Company lists · Data refreshed October 2026

Top 13 Estate planning architects based in Colorado Springs, United States

Name: Estate planning architects based in Colorado Springs, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 29 companies tracked

RevenueBase identified 29 company matches for estate planning architects associated with Colorado Springs, United States as of October 2026 and tracks 208 professional contacts across them, including 103 with verified work emails. Across the United States, New York is the largest hub for this category (219 companies); Colorado Springs has 29.

This list covers company matches for estate planning architects associated with Colorado Springs, 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 12, 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 12, 2026 How this list was built

29Companies

208Contacts tracked

103Verified emails

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The 13 largest estate planning architects based in Colorado Springs, United States

Ranked by team size

Top 13 of 29 company matches for estate planning architects based in Colorado Springs, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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	Summit Wealth Group	Exact match	Colorado Springs, CO, United StatesHQ recorded Oct 12, 2026	51-200	66 contacts →
	Exact match “Summit Wealth Group is an independent wealth management firm whose vision was born out of a simple desire to enable clients to reach their fullest financial and personal potential.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Brighter DAY LAW	Exact match	Colorado Springs, CO, United StatesHQ recorded Oct 12, 2026	1-10	18 contacts →
	Exact match “A family focused law practice.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Millennium Financial Group	Exact match	Colorado Springs, CO, United StatesHQ recorded Oct 12, 2026	1-10	18 contacts →
	Exact match “Millennium Financial Group offers comprehensive financial services providing long-term, personalized financial blue-print that provides a personal peace of mind.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Aspen Creek Wealth Strategies	Exact match	Colorado Springs, CO, United StatesHQ recorded Oct 12, 2026	11-50	13 contacts →
	Exact match “Aspen Creek Wealth Strategies is a company based out of PO Box 762 Gainesville, TX 76241” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Forbush Legal, Pllc	Exact match	Colorado Springs, CO, United StatesHQ recorded Oct 12, 2026	11-50	11 contacts →
	Exact match “Peace of Mind.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Intergy Private Wealth	Exact match	Colorado Springs, CO, United StatesHQ recorded Oct 12, 2026	1-10	9 contacts →
	Exact match “Intergy Private Wealth was founded in 2021 by Mark Perrault, CFP®, RICP®, MBA, and Charlie Dunn, CFP®, RICP®, whose partnership began formally in 2016.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Hammond LAW Group PC	Exact match	Colorado Springs, CO, United StatesHQ recorded Oct 12, 2026	11-50	8 contacts →
	Exact match “Hammond Law Group provides comprehensive, tailored estate planning counsel to couples, families, individuals and businesses in both Denver and Colorado Springs.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Swan Wealth Management	Exact match	Colorado Springs, CO, United StatesHQ recorded Oct 12, 2026	1-10	5 contacts →
	Exact match “Swan Wealth Management, a Wealth Management located in Colorado Springs, CO is, dedicated to helping our clients achieve a more secure secure financial future.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Goines Law, Pllc	Exact match	Colorado Springs, CO, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “Whether dealing with a loved one’s passing, planning for your own, or establishing a long term guardianship/conservatorship, at Goines Law, we understand how emotionally difficult…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Purpose Planning	Exact match	Colorado Springs, CO, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “Purpose Planning is an independently managed, full service, financial planning firm providing quality planning and creative solutions for individuals and business owners.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Cobalt Private Wealth	Exact match	Colorado Springs, CO, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “Cobalt Private Wealth offers comprehensive wealth management to help clients grow, manage and protect their wealth.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Mont Wealth	Exact match	Colorado Springs, CO, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “At Mont Wealth, skilled financial planners and investment executives provide you with the necessary leadership, information, and knowledge to navigate the complex and evolving…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Papa Wealth Management-Co Springs- Mike Papa	Exact match	Colorado Springs, CO, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “WHAT IS PAPA WEALTH MANAGEMENT?” Recorded in the RevenueBase company graph · Oct 12, 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 “estate planning architects”. 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 13 of 29 estate planning architects based in Colorado Springs, United States

See the full list, filter by size, metro and specialty, and access 103 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Estate planning architects based in Colorado Springs, United States at a glance

As of Oct 12, 2026

49.5%Verified-email coverage

7.2Average contacts per company

1-10Median size (employees)

Oct 12, 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 Colorado Springs, so it is reported there. Company counts and contact totals on this page are exact for Colorado Springs, over 29 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 Colorado Springs, United States whose business descriptions match “estate planning architects” 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 103 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 12, 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.

Estate planning architects 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 “estate planning architects”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many estate planning architects are there based in Colorado Springs, United States?

RevenueBase identified 29 company matches for estate planning architects associated with Colorado Springs, 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?

Summit Wealth Group 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 estate planning architects?

New York leads the United States with 219 company records, followed by Houston (141) and San Diego (134). Colorado Springs has 29.

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 103 professional contacts with verified work emails tracked across these 29 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 12, 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.