Company lists · Data refreshed September 2026

Top 25 Financial advisory platforms based in San Francisco, United States

Name: Financial advisory platforms based in San Francisco, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 159 companies tracked

RevenueBase identified 159 company matches for financial advisory platforms associated with San Francisco, United States as of September 2026 and tracks 2,843 professional contacts across them, including 1,337 with verified work emails. Across the United States, New York is the largest hub for this category (509 companies); San Francisco has 159.

This list covers company matches for financial advisory platforms associated with San Francisco, 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

159Companies

2,843Contacts tracked

1,337Verified emails

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The 25 largest financial advisory platforms based in San Francisco, United States

Ranked by team size

Top 25 of 159 company matches for financial advisory platforms based in San Francisco, 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	Nerdwallet	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	501-1,000	732 contacts →
	Exact match “NerdWallet is on a mission to help provide clarity for consumers and SMBs so they can make financial decisions with confidence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Monarch	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	145 contacts →
	Exact match “Monarch is the most comprehensive platform for managing your personal finances.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Perigon Wealth Management	Exact match	San Francisco, United StatesHQ recorded Sep 28, 2026	51-200	138 contacts →
	Exact match “Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Myvest	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	121 contacts →
	Exact match “MyVest builds enterprise wealth management technology for the digital age.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Compound	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	117 contacts →
	Exact match “Compound Planning is your digital family office, a single place to manage your taxes, investments, borrowing and more.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Robertson Stephens	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	105 contacts →
	Exact match “Robertson Stephens is a wealth management firm striving to provide comprehensive and innovative investment strategies and wealth solutions to our clients through an intelligent…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	BEEM	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	102 contacts →
	Exact match “We're building the Unified Managed Account (UMA) for everyone.Today, UMAs (AKA SMAs) are a $3.7 trillion market, but they require $300K minimums, charge 1-3% annual fees, and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	JIKO	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	87 contacts →
	Exact match “100% Bank, 100% Tech: Where safety meets innovation Jiko is an innovative banking platform that delivers financial safety, speed, and simplicity to its clients by owning and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Jacobi	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	75 contacts →
	Exact match “Jacobi’s platform technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Quantumstreet AI	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	63 contacts →
	Exact match “Backed by IBM, QuantumStreet AI is a global leader in AI driven investment strategies with over $7 billion in client assets.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Sentieo, An Alphasense Company	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	201-500	62 contacts →
	Exact match “Sentieo, an AlphaSense company, provides the first financial intelligence platform specifically designed for the research needs of investors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Earnup, INC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	43 contacts →
	Exact match “With our award-winning, AI-powered tools under the hood, lenders, credit unions, and employers have empowered >3 million people to get homebuyer-ready, pay down debt, and save for…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Openinvest, A J.P. Morgan Company	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	35 contacts →
	Exact match “OpenInvest is a fast-growing fintech with a mission to align capital with values.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Clerkie	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	33 contacts →
	Exact match “Only 24% of Americans are considered financially literate and an estimated 60% of Americans want a financial plan but can't afford it.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Inclined	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	32 contacts →
	Exact match “Inclined is building a technology platform focused on driving better long-term outcomes for whole life insurance policy holders.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Sigfig	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	201-500	27 contacts →
	Exact match “SigFig innovates best-in-class financial technology focused on putting the customer at the center of the financial services experience.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	FREC	Exact match	San Francisco, United StatesHQ recorded Sep 28, 2026	11-50	25 contacts →
	Exact match “We believe everyone deserves access to better and smarter ways to manage their money.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Osborne Partners Capital Management, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	23 contacts →
	Exact match “Osborne Partners is an over 85-year-old firm that offers sophisticated investment management and active financial planning for families and institutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Syon Capital	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	21 contacts →
	Exact match “At Syon Capital we dedicate ourselves to advising a select number of the nation’s wealthiest families, executives, and entrepreneurs, striving to build thoughtfully curated and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Brio Financial Group	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	19 contacts →
	Exact match “At Brio, financial planning feels like sitting with someone who truly gets you.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	The Advisory Group Of SAN Francisco, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	19 contacts →
	Exact match “Life-changing financial advice for Northern California business owners and leaders.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Uprise	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	18 contacts →
	Exact match “Uprise is building the future of financial advisory and tax planning for small business owners.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Aura Finance	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	16 contacts →
	Exact match “Welcome to Aura Finance, where we believe that true financial wellness goes beyond numbers-it's about your relationship with money.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Sherpas	Exact match	San Francisco, United StatesHQ recorded Sep 28, 2026	11-50	16 contacts →
	Exact match “We are an AI-native infrastructure platform for wealth management firms.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Sidepocket	Exact match	San Francisco, United StatesHQ recorded Sep 28, 2026	11-50	16 contacts →
	Exact match “Sidepocket is a venture-backed deep-tech company and SEC-Registered Investment Advisor built to solve a structural flaw in America's retirement system: self-employed workers…” 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 “financial advisory platforms”. 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 25 of 159 financial advisory platforms based in San Francisco, United States

See the full list, filter by size, metro and specialty, and access 1,337 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial advisory platforms based in San Francisco, United States at a glance

As of Sep 28, 2026

47.0%Verified-email coverage

17.9Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

105

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 159 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 San Francisco, United States whose business descriptions match “financial advisory platforms” 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 1,337 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.

Financial advisory platforms 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 “financial advisory platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisory platforms are there based in San Francisco, United States?

RevenueBase identified 159 company matches for financial advisory platforms associated with San Francisco, 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?

Nerdwallet 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 financial advisory platforms?

New York leads the United States with 509 company records, followed by Atlanta (160) and San Francisco (159).

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 1,337 professional contacts with verified work emails tracked across these 159 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.