Company lists · Data refreshed November 2026

Top 22 Concierge wealth services based in Boulder, United States

Name: Concierge wealth services based in Boulder, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 42 companies tracked

RevenueBase identified 42 company matches for concierge wealth services associated with Boulder, United States as of November 2026 and tracks 1,161 professional contacts across them, including 733 with verified work emails. Across the United States, New York is the largest hub for this category (589 companies); Boulder has 42.

This list covers company matches for concierge wealth services associated with Boulder, United States, 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.

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

42Companies

1,161Contacts tracked

733Verified emails

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The 22 largest concierge wealth services based in Boulder, United States

Ranked by team size

Top 22 of 42 company matches for concierge wealth services based in Boulder, United States, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	BSW Wealth Partners, A Public Benefit Corporation	Exact match	Boulder, CO, United StatesHQ recorded Nov 6, 2026	n/a	34 contacts →
	Exact match “BSW Wealth Partners was acquired by Sequoia Financial Group on August 31, 2026.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Crestone Capital, LLC	Exact match	Boulder, CO, United StatesHQ recorded Nov 6, 2026	51-200	23 contacts →
	Exact match “Crestone Capital is now Pathstone, a client-centric, multi-family office dedicated to serving ultra-high net worth families, single family offices, foundations, and endowments.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Black Swift Group	Exact match	Boulder, CO, United StatesHQ recorded Nov 6, 2026	11-50	15 contacts →
	Exact match “Black Swift is an investment management firm and registered investment advisor headquartered in Boulder, Colorado.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Impact Wealth	Exact match	Boulder, CO, United StatesHQ recorded Nov 6, 2026	11-50	11 contacts →
	Exact match “Help make a lasting impact on your family and community.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Colorado Capital Management	Exact match	Boulder, CO, United StatesHQ recorded Nov 6, 2026	1-10	11 contacts →
	Exact match “Colorado Capital Management Inc.(CCM) is a Boulder based wealth advisor providing independent fee-only financial planning and portfolio management for high net worth investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Gold Medal Waters	Exact match	Boulder, CO, United StatesHQ recorded Nov 6, 2026	1-10	11 contacts →
	Exact match “Gold Medal Waters, Inc.(GMW) is a fee-only financial advisory firm that serves as a trusted counselor to clients with substantial assets, high current income, or high earnings…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	The Wealth Conservancy, INC	Exact match	Boulder, CO, United StatesHQ recorded Nov 6, 2026	1-10	10 contacts →
	Exact match “The Wealth Conservancy’s focus is specific: providing complete financial planning solutions to inheritors of significant wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Welch Financial Planning, LLC	Exact match	Boulder, CO, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “Your financial world is complex.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Harbor Wealth Management	Exact match	Boulder, CO, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “Harbor Wealth Management is an acclaimed independent wealth management firm in Boulder, CO providing investment advising and financial planning services to individuals…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Wealthgate Family Office	Exact match	Boulder, CO, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “Wealthgate Family Office is a boutique multi-family office founded by clients and led by clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Kilterhowling LLC	Exact match	Boulder, CO, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “KilterHowling is an investment advisory firm serving individuals and institutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Bloom Wealth Advisors	Exact match	Boulder, CO, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “Bloom Wealth Advisors is a full service Wealth Management firm working with individuals, families, entrepreneurs and small businesses since 1995.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Bluebird Advisory	Exact match	Boulder, CO, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Plan, prepare and be confident about the future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Generosity Wealth Management	Exact match	Boulder, CO, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Generosity Wealth Management empowers clients to live fully by aligning their financial choices with their values, enabling lives of purpose, generosity, and fulfillment.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Flatirons Financial Planning Northwestern Mutual	Exact match	Boulder, CO, United StatesHQ recorded Nov 6, 2026	11-50	4 contacts →
	Exact match “We help people flourish with vision-centered, data-driven, financial planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Silverpeak Wealth	Exact match	Boulder, CO, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “SilverPeak Wealth develops and manages wealth strategies for high-net-worth individuals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Sankala Group LLC	Exact match	Boulder, CO, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “Sankala Group LLC is a registered investment advisory (RIA) firm providing portfolio management services and investment advisory to individuals, families and institutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	QUISH	Exact match	Boulder, CO, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “Providing bespoke and comprehensive wealth management for multi-generational families, foundations, endowments and individuals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Truly Aligned	Exact match	Boulder, CO, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “At Truly Aligned, we go beyond traditional financial services to offer personalized, concierge-level wealth alignment.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Young Global Wealth Strategies	Exact match	Boulder, CO, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Flatirons Wealth Management	Exact match	Boulder, CO, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Flatirons Wealth Management is an independent, fee-only, wealth management firm serving the financial planning and investment management needs of investors on the Front Range of…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Parthenon	Exact match	Boulder, CO, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Parthenon was founded in 2024 with the intent to serve as independent and trusted partners to high net worth individuals and families.” 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 “concierge wealth services”. 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 22 of 42 concierge wealth services based in Boulder, United States

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Concierge wealth services based in Boulder, United States at a glance

As of Nov 6, 2026

63.1%Verified-email coverage

27.6Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole United States list rather than for Boulder, so it is reported there. Company counts and contact totals on this page are exact for Boulder, over 42 companies.

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.
What qualifies: Company records associated with Boulder, United States whose business descriptions match “concierge wealth services” 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. Where headquarters information is recorded, preview rows are also filtered to this page’s location. 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 733 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.

Concierge wealth services by metro in the United States

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 “concierge wealth services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many concierge wealth services are there based in Boulder, United States?

RevenueBase identified 42 company matches for concierge wealth services associated with Boulder, United States 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?

BSW Wealth Partners, A Public Benefit Corporation tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most concierge wealth services?

New York leads the United States with 589 company records, followed by Atlanta (272) and Houston (263). Boulder has 42.

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 733 professional contacts with verified work emails tracked across these 42 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.

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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.