Company lists · Data refreshed September 2026
Top 25 Customer advisory board management platforms based in the United States
RevenueBase identified 104 customer advisory board management platforms headquartered in the United States as of September 2026 and tracks 3,623 professional contacts across them, including 1,039 with verified work emails and 1,733 with mobile numbers. Chicago is the largest hub.
This list covers customer advisory board management platforms 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, how directly it supports the match, and when it was last checked. Data refreshed September 3, 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 customer advisory board management platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,317 | ||||
“AdvisoryCloud provides professionals the platform, exposure, and tools to monetize their knowledge as an advisor.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 2 | 585 | ||||
“Altruist is the platform of choice for RIAs who want better outcomes, responsive service, lower fees, and more time to do the real work of advising clients.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 3 | 178 | ||||
“Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 4 | 140 | ||||
“GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 5 | 138 | ||||
“Broadridge Advisor Solutions is the premier provider of solutions-based marketing and reporting tools designed to assist financial professionals with building their brand, sharing…” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 6 | MPN IncorporatedStrong evidence | 133 | |||
“We are specialty advisors to small business owners in South Texas, providing planning, management, leadership succession and business brokerage services.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 7 | 106 | ||||
“In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 8 | 81 | ||||
“AdvisorEngine is a digital platform to supercharge advisor growth.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 9 | Snappy KrakenIndirect evidence | 79 | |||
“Achieve 7x faster organic growth than the industry average by partnering with us!” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 10 | 78 | ||||
“Practifi is the only intelligent CRM built specifically for wealth management firms.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 11 | 63 | ||||
“CogniCor's Advisor Copilot is an intelligence layer that helps RIAs operate at a new level of leverage at 3 levels.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 12 | Redtail TechnologyIndirect evidence | 58 | |||
“Redtail Technology, Inc.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 13 | 52 | ||||
“InvestEdge's ComplianceEdge is a revolutionary Trade Supervision & Account Monitoring platform that enables Broker Dealers, RIAs and Bank Trust companies to provide their…” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 14 | 45 | ||||
“GLASfunds is a global alternative investment platform offering streamlined and efficient access to institutional level private capital and hedge funds.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 15 | KoyfinStrong evidence | 43 | |||
“Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 16 | SFSPartial evidence | 42 | |||
“SFS helps asset management firms transform fragmented distribution data into trusted intelligence.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 17 | 38 | ||||
“360 View is a CRM platform built specifically for banks and credit unions, equipping teams with the tools and insight needed to strengthen customer relationships and drive…” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 18 | ZECKStrong evidence | 37 | |||
“Zeck is a cloud-based software platform that is transforming the board meeting.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 19 | 27 | ||||
“Since 2003, Point of Reference has been helping companies leverage customer advocates to fuel business growth and fortify brands.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 20 | 24 | ||||
“Access to institutional-quality alternative investments is where other platforms finish.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 21 | Wells Fargo Advisors FinetPartial evidence | 19 | |||
“Wells Fargo Advisors Finet is a financial services company based out of 1400 TERRADYNE DR, Andover, Kansas, United States.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 22 | 19 | ||||
“Chickpea combines regulatory protection, compliance support, marketing solution, and client engagement into one intelligent platform, designed by a Chartered Financial Planner and…” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 23 | 14 | ||||
“For any organization with a governing body, responsible for ensuring the success of that organization, BoardEffect is a Board Management Platform that drives efficiency…” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 24 | Kapitalwise INCStrong evidence | 14 | |||
“Kapitalwise offers a unified client acquisition and retention platform for financial advisors.” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 25 | 13 | ||||
“We are a Marketplace Community for Consumers seeking expert financial guidance and Advisors dedicated to investor advocacy, professional accountability, and honest, transparent…” Source: company website · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
Showing 25 of 104 customer advisory board management platforms based in the United States
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Customer advisory board management platforms based in the United States at a glance
As of Sep 3, 2026Companies by employee count
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 customer advisory board management platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “customer advisory board management platforms”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among customer advisory board management platforms, 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 an evidence 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, 1,039 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 3, 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
How many customer advisory board management platforms are there based in the United States?
RevenueBase identified 104 customer advisory board management platforms 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?
Advisorycloud, headquartered in San Rafael, tops this list with the largest team on record.
Which city has the most customer advisory board management platforms?
Chicago leads with 5 headquartered companies, followed by New York (4) and Austin (4).
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 1,039 verified decision-maker contacts tracked across these 104 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 3, 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.
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