Company lists · Data refreshed November 2026

Top 24 Digital wealth advisors based in Denver, United States

Name: Digital wealth advisors based in Denver, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 57 companies tracked

RevenueBase identified 57 company matches for digital wealth advisors associated with Denver, United States as of November 2026 and tracks 3,757 professional contacts across them, including 1,889 with verified work emails. Across the United States, New York is the largest hub for this category (178 companies); Denver has 57.

This list covers company matches for digital wealth advisors associated with Denver, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.

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

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

57Companies

3,757Contacts tracked

1,889Verified emails

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The 24 largest digital wealth advisors based in Denver, United States

Ranked by team size

Top 24 of 57 company matches for digital wealth advisors based in Denver, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Triumph Capital Management	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	11-50	19 contacts →
	Exact match “We are an independently registered investment advisory firm located in the heart of Denver, Colorado.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Edgerock Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	11-50	17 contacts →
	Exact match “EdgeRock is an independent wealth management firm headquartered in Denver, CO.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	SHJ Wealth Advisors	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	11-50	13 contacts →
	Exact match “SHJ Wealth Advisors is one of Denver's oldest Financial Planning and Investment Management firms.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Capital Investment Counsel, LLC	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	1-10	13 contacts →
	Exact match “Capital Investment Counsel provides considerable experience to serve our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Gravity Investments	Exact match	Denver, United StatesHQ recorded Nov 6, 2026	11-50	12 contacts →
	Exact match “Gravity Investments is an Institutional RoboAdvisor.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Denver Private Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	1-10	10 contacts →
	Exact match “Denver Private Wealth Management, is a client-focused, full-service wealth management advisory firm created to meet the unique needs of our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Investment Security Group	Exact match	Denver, United StatesHQ recorded Nov 6, 2026	1-10	9 contacts →
	Exact match “Investment Security Group (ISG) was founded in 1992 with the mission of becoming a “client first” boutique firm offering you a one-stop resource of personalized investing and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	J. F. Williams Co., INC	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “Since 1995, J.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Renaissance Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “Valuing sincere, trusted relationships, we partner with our clients for life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Finfolio	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	11-50	7 contacts →
	Exact match “FinFolio makes portfolio management software for investment advisors and professional wealth managers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	G&s Capital	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “Our mission is to be one of the most valued professional relationships our clients have by providing in-depth education, effective communication, and a level of personal attention…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Elevate Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “Elevate Wealth Management is a financial planning team with a combined 90 years of experience.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Garden Street Financial Group LLC	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “At Garden Street Financial Group, our personalized plans are designed to help provide greater confidence through our full range of investment advisory and financial planning…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	The Stone Creek Group	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “We opened our firm to provide a highly personalized yet world class financial and investment experience for our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	American Portfolios Denver	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	11-50	3 contacts →
	Exact match “Using our innovative GlidePath Method,™ American Portfolios Denver is the valued financial partner of successful business owners, individuals, and multi-generational families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Altius Financial INC	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “ALTIUS Financial Inc is an investment management company based out of S Harrison St # 810, Denver, Colorado, United States.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Infinium Investment Advisors, LLC	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “Infinium Investment Advisors provides low-cost financial planning and investment management to Technology executives, entrepreneurs, and investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Alfa Advisory	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “Most financial advisors manage your portfolio.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Prudent MAN Investment Management, INC	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Plan To Invest Capital Management, INC	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “A financial advisory, Plan to Invest, Capital Management provides a variety of services to help our clients make smart decisions about their money.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Pinnacle Wealth Management Denver, CO	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “Investing for your Best Interest We build relationships focused on your best interest using tailored planning and investment advice to help you aim toward your personal and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Hoskin Capital	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “We are nationally renowned, award-winning advisors breaking the mold of our highly exclusive industry by providing transparent, accessible investment management to new wealth…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Simplified Financial	Exact match	Denver, NC, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “Simplified Financial, founded in 2018 by Carmen Andrews, is a financial planning firm dedicated to simplifying the process of saving and investing.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	5280 Associates Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “5280 Associates Wealth Management is a company based out of DENVER, CO, United States.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “digital wealth advisors”. 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 24 of 57 digital wealth advisors based in Denver, United States

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Digital wealth advisors based in Denver, United States at a glance

As of Nov 6, 2026

50.3%Verified-email coverage

65.9Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Denver, so it is reported there. Company counts and contact totals on this page are exact for Denver, over 57 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 Denver, United States whose business descriptions match “digital wealth advisors” 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 1,889 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Digital wealth advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “digital wealth advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many digital wealth advisors are there based in Denver, United States?

RevenueBase identified 57 company matches for digital wealth advisors associated with Denver, United States as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Triumph Capital Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most digital wealth advisors?

New York leads the United States with 178 company records, followed by Atlanta (81) and San Francisco (79). Denver has 57.

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 1,889 professional contacts with verified work emails tracked across these 57 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.

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About this data

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