Company lists · Data refreshed September 2026

Top 18 Algorithmic wealth management companies based in Denver, United States

RevenueBase identified 28 algorithmic wealth management companies headquartered in Denver, United States as of September 2026 and tracks 134 professional contacts across them, including 62 with verified work emails. New York is the largest hub.

This list covers algorithmic wealth management companies headquartered in Denver, 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 16, 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 16, 2026 86% judged on-target in blind review
28Companies
134Contacts tracked
62Verified emails
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The 18 largest algorithmic wealth management companies based in Denver, United States

Ranked by team size
Top 18 of 28 algorithmic wealth management companies based in Denver, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to algorithmic wealth management companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceDenver, CO, United StatesHQ checked Sep 16, 202611-5017 contacts →

Indirect evidence

“We are an independently registered investment advisory firm located in the heart of Denver, Colorado.”

Source: RevenueBase Database · checked Sep 16, 2026
2Indirect evidenceDenver, United StatesHQ checked Sep 16, 202611-5015 contacts →

Indirect evidence

“Gravity Investments is an Institutional RoboAdvisor.”

Source: RevenueBase Database · checked Sep 16, 2026
3Indirect evidenceDenver, CO, United StatesHQ checked Sep 16, 202611-5014 contacts →

Indirect evidence

“LotusGroup Advisors is a Denver based Registered Investment Advisory (RIA) in the heart of Wash Park.”

Source: RevenueBase Database · checked Sep 16, 2026
4Strong evidenceDenver, CO, United StatesHQ checked Sep 16, 202611-5013 contacts →

Strong evidence

“SHJ Wealth Advisors is one of Denver's oldest Financial Planning and Investment Management firms.”

Source: RevenueBase Database · checked Sep 16, 2026
5Strong evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-109 contacts →

Strong evidence

“Turn Market Complexity into Wealth Opportunity Arch Public brings institutional-grade algorithmic trading to investors of all sizes.”

Source: RevenueBase Database · checked Sep 16, 2026
6Indirect evidenceDenver, United StatesHQ checked Sep 16, 20261-107 contacts →

Indirect evidence

“Investment Security Group (ISG) was founded in 1992 with the mission of becoming a “client first” boutique firm offering you a one-stop resource of personalized investing and…”

Source: RevenueBase Database · checked Sep 16, 2026
7Strong evidenceDenver, CO, United StatesHQ checked Sep 16, 202611-507 contacts →

Strong evidence

“FinFolio makes portfolio management software for investment advisors and professional wealth managers.”

Source: RevenueBase Database · checked Sep 16, 2026
8Indirect evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026
9Partial evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-104 contacts →

Partial evidence

“Infinium Investment Advisors provides low-cost financial planning and investment management to Technology executives, entrepreneurs, and investors.”

Source: RevenueBase Database · checked Sep 16, 2026
10Indirect evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-104 contacts →

Indirect evidence

“At Garden Street Financial Group, our personalized plans are designed to help provide greater confidence through our full range of investment advisory and financial planning…”

Source: RevenueBase Database · checked Sep 16, 2026
11Partial evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-102 contacts →

Partial evidence

“ALTIUS Financial Inc is an investment management company based out of S Harrison St # 810, Denver, Colorado, United States.”

Source: RevenueBase Database · checked Sep 16, 2026
12Partial evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-102 contacts →

Partial evidence

“After 28 years on Wall Street, I founded my own investment firm, Nspire Wealth.”

Source: RevenueBase Database · checked Sep 16, 2026
13Indirect evidenceDenver, NC, United StatesHQ checked Sep 16, 20261-102 contacts →

Indirect evidence

“Simplified Financial, founded in 2018 by Carmen Andrews, is a financial planning firm dedicated to simplifying the process of saving and investing.”

Source: RevenueBase Database · checked Sep 16, 2026
14Indirect evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026
15Indirect evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-102 contacts →

Indirect evidence

“Investing for your Best Interest We build relationships focused on your best interest using tailored planning and investment advice to help you aim toward your personal and…”

Source: RevenueBase Database · checked Sep 16, 2026
16Partial evidenceDenver, CO, United StatesHQ checked Sep 16, 202651-2001 contacts →

Partial evidence

“We are pleased to announce the launch of The Cirque Financial Group, a new investment management and financial planning firm.”

Source: RevenueBase Database · checked Sep 16, 2026
17Indirect evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-101 contacts →

Indirect evidence

“Personal Adviser We take pride in knowing each client and take into account all of their financial circumstances.”

Source: RevenueBase Database · checked Sep 16, 2026
18Indirect evidenceDenver, CO, United StatesHQ checked Sep 16, 20261-101 contacts →

Indirect evidence

“Story Makers Investment Advisors is a registered investment advisor (RIA) specializing in providing personalized financial solutions exclusively for Data Scientists, Engineers…”

Source: RevenueBase Database · checked Sep 16, 2026

Showing 18 of 28 algorithmic wealth management companies based in Denver, United States

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Algorithmic wealth management companies based in Denver, United States at a glance

As of Sep 16, 2026
46.3%Verified-email coverage
4.8Average contacts per company
1-10Median size (employees)
642.9%Largest-city concentration · New York
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
21
11-50
5
51-200
1
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than for Denver, so it is reported there. Company counts and contact totals on this page are exact for Denver, over 28 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 algorithmic wealth management companies, 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 Denver, United States whose own description of what they do matches “algorithmic wealth management companies”. 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 algorithmic wealth management companies), 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 algorithmic wealth management companies, and records with no verified work email. Companies headquartered outside Denver 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, 62 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 16, 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 algorithmic wealth management companies, 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 algorithmic wealth management companies are there based in Denver, United States?

RevenueBase identified 28 algorithmic wealth management companies headquartered in Denver, 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?

Triumph Capital Management, headquartered in Denver, tops this list with the largest team on record.

Which city has the most algorithmic wealth management companies?

New York leads with 180 headquartered companies, followed by San Francisco (93) and Chicago (53).

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 62 verified decision-maker contacts tracked across these 28 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 16, 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.