Company lists · Data refreshed September 2026

Top 25 Wealth management software providers based in the United States

Name: Wealth management software providers 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 2,351 companies tracked

RevenueBase identified 2,351 wealth management software providers headquartered in the United States as of September 2026 and tracks 113,037 professional contacts across them, including 42,044 with verified work emails. New York is the largest hub.

This list covers wealth management software providers headquartered in the 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

2,351Companies

113,037Contacts tracked

42,044Verified emails

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

Ranked by team size

Top 25 of 2,351 wealth management software providers based in the 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 software providers: 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	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
2	Northern Trust	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	10001+	27,212 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
3	DST Systems	Indirect evidence	Windsor, CT, United StatesHQ checked Sep 14, 2026	10001+	3,035 contacts →
	Indirect evidence “DST Systems, Inc.” Source: RevenueBase Database · checked Sep 14, 2026
4	Creative Planning	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 14, 2026	1,001-5,000	1,885 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
5	Mariner	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 14, 2026	1,001-5,000	1,828 contacts →
	Partial evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 14, 2026
6	Ss&c Advent	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 14, 2026	1,001-5,000	1,389 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 14, 2026
7	Focus Partners	Strong evidence	St. Louis, MO, United StatesHQ checked Sep 14, 2026	1,001-5,000	1,249 contacts →
	Strong evidence “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Source: RevenueBase Database · checked Sep 14, 2026
8	BNY Wealth	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 2026	10001+	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 14, 2026
9	Personal Capital	Indirect evidence	Redwood City, CA, United StatesHQ checked Sep 14, 2026	201-500	1,168 contacts →
	Indirect evidence “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Source: RevenueBase Database · checked Sep 14, 2026
10	Charles River Development	Partial evidence	Burlington, MA, United StatesHQ checked Sep 14, 2026	1,001-5,000	1,140 contacts →
	Partial evidence “Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.” Source: RevenueBase Database · checked Sep 14, 2026
11	Waddell & Reed	Partial evidence	Shawnee Mission, KS, United StatesHQ checked Sep 14, 2026	1,001-5,000	1,112 contacts →
	Partial evidence “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Source: RevenueBase Database · checked Sep 14, 2026
12	ORION	Partial evidence	Omaha, NE, United StatesHQ checked Sep 14, 2026	1,001-5,000	1,042 contacts →
	Partial evidence “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Source: RevenueBase Database · checked Sep 14, 2026
13	Investcloud, INC	Partial evidence	West Hollywood, CA, United StatesHQ checked Sep 14, 2026	1,001-5,000	992 contacts →
	Partial evidence “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Source: RevenueBase Database · checked Sep 14, 2026
14	Assetmark	Indirect evidence	Concord, CA, United StatesHQ checked Sep 14, 2026	1,001-5,000	982 contacts →
	Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Sep 14, 2026
15	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
16	Confluence	Partial evidence	Pittsburgh, PA, United StatesHQ checked Sep 14, 2026	501-1,000	712 contacts →
	Partial evidence “Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Source: RevenueBase Database · checked Sep 14, 2026
17	Wells Fargo Private Bank	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 14, 2026	10001+	676 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
18	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
19	Emoney Advisor	Indirect evidence	Radnor, PA, United StatesHQ checked Sep 14, 2026	501-1,000	615 contacts →
	Indirect evidence “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Source: RevenueBase Database · checked Sep 14, 2026
20	Moneta	Strong evidence	Clayton, MO, United StatesHQ checked Sep 14, 2026	501-1,000	586 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
21	Hightower Advisors	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	1,001-5,000	575 contacts →
	Strong evidence “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Source: RevenueBase Database · checked Sep 14, 2026
22	Lido Advisors	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 14, 2026	201-500	542 contacts →
	Indirect evidence “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Source: RevenueBase Database · checked Sep 14, 2026
23	Benjamin F. Edwards	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 14, 2026	501-1,000	520 contacts →
	Indirect evidence “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Source: RevenueBase Database · checked Sep 14, 2026
24	Eton Solutions LP	Strong evidence	Morrisville, NC, United StatesHQ checked Sep 14, 2026	201-500	478 contacts →
	Strong evidence “Eton Solutions is an ERP software product (AtlasFive and EtonAI) and services company founded to handle the complexities of servicing Family Offices, Wealth Owners, RIAs, Business…” Source: RevenueBase Database · checked Sep 14, 2026
25	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

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 software providers. 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 software providers.
Partial evidence: Its own public description names part of wealth management software providers, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management software providers. 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 2,351 wealth management software providers based in the United States

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

As of Sep 14, 2026

37.2%Verified-email coverage

48.1Average contacts per company

1-10Median size (employees)

4.5%Largest-city concentration · New York

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

1,555

11-50

574

51-200

129

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 2,351 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 software providers, 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 the United States whose own description of what they do matches “wealth management software providers”. 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 software providers), 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 software providers, and records with no verified work email. Companies headquartered outside United States 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, 42,044 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 software providers by metro

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 software providers, 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 software providers are there based in the United States?

RevenueBase identified 2,351 wealth management software providers headquartered in the 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 software providers?

New York leads with 105 headquartered companies, followed by Chicago (38) and San Diego (36).

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 42,044 verified decision-maker contacts tracked across these 2,351 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.