Company lists · Data refreshed September 2026
Top 13 Financial coaching platforms based in Atlanta, United States
RevenueBase identified 37 financial coaching platforms headquartered in Atlanta, United States as of September 2026 and tracks 96 professional contacts across them, including 25 with verified work emails and 43 with mobile numbers. New York is the largest hub.
This list covers financial coaching platforms headquartered in Atlanta, 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 12, 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.
The 13 largest financial coaching platforms based in Atlanta, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 20 contacts → | ||||
Partial evidence “SmartPath is the leading provider of comprehensive financial education solutions in the country.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 2 | 11 contacts → | ||||
Indirect evidence “Clark Howard Inc (CHI) is a multi-media company dedicated to helping consumers to save more, spend less, and avoid rip-offs.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 3 | 11 contacts → | ||||
Indirect evidence “The Wealth Builder Inc.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 4 | 4 contacts → | ||||
Strong evidence “We are a comprehensive financial education platform that helps people improve their finances, increase their cash-flow, and grow their net-worth over time.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 5 | 4 contacts → | ||||
Partial evidence “Felton & Peel Wealth Management brings together three tenured financial experts who strive to do things differently; offering more than five decades of combined experience with a…” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 6 | 3 contacts → | ||||
Indirect evidence “MVP Consulting assists goal-oriented individuals in achieving their professional and/or personal finance goals.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 7 | 2 contacts → | ||||
Strong evidence “Empowering You to Achieve Financial Freedom and Purpose At COACHLINE, we guide individuals to enhance their financial lives through personalized coaching and spiritually aligned…” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 8 | 1 contacts → | ||||
Indirect evidence “Copiafy's online tools helps consumers and professionals manage their personal finances.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 9 | 1 contacts → | ||||
Partial evidence “The Master Playbook is a financial education and wellness company helping adult and student audiences build healthy money habits and generational wealth through simple, proven…” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 10 | 1 contacts → | ||||
Partial evidence “As a Financial Coach, I help you develop healthy money habits that will last.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 11 | 1 contacts → | ||||
Partial evidence “Bridging the financial literacy gap through access to education, portfolio management, and investment resources.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1 contacts → | ||||
Partial evidence “With our experience, we are committing to helping you and your family transform your financial wellbeing.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1 contacts → | ||||
Indirect evidence “My Common Cents Corp.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
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 13 of 37 financial coaching platforms based in Atlanta, United States
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Financial coaching platforms based in Atlanta, United States at a glance
As of Sep 12, 2026Companies by employee count
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 13.0dCompany record updated
Median 74.5dHow 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 Atlanta, 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 Atlanta 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, 25 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 12, 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 in the United States
- 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
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 Atlanta, United States?
RevenueBase identified 37 financial coaching platforms headquartered in Atlanta, 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?
Smartpath, headquartered in Atlanta, 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 25 verified decision-maker contacts tracked across these 37 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 12, 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.
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