Company lists · Data refreshed September 2026

Top 11 Financial services consultants based in Greenwood Village, United States

Name: Financial services consultants based in Greenwood Village, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 26 companies tracked

RevenueBase identified 26 company matches for financial services consultants associated with Greenwood Village, United States as of September 2026 and tracks 160 professional contacts across them, including 52 with verified work emails. Across the United States, New York is the largest hub for this category (317 companies); Greenwood Village has 26.

This list covers company matches for financial services consultants associated with Greenwood Village, 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 16, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 16, 2026 How this list was built

26Companies

160Contacts tracked

52Verified emails

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The 11 largest financial services consultants based in Greenwood Village, United States

Ranked by team size

Top 11 of 26 company matches for financial services consultants based in Greenwood Village, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Heirloom Wealth Management	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 16, 2026	11-50	24 contacts →
	Exact match “At Heirloom Wealth Management we focus on understanding and anticipating the unique needs and goals of individuals, families, and foundations.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	Presidential Wealth Management	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 16, 2026	11-50	22 contacts →
	Exact match “ARE YOU LOOKING FOR AN HONEST FIRM THAT SUPPORTS YOUR PRACTICE?” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Alpha Capital Family Office	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 16, 2026	11-50	13 contacts →
	Exact match “Alpha Capital Family Office is an independent financial advisory firm with a singular mission: to assist clients in managing their family, business, and wealth.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Tandem Financial, LLC	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 16, 2026	1-10	7 contacts →
	Exact match “Tandem Financial is a full-service financial advisory firm specializing in all aspects of personal finance including, but not limited to, financial planning, wealth management…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	Paramount Associates Wealth Management	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 16, 2026	1-10	7 contacts →
	Exact match “Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	Seed Money Consulting	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “We’re Seed Money Consulting, an independent, fee-based, financial services company.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	JPL Wealth Management	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “We exist to serve a select group of individuals and families, guiding them through holistic financial planning and portfolio design and ongoing management.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Strategic Wealth Partners Of Colorado	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “It's time to think differently about your business and your money.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	PI Wealth Management	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Here at pi Wealth Management we strive to help you define what "Wealth Before Money" means to you.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Lariat Wealth Management	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Financial guidance and investment management tailored to you” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Dunn Warren Investment Advisor LLC	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “We work with individuals to change how they invest.” Recorded in the RevenueBase company graph · Sep 16, 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 services 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 11 of 26 financial services consultants based in Greenwood Village, United States

See the full list, filter by size, metro and specialty, and access 52 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services consultants based in Greenwood Village, United States at a glance

As of Sep 16, 2026

32.5%Verified-email coverage

6.2Average contacts per company

1-10Median size (employees)

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Greenwood Village, so it is reported there. Company counts and contact totals on this page are exact for Greenwood Village, over 26 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 Greenwood Village, United States whose business descriptions match “financial services 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 52 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 16, 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 services consultants by metro in the United States

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 services consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services consultants are there based in Greenwood Village, United States?

RevenueBase identified 26 company matches for financial services consultants associated with Greenwood Village, 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?

Heirloom Wealth Management 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 services consultants?

New York leads the United States with 317 company records, followed by Houston (160) and Atlanta (142). Greenwood Village has 26.

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 52 professional contacts with verified work emails tracked across these 26 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 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 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.