Company lists · Data refreshed September 2026

Top 25 Financial literacy platforms based in the United States

RevenueBase identified 920 company matches for financial literacy platforms associated with the United States as of September 2026 and tracks 10,211 professional contacts across them, including 2,249 with verified work emails. New York is the largest hub.

This list covers company matches for financial literacy 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 28, 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 28, 2026 How this list was built
920Companies
10,211Contacts tracked
2,249Verified emails
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The 25 largest financial literacy platforms based in the United States

Ranked by team size
Top 25 of 920 company matches for financial literacy platforms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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 matchAlpharetta, GA, United StatesHQ recorded Sep 28, 202610001+867 contacts →

Exact match

“WealthWave is bringing an end to the global crisis of financial illiteracy by disrupting the largest industry in the world-the financial industry.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 2026501-1,000732 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 28, 2026 · View company records in RevenueBase
3Exact matchJersey City, NJ, United StatesHQ recorded Sep 28, 2026201-500674 contacts →

Exact match

“Forbes Advisor is a global platform dedicated to helping consumers make the best financial choices for their individual lives.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchNew York, United StatesHQ recorded Sep 28, 202651-200348 contacts →

Exact match

“Money is committed to helping readers take charge of their finances and their futures.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchDallas, TX, United StatesHQ recorded Sep 28, 20261,001-5,000338 contacts →

Exact match

“Financial education & leadership development platform Building leaders who help people take control of their financial future We are The People’s Company®”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchGreenwood Village, CO, United StatesHQ recorded Sep 28, 2026n/a302 contacts →

Exact match

“The Heartland Institute of Financial Education is a national non-profit 501 (c)(3) organization whose mission is to promote financial literacy across America.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchNew York, NY, United StatesHQ recorded Sep 28, 2026201-500286 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 28, 2026 · View company records in RevenueBase
8Exact matchDetroit, MI, United StatesHQ recorded Sep 28, 202651-200231 contacts →

Exact match

“Follow for financial news, data and education!”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202651-200145 contacts →

Exact match

“Monarch is the most comprehensive platform for managing your personal finances.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchAlpharetta, GA, United StatesHQ recorded Sep 28, 202610001+143 contacts →

Exact match

“TheMoneyBooks is on a mission to eradicate financial illiteracy-the #1 economic crisis in the world, which impacts more than 5 billion people across the planet.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchSan Mateo, CA, United StatesHQ recorded Sep 28, 202611-50116 contacts →

Exact match

“Bills.com is the leading resource for free and personalized money help.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchLos Angeles, CA, United StatesHQ recorded Sep 28, 20261,001-5,000114 contacts →

Exact match

“GOBankingRates ia a leading personal finance destination educating our audience on their money in order to LiveRicher.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchNY, United StatesHQ recorded Sep 28, 202651-200113 contacts →

Exact match

“Your favorite financial dictionary since plus markets news, trading simulator, and expert analysis.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchWestlake Village, CA, United StatesHQ recorded Sep 28, 2026n/a108 contacts →

Exact match

“Young Investors Society provides quality financial literacy education and programs to students from all backgrounds and socio-economic levels.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact matchPhiladelphia, PA, United StatesHQ recorded Sep 28, 202651-20092 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 28, 2026 · View company records in RevenueBase
16Exact matchSalt Lake City, UT, United StatesHQ recorded Sep 28, 202651-20073 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 28, 2026 · View company records in RevenueBase
17Exact matchProvo, UT, United StatesHQ recorded Sep 28, 202611-5071 contacts →

Exact match

“Banzai is an award-winning, interactive content platform that teaches real-world finance.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchDenver, CO, United StatesHQ recorded Sep 28, 202651-20070 contacts →

Exact match

“Young Americans Center for Financial Education is dedicated to developing the financial literacy of young people through real life experiences and hands-on programs to build…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchNY, United StatesHQ recorded Sep 28, 202611-5053 contacts →

Exact match

“Goalsetter is a financial education platform designed to equip students with real-world money skills for life.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202651-20052 contacts →

Exact match

“Sequoia is a trusted international software product company.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21Exact matchSan Diego, CA, United StatesHQ recorded Sep 28, 2026n/a48 contacts →

Exact match

“Interactive Seminars at Companies, Places of Worship and Organization - We Come to You!”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchServing U.s. And Global Communities, United StatesHQ recorded Sep 28, 202611-5043 contacts →

Exact match

“The National Financial Educators Council is an IACET Accredited Provider and Certified B Corporation committed to creating a world where people are informed to make qualified…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23Exact matchBrooklyn, NY, United StatesHQ recorded Sep 28, 202611-5042 contacts →

Exact match

“CentSai is a financial education provider with a suite of SaaS solutions for financial services firms, educational institutions and the workplace.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202651-20041 contacts →

Exact match

“When you’re trying to decide if it’s a good time to refinance your home loan or whether to pay down your student loans or credit cards first, what you really want is to make a…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25Exact matchNY, United StatesHQ recorded Sep 28, 202611-5040 contacts →

Exact match

“Helping you be smarter and successful with your money, work & life.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 25 of 920 financial literacy platforms based in the United States

See the full list, filter by size, metro and specialty, and access 2,249 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial literacy platforms based in the United States at a glance

As of Sep 28, 2026
22.0%Verified-email coverage
11.1Average contacts per company
1-10Median size (employees)
8.8%Largest-city concentration · New York
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
670
11-50
181
51-200
42
201-500
7
501-1,000
5
1,001-5,000
5
10001+
8

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 920 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 the United States whose business descriptions match “financial literacy 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 2,249 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 28, 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 literacy platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial literacy platforms are there based in the United States?

RevenueBase identified 920 company matches for financial literacy 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?

Wealthwave tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial literacy platforms?

New York leads with 81 company records, followed by Atlanta (36) and San Francisco (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 2,249 professional contacts with verified work emails tracked across these 920 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 28, 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.