Company lists · Data refreshed September 2026

Top 19 Digital wealth management platforms based in Boca Raton, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 32 companies tracked

RevenueBase identified 32 company matches for digital wealth management platforms associated with Boca Raton, United States as of September 2026 and tracks 223 professional contacts across them, including 74 with verified work emails. Across the United States, New York is the largest hub for this category (215 companies); Boca Raton has 32.

This list covers company matches for digital wealth management platforms associated with Boca Raton, 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 28, 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 Sep 28, 2026 How this list was built

32Companies

223Contacts tracked

74Verified emails

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The 19 largest digital wealth management platforms based in Boca Raton, United States

Ranked by team size

Top 19 of 32 company matches for digital wealth management platforms based in Boca Raton, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	ETNA	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 28, 2026	51-200	81 contacts →
	Exact match “ETNA is a software development company empowering brokers, dealers, and financial advisors with trading, wealth management, and back-office solutions for 22+ years.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Lawless, Edwards And Warren	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “Founded in 1994, Lawless, Edwards & Warren - Wealth Management consists of highly-credentialed and skilled financial advisors who practice as client advocates assisting with…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Wealth Empowerment Financial Strategies	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 28, 2026	11-50	12 contacts →
	Exact match “Our responsibility to our clients comes first.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Benchmark Financial Wealth Advisors	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 28, 2026	1-10	11 contacts →
	Exact match “Benchmark Financial Wealth Advisors is an independent advisory firm providing wealth guidance, investment management, financial planning and qualified retirement plan services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Wealthcare Financial	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “From the beginning, WealthCare Financial was created to educate and plan for our client’s unique goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Generations Wealth Advisors	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “Our Wealth Advisory Team has broad planning experience, extensive knowledge and strong analytical skills.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Financial Trust Asset Management	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “Financial Trust Asset Management empowers investors and investment professionals to achieve financial success through trusted relationships, expert guidance, and personalized…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	The Bridge Group INC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 28, 2026	11-50	7 contacts →
	Exact match “The Bridge Group is a firm of experienced employee and personal financial professionals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Stonebrook Wealth Partners	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Stonebrook Wealth Partners provides financial guidance, investment management, and retirement planning services to individuals, families, businesses, and organizations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Greener Path Retirement Planning	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Greener Path Retirement has the flexibility to offer clients access to a wide range of non-proprietary products and services - without the obligation to sell any particular…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	The Alin Financial Group	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “My mission is to combine in-depth investment product knowledge with the highest quality service to help my clients build wealth in a manner consistent with their goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Diversified Financial Solutions, INC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “For many, understanding every aspect of personal finance can be daunting.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	The Emerald Financial Group	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Our mission is to change the way you receive financial advice.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Swan Wealth Management Group, INC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “SWAN Wealth Management Group helps individuals and families manage, preserve and transition their wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Matrix Financial Group	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “At Matrix Financial Group, we provide comprehensive financial planning services, estate planning and wealth management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Ulin & Co. Wealth Management	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “is a trusted, independent based in Boca Raton, Florida, serving successful individuals, families, retirees, business owners, and entrepreneurs since 2002-locally and nationwide.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	NEW Bridge Securities	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 28, 2026	11-50	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Bishop Capital Advisors LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Bishop Capital Advisors LLC is an independent boutique Registered Investment Advisor (RIA) providing investment management, wealth planning, and Personal CFO services for…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Financial Connection, INC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Financial Connection was founded in 1988 to provide Financial Planning, Asset & Wealth Management, and Employee Benefit services to Individuals, Families, Businesses and Other…” Recorded in the RevenueBase company graph · Sep 28, 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 platforms”. 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 19 of 32 digital wealth management platforms based in Boca Raton, United States

See the full list, filter by size, metro and specialty, and access 74 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Digital wealth management platforms based in Boca Raton, United States at a glance

As of Sep 28, 2026

33.2%Verified-email coverage

7.0Average contacts per company

1-10Median size (employees)

Sep 28, 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 Boca Raton, so it is reported there. Company counts and contact totals on this page are exact for Boca Raton, over 32 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 Boca Raton, United States whose business descriptions match “digital wealth management platforms” 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 74 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 28, 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 platforms 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 platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many digital wealth management platforms are there based in Boca Raton, United States?

RevenueBase identified 32 company matches for digital wealth management platforms associated with Boca Raton, 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?

ETNA 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 platforms?

New York leads the United States with 215 company records, followed by San Francisco (90) and Atlanta (84). Boca Raton has 32.

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 74 professional contacts with verified work emails tracked across these 32 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 28, 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.