Company lists · Data refreshed September 2026

Top 22 Financial coaching services based in Denver, United States

Name: Financial coaching services based in Denver, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 47 companies tracked

RevenueBase identified 47 company matches for financial coaching services associated with Denver, United States as of September 2026 and tracks 129 professional contacts across them, including 57 with verified work emails. Across the United States, New York is the largest hub for this category (91 companies); Denver has 47.

This list covers company matches for financial coaching services associated with Denver, 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

47Companies

129Contacts tracked

57Verified emails

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The 22 largest financial coaching services based in Denver, United States

Ranked by team size

Top 22 of 47 company matches for financial coaching services based in Denver, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Betterwealth	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	15 contacts →
	Exact match “With a mission to help people see and reach their highest potential, Betterwealth is turning the financial services industry on it's head.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Mountain Financial, LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “In the world of finance, what is it that financial institutions deliver?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Finance Pals	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “Finance Pals provides bookkeeping, accounting, FP & A, cash flow forecasting, Fractional CFO, tax work and consulting for startups and other businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Sindrich & Associates	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “The financial advice world is filled with enough complexity, jargon and opinions it can be difficult to navigate on your own.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Colorado Wealth Group	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Colorado Wealth Group is the premier destination for comprehensive financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Vitalfinancialsllc	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Money is simply a tool.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Lotus Financial Partners	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “LOTUS Financial Partners is focused on being a partner in your journey to a more secure, free, and meaningful life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Strategic Wealth Designs LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Your business is your family's lifeblood; a pillar in your community.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	5280 Associates Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “5280 Associates Wealth Management is a company based out of DENVER, CO, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Jake Marvin Financial Coaching	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “We help high-earning young professionals efficiently attack their student loan debt and use their salary as an advantage to start building life-changing wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Thrive At Money	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “By taking charge of their financial future, I help my clients no longer feel chained to their desks, drowning in dread over mounting credit card bills, or transform their…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	IC Assist, LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Customized Accounting Solutions” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Financial Impact	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Financial Impact delivers transformational financial wellness experiences for organizations and everyday leaders.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Colorado Business Accountants	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “If it was easy, everyone would do it.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Critical Business Measures	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Some numbers are critical to know when you’re starting or growing a business.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	CFO Minded	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “CFO Minded helps small businesses achieve market dominance while staying true to their mission.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Snowcap Financial	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Financial Planning for Driven Young Professionals and Their Families You want to learn how to make money work for you, buy a house, get married or start a family, change careers…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Cairn Financial Advisors, LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “You want to feel organized, on track, and confident without spending all of your free time worrying about your finances.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Epiphany Financial Therapy	Exact match	Denver, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Epiphany Financial Therapy merges the robust methodologies of money mindset shift, behavioral financial planning & somatic breathwork healing to pave the way toward financial &…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Level UP Financial Coaching	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Personal financial coaching for busy professionals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Generation Heritage	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Welcome to Generation Heritage!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	CFO Business Advisors LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “CFO Business Advisors LLC was formed in 2011 to allow small and medium sized firms access to experienced CFO level services.” Recorded in the RevenueBase company graph · Sep 20, 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 services”. 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 22 of 47 financial coaching services based in Denver, United States

See the full list, filter by size, metro and specialty, and access 57 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 20, 2026

44.2%Verified-email coverage

2.7Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Denver, so it is reported there. Company counts and contact totals on this page are exact for Denver, over 47 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 Denver, 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 57 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.

Financial coaching services by metro in the United States

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 Denver, United States?

RevenueBase identified 47 company matches for financial coaching services associated with Denver, 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?

Betterwealth 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). Denver has 47.

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 57 professional contacts with verified work emails tracked across these 47 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.