Company lists · Data refreshed September 2026
Top 25 Financial planning software consultants based in the United States
RevenueBase identified 1,194 company matches for financial planning software consultants associated with the United States as of September 2026 and tracks 9,148 professional contacts across them, including 3,587 with verified work emails. New York is the largest hub.
This list covers company matches for financial planning software consultants 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.
The 25 largest financial planning software consultants based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 615 contacts → | ||||
Exact match “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 263 contacts → | ||||
Exact match “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 256 contacts → | ||||
Exact match “For over 20 years, Cornerstone Advisors has delivered gritty insights, bold strategies and data-driven solutions to build smarter banks, credit unions and fintechs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 165 contacts → | ||||
Exact match “Since 1983 SSi Consulting has been helping our customers with accounting and ERP software selection, implementation, consulting, support, training and cloud services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 148 contacts → | ||||
Exact match “RightCapital is financial planning software done right.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 133 contacts → | ||||
Exact match “For over 45 years, Blytheco has been the transformation partner of choice for over companies nationwide.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 116 contacts → | ||||
Exact match “ANYONE CAN OFFER; NOT JUST ANYONE CAN IMPLEMENT.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 103 contacts → | ||||
Exact match “Elire is a Minneapolis based full-service software consulting firm created from the merging of several successful software consulting firms.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 98 contacts → | ||||
Exact match “CFO Solutions was founded by industry professionals with expertise as software developers, “Big 4” consultants, and Corporate Controller/CPAs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 87 contacts → | ||||
Exact match “intellicents is an independent, employee-owned financial advisory firm built with a long-term vision: to help individuals, families, and organizations achieve clarity, confidence…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 82 contacts → | ||||
Exact match “Henssler Financial is one of the largest independent financial advisory firms in Atlanta.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 81 contacts → | ||||
Exact match “Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions, and intelligence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 80 contacts → | ||||
Exact match “Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 76 contacts → | ||||
Exact match “FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 75 contacts → | ||||
Exact match “Capitol Financial Solutions is an independent financial services firm with a team of experienced professionals who are licensed and trained to help their clients achieve their…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 73 contacts → | ||||
Exact match “Oyster Consulting gives broker dealers, investment advisors and other financial services clients innovative tools to understand, automate, optimize and analyze crucial functions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 73 contacts → | ||||
Exact match “Navigating Your Financial Future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 52 contacts → | ||||
Exact match “GDS Wealth Management provides individuals and businesses with financial and investment planning services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 47 contacts → | ||||
Exact match “Reaching your personal and business goals takes effort, perseverance… and a team of expert advisors that can assist you to formulate a plan that will take you where you want to go.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 46 contacts → | ||||
Exact match “Having the money and freedom to pursue what you want out of life takes careful planning and partnering with purpose.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 44 contacts → | ||||
Exact match “Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 43 contacts → | ||||
Exact match “At Hobbs Madison, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 42 contacts → | ||||
Exact match “Founded by Certified Financial Planning Practitioner H.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 40 contacts → | ||||
Exact match “At Webster Investments, we believe your investment plan is a blueprint for building the life you want to live today and tomorrow.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 38 contacts → | ||||
Exact match “Mosaic.tech is now Bob Finance by HiBob.” 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 software consultants”. 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 1,194 financial planning software consultants based in the United States
See the full list, filter by size, metro and specialty, and access 3,587 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial planning software consultants 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 1,194 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 planning software consultants” 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 3,587 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 planning software consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning software consultants are there based in the United States?
RevenueBase identified 1,194 company matches for financial planning software consultants 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?
Emoney Advisor tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial planning software consultants?
New York leads with 26 company records, followed by Houston (18) and Denver (15).
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 3,587 professional contacts with verified work emails tracked across these 1,194 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 1,194 financial planning software consultants based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial planning software consultants by geography
- Financial planning software consultants based in Sao Paulo, Brazil
- Financial planning software consultants based in Toronto, Canada
- Financial planning software consultants based in London, United Kingdom
- Financial planning software consultants based in Australia
- Financial planning software consultants based in Brazil
- Financial planning software consultants based in Canada
- Financial planning software consultants based in France
- Financial planning software consultants based in Germany
- Financial planning software consultants based in India
- Financial planning software consultants based in Italy
- Financial planning software consultants based in the Netherlands
- Financial planning software consultants based in 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 software consultants based in Sao Paulo, Brazil
- Financial planning software consultants based in Toronto, Canada
- Financial planning software consultants based in London, United Kingdom
- Financial planning software consultants based in Australia
- Financial planning software consultants based in Brazil
- Financial planning software consultants based in Canada
Company intelligence · public preview
Top 25 financial planning software consultants based in the 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 1,194 matching company records for financial planning software consultants based in the United States, with 9,148 tracked contacts and 3,587 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 software consultants based in the 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 |  Emoney Advisoremoneyadvisor.comHQ: Radnor, PA, United StatesReported employees: 501-1,000 | Radnor, PA, United States | 501-1,000 | Exact match | 615 contacts → |
“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Coastal Wealthmycoastalwealth.comHQ: Fort Lauderdale, FL, United StatesReported employees: 51-200 | Fort Lauderdale, FL, United States | 51-200 | Exact match | 263 contacts → |
“At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Cornerstone Advisorscrnrstone.comHQ: Scottsdale, AZ, United StatesReported employees: 201-500 | Scottsdale, AZ, United States | 201-500 | Exact match | 256 contacts → |
“For over 20 years, Cornerstone Advisors has delivered gritty insights, bold strategies and data-driven solutions to build smarter banks, credit unions and fintechs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  SSI Consultingquisitive.comHQ: Vienna, VA, United StatesReported employees: 201-500 | Vienna, VA, United States | 201-500 | Exact match | 165 contacts → |
“Since 1983 SSi Consulting has been helping our customers with accounting and ERP software selection, implementation, consulting, support, training and cloud services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Rightcapitalrightcapital.comHQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 148 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Blythecoblytheco.comHQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 133 contacts → |
“For over 45 years, Blytheco has been the transformation partner of choice for over companies nationwide.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | The Pinnacle Grouppinnacleifs.com HQ: Jacksonville, FL, United StatesReported employees: 51-200 | Jacksonville, FL, United States | 51-200 | Exact match | 116 contacts → |
“ANYONE CAN OFFER; NOT JUST ANYONE CAN IMPLEMENT.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  ELIREelire.comHQ: Minneapolis, MN, United StatesReported employees: 51-200 | Minneapolis, MN, United States | 51-200 | Exact match | 103 contacts → |
“Elire is a Minneapolis based full-service software consulting firm created from the merging of several successful software consulting firms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  CFO Solutionscfosolutions.comHQ: Amherst, MA, United StatesReported employees: 51-200 | Amherst, MA, United States | 51-200 | Exact match | 98 contacts → |
“CFO Solutions was founded by industry professionals with expertise as software developers, “Big 4” consultants, and Corporate Controller/CPAs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Intellicentsintellicents.comHQ: Albert Lea, MN, United StatesReported employees: 51-200 | Albert Lea, MN, United States | 51-200 | Exact match | 87 contacts → |
“intellicents is an independent, employee-owned financial advisory firm built with a long-term vision: to help individuals, families, and organizations achieve clarity, confidence…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Henssler Financialhenssler.com HQ: Kennesaw, GA, United StatesReported employees: 51-200 | Kennesaw, GA, United States | 51-200 | Exact match | 82 contacts → |
“Henssler Financial is one of the largest independent financial advisory firms in Atlanta.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Envestnet Moneyguidemoneyguidepro.com HQ: Powhatan, VA, United StatesReported employees: 51-200 | Powhatan, VA, United States | 51-200 | Exact match | 81 contacts → |
“Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions, and intelligence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Elite Consulting Partnerseliteconsultingpartners.comHQ: Moorestown, NJ, United StatesReported employees: 51-200 | Moorestown, NJ, United States | 51-200 | Exact match | 80 contacts → |
“Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  FP Transitionsfptransitions.comHQ: Lake Oswego, OR, United StatesReported employees: 51-200 | Lake Oswego, OR, United States | 51-200 | Exact match | 76 contacts → |
“FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Capitol Financial Solutionscapfs.comHQ: Raleigh, NC, United StatesReported employees: 51-200 | Raleigh, NC, United States | 51-200 | Exact match | 75 contacts → |
“Capitol Financial Solutions is an independent financial services firm with a team of experienced professionals who are licensed and trained to help their clients achieve their…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Oyster Consulting, LLCoysterllc.comHQ: Glen Allen, VA, United StatesReported employees: 51-200 | Glen Allen, VA, United States | 51-200 | Exact match | 73 contacts → |
“Oyster Consulting gives broker dealers, investment advisors and other financial services clients innovative tools to understand, automate, optimize and analyze crucial functions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | EFS Advisorsefsadvisors.com HQ: Cambridge, MN, United StatesReported employees: 51-200 | Cambridge, MN, United States | 51-200 | Exact match | 73 contacts → |
“Navigating Your Financial Future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | GDS Wealth Managementgdswealth.com HQ: Flower Mound, TX, United StatesReported employees: 11-50 | Flower Mound, TX, United States | 11-50 | Exact match | 52 contacts → |
“GDS Wealth Management provides individuals and businesses with financial and investment planning services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  SME Cpassmecpa.comHQ: Augusta, GA, United StatesReported employees: 11-50 | Augusta, GA, United States | 11-50 | Exact match | 47 contacts → |
“Reaching your personal and business goals takes effort, perseverance… and a team of expert advisors that can assist you to formulate a plan that will take you where you want to go.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Northwest Financial Advisors LLCnwfllc.com HQ: Herndon, VA, United StatesReported employees: 51-200 | Herndon, VA, United States | 51-200 | Exact match | 46 contacts → |
“Having the money and freedom to pursue what you want out of life takes careful planning and partnering with purpose.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Universal Retirementuniret.comHQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 44 contacts → |
“Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Hobbs Madison, INChobbsmadison.comHQ: Harvard, MA, United StatesReported employees: 51-200 | Harvard, MA, United States | 51-200 | Exact match | 43 contacts → |
“At Hobbs Madison, Inc.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Asset-Mapasset-map.comHQ: Philadelphia, PA, United StatesReported employees: 11-50 | Philadelphia, PA, United States | 11-50 | Exact match | 42 contacts → |
“Founded by Certified Financial Planning Practitioner H.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Webster Investmentswebsterbank.com HQ: Waterbury, CT, United StatesReported employees: 51-200 | Waterbury, CT, United States | 51-200 | Exact match | 40 contacts → |
“At Webster Investments, we believe your investment plan is a blueprint for building the life you want to live today and tomorrow.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  mosaic.techhibob.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 38 contacts → |
“Mosaic.tech is now Bob Finance by HiBob.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,194 company matches
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Financial planning software consultants: 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
1,194 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 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 1,194 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 ↗
Questions about this company list
What does Exact match mean for financial planning software consultants?
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 software consultants did RevenueBase find based in the United States?
The saved snapshot records 1,194 matching company records, 9,148 tracked contacts and 3,587 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 software consultants by geography
- Financial planning software consultants based in Sao Paulo, Brazil
- Financial planning software consultants based in Toronto, Canada
- Financial planning software consultants based in London, United Kingdom
- Financial planning software consultants based in Australia
- Financial planning software consultants based in Brazil
- Financial planning software consultants based in Canada
- Financial planning software consultants based in France
- Financial planning software consultants based in Germany
- Financial planning software consultants based in India
- Financial planning software consultants based in Italy
- Financial planning software consultants based in the Netherlands
- Financial planning software consultants based in South Africa
Cite this list
RevenueBase Data Team. Top 25 financial planning software consultants based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-planning-software-consultants/united-states.
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 software consultants based in Sao Paulo, Brazil
- Financial planning software consultants based in Toronto, Canada
- Financial planning software consultants based in London, United Kingdom
- Financial planning software consultants based in Australia
- Financial planning software consultants based in Brazil
- Financial planning software consultants based in Canada
Company intelligence · public preview
Top 25 financial planning software consultants based in the United States
RevenueBase records 1,194 matching company records for financial planning software consultants based in the United States, with 9,148 tracked contacts and 3,587 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 software consultants based in the 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 | Emoney Advisoremoneyadvisor.com HQ: Radnor, PA, United StatesReported employees: 501-1,000 | Radnor, PA, United States | 501-1,000 | Exact match | 615 contacts → |
“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Coastal Wealthmycoastalwealth.com HQ: Fort Lauderdale, FL, United StatesReported employees: 51-200 | Fort Lauderdale, FL, United States | 51-200 | Exact match | 263 contacts → |
“At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Cornerstone Advisorscrnrstone.com HQ: Scottsdale, AZ, United StatesReported employees: 201-500 | Scottsdale, AZ, United States | 201-500 | Exact match | 256 contacts → |
“For over 20 years, Cornerstone Advisors has delivered gritty insights, bold strategies and data-driven solutions to build smarter banks, credit unions and fintechs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | SSI Consultingquisitive.com HQ: Vienna, VA, United StatesReported employees: 201-500 | Vienna, VA, United States | 201-500 | Exact match | 165 contacts → |
“Since 1983 SSi Consulting has been helping our customers with accounting and ERP software selection, implementation, consulting, support, training and cloud services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Rightcapitalrightcapital.com HQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 148 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Blythecoblytheco.com HQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 133 contacts → |
“For over 45 years, Blytheco has been the transformation partner of choice for over companies nationwide.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | The Pinnacle Grouppinnacleifs.com HQ: Jacksonville, FL, United StatesReported employees: 51-200 | Jacksonville, FL, United States | 51-200 | Exact match | 116 contacts → |
“ANYONE CAN OFFER; NOT JUST ANYONE CAN IMPLEMENT.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | ELIREelire.com HQ: Minneapolis, MN, United StatesReported employees: 51-200 | Minneapolis, MN, United States | 51-200 | Exact match | 103 contacts → |
“Elire is a Minneapolis based full-service software consulting firm created from the merging of several successful software consulting firms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | CFO Solutionscfosolutions.com HQ: Amherst, MA, United StatesReported employees: 51-200 | Amherst, MA, United States | 51-200 | Exact match | 98 contacts → |
“CFO Solutions was founded by industry professionals with expertise as software developers, “Big 4” consultants, and Corporate Controller/CPAs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Intellicentsintellicents.com HQ: Albert Lea, MN, United StatesReported employees: 51-200 | Albert Lea, MN, United States | 51-200 | Exact match | 87 contacts → |
“intellicents is an independent, employee-owned financial advisory firm built with a long-term vision: to help individuals, families, and organizations achieve clarity, confidence…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Henssler Financialhenssler.com HQ: Kennesaw, GA, United StatesReported employees: 51-200 | Kennesaw, GA, United States | 51-200 | Exact match | 82 contacts → |
“Henssler Financial is one of the largest independent financial advisory firms in Atlanta.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Envestnet Moneyguidemoneyguidepro.com HQ: Powhatan, VA, United StatesReported employees: 51-200 | Powhatan, VA, United States | 51-200 | Exact match | 81 contacts → |
“Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions, and intelligence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Elite Consulting Partnerseliteconsultingpartners.com HQ: Moorestown, NJ, United StatesReported employees: 51-200 | Moorestown, NJ, United States | 51-200 | Exact match | 80 contacts → |
“Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | FP Transitionsfptransitions.com HQ: Lake Oswego, OR, United StatesReported employees: 51-200 | Lake Oswego, OR, United States | 51-200 | Exact match | 76 contacts → |
“FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Capitol Financial Solutionscapfs.com HQ: Raleigh, NC, United StatesReported employees: 51-200 | Raleigh, NC, United States | 51-200 | Exact match | 75 contacts → |
“Capitol Financial Solutions is an independent financial services firm with a team of experienced professionals who are licensed and trained to help their clients achieve their…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Oyster Consulting, LLCoysterllc.com HQ: Glen Allen, VA, United StatesReported employees: 51-200 | Glen Allen, VA, United States | 51-200 | Exact match | 73 contacts → |
“Oyster Consulting gives broker dealers, investment advisors and other financial services clients innovative tools to understand, automate, optimize and analyze crucial functions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | EFS Advisorsefsadvisors.com HQ: Cambridge, MN, United StatesReported employees: 51-200 | Cambridge, MN, United States | 51-200 | Exact match | 73 contacts → |
“Navigating Your Financial Future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | GDS Wealth Managementgdswealth.com HQ: Flower Mound, TX, United StatesReported employees: 11-50 | Flower Mound, TX, United States | 11-50 | Exact match | 52 contacts → |
“GDS Wealth Management provides individuals and businesses with financial and investment planning services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | SME Cpassmecpa.com HQ: Augusta, GA, United StatesReported employees: 11-50 | Augusta, GA, United States | 11-50 | Exact match | 47 contacts → |
“Reaching your personal and business goals takes effort, perseverance… and a team of expert advisors that can assist you to formulate a plan that will take you where you want to go.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Northwest Financial Advisors LLCnwfllc.com HQ: Herndon, VA, United StatesReported employees: 51-200 | Herndon, VA, United States | 51-200 | Exact match | 46 contacts → |
“Having the money and freedom to pursue what you want out of life takes careful planning and partnering with purpose.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Universal Retirementuniret.com HQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 44 contacts → |
“Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Hobbs Madison, INChobbsmadison.com HQ: Harvard, MA, United StatesReported employees: 51-200 | Harvard, MA, United States | 51-200 | Exact match | 43 contacts → |
“At Hobbs Madison, Inc.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Asset-Mapasset-map.com HQ: Philadelphia, PA, United StatesReported employees: 11-50 | Philadelphia, PA, United States | 11-50 | Exact match | 42 contacts → |
“Founded by Certified Financial Planning Practitioner H.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Webster Investmentswebsterbank.com HQ: Waterbury, CT, United StatesReported employees: 51-200 | Waterbury, CT, United States | 51-200 | Exact match | 40 contacts → |
“At Webster Investments, we believe your investment plan is a blueprint for building the life you want to live today and tomorrow.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | mosaic.techhibob.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 38 contacts → |
“Mosaic.tech is now Bob Finance by HiBob.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,194 company matches
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Financial planning software consultants: 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
1,194 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 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 1,194 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 ↗
Questions about this company list
What does Exact match mean for financial planning software consultants?
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 software consultants did RevenueBase find based in the United States?
The saved snapshot records 1,194 matching company records, 9,148 tracked contacts and 3,587 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 software consultants by geography
- Financial planning software consultants based in Sao Paulo, Brazil
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- Financial planning software consultants based in Australia
- Financial planning software consultants based in Brazil
- Financial planning software consultants based in Canada
- Financial planning software consultants based in France
- Financial planning software consultants based in Germany
- Financial planning software consultants based in India
- Financial planning software consultants based in Italy
- Financial planning software consultants based in the Netherlands
- Financial planning software consultants based in South Africa
Cite this list
RevenueBase Data Team. Top 25 financial planning software consultants based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-planning-software-consultants/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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