Company lists · Data refreshed September 2026

Top 25 Wealth management software providers based in New York, United States

Name: Wealth management software providers 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 105 companies tracked

RevenueBase identified 105 company matches for wealth management software providers associated with New York, United States as of September 2026 and tracks 38,868 professional contacts across them, including 15,504 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for wealth management software providers associated with New York, 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

105Companies

38,868Contacts tracked

15,504Verified emails

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

Ranked by team size

Top 25 of 105 company matches for wealth management software providers based in New York, 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	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
3	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
4	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
5	Farther	Exact match	New York, NY, United StatesHQ recorded Sep 14, 2026	501-1,000	452 contacts →
	Exact match “Welcome to Intelligent Wealth.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
6	Alex. Brown	Exact match	New York, NY, United StatesHQ recorded Sep 14, 2026	501-1,000	330 contacts →
	Exact match “Alex.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
7	Nirvana Solutions	Exact match	New York, NY, United StatesHQ recorded Sep 14, 2026	201-500	330 contacts →
	Exact match “We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
8	HOC INC	Exact match	New York, NY, United StatesHQ recorded Sep 14, 2026	51-200	216 contacts →
	Exact match “HOC, founded in 2001, specializes in building software for the energy trading and financial services sectors.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
9	Park Avenue Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 14, 2026	1,001-5,000	194 contacts →
	Exact match “Park Avenue® Wealth Management has evolved into a modern wealth management company delivering holistic solutions across investing, planning, and protection.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
10	Stavtar Solutions	Exact match	New York, NY, United StatesHQ recorded Sep 14, 2026	51-200	163 contacts →
	Exact match “Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
11	National Securities Corporation	Exact match	New York, NY, United StatesHQ recorded Sep 14, 2026	501-1,000	149 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
12	Wealth Advisory Group LLC	Exact match	New York, NY, United StatesHQ recorded Sep 14, 2026	51-200	106 contacts →
	Exact match “Wealth Advisory Group has been empowering people with sound financial strategies since 1933.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
13	Tocqueville Asset Management	Exact match	New York, NY, United StatesHQ recorded Sep 14, 2026	51-200	91 contacts →
	Exact match “Tocqueville Asset Management is an independent, employee-owned wealth management firm founded in 1985, with offices in New York City and Vero Beach, Florida.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
14	Masttro	Exact match	New York, NY, United StatesHQ recorded Sep 14, 2026	51-200	91 contacts →
	Exact match “Masttro is the leading provider of wealth management technology.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
15	Opto Investments	Exact match	New York, NY, United StatesHQ recorded Sep 14, 2026	51-200	82 contacts →
	Exact match “Opto Investments ("Opto") is engineering the future of private markets so wealth managers can efficiently build, execute, and service white-labeled private investment vehicles -…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
16	Earned	Exact match	New York, NY, United StatesHQ recorded Sep 14, 2026	201-500	72 contacts →
	Exact match “Earned is the comprehensive, tax-smart wealth building solution exclusively for doctors, their families, and their practices.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
17	Ss&c Innovest	Exact match	New York, United StatesHQ recorded Sep 14, 2026	51-200	66 contacts →
	Exact match “SS & C Innovest’s forward-thinking technology solutions are the choice of many of the industry’s largest Trust Companies, Wealth Management firms, Retirement Platforms, and…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
18	Wellington Shields	Exact match	New York, NY, United StatesHQ recorded Sep 14, 2026	51-200	47 contacts →
	Exact match “Wellington Shields is an independent wealth management firm with roots dating back to 1925.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
19	Aleta A Next-Generation Wealth Platform	Exact match	New York, NY, United StatesHQ recorded Sep 14, 2026	11-50	45 contacts →
	Exact match “Aleta is purpose-built family office software for forward-thinking families.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
20	Park Avenue Capital	Exact match	New York, NY, United StatesHQ recorded Sep 14, 2026	11-50	45 contacts →
	Exact match “A leading Northwestern Mutual wealth management firm that provides financial planning for high-net-worth families.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
21	Pioneer Financial	Exact match	New York, NY, United StatesHQ recorded Sep 14, 2026	11-50	45 contacts →
	Exact match “Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
22	Koyfin	Exact match	New York, NY, United StatesHQ recorded Sep 14, 2026	11-50	43 contacts →
	Exact match “Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
23	Otcfin	Exact match	New York, NY, United StatesHQ recorded Sep 14, 2026	11-50	42 contacts →
	Exact match “OTCFin is a financial technology company which provides integrated solutions to investment managers to help them better and more efficiently manage their portfolios.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
24	Bridgewater Advisors INC	Exact match	New York, NY, United StatesHQ recorded Sep 14, 2026	11-50	25 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
25	Klingman And Associates, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 14, 2026	11-50	24 contacts →
	Exact match “Klingman and Associates, LLC is a comprehensive wealth management company that provides financial planning services and independent investment advice to high net worth individuals…” 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 providers”. 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 105 wealth management software providers based in New York, United States

See the full list, filter by size, metro and specialty, and access 15,504 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 14, 2026

39.9%Verified-email coverage

370.2Average contacts per company

11-50Median size (employees)

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 105 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 New York, United States whose business descriptions match “wealth management software providers” 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 15,504 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 providers by metro in the United States

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 providers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management software providers are there based in New York, United States?

RevenueBase identified 105 company matches for wealth management software providers associated with New York, 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 in the United States has the most wealth management software providers?

New York leads the United States with 105 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 15,504 professional contacts with verified work emails tracked across these 105 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.