Company lists · Data refreshed September 2026
Top 25 Digital wealth management companies based in San Francisco, United States
RevenueBase identified 52 company matches for digital wealth management companies associated with San Francisco, United States as of September 2026 and tracks 1,697 professional contacts across them, including 804 with verified work emails. Across the United States, New York is the largest hub for this category (110 companies); San Francisco follows with 52.
This list covers company matches for digital wealth management companies associated with San Francisco, 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 25 largest digital wealth management companies based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 676 contacts → | ||||
Exact match “As one of the nation’s leading providers of wealth management services, Wells Fargo Private Bank has extensive experience and a wide range of resources to help you achieve your…” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 2 | 191 contacts → | ||||
Exact match “Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 3 | 138 contacts → | ||||
Exact match “Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and…” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 4 | 121 contacts → | ||||
Exact match “MyVest builds enterprise wealth management technology for the digital age.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 5 | 105 contacts → | ||||
Exact match “Robertson Stephens is a wealth management firm striving to provide comprehensive and innovative investment strategies and wealth solutions to our clients through an intelligent…” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 6 | 102 contacts → | ||||
Exact match “We're building the Unified Managed Account (UMA) for everyone.Today, UMAs (AKA SMAs) are a $3.7 trillion market, but they require $300K minimums, charge 1-3% annual fees, and…” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 7 | 27 contacts → | ||||
Exact match “SigFig innovates best-in-class financial technology focused on putting the customer at the center of the financial services experience.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 8 | 25 contacts → | ||||
Exact match “We believe everyone deserves access to better and smarter ways to manage their money.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 9 | 16 contacts → | ||||
Exact match “A next generation AI-enabled market intelligence platform for the asset and wealth management industry.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 10 | 15 contacts → | ||||
Exact match “StratiFi is an AI-powered platform that streamlines investment workflows for wealth managers by integrating risk management, compliance, and investment strategies into one unified…” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 11 | 14 contacts → | ||||
Exact match “Invest in your financial future.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 12 | 12 contacts → | ||||
Exact match “Goodfin is reimagining private wealth in the era of AI.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 13 | 12 contacts → | ||||
Exact match “Finn is your personal wealth manager that knows your money, plans ahead, and gets things done.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 14 | 11 contacts → | ||||
Exact match “At Alphanso, we believe wealth management should be simple, accessible, and tailored to your unique goals.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 15 | 11 contacts → | ||||
Exact match “Kurv delivers actively managed, tax-efficient strategies to investors of all sizes.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 16 | 10 contacts → | ||||
Exact match “FutureAdvisor is an award-winning digital wealth management firm serving client households nationwide from our offices in San Francisco.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 17 | 10 contacts → | ||||
Exact match “BUNKER es un asesor financiero digital incorporado y regulado en Estados Unidos.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 18 | 8 contacts → | ||||
Exact match “The Great Gable is one of the highest mountain peaks in England, located in the Lake District.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “RHS Financial is a boutique wealth management firm helping tech professionals think bigger about their wealth through the power of aspirational financial planning® and…” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “Fingage® is a financial technology platform offering RIAs the tools to automate and scale their investment workflow while personalizing their investment offerings.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “At Finna, we’re changing the rules of private investing.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “Macroaxis is a sophisticated, yet simple to use personalized investment management service.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “Accountable Finance provides a simple, powerful platform that empowers investors to make smarter, data-driven decisions.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “Ursa's mission is to make everyone an investor.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “UNION SQUARE Global Wealth Management is a company based out of San Francisco, California, United States.” 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 25 of 52 digital wealth management companies based in San Francisco, United States
See the full list, filter by size, metro and specialty, and access 804 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Digital wealth management companies based in San Francisco, 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 San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 52 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 San Francisco, 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 804 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 San Francisco, United States?
RevenueBase identified 52 company matches for digital wealth management companies associated with San Francisco, 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?
Wells Fargo Private Bank 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).
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 804 professional contacts with verified work emails tracked across these 52 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 52 digital wealth management companies based in San Francisco, United States. Start with a free account, no credit card.
Download this list →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 Chicago, 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 Argentina
- Digital wealth management companies based in Australia
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
- 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 25 digital wealth management companies based in San Francisco, 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 52 matching company records for digital wealth management companies based in San Francisco, United States, with 1,697 tracked contacts and 804 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 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 25 digital wealth management companies based in San Francisco, 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 |  Wells Fargo Private Bankwellsfargo.comHQ: San Francisco, CA, United StatesReported employees: 10001+ | San Francisco, CA, United States | 10001+ | Exact match | 676 contacts → |
“As one of the nation’s leading providers of wealth management services, Wells Fargo Private Bank has extensive experience and a wide range of resources to help you achieve your…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Jordan Park Groupjordanpark.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 191 contacts → |
“Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Perigon Wealth Managementperigonwealth.comHQ: San Francisco, United StatesReported employees: 51-200 | San Francisco, United States | 51-200 | Exact match | 138 contacts → |
“Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Myvestmyvest.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 121 contacts → |
“MyVest builds enterprise wealth management technology for the digital age.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Robertson Stephensrscapital.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 105 contacts → |
“Robertson Stephens is a wealth management firm striving to provide comprehensive and innovative investment strategies and wealth solutions to our clients through an intelligent…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  BEEMtrybeem.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 102 contacts → |
“We're building the Unified Managed Account (UMA) for everyone.Today, UMAs (AKA SMAs) are a $3.7 trillion market, but they require $300K minimums, charge 1-3% annual fees, and…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Sigfigsigfig.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 27 contacts → |
“SigFig innovates best-in-class financial technology focused on putting the customer at the center of the financial services experience.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  FRECfrec.comHQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 25 contacts → |
“We believe everyone deserves access to better and smarter ways to manage their money.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Grafinitigrafiniti.comHQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 16 contacts → |
“A next generation AI-enabled market intelligence platform for the asset and wealth management industry.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Stratifi Technologies INCstratifi.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 15 contacts → |
“StratiFi is an AI-powered platform that streamlines investment workflows for wealth managers by integrating risk management, compliance, and investment strategies into one unified…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Raseed Investt.coHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 14 contacts → |
“Invest in your financial future.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Goodfingoodfin.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 12 contacts → |
“Goodfin is reimagining private wealth in the era of AI.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Finvestgetfinvest.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 12 contacts → |
“Finn is your personal wealth manager that knows your money, plans ahead, and gets things done.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Alphansoalphanso.aiHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 11 contacts → |
“At Alphanso, we believe wealth management should be simple, accessible, and tailored to your unique goals.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Kurv Investment Managementkurvinvest.comHQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 11 contacts → |
“Kurv delivers actively managed, tax-efficient strategies to investors of all sizes.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Futureadvisorfutureadvisor.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 10 contacts → |
“FutureAdvisor is an award-winning digital wealth management firm serving client households nationwide from our offices in San Francisco.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Bunkerbunkerinvest.usHQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 10 contacts → |
“BUNKER es un asesor financiero digital incorporado y regulado en Estados Unidos.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Great Gable Investments, LLCgreatgable.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 8 contacts → |
“The Great Gable is one of the highest mountain peaks in England, located in the Lake District.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | RHS Financialrhsfinancial.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“RHS Financial is a boutique wealth management firm helping tech professionals think bigger about their wealth through the power of aspirational financial planning® and…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Fingagefingage.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Fingage® is a financial technology platform offering RIAs the tools to automate and scale their investment workflow while personalizing their investment offerings.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Finna INCfinnaam.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 6 contacts → |
“At Finna, we’re changing the rules of private investing.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Macroaxis LLCmacroaxis.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“Macroaxis is a sophisticated, yet simple to use personalized investment management service.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Accountable Financeaccountable.financeHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“Accountable Finance provides a simple, powerful platform that empowers investors to make smarter, data-driven decisions.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  URSAursavest.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 3 contacts → |
“Ursa's mission is to make everyone an investor.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Union Square Global Wealth Managementusqglobalwealth.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“UNION SQUARE Global Wealth Management is a company based out of San Francisco, California, United States.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 52 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
51 records in the displayed employee bands.
1 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 San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 52 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 San Francisco, United States?
The saved snapshot records 52 matching company records, 1,697 tracked contacts and 804 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 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 Chicago, 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 Argentina
- Digital wealth management companies based in Australia
Cite this list
RevenueBase Data Team. Top 25 digital wealth management companies based in San Francisco, United States. Snapshot: September 15, 2026. https://revenuebase.ai/companies/digital-wealth-management-companies/united-states/san-francisco.
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 25 digital wealth management companies based in San Francisco, United States
RevenueBase records 52 matching company records for digital wealth management companies based in San Francisco, United States, with 1,697 tracked contacts and 804 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 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 25 digital wealth management companies based in San Francisco, 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 | Wells Fargo Private Bankwellsfargo.com HQ: San Francisco, CA, United StatesReported employees: 10001+ | San Francisco, CA, United States | 10001+ | Exact match | 676 contacts → |
“As one of the nation’s leading providers of wealth management services, Wells Fargo Private Bank has extensive experience and a wide range of resources to help you achieve your…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Jordan Park Groupjordanpark.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 191 contacts → |
“Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Perigon Wealth Managementperigonwealth.com HQ: San Francisco, United StatesReported employees: 51-200 | San Francisco, United States | 51-200 | Exact match | 138 contacts → |
“Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Myvestmyvest.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 121 contacts → |
“MyVest builds enterprise wealth management technology for the digital age.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Robertson Stephensrscapital.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 105 contacts → |
“Robertson Stephens is a wealth management firm striving to provide comprehensive and innovative investment strategies and wealth solutions to our clients through an intelligent…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | BEEMtrybeem.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 102 contacts → |
“We're building the Unified Managed Account (UMA) for everyone.Today, UMAs (AKA SMAs) are a $3.7 trillion market, but they require $300K minimums, charge 1-3% annual fees, and…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Sigfigsigfig.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 27 contacts → |
“SigFig innovates best-in-class financial technology focused on putting the customer at the center of the financial services experience.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | FRECfrec.com HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 25 contacts → |
“We believe everyone deserves access to better and smarter ways to manage their money.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Grafinitigrafiniti.com HQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 16 contacts → |
“A next generation AI-enabled market intelligence platform for the asset and wealth management industry.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Stratifi Technologies INCstratifi.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 15 contacts → |
“StratiFi is an AI-powered platform that streamlines investment workflows for wealth managers by integrating risk management, compliance, and investment strategies into one unified…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Raseed Investt.co HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 14 contacts → |
“Invest in your financial future.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Goodfingoodfin.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 12 contacts → |
“Goodfin is reimagining private wealth in the era of AI.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Finvestgetfinvest.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 12 contacts → |
“Finn is your personal wealth manager that knows your money, plans ahead, and gets things done.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Alphansoalphanso.ai HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 11 contacts → |
“At Alphanso, we believe wealth management should be simple, accessible, and tailored to your unique goals.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Kurv Investment Managementkurvinvest.com HQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 11 contacts → |
“Kurv delivers actively managed, tax-efficient strategies to investors of all sizes.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Futureadvisorfutureadvisor.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 10 contacts → |
“FutureAdvisor is an award-winning digital wealth management firm serving client households nationwide from our offices in San Francisco.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Bunkerbunkerinvest.us HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 10 contacts → |
“BUNKER es un asesor financiero digital incorporado y regulado en Estados Unidos.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Great Gable Investments, LLCgreatgable.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 8 contacts → |
“The Great Gable is one of the highest mountain peaks in England, located in the Lake District.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | RHS Financialrhsfinancial.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“RHS Financial is a boutique wealth management firm helping tech professionals think bigger about their wealth through the power of aspirational financial planning® and…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Fingagefingage.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Fingage® is a financial technology platform offering RIAs the tools to automate and scale their investment workflow while personalizing their investment offerings.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Finna INCfinnaam.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 6 contacts → |
“At Finna, we’re changing the rules of private investing.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Macroaxis LLCmacroaxis.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“Macroaxis is a sophisticated, yet simple to use personalized investment management service.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Accountable Financeaccountable.finance HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“Accountable Finance provides a simple, powerful platform that empowers investors to make smarter, data-driven decisions.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | URSAursavest.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 3 contacts → |
“Ursa's mission is to make everyone an investor.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Union Square Global Wealth Managementusqglobalwealth.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“UNION SQUARE Global Wealth Management is a company based out of San Francisco, California, United States.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 52 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
51 records in the displayed employee bands.
1 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 San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 52 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 San Francisco, United States?
The saved snapshot records 52 matching company records, 1,697 tracked contacts and 804 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 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 Chicago, 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 Argentina
- Digital wealth management companies based in Australia
Cite this list
RevenueBase Data Team. Top 25 digital wealth management companies based in San Francisco, United States. Snapshot: September 15, 2026. https://revenuebase.ai/companies/digital-wealth-management-companies/united-states/san-francisco.
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