Company lists · Data refreshed September 2026

Top 14 Finance consulting firms based in Colorado Springs, United States

Name: Finance consulting firms based in Colorado Springs, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

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

RevenueBase identified 28 company matches for finance consulting firms associated with Colorado Springs, United States as of September 2026 and tracks 121 professional contacts across them, including 57 with verified work emails. Across the United States, New York is the largest hub for this category (569 companies); Colorado Springs has 28.

This list covers company matches for finance consulting firms 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 September 28, 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 Sep 28, 2026 How this list was built

28Companies

121Contacts tracked

57Verified emails

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The 14 largest finance consulting firms based in Colorado Springs, United States

Ranked by team size

Top 14 of 28 company matches for finance consulting firms based in Colorado Springs, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	Millennium Financial Group	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 28, 2026	1-10	16 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 · Sep 28, 2026 · View company records in RevenueBase
2	Aspen Creek Wealth Strategies	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
3	Integrity Wealth Advisors	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 28, 2026	11-50	12 contacts →
	Exact match “Our vision is your success When it comes to managing wealth, many people feel overwhelmed or frustrated with an overly complex system that is changing constantly.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Everoak Wealth CO	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 28, 2026	11-50	12 contacts →
	Exact match “Financial Planning, Asset Management, Corporate Asset Management, Retirement Plan Consulting, Business Exit Planning, Tax Strategy & Planning Certain individuals associated with…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Optis Group, LLC	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 28, 2026	11-50	11 contacts →
	Exact match “OPTIS Group, LLC is an innovative consulting company that specializes in results-oriented leadership for complex business challenges held within the financial sector, with an…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Confidence Financial Partners	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “At Confidence Financial Partners, we empower you to live your best life with confidence, freedom, and purpose.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Corundum Group	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 28, 2026	11-50	9 contacts →
	Exact match “At The Corundum Group, we provide an integrated approach to your financial world that starts with understanding you.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Imperium Capital	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Providing planning services for closely held businesses, business owners, and their families.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Fulcrum Wealth Consulting Of Raymond James	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Our mission at Fulcrum Wealth Consulting is to serve, advise, and empower those going through significant life changes.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Kassira Wealth Management	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Financial Success does not happen by accident.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Motivus Wealth Management	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Mont Wealth	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
13	Circe Solutions, LLC	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Circe Solutions is a boutique consulting group delivering customized finance, strategy, and management solutions and support.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Vailshire Capital Management LLC	Exact match	Colorado Springs, CO, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Vailshire exists to help people live well and invest wisely through innovative portfolio management strategies, actionable health and investment advice, and extraordinary customer…” Recorded in the RevenueBase company graph · Sep 28, 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 “finance consulting firms”. 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 14 of 28 finance consulting firms based in Colorado Springs, United States

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Finance consulting firms based in Colorado Springs, United States at a glance

As of Sep 28, 2026

47.1%Verified-email coverage

4.3Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

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 28 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 “finance consulting firms” 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 57 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 September 28, 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.

Finance consulting firms 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 “finance consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many finance consulting firms are there based in Colorado Springs, United States?

RevenueBase identified 28 company matches for finance consulting firms associated with Colorado Springs, United States as of September 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?

Millennium Financial 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 finance consulting firms?

New York leads the United States with 569 company records, followed by Chicago (194) and Houston (190). Colorado Springs has 28.

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 57 professional contacts with verified work emails tracked across these 28 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 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 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.