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 financial advisory platforms headquartered in 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 (482 companies); San Francisco has 159.

This list covers financial advisory platforms headquartered in San Francisco, 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

159Companies

2,843Contacts tracked

1,337Verified emails

Explore this list → Free signup · no credit card · 500 free credits

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

Ranked by team size

Top 25 of 159 financial advisory platforms based in San Francisco, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisory platforms: 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	Nerdwallet	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	501-1,000	732 contacts →
	Partial evidence “NerdWallet is on a mission to help provide clarity for consumers and SMBs so they can make financial decisions with confidence.” Source: RevenueBase Database · checked Sep 28, 2026
2	Monarch	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	145 contacts →
	Partial evidence “Monarch is the most comprehensive platform for managing your personal finances.” Source: RevenueBase Database · checked Sep 28, 2026
3	Perigon Wealth Management	Strong evidence	San Francisco, United StatesHQ checked Sep 28, 2026	51-200	138 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
4	Myvest	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	121 contacts →
	Indirect evidence “MyVest builds enterprise wealth management technology for the digital age.” Source: RevenueBase Database · checked Sep 28, 2026
5	Compound	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	117 contacts →
	Indirect evidence “Compound Planning is your digital family office, a single place to manage your taxes, investments, borrowing and more.” Source: RevenueBase Database · checked Sep 28, 2026
6	Robertson Stephens	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	105 contacts →
	Indirect evidence “Robertson Stephens is a wealth management firm striving to provide comprehensive and innovative investment strategies and wealth solutions to our clients through an intelligent…” Source: RevenueBase Database · checked Sep 28, 2026
7	BEEM	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	102 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
8	JIKO	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	87 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
9	Jacobi	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	75 contacts →
	Partial evidence “Jacobi’s platform technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement.” Source: RevenueBase Database · checked Sep 28, 2026
10	Quantumstreet AI	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	63 contacts →
	Indirect evidence “Backed by IBM, QuantumStreet AI is a global leader in AI driven investment strategies with over $7 billion in client assets.” Source: RevenueBase Database · checked Sep 28, 2026
11	Sentieo, An Alphasense Company	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	201-500	62 contacts →
	Strong evidence “Sentieo, an AlphaSense company, provides the first financial intelligence platform specifically designed for the research needs of investors.” Source: RevenueBase Database · checked Sep 28, 2026
12	Earnup, INC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	43 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
13	Openinvest, A J.P. Morgan Company	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	35 contacts →
	Indirect evidence “OpenInvest is a fast-growing fintech with a mission to align capital with values.” Source: RevenueBase Database · checked Sep 28, 2026
14	Clerkie	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	33 contacts →
	Partial evidence “Only 24% of Americans are considered financially literate and an estimated 60% of Americans want a financial plan but can't afford it.” Source: RevenueBase Database · checked Sep 28, 2026
15	Inclined	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	32 contacts →
	Partial evidence “Inclined is building a technology platform focused on driving better long-term outcomes for whole life insurance policy holders.” Source: RevenueBase Database · checked Sep 28, 2026
16	Sigfig	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	201-500	27 contacts →
	Partial evidence “SigFig innovates best-in-class financial technology focused on putting the customer at the center of the financial services experience.” Source: RevenueBase Database · checked Sep 28, 2026
17	FREC	Indirect evidence	San Francisco, United StatesHQ checked Sep 28, 2026	11-50	25 contacts →
	Indirect evidence “We believe everyone deserves access to better and smarter ways to manage their money.” Source: RevenueBase Database · checked Sep 28, 2026
18	Osborne Partners Capital Management, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	23 contacts →
	Partial evidence “Osborne Partners is an over 85-year-old firm that offers sophisticated investment management and active financial planning for families and institutions.” Source: RevenueBase Database · checked Sep 28, 2026
19	Syon Capital	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	21 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
20	Brio Financial Group	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	19 contacts →
	Partial evidence “At Brio, financial planning feels like sitting with someone who truly gets you.” Source: RevenueBase Database · checked Sep 28, 2026
21	The Advisory Group Of SAN Francisco, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	19 contacts →
	Partial evidence “Life-changing financial advice for Northern California business owners and leaders.” Source: RevenueBase Database · checked Sep 28, 2026
22	Uprise	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Strong evidence “Uprise is building the future of financial advisory and tax planning for small business owners.” Source: RevenueBase Database · checked Sep 28, 2026
23	Aura Finance	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	16 contacts →
	Partial evidence “Welcome to Aura Finance, where we believe that true financial wellness goes beyond numbers-it's about your relationship with money.” Source: RevenueBase Database · checked Sep 28, 2026
24	Sherpas	Partial evidence	San Francisco, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Partial evidence “We are an AI-native infrastructure platform for wealth management firms.” Source: RevenueBase Database · checked Sep 28, 2026
25	Sidepocket	Partial evidence	San Francisco, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Partial evidence “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…” 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: financial advisory platforms. 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 financial advisory platforms.
Partial evidence: Its own public description names part of financial advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisory platforms. 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 25 of 159 financial advisory platforms based in San Francisco, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,337 reachable decision-makers.

Free signup · no credit card

View the full list →

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial advisory platforms, 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 San Francisco, United States whose own description of what they do matches “financial advisory platforms”. 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 financial advisory platforms), 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 financial advisory platforms, and records with no verified work email. Companies headquartered outside San Francisco 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, 1,337 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.

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

RevenueBase identified 159 financial advisory platforms headquartered in San Francisco, 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?

Nerdwallet, headquartered in San Francisco, tops this list with the largest team on record.

Which city in the United States has the most financial advisory platforms?

New York leads the United States with 482 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 1,337 verified decision-maker contacts tracked across these 159 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 159 financial advisory platforms based in San Francisco, United States. Start with a free account, no credit card.

Download this list →

Related lists

Financial advisory platforms by geography

Browse the directory

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.