Company lists · Data refreshed September 2026

Top 12 Financial coaching services based in Cincinnati, United States

RevenueBase identified 26 company matches for financial coaching services associated with Cincinnati, United States as of September 2026 and tracks 111 professional contacts across them, including 46 with verified work emails. Across the United States, New York is the largest hub for this category (91 companies); Cincinnati has 26.

This list covers company matches for financial coaching services associated with Cincinnati, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built
26Companies
111Contacts tracked
46Verified emails
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The 12 largest financial coaching services based in Cincinnati, United States

Ranked by team size
Top 12 of 26 company matches for financial coaching services based in Cincinnati, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchCincinnati, OH, United StatesHQ recorded Sep 20, 202611-5016 contacts →

Exact match

“What makes us distinct is we provide a comprehensive view of your financial life and all the factors that go into life planning.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2Exact matchCincinnati, OH, United StatesHQ recorded Sep 20, 20261-1012 contacts →

Exact match

“Wealth Planning Corporation has been providing financial planning and investment management services to investors since 1984.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3Exact matchCincinnati, OH, United StatesHQ recorded Sep 20, 202611-509 contacts →

Exact match

“We help our clients achieve their dreams for today, tomorrow, and well into the future.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4Exact matchCincinnati, OH, United StatesHQ recorded Sep 20, 20261-108 contacts →

Exact match

“For over 50 years, we have specialized in helping clients pave a path to financial independence.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchCincinnati, OH, United StatesHQ recorded Sep 20, 20261-105 contacts →

Exact match

“The Omega Financial Group is a team of financial professionals and staff serving clients in over 30 states.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6Exact matchCincinnati, OH, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“Huffman Wealth Management was founded on the concept that clients should never feel stressed or overwhelmed when seeking financial advice, so from the moment that you walk into…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchCincinnati, OH, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“All of your Investment, Tax, Insurance, and Financial matters in one easy to understand plan.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchCincinnati, OH, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“We are a financial services firm committed to helping people pursue their financial goals.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchCincinnati, OH, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

“At Clarity Wealth Management, our mission is to provide clarity and confidence through comprehensive financial planning, helping corporate professionals align their wealth with…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchCincinnati, OH, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

“Financial planning for families, individuals, and small businesses.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11Exact matchCincinnati, OH, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

“We provide simple, effective financial management strategies that assist our clients in developing behaviors to improve their short- and long-term financial outcomes.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12Exact matchCincinnati, OH, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

“Winters Financial Group is a financial services company based out of 3341 Harrison Ave, Cincinnati, Ohio, United States.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

Showing 12 of 26 financial coaching services based in Cincinnati, United States

See the full list, filter by size, metro and specialty, and access 46 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial coaching services based in Cincinnati, United States at a glance

As of Sep 20, 2026
41.4%Verified-email coverage
4.3Average contacts per company
1-10Median size (employees)
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
20
11-50
6

Email recency for this list is measured across the whole United States list rather than for Cincinnati, so it is reported there. Company counts and contact totals on this page are exact for Cincinnati, over 26 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with Cincinnati, United States whose business descriptions match “financial coaching services” 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 46 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

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 services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial coaching services are there based in Cincinnati, United States?

RevenueBase identified 26 company matches for financial coaching services associated with Cincinnati, 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?

Total Wealth Planning, LLC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most financial coaching services?

New York leads the United States with 91 company records, followed by Atlanta (73) and Houston (68). Cincinnati has 26.

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 46 professional contacts with verified work emails tracked across these 26 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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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.