Company lists · Data refreshed September 2026

Top 17 Family office investment firms based in Greenwood Village, United States

RevenueBase identified 30 family office investment firms headquartered in Greenwood Village, United States as of September 2026 and tracks 348 professional contacts across them, including 117 with verified work emails. Across the United States, New York is the largest hub for this category (492 companies); Greenwood Village has 30.

This list covers family office investment firms headquartered in Greenwood Village, 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
30Companies
348Contacts tracked
117Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 17 largest family office investment firms based in Greenwood Village, United States

Ranked by team size
Top 17 of 30 family office investment firms based in Greenwood Village, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to family office investment 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceGreenwood Village, CO, United StatesHQ checked Sep 28, 202651-200115 contacts →

Indirect evidence

“AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceGreenwood Village, CO, United StatesHQ checked Sep 28, 202651-20096 contacts →

Indirect evidence

“At Wealth Strategies, financial success is about more than growing assets.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceGreenwood Village, CO, United StatesHQ checked Sep 28, 202611-5024 contacts →

Partial evidence

“At Heirloom Wealth Management we focus on understanding and anticipating the unique needs and goals of individuals, families, and foundations.”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceGreenwood Village, CO, United StatesHQ checked Sep 28, 202611-5023 contacts →

Partial evidence

“Nilsine Partners is an independent registered investment adviser, committed to helping successful people like you to simplify the management of their wealth in order to better…”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceGreenwood Village, CO, United StatesHQ checked Sep 28, 202611-5017 contacts →

Indirect evidence

“Legacy Private Wealth Partners is an independent wealth management firm committed to helping our clients preserve and grow their hard-earned wealth while safeguarding their legacy.”

Source: RevenueBase Database · checked Sep 28, 2026
6Strong evidenceGreenwood Village, CO, United StatesHQ checked Sep 28, 202611-5013 contacts →

Strong evidence

“Alpha Capital Family Office is an independent financial advisory firm with a singular mission: to assist clients in managing their family, business, and wealth.”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceGreenwood Village, CO, United StatesHQ checked Sep 28, 202611-5013 contacts →

Partial evidence

“We provide comprehensive financial planning and investment advice.”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceGreenwood Village, CO, United StatesHQ checked Sep 28, 20261-104 contacts →

Partial evidence

“We exist to serve a select group of individuals and families, guiding them through holistic financial planning and portfolio design and ongoing management.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceGreenwood Village, CO, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“Summit Hill Wealth Management helps business leaders deal with the complexity in their financial lives.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceGreenwood Village, CO, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“Here at pi Wealth Management we strive to help you define what "Wealth Before Money" means to you.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceGreenwood Village, CO, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“Financial guidance and investment management tailored to you”

Source: RevenueBase Database · checked Sep 28, 2026
12Strong evidenceGreenwood Village, CO, United StatesHQ checked Sep 28, 20261-102 contacts →

Strong evidence

“Institutional-Quality Advice for Individuals, Families, and Businesses As a former provider of wealth strategies and investment advice to Institutional-level clients, I observed…”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceGreenwood Village, CO, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“West End Wealth Management was built on the principle that high net worth individuals and their families deserve a relationship driven experience with customized options.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceGreenwood Village, CO, United StatesHQ checked Sep 28, 202611-502 contacts →

Indirect evidence

“The Madison Group is one of the largest independent financial firms in the United States dedicated to comprehensive wealth preservation.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceGreenwood Village, CO, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“The financial world can be a confusing, stressful place, but at Luna Wealth Management, Russ believes that true peace of mind comes from having trust in your plan.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceGreenwood Village, CO, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Our purpose at Front Range Wealth Management is to deliver professional financial guidance and personalized service with the goal to help you build and preserve your wealth…”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceGreenwood Village, CO, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Four Points Wealth provides comprehensive wealth management services.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 17 of 30 family office investment firms based in Greenwood Village, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 117 reachable decision-makers.

Free signup · no credit card

View the full list →

Family office investment firms based in Greenwood Village, United States at a glance

As of Sep 28, 2026
33.6%Verified-email coverage
11.6Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
21
11-50
7
51-200
2

Email recency for this list is measured across the whole United States list rather than for Greenwood Village, so it is reported there. Company counts and contact totals on this page are exact for Greenwood Village, over 30 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 family office investment 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 Greenwood Village, United States whose own description of what they do matches “family office investment 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 family office investment 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 family office investment firms, and records with no verified work email. Companies headquartered outside Greenwood Village 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, 117 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.

Family office investment 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 family office investment 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 family office investment firms are there based in Greenwood Village, United States?

RevenueBase identified 30 family office investment firms headquartered in Greenwood Village, 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?

AMG National Trust, headquartered in Greenwood Village, tops this list with the largest team on record.

Which city in the United States has the most family office investment firms?

New York leads the United States with 492 headquartered companies, followed by Dallas (186) and Chicago (172). Greenwood Village has 30.

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 117 verified decision-maker contacts tracked across these 30 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.

Ready to reach these companies? Verified emails and direct dials for all 30 family office investment firms based in Greenwood Village, United States. Start with a free account, no credit card.

Download this list →

Related lists

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.