Company lists · Data refreshed October 2026

Top 20 Digital wealth management firms based in Miami, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 11, 2026 63 companies tracked

RevenueBase identified 63 company matches for digital wealth management firms associated with Miami, United States as of October 2026 and tracks 474 professional contacts across them, including 64 with verified work emails. Across the United States, New York is the largest hub for this category (232 companies); Miami has 63.

This list covers company matches for digital wealth management firms associated with Miami, 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 October 11, 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 Oct 11, 2026 How this list was built

63Companies

474Contacts tracked

64Verified emails

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The 20 largest digital wealth management firms based in Miami, United States

Ranked by team size

Top 20 of 63 company matches for digital wealth management firms based in Miami, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 11, 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	Perfect Circle INC	Exact match	Miami, FL, United StatesHQ recorded Oct 11, 2026	51-200	62 contacts →
	Exact match “We are a Wealth Management Firm that designs comprehensive plans according to your life goals.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
2	Creand Wealth Management Beta Capital	Exact match	Miami, FL, United StatesHQ recorded Oct 11, 2026	11-50	29 contacts →
	Exact match “Creand Wealth Management (Beta Capital Securities, LLC and Beta Capital Management, LLC), was founded in Miami in 1995 as a group of affiliated financial entities involved in…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
3	Capsync	Exact match	Miami, FL, United StatesHQ recorded Oct 11, 2026	11-50	19 contacts →
	Exact match “CapSync is a digital personal financial statement platform that empowers estate planners and wealth management teams with real-time data, enabling faster and more efficient…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
4	Ballestas Group	Exact match	Miami, FL, United StatesHQ recorded Oct 11, 2026	1-10	13 contacts →
	Exact match “Ballestas Group is a registered investment advisory (RIA) providing a fully integrated solution in private wealth management to help you organize and preserve your assets…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
5	BCP Global	Exact match	Miami, FL, United StatesHQ recorded Oct 11, 2026	1-10	11 contacts →
	Exact match “BCP Global is a provider of digital solutions for financial advisors and financial institutions.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
6	Chapman And Cardwell Capital Management	Exact match	Miami, FL, United StatesHQ recorded Oct 11, 2026	1-10	9 contacts →
	Exact match “We’re a well-established team that knows what to look for when it comes to looking after you – from the big picture of all your holdings to the smallest detail in each financial…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
7	ARQA	Exact match	Miami, FL, United StatesHQ recorded Oct 11, 2026	11-50	9 contacts →
	Exact match “ARQA is on a mission to empower high-net-worth individuals, family offices, investment advisors, and institutions by delivering swift and insightful access to extensive…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
8	Harbor Ithaka	Exact match	Miami, FL, United StatesHQ recorded Oct 11, 2026	1-10	9 contacts →
	Exact match “Harbor Ithaka investment advisor focused on assisting ultra high net-worth clients, single-family offices and select financial institutions understand, track and manage global…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
9	Ocean Financial Services	Exact match	Miami, FL, United StatesHQ recorded Oct 11, 2026	11-50	8 contacts →
	Exact match “At Ocean Financial Services, we deliver personalized financial journeys inspired by you.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
10	Sulzberger Capital Advisors	Exact match	Miami, FL, United StatesHQ recorded Oct 11, 2026	1-10	7 contacts →
	Exact match “Sulzberger Capital Advisors works with individual U.S.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
11	Numa Americas Corp	Exact match	Miami, FL, United StatesHQ recorded Oct 11, 2026	11-50	7 contacts →
	Exact match “Wealth management advisory firm” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
12	Green Grove Wealth Management	Exact match	Miami, FL, United StatesHQ recorded Oct 11, 2026	1-10	6 contacts →
	Exact match “Green Grove is a wealth management firm that enables individuals and families to attain and live out their best life.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
13	ASI Family Office	Exact match	Miami, FL, United StatesHQ recorded Oct 11, 2026	1-10	6 contacts →
	Exact match “We promise effective and comprehensive wealth management for you, your family and your business.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
14	Matriarch Wealth Management	Exact match	Miami, FL, United StatesHQ recorded Oct 11, 2026	1-10	5 contacts →
	Exact match “Everyone has their own definition of success, and it usually goes far beyond financial considerations.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
15	Galicia Capital Us, LLC	Exact match	Miami, FL, United StatesHQ recorded Oct 11, 2026	1-10	5 contacts →
	Exact match “We connect people and companies with global investments.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
16	Anthem Advisors	Exact match	Miami, FL, United StatesHQ recorded Oct 11, 2026	1-10	4 contacts →
	Exact match “Our team has 50 years of combined experience in the Wealth Management Industry.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
17	Venecredit Securities INC	Exact match	Miami, FL, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
18	Maway Global Investments	Exact match	Miami, FL, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “Have you ever considered looking at your investments from a global perspective?” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
19	Evergreen Money	Exact match	Miami, FL, United StatesHQ recorded Oct 11, 2026	11-50	1 contacts →
	Exact match “We’re hard at work creating a wealth management platform that will give you a simple way to grow and manage all of your money in one place in real time.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
20	Rohr Private Wealth Management	Exact match	Miami, FL, United StatesHQ recorded Oct 11, 2026	1-10	1 contacts →
	Exact match “Raul Rohr is the Founder and Managing Director of Rohr Private Wealth Management.” Recorded in the RevenueBase company graph · Oct 11, 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 firms”. 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 20 of 63 digital wealth management firms based in Miami, United States

See the full list, filter by size, metro and specialty, and access 64 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Digital wealth management firms based in Miami, United States at a glance

As of Oct 11, 2026

13.5%Verified-email coverage

7.5Average contacts per company

1-10Median size (employees)

Oct 11, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Miami, so it is reported there. Company counts and contact totals on this page are exact for Miami, over 63 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 Miami, United States whose business descriptions match “digital wealth management firms” 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 64 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 October 11, 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 firms 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 firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many digital wealth management firms are there based in Miami, United States?

RevenueBase identified 63 company matches for digital wealth management firms associated with Miami, United States as of October 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?

Perfect Circle INC 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 firms?

New York leads the United States with 232 company records, followed by Atlanta (93) and San Francisco (93). Miami has 63.

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 64 professional contacts with verified work emails tracked across these 63 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 October 11, 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.