Company lists · Data refreshed September 2026
Top 25 Wealth screening platforms based in the United States
RevenueBase identified 86 wealth screening platforms headquartered in the United States as of September 2026 and tracks 2,976 professional contacts across them, including 1,339 with verified work emails. New York is the largest hub.
This list covers wealth screening platforms 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 29, 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.
The 25 largest wealth screening platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 522 contacts → | ||||
Indirect evidence “Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 212 contacts → | ||||
Indirect evidence “Welcome to IDIQ, a distinguished leader in financial intelligence.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 183 contacts → | ||||
Indirect evidence “Datazoic is an AI-native product suite built for sell-side Capital Markets.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 166 contacts → | ||||
Indirect evidence “ActiveViam is a fast-growing financial data analytics solution provider.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 159 contacts → | ||||
Strong evidence “FINTRX is the leading private wealth intelligence platform, offering the industry's most expansive and up-to-date data on registered investment advisors, broker-dealers, wealth…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 138 contacts → | ||||
Indirect evidence “ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 134 contacts → | ||||
Indirect evidence “Broadridge Advisor Solutions is the premier provider of solutions-based marketing and reporting tools designed to assist financial professionals with building their brand, sharing…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 100 contacts → | ||||
Partial evidence “EMS is a premier Financial Services trusted advisory partner, leveraging platforms such as Salesforce, MuleSoft, nCino, Snowflake, and others to provide solution architecture and…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 98 contacts → | ||||
Indirect evidence “The founders and management of IDI have been in the data fusion industry for the last two decades.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 83 contacts → | ||||
Partial evidence “Fi-Tek Wealth Solutions originated out of an internal technology development effort at the wealth management firm founded by the Rockefeller family.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 82 contacts → | ||||
Indirect evidence “For more than 20 years, 1010data has helped financial, retail and consumer goods customers monitor shifts in consumer demand and market conditions and rapidly respond with…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 72 contacts → | ||||
Partial evidence “Wealth-X is the global leader in wealth information and insight, and partners with leading prestige brands across the financial services, luxury, not-for-profit and…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 57 contacts → | ||||
Indirect evidence “Expero delivers unforgettable user experiences for finance.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 36 contacts → | ||||
Partial evidence “Convergence is a data and analytics company that has created an unparalleled platform comprising public and proprietary data, analytical products and insights that penetrates deep…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 27 contacts → | ||||
Indirect evidence “BCP Global is a provider of digital solutions for financial advisors and financial institutions.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 27 contacts → | ||||
Indirect evidence “Every investor deserves institutional-grade analytics.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 26 contacts → | ||||
Indirect evidence “Argo Data Resource Corporation is an information technology and services company based out of 12770 Coit Rd Ste 600, Dallas, Texas, United States.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 25 contacts → | ||||
Partial evidence “Arcus Partners | Cloud-First WealthTech Product & Managed Services Provider Arcus Partners is redefining WealthTech by delivering cloud-native, AI-powered solutions tailored for…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 21 contacts → | ||||
Indirect evidence “Hundreds of financial institutions use DeepTarget to increase loan demand, promote product adoption and support intelligent marketing through advanced data mining and analytics.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 20 contacts → | ||||
Partial evidence “At Praxis Solutions, the future of wealth management isn’t imagined; it’s engineered.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 18 contacts → | ||||
Indirect evidence “Cashmere is the growth intelligence layer for financial services, transforming how institutions discover, engage, and acquire clients today.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 15 contacts → | ||||
Partial evidence “Terrapin Technologies provides financial data and reporting solutions that enable wealth management firms to see the big picture, increase profits, and reduce risk.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 13 contacts → | ||||
Indirect evidence “Since 2002, Insight Financial Marketing has been the leader in large scale transactional analysis generating detailed knowledge to better understand your customer, allowing you to…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 12 contacts → | ||||
Indirect evidence “Here at Gemineye, we believe that you deserve to own your data and your data journey.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 12 contacts → | ||||
Indirect evidence “UE.co software and services company that builds cutting edge marketing and customer acquisition software for financial companies.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
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 screening 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 screening platforms.
- Partial evidence
- Its own public description names part of wealth screening platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth screening 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 86 wealth screening platforms based in the United States
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Wealth screening platforms based in the United States at a glance
As of Sep 29, 2026Companies by employee count
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 86 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 screening 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 the United States whose own description of what they do matches “wealth screening 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 screening 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 screening platforms, 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, 1,339 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 29, 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.
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 screening 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 screening platforms are there based in the United States?
RevenueBase identified 86 wealth screening platforms 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?
Curinos, headquartered in New York, tops this list with the largest team on record.
Which city has the most wealth screening platforms?
New York leads with 16 headquartered companies, followed by Boston (5) and San Diego (3).
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 1,339 verified decision-maker contacts tracked across these 86 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 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 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.
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