Company lists · Data refreshed October 2026

Top 25 Elder care financial services based in Scottsdale, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 11, 2026 66 companies tracked

RevenueBase identified 66 company matches for elder care financial services associated with Scottsdale, United States as of October 2026 and tracks 713 professional contacts across them, including 131 with verified work emails. Across the United States, Houston is the largest hub for this category (80 companies); Scottsdale has 66.

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

66Companies

713Contacts tracked

131Verified emails

Explore this list → Free signup · no credit card · 500 free credits

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

Ranked by team size

Top 25 of 66 company matches for elder care financial services based in Scottsdale, 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	Goldbook Financial	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 11, 2026	51-200	71 contacts →
	Exact match “At GoldBook Financial, we strive to form a long-lasting relationship with you and serve as your financial advocate.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
2	Bennett & Porter Wealth Management Insurance	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 11, 2026	11-50	32 contacts →
	Exact match “Wealth Management \| Insurance Based in Scottsdale, Arizona, our award-winning and nationally recognized firm currently employs 50+ experienced, certified finance and insurance…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
3	Watermark Wealth Strategies, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 11, 2026	11-50	24 contacts →
	Exact match “Watermark Wealth Strategies was created to answer the call for financial services that steward wealth with responsibility, integrity, and transparency.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
4	RBG Capital, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 11, 2026	1-10	23 contacts →
	Exact match “RBG Capital, LLC is a comprehensive financial services 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
5	Bayntree Wealth Advisors	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 11, 2026	11-50	11 contacts →
	Exact match “Bayntree Wealth Advisors provides comprehensive Financial Planning and Wealth Management services.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
6	Progressive Financial Concepts	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 11, 2026	11-50	9 contacts →
	Exact match “Progressive Financial Concepts provides access to a team of highly trained professionals organized strategically to solve problems and create solutions to advanced areas of wealth…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
7	Suncrest Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 11, 2026	1-10	9 contacts →
	Exact match “We serve a select group of clients nationwide who are either planning for or currently enjoying retirement.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
8	Vineyard Financial Group	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 11, 2026	1-10	8 contacts →
	Exact match “Comprehensive Financial Planning and Wealth Management Services provided by Professionally Certified, Independent Financial Advisors including:* Wealth Management * Investments *…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
9	Carrie Hall And Associates	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 11, 2026	1-10	7 contacts →
	Exact match “We are the catalyst to help you determine objectives for business and estate planning and work with your advisors to take action and complete the plan.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
10	Nextgen Advisors	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 11, 2026	1-10	6 contacts →
	Exact match “NextGen Advisors is a six-person financial advising team that specializes in working with individuals who are preparing for or are currently in retirement.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
11	KEY Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 11, 2026	1-10	6 contacts →
	Exact match “About Us Key Wealth Management was founded with the vision of women empowering women.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
12	Grand Canyon Planning Associates	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 11, 2026	11-50	4 contacts →
	Exact match “Grand Canyon Planning Associates (“GCPA”) is a full service financial and estate planning firm with professionals that have been helping Arizona residents for more than 25 years.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
13	Evervest Financial	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 11, 2026	11-50	4 contacts →
	Exact match “When we talk about financial services, our discussion centers around money and finances – your money and your finances.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
14	Vigilare Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 11, 2026	1-10	4 contacts →
	Exact match “VIGILARE WEALTH MANAGEMENT, LLC is a financial services company based out of 8585 E HARTFORD DR STE 104, SCOTTSDALE, Arizona, United States.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
15	SES Services, Family Of Companies	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 11, 2026	1-10	3 contacts →
	Exact match “We are a boutique financial planning firm that approaches retirement planning holistically, where tax planning come first, leading to a secure retirement income plan, the…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
16	Janus Financial	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 11, 2026	1-10	3 contacts →
	Exact match “Janus Financial is a tax preparation and financial planning firm located in Scottsdale, Arizona.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
17	SC Financial Services, INC	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 11, 2026	1-10	3 contacts →
	Exact match “At SC Financial Services we are business owners helping successful entrepreneurs and high level executives realize their lifestyle vision through creating and implementing…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
18	Jumet Financial	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 11, 2026	51-200	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
19	URA Group AZ	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 11, 2026	11-50	2 contacts →
	Exact match “It is the mission of URA Group AZ to increase the quality of life of each and every person we serve.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
20	Risk Resource	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “Risk Resource is a nationally recognized life insurance firm that specializes in business and estate planning.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
21	Pfeifer Financial	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “We offer state of the art, customized financial planning that provides peace of mind and security for your future.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
22	Money Wise AZ	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “Cristina Acosta is the owner of Money Wise Retirement Planning.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
23	Stronghold Financial	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “Grow and preserve your assets while protecting yourself and your loved ones with Stronghold Financial!” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
24	Wealthpro Financial	Exact match	Scottsdale, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “WealthPro Financial was founded in 2003 with the goal of assisting our clients in every aspect of their financial lives.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
25	Copperwynd Financial	Exact match	Scottsdale, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “At Copperwynd Financial, we are here to guide you on a path to financial security, and help you plan for the expected and anticipate the unexpected.” 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 66 elder care financial services based in Scottsdale, United States

See the full list, filter by size, metro and specialty, and access 131 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

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

As of Oct 11, 2026

18.4%Verified-email coverage

10.8Average contacts per company

1-10Median size (employees)

Oct 11, 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 Scottsdale, so it is reported there. Company counts and contact totals on this page are exact for Scottsdale, over 66 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 Scottsdale, 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 131 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 Scottsdale, United States?

RevenueBase identified 66 company matches for elder care financial services associated with Scottsdale, 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?

Goldbook Financial 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 131 professional contacts with verified work emails tracked across these 66 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.

Ready to reach these companies? Verified emails and direct dials for all 66 elder care financial services based in Scottsdale, United States. Start with a free account, no credit card.

Download this list →

Related lists

Elder care financial services by geography

Browse the directory

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.