Company lists · Data refreshed September 2026
Top 15 Digital wealth management companies based in Chicago, United States
RevenueBase identified 26 company matches for digital wealth management companies associated with Chicago, United States as of September 2026 and tracks 765 professional contacts across them, including 435 with verified work emails. Across the United States, New York is the largest hub for this category (110 companies); Chicago has 26.
This list covers company matches for digital wealth management companies associated with Chicago, 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 15, 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 15 largest digital wealth management companies based in Chicago, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 189 contacts → | ||||
Exact match “Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 2 | 183 contacts → | ||||
Exact match “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 3 | 120 contacts → | ||||
Exact match “Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 4 | 108 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 15, 2026 · View company records in RevenueBase | |||||
| 5 | 50 contacts → | ||||
Exact match “Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 6 | 26 contacts → | ||||
Exact match “TradingBlock is a technology-driven online brokerage on a mission to help self-directed investors identify new strategies for generating portfolio income, balance portfolio risk…” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 7 | 20 contacts → | ||||
Exact match “BridgeFT is now a part of Field.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 8 | 15 contacts → | ||||
Exact match “NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 9 | 9 contacts → | ||||
Exact match “Bard Associates, Inc.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 10 | 8 contacts → | ||||
Exact match “Beyond AUM is a full-service agency providing field-tested, data-driven marketing, growth, technology, and digital experience solutions to financial services firms nationwide.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “Podesta Capital Apollon is a 3rd generation wealth management firm established, first and foremost, to benefit our clients.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “Horizon Family Wealth provides comprehensive wealth management exclusively to high net worth individuals and multi-family offices.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “Black & Essington Solutions is a Chicago based Investment advisory firm offering investment management and financial planning services.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “Our firm’s name - Archiwealth - reflects our mission: to serve as the guiding architects on the journey to building your wealth.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match “Welcome to MWS Capital Consultants LLC.” Recorded in the RevenueBase company graph · Sep 15, 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 management companies”. 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 15 of 26 digital wealth management companies based in Chicago, United States
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Digital wealth management companies based in Chicago, United States at a glance
As of Sep 15, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 26 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 Chicago, United States whose business descriptions match “digital wealth management companies” 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 435 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 15, 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 management companies 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 management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many digital wealth management companies are there based in Chicago, United States?
RevenueBase identified 26 company matches for digital wealth management companies associated with Chicago, 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?
Tastytrade 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 management companies?
New York leads the United States with 110 company records, followed by San Francisco (52) and Miami (27). Chicago has 26.
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 435 professional contacts with verified work emails tracked across these 26 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 15, 2026.
Ready to reach these companies? Verified emails and direct dials for all 26 digital wealth management companies based in Chicago, United States. Start with a free account, no credit card.
Download this list →Related lists
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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.
More company lists
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- Lists by location
- Lists A-Z
- New lists
- Digital wealth management companies based in Ahmedabad, India
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Company intelligence · public preview
Top 15 digital wealth management companies based in Chicago, 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 26 matching company records for digital wealth management companies based in Chicago, United States, with 765 tracked contacts and 435 verified work emails.
This public preview shows 15 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 15, 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 15 digital wealth management companies based in Chicago, 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 |  Tastytradetastytrade.comHQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 189 contacts → |
“Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Ychartsycharts.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 183 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Halo Investinghaloinvesting.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 120 contacts → |
“Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Advyzonadvyzon.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 108 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 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Vivaldi Capital Managementvivaldicap.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 50 contacts → |
“Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Tradingblocktradingblock.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 26 contacts → |
“TradingBlock is a technology-driven online brokerage on a mission to help self-directed investors identify new strategies for generating portfolio income, balance portfolio risk…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Bridgeftbridgeft.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 20 contacts → |
“BridgeFT is now a part of Field.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Nextcapitalnextcapital.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 15 contacts → |
“NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Bard Associatesbardassociatesinc.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 9 contacts → |
“Bard Associates, Inc.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Beyond AUMbeyondaum.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 8 contacts → |
“Beyond AUM is a full-service agency providing field-tested, data-driven marketing, growth, technology, and digital experience solutions to financial services firms nationwide.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Podesta Capital Of Apollonpodestacapital.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 5 contacts → |
“Podesta Capital Apollon is a 3rd generation wealth management firm established, first and foremost, to benefit our clients.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Horizon Family Wealthhorizonfamilywealth.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 4 contacts → |
“Horizon Family Wealth provides comprehensive wealth management exclusively to high net worth individuals and multi-family offices.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Black & Essington Solutions, LLCblackessington.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 2 contacts → |
“Black & Essington Solutions is a Chicago based Investment advisory firm offering investment management and financial planning services.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Archiwealtharchiwealth.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 2 contacts → |
“Our firm’s name - Archiwealth - reflects our mission: to serve as the guiding architects on the journey to building your wealth.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | MWS Capital Consultants LLCmwscapital.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 1 contacts → |
“Welcome to MWS Capital Consultants LLC.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 15 of 26 company matches
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Digital wealth management companies: dataset insights
September 15, 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
26 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 across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 26 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 15, 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 ↗
Digital wealth management companies by metro in the United States
Questions about this company list
What does Exact match mean for digital wealth management companies?
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 digital wealth management companies did RevenueBase find based in Chicago, United States?
The saved snapshot records 26 matching company records, 765 tracked contacts and 435 verified emails. The public preview displays 15 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 15, 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
Digital wealth management companies by geography
- Digital wealth management companies based in Ahmedabad, India
- Digital wealth management companies based in Bangalore, India
- Digital wealth management companies based in Kolkata, India
- Digital wealth management companies based in Mumbai, India
- Digital wealth management companies based in New Delhi, India
- Digital wealth management companies based in Pune, India
- Digital wealth management companies based in Boston, United States
- Digital wealth management companies based in Miami, United States
- Digital wealth management companies based in New York, United States
- Digital wealth management companies based in San Francisco, United States
- Digital wealth management companies based in Argentina
- Digital wealth management companies based in Australia
Cite this list
RevenueBase Data Team. Top 15 digital wealth management companies based in Chicago, United States. Snapshot: September 15, 2026. https://revenuebase.ai/companies/digital-wealth-management-companies/united-states/chicago.
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
- Digital wealth management companies based in Ahmedabad, India
- Digital wealth management companies based in Bangalore, India
- Digital wealth management companies based in Kolkata, India
- Digital wealth management companies based in Mumbai, India
- Digital wealth management companies based in New Delhi, India
- Digital wealth management companies based in Pune, India
Company intelligence · public preview
Top 15 digital wealth management companies based in Chicago, United States
RevenueBase records 26 matching company records for digital wealth management companies based in Chicago, United States, with 765 tracked contacts and 435 verified work emails.
This public preview shows 15 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 15, 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 15 digital wealth management companies based in Chicago, 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 | Tastytradetastytrade.com HQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 189 contacts → |
“Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Ychartsycharts.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 183 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Halo Investinghaloinvesting.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 120 contacts → |
“Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Advyzonadvyzon.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 108 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 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Vivaldi Capital Managementvivaldicap.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 50 contacts → |
“Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Tradingblocktradingblock.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 26 contacts → |
“TradingBlock is a technology-driven online brokerage on a mission to help self-directed investors identify new strategies for generating portfolio income, balance portfolio risk…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Bridgeftbridgeft.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 20 contacts → |
“BridgeFT is now a part of Field.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Nextcapitalnextcapital.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 15 contacts → |
“NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Bard Associatesbardassociatesinc.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 9 contacts → |
“Bard Associates, Inc.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Beyond AUMbeyondaum.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 8 contacts → |
“Beyond AUM is a full-service agency providing field-tested, data-driven marketing, growth, technology, and digital experience solutions to financial services firms nationwide.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Podesta Capital Of Apollonpodestacapital.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 5 contacts → |
“Podesta Capital Apollon is a 3rd generation wealth management firm established, first and foremost, to benefit our clients.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Horizon Family Wealthhorizonfamilywealth.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 4 contacts → |
“Horizon Family Wealth provides comprehensive wealth management exclusively to high net worth individuals and multi-family offices.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Black & Essington Solutions, LLCblackessington.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 2 contacts → |
“Black & Essington Solutions is a Chicago based Investment advisory firm offering investment management and financial planning services.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Archiwealtharchiwealth.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 2 contacts → |
“Our firm’s name - Archiwealth - reflects our mission: to serve as the guiding architects on the journey to building your wealth.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | MWS Capital Consultants LLCmwscapital.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 1 contacts → |
“Welcome to MWS Capital Consultants LLC.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 15 of 26 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Digital wealth management companies: dataset insights
September 15, 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
26 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 across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 26 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 15, 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 ↗
Digital wealth management companies by metro in the United States
Questions about this company list
What does Exact match mean for digital wealth management companies?
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 digital wealth management companies did RevenueBase find based in Chicago, United States?
The saved snapshot records 26 matching company records, 765 tracked contacts and 435 verified emails. The public preview displays 15 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 15, 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.
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Cite this list
RevenueBase Data Team. Top 15 digital wealth management companies based in Chicago, United States. Snapshot: September 15, 2026. https://revenuebase.ai/companies/digital-wealth-management-companies/united-states/chicago.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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