026
22	ETHIC	Indirect evidence	New York, NY, United StatesHQ checked Sep 14, 2026	51-200	103 contacts →
	Indirect evidence “Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing.” Source: RevenueBase Database · checked Sep 14, 2026
23	VISE	Indirect evidence	New York, NY, United StatesHQ checked Sep 14, 2026	51-200	99 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 14, 2026
24	Spartan Capital Securities, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 14, 2026	51-200	93 contacts →
	Indirect evidence “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Source: RevenueBase Database · checked Sep 14, 2026
25	Tocqueville Asset Management	Strong evidence	New York, NY, United StatesHQ checked Sep 14, 2026	51-200	91 contacts →
	Strong evidence “Tocqueville Asset Management is an independent, employee-owned wealth management firm founded in 1985, with offices in New York City and Vero Beach, Florida.” Source: RevenueBase Database · checked Sep 14, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth management platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names wealth management platforms.
Partial evidence: Its own public description names part of wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 208 wealth management platforms based in New York, United States

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

As of Sep 14, 2026

43.4%Verified-email coverage

469.6Average contacts per company

11-50Median size (employees)

100.0%Largest-city concentration · New York

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

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 208 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 platforms, 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 platforms”. 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 platforms), 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 platforms, 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, 42,418 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 14, 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 platforms 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 platforms, 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 platforms are there based in New York, United States?

RevenueBase identified 208 wealth management platforms 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?

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

Which city has the most wealth management platforms?

New York leads with 208 headquartered companies, followed by Chicago (72) and Atlanta (64).

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 42,418 verified decision-maker contacts tracked across these 208 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 14, 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.