Company lists · Data refreshed September 2026

Top 18 Financial services companies based in Atlanta, United States

The Atlanta financial services companies directory contains 59 companies and 7,376 contacts, including 3,165 email addresses. New York is the single most-represented city among the companies on the list, and the directory was updated in September 2026.

Financial services companies provide financial products or services such as banking, lending, payments, investment, insurance, and wealth management. This list covers companies that provide financial products or services to consumers, businesses, institutions, or other organizations. Ranked by team size, largest first. Data current as of September 6, 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 6, 2026 86% judged on-target in blind review
59Companies
7,376Contacts tracked
3,165Verified emails
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The 18 largest financial services companies based in Atlanta, United States

Ranked by team size
Top 18 of 59 financial services companies based in Atlanta, United States, ranked by team size, largest first. Data refreshed Sep 6, 2026. RevenueBase Smart Search rates how each company's information relates to financial services companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceAtlanta, GA, United StatesHQ checked Sep 6, 20265,001-10,0003,478 contacts →

“OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security.”

Source: company website · checked Sep 6, 2026
2Strong evidenceAtlanta, GA, United StatesHQ checked Sep 6, 20261,001-5,0002,064 contacts →

“At Ameris Bank, our purpose is to bring financial peace of mind to our communities, one person at a time.”

Source: company website · checked Sep 6, 2026
3Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 6, 202611-5019 contacts →
Source: company website · checked Sep 6, 2026
4Strong evidenceAtlanta, GA, United StatesHQ checked Sep 6, 20261-109 contacts →

“Shapiro Capital Management Co is a financial services company based out of 1 Buckhead Loop Ne # Atlanta, Georgia, United States.”

Source: company website · checked Sep 6, 2026
5Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 6, 20261-109 contacts →
Source: company website · checked Sep 6, 2026
6Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 6, 20261-107 contacts →

“Strive clients are more than clients; they're an extended part of our family.”

Source: company website · checked Sep 6, 2026
7Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 6, 202611-507 contacts →
Source: company website · checked Sep 6, 2026
8Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 6, 20261-106 contacts →

“In 1943, in order to conserve copper for wartime efforts, pennies were made of steel and coated with zinc.”

Source: company website · checked Sep 6, 2026
9Indirect evidenceAtlanta, United StatesHQ checked Sep 6, 20261-105 contacts →

“Today’s economic environment presents many challenges.”

Source: company website · checked Sep 6, 2026
10Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 6, 20261-104 contacts →

“At T.”

Source: company website · checked Sep 6, 2026
11Strong evidenceAtlanta, GA, United StatesHQ checked Sep 6, 20261-103 contacts →

“Key Planning is a financial services company.”

Source: company website · checked Sep 6, 2026
12Strong evidenceAtlanta, GA, United StatesHQ checked Sep 6, 20261-103 contacts →

“At Focused Financial Group our mission is to -"Help our clients Imagine, Plan and Achieve financial security so they can FOCUS on what really matters!" Financial planning should…”

Source: company website · checked Sep 6, 2026
13Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 6, 20261-103 contacts →

“At finoBlue planning group, our team goes beyond the conventions of the advisor-client relationship to surprise and delight and surpass expectations.”

Source: company website · checked Sep 6, 2026
14Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 6, 20261-103 contacts →
Source: company website · checked Sep 6, 2026
15Strong evidenceAtlanta, United StatesHQ checked Sep 6, 20261-101 contacts →

“Investment Management, Financial Planning”

Source: company website · checked Sep 6, 2026
16Strong evidenceAtlanta, GA, United StatesHQ checked Sep 6, 20261-101 contacts →

“A boutique financial services firm, providing financial products and services to help people make, save, invest, grow, and protect their money, with a major focus on financial…”

Source: company website · checked Sep 6, 2026
17Strong evidenceAtlanta, United StatesHQ checked Sep 6, 20261-101 contacts →

“Here at Dieujuste Financial we are dedicated professionals committed to the long-term financial security of our clients and their families.”

Source: company website · checked Sep 6, 2026
18Indirect evidenceAtlanta, United StatesHQ checked Sep 6, 20261-101 contacts →

“We turn setbacks into strategy and confusion into confidence, so freedom becomes something people can actually build, not just hope for.”

Source: company website · checked Sep 6, 2026

Showing 18 of 59 financial services companies based in Atlanta, United States

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Financial services companies based in Atlanta, United States at a glance

As of Sep 6, 2026
42.9%Verified-email coverage
125.0Average contacts per company
1-10Median size (employees)
296.6%Largest-city concentration · New York
Sep 6, 2026Page data refreshed

Companies by employee count

1-10
41
11-50
7
51-200
5
201-500
1
1,001-5,000
3
5,001-10,000
2

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Atlanta, over 59 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 services companies, 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 Atlanta, United States whose own description of what they do matches “financial services companies”. 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 services companies), 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 services companies, and records with no verified work email. Companies headquartered outside Atlanta 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, 3,165 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 6, 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

How many financial services companies are in the directory?

The directory contains 59 financial services companies based in Atlanta, United States.

Where are the financial services companies located?

The directory covers financial services companies based in Atlanta, United States; New York is the single most-represented city among the companies on the list.

How many contacts and email addresses are available for financial services companies?

The directory includes 7,376 contacts and 3,165 email addresses for financial services companies.

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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.