Company lists · Data refreshed September 2026
Top 25 Customer advisory board management platforms based in the United States
RevenueBase identified 104 company matches for customer advisory board management platforms associated with 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. New York is the largest hub.
This list covers company matches for customer advisory board management platforms 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 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 contacts → | ||||
Exact match “AdvisoryCloud provides professionals the platform, exposure, and tools to monetize their knowledge as an advisor.” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase | |||||
| 2 | 585 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase | |||||
| 3 | 178 contacts → | ||||
Exact match “Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase | |||||
| 4 | 140 contacts → | ||||
Exact match “GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase | |||||
| 5 | 138 contacts → | ||||
Exact match “Broadridge Advisor Solutions is the premier provider of solutions-based marketing and reporting tools designed to assist financial professionals with building their brand, sharing…” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase | |||||
| 6 | 133 contacts → | ||||
Exact match “We are specialty advisors to small business owners in South Texas, providing planning, management, leadership succession and business brokerage services.” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase | |||||
| 7 | 106 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase | |||||
| 8 | 81 contacts → | ||||
Exact match “AdvisorEngine is a digital platform to supercharge advisor growth.” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase | |||||
| 9 | 79 contacts → | ||||
Exact match “Achieve 7x faster organic growth than the industry average by partnering with us!” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase | |||||
| 10 | 78 contacts → | ||||
Exact match “Practifi is the only intelligent CRM built specifically for wealth management firms.” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase | |||||
| 11 | 63 contacts → | ||||
Exact match “CogniCor's Advisor Copilot is an intelligence layer that helps RIAs operate at a new level of leverage at 3 levels.” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase | |||||
| 12 | 58 contacts → | ||||
Exact match “Redtail Technology, Inc.” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase | |||||
| 13 | 52 contacts → | ||||
Exact match “InvestEdge's ComplianceEdge is a revolutionary Trade Supervision & Account Monitoring platform that enables Broker Dealers, RIAs and Bank Trust companies to provide their…” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase | |||||
| 14 | 45 contacts → | ||||
Exact match “GLASfunds is a global alternative investment platform offering streamlined and efficient access to institutional level private capital and hedge funds.” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase | |||||
| 15 | 43 contacts → | ||||
Exact match “Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase | |||||
| 16 | 42 contacts → | ||||
Exact match “SFS helps asset management firms transform fragmented distribution data into trusted intelligence.” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase | |||||
| 17 | 38 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase | |||||
| 18 | 37 contacts → | ||||
Exact match “Zeck is a cloud-based software platform that is transforming the board meeting.” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase | |||||
| 19 | 27 contacts → | ||||
Exact match “Since 2003, Point of Reference has been helping companies leverage customer advocates to fuel business growth and fortify brands.” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase | |||||
| 20 | 24 contacts → | ||||
Exact match “Access to institutional-quality alternative investments is where other platforms finish.” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase | |||||
| 21 | 19 contacts → | ||||
Exact match “Wells Fargo Advisors Finet is a financial services company based out of 1400 TERRADYNE DR, Andover, Kansas, United States.” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase | |||||
| 22 | 19 contacts → | ||||
Exact match “Chickpea combines regulatory protection, compliance support, marketing solution, and client engagement into one intelligent platform, designed by a Chartered Financial Planner and…” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase | |||||
| 23 | 14 contacts → | ||||
Exact match “For any organization with a governing body, responsible for ensuring the success of that organization, BoardEffect is a Board Management Platform that drives efficiency…” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase | |||||
| 24 | 14 contacts → | ||||
Exact match “Kapitalwise offers a unified client acquisition and retention platform for financial advisors.” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase | |||||
| 25 | 13 contacts → | ||||
Exact match “We are a Marketplace Community for Consumers seeking expert financial guidance and Advisors dedicated to investor advocacy, professional accountability, and honest, transparent…” Recorded in the RevenueBase company graph · Sep 3, 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 “customer advisory board management platforms”. 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 104 customer advisory board management platforms based in the United States
See the full list, filter by size, metro and specialty, and access 1,039 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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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
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 “customer advisory board management platforms” 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 1,039 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 3, 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 “customer advisory board management platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many customer advisory board management platforms are there based in the United States?
RevenueBase identified 104 company matches for customer advisory board management platforms 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?
Advisorycloud tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most customer advisory board management platforms?
New York leads with 7 company records, followed by Chicago (5) and Austin (4).
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 1,039 professional contacts with verified work emails tracked across these 104 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 3, 2026.
Ready to reach these companies? Verified emails and direct dials for all 104 customer advisory board management platforms based in the United States. Start with a free account, no credit card.
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Customer advisory board management platforms by geography
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.
More company lists
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- Lists by location
- Lists A-Z
- New lists
- Customer advisory board management platforms based in Canada
- 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
Company intelligence · public preview
Top 25 customer advisory board management platforms 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 104 matching company records for customer advisory board management platforms based in the United States, with 3,623 tracked contacts and 1,039 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 3, 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 customer advisory board management platforms 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 |  Advisorycloudadvisorycloud.comHQ: HQ not recorded; location: San Rafael, CA, United StatesReported employees: Not recorded | HQ not recorded; location: San Rafael, CA, United States | Not recorded | Exact match | 1,317 contacts → |
“AdvisoryCloud provides professionals the platform, exposure, and tools to monetize their knowledge as an advisor.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Altruistaltruist.comHQ: HQ not recorded; location: Culver City, CA, United StatesReported employees: 201-500 | HQ not recorded; location: Culver City, CA, United States | 201-500 | Exact match | 585 contacts → |
“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.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Nitrogennitrogenwealth.comHQ: HQ not recorded; location: Auburn, CA, United StatesReported employees: 201-500 | HQ not recorded; location: Auburn, CA, United States | 201-500 | Exact match | 178 contacts → |
“Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Geowealthgeowealth.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 51-200 | HQ not recorded; location: Chicago, IL, United States | 51-200 | Exact match | 140 contacts → |
“GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Broadridge Advisor Solutionsadvisor.broadridge.comHQ: HQ not recorded; location: Marlborough, MA, United StatesReported employees: 201-500 | HQ not recorded; location: Marlborough, MA, United States | 201-500 | Exact match | 138 contacts → |
“Broadridge Advisor Solutions is the premier provider of solutions-based marketing and reporting tools designed to assist financial professionals with building their brand, sharing…” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  MPN Incorporatedmpninc.comHQ: HQ not recorded; location: San Antonio, TX, United StatesReported employees: 11-50 | HQ not recorded; location: San Antonio, TX, United States | 11-50 | Exact match | 133 contacts → |
“We are specialty advisors to small business owners in South Texas, providing planning, management, leadership succession and business brokerage services.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Advyzonadvyzon.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 51-200 | HQ not recorded; location: Chicago, IL, United States | 51-200 | Exact match | 106 contacts → |
“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…” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Advisorengineadvisorengine.comHQ: HQ not recorded; location: Raleigh, NC, United StatesReported employees: 51-200 | HQ not recorded; location: Raleigh, NC, United States | 51-200 | Exact match | 81 contacts → |
“AdvisorEngine is a digital platform to supercharge advisor growth.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Snappy Krakensnappykraken.comHQ: HQ not recorded; location: Ormond Beach, FL, United StatesReported employees: 51-200 | HQ not recorded; location: Ormond Beach, FL, United States | 51-200 | Exact match | 79 contacts → |
“Achieve 7x faster organic growth than the industry average by partnering with us!” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Practifipractifi.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 51-200 | HQ not recorded; location: Chicago, IL, United States | 51-200 | Exact match | 78 contacts → |
“Practifi is the only intelligent CRM built specifically for wealth management firms.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Cognicor AI For Financial Advisorscognicor.comHQ: HQ not recorded; location: Palo Alto, CA, United StatesReported employees: 51-200 | HQ not recorded; location: Palo Alto, CA, United States | 51-200 | Exact match | 63 contacts → |
“CogniCor's Advisor Copilot is an intelligence layer that helps RIAs operate at a new level of leverage at 3 levels.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Redtail Technologyredtailtechnology.comHQ: HQ not recorded; location: Chandler, AZ, United StatesReported employees: 51-200 | HQ not recorded; location: Chandler, AZ, United States | 51-200 | Exact match | 58 contacts → |
“Redtail Technology, Inc.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Investedge, INCcompliance-edge.comHQ: HQ not recorded; location: Canonsburg, PA, United StatesReported employees: 11-50 | HQ not recorded; location: Canonsburg, PA, United States | 11-50 | Exact match | 52 contacts → |
“InvestEdge's ComplianceEdge is a revolutionary Trade Supervision & Account Monitoring platform that enables Broker Dealers, RIAs and Bank Trust companies to provide their…” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Glasfundsglasfunds.comHQ: HQ not recorded; location: E Cleveland, OH, United StatesReported employees: 51-200 | HQ not recorded; location: E Cleveland, OH, United States | 51-200 | Exact match | 45 contacts → |
“GLASfunds is a global alternative investment platform offering streamlined and efficient access to institutional level private capital and hedge funds.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Koyfinkoyfin.comHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 11-50 | HQ not recorded; location: New York, NY, United States | 11-50 | Exact match | 43 contacts → |
“Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  SFSsfsmars.comHQ: HQ not recorded; location: Larkspur, CA, United StatesReported employees: 51-200 | HQ not recorded; location: Larkspur, CA, United States | 51-200 | Exact match | 42 contacts → |
“SFS helps asset management firms transform fragmented distribution data into trusted intelligence.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  360 View360view.comHQ: HQ not recorded; location: Franklin, TN, United StatesReported employees: 11-50 | HQ not recorded; location: Franklin, TN, United States | 11-50 | Exact match | 38 contacts → |
“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…” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  ZECKzeck.appHQ: HQ not recorded; location: Detroit, United StatesReported employees: 11-50 | HQ not recorded; location: Detroit, United States | 11-50 | Exact match | 37 contacts → |
“Zeck is a cloud-based software platform that is transforming the board meeting.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Point Of Referencepoint-of-reference.comHQ: HQ not recorded; location: Denver, CO, United StatesReported employees: 11-50 | HQ not recorded; location: Denver, CO, United States | 11-50 | Exact match | 27 contacts → |
“Since 2003, Point of Reference has been helping companies leverage customer advocates to fuel business growth and fortify brands.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Crystal Capital Partnerscrystalfunds.comHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, FL, United States | 11-50 | Exact match | 24 contacts → |
“Access to institutional-quality alternative investments is where other platforms finish.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Wells Fargo Advisors Finetwfafinet.com HQ: HQ not recorded; location: Andover, KS, United StatesReported employees: 51-200 | HQ not recorded; location: Andover, KS, United States | 51-200 | Exact match | 19 contacts → |
“Wells Fargo Advisors Finet is a financial services company based out of 1400 TERRADYNE DR, Andover, Kansas, United States.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Chickpeachickpea.laHQ: HQ not recorded; location: Las Vegas, NV, United StatesReported employees: 11-50 | HQ not recorded; location: Las Vegas, NV, United States | 11-50 | Exact match | 19 contacts → |
“Chickpea combines regulatory protection, compliance support, marketing solution, and client engagement into one intelligent platform, designed by a Chartered Financial Planner and…” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Boardeffect, A Diligent Brandboardeffect.comHQ: HQ not recorded; location: Washington, DC, United StatesReported employees: 11-50 | HQ not recorded; location: Washington, DC, United States | 11-50 | Exact match | 14 contacts → |
“For any organization with a governing body, responsible for ensuring the success of that organization, BoardEffect is a Board Management Platform that drives efficiency…” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Kapitalwise INCkapitalwise.aiHQ: HQ not recorded; location: NY, United StatesReported employees: 11-50 | HQ not recorded; location: NY, United States | 11-50 | Exact match | 14 contacts → |
“Kapitalwise offers a unified client acquisition and retention platform for financial advisors.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Advisorcheckadvisorcheck.comHQ: HQ not recorded; location: Sarasota, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Sarasota, FL, United States | 11-50 | Exact match | 13 contacts → |
“We are a Marketplace Community for Consumers seeking expert financial guidance and Advisors dedicated to investor advocacy, professional accountability, and honest, transparent…” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 104 company matches
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Customer advisory board management platforms: dataset insights
September 3, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
104 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.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 3, 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 customer advisory board management platforms?
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 customer advisory board management platforms did RevenueBase find based in the United States?
The saved snapshot records 104 matching company records, 3,623 tracked contacts and 1,039 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 3, 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
Customer advisory board management platforms by geography
Cite this list
RevenueBase Data Team. Top 25 customer advisory board management platforms based in the United States. Snapshot: September 3, 2026. https://revenuebase.ai/companies/customer-advisory-board-management-platforms/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
- Customer advisory board management platforms based in Canada
- 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
Company intelligence · public preview
Top 25 customer advisory board management platforms based in the United States
RevenueBase records 104 matching company records for customer advisory board management platforms based in the United States, with 3,623 tracked contacts and 1,039 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 3, 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 customer advisory board management platforms 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 | Advisorycloudadvisorycloud.com HQ: HQ not recorded; location: San Rafael, CA, United StatesReported employees: Not recorded | HQ not recorded; location: San Rafael, CA, United States | Not recorded | Exact match | 1,317 contacts → |
“AdvisoryCloud provides professionals the platform, exposure, and tools to monetize their knowledge as an advisor.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Altruistaltruist.com HQ: HQ not recorded; location: Culver City, CA, United StatesReported employees: 201-500 | HQ not recorded; location: Culver City, CA, United States | 201-500 | Exact match | 585 contacts → |
“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.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Nitrogennitrogenwealth.com HQ: HQ not recorded; location: Auburn, CA, United StatesReported employees: 201-500 | HQ not recorded; location: Auburn, CA, United States | 201-500 | Exact match | 178 contacts → |
“Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Geowealthgeowealth.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 51-200 | HQ not recorded; location: Chicago, IL, United States | 51-200 | Exact match | 140 contacts → |
“GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Broadridge Advisor Solutionsadvisor.broadridge.com HQ: HQ not recorded; location: Marlborough, MA, United StatesReported employees: 201-500 | HQ not recorded; location: Marlborough, MA, United States | 201-500 | Exact match | 138 contacts → |
“Broadridge Advisor Solutions is the premier provider of solutions-based marketing and reporting tools designed to assist financial professionals with building their brand, sharing…” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | MPN Incorporatedmpninc.com HQ: HQ not recorded; location: San Antonio, TX, United StatesReported employees: 11-50 | HQ not recorded; location: San Antonio, TX, United States | 11-50 | Exact match | 133 contacts → |
“We are specialty advisors to small business owners in South Texas, providing planning, management, leadership succession and business brokerage services.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Advyzonadvyzon.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 51-200 | HQ not recorded; location: Chicago, IL, United States | 51-200 | Exact match | 106 contacts → |
“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…” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Advisorengineadvisorengine.com HQ: HQ not recorded; location: Raleigh, NC, United StatesReported employees: 51-200 | HQ not recorded; location: Raleigh, NC, United States | 51-200 | Exact match | 81 contacts → |
“AdvisorEngine is a digital platform to supercharge advisor growth.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Snappy Krakensnappykraken.com HQ: HQ not recorded; location: Ormond Beach, FL, United StatesReported employees: 51-200 | HQ not recorded; location: Ormond Beach, FL, United States | 51-200 | Exact match | 79 contacts → |
“Achieve 7x faster organic growth than the industry average by partnering with us!” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Practifipractifi.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 51-200 | HQ not recorded; location: Chicago, IL, United States | 51-200 | Exact match | 78 contacts → |
“Practifi is the only intelligent CRM built specifically for wealth management firms.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Cognicor AI For Financial Advisorscognicor.com HQ: HQ not recorded; location: Palo Alto, CA, United StatesReported employees: 51-200 | HQ not recorded; location: Palo Alto, CA, United States | 51-200 | Exact match | 63 contacts → |
“CogniCor's Advisor Copilot is an intelligence layer that helps RIAs operate at a new level of leverage at 3 levels.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Redtail Technologyredtailtechnology.com HQ: HQ not recorded; location: Chandler, AZ, United StatesReported employees: 51-200 | HQ not recorded; location: Chandler, AZ, United States | 51-200 | Exact match | 58 contacts → |
“Redtail Technology, Inc.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Investedge, INCcompliance-edge.com HQ: HQ not recorded; location: Canonsburg, PA, United StatesReported employees: 11-50 | HQ not recorded; location: Canonsburg, PA, United States | 11-50 | Exact match | 52 contacts → |
“InvestEdge's ComplianceEdge is a revolutionary Trade Supervision & Account Monitoring platform that enables Broker Dealers, RIAs and Bank Trust companies to provide their…” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Glasfundsglasfunds.com HQ: HQ not recorded; location: E Cleveland, OH, United StatesReported employees: 51-200 | HQ not recorded; location: E Cleveland, OH, United States | 51-200 | Exact match | 45 contacts → |
“GLASfunds is a global alternative investment platform offering streamlined and efficient access to institutional level private capital and hedge funds.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Koyfinkoyfin.com HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 11-50 | HQ not recorded; location: New York, NY, United States | 11-50 | Exact match | 43 contacts → |
“Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | SFSsfsmars.com HQ: HQ not recorded; location: Larkspur, CA, United StatesReported employees: 51-200 | HQ not recorded; location: Larkspur, CA, United States | 51-200 | Exact match | 42 contacts → |
“SFS helps asset management firms transform fragmented distribution data into trusted intelligence.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | 360 View360view.com HQ: HQ not recorded; location: Franklin, TN, United StatesReported employees: 11-50 | HQ not recorded; location: Franklin, TN, United States | 11-50 | Exact match | 38 contacts → |
“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…” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | ZECKzeck.app HQ: HQ not recorded; location: Detroit, United StatesReported employees: 11-50 | HQ not recorded; location: Detroit, United States | 11-50 | Exact match | 37 contacts → |
“Zeck is a cloud-based software platform that is transforming the board meeting.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Point Of Referencepoint-of-reference.com HQ: HQ not recorded; location: Denver, CO, United StatesReported employees: 11-50 | HQ not recorded; location: Denver, CO, United States | 11-50 | Exact match | 27 contacts → |
“Since 2003, Point of Reference has been helping companies leverage customer advocates to fuel business growth and fortify brands.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Crystal Capital Partnerscrystalfunds.com HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, FL, United States | 11-50 | Exact match | 24 contacts → |
“Access to institutional-quality alternative investments is where other platforms finish.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Wells Fargo Advisors Finetwfafinet.com HQ: HQ not recorded; location: Andover, KS, United StatesReported employees: 51-200 | HQ not recorded; location: Andover, KS, United States | 51-200 | Exact match | 19 contacts → |
“Wells Fargo Advisors Finet is a financial services company based out of 1400 TERRADYNE DR, Andover, Kansas, United States.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Chickpeachickpea.la HQ: HQ not recorded; location: Las Vegas, NV, United StatesReported employees: 11-50 | HQ not recorded; location: Las Vegas, NV, United States | 11-50 | Exact match | 19 contacts → |
“Chickpea combines regulatory protection, compliance support, marketing solution, and client engagement into one intelligent platform, designed by a Chartered Financial Planner and…” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Boardeffect, A Diligent Brandboardeffect.com HQ: HQ not recorded; location: Washington, DC, United StatesReported employees: 11-50 | HQ not recorded; location: Washington, DC, United States | 11-50 | Exact match | 14 contacts → |
“For any organization with a governing body, responsible for ensuring the success of that organization, BoardEffect is a Board Management Platform that drives efficiency…” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Kapitalwise INCkapitalwise.ai HQ: HQ not recorded; location: NY, United StatesReported employees: 11-50 | HQ not recorded; location: NY, United States | 11-50 | Exact match | 14 contacts → |
“Kapitalwise offers a unified client acquisition and retention platform for financial advisors.” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Advisorcheckadvisorcheck.com HQ: HQ not recorded; location: Sarasota, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Sarasota, FL, United States | 11-50 | Exact match | 13 contacts → |
“We are a Marketplace Community for Consumers seeking expert financial guidance and Advisors dedicated to investor advocacy, professional accountability, and honest, transparent…” Recorded description excerpt · September 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 104 company matches
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Customer advisory board management platforms: dataset insights
September 3, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
104 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.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 3, 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 customer advisory board management platforms?
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 customer advisory board management platforms did RevenueBase find based in the United States?
The saved snapshot records 104 matching company records, 3,623 tracked contacts and 1,039 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 3, 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
Customer advisory board management platforms by geography
Cite this list
RevenueBase Data Team. Top 25 customer advisory board management platforms based in the United States. Snapshot: September 3, 2026. https://revenuebase.ai/companies/customer-advisory-board-management-platforms/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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