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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
278Companies
963Contacts tracked
325Verified emails
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The 25 largest financial therapy providers worldwide

Ranked by team size
Top 25 of 278 company matches for financial therapy providers worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchFarmington Hills, MI, United StatesHQ recorded Nov 6, 2026201-500406 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
2Exact matchLisbon, PortugalHQ recorded Nov 6, 202611-5036 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
3Exact matchLittle Rock, AR, United StatesHQ recorded Nov 6, 202611-5015 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
4Exact matchSeattle, WA, United StatesHQ recorded Nov 6, 20261-1011 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
5Exact matchFarmington Hills, MI, United StatesHQ recorded Nov 6, 202611-5011 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
6Exact matchRapid City, SD, United StatesHQ recorded Nov 6, 20261-1010 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
7Exact matchJacksonville, FL, United StatesHQ recorded Nov 6, 20261-108 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
8Exact matchZagreb, CroatiaHQ recorded Nov 6, 202611-505 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
9Exact matchUnited StatesHQ recorded Nov 6, 20261-104 contacts →

Exact match

“The Lean In.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchHolmdel, NJ, United StatesHQ recorded Nov 6, 20261-104 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
11Exact matchNew York, NY, United StatesHQ recorded Nov 6, 20261-104 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
12Exact matchMiddleton, WI, United StatesHQ recorded Nov 6, 20261-104 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
13Exact matchBrandon, MB, CanadaHQ recorded Nov 6, 20261-103 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
14Exact matchEugene, OR, United StatesHQ recorded Nov 6, 20261-103 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
15Exact matchPayerne, SwitzerlandHQ recorded Nov 6, 20261-103 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
16Exact matchKansas City, MO, United StatesHQ recorded Nov 6, 20261-103 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
17Exact matchNew Westminster, BC, CanadaHQ recorded Nov 6, 20261-103 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
18Exact matchLas Vegas, NV, United StatesHQ recorded Nov 6, 20261-103 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
19Exact matchDallas, United StatesHQ recorded Nov 6, 20261-103 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
20Exact matchFort Washington, MD, United StatesHQ recorded Nov 6, 20261-103 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
21Exact matchAurora, CO, United StatesHQ recorded Nov 6, 20261-103 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
22Exact matchSan Diego, CA, United StatesHQ recorded Nov 6, 20261-102 contacts →

Exact match

“Spend Wisely.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchBucharest, RomaniaHQ recorded Nov 6, 20261-102 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchSan Diego, CA, United StatesHQ recorded Nov 6, 20261-102 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
25Exact matchAustin, TX, United StatesHQ recorded Nov 6, 20261-102 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

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, 2026
33.7%Verified-email coverage
3.5Average contacts per company
1-10Median size (employees)
1.4%Largest-city concentration · Charlotte
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
258
11-50
15
51-200
2
201-500
2

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 first

Every 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.