Company lists · Data refreshed September 2026
Top 18 Financial services executives based in Atlanta, United States
RevenueBase identified 61 financial services executives headquartered in Atlanta, United States as of September 2026 and tracks 8,000 professional contacts across them, including 3,532 with verified work emails. New York is the largest hub.
This list covers financial services executives headquartered in Atlanta, 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.
The 18 largest financial services executives based in Atlanta, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 3,478 contacts → | ||||
Partial evidence “OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 2 | 2,064 contacts → | ||||
Partial evidence “At Ameris Bank, our purpose is to bring financial peace of mind to our communities, one person at a time.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 3 | 453 contacts → | ||||
Indirect evidence “We have closed this page and moved all activity to CIBC US.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 4 | 108 contacts → | ||||
Indirect evidence “J.P.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 5 | 77 contacts → | ||||
Indirect evidence “Balentine is an award-winning wealth management firm built for ultra-high-net-worth families and entrepreneurs - and run by them.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 6 | 19 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9 contacts → | ||||
Partial evidence “Shapiro Capital Management Co is a financial services company based out of 1 Buckhead Loop Ne # Atlanta, Georgia, United States.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Indirect evidence “Boone Capital Management LLC is an investment manager in Atlanta, GA.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Partial evidence “Key Planning is a financial services company.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Partial evidence “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: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Partial evidence “Holistic financial services firm, we work with business owners and individuals design workable solutions.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Indirect evidence “We turn setbacks into strategy and confusion into confidence, so freedom becomes something people can actually build, not just hope for.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Partial evidence “Investment Management, Financial Planning” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Partial evidence “Here at Dieujuste Financial we are dedicated professionals committed to the long-term financial security of our clients and their families.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
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 services executives. 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 services executives.
- Partial evidence
- Its own public description names part of financial services executives, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial services executives. 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 18 of 61 financial services executives based in Atlanta, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 3,532 reachable decision-makers.
Free signup · no credit card
Financial services executives based in Atlanta, United States at a glance
As of Sep 16, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Atlanta, so it is reported there. Company counts and contact totals on this page are exact for Atlanta, over 61 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 executives, 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 executives”. 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 executives), 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 executives, 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, 3,532 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 executives by metro in the United States
- Financial services executives in New York240
- Financial services executives in Dallas77
- Financial services executives in Houston65
- Financial services executives in Atlanta61
- Financial services executives in Chicago61
- Financial services executives in Miami56
- Financial services executives in Boston55
- Financial services executives in Charlotte55
- Financial services executives in Los Angeles51
- Financial services executives in San Diego47
- Financial services executives in Austin41
- Financial services executives in San Francisco35
- Financial services executives in Tampa34
- Financial services executives in Irvine33
- Financial services executives in Minneapolis32
- Financial services executives in San Antonio32
- Financial services executives in Columbus28
- Financial services executives in Raleigh28
- Financial services executives in Boca Raton27
- Financial services executives in Denver27
- Financial services executives in Newport Beach27
- Financial services executives in Columbia26
- Financial services executives in Phoenix26
- Financial services executives in Las Vegas25
- Financial services executives in Lexington25
- Financial services executives in Orlando25
- Financial services executives in Seattle25
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 executives, 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 executives are there based in Atlanta, United States?
RevenueBase identified 61 financial services executives headquartered in Atlanta, 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?
Onedigital, headquartered in Atlanta, tops this list with the largest team on record.
Which city has the most financial services executives?
New York leads with 240 headquartered companies, followed by Dallas (77) and Houston (65).
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 3,532 verified decision-maker contacts tracked across these 61 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.
Ready to reach these companies? Verified emails and direct dials for all 61 financial services executives based in Atlanta, United States. Start with a free account, no credit card.
Download this list →Related lists
Financial services executives by geography
- Financial services executives based in Calgary, Canada
- Financial services executives based in Edmonton, Canada
- Financial services executives based in Mississauga, Canada
- Financial services executives based in Montreal, Canada
- Financial services executives based in Toronto, Canada
- Financial services executives based in Vancouver, Canada
- Financial services executives based in Ahmedabad, India
- Financial services executives based in Bangalore, India
- Financial services executives based in Chennai, India
- Financial services executives based in Delhi, India
- Financial services executives based in Hyderabad, India
- Financial services executives based in Kolkata, India
Browse the directory
Browse: Companies home · Financial services executives in United States · All United States lists · All Financial services executives lists · New lists
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services executives based in Calgary, Canada
- Financial services executives based in Edmonton, Canada
- Financial services executives based in Mississauga, Canada
- Financial services executives based in Montreal, Canada
- Financial services executives based in Toronto, Canada
- Financial services executives based in Vancouver, Canada