Company lists · Data refreshed September 2026
Top 25 Financial coaching platforms based in the United States
RevenueBase identified 1,326 company matches for financial coaching platforms associated with 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 company matches for financial coaching platforms 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 2, 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 platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,873 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 2 | 1,154 contacts → | ||||
Exact match “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 3 | 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 2, 2026 · View company records in RevenueBase | |||||
| 4 | 519 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 5 | 342 contacts → | ||||
Exact match “Money is committed to helping readers take charge of their finances and their futures.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 6 | 285 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 7 | 255 contacts → | ||||
Exact match “We believe in making money simple.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 8 | 241 contacts → | ||||
Exact match “Stash is a personal finance app that makes investing easy and affordable for millions of Americans.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 9 | 173 contacts → | ||||
Exact match “M1 is a fast-growing fintech company and personal finance platform made for the modern era.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 10 | 143 contacts → | ||||
Exact match “Monarch is the most comprehensive platform for managing your personal finances.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 11 | 121 contacts → | ||||
Exact match “Origin is your personal AI financial advisor.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 12 | 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 2, 2026 · View company records in RevenueBase | |||||
| 13 | 100 contacts → | ||||
Exact match “Candidly is on a mission to empower Americans to pay off debt while simultaneously building wealth.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 14 | 91 contacts → | ||||
Exact match “Credit Genie is a mobile-first financial wellness platform designed to help individuals take control of their financial future.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 15 | 73 contacts → | ||||
Exact match “Millions of people follow financial advice that prevents them from achieving the future they deserve.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 16 | 73 contacts → | ||||
Exact match “FinFit was established in 2008 and is a leading provider of comprehensive financial wellness services, catering to over organizations throughout the United States.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 17 | 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 2, 2026 · View company records in RevenueBase | |||||
| 18 | 58 contacts → | ||||
Exact match “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®…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 19 | 58 contacts → | ||||
Exact match “Fruitful is the financial membership that transforms every paycheck into progress-guided by experts and powered by AI automation.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 20 | 56 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 2, 2026 · View company records in RevenueBase | |||||
| 21 | 56 contacts → | ||||
Exact match “We’re on a mission to make financial health effortless for everyone.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 22 | 54 contacts → | ||||
Exact match “BrightPlan provides a leading financial wellness platform that helps employers improve employee financial outcomes and maximize the value of their benefits programs.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 23 | 44 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 2, 2026 · View company records in RevenueBase | |||||
| 24 | 29 contacts → | ||||
Exact match “FinLocker financial fitness platform transforms the way consumers prepare for a mortgage by offering data-driven personalized journeys to achieve homeownership and other important…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 25 | 29 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 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 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 1,326 financial coaching platforms based in the United States
See the full list, filter by size, metro and specialty, and access 3,365 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial coaching platforms based in the United States at a glance
As of Sep 2, 2026Companies by employee count
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 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 3,365 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 2, 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.
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 platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial coaching platforms are there based in the United States?
RevenueBase identified 1,326 company matches for financial coaching platforms 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 platforms?
New York leads with 55 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 3,365 professional contacts with verified work emails tracked across these 1,326 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 2, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,326 financial coaching platforms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial coaching platforms by geography
- Financial coaching platforms based in the United Kingdom
- Financial coaching platforms based in Brazil
- Financial coaching platforms based in Australia
- Financial coaching platforms based in Canada
- Financial coaching platforms based in the Netherlands
- Financial coaching platforms based in Germany
- Financial coaching platforms based in France
- Financial coaching platforms based in Mexico
- Financial coaching platforms based in South Africa
- Financial coaching platforms based in Spain
- Financial coaching platforms based in Switzerland
- Financial coaching platforms based in New Zealand
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 platforms based in the United Kingdom
- Financial coaching platforms based in Brazil
- Financial coaching platforms based in Australia
- Financial coaching platforms based in Canada
- Financial coaching platforms based in the Netherlands
- Financial coaching platforms based in Germany
Company intelligence · public preview
Top 25 financial coaching platforms 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 1,326 matching company records for financial coaching platforms based in the United States, with 13,365 tracked contacts and 3,365 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 2, 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 platforms 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: HQ not recorded; location: Arlington, VA, United StatesReported employees: 501-1,000 | HQ not recorded; location: Arlington, VA, United States | 501-1,000 | Exact match | 2,873 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 2 |  Personal Capitalpersonalcapital.comHQ: HQ not recorded; location: Atlanta, GA, United StatesReported employees: 201-500 | HQ not recorded; location: Atlanta, GA, United States | 201-500 | Exact match | 1,154 contacts → |
“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Nerdwalletnerdwallet.comHQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 501-1,000 | HQ not recorded; location: San Francisco, CA, United States | 501-1,000 | Exact match | 732 contacts → |
“NerdWallet is on a mission to help provide clarity for consumers and SMBs so they can make financial decisions with confidence.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Acornsacorns.comHQ: HQ not recorded; location: Irvine, CA, United StatesReported employees: 501-1,000 | HQ not recorded; location: Irvine, CA, United States | 501-1,000 | Exact match | 519 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  MONEYmoney.comHQ: HQ not recorded; location: New York, United StatesReported employees: 51-200 | HQ not recorded; location: New York, United States | 51-200 | Exact match | 342 contacts → |
“Money is committed to helping readers take charge of their finances and their futures.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Smartassetsmartasset.comHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 201-500 | HQ not recorded; location: New York, NY, United States | 201-500 | Exact match | 285 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Albertalbert.comHQ: HQ not recorded; location: Los Angeles, CA, United StatesReported employees: 51-200 | HQ not recorded; location: Los Angeles, CA, United States | 51-200 | Exact match | 255 contacts → |
“We believe in making money simple.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  STASHstash.comHQ: HQ not recorded; location: NY, United StatesReported employees: 201-500 | HQ not recorded; location: NY, United States | 201-500 | Exact match | 241 contacts → |
“Stash is a personal finance app that makes investing easy and affordable for millions of Americans.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  M1m1.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 51-200 | HQ not recorded; location: Chicago, IL, United States | 51-200 | Exact match | 173 contacts → |
“M1 is a fast-growing fintech company and personal finance platform made for the modern era.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Monarchmonarch.comHQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 51-200 | HQ not recorded; location: San Francisco, CA, United States | 51-200 | Exact match | 143 contacts → |
“Monarch is the most comprehensive platform for managing your personal finances.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Originuseorigin.comHQ: HQ not recorded; location: Boston, MA, United StatesReported employees: 51-200 | HQ not recorded; location: Boston, MA, United States | 51-200 | Exact match | 121 contacts → |
“Origin is your personal AI financial advisor.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Financial Finessefinancialfinesse.comHQ: HQ not recorded; location: El Segundo, CA, United StatesReported employees: 51-200 | HQ not recorded; location: 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Candidlygetcandidly.comHQ: HQ not recorded; location: New York, United StatesReported employees: 51-200 | HQ not recorded; location: New York, United States | 51-200 | Exact match | 100 contacts → |
“Candidly is on a mission to empower Americans to pay off debt while simultaneously building wealth.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Credit Geniecreditgenie.comHQ: HQ not recorded; location: Philadelphia, PA, United StatesReported employees: 51-200 | HQ not recorded; location: Philadelphia, PA, United States | 51-200 | Exact match | 91 contacts → |
“Credit Genie is a mobile-first financial wellness platform designed to help individuals take control of their financial future.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Paradigm Lifeparadigmlife.netHQ: HQ not recorded; location: Salt Lake City, UT, United StatesReported employees: 51-200 | HQ not recorded; location: Salt Lake City, UT, United States | 51-200 | Exact match | 73 contacts → |
“Millions of people follow financial advice that prevents them from achieving the future they deserve.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Finfitfinfit.comHQ: HQ not recorded; location: Virginia Beach, VA, United StatesReported employees: 51-200 | HQ not recorded; location: Virginia Beach, VA, United States | 51-200 | Exact match | 73 contacts → |
“FinFit was established in 2008 and is a leading provider of comprehensive financial wellness services, catering to over organizations throughout the United States.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  clearpoint.orgclearpoint.orgHQ: HQ not recorded; location: Stafford, TX, United StatesReported employees: 51-200 | HQ not recorded; location: 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Learnlux Financial Wellbeinglearnlux.comHQ: HQ not recorded; location: Atlanta, GA, United StatesReported employees: 51-200 | HQ not recorded; location: Atlanta, GA, United States | 51-200 | Exact match | 58 contacts → |
“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®…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Fruitfulfruitful.comHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 11-50 | HQ not recorded; location: New York, NY, United States | 11-50 | Exact match | 58 contacts → |
“Fruitful is the financial membership that transforms every paycheck into progress-guided by experts and powered by AI automation.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Wealth Design Groupwealthdesigngroup.netHQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Houston, TX, United States | 51-200 | Exact match | 56 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  DIGITdigit.coHQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 51-200 | HQ not recorded; location: San Francisco, CA, United States | 51-200 | Exact match | 56 contacts → |
“We’re on a mission to make financial health effortless for everyone.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Brightplanbrightplan.comHQ: HQ not recorded; location: Boca Raton, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Boca Raton, FL, United States | 11-50 | Exact match | 54 contacts → |
“BrightPlan provides a leading financial wellness platform that helps employers improve employee financial outcomes and maximize the value of their benefits programs.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Earnup, INCearnup.comHQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 51-200 | HQ not recorded; location: San Francisco, CA, United States | 51-200 | Exact match | 44 contacts → |
“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 description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Finlockerfinlocker.comHQ: HQ not recorded; location: St. Louis, MO, United StatesReported employees: 11-50 | HQ not recorded; location: St. Louis, MO, United States | 11-50 | Exact match | 29 contacts → |
“FinLocker financial fitness platform transforms the way consumers prepare for a mortgage by offering data-driven personalized journeys to achieve homeownership and other important…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Oneblinconeblinc.comHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 51-200 | HQ not recorded; location: Miami, FL, United States | 51-200 | Exact match | 29 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,326 company matches
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Financial coaching platforms: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
1,322 records in the displayed employee bands.
4 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 2, 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 ↗
Questions about this company list
What does Exact match mean for financial coaching platforms?
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 platforms did RevenueBase find based in the United States?
The saved snapshot records 1,326 matching company records, 13,365 tracked contacts and 3,365 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 2, 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 platforms by geography
- Financial coaching platforms based in the United Kingdom
- Financial coaching platforms based in Brazil
- Financial coaching platforms based in Australia
- Financial coaching platforms based in Canada
- Financial coaching platforms based in the Netherlands
- Financial coaching platforms based in Germany
- Financial coaching platforms based in France
- Financial coaching platforms based in Mexico
- Financial coaching platforms based in South Africa
- Financial coaching platforms based in Spain
- Financial coaching platforms based in Switzerland
- Financial coaching platforms based in New Zealand
Cite this list
RevenueBase Data Team. Top 25 financial coaching platforms based in the United States. Snapshot: September 2, 2026. https://revenuebase.ai/companies/financial-coaching-platforms/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 platforms based in the United Kingdom
- Financial coaching platforms based in Brazil
- Financial coaching platforms based in Australia
- Financial coaching platforms based in Canada
- Financial coaching platforms based in the Netherlands
- Financial coaching platforms based in Germany
Company intelligence · public preview
Top 25 financial coaching platforms based in the United States
RevenueBase records 1,326 matching company records for financial coaching platforms based in the United States, with 13,365 tracked contacts and 3,365 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 2, 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 platforms 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: HQ not recorded; location: Arlington, VA, United StatesReported employees: 501-1,000 | HQ not recorded; location: Arlington, VA, United States | 501-1,000 | Exact match | 2,873 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 2 | Personal Capitalpersonalcapital.com HQ: HQ not recorded; location: Atlanta, GA, United StatesReported employees: 201-500 | HQ not recorded; location: Atlanta, GA, United States | 201-500 | Exact match | 1,154 contacts → |
“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Nerdwalletnerdwallet.com HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 501-1,000 | HQ not recorded; location: San Francisco, CA, United States | 501-1,000 | Exact match | 732 contacts → |
“NerdWallet is on a mission to help provide clarity for consumers and SMBs so they can make financial decisions with confidence.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Acornsacorns.com HQ: HQ not recorded; location: Irvine, CA, United StatesReported employees: 501-1,000 | HQ not recorded; location: Irvine, CA, United States | 501-1,000 | Exact match | 519 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | MONEYmoney.com HQ: HQ not recorded; location: New York, United StatesReported employees: 51-200 | HQ not recorded; location: New York, United States | 51-200 | Exact match | 342 contacts → |
“Money is committed to helping readers take charge of their finances and their futures.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Smartassetsmartasset.com HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 201-500 | HQ not recorded; location: New York, NY, United States | 201-500 | Exact match | 285 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Albertalbert.com HQ: HQ not recorded; location: Los Angeles, CA, United StatesReported employees: 51-200 | HQ not recorded; location: Los Angeles, CA, United States | 51-200 | Exact match | 255 contacts → |
“We believe in making money simple.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | STASHstash.com HQ: HQ not recorded; location: NY, United StatesReported employees: 201-500 | HQ not recorded; location: NY, United States | 201-500 | Exact match | 241 contacts → |
“Stash is a personal finance app that makes investing easy and affordable for millions of Americans.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | M1m1.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 51-200 | HQ not recorded; location: Chicago, IL, United States | 51-200 | Exact match | 173 contacts → |
“M1 is a fast-growing fintech company and personal finance platform made for the modern era.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Monarchmonarch.com HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 51-200 | HQ not recorded; location: San Francisco, CA, United States | 51-200 | Exact match | 143 contacts → |
“Monarch is the most comprehensive platform for managing your personal finances.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Originuseorigin.com HQ: HQ not recorded; location: Boston, MA, United StatesReported employees: 51-200 | HQ not recorded; location: Boston, MA, United States | 51-200 | Exact match | 121 contacts → |
“Origin is your personal AI financial advisor.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Financial Finessefinancialfinesse.com HQ: HQ not recorded; location: El Segundo, CA, United StatesReported employees: 51-200 | HQ not recorded; location: 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Candidlygetcandidly.com HQ: HQ not recorded; location: New York, United StatesReported employees: 51-200 | HQ not recorded; location: New York, United States | 51-200 | Exact match | 100 contacts → |
“Candidly is on a mission to empower Americans to pay off debt while simultaneously building wealth.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Credit Geniecreditgenie.com HQ: HQ not recorded; location: Philadelphia, PA, United StatesReported employees: 51-200 | HQ not recorded; location: Philadelphia, PA, United States | 51-200 | Exact match | 91 contacts → |
“Credit Genie is a mobile-first financial wellness platform designed to help individuals take control of their financial future.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Paradigm Lifeparadigmlife.net HQ: HQ not recorded; location: Salt Lake City, UT, United StatesReported employees: 51-200 | HQ not recorded; location: Salt Lake City, UT, United States | 51-200 | Exact match | 73 contacts → |
“Millions of people follow financial advice that prevents them from achieving the future they deserve.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Finfitfinfit.com HQ: HQ not recorded; location: Virginia Beach, VA, United StatesReported employees: 51-200 | HQ not recorded; location: Virginia Beach, VA, United States | 51-200 | Exact match | 73 contacts → |
“FinFit was established in 2008 and is a leading provider of comprehensive financial wellness services, catering to over organizations throughout the United States.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | clearpoint.orgclearpoint.org HQ: HQ not recorded; location: Stafford, TX, United StatesReported employees: 51-200 | HQ not recorded; location: 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Learnlux Financial Wellbeinglearnlux.com HQ: HQ not recorded; location: Atlanta, GA, United StatesReported employees: 51-200 | HQ not recorded; location: Atlanta, GA, United States | 51-200 | Exact match | 58 contacts → |
“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®…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Fruitfulfruitful.com HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 11-50 | HQ not recorded; location: New York, NY, United States | 11-50 | Exact match | 58 contacts → |
“Fruitful is the financial membership that transforms every paycheck into progress-guided by experts and powered by AI automation.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Wealth Design Groupwealthdesigngroup.net HQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Houston, TX, United States | 51-200 | Exact match | 56 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | DIGITdigit.co HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 51-200 | HQ not recorded; location: San Francisco, CA, United States | 51-200 | Exact match | 56 contacts → |
“We’re on a mission to make financial health effortless for everyone.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Brightplanbrightplan.com HQ: HQ not recorded; location: Boca Raton, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Boca Raton, FL, United States | 11-50 | Exact match | 54 contacts → |
“BrightPlan provides a leading financial wellness platform that helps employers improve employee financial outcomes and maximize the value of their benefits programs.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Earnup, INCearnup.com HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 51-200 | HQ not recorded; location: San Francisco, CA, United States | 51-200 | Exact match | 44 contacts → |
“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 description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Finlockerfinlocker.com HQ: HQ not recorded; location: St. Louis, MO, United StatesReported employees: 11-50 | HQ not recorded; location: St. Louis, MO, United States | 11-50 | Exact match | 29 contacts → |
“FinLocker financial fitness platform transforms the way consumers prepare for a mortgage by offering data-driven personalized journeys to achieve homeownership and other important…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Oneblinconeblinc.com HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 51-200 | HQ not recorded; location: Miami, FL, United States | 51-200 | Exact match | 29 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Financial coaching platforms: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
1,322 records in the displayed employee bands.
4 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 2, 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 ↗
Questions about this company list
What does Exact match mean for financial coaching platforms?
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 platforms did RevenueBase find based in the United States?
The saved snapshot records 1,326 matching company records, 13,365 tracked contacts and 3,365 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 2, 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 platforms by geography
- Financial coaching platforms based in the United Kingdom
- Financial coaching platforms based in Brazil
- Financial coaching platforms based in Australia
- Financial coaching platforms based in Canada
- Financial coaching platforms based in the Netherlands
- Financial coaching platforms based in Germany
- Financial coaching platforms based in France
- Financial coaching platforms based in Mexico
- Financial coaching platforms based in South Africa
- Financial coaching platforms based in Spain
- Financial coaching platforms based in Switzerland
- Financial coaching platforms based in New Zealand
Cite this list
RevenueBase Data Team. Top 25 financial coaching platforms based in the United States. Snapshot: September 2, 2026. https://revenuebase.ai/companies/financial-coaching-platforms/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
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- Financial coaching platforms based in the United Kingdom
- Financial coaching platforms based in Brazil
- Financial coaching platforms based in Australia
- Financial coaching platforms based in Canada
- Financial coaching platforms based in the Netherlands
- Financial coaching platforms based in Germany