Company lists · Data refreshed October 2026

Top 25 Elder care financial services based in New York, United States

Name: Elder care financial services based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 11, 2026 70 companies tracked

RevenueBase identified 70 company matches for elder care financial services associated with New York, United States as of October 2026 and tracks 3,948 professional contacts across them, including 2,178 with verified work emails. Across the United States, Houston is the largest hub for this category (80 companies); New York follows with 70.

This list covers company matches for elder care financial services associated with New York, 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

70Companies

3,948Contacts tracked

2,178Verified emails

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The 25 largest elder care financial services based in New York, United States

Ranked by team size

Top 25 of 70 company matches for elder care financial services based in New York, 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	Equitable	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	5,001-10,000	3,099 contacts →
	Exact match “Equitable is one of America’s leading financial services companies.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
2	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	201-500	338 contacts →
	Exact match “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
3	Fifth Avenue Financial	Exact match	New York, United StatesHQ recorded Oct 11, 2026	201-500	92 contacts →
	Exact match “Fifth Avenue Financial (FAF), the largest general agency within the MassMutual family of firms, is a distinguished financial services company.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
4	Massmutual Metro NEW York	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	51-200	47 contacts →
	Exact match “At MassMutual Metro New York, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
5	Park Avenue Capital	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	11-50	44 contacts →
	Exact match “A leading Northwestern Mutual wealth management firm that provides financial planning for high-net-worth families.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
6	Capital Management Group	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	11-50	41 contacts →
	Exact match “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
7	Drucker Wealth	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	1-10	18 contacts →
	Exact match “At Drucker Wealth we approach things a little differently.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
8	Kilter Group	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	1-10	12 contacts →
	Exact match “Kilter Group is an independent, innovative financial services firm at the forefront of the industry.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
9	Clearview Financial Solutions	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	1-10	7 contacts →
	Exact match “ClearView Financial Solutions was founded in 2015 by Paul Mass, a financial planner and industry veteran who has been providing guidance to executives and business owners since…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
10	Eddy & Schein Group	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	1-10	7 contacts →
	Exact match “Eddy & Schein Group provides clients with management and coordination of personal, financial, legal and insurance matters.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
11	Vital Planning Group	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	1-10	6 contacts →
	Exact match “Vital Planning Group is dedicated to providing thoughtful advice and innovative solutions in the key areas of financial management and wealth preservation.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
12	Peller And Company, LLC	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	1-10	5 contacts →
	Exact match “At Peller and Company, it is our mission to simplify the worlds of tax planning, estate planning, and retirement planning for all of our clients and friends, by navigating the…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
13	Awoye Capital	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	1-10	5 contacts →
	Exact match “At Awoye Capital, we stand at the intersection of advice, asset management, and financial protection.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
14	Oladipo Wealth Management	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	1-10	5 contacts →
	Exact match “We are a financial planning and wealth management firm specializing in creating customized investment portfolios and life insurance strategies for our clients.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
15	Next Pronto Capital Advisors	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	1-10	4 contacts →
	Exact match “We provide transformative Financial Planning solutions to families and individuals.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
16	Madison Avenue Advisors	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	1-10	3 contacts →
	Exact match “Welcome, we're Madison Avenue Advisors, LLC, a financial organization in New York, NY.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
17	Seraphim Capital Management	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “At SCM, we recognize that making investment decisions is one of life's most challenging tasks.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
18	BH Wealth Mangement	Exact match	New York, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “BH Wealth Management offers comprehensive Life, Financial, and Investment planning for our clients.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
19	MY Elder	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “We place your loved one’s needs first to ensure they receive the quality of care they deserve.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
20	Servet Wealth Management	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “We are a Wealth Management services company” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
21	Moreno Capital Management	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “Empathy, integrity, and dedication to improving the lives of others are among the core attributes behind Daniel Moreno and the foundation of his financial services practice.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
22	Network Agency INC	Exact match	New York, United StatesHQ recorded Oct 11, 2026	51-200	2 contacts →
	Exact match “Network Agency Inc was founded in 1990 by Angelo J.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
23	JK Daily Money Management	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “For more than 25 years, John Kennedy, Founder of JK Daily Money Management, had been in the financial services industry, spending much of that time serving the needs of the…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
24	Wealthcare For Health	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	1-10	1 contacts →
	Exact match “Welcome to WealthCare for Health, where we believe our Clients deserve a Financially Well Life.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
25	Pope Wealth Planning, LLC	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	1-10	1 contacts →
	Exact match “Pope Wealth Planning works with busy professionals, business owners and folks nearing retirement.” 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 “elder care financial services”. 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 70 elder care financial services based in New York, United States

See the full list, filter by size, metro and specialty, and access 2,178 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Elder care financial services based in New York, United States at a glance

As of Oct 11, 2026

55.2%Verified-email coverage

56.4Average contacts per company

1-10Median size (employees)

Oct 11, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

5,001-10,000

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 70 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 New York, United States whose business descriptions match “elder care financial services” 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 2,178 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.

Elder care financial services 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 “elder care financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many elder care financial services are there based in New York, United States?

RevenueBase identified 70 company matches for elder care financial services associated with New York, 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?

Equitable 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 elder care financial services?

Houston leads the United States with 80 company records, followed by New York (70) and Scottsdale (66).

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 2,178 professional contacts with verified work emails tracked across these 70 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.