Company lists · Data refreshed October 2026

Top 18 Digital wealth management firms based in Omaha, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 11, 2026 28 companies tracked

RevenueBase identified 28 company matches for digital wealth management firms associated with Omaha, United States as of October 2026 and tracks 5,205 professional contacts across them, including 1,152 with verified work emails. Across the United States, New York is the largest hub for this category (232 companies); Omaha has 28.

This list covers company matches for digital wealth management firms associated with Omaha, 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

28Companies

5,205Contacts tracked

1,152Verified emails

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The 18 largest digital wealth management firms based in Omaha, United States

Ranked by team size

Top 18 of 28 company matches for digital wealth management firms based in Omaha, 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	TD Ameritrade	Exact match	Omaha, NE, United StatesHQ recorded Oct 11, 2026	5,001-10,000	3,867 contacts →
	Exact match “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
2	ORION	Exact match	Omaha, NE, United StatesHQ recorded Oct 11, 2026	1,001-5,000	1,081 contacts →
	Exact match “Orion is a leading AI-native wealthtech company transforming the advisor experience through connected technology, intelligent automation, and investment solutions built for growth.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
3	Heritage Financial Services	Exact match	Omaha, NE, United StatesHQ recorded Oct 11, 2026	51-200	41 contacts →
	Exact match “Our Philosophy At Heritage Financial Services, we are committed to continually helping our clients improve their financial prosperity with customized strategies that take into…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
4	Silverleaf Wealth Management	Exact match	Omaha, NE, United StatesHQ recorded Oct 11, 2026	1-10	24 contacts →
	Exact match “At Silverleaf Wealth Management in Omaha, NE, we understand that individuals face unique challenges as they prepare for retirement.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
5	Asset Strategies	Exact match	Omaha, NE, United StatesHQ recorded Oct 11, 2026	11-50	15 contacts →
	Exact match “Asset Strategies was co-founded by Chadd Hoeft & Justin Widick in 2002 with a specific vision on how to manage clients’ assets.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
6	Revolution Group, LLC	Exact match	Omaha, NE, United StatesHQ recorded Oct 11, 2026	1-10	11 contacts →
	Exact match “We are a full-service, custom wealth management firm.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
7	American Wealth Partners	Exact match	Omaha, NE, United StatesHQ recorded Oct 11, 2026	1-10	9 contacts →
	Exact match “American Wealth Partners is a comprehensive wealth management firm committed to helping our clients improve their long-term financial success.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
8	America First Investment Advisors LLC	Exact match	Omaha, NE, United StatesHQ recorded Oct 11, 2026	1-10	7 contacts →
	Exact match “America First Investment Advisors is a financial advisor from the Old School.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
9	Illuminate Financial Group	Exact match	Omaha, NE, United StatesHQ recorded Oct 11, 2026	11-50	7 contacts →
	Exact match “Illuminate Financial Group is an independently owned full service wealth management firm.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
10	Centerpoint Financial Group	Exact match	Omaha, NE, United StatesHQ recorded Oct 11, 2026	1-10	6 contacts →
	Exact match “CenterPoint Financial Group serves a select group of clients by orchestrating all aspects of their financial affairs.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
11	Hiley Hunt Wealth Management	Exact match	Omaha, NE, United StatesHQ recorded Oct 11, 2026	1-10	6 contacts →
	Exact match “Wealth Management takes place in the space where your money and your values meet.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
12	Nelson Murphy Insurance And Investments	Exact match	Omaha, NE, United StatesHQ recorded Oct 11, 2026	1-10	6 contacts →
	Exact match “Nelson Murphy Insurance & Investments are trusted, professional, and approachable wealth advisors in Omaha, NE.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
13	Hightower Omaha	Exact match	Omaha, NE, United StatesHQ recorded Oct 11, 2026	1-10	5 contacts →
	Exact match “At HighTower Omaha, we help you reach for your aspirations, plan for the future and pursue your lifelong goals.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
14	Teckmeyer Financial Services	Exact match	Omaha, NE, United StatesHQ recorded Oct 11, 2026	11-50	5 contacts →
	Exact match “Teckmeyer Financial Services is a financial services company based out of Omaha, Nebraska” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
15	Morey & Quinn Wealth Partners	Exact match	Omaha, NE, United StatesHQ recorded Oct 11, 2026	1-10	5 contacts →
	Exact match “Important Disclosures: https://moreyandquinn.com/disclosures/ Morey & Quinn Wealth Partners are dedicated to helping preserve your financial independence.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
16	Rick Young Financial Services	Exact match	Omaha, NE, United StatesHQ recorded Oct 11, 2026	1-10	4 contacts →
	Exact match “Rick Young Financial Services is a financial services company based out of Omaha Nebraska.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
17	Dufek Financial Management Of Raymond James	Exact match	Omaha, NE, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “Having an experienced investment manager can not only help simplify the complexities of your wealth, it can also help simplify your life.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
18	Keiser Wealth Management	Exact match	Omaha, NE, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.” 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 18 of 28 digital wealth management firms based in Omaha, United States

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

As of Oct 11, 2026

22.1%Verified-email coverage

185.9Average contacts per company

1-10Median size (employees)

Oct 11, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

5,001-10,000

Email recency for this list is measured across the whole United States list rather than for Omaha, so it is reported there. Company counts and contact totals on this page are exact for Omaha, over 28 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 Omaha, 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 1,152 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 Omaha, United States?

RevenueBase identified 28 company matches for digital wealth management firms associated with Omaha, 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?

TD Ameritrade 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). Omaha has 28.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,152 professional contacts with verified work emails tracked across these 28 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.