Company lists · Data refreshed November 2026

Top 25 Concierge wealth services based in Madison, United States

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

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 64 companies tracked

RevenueBase identified 64 company matches for concierge wealth services associated with Madison, United States as of November 2026 and tracks 462 professional contacts across them, including 229 with verified work emails. Across the United States, New York is the largest hub for this category (589 companies); Madison has 64.

This list covers company matches for concierge wealth services associated with Madison, 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

64Companies

462Contacts tracked

229Verified emails

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The 25 largest concierge wealth services based in Madison, United States

Ranked by team size

Top 25 of 64 company matches for concierge wealth services based in Madison, 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	Principle Wealth	Exact match	Madison, CT, United StatesHQ recorded Nov 6, 2026	11-50	31 contacts →
	Exact match “Principle Wealth is an independent registered investment advisory firm located in Madison and Westport, Connecticut.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Goldstein Advisors	Exact match	Madison, WI, United StatesHQ recorded Nov 6, 2026	11-50	21 contacts →
	Exact match “Goldstein Advisors has assembled a team of financial planners that have the expertise and experience for all your financial planning needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Isthmus Partners, LLC	Exact match	Madison, WI, United StatesHQ recorded Nov 6, 2026	11-50	19 contacts →
	Exact match “Isthmus Partners serves individuals and families; institutions; and financial advisors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Atlatl Advisers	Exact match	Madison, WI, United StatesHQ recorded Nov 6, 2026	11-50	12 contacts →
	Exact match “Atlatl Advisers is a registered investment adviser and wealth management firm with the skills and experience to help you reach your financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Pinnacle Trust	Exact match	Madison, MS, United StatesHQ recorded Nov 6, 2026	11-50	10 contacts →
	Exact match “Pinnacle Trust offers integrated financial solutions in four primary areas: Asset Management, Financial Planning, Trust Services and Corporate Retirement Plans – all designed to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Sound Financial Strategies Group	Exact match	Madison, MS, United StatesHQ recorded Nov 6, 2026	11-50	10 contacts →
	Exact match “Sound Financial Strategies, we are a financial advisory and money management firm dedicated to helping our clients make the connection between a life of hard work and the…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Premier Path Wealth Partners	Exact match	Madison, NJ, United StatesHQ recorded Nov 6, 2026	1-10	9 contacts →
	Exact match “As an independent registered investment adviser, we provide our clients with the creative and effective solutions needed to address today’s complex wealth management challenges.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Atlas Wealth Advisers	Exact match	Madison, WI, United StatesHQ recorded Nov 6, 2026	11-50	8 contacts →
	Exact match “At Atlas Wealth Advisers, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or twenty five years away.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Enrich Financial Partners LLC	Exact match	Madison, WI, United StatesHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “The only constant in life is change.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Madison & Main Advisors, LLC	Exact match	Madison, NJ, United StatesHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “We take a holistic approach to financial planning putting our fiduciary responsibility paramount in our relationship.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	CLF Asset Management	Exact match	Madison, WI, United StatesHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “CLF Asset Management is an independent financial services firm based in Madison, Wisconsin.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	LBW Wealth Management	Exact match	Madison, WI, United StatesHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “We’re Offering a New Take On Financial Excellence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Investor's Resource	Exact match	Madison, AL, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “We are a comprehensive wealth management team of experienced advisors who strive to earn our clients' trust for life’s most important decisions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Vantage Point Private Wealth	Exact match	Madison, WI, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “When you put your financial life in the hands of a knowledgeable, experienced guide, you may give yourself the freedom to focus on what you love.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Park Capital Management	Exact match	Madison, WI, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “At Park Capital Management we focus on planning for your future and insuring for the unexpected.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Shepherd Financial Advisors	Exact match	Madison, WI, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “We are independent financial advisors based in Madison, WI.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Cultivate Wealth	Exact match	Madison, WI, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Welcome to Cultivate Wealth!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Mendota Financial Group	Exact match	Madison, WI, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Mendota Financial Group provides comprehensive wealth management services to affluent individuals, business owners, professionals, university faculty, retirees and their families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Madison Financial Planning	Exact match	Madison, CT, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “For more than 30 years we have been providing our clients with sophisticated financial planning counsel, unbiased asset management, investment accountability, and personalized…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Abridge Partners	Exact match	Madison, MS, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “We are an independent wealth management firm focused on serving families of substantial means who wish to maintain a long term relationship with a firm committed to simplifying…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	American Investment Advisors, INC	Exact match	Madison, WI, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Wisco Investment Management LLC	Exact match	Madison, WI, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “Wisco is a Registered Investment Advisor (RIA) located in Madison, WI.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Ellis Wealth Advisors, LLC	Exact match	Madison, AL, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “Whether you’re in need of individual financial counsel or robust institutional strategies, we’ve built our business to address the varied needs of our diverse clientele.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Tota Vita Financial Associates	Exact match	Madison, WI, United StatesHQ recorded Nov 6, 2026	51-200	2 contacts →
	Exact match “At Tota Vita Financial Associates, our strategies take everything into consideration.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Canary Wealth Strategies Financial & Investment Management Advisor Representatives	Exact match	Madison, WI, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Welcome to a brighter financial outlook.” 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 25 of 64 concierge wealth services based in Madison, United States

See the full list, filter by size, metro and specialty, and access 229 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Nov 6, 2026

49.6%Verified-email coverage

7.2Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Madison, so it is reported there. Company counts and contact totals on this page are exact for Madison, over 64 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 Madison, 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 229 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 Madison, United States?

RevenueBase identified 64 company matches for concierge wealth services associated with Madison, 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?

Principle Wealth 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). Madison has 64.

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 229 professional contacts with verified work emails tracked across these 64 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.