Company lists · Data refreshed September 2026
Top 25 Financial coaching companies based in the United States
RevenueBase identified 1,875 company matches for financial coaching companies associated with the United States as of September 2026 and tracks 11,441 professional contacts across them, including 2,808 with verified work emails. New York is the largest hub.
This list covers company matches for financial coaching companies associated with the 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 20, 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.
The 25 largest financial coaching companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,885 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 533 contacts → | ||||
Exact match “Money Management International (MMI) is changing the way financial challenges are solved.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 348 contacts → | ||||
Exact match “Money is committed to helping readers take charge of their finances and their futures.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 263 contacts → | ||||
Exact match “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 200 contacts → | ||||
Exact match “Results Financia Coaching” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 189 contacts → | ||||
Exact match “Alleviate is one of the fastest-growing next-generation financial services companies, revolutionizing people's journeys from being in debt to wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 125 contacts → | ||||
Exact match “Imagine working with a network of financial professionals who understand you and have years of experience in helping you achieve good financial outcomes.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 116 contacts → | ||||
Exact match “Financial Finesse is the leading independent global provider of unbiased financial coaching as an employee benefit, driving measurable improvements in employee financial wellness…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 100 contacts → | ||||
Exact match “We create a simple map for your financial journey that encourages you to leave normal behind and guides you to the future you are hoping for!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 93 contacts → | ||||
Exact match “Navicore Solutions is a national nonprofit organization dedicated to strengthening the well-being of individuals and families through education, guidance, advocacy, and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 63 contacts → | ||||
Exact match “Clearpoint is a national non-profit organization that helps consumers work through their financial challenges, set clear goals, and create a plan to reach them.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 62 contacts → | ||||
Exact match “At HD Growth Partners, we believe in the value of relationships.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 61 contacts → | ||||
Exact match “Founded in 1955, Apprisen (Consumer Credit Counseling Service of the Midwest Inc.) is a non-profit whose mission is to help people improve the health of their personal finances…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 59 contacts → | ||||
Exact match “We are passionate about providing financial education and answers for families and individuals from all walks of life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 57 contacts → | ||||
Exact match “Wealth Design Group prioritizes financial coaching and service, aiming to inspire and guide families in investing truths and crafting purpose-driven plans.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 55 contacts → | ||||
Exact match “Since 1995, CCOA has helped thousands of families in our community improve their financial stability by making a positive difference through financial counseling, education and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 52 contacts → | ||||
Exact match “GDS Wealth Management provides individuals and businesses with financial and investment planning services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 51 contacts → | ||||
Exact match “Our vision is to Inspire and Empower Caring, Responsible Individuals to take control of their Financial Future and build more Spendable Wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 47 contacts → | ||||
Exact match “Reaching your personal and business goals takes effort, perseverance… and a team of expert advisors that can assist you to formulate a plan that will take you where you want to go.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 41 contacts → | ||||
Exact match “Novadebt is now Navicore Solutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 37 contacts → | ||||
Exact match “Founded in 2004, Trycera Financial, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 36 contacts → | ||||
Exact match “Tardus Wealth Strategies is a 20-year-old wealth-education and coaching company headquartered in Honolulu.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 35 contacts → | ||||
Exact match “Your guide for the road less traveled.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 34 contacts → | ||||
Exact match “Oechsli has undergone a remarkable journey since 1978.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 32 contacts → | ||||
Exact match “MLA provides business and organizational advice and support from the context of a finance discipline.” Recorded in the RevenueBase company graph · Sep 20, 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 coaching companies”. 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 1,875 financial coaching companies based in the United States
See the full list, filter by size, metro and specialty, and access 2,808 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial coaching companies based in the United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,875 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 the United States whose business descriptions match “financial coaching companies” 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 2,808 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 20, 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 coaching companies by metro
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 coaching companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial coaching companies are there based in the United States?
RevenueBase identified 1,875 company matches for financial coaching companies associated with the 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?
First Command Financial Services, INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial coaching companies?
New York leads with 50 company records, followed by Atlanta (31) and Houston (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 2,808 professional contacts with verified work emails tracked across these 1,875 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,875 financial coaching companies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial coaching companies by geography
- Financial coaching companies based in Atlanta, United States
- Financial coaching companies based in Denver, United States
- Financial coaching companies based in Houston, United States
- Financial coaching companies based in Los Angeles, United States
- Financial coaching companies based in New York, United States
- Financial coaching companies based in Australia
- Financial coaching companies based in Brazil
- Financial coaching companies based in Canada
- Financial coaching companies based in France
- Financial coaching companies based in Germany
- Financial coaching companies based in India
- Financial coaching companies based in Ireland
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial coaching companies based in Atlanta, United States
- Financial coaching companies based in Denver, United States
- Financial coaching companies based in Houston, United States
- Financial coaching companies based in Los Angeles, United States
- Financial coaching companies based in New York, United States
- Financial coaching companies based in Australia
Company intelligence · public preview
Top 25 financial coaching companies based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,875 matching company records for financial coaching companies based in the United States, with 11,441 tracked contacts and 2,808 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial coaching companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  First Command Financial Services, INCfirstcommand.comHQ: Fort Worth, TX, United StatesReported employees: 501-1,000 | Fort Worth, TX, United States | 501-1,000 | Exact match | 2,885 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 2 |  Money Management International MMImoneymanagement.orgHQ: Stafford, TX, United StatesReported employees: 201-500 | Stafford, TX, United States | 201-500 | Exact match | 533 contacts → |
“Money Management International (MMI) is changing the way financial challenges are solved.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  MONEYmoney.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 348 contacts → |
“Money is committed to helping readers take charge of their finances and their futures.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Coastal Wealthmycoastalwealth.comHQ: Fort Lauderdale, FL, United StatesReported employees: 51-200 | Fort Lauderdale, FL, United States | 51-200 | Exact match | 263 contacts → |
“At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | County Of Roanokeramseycoach.com HQ: Roanoke, United StatesReported employees: Not recorded | Roanoke, United States | Not recorded | Exact match | 200 contacts → |
“Results Financia Coaching” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Alleviatealleviatefinancial.comHQ: Irvine, CA, United StatesReported employees: 201-500 | Irvine, CA, United States | 201-500 | Exact match | 189 contacts → |
“Alleviate is one of the fastest-growing next-generation financial services companies, revolutionizing people's journeys from being in debt to wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Northeast Financial Networknortheastfn.comHQ: Holmdel, NJ, United StatesReported employees: 11-50 | Holmdel, NJ, United States | 11-50 | Exact match | 125 contacts → |
“Imagine working with a network of financial professionals who understand you and have years of experience in helping you achieve good financial outcomes.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Financial Finessefinancialfinesse.comHQ: El Segundo, CA, United StatesReported employees: 51-200 | El Segundo, CA, United States | 51-200 | Exact match | 116 contacts → |
“Financial Finesse is the leading independent global provider of unbiased financial coaching as an employee benefit, driving measurable improvements in employee financial wellness…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Smartpro Financialsmartprofinancial.com HQ: Bradenton, FL, United StatesReported employees: 51-200 | Bradenton, FL, United States | 51-200 | Exact match | 100 contacts → |
“We create a simple map for your financial journey that encourages you to leave normal behind and guides you to the future you are hoping for!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Navicore Solutionsnavicoresolutions.org HQ: Manalapan, NJ, United StatesReported employees: 201-500 | Manalapan, NJ, United States | 201-500 | Exact match | 93 contacts → |
“Navicore Solutions is a national nonprofit organization dedicated to strengthening the well-being of individuals and families through education, guidance, advocacy, and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  clearpoint.orgclearpoint.orgHQ: Stafford, TX, United StatesReported employees: 51-200 | Stafford, TX, United States | 51-200 | Exact match | 63 contacts → |
“Clearpoint is a national non-profit organization that helps consumers work through their financial challenges, set clear goals, and create a plan to reach them.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HD Growth Partnershdgrowthpartners.com HQ: Youngstown, OH, United StatesReported employees: 51-200 | Youngstown, OH, United States | 51-200 | Exact match | 62 contacts → |
“At HD Growth Partners, we believe in the value of relationships.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Apprisenapprisen.comHQ: Gahanna, OH, United StatesReported employees: 51-200 | Gahanna, OH, United States | 51-200 | Exact match | 61 contacts → |
“Founded in 1955, Apprisen (Consumer Credit Counseling Service of the Midwest Inc.) is a non-profit whose mission is to help people improve the health of their personal finances…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Common Sense Financialmycommonsensefinancial.com HQ: American Fork, UT, United StatesReported employees: 51-200 | American Fork, UT, United States | 51-200 | Exact match | 59 contacts → |
“We are passionate about providing financial education and answers for families and individuals from all walks of life.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Wealth Design Groupwealthdesigngroup.netHQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 57 contacts → |
“Wealth Design Group prioritizes financial coaching and service, aiming to inspire and guide families in investing truths and crafting purpose-driven plans.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | CCOAccoacares.com HQ: Fayetteville, AR, United StatesReported employees: 11-50 | Fayetteville, AR, United States | 11-50 | Exact match | 55 contacts → |
“Since 1995, CCOA has helped thousands of families in our community improve their financial stability by making a positive difference through financial counseling, education and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | GDS Wealth Managementgdswealth.com HQ: Flower Mound, TX, United StatesReported employees: 11-50 | Flower Mound, TX, United States | 11-50 | Exact match | 52 contacts → |
“GDS Wealth Management provides individuals and businesses with financial and investment planning services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Foster Klima & Companyfosterklima.comHQ: Minnetonka, MN, United StatesReported employees: 51-200 | Minnetonka, MN, United States | 51-200 | Exact match | 51 contacts → |
“Our vision is to Inspire and Empower Caring, Responsible Individuals to take control of their Financial Future and build more Spendable Wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  SME Cpassmecpa.comHQ: Augusta, GA, United StatesReported employees: 11-50 | Augusta, GA, United States | 11-50 | Exact match | 47 contacts → |
“Reaching your personal and business goals takes effort, perseverance… and a team of expert advisors that can assist you to formulate a plan that will take you where you want to go.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Novadebtnovadebt.orgHQ: Freehold, NJ, United StatesReported employees: 201-500 | Freehold, NJ, United States | 201-500 | Exact match | 41 contacts → |
“Novadebt is now Navicore Solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Trycera Financial, INCtrycera.comHQ: Newport Beach, CA, United StatesReported employees: Not recorded | Newport Beach, CA, United States | Not recorded | Exact match | 37 contacts → |
“Founded in 2004, Trycera Financial, Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Tardus Wealth Strategiestardus.com HQ: Honolulu, HI, United StatesReported employees: 11-50 | Honolulu, HI, United States | 11-50 | Exact match | 36 contacts → |
“Tardus Wealth Strategies is a 20-year-old wealth-education and coaching company headquartered in Honolulu.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Forge Financial And Management Consultingforgeahead.com HQ: Des Moines, IA, United StatesReported employees: 11-50 | Des Moines, IA, United States | 11-50 | Exact match | 35 contacts → |
“Your guide for the road less traveled.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Oechslioechsli.com HQ: Greensboro, NC, United StatesReported employees: 11-50 | Greensboro, NC, United States | 11-50 | Exact match | 34 contacts → |
“Oechsli has undergone a remarkable journey since 1978.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | MLA Companiesmlacompanies.com HQ: Springboro, OH, United StatesReported employees: 11-50 | Springboro, OH, United States | 11-50 | Exact match | 32 contacts → |
“MLA provides business and organizational advice and support from the context of a finance discipline.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,875 company matches
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Financial coaching companies: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,875 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,875 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial coaching companies by metro
Questions about this company list
What does Exact match mean for financial coaching companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial coaching companies did RevenueBase find based in the United States?
The saved snapshot records 1,875 matching company records, 11,441 tracked contacts and 2,808 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial coaching companies by geography
- Financial coaching companies based in Atlanta, United States
- Financial coaching companies based in Denver, United States
- Financial coaching companies based in Houston, United States
- Financial coaching companies based in Los Angeles, United States
- Financial coaching companies based in New York, United States
- Financial coaching companies based in Australia
- Financial coaching companies based in Brazil
- Financial coaching companies based in Canada
- Financial coaching companies based in France
- Financial coaching companies based in Germany
- Financial coaching companies based in India
- Financial coaching companies based in Ireland
Cite this list
RevenueBase Data Team. Top 25 financial coaching companies based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-coaching-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial coaching companies based in Atlanta, United States
- Financial coaching companies based in Denver, United States
- Financial coaching companies based in Houston, United States
- Financial coaching companies based in Los Angeles, United States
- Financial coaching companies based in New York, United States
- Financial coaching companies based in Australia
Company intelligence · public preview
Top 25 financial coaching companies based in the United States
RevenueBase records 1,875 matching company records for financial coaching companies based in the United States, with 11,441 tracked contacts and 2,808 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial coaching companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | First Command Financial Services, INCfirstcommand.com HQ: Fort Worth, TX, United StatesReported employees: 501-1,000 | Fort Worth, TX, United States | 501-1,000 | Exact match | 2,885 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 2 | Money Management International MMImoneymanagement.org HQ: Stafford, TX, United StatesReported employees: 201-500 | Stafford, TX, United States | 201-500 | Exact match | 533 contacts → |
“Money Management International (MMI) is changing the way financial challenges are solved.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | MONEYmoney.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 348 contacts → |
“Money is committed to helping readers take charge of their finances and their futures.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Coastal Wealthmycoastalwealth.com HQ: Fort Lauderdale, FL, United StatesReported employees: 51-200 | Fort Lauderdale, FL, United States | 51-200 | Exact match | 263 contacts → |
“At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | County Of Roanokeramseycoach.com HQ: Roanoke, United StatesReported employees: Not recorded | Roanoke, United States | Not recorded | Exact match | 200 contacts → |
“Results Financia Coaching” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Alleviatealleviatefinancial.com HQ: Irvine, CA, United StatesReported employees: 201-500 | Irvine, CA, United States | 201-500 | Exact match | 189 contacts → |
“Alleviate is one of the fastest-growing next-generation financial services companies, revolutionizing people's journeys from being in debt to wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Northeast Financial Networknortheastfn.com HQ: Holmdel, NJ, United StatesReported employees: 11-50 | Holmdel, NJ, United States | 11-50 | Exact match | 125 contacts → |
“Imagine working with a network of financial professionals who understand you and have years of experience in helping you achieve good financial outcomes.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Financial Finessefinancialfinesse.com HQ: El Segundo, CA, United StatesReported employees: 51-200 | El Segundo, CA, United States | 51-200 | Exact match | 116 contacts → |
“Financial Finesse is the leading independent global provider of unbiased financial coaching as an employee benefit, driving measurable improvements in employee financial wellness…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Smartpro Financialsmartprofinancial.com HQ: Bradenton, FL, United StatesReported employees: 51-200 | Bradenton, FL, United States | 51-200 | Exact match | 100 contacts → |
“We create a simple map for your financial journey that encourages you to leave normal behind and guides you to the future you are hoping for!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Navicore Solutionsnavicoresolutions.org HQ: Manalapan, NJ, United StatesReported employees: 201-500 | Manalapan, NJ, United States | 201-500 | Exact match | 93 contacts → |
“Navicore Solutions is a national nonprofit organization dedicated to strengthening the well-being of individuals and families through education, guidance, advocacy, and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | clearpoint.orgclearpoint.org HQ: Stafford, TX, United StatesReported employees: 51-200 | Stafford, TX, United States | 51-200 | Exact match | 63 contacts → |
“Clearpoint is a national non-profit organization that helps consumers work through their financial challenges, set clear goals, and create a plan to reach them.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HD Growth Partnershdgrowthpartners.com HQ: Youngstown, OH, United StatesReported employees: 51-200 | Youngstown, OH, United States | 51-200 | Exact match | 62 contacts → |
“At HD Growth Partners, we believe in the value of relationships.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Apprisenapprisen.com HQ: Gahanna, OH, United StatesReported employees: 51-200 | Gahanna, OH, United States | 51-200 | Exact match | 61 contacts → |
“Founded in 1955, Apprisen (Consumer Credit Counseling Service of the Midwest Inc.) is a non-profit whose mission is to help people improve the health of their personal finances…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Common Sense Financialmycommonsensefinancial.com HQ: American Fork, UT, United StatesReported employees: 51-200 | American Fork, UT, United States | 51-200 | Exact match | 59 contacts → |
“We are passionate about providing financial education and answers for families and individuals from all walks of life.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Wealth Design Groupwealthdesigngroup.net HQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 57 contacts → |
“Wealth Design Group prioritizes financial coaching and service, aiming to inspire and guide families in investing truths and crafting purpose-driven plans.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | CCOAccoacares.com HQ: Fayetteville, AR, United StatesReported employees: 11-50 | Fayetteville, AR, United States | 11-50 | Exact match | 55 contacts → |
“Since 1995, CCOA has helped thousands of families in our community improve their financial stability by making a positive difference through financial counseling, education and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | GDS Wealth Managementgdswealth.com HQ: Flower Mound, TX, United StatesReported employees: 11-50 | Flower Mound, TX, United States | 11-50 | Exact match | 52 contacts → |
“GDS Wealth Management provides individuals and businesses with financial and investment planning services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Foster Klima & Companyfosterklima.com HQ: Minnetonka, MN, United StatesReported employees: 51-200 | Minnetonka, MN, United States | 51-200 | Exact match | 51 contacts → |
“Our vision is to Inspire and Empower Caring, Responsible Individuals to take control of their Financial Future and build more Spendable Wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | SME Cpassmecpa.com HQ: Augusta, GA, United StatesReported employees: 11-50 | Augusta, GA, United States | 11-50 | Exact match | 47 contacts → |
“Reaching your personal and business goals takes effort, perseverance… and a team of expert advisors that can assist you to formulate a plan that will take you where you want to go.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Novadebtnovadebt.org HQ: Freehold, NJ, United StatesReported employees: 201-500 | Freehold, NJ, United States | 201-500 | Exact match | 41 contacts → |
“Novadebt is now Navicore Solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Trycera Financial, INCtrycera.com HQ: Newport Beach, CA, United StatesReported employees: Not recorded | Newport Beach, CA, United States | Not recorded | Exact match | 37 contacts → |
“Founded in 2004, Trycera Financial, Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Tardus Wealth Strategiestardus.com HQ: Honolulu, HI, United StatesReported employees: 11-50 | Honolulu, HI, United States | 11-50 | Exact match | 36 contacts → |
“Tardus Wealth Strategies is a 20-year-old wealth-education and coaching company headquartered in Honolulu.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Forge Financial And Management Consultingforgeahead.com HQ: Des Moines, IA, United StatesReported employees: 11-50 | Des Moines, IA, United States | 11-50 | Exact match | 35 contacts → |
“Your guide for the road less traveled.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Oechslioechsli.com HQ: Greensboro, NC, United StatesReported employees: 11-50 | Greensboro, NC, United States | 11-50 | Exact match | 34 contacts → |
“Oechsli has undergone a remarkable journey since 1978.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | MLA Companiesmlacompanies.com HQ: Springboro, OH, United StatesReported employees: 11-50 | Springboro, OH, United States | 11-50 | Exact match | 32 contacts → |
“MLA provides business and organizational advice and support from the context of a finance discipline.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,875 company matches
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Financial coaching companies: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,875 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,875 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial coaching companies by metro
Questions about this company list
What does Exact match mean for financial coaching companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial coaching companies did RevenueBase find based in the United States?
The saved snapshot records 1,875 matching company records, 11,441 tracked contacts and 2,808 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial coaching companies by geography
- Financial coaching companies based in Atlanta, United States
- Financial coaching companies based in Denver, United States
- Financial coaching companies based in Houston, United States
- Financial coaching companies based in Los Angeles, United States
- Financial coaching companies based in New York, United States
- Financial coaching companies based in Australia
- Financial coaching companies based in Brazil
- Financial coaching companies based in Canada
- Financial coaching companies based in France
- Financial coaching companies based in Germany
- Financial coaching companies based in India
- Financial coaching companies based in Ireland
Cite this list
RevenueBase Data Team. Top 25 financial coaching companies based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-coaching-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Financial coaching companies based in Atlanta, United States
- Financial coaching companies based in Denver, United States
- Financial coaching companies based in Houston, United States
- Financial coaching companies based in Los Angeles, United States
- Financial coaching companies based in New York, United States
- Financial coaching companies based in Australia