Company lists · Data refreshed September 2026
Top 25 Financial planning platforms based in Chicago, United States
RevenueBase identified 38 company matches for financial planning platforms associated with 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 (112 companies); Chicago has 38.
This list covers company matches for financial planning platforms associated with Chicago, 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.
The 25 largest financial planning platforms based in Chicago, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 183 contacts → | ||||
Exact match “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 108 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 17 contacts → | ||||
Exact match “We help employees prepare for retirement and more with our solutions, which include The ProManage PROgram, Vision, and the financial wellness app, BeFine.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 15 contacts → | ||||
Exact match “NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 14 contacts → | ||||
Exact match “Sound Advice is a mobile app designed for the next generation of wealth-builders.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 12 contacts → | ||||
Exact match “DeRose Financial Planning Group, located in the greater Chicago metropolitan area, is an award winning, nationally recognized financial planning & wealth management firm, helping…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 9 contacts → | ||||
Exact match “We provide financial planning and wealth management services to entrepreneurs, executives, and decision makers across the country.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 9 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 7 contacts → | ||||
Exact match “Anasova – Smarter Lead Generation for Financial Services Every lead gen service promises “hot” leads, yet they leave you chasing dead ends.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 7 contacts → | ||||
Exact match “Shaping Wealth is a learning technology platform dedicated to transforming the human experience of money.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 7 contacts → | ||||
Exact match “We deliver personalized wealth management and financial planning, helping clients navigate their pre-retirement years and retire with confidence, peace of mind, and financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “The best FP & A tool since Excel.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “At Serenity Wealth Management, we provide comprehensive financial planning services designed to help you achieve your financial goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “Podesta Capital Apollon is a 3rd generation wealth management firm established, first and foremost, to benefit our clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “Achieve your unique financial goals with our dynamic investment planning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “For every life stage, Park Piedmont Advisors offers fiduciary guidance that’s principled, personal, and practical.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “We don't believe in financial planning the way it is being sold to the American public.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “In a lot of ways tradition financial planning has failed.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “As the President and CEO of Hightower & Boler, Mr.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “MISSION | VISION | VALUES Mindful Wealth LLC provides comprehensive planning, balance sheet creation, investment analysis and thoughtful advice, resulting in financial clarity for…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Our services can cover just about any financial matter arising in your life.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Optimized Financial Strategies provides small and mid-sized business owners and their employees with a strategic blueprint to achieve their financial goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “We offer personal ongoing financial planning.” Recorded in the RevenueBase company graph · Sep 28, 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 planning platforms”. 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 25 of 38 financial planning platforms based in Chicago, United States
See the full list, filter by size, metro and specialty, and access 273 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial planning platforms based in Chicago, United States at a glance
As of Sep 28, 2026Companies by employee count
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
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 Chicago, United States whose business descriptions match “financial planning 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 273 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.
Financial planning platforms by metro in the United States
- Financial planning platforms in New York112
- Financial planning platforms in San Francisco55
- Financial planning platforms in Austin48
- Financial planning platforms in Houston46
- Financial planning platforms in Boston36
- Financial planning platforms in Denver36
- Financial planning platforms in San Diego35
- Financial planning platforms in Charlotte31
- Financial planning platforms in Scottsdale31
- Financial planning platforms in Dallas30
- Financial planning platforms in Los Angeles30
- Financial planning platforms in Atlanta28
- Financial planning platforms in Phoenix28
- Financial planning platforms in Raleigh26
- Financial planning platforms in Seattle26
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 planning platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning platforms are there based in Chicago, United States?
RevenueBase identified 38 company matches for financial planning platforms associated with Chicago, 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?
Ycharts 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 planning platforms?
New York leads the United States with 112 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 273 professional contacts with verified work emails tracked across these 38 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.
Ready to reach these companies? Verified emails and direct dials for all 38 financial planning platforms based in Chicago, United States. Start with a free account, no credit card.
Download this list →Related lists
Financial planning platforms by geography
- Financial planning platforms based in Melbourne, Australia
- Financial planning platforms based in Sydney, Australia
- Financial planning platforms based in Sao Paulo, Brazil
- Financial planning platforms based in Toronto, Canada
- Financial planning platforms based in Vancouver, Canada
- Financial planning platforms based in Paris, France
- Financial planning platforms based in Bangalore, India
- Financial planning platforms based in Hyderabad, India
- Financial planning platforms based in Mumbai, India
- Financial planning platforms based in Pune, India
- Financial planning platforms based in Singapore, Singapore
- Financial planning platforms based in Johannesburg, South Africa
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial planning platforms based in Melbourne, Australia
- Financial planning platforms based in Sydney, Australia
- Financial planning platforms based in Sao Paulo, Brazil
- Financial planning platforms based in Toronto, Canada
- Financial planning platforms based in Vancouver, Canada
- Financial planning platforms based in Paris, France
Company intelligence · public preview
Top 25 financial planning platforms based in Chicago, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 38 matching company records for financial planning platforms based in Chicago, United States, with 484 tracked contacts and 273 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial planning platforms based in Chicago, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Ychartsycharts.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 183 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Advyzonadvyzon.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 108 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Promanage LLCpromanageplan.comHQ: Chicago, IL, United StatesReported employees: 501-1,000 | Chicago, IL, United States | 501-1,000 | Exact match | 17 contacts → |
“We help employees prepare for retirement and more with our solutions, which include The ProManage PROgram, Vision, and the financial wellness app, BeFine.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Nextcapitalnextcapital.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 15 contacts → |
“NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Sound Advicesoundadvice.aiHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 14 contacts → |
“Sound Advice is a mobile app designed for the next generation of wealth-builders.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Derose Financial Planning Groupderosefpg.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 12 contacts → |
“DeRose Financial Planning Group, located in the greater Chicago metropolitan area, is an award winning, nationally recognized financial planning & wealth management firm, helping…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Catalyst Planning Partnerscatalyst.nm.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 9 contacts → |
“We provide financial planning and wealth management services to entrepreneurs, executives, and decision makers across the country.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Expressive Wealthexpressivewealth.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 9 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Anasovaanasova.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 7 contacts → |
“Anasova – Smarter Lead Generation for Financial Services Every lead gen service promises “hot” leads, yet they leave you chasing dead ends.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Shaping Wealthshapingwealth.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 7 contacts → |
“Shaping Wealth is a learning technology platform dedicated to transforming the human experience of money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Financial Solutions Advisory Group, INCfsadvisorygroup.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 7 contacts → |
“We deliver personalized wealth management and financial planning, helping clients navigate their pre-retirement years and retire with confidence, peace of mind, and financial…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Modelopticmodeloptic.comHQ: Chicago, United StatesReported employees: 1-10 | Chicago, United States | 1-10 | Exact match | 5 contacts → |
“The best FP & A tool since Excel.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Serenity Wealth Management LLCserenitywm.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 5 contacts → |
“At Serenity Wealth Management, we provide comprehensive financial planning services designed to help you achieve your financial goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Podesta Capital Of Apollonpodestacapital.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 5 contacts → |
“Podesta Capital Apollon is a 3rd generation wealth management firm established, first and foremost, to benefit our clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | The Change Advisory Groupchangeadvisory.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 4 contacts → |
“Achieve your unique financial goals with our dynamic investment planning.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Park Piedmont Advisors, LLCparkpiedmont.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 3 contacts → |
“For every life stage, Park Piedmont Advisors offers fiduciary guidance that’s principled, personal, and practical.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Smart Wealth Strategies, INCsmartwealthstrategies.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 2 contacts → |
“We don't believe in financial planning the way it is being sold to the American public.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Krebs Financial Management, LLCkrebsfinancial.net HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 2 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Canady Financial Groupcanadyfinancial.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 2 contacts → |
“In a lot of ways tradition financial planning has failed.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Hightower & Boler, LLChightowerandbolerllc.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 1 contacts → |
“As the President and CEO of Hightower & Boler, Mr.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Mindful Wealth LLCmindfulwealthllc.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 1 contacts → |
“MISSION | VISION | VALUES Mindful Wealth LLC provides comprehensive planning, balance sheet creation, investment analysis and thoughtful advice, resulting in financial clarity for…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Brightpath Financialbrightpathfinancial.com HQ: Chicago, United StatesReported employees: 1-10 | Chicago, United States | 1-10 | Exact match | 1 contacts → |
“Our services can cover just about any financial matter arising in your life.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  The Wealth Poolthewealthpool.comHQ: Chicago, United StatesReported employees: 1-10 | Chicago, United States | 1-10 | Exact match | 1 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Optimized Financial Strategiesoptfinancialstrategies.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 1 contacts → |
“Optimized Financial Strategies provides small and mid-sized business owners and their employees with a strategic blueprint to achieve their financial goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | ATK Financial Prosperity, LLCatkfp.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 1 contacts → |
“We offer personal ongoing financial planning.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 38 company matches
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Financial planning platforms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
38 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial planning platforms by metro in the United States
- Financial planning platforms in New York112
- Financial planning platforms in San Francisco55
- Financial planning platforms in Austin48
- Financial planning platforms in Houston46
- Financial planning platforms in Boston36
- Financial planning platforms in Denver36
- Financial planning platforms in San Diego35
- Financial planning platforms in Charlotte31
- Financial planning platforms in Scottsdale31
- Financial planning platforms in Dallas30
- Financial planning platforms in Los Angeles30
- Financial planning platforms in Atlanta28
- Financial planning platforms in Phoenix28
- Financial planning platforms in Raleigh26
- Financial planning platforms in Seattle26
Questions about this company list
What does Exact match mean for financial planning platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning platforms did RevenueBase find based in Chicago, United States?
The saved snapshot records 38 matching company records, 484 tracked contacts and 273 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial planning platforms by geography
- Financial planning platforms based in Melbourne, Australia
- Financial planning platforms based in Sydney, Australia
- Financial planning platforms based in Sao Paulo, Brazil
- Financial planning platforms based in Toronto, Canada
- Financial planning platforms based in Vancouver, Canada
- Financial planning platforms based in Paris, France
- Financial planning platforms based in Bangalore, India
- Financial planning platforms based in Hyderabad, India
- Financial planning platforms based in Mumbai, India
- Financial planning platforms based in Pune, India
- Financial planning platforms based in Singapore, Singapore
- Financial planning platforms based in Johannesburg, South Africa
Cite this list
RevenueBase Data Team. Top 25 financial planning platforms based in Chicago, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-planning-platforms/united-states/chicago.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial planning platforms based in Melbourne, Australia
- Financial planning platforms based in Sydney, Australia
- Financial planning platforms based in Sao Paulo, Brazil
- Financial planning platforms based in Toronto, Canada
- Financial planning platforms based in Vancouver, Canada
- Financial planning platforms based in Paris, France
Company intelligence · public preview
Top 25 financial planning platforms based in Chicago, United States
RevenueBase records 38 matching company records for financial planning platforms based in Chicago, United States, with 484 tracked contacts and 273 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial planning platforms based in Chicago, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Ychartsycharts.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 183 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Advyzonadvyzon.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 108 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Promanage LLCpromanageplan.com HQ: Chicago, IL, United StatesReported employees: 501-1,000 | Chicago, IL, United States | 501-1,000 | Exact match | 17 contacts → |
“We help employees prepare for retirement and more with our solutions, which include The ProManage PROgram, Vision, and the financial wellness app, BeFine.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Nextcapitalnextcapital.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 15 contacts → |
“NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Sound Advicesoundadvice.ai HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 14 contacts → |
“Sound Advice is a mobile app designed for the next generation of wealth-builders.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Derose Financial Planning Groupderosefpg.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 12 contacts → |
“DeRose Financial Planning Group, located in the greater Chicago metropolitan area, is an award winning, nationally recognized financial planning & wealth management firm, helping…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Catalyst Planning Partnerscatalyst.nm.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 9 contacts → |
“We provide financial planning and wealth management services to entrepreneurs, executives, and decision makers across the country.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Expressive Wealthexpressivewealth.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 9 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Anasovaanasova.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 7 contacts → |
“Anasova – Smarter Lead Generation for Financial Services Every lead gen service promises “hot” leads, yet they leave you chasing dead ends.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Shaping Wealthshapingwealth.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 7 contacts → |
“Shaping Wealth is a learning technology platform dedicated to transforming the human experience of money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Financial Solutions Advisory Group, INCfsadvisorygroup.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 7 contacts → |
“We deliver personalized wealth management and financial planning, helping clients navigate their pre-retirement years and retire with confidence, peace of mind, and financial…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Modelopticmodeloptic.com HQ: Chicago, United StatesReported employees: 1-10 | Chicago, United States | 1-10 | Exact match | 5 contacts → |
“The best FP & A tool since Excel.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Serenity Wealth Management LLCserenitywm.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 5 contacts → |
“At Serenity Wealth Management, we provide comprehensive financial planning services designed to help you achieve your financial goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Podesta Capital Of Apollonpodestacapital.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 5 contacts → |
“Podesta Capital Apollon is a 3rd generation wealth management firm established, first and foremost, to benefit our clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | The Change Advisory Groupchangeadvisory.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 4 contacts → |
“Achieve your unique financial goals with our dynamic investment planning.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Park Piedmont Advisors, LLCparkpiedmont.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 3 contacts → |
“For every life stage, Park Piedmont Advisors offers fiduciary guidance that’s principled, personal, and practical.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Smart Wealth Strategies, INCsmartwealthstrategies.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 2 contacts → |
“We don't believe in financial planning the way it is being sold to the American public.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Krebs Financial Management, LLCkrebsfinancial.net HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 2 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Canady Financial Groupcanadyfinancial.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 2 contacts → |
“In a lot of ways tradition financial planning has failed.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Hightower & Boler, LLChightowerandbolerllc.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 1 contacts → |
“As the President and CEO of Hightower & Boler, Mr.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Mindful Wealth LLCmindfulwealthllc.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 1 contacts → |
“MISSION | VISION | VALUES Mindful Wealth LLC provides comprehensive planning, balance sheet creation, investment analysis and thoughtful advice, resulting in financial clarity for…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Brightpath Financialbrightpathfinancial.com HQ: Chicago, United StatesReported employees: 1-10 | Chicago, United States | 1-10 | Exact match | 1 contacts → |
“Our services can cover just about any financial matter arising in your life.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | The Wealth Poolthewealthpool.com HQ: Chicago, United StatesReported employees: 1-10 | Chicago, United States | 1-10 | Exact match | 1 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Optimized Financial Strategiesoptfinancialstrategies.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 1 contacts → |
“Optimized Financial Strategies provides small and mid-sized business owners and their employees with a strategic blueprint to achieve their financial goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | ATK Financial Prosperity, LLCatkfp.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 1 contacts → |
“We offer personal ongoing financial planning.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 38 company matches
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Financial planning platforms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
38 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial planning platforms by metro in the United States
- Financial planning platforms in New York112
- Financial planning platforms in San Francisco55
- Financial planning platforms in Austin48
- Financial planning platforms in Houston46
- Financial planning platforms in Boston36
- Financial planning platforms in Denver36
- Financial planning platforms in San Diego35
- Financial planning platforms in Charlotte31
- Financial planning platforms in Scottsdale31
- Financial planning platforms in Dallas30
- Financial planning platforms in Los Angeles30
- Financial planning platforms in Atlanta28
- Financial planning platforms in Phoenix28
- Financial planning platforms in Raleigh26
- Financial planning platforms in Seattle26
Questions about this company list
What does Exact match mean for financial planning platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning platforms did RevenueBase find based in Chicago, United States?
The saved snapshot records 38 matching company records, 484 tracked contacts and 273 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 financial planning platforms based in Chicago, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-planning-platforms/united-states/chicago.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Financial planning platforms based in Melbourne, Australia
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