Company lists · Data refreshed September 2026

Top 23 Endowment management consulting firms based in Denver, United States

Name: Endowment management consulting firms 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 39 companies tracked

RevenueBase identified 39 endowment management consulting firms headquartered in Denver, United States as of September 2026 and tracks 262 professional contacts across them, including 131 with verified work emails. Across the United States, New York is the largest hub for this category (217 companies); Denver has 39.

This list covers endowment management consulting firms 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

39Companies

262Contacts tracked

131Verified emails

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The 23 largest endowment management consulting firms based in Denver, United States

Ranked by team size

Top 23 of 39 endowment management consulting firms 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 endowment management consulting firms: 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	Monticello Associates	Strong evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	51-200	57 contacts →
	Strong evidence “Monticello Associates is an investment consulting firm that provides non-discretionary investment advisory services to foundations, endowments, and family offices.” Source: RevenueBase Database · checked Sep 28, 2026
2	Financial Designs LTD	Indirect evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	11-50	32 contacts →
	Indirect evidence “Financial Designs Ltd.(FDL) was founded in 1970 and is one of the country's leading specialty insurance advisory firms.” 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	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
5	Edgerock Wealth Management	Partial evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Partial evidence “EdgeRock is an independent wealth management firm headquartered in Denver, CO.” Source: RevenueBase Database · checked Sep 28, 2026
6	Brown And Company, INC	Partial evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	13 contacts →
	Partial evidence “At Brown and Company, we believe true wealth management goes far beyond investments.” Source: RevenueBase Database · checked Sep 28, 2026
7	Sachem Hill LLC	Indirect evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Sachem Hill is a boutique investment firm serving a limited number of high-net-worth families and foundations.” Source: RevenueBase Database · checked Sep 28, 2026
8	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
9	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
10	Wealth Advisor Growth Network	Indirect evidence	Denver, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “We invest in and consult with financial services firms to grow revenue, expand margins, and increase enterprise value.” Source: RevenueBase Database · checked Sep 28, 2026
11	Culturecraft	Indirect evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “We assess, define, and implement growth strategies for companies that command growth: wealth managers, consultative tech firms, and education and community groups.” Source: RevenueBase Database · checked Sep 28, 2026
12	The Kelly & Wohlner Group	Partial evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial 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
13	Essential Investment Partners, LLC	Partial evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial 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
14	O'donnell Wealth Management	Indirect evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “OWM brings integrity and intelligence to bear in our development of strategies that serve the best interests of our clients.” Source: RevenueBase Database · checked Sep 28, 2026
15	Focused Alpha Wealth Management	Partial evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Focused Alpha is a: boutique wealth management firm that serves successful individuals, flourishing businesses, and passionate not-for-profits empowering, and helping them achive…” Source: RevenueBase Database · checked Sep 28, 2026
16	Pioneer Global Advisors	Strong evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “Pioneer Global Advisors (PGA), LLC is a business valuation-focused finance and strategy management consulting firm to provide solutions for emerging companies.” Source: RevenueBase Database · checked Sep 28, 2026
17	Nspire Wealth	Indirect evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “After 28 years on Wall Street, I founded my own investment firm, Nspire Wealth.” Source: RevenueBase Database · checked Sep 28, 2026
18	Levinate, LLC	Partial evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Levinate provides consulting services to individuals, institutions and investment funds and specialize in the following areas- Investment product structuring (hedge funds, mutual…” Source: RevenueBase Database · checked Sep 28, 2026
19	Cardan Capital Partners	Partial evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Cardan Capital Partners, LLC is an independent wealth advisory firm providing comprehensive wealth management and financial guidance to a select group of business owners and…” Source: RevenueBase Database · checked Sep 28, 2026
20	Alfa Advisory	Indirect evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Most financial advisors manage your portfolio.” Source: RevenueBase Database · checked Sep 28, 2026
21	Kindred Financial LLC	Partial evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Kindred Financial is a money management firm serving the needs of investors.” Source: RevenueBase Database · checked Sep 28, 2026
22	Ratio Wealth Group	Indirect evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “Everything we do at Ratio is customized – to the smallest detail – based on your life situation, expectations, goals, portfolio and comfort level.” Source: RevenueBase Database · checked Sep 28, 2026
23	Marom Consulting	Strong evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Strong evidence “Marom Consulting’s unique expertise resides in its Three Core Services: a) Group Employee Benefits: Comprehensive Analysis, Management, & Education services.” 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: endowment management consulting firms. 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 endowment management consulting firms.
Partial evidence: Its own public description names part of endowment management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name endowment management consulting firms. 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 23 of 39 endowment management consulting firms based in Denver, United States

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Endowment management consulting firms based in Denver, United States at a glance

As of Sep 28, 2026

50.0%Verified-email coverage

6.7Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 39 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 endowment management consulting firms, 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 “endowment management consulting firms”. 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 endowment management consulting firms), 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 endowment management consulting firms, 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, 131 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.

Endowment management consulting firms 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 endowment management consulting firms, 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 endowment management consulting firms are there based in Denver, United States?

RevenueBase identified 39 endowment management consulting firms 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?

Monticello Associates, headquartered in Denver, tops this list with the largest team on record.

Which city in the United States has the most endowment management consulting firms?

New York leads the United States with 217 headquartered companies, followed by Chicago (91) and Houston (68). Denver has 39.

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 131 verified decision-maker contacts tracked across these 39 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.