Company lists · Data refreshed September 2026

Top 24 Digital wealth management platforms based in Overland Park, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 34 companies tracked

RevenueBase identified 34 digital wealth management platforms headquartered in Overland Park, United States as of September 2026 and tracks 2,085 professional contacts across them, including 1,087 with verified work emails. Across the United States, New York is the largest hub for this category (198 companies); Overland Park has 34.

This list covers digital wealth management platforms headquartered in Overland Park, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

34Companies

2,085Contacts tracked

1,087Verified emails

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The 24 largest digital wealth management platforms based in Overland Park, United States

Ranked by team size

Top 24 of 34 digital wealth management platforms based in Overland Park, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to digital wealth management platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Mariner	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,828 contacts →
	Partial evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 28, 2026
2	Creativeone Wealth	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	11-50	33 contacts →
	Strong evidence “At CreativeOne Wealth, we deliver technology-driven wealth management tools alongside high-touch consultation to create firm efficiencies for independent investment adviser…” Source: RevenueBase Database · checked Sep 28, 2026
3	TAX Favored Benefits, INC	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	11-50	33 contacts →
	Indirect evidence “At Tax Favored Benefits (TFB), we serve as a partner in helping individuals, families and business owners achieve financial success.” Source: RevenueBase Database · checked Sep 28, 2026
4	Greenup Wealth	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	11-50	22 contacts →
	Partial evidence “The GreenUp personalized approach offers you customized investment management, financial planning tailored to your unique goals, income strategies to meet your long-term…” Source: RevenueBase Database · checked Sep 28, 2026
5	Caliber Wealth Management	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	11-50	20 contacts →
	Indirect evidence “We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities.” Source: RevenueBase Database · checked Sep 28, 2026
6	Bcwm, LLC	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Strong evidence “BCWM, LLC has a long heritage of serving the complex financial management needs of wealthy individuals, families and institutions around the nation.” Source: RevenueBase Database · checked Sep 28, 2026
7	Prime Capital Investment Advisors	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	201-500	13 contacts →
	Indirect evidence “Prime Capital Investment Advisors (PCIA) is a dynamic, growth-oriented company with offices spread across the United States.” Source: RevenueBase Database · checked Sep 28, 2026
8	Paragon Capital Management, LLC	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	1-10	12 contacts →
	Partial evidence “Paragon Capital Management is an RIA that offers individualized investment management utilizing individual stocks, bonds, structured products and alternative investments, as well…” Source: RevenueBase Database · checked Sep 28, 2026
9	Financial Partners Group, Inc. Wealth Management	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Strong evidence “Comprehensive fee-based wealth management for business owners, executives, professionals and other affluent clients.” Source: RevenueBase Database · checked Sep 28, 2026
10	Infinity Wealth Partners	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Partial evidence “Infinity Wealth Partners is a financial services firm dedicated to simplifying and optimizing your financial journey.” Source: RevenueBase Database · checked Sep 28, 2026
11	Beyond Wealth	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “Beyond Wealth is a fiduciary financial advisory firm helping people go beyond wealth and put their resources toward building a better life.” Source: RevenueBase Database · checked Sep 28, 2026
12	Grant Capital	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “Grant Capital brings fundamental, quantitative and technical analysis all together under one roof to help build and preserve your wealth.” Source: RevenueBase Database · checked Sep 28, 2026
13	Security Investment Center	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Strong evidence “Our company focuses on access to full-service wealth management and specialized financial planning.” Source: RevenueBase Database · checked Sep 28, 2026
14	Wilborn Advisors	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “Wilborn Advisors is a performance driven wealth management firm with a focus on investment management and financial planning.” Source: RevenueBase Database · checked Sep 28, 2026
15	Intellicents Personal CFO	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	51-200	5 contacts →
	Indirect evidence “Still all your “True” teammates and the advice you’re used to – but with a new look, elevated services team, and bigger brand (and brain) name.” Source: RevenueBase Database · checked Sep 28, 2026
16	MN Wealth Advisors	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “At MN Wealth Advisors, we take the time to understand each client's unique situation and develop a customized plan that takes into account both short-term and long-term objectives.” Source: RevenueBase Database · checked Sep 28, 2026
17	Providence Financial Advisors, LLC	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Selecting an investment advisor is one of the most important decisions you will make and requires a high level of trust.” Source: RevenueBase Database · checked Sep 28, 2026
18	Coble Mccune Wealthplan Partners, INC	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “Investment and Wealth Management Firm Member SIPC About the advisors at COBLE MCCUNE WEALTH MANAGEMENT-Specializing in leading clients' strategic planning to work towards asset…” Source: RevenueBase Database · checked Sep 28, 2026
19	Impact Wealth Planners	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “We recognize wealth is more than money, and money is nothing more than a tool.” Source: RevenueBase Database · checked Sep 28, 2026
20	Allos Investment Advisors , LLC	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	11-50	3 contacts →
	Partial evidence “Planning for Your Future Doesn't Have to Feel Overwhelming or Out of Reach From long-term investment management to one-time guidance around a specific financial goal, Allos offers…” Source: RevenueBase Database · checked Sep 28, 2026
21	Trimble Wealth Advisors	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “At Trimble Wealth Advisors we believe true wealth is more than just money.” Source: RevenueBase Database · checked Sep 28, 2026
22	BLW Wealth Management	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	11-50	2 contacts →
	Partial evidence “At BLW, our collaborative, convenient approach to asset management creates a clear path to your financial future.” Source: RevenueBase Database · checked Sep 28, 2026
23	Roadmap Wealth Management, LLC	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Strong evidence “ROADMAP WEALTH MANAGEMENT, LLC is a company based out of 9915 BROADMOOR ST, Overland Park, Kansas, United States.” Source: RevenueBase Database · checked Sep 28, 2026
24	Overland Park Wealth Management	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Strong evidence “Advisory Services offered through Overland Park Wealth Management, a State of Kansas Registered Investment Advisor specializing in wealth management and investment advisory…” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: digital wealth management platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names digital wealth management platforms.
Partial evidence: Its own public description names part of digital wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name digital wealth management platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 24 of 34 digital wealth management platforms based in Overland Park, United States

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Digital wealth management platforms based in Overland Park, United States at a glance

As of Sep 28, 2026

52.1%Verified-email coverage

61.3Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Overland Park, so it is reported there. Company counts and contact totals on this page are exact for Overland Park, over 34 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among digital wealth management platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Overland Park, United States whose own description of what they do matches “digital wealth management platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names digital wealth management platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among digital wealth management platforms, and records with no verified work email. Companies headquartered outside Overland Park are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 1,087 across the full list. 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.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Digital wealth management platforms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names digital wealth management platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many digital wealth management platforms are there based in Overland Park, United States?

RevenueBase identified 34 digital wealth management platforms headquartered in Overland Park, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Mariner, headquartered in Overland Park, tops this list with the largest team on record.

Which city in the United States has the most digital wealth management platforms?

New York leads the United States with 198 headquartered companies, followed by San Francisco (90) and Atlanta (84). Overland Park has 34.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,087 verified decision-maker contacts tracked across these 34 companies.

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 Smart Search, 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.