Company lists · Data refreshed September 2026

Top 25 Financial planning software consultants based in the United States

Name: Financial planning software consultants based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 1,194 companies tracked

RevenueBase identified 1,194 financial planning software consultants headquartered in 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 financial planning software consultants headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

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

1,194Companies

9,148Contacts tracked

3,587Verified emails

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The 25 largest financial planning software consultants based in the United States

Ranked by team size

Top 25 of 1,194 financial planning software consultants based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning software consultants: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Emoney Advisor	Indirect evidence	Radnor, PA, United StatesHQ checked Sep 28, 2026	501-1,000	615 contacts →
	Indirect evidence “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Source: RevenueBase Database · checked Sep 28, 2026
2	Coastal Wealth	Partial evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 28, 2026	51-200	263 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
3	Cornerstone Advisors	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	201-500	256 contacts →
	Indirect evidence “For over 20 years, Cornerstone Advisors has delivered gritty insights, bold strategies and data-driven solutions to build smarter banks, credit unions and fintechs.” Source: RevenueBase Database · checked Sep 28, 2026
4	SSI Consulting	Partial evidence	Vienna, VA, United StatesHQ checked Sep 28, 2026	201-500	165 contacts →
	Partial evidence “Since 1983 SSi Consulting has been helping our customers with accounting and ERP software selection, implementation, consulting, support, training and cloud services.” Source: RevenueBase Database · checked Sep 28, 2026
5	Rightcapital	Strong evidence	Shelton, CT, United StatesHQ checked Sep 28, 2026	51-200	148 contacts →
	Strong evidence “RightCapital is financial planning software done right.” Source: RevenueBase Database · checked Sep 28, 2026
6	Blytheco	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 28, 2026	51-200	133 contacts →
	Indirect evidence “For over 45 years, Blytheco has been the transformation partner of choice for over companies nationwide.” Source: RevenueBase Database · checked Sep 28, 2026
7	The Pinnacle Group	Indirect evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	51-200	116 contacts →
	Indirect evidence “ANYONE CAN OFFER; NOT JUST ANYONE CAN IMPLEMENT.” Source: RevenueBase Database · checked Sep 28, 2026
8	ELIRE	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 28, 2026	51-200	103 contacts →
	Partial evidence “Elire is a Minneapolis based full-service software consulting firm created from the merging of several successful software consulting firms.” Source: RevenueBase Database · checked Sep 28, 2026
9	CFO Solutions	Strong evidence	Amherst, MA, United StatesHQ checked Sep 28, 2026	51-200	98 contacts →
	Strong evidence “CFO Solutions was founded by industry professionals with expertise as software developers, “Big 4” consultants, and Corporate Controller/CPAs.” Source: RevenueBase Database · checked Sep 28, 2026
10	Intellicents	Partial evidence	Albert Lea, MN, United StatesHQ checked Sep 28, 2026	51-200	87 contacts →
	Partial evidence “intellicents is an independent, employee-owned financial advisory firm built with a long-term vision: to help individuals, families, and organizations achieve clarity, confidence…” Source: RevenueBase Database · checked Sep 28, 2026
11	Henssler Financial	Partial evidence	Kennesaw, GA, United StatesHQ checked Sep 28, 2026	51-200	82 contacts →
	Partial evidence “Henssler Financial is one of the largest independent financial advisory firms in Atlanta.” Source: RevenueBase Database · checked Sep 28, 2026
12	Envestnet Moneyguide	Partial evidence	Powhatan, VA, United StatesHQ checked Sep 28, 2026	51-200	81 contacts →
	Partial evidence “Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions, and intelligence.” Source: RevenueBase Database · checked Sep 28, 2026
13	Elite Consulting Partners	Strong evidence	Moorestown, NJ, United StatesHQ checked Sep 28, 2026	51-200	80 contacts →
	Strong evidence “Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial…” Source: RevenueBase Database · checked Sep 28, 2026
14	FP Transitions	Partial evidence	Lake Oswego, OR, United StatesHQ checked Sep 28, 2026	51-200	76 contacts →
	Partial evidence “FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.” Source: RevenueBase Database · checked Sep 28, 2026
15	Capitol Financial Solutions	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	51-200	75 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
16	Oyster Consulting, LLC	Partial evidence	Glen Allen, VA, United StatesHQ checked Sep 28, 2026	51-200	73 contacts →
	Partial evidence “Oyster Consulting gives broker dealers, investment advisors and other financial services clients innovative tools to understand, automate, optimize and analyze crucial functions.” Source: RevenueBase Database · checked Sep 28, 2026
17	EFS Advisors	Partial evidence	Cambridge, MN, United StatesHQ checked Sep 28, 2026	51-200	73 contacts →
	Partial evidence “Navigating Your Financial Future.” Source: RevenueBase Database · checked Sep 28, 2026
18	GDS Wealth Management	Strong evidence	Flower Mound, TX, United StatesHQ checked Sep 28, 2026	11-50	52 contacts →
	Strong evidence “GDS Wealth Management provides individuals and businesses with financial and investment planning services.” Source: RevenueBase Database · checked Sep 28, 2026
19	SME Cpas	Indirect evidence	Augusta, GA, United StatesHQ checked Sep 28, 2026	11-50	47 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
20	Northwest Financial Advisors LLC	Partial evidence	Herndon, VA, United StatesHQ checked Sep 28, 2026	51-200	46 contacts →
	Partial evidence “Having the money and freedom to pursue what you want out of life takes careful planning and partnering with purpose.” Source: RevenueBase Database · checked Sep 28, 2026
21	Universal Retirement	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 28, 2026	11-50	44 contacts →
	Indirect evidence “Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Source: RevenueBase Database · checked Sep 28, 2026
22	Hobbs Madison, INC	Indirect evidence	Harvard, MA, United StatesHQ checked Sep 28, 2026	51-200	43 contacts →
	Indirect evidence “At Hobbs Madison, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
23	Asset-Map	Strong evidence	Philadelphia, PA, United StatesHQ checked Sep 28, 2026	11-50	42 contacts →
	Strong evidence “Founded by Certified Financial Planning Practitioner H.” Source: RevenueBase Database · checked Sep 28, 2026
24	Webster Investments	Indirect evidence	Waterbury, CT, United StatesHQ checked Sep 28, 2026	51-200	40 contacts →
	Indirect evidence “At Webster Investments, we believe your investment plan is a blueprint for building the life you want to live today and tomorrow.” Source: RevenueBase Database · checked Sep 28, 2026
25	mosaic.tech	Indirect evidence	New York City, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	38 contacts →
	Indirect evidence “Mosaic.tech is now Bob Finance by HiBob.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial planning software consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial planning software consultants.
Partial evidence: Its own public description names part of financial planning software consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning software consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 1,194 financial planning software consultants based in the United States

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Financial planning software consultants based in the United States at a glance

As of Sep 28, 2026

39.2%Verified-email coverage

7.7Average contacts per company

1-10Median size (employees)

2.0%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

924

11-50

206

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial planning software consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “financial planning software consultants”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial planning software consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among financial planning software consultants, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 3,587 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial planning software consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many financial planning software consultants are there based in the United States?

RevenueBase identified 1,194 financial planning software consultants headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Emoney Advisor, headquartered in Radnor, tops this list with the largest team on record.

Which city has the most financial planning software consultants?

New York leads with 24 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 3,587 verified decision-maker contacts tracked across these 1,194 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.