Company lists · Data refreshed September 2026

Top 25 Embedded wealth management platforms based in Chicago, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 127 companies tracked

RevenueBase identified 127 embedded wealth management platforms headquartered in Chicago, United States as of September 2026 and tracks 32,641 professional contacts across them, including 7,548 with verified work emails. Across the United States, New York is the largest hub for this category (317 companies); Chicago follows with 127.

This list covers embedded wealth management platforms headquartered in Chicago, 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

127Companies

32,641Contacts tracked

7,548Verified emails

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The 25 largest embedded wealth management platforms based in Chicago, United States

Ranked by team size

Top 25 of 127 embedded wealth management platforms based in Chicago, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to embedded 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	Northern Trust	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	10001+	27,212 contacts →
	Strong evidence “As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…” Source: RevenueBase Database · checked Sep 28, 2026
2	Enfusion NOW Cwan	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	5,001-10,000	818 contacts →
	Strong evidence “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Source: RevenueBase Database · checked Sep 28, 2026
3	Hightower Advisors	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1,001-5,000	575 contacts →
	Strong evidence “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Source: RevenueBase Database · checked Sep 28, 2026
4	BMO Wealth Management - U.S	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	5,001-10,000	534 contacts →
	Strong evidence “At BMO Wealth Management, you and your family are at the center of our approach.” Source: RevenueBase Database · checked Sep 28, 2026
5	Ycharts	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	183 contacts →
	Indirect evidence “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Source: RevenueBase Database · checked Sep 28, 2026
6	Geowealth	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	140 contacts →
	Strong evidence “GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Source: RevenueBase Database · checked Sep 28, 2026
7	Zacks Investment Management	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	130 contacts →
	Partial evidence “In 1992, Zacks Investment Management was established as a wholly owned subsidiary of Zacks Investment Research.” Source: RevenueBase Database · checked Sep 28, 2026
8	Halo Investing	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	120 contacts →
	Partial evidence “Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide.” Source: RevenueBase Database · checked Sep 28, 2026
9	Kovitz	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	201-500	110 contacts →
	Partial evidence “Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Source: RevenueBase Database · checked Sep 28, 2026
10	Rothschild Wealth Partners	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	110 contacts →
	Partial evidence “Established in 1908, Rothschild Wealth Partners has grown from a regional brokerage firm into an employee-owned, full-spectrum boutique firm with over $6 billion in assets under…” Source: RevenueBase Database · checked Sep 28, 2026
11	Advyzon	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	108 contacts →
	Strong evidence “In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Source: RevenueBase Database · checked Sep 28, 2026
12	Vestgen Wealth Partners	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	107 contacts →
	Indirect evidence “At VestGen, we’re transforming succession planning.” Source: RevenueBase Database · checked Sep 28, 2026
13	Gresham Partners	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	88 contacts →
	Strong evidence “Gresham Partners is an independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief…” Source: RevenueBase Database · checked Sep 28, 2026
14	Practifi	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	81 contacts →
	Strong evidence “Practifi is the only intelligent CRM built specifically for wealth management firms.” Source: RevenueBase Database · checked Sep 28, 2026
15	Altair Advisers	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	77 contacts →
	Strong evidence “Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services.” Source: RevenueBase Database · checked Sep 28, 2026
16	Arete Wealth	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	69 contacts →
	Strong evidence “Arete Wealth is a diversified financial services firm with more than $6.8B in assets under management.” Source: RevenueBase Database · checked Sep 28, 2026
17	Chicago Partners Wealth Advisors	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	62 contacts →
	Partial evidence “Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations…” Source: RevenueBase Database · checked Sep 28, 2026
18	Vivaldi Capital Management	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	50 contacts →
	Strong evidence “Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Source: RevenueBase Database · checked Sep 28, 2026
19	Vestor Capital, LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	38 contacts →
	Indirect evidence “Founded in 1984, Vestor Capital, LLC is one of Chicago’s leading independent firms.” Source: RevenueBase Database · checked Sep 28, 2026
20	Fourstar Wealth Advisors LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	32 contacts →
	Partial evidence “Build - Live - Share We believe success in achieving important financial goals starts with a comprehensive wealth strategy.” Source: RevenueBase Database · checked Sep 28, 2026
21	Uhlmann Price Securities, LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	23 contacts →
	Indirect evidence “Headquartered in Chicago, Uhlmann Price Securities is a full service, privately owned brokerage firm.” Source: RevenueBase Database · checked Sep 28, 2026
22	The Next Level Planning Group	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	22 contacts →
	Indirect evidence “You've built something meaningful.” Source: RevenueBase Database · checked Sep 28, 2026
23	Bridgeft	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	20 contacts →
	Indirect evidence “BridgeFT is now a part of Field.” Source: RevenueBase Database · checked Sep 28, 2026
24	Constellation Wealth Capital	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	19 contacts →
	Strong evidence “Constellation Wealth Capital specializes in making tailored investments in well-positioned wealth management firms who want to add to their success and independence.” Source: RevenueBase Database · checked Sep 28, 2026
25	Doyenne Wealth Advisors	Partial evidence	Chicago, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “We combine financial intelligence with emotional intelligence, meaningful collaboration, and technology to "change the way of wealth" to help you care for and experience life…” 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: embedded 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 embedded wealth management platforms.
Partial evidence: Its own public description names part of embedded 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 embedded 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 25 of 127 embedded wealth management platforms based in Chicago, United States

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Embedded wealth management platforms based in Chicago, United States at a glance

As of Sep 28, 2026

23.1%Verified-email coverage

257.0Average contacts per company

11-50Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 127 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 embedded 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 Chicago, United States whose own description of what they do matches “embedded 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 embedded 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 embedded wealth management platforms, and records with no verified work email. Companies headquartered outside Chicago 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, 7,548 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.

Embedded 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 embedded 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 embedded wealth management platforms are there based in Chicago, United States?

RevenueBase identified 127 embedded wealth management platforms headquartered in Chicago, 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?

Northern Trust, headquartered in Chicago, tops this list with the largest team on record.

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

New York leads the United States with 317 headquartered companies, followed by Chicago (127) and Atlanta (117).

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 7,548 verified decision-maker contacts tracked across these 127 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.