Company lists · Data refreshed October 2026

Top 25 Digital wealth management firms based in San Francisco, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 11, 2026 93 companies tracked

RevenueBase identified 93 company matches for digital wealth management firms associated with San Francisco, United States as of October 2026 and tracks 2,039 professional contacts across them, including 930 with verified work emails. Across the United States, New York is the largest hub for this category (232 companies); San Francisco has 93.

This list covers company matches for digital wealth management firms 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 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

93Companies

2,039Contacts tracked

930Verified emails

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The 25 largest digital wealth management firms based in San Francisco, United States

Ranked by team size

Top 25 of 93 company matches for digital wealth management firms based in San Francisco, 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	Wells Fargo Private Bank	Exact match	San Francisco, CA, United StatesHQ recorded Oct 11, 2026	10001+	430 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 · Oct 11, 2026 · View company records in RevenueBase
2	Jordan Park Group	Exact match	San Francisco, CA, United StatesHQ recorded Oct 11, 2026	51-200	201 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 · Oct 11, 2026 · View company records in RevenueBase
3	Perigon Wealth Management	Exact match	San Francisco, United StatesHQ recorded Oct 11, 2026	51-200	149 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 · Oct 11, 2026 · View company records in RevenueBase
4	First Republic Private Wealth Management	Exact match	San Francisco, United StatesHQ recorded Oct 11, 2026	501-1,000	138 contacts →
	Exact match “First Republic is now part of JPMorgan Chase.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
5	Parallel Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 11, 2026	51-200	136 contacts →
	Exact match “Parallel Advisors is a registered, independent wealth management firm.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
6	Robertson Stephens	Exact match	San Francisco, CA, United StatesHQ recorded Oct 11, 2026	51-200	118 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 · Oct 11, 2026 · View company records in RevenueBase
7	Myvest	Exact match	San Francisco, CA, United StatesHQ recorded Oct 11, 2026	51-200	114 contacts →
	Exact match “MyVest builds enterprise wealth management technology for the digital age.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
8	Compound	Exact match	San Francisco, CA, United StatesHQ recorded Oct 11, 2026	51-200	114 contacts →
	Exact match “Compound Planning is your digital family office, a single place to manage your taxes, investments, borrowing and more.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
9	BEEM	Exact match	San Francisco, CA, United StatesHQ recorded Oct 11, 2026	51-200	101 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 · Oct 11, 2026 · View company records in RevenueBase
10	FREC	Exact match	San Francisco, United StatesHQ recorded Oct 11, 2026	11-50	32 contacts →
	Exact match “We believe everyone deserves access to better and smarter ways to manage their money.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
11	Syon Capital	Exact match	San Francisco, CA, United StatesHQ recorded Oct 11, 2026	11-50	22 contacts →
	Exact match “At Syon Capital we dedicate ourselves to advising a select number of the nation’s wealthiest families, executives, and entrepreneurs, striving to build thoughtfully curated and…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
12	Colchis Capital Management, LP	Exact match	San Francisco, CA, United StatesHQ recorded Oct 11, 2026	11-50	20 contacts →
	Exact match “Colchis Capital Management is an investment management firm headquartered in San Francisco, California.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
13	Stratifi Technologies INC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 11, 2026	11-50	19 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 · Oct 11, 2026 · View company records in RevenueBase
14	Baer Investment Advisory LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 11, 2026	1-10	18 contacts →
	Exact match “BIA specializes in providing high quality, customized investment solutions and outstanding service to clients.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
15	True Capital Management	Exact match	San Francisco, CA, United StatesHQ recorded Oct 11, 2026	201-500	15 contacts →
	Exact match “TRUE Capital was founded in 2007 with the goal of creating an open-architecture wealth management platform specifically designed for professional athletes, entertainers, and…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
16	Twin Peaks Wealth Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Oct 11, 2026	11-50	15 contacts →
	Exact match “We believe everyone can reach his or her goals through repeatable, intentional actions.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
17	Goodfin	Exact match	San Francisco, CA, United StatesHQ recorded Oct 11, 2026	11-50	14 contacts →
	Exact match “Goodfin is reimagining private wealth in the era of AI.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
18	Kurv Investment Management	Exact match	San Francisco, United StatesHQ recorded Oct 11, 2026	1-10	14 contacts →
	Exact match “Kurv delivers actively managed, tax-efficient strategies to investors of all sizes.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
19	Intellectus Partners, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 11, 2026	11-50	13 contacts →
	Exact match “Your business fuels your wealth.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
20	Alphanso	Exact match	San Francisco, CA, United StatesHQ recorded Oct 11, 2026	1-10	12 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 · Oct 11, 2026 · View company records in RevenueBase
21	Futureadvisor	Exact match	San Francisco, CA, United StatesHQ recorded Oct 11, 2026	51-200	12 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 · Oct 11, 2026 · View company records in RevenueBase
22	Montcalm	Exact match	San Francisco, CA, United StatesHQ recorded Oct 11, 2026	1-10	11 contacts →
	Exact match “Montcalm is a San Francisco-based wealth management and capital markets trading firm that blends expert investing with new economy sustainability and independent vision.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
23	Grafiniti	Exact match	San Francisco, United StatesHQ recorded Oct 11, 2026	1-10	11 contacts →
	Exact match “A next generation AI-enabled market intelligence platform for the asset and wealth management industry.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
24	Finvest	Exact match	San Francisco, CA, United StatesHQ recorded Oct 11, 2026	201-500	10 contacts →
	Exact match “Finvest is an investment platform which makes it easy to invest your money into fixed income assets like US Treasuries and Bonds.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
25	Sigfig	Exact match	San Francisco, CA, United StatesHQ recorded Oct 11, 2026	201-500	8 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 · 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 25 of 93 digital wealth management firms based in San Francisco, United States

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

As of Oct 11, 2026

45.6%Verified-email coverage

21.9Average contacts per company

1-10Median size (employees)

Oct 11, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

10001+

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 93 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 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 930 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 San Francisco, United States?

RevenueBase identified 93 company matches for digital wealth management firms associated with San Francisco, 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?

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 firms?

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

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 930 professional contacts with verified work emails tracked across these 93 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.