Company lists · Data refreshed September 2026
Top 25 AI wealth management platforms based in Chicago, United States
RevenueBase identified 54 AI wealth management platforms headquartered in Chicago, United States as of September 2026 and tracks 2,038 professional contacts across them, including 1,216 with verified work emails. New York is the largest hub.
This list covers AI wealth management platforms headquartered in Chicago, 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 27, 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 AI wealth management platforms based in Chicago, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 818 contacts → | ||||
Strong evidence “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 183 contacts → | ||||
Indirect evidence “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 140 contacts → | ||||
Strong evidence “GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 120 contacts → | ||||
Partial evidence “Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 108 contacts → | ||||
Strong evidence “In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 107 contacts → | ||||
Indirect evidence “At VestGen, we’re transforming succession planning.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 81 contacts → | ||||
Strong evidence “Practifi is the only intelligent CRM built specifically for wealth management firms.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 50 contacts → | ||||
Strong evidence “Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 32 contacts → | ||||
Partial evidence “Build - Live - Share We believe success in achieving important financial goals starts with a comprehensive wealth strategy.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 20 contacts → | ||||
Indirect evidence “BridgeFT is now a part of Field.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 15 contacts → | ||||
Partial evidence “NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 11 contacts → | ||||
Partial evidence “Wavvest is the platform powering the next generation of independent financial advisors and their clients.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 9 contacts → | ||||
Partial evidence “Whether you’re investing for the first time, navigating complex tax laws, or planning your estate, we have the team to help you achieve your wealth goals with a holistic approach.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 contacts → | ||||
Strong evidence “WWM Investments, LLC (WWM) specializes in comprehensive financial planning, wealth management solutions and retirement plan design.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6 contacts → | ||||
Strong evidence “At Impruve, we serve as the AI Steward for leading wealth management firms.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 5 contacts → | ||||
Partial evidence “The RoboSig dream team is revolutionizing the world of FX with cutting-edge autonomous AI-supported trading strategies, delivering top-tier software solutions and empowering…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5 contacts → | ||||
Indirect evidence “Registered Investment Advisory firm based in Chicago, IL.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5 contacts → | ||||
Strong evidence “Podesta Capital Apollon is a 3rd generation wealth management firm established, first and foremost, to benefit our clients.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Strong evidence “Ziv Investment is a Chicago Investment Firm with primary focus on idividual and institutional wealth management strategies.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Partial evidence “Volsurface Capital Management is a registered investment advisor and commodity trading advisor dedicated to delivering unparalleled financial insights and strategies.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Partial evidence “Our firm’s name - Archiwealth - reflects our mission: to serve as the guiding architects on the journey to building your wealth.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Strong evidence “Parabolic Ventures actively invested in publicly traded securities using our algorithmic investing platform called Parabolic AI.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Strong evidence “Herr Capital Management is a boutique wealth management and investment firm dedicated to empowering our clients on their financial path.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Strong evidence “Genivity is an AI SaaS platform helping financial advisors develop stickier client relationships and maximize wealth assets by planning for the biggest risks to a client's…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence “Financial technology companies sacrifice service, security, and functionality for lower costs.” Source: RevenueBase Database · checked Sep 27, 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: AI 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 AI wealth management platforms.
- Partial evidence
- Its own public description names part of AI 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 AI 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 54 AI wealth management platforms based in Chicago, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,216 reachable decision-makers.
Free signup · no credit card
AI wealth management platforms based in Chicago, United States at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 54 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 AI 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 Chicago, United States whose own description of what they do matches “AI 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 AI 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 AI wealth management platforms, and records with no verified work email. Companies headquartered outside Chicago 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, 1,216 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 27, 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.
AI wealth management platforms by metro in the United States
- AI wealth management platforms in New York199
- AI wealth management platforms in San Francisco84
- AI wealth management platforms in Chicago54
- AI wealth management platforms in Boston51
- AI wealth management platforms in Miami43
- AI wealth management platforms in San Diego39
- AI wealth management platforms in Austin36
- AI wealth management platforms in Atlanta33
- AI wealth management platforms in Los Angeles30
- AI wealth management platforms in Dallas29
- AI wealth management platforms in Denver27
- AI wealth management platforms in Houston27
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 AI 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 AI wealth management platforms are there based in Chicago, United States?
RevenueBase identified 54 AI wealth management platforms headquartered in Chicago, 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?
Enfusion NOW Cwan, headquartered in Chicago, tops this list with the largest team on record.
Which city has the most AI wealth management platforms?
New York leads with 199 headquartered companies, followed by San Francisco (84) and Chicago (54).
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 1,216 verified decision-maker contacts tracked across these 54 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 27, 2026.
Ready to reach these companies? Verified emails and direct dials for all 54 AI wealth management platforms based in Chicago, United States. Start with a free account, no credit card.
Download this list →Related lists
AI wealth management platforms by geography
- AI wealth management platforms based in Calgary, Canada
- AI wealth management platforms based in Montreal, Canada
- AI wealth management platforms based in Toronto, Canada
- AI wealth management platforms based in Vancouver, Canada
- AI wealth management platforms based in Ahmedabad, India
- AI wealth management platforms based in Bangalore, India
- AI wealth management platforms based in Bengaluru, India
- AI wealth management platforms based in Hyderabad, India
- AI wealth management platforms based in Kolkata, India
- AI wealth management platforms based in Mumbai, India
- AI wealth management platforms based in New Delhi, India
- AI wealth management platforms based in Pune, India
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- AI wealth management platforms based in Calgary, Canada
- AI wealth management platforms based in Montreal, Canada
- AI wealth management platforms based in Toronto, Canada
- AI wealth management platforms based in Vancouver, Canada
- AI wealth management platforms based in Ahmedabad, India
- AI wealth management platforms based in Bangalore, India