Company lists · Data refreshed September 2026

Top 13 Financial services executives based in Denver, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 27 companies tracked

RevenueBase identified 27 company matches for financial services executives associated with Denver, United States as of September 2026 and tracks 1,952 professional contacts across them, including 1,374 with verified work emails. Across the United States, New York is the largest hub for this category (240 companies); Denver has 27.

This list covers company matches for financial services executives associated with Denver, 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

27Companies

1,952Contacts tracked

1,374Verified emails

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The 13 largest financial services executives based in Denver, United States

Ranked by team size

Top 13 of 27 company matches for financial services executives based in Denver, 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	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Sep 16, 2026	501-1,000	1,434 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	First Western Trust	Exact match	Denver, CO, United StatesHQ recorded Sep 16, 2026	201-500	420 contacts →
	Exact match “We are the trusted expert that wealth creators in the West turn to at every stage of their financial journey – bringing private banking sophistication, deep community roots, and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Synergy Financial Partners	Exact match	Denver, CO, United StatesHQ recorded Sep 16, 2026	1-10	16 contacts →
	Exact match “Comprehensive Financial Planning, Insurance, and Investment Services for Individuals, Families, and Small Businesses.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Gill Capital Partners	Exact match	Denver, CO, United StatesHQ recorded Sep 16, 2026	11-50	15 contacts →
	Exact match “At Gill Capital Partners, we want you to understand the Capital Difference.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	J. F. Williams Co., INC	Exact match	Denver, CO, United StatesHQ recorded Sep 16, 2026	1-10	8 contacts →
	Exact match “Since 1995, J.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	Crestward Capital	Exact match	Denver, CO, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Innovation.Investment.Genius Our clients agree, it is always best to do business with a company you know, like and trust.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Momentum Capital Group, LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Creating a powerful force to help you move your financial future forward.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Guava Capital	Exact match	Denver, CO, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Guava Capital is an investment firm based in Denver, CO” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	5280 Associates Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “5280 Associates Wealth Management is a company based out of DENVER, CO, United States.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Altius Financial INC	Exact match	Denver, CO, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “ALTIUS Financial Inc is an investment management company based out of S Harrison St # 810, Denver, Colorado, United States.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Dnvr Financial	Exact match	Denver, CO, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Established out of a passion for helping people.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Live Your Dream Financial Services	Exact match	Denver, CO, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Christy has been in the financial industry since 1992.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Patrick Lynch Financial	Exact match	Denver, CO, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Patrick has more than 25 years’ experience in the financial services industry and has helped thousands of people work towards achieving their financial goals.” 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 executives”. 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 13 of 27 financial services executives based in Denver, United States

See the full list, filter by size, metro and specialty, and access 1,374 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services executives based in Denver, United States at a glance

As of Sep 16, 2026

70.4%Verified-email coverage

72.3Average contacts per company

1-10Median size (employees)

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

201-500

501-1,000

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Denver, so it is reported there. Company counts and contact totals on this page are exact for Denver, over 27 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 Denver, United States whose business descriptions match “financial services executives” 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 1,374 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 executives 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 executives”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services executives are there based in Denver, United States?

RevenueBase identified 27 company matches for financial services executives associated with Denver, 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?

Mercer Advisors 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 executives?

New York leads the United States with 240 company records, followed by Dallas (77) and Houston (65). Denver has 27.

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 1,374 professional contacts with verified work emails tracked across these 27 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.