Company lists · Data refreshed September 2026
Top 25 Financial literacy platforms based in the United States
RevenueBase identified 920 financial literacy platforms headquartered in 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 financial literacy 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 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 25 largest financial literacy platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 867 contacts → | ||||
Partial evidence “WealthWave is bringing an end to the global crisis of financial illiteracy by disrupting the largest industry in the world-the financial industry.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 732 contacts → | ||||
Partial evidence “NerdWallet is on a mission to help provide clarity for consumers and SMBs so they can make financial decisions with confidence.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 674 contacts → | ||||
Strong evidence “Forbes Advisor is a global platform dedicated to helping consumers make the best financial choices for their individual lives.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 348 contacts → | ||||
Indirect evidence “Money is committed to helping readers take charge of their finances and their futures.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 338 contacts → | ||||
Strong evidence “Financial education & leadership development platform Building leaders who help people take control of their financial future We are The People’s Company®” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 302 contacts → | ||||
Strong evidence “The Heartland Institute of Financial Education is a national non-profit 501 (c)(3) organization whose mission is to promote financial literacy across America.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 286 contacts → | ||||
Partial evidence “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: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 231 contacts → | ||||
Partial evidence “Follow for financial news, data and education!” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 145 contacts → | ||||
Partial evidence “Monarch is the most comprehensive platform for managing your personal finances.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 143 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 116 contacts → | ||||
Indirect evidence “Bills.com is the leading resource for free and personalized money help.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 114 contacts → | ||||
Indirect evidence “GOBankingRates ia a leading personal finance destination educating our audience on their money in order to LiveRicher.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 113 contacts → | ||||
Partial evidence “Your favorite financial dictionary since plus markets news, trading simulator, and expert analysis.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 108 contacts → | ||||
Strong evidence “Young Investors Society provides quality financial literacy education and programs to students from all backgrounds and socio-economic levels.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 92 contacts → | ||||
Strong evidence “Credit Genie is a mobile-first financial wellness platform designed to help individuals take control of their financial future.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 73 contacts → | ||||
Partial evidence “Millions of people follow financial advice that prevents them from achieving the future they deserve.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 71 contacts → | ||||
Partial evidence “Banzai is an award-winning, interactive content platform that teaches real-world finance.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 70 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 53 contacts → | ||||
Strong evidence “Goalsetter is a financial education platform designed to equip students with real-world money skills for life.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 52 contacts → | ||||
Indirect evidence “Sequoia is a trusted international software product company.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 48 contacts → | ||||
Indirect evidence “Interactive Seminars at Companies, Places of Worship and Organization - We Come to You!” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 43 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 42 contacts → | ||||
Partial evidence “CentSai is a financial education provider with a suite of SaaS solutions for financial services firms, educational institutions and the workplace.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 41 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 40 contacts → | ||||
Indirect evidence “Helping you be smarter and successful with your money, work & life.” Source: RevenueBase Database · checked Sep 28, 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 literacy 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 literacy platforms.
- Partial evidence
- Its own public description names part of financial literacy platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial literacy 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 25 of 920 financial literacy platforms based in the United States
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Financial literacy platforms based in the United States at a glance
As of Sep 28, 2026Companies by employee count
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
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial literacy 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 the United States whose own description of what they do matches “financial literacy 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 literacy 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 literacy 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 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, 2,249 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 28, 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 literacy platforms by metro
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 literacy 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 literacy platforms are there based in the United States?
RevenueBase identified 920 financial literacy 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?
Wealthwave, headquartered in Alpharetta, tops this list with the largest team on record.
Which city has the most financial literacy platforms?
New York leads with 69 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 2,249 verified decision-maker contacts tracked across these 920 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 28, 2026.
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Financial literacy platforms by geography
- Financial literacy platforms based in Toronto, Canada
- Financial literacy platforms based in Paris, France
- Financial literacy platforms based in Mumbai, India
- Financial literacy platforms based in London, United Kingdom
- Financial literacy platforms based in Atlanta, United States
- Financial literacy platforms based in New York, United States
- Financial literacy platforms based in San Francisco, United States
- Financial literacy platforms based in Australia
- Financial literacy platforms based in Brazil
- Financial literacy platforms based in Canada
- Financial literacy platforms based in Chile
- Financial literacy platforms based in France
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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