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, how directly it supports the match, 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 SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list Match evidence 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

Unlock all 1,326 companies Free signup · no credit card · 500 free credits

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. Evidence rates how directly each company's own description names financial coaching platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	First Command Financial Services, INCIndirect evidence	Arlington, VA, United States	501-1,000	2,873
	Source: company website · checked Sep 2, 2026
2	Personal CapitalIndirect evidence	Atlanta, GA, United States	201-500	1,154
	“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Source: company website · checked Sep 2, 2026
3	NerdwalletPartial evidence	San Francisco, CA, United States	501-1,000	732
	“NerdWallet is on a mission to help provide clarity for consumers and SMBs so they can make financial decisions with confidence.” Source: company website · checked Sep 2, 2026
4	AcornsPartial evidence	Irvine, CA, United States	501-1,000	519
	“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: company website · checked Sep 2, 2026
5	MONEYIndirect evidence	New York, United States	51-200	342
	“Money is committed to helping readers take charge of their finances and their futures.” Source: company website · checked Sep 2, 2026
6	SmartassetPartial evidence	New York, NY, United States	201-500	285
	“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: company website · checked Sep 2, 2026
7	AlbertIndirect evidence	Los Angeles, CA, United States	51-200	255
	“We believe in making money simple.” Source: company website · checked Sep 2, 2026
8	STASHIndirect evidence	NY, United States	201-500	241
	“Stash is a personal finance app that makes investing easy and affordable for millions of Americans.” Source: company website · checked Sep 2, 2026
9	M1Partial evidence	Chicago, IL, United States	51-200	173
	“M1 is a fast-growing fintech company and personal finance platform made for the modern era.” Source: company website · checked Sep 2, 2026
10	MonarchPartial evidence	San Francisco, CA, United States	51-200	143
	“Monarch is the most comprehensive platform for managing your personal finances.” Source: company website · checked Sep 2, 2026
11	OriginPartial evidence	Boston, MA, United States	51-200	121
	“Origin is your personal AI financial advisor.” Source: company website · checked Sep 2, 2026
12	Financial FinesseStrong evidence	El Segundo, CA, United States	51-200	116
	“Financial Finesse is the leading independent global provider of unbiased financial coaching as an employee benefit, driving measurable improvements in employee financial wellness…” Source: company website · checked Sep 2, 2026
13	CandidlyIndirect evidence	New York City, United States	51-200	100
	“Candidly is on a mission to empower Americans to pay off debt while simultaneously building wealth.” Source: company website · checked Sep 2, 2026
14	Credit GenieStrong evidence	Philadelphia, PA, United States	51-200	91
	“Credit Genie is a mobile-first financial wellness platform designed to help individuals take control of their financial future.” Source: company website · checked Sep 2, 2026
15	Paradigm LifePartial evidence	Salt Lake City, UT, United States	51-200	73
	“Millions of people follow financial advice that prevents them from achieving the future they deserve.” Source: company website · checked Sep 2, 2026
16	FinfitPartial evidence	Virginia Beach, VA, United States	51-200	73
	“FinFit was established in 2008 and is a leading provider of comprehensive financial wellness services, catering to over organizations throughout the United States.” Source: company website · checked Sep 2, 2026
17	clearpoint.orgPartial evidence	Stafford, TX, United States	51-200	63
	“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: company website · checked Sep 2, 2026
18	Learnlux Financial WellbeingPartial evidence	Atlanta, GA, United States	51-200	58
	“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: company website · checked Sep 2, 2026
19	FruitfulPartial evidence	New York, NY, United States	11-50	58
	“Fruitful is the financial membership that transforms every paycheck into progress-guided by experts and powered by AI automation.” Source: company website · checked Sep 2, 2026
20	Wealth Design GroupStrong evidence	Houston, TX, United States	51-200	56
	“Wealth Design Group prioritizes financial coaching and service, aiming to inspire and guide families in investing truths and crafting purpose-driven plans.” Source: company website · checked Sep 2, 2026
21	DIGITPartial evidence	San Francisco, CA, United States	51-200	56
	“We’re on a mission to make financial health effortless for everyone.” Source: company website · checked Sep 2, 2026
22	BrightplanStrong evidence	Boca Raton, FL, United States	11-50	54
	“BrightPlan provides a leading financial wellness platform that helps employers improve employee financial outcomes and maximize the value of their benefits programs.” Source: company website · checked Sep 2, 2026
23	Earnup, INCIndirect evidence	San Francisco, CA, United States	51-200	44
	“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: company website · checked Sep 2, 2026
24	FinlockerStrong evidence	St Louis, MO, United States	11-50	29
	“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: company website · checked Sep 2, 2026
25	OneblincStrong evidence	Miami, FL, United States	51-200	29
	“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: company website · checked Sep 2, 2026

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

1-10Median size (employees)

New YorkLargest hub · 55 HQs

4,651Contacts with mobile numbers

Sep 2, 2026Data 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 evidence 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 SmartSearch, 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.
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 an evidence 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

Financial coaching platforms in New York55
Financial coaching platforms in San Francisco36
Financial coaching platforms in Atlanta34
Financial coaching platforms in Austin29
Financial coaching platforms in Chicago26
Financial coaching platforms in Boston25

Frequently asked

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 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.