Company lists · Data refreshed November 2026
Top 25 Financial therapy providers worldwide
RevenueBase identified 278 company matches for financial therapy providers worldwide as of November 2026 and tracks 963 professional contacts across them, including 325 with verified work emails. The United States is the largest market and Charlotte the largest hub.
This list covers company matches for financial therapy providers worldwide, 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 November 6, 2026. Country and city lists for financial therapy providers follow the table.
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.
The 25 largest financial therapy providers worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 406 contacts → | ||||
Exact match “GreenPath is a national nonprofit that supports people's lifelong financial wellness.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 36 contacts → | ||||
Exact match “A Reorganiza nasceu em 2011 com esta grande missão: ajudar as famílias e as pessoas a mudar hábitos e comportamentos para conseguirem ter uma relação saudável com o dinheiro e…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 15 contacts → | ||||
Exact match “Aptus, based in Little Rock, Arkansas, provides flat-fee, advice-only financial planning services for new attending physicians and other early-career professionals across the…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 11 contacts → | ||||
Exact match “Wise Planning's holistic financial planning process helps people make informed financial choices and reach their goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 11 contacts → | ||||
Exact match “We envision a nation where everyone has a place to call home and the ability to achieve their financial dreams.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 10 contacts → | ||||
Exact match “For over 35 years, small business owners, professionals, and retirees, have trusted Kahler Financial Group, a fee-only financial planning firm, to help them make sound financial…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 8 contacts → | ||||
Exact match “We are independent, fee-only fiduciaries offering investment management and financial planning services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 5 contacts → | ||||
Exact match “Specijalizirani smo za financijsko savjetovanje građana u financijskim poteškoćama.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 4 contacts → | ||||
Exact match “The Lean In.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 4 contacts → | ||||
Exact match “Unique financial advisors is a fiduciary financial planning firm located in Holmdel, new jersey serving clients locally, and across the country.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “We provide fee-only financial planning services to urban professionals through an affordable and easy to understand process.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “Fee-Only Financial Planning firm offering comprehensive financial planning solutions with no hidden commissions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “We understand debt, and that even just talking about financial struggles can be intimidating.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “The most important thing about money is having enough to take care of your family.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “Avoir des dettes est étouffant, c'est pourquoi nous avons pour vocation d’aider chacun de nos clients, à (ré)organiser sa situation financière et gérer ses dettes de façon à ce…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “Financial Therapy | Therapy for Men | Couples, Family, and Family Enterprise Therapy” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “Alaphia Financial Wellness is a holistic financial wellness service designed with the complex financial and emotional needs of Millennial and GenX professionals in mind.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “We do two things better than anyone else in the world: Provide wealthy business owners with Financial Therapy tools to overcome the problems money can’t fix.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “I provide financial consulting services to individuals and families with limited time, interest, or experience in dealing with financial matters.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “Wise Financial Counsel is a fee-only financial services firm that specializes in helping families and individuals achieve their financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “Our Mission at Arise Financial Coaching is to help professional women, couples, & small business owners eliminate financial stress and anxiety through 1:1 & group money coaching.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “Spend Wisely.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “Next Gen Financial Planning is a fee-only financial planning firm in San Diego for active young professionals in their 20's - 40's who want to learn how to use money as a tool to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “Helping entrepreneurs and millennials build lasting, healthy relationships with money through 1:1 Financial Therapy and Money Reiki sessions and group talks for companies.” Recorded in the RevenueBase company graph · Nov 6, 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 “financial therapy 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 278 financial therapy providers worldwide
See the full list, filter by size, metro and specialty, and access 325 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial therapy providers worldwide at a glance
As of Nov 6, 2026Companies by employee count
Email recency is reported on each country list linked below.
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.
- Coverage
- Every country. Country and city lists for financial therapy providers are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “financial therapy 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. 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 325 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 November 6, 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.
Financial therapy providers by location
1 lists · largest firstEvery Financial therapy providers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
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 “financial therapy providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial therapy providers are there worldwide?
RevenueBase identified 278 company matches for financial therapy providers worldwide as of November 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?
Greenpath Financial Wellness tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most financial therapy providers?
The United States leads with 140 companies. Every financial therapy providers list by country and city is linked on this page.
Which city has the most financial therapy providers?
Charlotte leads with 4 company records, followed by New York (4) and Toronto (4).
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 325 professional contacts with verified work emails tracked across these 278 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 278 financial therapy providers worldwide. Start with a free account, no credit card.
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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.
More company lists
Company intelligence · public preview
Top 25 financial therapy providers worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 278 matching company records for financial therapy providers worldwide, with 963 tracked contacts and 325 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial therapy providers worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: Farmington Hills, MI, United StatesReported employees: 201-500 | Farmington Hills, MI, United States | 201-500 | Exact match | 406 contacts → |
“GreenPath is a national nonprofit that supports people's lifelong financial wellness.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 36 contacts → |
“A Reorganiza nasceu em 2011 com esta grande missão: ajudar as famílias e as pessoas a mudar hábitos e comportamentos para conseguirem ter uma relação saudável com o dinheiro e…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Little Rock, AR, United StatesReported employees: 11-50 | Little Rock, AR, United States | 11-50 | Exact match | 15 contacts → |
“Aptus, based in Little Rock, Arkansas, provides flat-fee, advice-only financial planning services for new attending physicians and other early-career professionals across the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 11 contacts → |
“Wise Planning's holistic financial planning process helps people make informed financial choices and reach their goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Farmington Hills, MI, United StatesReported employees: 11-50 | Farmington Hills, MI, United States | 11-50 | Exact match | 11 contacts → |
“We envision a nation where everyone has a place to call home and the ability to achieve their financial dreams.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Rapid City, SD, United StatesReported employees: 1-10 | Rapid City, SD, United States | 1-10 | Exact match | 10 contacts → |
“For over 35 years, small business owners, professionals, and retirees, have trusted Kahler Financial Group, a fee-only financial planning firm, to help them make sound financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Jacksonville, FL, United StatesReported employees: 1-10 | Jacksonville, FL, United States | 1-10 | Exact match | 8 contacts → |
“We are independent, fee-only fiduciaries offering investment management and financial planning services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Zagreb, CroatiaReported employees: 11-50 | Zagreb, Croatia | 11-50 | Exact match | 5 contacts → |
“Specijalizirani smo za financijsko savjetovanje građana u financijskim poteškoćama.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: United StatesReported employees: 1-10 | United States | 1-10 | Exact match | 4 contacts → |
“The Lean In.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Holmdel, NJ, United StatesReported employees: 1-10 | Holmdel, NJ, United States | 1-10 | Exact match | 4 contacts → |
“Unique financial advisors is a fiduciary financial planning firm located in Holmdel, new jersey serving clients locally, and across the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 4 contacts → |
“We provide fee-only financial planning services to urban professionals through an affordable and easy to understand process.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Middleton, WI, United StatesReported employees: 1-10 | Middleton, WI, United States | 1-10 | Exact match | 4 contacts → |
“Fee-Only Financial Planning firm offering comprehensive financial planning solutions with no hidden commissions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Brandon, MB, CanadaReported employees: 1-10 | Brandon, MB, Canada | 1-10 | Exact match | 3 contacts → |
“We understand debt, and that even just talking about financial struggles can be intimidating.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Eugene, OR, United StatesReported employees: 1-10 | Eugene, OR, United States | 1-10 | Exact match | 3 contacts → |
“The most important thing about money is having enough to take care of your family.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Payerne, SwitzerlandReported employees: 1-10 | Payerne, Switzerland | 1-10 | Exact match | 3 contacts → |
“Avoir des dettes est étouffant, c'est pourquoi nous avons pour vocation d’aider chacun de nos clients, à (ré)organiser sa situation financière et gérer ses dettes de façon à ce…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Kansas City, MO, United StatesReported employees: 1-10 | Kansas City, MO, United States | 1-10 | Exact match | 3 contacts → |
“Financial Therapy | Therapy for Men | Couples, Family, and Family Enterprise Therapy” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: New Westminster, BC, CanadaReported employees: 1-10 | New Westminster, BC, Canada | 1-10 | Exact match | 3 contacts → |
“Alaphia Financial Wellness is a holistic financial wellness service designed with the complex financial and emotional needs of Millennial and GenX professionals in mind.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Las Vegas, NV, United StatesReported employees: 1-10 | Las Vegas, NV, United States | 1-10 | Exact match | 3 contacts → |
“We do two things better than anyone else in the world: Provide wealthy business owners with Financial Therapy tools to overcome the problems money can’t fix.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Dallas, United StatesReported employees: 1-10 | Dallas, United States | 1-10 | Exact match | 3 contacts → |
“I provide financial consulting services to individuals and families with limited time, interest, or experience in dealing with financial matters.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Fort Washington, MD, United StatesReported employees: 1-10 | Fort Washington, MD, United States | 1-10 | Exact match | 3 contacts → |
“Wise Financial Counsel is a fee-only financial services firm that specializes in helping families and individuals achieve their financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Aurora, CO, United StatesReported employees: 1-10 | Aurora, CO, United States | 1-10 | Exact match | 3 contacts → |
“Our Mission at Arise Financial Coaching is to help professional women, couples, & small business owners eliminate financial stress and anxiety through 1:1 & group money coaching.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Spend Wisely.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Bucharest, RomaniaReported employees: 1-10 | Bucharest, Romania | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 | HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Next Gen Financial Planning is a fee-only financial planning firm in San Diego for active young professionals in their 20's - 40's who want to learn how to use money as a tool to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 2 contacts → |
“Helping entrepreneurs and millennials build lasting, healthy relationships with money through 1:1 Financial Therapy and Money Reiki sessions and group talks for companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 278 company matches
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Financial therapy providers: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
277 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 278 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial therapy providers by location
1 lists · largest firstEvery Financial therapy providers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for financial therapy providers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial therapy providers did RevenueBase find worldwide?
The saved snapshot records 278 matching company records, 963 tracked contacts and 325 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 financial therapy providers worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/financial-therapy-providers.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 financial therapy providers worldwide
RevenueBase records 278 matching company records for financial therapy providers worldwide, with 963 tracked contacts and 325 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial therapy providers worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: Farmington Hills, MI, United StatesReported employees: 201-500 | Farmington Hills, MI, United States | 201-500 | Exact match | 406 contacts → |
“GreenPath is a national nonprofit that supports people's lifelong financial wellness.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 36 contacts → |
“A Reorganiza nasceu em 2011 com esta grande missão: ajudar as famílias e as pessoas a mudar hábitos e comportamentos para conseguirem ter uma relação saudável com o dinheiro e…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Little Rock, AR, United StatesReported employees: 11-50 | Little Rock, AR, United States | 11-50 | Exact match | 15 contacts → |
“Aptus, based in Little Rock, Arkansas, provides flat-fee, advice-only financial planning services for new attending physicians and other early-career professionals across the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 11 contacts → |
“Wise Planning's holistic financial planning process helps people make informed financial choices and reach their goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Farmington Hills, MI, United StatesReported employees: 11-50 | Farmington Hills, MI, United States | 11-50 | Exact match | 11 contacts → |
“We envision a nation where everyone has a place to call home and the ability to achieve their financial dreams.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Rapid City, SD, United StatesReported employees: 1-10 | Rapid City, SD, United States | 1-10 | Exact match | 10 contacts → |
“For over 35 years, small business owners, professionals, and retirees, have trusted Kahler Financial Group, a fee-only financial planning firm, to help them make sound financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Jacksonville, FL, United StatesReported employees: 1-10 | Jacksonville, FL, United States | 1-10 | Exact match | 8 contacts → |
“We are independent, fee-only fiduciaries offering investment management and financial planning services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Zagreb, CroatiaReported employees: 11-50 | Zagreb, Croatia | 11-50 | Exact match | 5 contacts → |
“Specijalizirani smo za financijsko savjetovanje građana u financijskim poteškoćama.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: United StatesReported employees: 1-10 | United States | 1-10 | Exact match | 4 contacts → |
“The Lean In.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Holmdel, NJ, United StatesReported employees: 1-10 | Holmdel, NJ, United States | 1-10 | Exact match | 4 contacts → |
“Unique financial advisors is a fiduciary financial planning firm located in Holmdel, new jersey serving clients locally, and across the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 4 contacts → |
“We provide fee-only financial planning services to urban professionals through an affordable and easy to understand process.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Middleton, WI, United StatesReported employees: 1-10 | Middleton, WI, United States | 1-10 | Exact match | 4 contacts → |
“Fee-Only Financial Planning firm offering comprehensive financial planning solutions with no hidden commissions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Brandon, MB, CanadaReported employees: 1-10 | Brandon, MB, Canada | 1-10 | Exact match | 3 contacts → |
“We understand debt, and that even just talking about financial struggles can be intimidating.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Eugene, OR, United StatesReported employees: 1-10 | Eugene, OR, United States | 1-10 | Exact match | 3 contacts → |
“The most important thing about money is having enough to take care of your family.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Payerne, SwitzerlandReported employees: 1-10 | Payerne, Switzerland | 1-10 | Exact match | 3 contacts → |
“Avoir des dettes est étouffant, c'est pourquoi nous avons pour vocation d’aider chacun de nos clients, à (ré)organiser sa situation financière et gérer ses dettes de façon à ce…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Kansas City, MO, United StatesReported employees: 1-10 | Kansas City, MO, United States | 1-10 | Exact match | 3 contacts → |
“Financial Therapy | Therapy for Men | Couples, Family, and Family Enterprise Therapy” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: New Westminster, BC, CanadaReported employees: 1-10 | New Westminster, BC, Canada | 1-10 | Exact match | 3 contacts → |
“Alaphia Financial Wellness is a holistic financial wellness service designed with the complex financial and emotional needs of Millennial and GenX professionals in mind.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Las Vegas, NV, United StatesReported employees: 1-10 | Las Vegas, NV, United States | 1-10 | Exact match | 3 contacts → |
“We do two things better than anyone else in the world: Provide wealthy business owners with Financial Therapy tools to overcome the problems money can’t fix.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Dallas, United StatesReported employees: 1-10 | Dallas, United States | 1-10 | Exact match | 3 contacts → |
“I provide financial consulting services to individuals and families with limited time, interest, or experience in dealing with financial matters.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Fort Washington, MD, United StatesReported employees: 1-10 | Fort Washington, MD, United States | 1-10 | Exact match | 3 contacts → |
“Wise Financial Counsel is a fee-only financial services firm that specializes in helping families and individuals achieve their financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Aurora, CO, United StatesReported employees: 1-10 | Aurora, CO, United States | 1-10 | Exact match | 3 contacts → |
“Our Mission at Arise Financial Coaching is to help professional women, couples, & small business owners eliminate financial stress and anxiety through 1:1 & group money coaching.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Spend Wisely.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Bucharest, RomaniaReported employees: 1-10 | Bucharest, Romania | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 | HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Next Gen Financial Planning is a fee-only financial planning firm in San Diego for active young professionals in their 20's - 40's who want to learn how to use money as a tool to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 2 contacts → |
“Helping entrepreneurs and millennials build lasting, healthy relationships with money through 1:1 Financial Therapy and Money Reiki sessions and group talks for companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 278 company matches
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Financial therapy providers: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
277 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 278 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
Publisher-reported method study
The published RevenueBase SmartSearch benchmark
86% good or better at Exact
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. It reports 86% of Exact matches judged good or better, and 77% for a 240-pair sample of one- or two-word categories. This evaluates the method across study queries rather than auditing this individual list.
Read the study and full methodology ↗RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial therapy providers by location
1 lists · largest firstEvery Financial therapy providers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for financial therapy providers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial therapy providers did RevenueBase find worldwide?
The saved snapshot records 278 matching company records, 963 tracked contacts and 325 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 financial therapy providers worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/financial-therapy-providers.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗