Company lists · Data refreshed September 2026

Top 25 Creator financial services based in the United States

RevenueBase identified 178 creator financial services headquartered in the United States as of September 2026 and tracks 896 professional contacts across them, including 390 with verified work emails. Los Angeles is the largest hub.

This list covers creator financial services headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 16, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 16, 2026 86% judged on-target in blind review
178Companies
896Contacts tracked
390Verified emails
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The 25 largest creator financial services based in the United States

Ranked by team size
Top 25 of 178 creator financial services based in the United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to creator financial services: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceRichmond, VA, United StatesHQ checked Sep 16, 202611-5067 contacts →

Partial evidence

“Cookie Finance specializes in accounting solutions exclusively designed for content creators and social media influencers.”

Source: RevenueBase Database · checked Sep 16, 2026
2Partial evidenceEl Segundo, CA, United StatesHQ checked Sep 16, 202611-5054 contacts →

Partial evidence

“TPC provides multi-faceted solutions for all creators – tailored to specific projects and needs.”

Source: RevenueBase Database · checked Sep 16, 2026
3Indirect evidenceSherman Oaks, CA, United StatesHQ checked Sep 16, 202611-5045 contacts →

Indirect evidence

“At PTD, we are not your typical accounting firm.”

Source: RevenueBase Database · checked Sep 16, 2026
4Indirect evidenceColumbus, OH, United StatesHQ checked Sep 16, 202611-5034 contacts →

Indirect evidence

“Upsourced is accounting for a new sense of agency.”

Source: RevenueBase Database · checked Sep 16, 2026
5Partial evidenceEncino, CA, United StatesHQ checked Sep 16, 202651-20032 contacts →

Partial evidence

“Founded in 1972, our firm has spent over 50 years building a family office that understands what support creative people need to succeed.”

Source: RevenueBase Database · checked Sep 16, 2026
6Partial evidenceNashville, TN, United StatesHQ checked Sep 16, 202611-5027 contacts →

Partial evidence

“FSM is a boutique business management and financial planning firm based in Nashville, TN.”

Source: RevenueBase Database · checked Sep 16, 2026
7Indirect evidenceOklahoma City, OK, United StatesHQ checked Sep 16, 202611-5027 contacts →

Indirect evidence

“Who is CORE Group?”

Source: RevenueBase Database · checked Sep 16, 2026
8Strong evidenceBrooklyn, United StatesHQ checked Sep 16, 202611-5022 contacts →

Strong evidence

“Brooklyn Fi is a full-service financial planning, tax, and investment firm specializing in tech professionals and creatives on the path to financial independence.”

Source: RevenueBase Database · checked Sep 16, 2026
9Indirect evidenceLibertyville, IL, United StatesHQ checked Sep 16, 202611-5017 contacts →

Indirect evidence

“Passion is what sets us apart.”

Source: RevenueBase Database · checked Sep 16, 2026
10Indirect evidenceFrederick, MD, United StatesHQ checked Sep 16, 202611-5016 contacts →

Indirect evidence

“Journey to Well Done™ starts now.”

Source: RevenueBase Database · checked Sep 16, 2026
11Partial evidencePlantation, FL, United StatesHQ checked Sep 16, 202611-5013 contacts →

Partial evidence

“Rosenbaum Sobel Weinrub & Burns (RSWB), based in Plantation, is a boutique tax advisory and accounting firm serving high-net-worth individuals, entrepreneurs, and content creators.”

Source: RevenueBase Database · checked Sep 16, 2026
12Partial evidenceLees Summit, MO, United StatesHQ checked Sep 16, 202611-5012 contacts →

Partial evidence

“While helping you customized financial program, we will walk you through a step-by-step process that can help you make confident decisions.”

Source: RevenueBase Database · checked Sep 16, 2026
13Indirect evidenceEncino, CA, United StatesHQ checked Sep 16, 202611-5010 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026
14Indirect evidenceBeverly Hills, CA, United StatesHQ checked Sep 16, 20261-1010 contacts →

Indirect evidence

“At Mesia Group, we offer a complete customized business management service to all levels of entertainers and entrepreneurs.”

Source: RevenueBase Database · checked Sep 16, 2026
15Partial evidenceChicago, IL, United StatesHQ checked Sep 16, 202611-509 contacts →

Partial evidence

“We provide financial planning and wealth management services to entrepreneurs, executives, and decision makers across the country.”

Source: RevenueBase Database · checked Sep 16, 2026
16Indirect evidenceBeverly Hills, CA, United StatesHQ checked Sep 16, 202611-508 contacts →

Indirect evidence

“Gordon and Associates, An Accountancy Corporation is a full-service accounting and business management firm.”

Source: RevenueBase Database · checked Sep 16, 2026
17Partial evidenceArnold, MD, United StatesHQ checked Sep 16, 20261-108 contacts →

Partial evidence

“Emerald Financial Partners believes you should have a trusted partner, on call, to support you through the financial decisions that impact your life, your family, and your…”

Source: RevenueBase Database · checked Sep 16, 2026
18Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 16, 20261-107 contacts →

Indirect evidence

“Accounting for Startups and Business Management Headquartered in Los Angeles, Alajian Group is disrupting the traditional accounting paradox - there is more than just taxes.”

Source: RevenueBase Database · checked Sep 16, 2026
19Partial evidenceMiddlebury, VT, United StatesHQ checked Sep 16, 202611-506 contacts →

Partial evidence

“We believe that everyone who needs help with financial planning, investment management, taxes and/or business accounting deserves a service provider they know and can trust.”

Source: RevenueBase Database · checked Sep 16, 2026
20Partial evidenceDripping Springs, TX, United StatesHQ checked Sep 16, 20261-106 contacts →

Partial evidence

“Susan Curran Financial provides high quality, comprehensive, and forward thinking financial services to local clients in Dripping Springs and to Texas clients through our Online…”

Source: RevenueBase Database · checked Sep 16, 2026
21Indirect evidenceMount Pleasant, SC, United StatesHQ checked Sep 16, 20261-106 contacts →

Indirect evidence

“Breakaway from the status quo.”

Source: RevenueBase Database · checked Sep 16, 2026
22Indirect evidenceTempe, AZ, United StatesHQ checked Sep 16, 20261-106 contacts →

Indirect evidence

“The demands of everyday life often leave many working tirelessly for a paycheck, but lacking the time to prioritize spending, saving, debt payoff, and investing for the future.”

Source: RevenueBase Database · checked Sep 16, 2026
23Partial evidenceGreenwood Village, CO, United StatesHQ checked Sep 16, 20261-106 contacts →

Partial evidence

“We’re Seed Money Consulting, an independent, fee-based, financial services company.”

Source: RevenueBase Database · checked Sep 16, 2026
24Partial evidenceAtlanta, GA, United StatesHQ checked Sep 16, 20261-106 contacts →

Partial evidence

“The Crystal Solution Group is a boutique accounting and bookkeeping firm specializing in financial services for the entertainment industry.”

Source: RevenueBase Database · checked Sep 16, 2026
25Indirect evidenceOklahoma City, OK, United StatesHQ checked Sep 16, 20261-105 contacts →

Indirect evidence

“Numbers are hard.”

Source: RevenueBase Database · checked Sep 16, 2026

Showing 25 of 178 creator financial services based in the United States

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Creator financial services based in the United States at a glance

As of Sep 16, 2026
43.5%Verified-email coverage
5.0Average contacts per company
1-10Median size (employees)
9.6%Largest-city concentration · Los Angeles
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
140
11-50
34
51-200
4

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 178 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among creator financial services, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in the United States whose own description of what they do matches “creator financial services”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names creator financial services), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among creator financial services, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 390 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 16, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names creator financial services, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many creator financial services are there based in the United States?

RevenueBase identified 178 creator financial services headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Cookie Finance, headquartered in Richmond, tops this list with the largest team on record.

Which city has the most creator financial services?

Los Angeles leads with 17 headquartered companies, followed by New York (16) and Atlanta (6).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 390 verified decision-maker contacts tracked across these 178 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 16, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.