Company lists · Data refreshed September 2026
Top 25 Creator financial services based in the United States
RevenueBase identified 178 company matches for creator financial services associated with the United States as of September 2026 and tracks 896 professional contacts across them, including 390 with verified work emails. New York is the largest hub.
This list covers company matches for creator financial services associated with the 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 September 16, 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.
The 25 largest creator financial services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 67 contacts → | ||||
Exact match “Cookie Finance specializes in accounting solutions exclusively designed for content creators and social media influencers.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 2 | 54 contacts → | ||||
Exact match “TPC provides multi-faceted solutions for all creators – tailored to specific projects and needs.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 3 | 45 contacts → | ||||
Exact match “At PTD, we are not your typical accounting firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 4 | 34 contacts → | ||||
Exact match “Upsourced is accounting for a new sense of agency.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 5 | 32 contacts → | ||||
Exact match “Founded in 1972, our firm has spent over 50 years building a family office that understands what support creative people need to succeed.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 6 | 27 contacts → | ||||
Exact match “FSM is a boutique business management and financial planning firm based in Nashville, TN.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 7 | 27 contacts → | ||||
Exact match “Who is CORE Group?” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 8 | 22 contacts → | ||||
Exact match “Brooklyn Fi is a full-service financial planning, tax, and investment firm specializing in tech professionals and creatives on the path to financial independence.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 9 | 17 contacts → | ||||
Exact match “Passion is what sets us apart.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 10 | 16 contacts → | ||||
Exact match “Journey to Well Done™ starts now.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 11 | 13 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 12 | 12 contacts → | ||||
Exact match “While helping you customized financial program, we will walk you through a step-by-step process that can help you make confident decisions.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 13 | 10 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 14 | 10 contacts → | ||||
Exact match “At Mesia Group, we offer a complete customized business management service to all levels of entertainers and entrepreneurs.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 15 | 9 contacts → | ||||
Exact match “We provide financial planning and wealth management services to entrepreneurs, executives, and decision makers across the country.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “Gordon and Associates, An Accountancy Corporation is a full-service accounting and business management firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “Accounting for Startups and Business Management Headquartered in Los Angeles, Alajian Group is disrupting the traditional accounting paradox - there is more than just taxes.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “Breakaway from the status quo.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “We’re Seed Money Consulting, an independent, fee-based, financial services company.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 24 | 6 contacts → | ||||
Exact match “The Crystal Solution Group is a boutique accounting and bookkeeping firm specializing in financial services for the entertainment industry.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “Numbers are hard.” Recorded in the RevenueBase company graph · Sep 16, 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 “creator financial 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 178 creator financial services based in the United States
See the full list, filter by size, metro and specialty, and access 390 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Creator financial services based in the United States at a glance
As of Sep 16, 2026Companies by employee count
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
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 the United States whose business descriptions match “creator financial 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 390 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 September 16, 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.
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 “creator financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many creator financial services are there based in the United States?
RevenueBase identified 178 company matches for creator financial services associated with the United States as of September 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?
Cookie Finance tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most creator financial services?
New York leads with 18 company records, followed by Los Angeles (17) and Atlanta (6).
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 390 professional contacts with verified work emails tracked across these 178 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 September 16, 2026.
Ready to reach these companies? Verified emails and direct dials for all 178 creator financial services based in the United States. 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.
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Company intelligence · public preview
Top 25 creator financial services based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 178 matching company records for creator financial services based in the United States, with 896 tracked contacts and 390 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: September 16, 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 creator financial services based in the United States
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 |  Cookie Financecookiefinance.coHQ: Richmond, VA, United StatesReported employees: 11-50 | Richmond, VA, United States | 11-50 | Exact match | 67 contacts → |
“Cookie Finance specializes in accounting solutions exclusively designed for content creators and social media influencers.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | TPCtpc.us HQ: El Segundo, CA, United StatesReported employees: 11-50 | El Segundo, CA, United States | 11-50 | Exact match | 54 contacts → |
“TPC provides multi-faceted solutions for all creators – tailored to specific projects and needs.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  PTD Business Management, LLPptdllp.comHQ: Sherman Oaks, CA, United StatesReported employees: 11-50 | Sherman Oaks, CA, United States | 11-50 | Exact match | 45 contacts → |
“At PTD, we are not your typical accounting firm.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Upsourcedupsourcedaccounting.comHQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 34 contacts → |
“Upsourced is accounting for a new sense of agency.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Singer Burkesingerburke.comHQ: Encino, CA, United StatesReported employees: 51-200 | Encino, CA, United States | 51-200 | Exact match | 32 contacts → |
“Founded in 1972, our firm has spent over 50 years building a family office that understands what support creative people need to succeed.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Farris, Self & Moore, LLCfsmnash.com HQ: Nashville, TN, United StatesReported employees: 11-50 | Nashville, TN, United States | 11-50 | Exact match | 27 contacts → |
“FSM is a boutique business management and financial planning firm based in Nashville, TN.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Core Groupcoregroupus.comHQ: Oklahoma City, OK, United StatesReported employees: 11-50 | Oklahoma City, OK, United States | 11-50 | Exact match | 27 contacts → |
“Who is CORE Group?” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Brooklyn FIbrooklynfi.com HQ: Brooklyn, United StatesReported employees: 11-50 | Brooklyn, United States | 11-50 | Exact match | 22 contacts → |
“Brooklyn Fi is a full-service financial planning, tax, and investment firm specializing in tech professionals and creatives on the path to financial independence.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | The Tranel Financial Groupthetranelfinancialgroup.com HQ: Libertyville, IL, United StatesReported employees: 11-50 | Libertyville, IL, United States | 11-50 | Exact match | 17 contacts → |
“Passion is what sets us apart.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Turning Point Financialtpfinancial.comHQ: Frederick, MD, United StatesReported employees: 11-50 | Frederick, MD, United States | 11-50 | Exact match | 16 contacts → |
“Journey to Well Done™ starts now.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Rosenbaum Sobel Weinrub Burns LLCrswbcpa.com HQ: Plantation, FL, United StatesReported employees: 11-50 | Plantation, FL, United States | 11-50 | Exact match | 13 contacts → |
“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.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Summit Pointe Financialsptfg.com HQ: Lees Summit, MO, United StatesReported employees: 11-50 | Lees Summit, MO, United States | 11-50 | Exact match | 12 contacts → |
“While helping you customized financial program, we will walk you through a step-by-step process that can help you make confident decisions.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | R.C. Baral & Company, INCrcbaral.com HQ: Encino, CA, United StatesReported employees: 11-50 | Encino, CA, United States | 11-50 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 |  Mesia Group, P.Amesiagroup.comHQ: Beverly Hills, CA, United StatesReported employees: 1-10 | Beverly Hills, CA, United States | 1-10 | Exact match | 10 contacts → |
“At Mesia Group, we offer a complete customized business management service to all levels of entertainers and entrepreneurs.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Catalyst Planning Partnerscatalyst.nm.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 9 contacts → |
“We provide financial planning and wealth management services to entrepreneurs, executives, and decision makers across the country.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Gordon & Associates, An Accountancy Corporationgordonandassociates.bizHQ: Beverly Hills, CA, United StatesReported employees: 11-50 | Beverly Hills, CA, United States | 11-50 | Exact match | 8 contacts → |
“Gordon and Associates, An Accountancy Corporation is a full-service accounting and business management firm.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Emerald Financial Partnersemeraldfinancialpartners.com HQ: Arnold, MD, United StatesReported employees: 1-10 | Arnold, MD, United States | 1-10 | Exact match | 8 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Alajian Groupalajiangroup.comHQ: Los Angeles, CA, United StatesReported employees: 1-10 | Los Angeles, CA, United States | 1-10 | Exact match | 7 contacts → |
“Accounting for Startups and Business Management Headquartered in Los Angeles, Alajian Group is disrupting the traditional accounting paradox - there is more than just taxes.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Marble Trail Financialmarbletrail.com HQ: Middlebury, VT, United StatesReported employees: 11-50 | Middlebury, VT, United States | 11-50 | Exact match | 6 contacts → |
“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.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Susan Curran Financial, LLCsusancurranfinancial.com HQ: Dripping Springs, TX, United StatesReported employees: 1-10 | Dripping Springs, TX, United States | 1-10 | Exact match | 6 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Breakaway Financial Group LLCbreakawayfinancialgroup.comHQ: Mount Pleasant, SC, United StatesReported employees: 1-10 | Mount Pleasant, SC, United States | 1-10 | Exact match | 6 contacts → |
“Breakaway from the status quo.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Capital Strategies Group, LLCcsgplanners.com HQ: Tempe, AZ, United StatesReported employees: 1-10 | Tempe, AZ, United States | 1-10 | Exact match | 6 contacts → |
“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.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Seed Money Consultingseedmoneyconsulting.comHQ: Greenwood Village, CO, United StatesReported employees: 1-10 | Greenwood Village, CO, United States | 1-10 | Exact match | 6 contacts → |
“We’re Seed Money Consulting, an independent, fee-based, financial services company.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  The Crystal Solution Group LLCthecrystalsolution.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 6 contacts → |
“The Crystal Solution Group is a boutique accounting and bookkeeping firm specializing in financial services for the entertainment industry.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Vivid Numbers, Pllcvividnumbers.comHQ: Oklahoma City, OK, United StatesReported employees: 1-10 | Oklahoma City, OK, United States | 1-10 | Exact match | 5 contacts → |
“Numbers are hard.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 178 company matches
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Creator financial services: dataset insights
September 16, 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
178 records in the displayed employee bands.
0 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 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 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: September 16, 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 ↗
Questions about this company list
What does Exact match mean for creator financial services?
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 creator financial services did RevenueBase find based in the United States?
The saved snapshot records 178 matching company records, 896 tracked contacts and 390 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: September 16, 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.
Related lists
Cite this list
RevenueBase Data Team. Top 25 creator financial services based in the United States. Snapshot: September 16, 2026. https://revenuebase.ai/companies/creator-financial-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
- Real estate companies based in the United States
Company intelligence · public preview
Top 25 creator financial services based in the United States
RevenueBase records 178 matching company records for creator financial services based in the United States, with 896 tracked contacts and 390 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: September 16, 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 creator financial services based in the United States
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 | Cookie Financecookiefinance.co HQ: Richmond, VA, United StatesReported employees: 11-50 | Richmond, VA, United States | 11-50 | Exact match | 67 contacts → |
“Cookie Finance specializes in accounting solutions exclusively designed for content creators and social media influencers.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | TPCtpc.us HQ: El Segundo, CA, United StatesReported employees: 11-50 | El Segundo, CA, United States | 11-50 | Exact match | 54 contacts → |
“TPC provides multi-faceted solutions for all creators – tailored to specific projects and needs.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | PTD Business Management, LLPptdllp.com HQ: Sherman Oaks, CA, United StatesReported employees: 11-50 | Sherman Oaks, CA, United States | 11-50 | Exact match | 45 contacts → |
“At PTD, we are not your typical accounting firm.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Upsourcedupsourcedaccounting.com HQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 34 contacts → |
“Upsourced is accounting for a new sense of agency.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Singer Burkesingerburke.com HQ: Encino, CA, United StatesReported employees: 51-200 | Encino, CA, United States | 51-200 | Exact match | 32 contacts → |
“Founded in 1972, our firm has spent over 50 years building a family office that understands what support creative people need to succeed.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Farris, Self & Moore, LLCfsmnash.com HQ: Nashville, TN, United StatesReported employees: 11-50 | Nashville, TN, United States | 11-50 | Exact match | 27 contacts → |
“FSM is a boutique business management and financial planning firm based in Nashville, TN.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Core Groupcoregroupus.com HQ: Oklahoma City, OK, United StatesReported employees: 11-50 | Oklahoma City, OK, United States | 11-50 | Exact match | 27 contacts → |
“Who is CORE Group?” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Brooklyn FIbrooklynfi.com HQ: Brooklyn, United StatesReported employees: 11-50 | Brooklyn, United States | 11-50 | Exact match | 22 contacts → |
“Brooklyn Fi is a full-service financial planning, tax, and investment firm specializing in tech professionals and creatives on the path to financial independence.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | The Tranel Financial Groupthetranelfinancialgroup.com HQ: Libertyville, IL, United StatesReported employees: 11-50 | Libertyville, IL, United States | 11-50 | Exact match | 17 contacts → |
“Passion is what sets us apart.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Turning Point Financialtpfinancial.com HQ: Frederick, MD, United StatesReported employees: 11-50 | Frederick, MD, United States | 11-50 | Exact match | 16 contacts → |
“Journey to Well Done™ starts now.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Rosenbaum Sobel Weinrub Burns LLCrswbcpa.com HQ: Plantation, FL, United StatesReported employees: 11-50 | Plantation, FL, United States | 11-50 | Exact match | 13 contacts → |
“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.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Summit Pointe Financialsptfg.com HQ: Lees Summit, MO, United StatesReported employees: 11-50 | Lees Summit, MO, United States | 11-50 | Exact match | 12 contacts → |
“While helping you customized financial program, we will walk you through a step-by-step process that can help you make confident decisions.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | R.C. Baral & Company, INCrcbaral.com HQ: Encino, CA, United StatesReported employees: 11-50 | Encino, CA, United States | 11-50 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 | Mesia Group, P.Amesiagroup.com HQ: Beverly Hills, CA, United StatesReported employees: 1-10 | Beverly Hills, CA, United States | 1-10 | Exact match | 10 contacts → |
“At Mesia Group, we offer a complete customized business management service to all levels of entertainers and entrepreneurs.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Catalyst Planning Partnerscatalyst.nm.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 9 contacts → |
“We provide financial planning and wealth management services to entrepreneurs, executives, and decision makers across the country.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Gordon & Associates, An Accountancy Corporationgordonandassociates.biz HQ: Beverly Hills, CA, United StatesReported employees: 11-50 | Beverly Hills, CA, United States | 11-50 | Exact match | 8 contacts → |
“Gordon and Associates, An Accountancy Corporation is a full-service accounting and business management firm.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Emerald Financial Partnersemeraldfinancialpartners.com HQ: Arnold, MD, United StatesReported employees: 1-10 | Arnold, MD, United States | 1-10 | Exact match | 8 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Alajian Groupalajiangroup.com HQ: Los Angeles, CA, United StatesReported employees: 1-10 | Los Angeles, CA, United States | 1-10 | Exact match | 7 contacts → |
“Accounting for Startups and Business Management Headquartered in Los Angeles, Alajian Group is disrupting the traditional accounting paradox - there is more than just taxes.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Marble Trail Financialmarbletrail.com HQ: Middlebury, VT, United StatesReported employees: 11-50 | Middlebury, VT, United States | 11-50 | Exact match | 6 contacts → |
“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.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Susan Curran Financial, LLCsusancurranfinancial.com HQ: Dripping Springs, TX, United StatesReported employees: 1-10 | Dripping Springs, TX, United States | 1-10 | Exact match | 6 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Breakaway Financial Group LLCbreakawayfinancialgroup.com HQ: Mount Pleasant, SC, United StatesReported employees: 1-10 | Mount Pleasant, SC, United States | 1-10 | Exact match | 6 contacts → |
“Breakaway from the status quo.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Capital Strategies Group, LLCcsgplanners.com HQ: Tempe, AZ, United StatesReported employees: 1-10 | Tempe, AZ, United States | 1-10 | Exact match | 6 contacts → |
“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.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Seed Money Consultingseedmoneyconsulting.com HQ: Greenwood Village, CO, United StatesReported employees: 1-10 | Greenwood Village, CO, United States | 1-10 | Exact match | 6 contacts → |
“We’re Seed Money Consulting, an independent, fee-based, financial services company.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | The Crystal Solution Group LLCthecrystalsolution.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 6 contacts → |
“The Crystal Solution Group is a boutique accounting and bookkeeping firm specializing in financial services for the entertainment industry.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Vivid Numbers, Pllcvividnumbers.com HQ: Oklahoma City, OK, United StatesReported employees: 1-10 | Oklahoma City, OK, United States | 1-10 | Exact match | 5 contacts → |
“Numbers are hard.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 178 company matches
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Creator financial services: dataset insights
September 16, 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
178 records in the displayed employee bands.
0 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 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 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: September 16, 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 ↗
Questions about this company list
What does Exact match mean for creator financial services?
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 creator financial services did RevenueBase find based in the United States?
The saved snapshot records 178 matching company records, 896 tracked contacts and 390 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: September 16, 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.
Related lists
Cite this list
RevenueBase Data Team. Top 25 creator financial services based in the United States. Snapshot: September 16, 2026. https://revenuebase.ai/companies/creator-financial-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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