Company lists · Data refreshed September 2026

Top 17 Financial services consultants based in Colorado Springs, United States

RevenueBase identified 35 financial services consultants headquartered in Colorado Springs, United States as of September 2026 and tracks 176 professional contacts across them, including 72 with verified work emails. New York is the largest hub.

This list covers financial services consultants headquartered in Colorado Springs, 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 16, 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 16, 2026 86% judged on-target in blind review
35Companies
176Contacts tracked
72Verified emails
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The 17 largest financial services consultants based in Colorado Springs, United States

Ranked by team size
Top 17 of 35 financial services consultants based in Colorado Springs, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to financial services 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceColorado Springs, CO, United StatesHQ checked Sep 16, 202611-5020 contacts →

Partial evidence

“We want to be more than your financial services professional; We want to be your financial partner.”

Source: RevenueBase Database · checked Sep 16, 2026
2Partial evidenceColorado Springs, CO, United StatesHQ checked Sep 16, 20261-1016 contacts →

Partial evidence

“Millennium Financial Group offers comprehensive financial services providing long-term, personalized financial blue-print that provides a personal peace of mind.”

Source: RevenueBase Database · checked Sep 16, 2026
3Indirect evidenceColorado Springs, CO, United StatesHQ checked Sep 16, 202611-5013 contacts →

Indirect evidence

“Aspen Creek Wealth Strategies is a company based out of PO Box 762 Gainesville, TX 76241”

Source: RevenueBase Database · checked Sep 16, 2026
4Indirect evidenceColorado Springs, CO, United StatesHQ checked Sep 16, 202611-5012 contacts →

Indirect evidence

“Our vision is your success When it comes to managing wealth, many people feel overwhelmed or frustrated with an overly complex system that is changing constantly.”

Source: RevenueBase Database · checked Sep 16, 2026
5Partial evidenceColorado Springs, CO, United StatesHQ checked Sep 16, 202611-5012 contacts →

Partial evidence

Financial Planning, Asset Management, Corporate Asset Management, Retirement Plan Consulting, Business Exit Planning, Tax Strategy & Planning Certain individuals associated with…”

Source: RevenueBase Database · checked Sep 16, 2026
6Indirect evidenceColorado Springs, CO, United StatesHQ checked Sep 16, 20261-109 contacts →

Indirect evidence

“Intergy Private Wealth was founded in 2021 by Mark Perrault, CFP®, RICP®, MBA, and Charlie Dunn, CFP®, RICP®, whose partnership began formally in 2016.”

Source: RevenueBase Database · checked Sep 16, 2026
7Partial evidenceColorado Springs, CO, United StatesHQ checked Sep 16, 20261-109 contacts →

Partial evidence

“At Confidence Financial Partners, we empower you to live your best life with confidence, freedom, and purpose.”

Source: RevenueBase Database · checked Sep 16, 2026
8Partial evidenceColorado Springs, CO, United StatesHQ checked Sep 16, 20261-107 contacts →

Partial evidence

“You won't find many teams with as much experience as Life Well Lived Financial Group.”

Source: RevenueBase Database · checked Sep 16, 2026
9Partial evidenceColorado Springs, CO, United StatesHQ checked Sep 16, 20261-107 contacts →

Partial evidence

“Collins Wealth Management is a financial services company based out of 2153 Chuckwagon Rd, Colorado Springs, CO.”

Source: RevenueBase Database · checked Sep 16, 2026
10Indirect evidenceColorado Springs, CO, United StatesHQ checked Sep 16, 20261-106 contacts →

Indirect evidence

“Providing planning services for closely held businesses, business owners, and their families.”

Source: RevenueBase Database · checked Sep 16, 2026
11Indirect evidenceColorado Springs, CO, United StatesHQ checked Sep 16, 20261-103 contacts →

Indirect evidence

“From keep-it-simple to private wealth plans, our clients span the gamut and so do our investing tools.”

Source: RevenueBase Database · checked Sep 16, 2026
12Partial evidenceColorado Springs, CO, United StatesHQ checked Sep 16, 20261-102 contacts →

Partial evidence

“Purpose Planning is an independently managed, full service, financial planning firm providing quality planning and creative solutions for individuals and business owners.”

Source: RevenueBase Database · checked Sep 16, 2026
13Partial evidenceColorado Springs, CO, United StatesHQ checked Sep 16, 20261-102 contacts →

Partial evidence

“For years, Laird & Associates, PC has been providing quality, personalized financial guidance to local individuals and businesses.”

Source: RevenueBase Database · checked Sep 16, 2026
14Partial evidenceColorado Springs, CO, United StatesHQ checked Sep 16, 20261-102 contacts →

Partial evidence

“At Mont Wealth, skilled financial planners and investment executives provide you with the necessary leadership, information, and knowledge to navigate the complex and evolving…”

Source: RevenueBase Database · checked Sep 16, 2026
15Indirect evidenceColorado Springs, CO, United StatesHQ checked Sep 16, 20261-101 contacts →

Indirect evidence

“WHAT IS PAPA WEALTH MANAGEMENT?”

Source: RevenueBase Database · checked Sep 16, 2026
16Indirect evidenceColorado Springs, CO, United StatesHQ checked Sep 16, 20261-101 contacts →

Indirect evidence

“Circe Solutions is a boutique consulting group delivering customized finance, strategy, and management solutions and support.”

Source: RevenueBase Database · checked Sep 16, 2026
17Indirect evidenceColorado Springs, CO, United StatesHQ checked Sep 16, 20261-101 contacts →

Indirect evidence

“Vailshire exists to help people live well and invest wisely through innovative portfolio management strategies, actionable health and investment advice, and extraordinary customer…”

Source: RevenueBase Database · checked Sep 16, 2026

Showing 17 of 35 financial services consultants based in Colorado Springs, United States

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Financial services consultants based in Colorado Springs, United States at a glance

As of Sep 16, 2026
40.9%Verified-email coverage
5.0Average contacts per company
1-10Median size (employees)
905.7%Largest-city concentration · New York
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
28
11-50
7

Email recency for this list is measured across the whole United States list rather than for Colorado Springs, so it is reported there. Company counts and contact totals on this page are exact for Colorado Springs, over 35 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 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 Colorado Springs, United States whose own description of what they do matches “financial services 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 services 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 services consultants, and records with no verified work email. Companies headquartered outside Colorado Springs 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, 72 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 16, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Financial services consultants by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial services 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 services consultants are there based in Colorado Springs, United States?

RevenueBase identified 35 financial services consultants headquartered in Colorado Springs, 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?

Strategic Financial Partners, headquartered in Colorado Springs, tops this list with the largest team on record.

Which city has the most financial services consultants?

New York leads with 317 headquartered companies, followed by Houston (160) and Atlanta (142).

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 72 verified decision-maker contacts tracked across these 35 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 16, 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.