Company lists · Data refreshed September 2026

Top 25 Wealth management software companies based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 3,083 companies tracked

RevenueBase identified 3,083 company matches for wealth management software companies associated with the United States as of September 2026 and tracks 144,203 professional contacts across them, including 57,294 with verified work emails. New York is the largest hub.

This list covers company matches for wealth management software companies 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 14, 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 14, 2026 How this list was built

3,083Companies

144,203Contacts tracked

57,294Verified emails

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The 25 largest wealth management software companies based in the United States

Ranked by team size

Top 25 of 3,083 company matches for wealth management software companies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 14, 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	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 14, 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 14, 2026 · View company records in RevenueBase
2	Northern Trust	Exact match	Chicago, IL, United StatesHQ recorded Sep 14, 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 14, 2026 · View company records in RevenueBase
3	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Sep 14, 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 14, 2026 · View company records in RevenueBase
4	DST Systems	Exact match	Windsor, CT, United StatesHQ recorded Sep 14, 2026	10001+	3,035 contacts →
	Exact match “DST Systems, Inc.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
5	Envestnet	Exact match	Berwyn, PA, United StatesHQ recorded Sep 14, 2026	1,001-5,000	2,766 contacts →
	Exact match “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
6	Arcesium	Exact match	New York, NY, United StatesHQ recorded Sep 14, 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 14, 2026 · View company records in RevenueBase
7	Creative Planning	Exact match	Overland Park, KS, United StatesHQ recorded Sep 14, 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 14, 2026 · View company records in RevenueBase
8	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 14, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
9	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Sep 14, 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 14, 2026 · View company records in RevenueBase
10	Ss&c Advent	Exact match	San Francisco, CA, United StatesHQ recorded Sep 14, 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 14, 2026 · View company records in RevenueBase
11	Focus Partners	Exact match	St. Louis, MO, United StatesHQ recorded Sep 14, 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 14, 2026 · View company records in RevenueBase
12	BNY Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 14, 2026	10001+	1,217 contacts →
	Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
13	Personal Capital	Exact match	Redwood City, CA, United StatesHQ recorded Sep 14, 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 14, 2026 · View company records in RevenueBase
14	Charles River Development	Exact match	Burlington, MA, United StatesHQ recorded Sep 14, 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 14, 2026 · View company records in RevenueBase
15	Waddell & Reed	Exact match	Shawnee Mission, KS, United StatesHQ recorded Sep 14, 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 14, 2026 · View company records in RevenueBase
16	ORION	Exact match	Omaha, NE, United StatesHQ recorded Sep 14, 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 14, 2026 · View company records in RevenueBase
17	Investcloud, INC	Exact match	West Hollywood, CA, United StatesHQ recorded Sep 14, 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 14, 2026 · View company records in RevenueBase
18	Assetmark	Exact match	Concord, CA, United StatesHQ recorded Sep 14, 2026	1,001-5,000	982 contacts →
	Exact match “AssetMark, Inc.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
19	Apex Fintech Solutions	Exact match	Dallas, TX, United StatesHQ recorded Sep 14, 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 14, 2026 · View company records in RevenueBase
20	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 14, 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 14, 2026 · View company records in RevenueBase
21	Confluence	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 14, 2026	501-1,000	712 contacts →
	Exact match “Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
22	Wells Fargo Private Bank	Exact match	San Francisco, CA, United StatesHQ recorded Sep 14, 2026	10001+	676 contacts →
	Exact match “As one of the nation’s leading providers of wealth management services, Wells Fargo Private Bank has extensive experience and a wide range of resources to help you achieve your…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
23	Betanxt	Exact match	New York, NY, United StatesHQ recorded Sep 14, 2026	501-1,000	629 contacts →
	Exact match “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
24	Emoney Advisor	Exact match	Radnor, PA, United StatesHQ recorded Sep 14, 2026	501-1,000	615 contacts →
	Exact match “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
25	Moneta	Exact match	Clayton, MO, United StatesHQ recorded Sep 14, 2026	501-1,000	586 contacts →
	Exact match “Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent…” Recorded in the RevenueBase company graph · Sep 14, 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 software companies”. 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 3,083 wealth management software companies based in the United States

See the full list, filter by size, metro and specialty, and access 57,294 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management software companies based in the United States at a glance

As of Sep 14, 2026

39.7%Verified-email coverage

46.8Average contacts per company

1-10Median size (employees)

4.6%Largest-city concentration · New York

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

2,047

11-50

741

51-200

174

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 3,083 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 software companies” 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 57,294 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 14, 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 software companies 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 software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management software companies are there based in the United States?

RevenueBase identified 3,083 company matches for wealth management software companies 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?

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

Which city has the most wealth management software companies?

New York leads with 143 company records, followed by Chicago (45) and Dallas (43).

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 57,294 professional contacts with verified work emails tracked across these 3,083 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 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 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.