Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 79 companies tracked

RevenueBase identified 79 embedded wealth management platforms headquartered in Denver, United States as of September 2026 and tracks 2,019 professional contacts across them, including 1,252 with verified work emails. Across the United States, New York is the largest hub for this category (317 companies); Denver has 79.

This list covers embedded wealth management platforms headquartered in Denver, 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

79Companies

2,019Contacts tracked

1,252Verified emails

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

Ranked by team size

Top 25 of 79 embedded wealth management platforms based in Denver, 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	Mercer Advisors	Indirect evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	501-1,000	1,434 contacts →
	Indirect evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 28, 2026
2	Homebot	Partial evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	51-200	99 contacts →
	Partial evidence “Homebot is a client engagement and retention portal that maximizes repeat and referral business for lenders and real estate agents by empowering consumers to build wealth through…” Source: RevenueBase Database · checked Sep 28, 2026
3	IMA Investment Management Associates	Partial evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	23 contacts →
	Partial evidence “IMA provides personal investment management services to individual and institutional clients through separately managed accounts.” Source: RevenueBase Database · checked Sep 28, 2026
4	Oneguide	Partial evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	19 contacts →
	Partial evidence “OneGuide is a Modern Portfolio Ops Platform that provides leverage to PE and VC portfolio teams through software, expert network, and services.” Source: RevenueBase Database · checked Sep 28, 2026
5	Global Wealth Strategies & Associates - Gws&a	Indirect evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	18 contacts →
	Indirect evidence “Our mission is to educate and inspire clients where a predictable lifetime of financial security is possible.” Source: RevenueBase Database · checked Sep 28, 2026
6	Destiny Capital	Indirect evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Indirect evidence “At Destiny Capital, we empower entrepreneurs and retirees to take control of their financial journey while forging ahead with greater clarity, confidence, and purpose.” Source: RevenueBase Database · checked Sep 28, 2026
7	Edgerock Wealth Management	Strong evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Strong evidence “EdgeRock is an independent wealth management firm headquartered in Denver, CO.” Source: RevenueBase Database · checked Sep 28, 2026
8	Gravity Investments	Indirect evidence	Denver, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Indirect evidence “Gravity Investments is an Institutional RoboAdvisor.” Source: RevenueBase Database · checked Sep 28, 2026
9	Private Capital Management, LLC	Strong evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Strong evidence “At Private Capital Management our goal is to provide you the peace of mind that comes from knowing your wealth management strategy has been properly developed and your financial…” Source: RevenueBase Database · checked Sep 28, 2026
10	SHJ Wealth Advisors	Strong evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Strong evidence “SHJ Wealth Advisors is one of Denver's oldest Financial Planning and Investment Management firms.” Source: RevenueBase Database · checked Sep 28, 2026
11	Brown And Company, INC	Strong evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	13 contacts →
	Strong evidence “At Brown and Company, we believe true wealth management goes far beyond investments.” Source: RevenueBase Database · checked Sep 28, 2026
12	Denver Private Wealth Management	Strong evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	11 contacts →
	Strong evidence “Denver Private Wealth Management, is a client-focused, full-service wealth management advisory firm created to meet the unique needs of our clients.” Source: RevenueBase Database · checked Sep 28, 2026
13	ELK River Wealth Management	Strong evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Strong evidence “Elk River Wealth Management has joined AlphaCore Wealth Advisory combining organic growth with disciplined inorganic expansion to drive scale and regional depth in key markets” Source: RevenueBase Database · checked Sep 28, 2026
14	Investment Security Group	Indirect evidence	Denver, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Investment Security Group (ISG) was founded in 1992 with the mission of becoming a “client first” boutique firm offering you a one-stop resource of personalized investing and…” Source: RevenueBase Database · checked Sep 28, 2026
15	Finfolio	Strong evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Strong evidence “FinFolio makes portfolio management software for investment advisors and professional wealth managers.” Source: RevenueBase Database · checked Sep 28, 2026
16	G&s Capital	Indirect evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “Our mission is to be one of the most valued professional relationships our clients have by providing in-depth education, effective communication, and a level of personal attention…” Source: RevenueBase Database · checked Sep 28, 2026
17	American Portfolios Denver	Indirect evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	11-50	6 contacts →
	Indirect evidence “Using our innovative GlidePath Method,™ American Portfolios Denver is the valued financial partner of successful business owners, individuals, and multi-generational families.” Source: RevenueBase Database · checked Sep 28, 2026
18	Renaissance Wealth Management	Indirect evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “Valuing sincere, trusted relationships, we partner with our clients for life.” Source: RevenueBase Database · checked Sep 28, 2026
19	Capital Investment Counsel, LLC	Indirect evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “Capital Investment Counsel provides considerable experience to serve our clients.” Source: RevenueBase Database · checked Sep 28, 2026
20	Elevate Wealth Management	Strong evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “Elevate Wealth Management is a financial planning team with a combined 90 years of experience.” Source: RevenueBase Database · checked Sep 28, 2026
21	The Kelly & Wohlner Group	Strong evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “The Kelly & Wohlner Group is a boutique, private wealth management practice, providing comprehensive financial consultation and sophisticated portfolio management services to…” Source: RevenueBase Database · checked Sep 28, 2026
22	Essential Investment Partners, LLC	Strong evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “Essential Investment Partners is an independent,"fee-only" investment advisory and wealth management firm managing more than $200 million (12/31/21) of assets for individuals…” Source: RevenueBase Database · checked Sep 28, 2026
23	Garden Street Financial Group LLC	Indirect evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “At Garden Street Financial Group, our personalized plans are designed to help provide greater confidence through our full range of investment advisory and financial planning…” Source: RevenueBase Database · checked Sep 28, 2026
24	Noble Wealth Partners	Strong evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “Noble Wealth Partners is an independent wealth management boutique specializing in financial planning, global asset management, financial advisory, risk management, tax planning…” Source: RevenueBase Database · checked Sep 28, 2026
25	Hoskin Capital	Strong evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “We are nationally renowned, award-winning advisors breaking the mold of our highly exclusive industry by providing transparent, accessible investment management to new wealth…” 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 79 embedded wealth management platforms based in Denver, United States

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

As of Sep 28, 2026

62.0%Verified-email coverage

25.6Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Denver, so it is reported there. Company counts and contact totals on this page are exact for Denver, over 79 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 Denver, 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 Denver 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, 1,252 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 Denver, United States?

RevenueBase identified 79 embedded wealth management platforms headquartered in Denver, 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?

Mercer Advisors, headquartered in Denver, 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). Denver has 79.

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 1,252 verified decision-maker contacts tracked across these 79 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.