Company lists · Data refreshed September 2026

Top 25 Financial planning platforms based in Chicago, United States

Name: Financial planning platforms based in Chicago, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 38 companies tracked

RevenueBase identified 38 financial planning platforms headquartered in Chicago, United States as of September 2026 and tracks 484 professional contacts across them, including 273 with verified work emails. Across the United States, New York is the largest hub for this category (103 companies); Chicago has 38.

This list covers financial planning platforms headquartered in Chicago, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

38Companies

484Contacts tracked

273Verified emails

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The 25 largest financial planning platforms based in Chicago, United States

Ranked by team size

Top 25 of 38 financial planning platforms based in Chicago, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Ycharts	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	183 contacts →
	Indirect evidence “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Source: RevenueBase Database · checked Sep 28, 2026
2	Advyzon	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	108 contacts →
	Indirect evidence “In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Source: RevenueBase Database · checked Sep 28, 2026
3	Promanage LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	501-1,000	17 contacts →
	Partial evidence “We help employees prepare for retirement and more with our solutions, which include The ProManage PROgram, Vision, and the financial wellness app, BeFine.” Source: RevenueBase Database · checked Sep 28, 2026
4	Nextcapital	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	15 contacts →
	Partial evidence “NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Source: RevenueBase Database · checked Sep 28, 2026
5	Sound Advice	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	14 contacts →
	Indirect evidence “Sound Advice is a mobile app designed for the next generation of wealth-builders.” Source: RevenueBase Database · checked Sep 28, 2026
6	Derose Financial Planning Group	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	12 contacts →
	Strong evidence “DeRose Financial Planning Group, located in the greater Chicago metropolitan area, is an award winning, nationally recognized financial planning & wealth management firm, helping…” Source: RevenueBase Database · checked Sep 28, 2026
7	Catalyst Planning Partners	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Strong evidence “We provide financial planning and wealth management services to entrepreneurs, executives, and decision makers across the country.” Source: RevenueBase Database · checked Sep 28, 2026
8	Expressive Wealth	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “Whether you’re investing for the first time, navigating complex tax laws, or planning your estate, we have the team to help you achieve your wealth goals with a holistic approach.” Source: RevenueBase Database · checked Sep 28, 2026
9	Anasova	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “Anasova – Smarter Lead Generation for Financial Services Every lead gen service promises “hot” leads, yet they leave you chasing dead ends.” Source: RevenueBase Database · checked Sep 28, 2026
10	Shaping Wealth	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “Shaping Wealth is a learning technology platform dedicated to transforming the human experience of money.” Source: RevenueBase Database · checked Sep 28, 2026
11	Financial Solutions Advisory Group, INC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Strong evidence “We deliver personalized wealth management and financial planning, helping clients navigate their pre-retirement years and retire with confidence, peace of mind, and financial…” Source: RevenueBase Database · checked Sep 28, 2026
12	Modeloptic	Indirect evidence	Chicago, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “The best FP & A tool since Excel.” Source: RevenueBase Database · checked Sep 28, 2026
13	Serenity Wealth Management LLC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “At Serenity Wealth Management, we provide comprehensive financial planning services designed to help you achieve your financial goals.” Source: RevenueBase Database · checked Sep 28, 2026
14	Podesta Capital Of Apollon	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Indirect evidence “Podesta Capital Apollon is a 3rd generation wealth management firm established, first and foremost, to benefit our clients.” Source: RevenueBase Database · checked Sep 28, 2026
15	The Change Advisory Group	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “Achieve your unique financial goals with our dynamic investment planning.” Source: RevenueBase Database · checked Sep 28, 2026
16	Park Piedmont Advisors, LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	3 contacts →
	Indirect evidence “For every life stage, Park Piedmont Advisors offers fiduciary guidance that’s principled, personal, and practical.” Source: RevenueBase Database · checked Sep 28, 2026
17	Smart Wealth Strategies, INC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “We don't believe in financial planning the way it is being sold to the American public.” Source: RevenueBase Database · checked Sep 28, 2026
18	Krebs Financial Management, LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Krebs Financial offers an immersive client-advisor relationship where trust, transparency, and consistent communication are the pillars that lift you to your unique and empowering…” Source: RevenueBase Database · checked Sep 28, 2026
19	Canady Financial Group	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “In a lot of ways tradition financial planning has failed.” Source: RevenueBase Database · checked Sep 28, 2026
20	Hightower & Boler, LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “As the President and CEO of Hightower & Boler, Mr.” Source: RevenueBase Database · checked Sep 28, 2026
21	Mindful Wealth LLC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Strong evidence “MISSION \| VISION \| VALUES Mindful Wealth LLC provides comprehensive planning, balance sheet creation, investment analysis and thoughtful advice, resulting in financial clarity for…” Source: RevenueBase Database · checked Sep 28, 2026
22	Brightpath Financial	Partial evidence	Chicago, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “Our services can cover just about any financial matter arising in your life.” Source: RevenueBase Database · checked Sep 28, 2026
23	The Wealth Pool	Strong evidence	Chicago, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Strong evidence “The Wealth Pool (TWP) is an online, self-directed financial planning tool that collects, cleans and organizes "pools" of household data to help consumers make better financial…” Source: RevenueBase Database · checked Sep 28, 2026
24	Optimized Financial Strategies	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “Optimized Financial Strategies provides small and mid-sized business owners and their employees with a strategic blueprint to achieve their financial goals.” Source: RevenueBase Database · checked Sep 28, 2026
25	ATK Financial Prosperity, LLC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Strong evidence “We offer personal ongoing financial planning.” Source: RevenueBase Database · checked Sep 28, 2026

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 planning 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 planning platforms.
Partial evidence: Its own public description names part of financial planning platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning 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 38 financial planning platforms based in Chicago, United States

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Financial planning platforms based in Chicago, United States at a glance

As of Sep 28, 2026

56.4%Verified-email coverage

12.7Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 38 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 planning 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 Chicago, United States whose own description of what they do matches “financial planning 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 planning 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 planning platforms, and records with no verified work email. Companies headquartered outside Chicago 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, 273 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 planning platforms by metro in the United States

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 planning 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 planning platforms are there based in Chicago, United States?

RevenueBase identified 38 financial planning platforms headquartered in Chicago, 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?

Ycharts, headquartered in Chicago, tops this list with the largest team on record.

Which city in the United States has the most financial planning platforms?

New York leads the United States with 103 headquartered companies, followed by San Francisco (55) and Austin (48). Chicago has 38.

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 273 verified decision-maker contacts tracked across these 38 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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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.