Company lists · Data refreshed September 2026

Top 25 Financial coaching platforms based in the United States

Name: Financial coaching platforms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 1,326 companies tracked

RevenueBase identified 1,326 financial coaching platforms headquartered in the United States as of September 2026 and tracks 13,365 professional contacts across them, including 3,365 with verified work emails and 4,651 with mobile numbers. New York is the largest hub.

This list covers financial coaching platforms headquartered in the 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 2, 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 RevenueBase Smart Search rating on every row Refreshed Sep 2, 2026 86% judged on-target in blind review

1,326Companies

13,365Contacts tracked

3,365Verified emails

4,651Mobile numbers

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The 25 largest financial coaching platforms based in the United States

Ranked by team size

Top 25 of 1,326 financial coaching platforms based in the United States, ranked by team size, largest first. Data refreshed Sep 2, 2026. RevenueBase Smart Search rates how each company's information relates to financial coaching 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	First Command Financial Services, INC	Indirect evidence	Arlington, VA, United States	501-1,000	2,873 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 2, 2026
2	Personal Capital	Indirect evidence	Atlanta, GA, United States	201-500	1,154 contacts →
	Indirect evidence “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Source: RevenueBase Database · checked Sep 2, 2026
3	Nerdwallet	Partial evidence	San Francisco, CA, United States	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 2, 2026
4	Acorns	Partial evidence	Irvine, CA, United States	501-1,000	519 contacts →
	Partial evidence “Acorns believes that anyone can achieve financial wellness, that’s why they’ve been building simple, powerful money tools for everyday Americans and their kids since 2014.” Source: RevenueBase Database · checked Sep 2, 2026
5	MONEY	Indirect evidence	New York, United States	51-200	342 contacts →
	Indirect evidence “Money is committed to helping readers take charge of their finances and their futures.” Source: RevenueBase Database · checked Sep 2, 2026
6	Smartasset	Partial evidence	New York, NY, United States	201-500	285 contacts →
	Partial evidence “SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is to help people make smart financial decisions, reaching over an…” Source: RevenueBase Database · checked Sep 2, 2026
7	Albert	Indirect evidence	Los Angeles, CA, United States	51-200	255 contacts →
	Indirect evidence “We believe in making money simple.” Source: RevenueBase Database · checked Sep 2, 2026
8	STASH	Indirect evidence	NY, United States	201-500	241 contacts →
	Indirect evidence “Stash is a personal finance app that makes investing easy and affordable for millions of Americans.” Source: RevenueBase Database · checked Sep 2, 2026
9	M1	Partial evidence	Chicago, IL, United States	51-200	173 contacts →
	Partial evidence “M1 is a fast-growing fintech company and personal finance platform made for the modern era.” Source: RevenueBase Database · checked Sep 2, 2026
10	Monarch	Partial evidence	San Francisco, CA, United States	51-200	143 contacts →
	Partial evidence “Monarch is the most comprehensive platform for managing your personal finances.” Source: RevenueBase Database · checked Sep 2, 2026
11	Origin	Partial evidence	Boston, MA, United States	51-200	121 contacts →
	Partial evidence “Origin is your personal AI financial advisor.” Source: RevenueBase Database · checked Sep 2, 2026
12	Financial Finesse	Strong evidence	El Segundo, CA, United States	51-200	116 contacts →
	Strong evidence “Financial Finesse is the leading independent global provider of unbiased financial coaching as an employee benefit, driving measurable improvements in employee financial wellness…” Source: RevenueBase Database · checked Sep 2, 2026
13	Candidly	Indirect evidence	New York City, United States	51-200	100 contacts →
	Indirect evidence “Candidly is on a mission to empower Americans to pay off debt while simultaneously building wealth.” Source: RevenueBase Database · checked Sep 2, 2026
14	Credit Genie	Strong evidence	Philadelphia, PA, United States	51-200	91 contacts →
	Strong evidence “Credit Genie is a mobile-first financial wellness platform designed to help individuals take control of their financial future.” Source: RevenueBase Database · checked Sep 2, 2026
15	Paradigm Life	Partial evidence	Salt Lake City, UT, United States	51-200	73 contacts →
	Partial evidence “Millions of people follow financial advice that prevents them from achieving the future they deserve.” Source: RevenueBase Database · checked Sep 2, 2026
16	Finfit	Partial evidence	Virginia Beach, VA, United States	51-200	73 contacts →
	Partial evidence “FinFit was established in 2008 and is a leading provider of comprehensive financial wellness services, catering to over organizations throughout the United States.” Source: RevenueBase Database · checked Sep 2, 2026
17	clearpoint.org	Partial evidence	Stafford, TX, United States	51-200	63 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 2, 2026
18	Learnlux Financial Wellbeing	Partial evidence	Atlanta, GA, United States	51-200	58 contacts →
	Partial evidence “LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner®…” Source: RevenueBase Database · checked Sep 2, 2026
19	Fruitful	Partial evidence	New York, NY, United States	11-50	58 contacts →
	Partial evidence “Fruitful is the financial membership that transforms every paycheck into progress-guided by experts and powered by AI automation.” Source: RevenueBase Database · checked Sep 2, 2026
20	Wealth Design Group	Strong evidence	Houston, TX, United States	51-200	56 contacts →
	Strong evidence “Wealth Design Group prioritizes financial coaching and service, aiming to inspire and guide families in investing truths and crafting purpose-driven plans.” Source: RevenueBase Database · checked Sep 2, 2026
21	DIGIT	Partial evidence	San Francisco, CA, United States	51-200	56 contacts →
	Partial evidence “We’re on a mission to make financial health effortless for everyone.” Source: RevenueBase Database · checked Sep 2, 2026
22	Brightplan	Strong evidence	Boca Raton, FL, United States	11-50	54 contacts →
	Strong evidence “BrightPlan provides a leading financial wellness platform that helps employers improve employee financial outcomes and maximize the value of their benefits programs.” Source: RevenueBase Database · checked Sep 2, 2026
23	Earnup, INC	Indirect evidence	San Francisco, CA, United States	51-200	44 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 2, 2026
24	Finlocker	Strong evidence	St Louis, MO, United States	11-50	29 contacts →
	Strong evidence “FinLocker financial fitness platform transforms the way consumers prepare for a mortgage by offering data-driven personalized journeys to achieve homeownership and other important…” Source: RevenueBase Database · checked Sep 2, 2026
25	Oneblinc	Strong evidence	Miami, FL, United States	51-200	29 contacts →
	Strong evidence “We are a technology-driven financial platform, dedicated to bridging the payday gap with easily accessible financial products, credit repair, and financial education services to…” Source: RevenueBase Database · checked Sep 2, 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 coaching 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 coaching platforms.
Partial evidence: Its own public description names part of financial coaching platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial coaching 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 1,326 financial coaching platforms based in the United States

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Financial coaching platforms based in the United States at a glance

As of Sep 2, 2026

25.2%Verified-email coverage

34.8%Mobile-number coverage

10.1Average contacts per company

1-10Median size (employees)

4.1%Largest-city concentration · New York

Sep 2, 2026Page data refreshed

Companies by employee count

1-10

1,087

11-50

177

51-200

201-500

501-1,000

1,001-5,000

10001+

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 coaching 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 the United States whose own description of what they do matches “financial coaching 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 coaching 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 coaching platforms, and records with no verified work email. Companies headquartered outside United States 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, 3,365 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 2, 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 coaching platforms by metro

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 coaching 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 coaching platforms are there based in the United States?

RevenueBase identified 1,326 financial coaching platforms headquartered in the 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?

First Command Financial Services, INC, headquartered in Arlington, tops this list with the largest team on record.

Which city has the most financial coaching platforms?

New York leads with 55 headquartered companies, followed by San Francisco (36) and Atlanta (34).

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 3,365 verified decision-maker contacts tracked across these 1,326 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 2, 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 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.