Company lists · Data refreshed September 2026
Top 18 Financial services executives based in Seattle, United States
RevenueBase identified 25 company matches for financial services executives associated with Seattle, United States as of September 2026 and tracks 1,168 professional contacts across them, including 205 with verified work emails. Across the United States, New York is the largest hub for this category (240 companies); Seattle has 25.
This list covers company matches for financial services executives associated with Seattle, 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.
The 18 largest financial services executives based in Seattle, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,031 contacts → | ||||
Exact match “Mechanics Bank has been serving California communities since 1905, and provides personal banking, business banking, trust and estate services, and wealth management at 100+ branch…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 2 | 26 contacts → | ||||
Exact match “McAdams Wright Ragen, Inc.(MWR) is a majority employee-owned investment firm headquartered in the Pacific Northwest, with client assets under management of approximately $8…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 3 | 12 contacts → | ||||
Exact match “We help successful professionals, businesses, & families achieve financial freedom that supports lasting legacies.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 4 | 9 contacts → | ||||
Exact match “Partnership & Performance Elliott Cove Capital Management is a Northwest based investment partner.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 5 | 7 contacts → | ||||
Exact match “Martin Nelson & Company is dedicated to helping our customers achieve their financial goals.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 6 | 7 contacts → | ||||
Exact match “Joshua Green Corporation is a Investment Management company located in 1425 4th Ave Ste 420, Seattle, WA, United States.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 7 | 7 contacts → | ||||
Exact match “The Simmons Group is dedicated to the financial success of our clients.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 8 | 6 contacts → | ||||
Exact match “We are a holistic wealth management firm that strives to provide top-tier financial planning and investment management services to our diverse client base.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 9 | 6 contacts → | ||||
Exact match “At Bond Financial we are passionate about helping people.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match “The Lyman Group is a relationship-focused firm with 50 years of experience in asking the right questions, navigating choices, and creating financial strategies that advocate for…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “We are a Seattle-based financial planning and investment management firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “It’s simple.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “Established in 1937, First Washington Corporation is the oldest investment firm in Washington State.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “PNW Financial of the Pacific Northwest is an independent, client-centered financial services firm that provides comprehensive financial and insurance services to businesses and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Financial Services” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Consulting” 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 18 of 25 financial services executives based in Seattle, United States
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Financial services executives based in Seattle, 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 Seattle, so it is reported there. Company counts and contact totals on this page are exact for Seattle, over 25 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 Seattle, 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 205 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
- 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 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 Las Vegas25
- Financial services executives in Lexington25
- Financial services executives in Orlando25
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 Seattle, United States?
RevenueBase identified 25 company matches for financial services executives associated with Seattle, 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?
Homestreet Bank 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). Seattle has 25.
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 205 professional contacts with verified work emails tracked across these 25 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.
Ready to reach these companies? Verified emails and direct dials for all 25 financial services executives based in Seattle, United States. Start with a free account, no credit card.
Download this list →Related lists
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- Financial services executives based in Kolkata, India
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.
More company lists
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- Lists by location
- Lists A-Z
- New lists
- Financial services executives based in Calgary, Canada
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Company intelligence · public preview
Top 18 financial services executives based in Seattle, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 25 matching company records for financial services executives based in Seattle, United States, with 1,168 tracked contacts and 205 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 16, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 18 financial services executives based in Seattle, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Homestreet Bankmechanicsbank.comHQ: Seattle, WA, United StatesReported employees: 1,001-5,000 | Seattle, WA, United States | 1,001-5,000 | Exact match | 1,031 contacts → |
“Mechanics Bank has been serving California communities since 1905, and provides personal banking, business banking, trust and estate services, and wealth management at 100+ branch…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Mcadams Wright Ragenmwrinc.comHQ: Seattle, WA, United StatesReported employees: 51-200 | Seattle, WA, United States | 51-200 | Exact match | 26 contacts → |
“McAdams Wright Ragen, Inc.(MWR) is a majority employee-owned investment firm headquartered in the Pacific Northwest, with client assets under management of approximately $8…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Prince Financial Servicesprincefinancialservices.nm.comHQ: Seattle, WA, United StatesReported employees: 11-50 | Seattle, WA, United States | 11-50 | Exact match | 12 contacts → |
“We help successful professionals, businesses, & families achieve financial freedom that supports lasting legacies.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Elliott Cove Capital Managementelliottcove.com HQ: Seattle, WA, United StatesReported employees: 11-50 | Seattle, WA, United States | 11-50 | Exact match | 9 contacts → |
“Partnership & Performance Elliott Cove Capital Management is a Northwest based investment partner.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Martin Nelson & Co., INCmartinnelsonco.com HQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 7 contacts → |
“Martin Nelson & Company is dedicated to helping our customers achieve their financial goals.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Joshua Green Corporationjoshuagreencorp.comHQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 7 contacts → |
“Joshua Green Corporation is a Investment Management company located in 1425 4th Ave Ste 420, Seattle, WA, United States.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  The Simmons Groupthe-simmons-group.comHQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 7 contacts → |
“The Simmons Group is dedicated to the financial success of our clients.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Bear Mountain Capital INCbearmountaincapital.comHQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 6 contacts → |
“We are a holistic wealth management firm that strives to provide top-tier financial planning and investment management services to our diverse client base.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Bond Financial Pllcbondfinancial.biz HQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 6 contacts → |
“At Bond Financial we are passionate about helping people.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  The Lyman Groupthelymangroup.comHQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 6 contacts → |
“The Lyman Group is a relationship-focused firm with 50 years of experience in asking the right questions, navigating choices, and creating financial strategies that advocate for…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Wallingford Financial Serviceswallingfordfinancial.com HQ: Seattle, United StatesReported employees: 1-10 | Seattle, United States | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 |  DPA Wealth Partnersdpawealth.comHQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 4 contacts → |
“We are a Seattle-based financial planning and investment management firm.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 4 contacts → |
“It’s simple.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  First Washington Corporationfirst-wash.comHQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 4 contacts → |
“Established in 1937, First Washington Corporation is the oldest investment firm in Washington State.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Homestreet Insurancehomestreet.com HQ: Seattle, WA, United StatesReported employees: 11-50 | Seattle, WA, United States | 11-50 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 |  PNW Financialpnwfinancial.netHQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 2 contacts → |
“PNW Financial of the Pacific Northwest is an independent, client-centered financial services firm that provides comprehensive financial and insurance services to businesses and…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Telutrontelutron.com HQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 2 contacts → |
“Financial Services” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Sunset Hill Capitalsunsethillcapital.comHQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 1 contacts → |
“Consulting” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 25 company matches
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Financial services executives: dataset insights
September 16, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
25 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Seattle, so it is reported there. Company counts and contact totals on this page are exact for Seattle, over 25 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 16, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
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 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 Las Vegas25
- Financial services executives in Lexington25
- Financial services executives in Orlando25
Questions about this company list
What does Exact match mean for financial services executives?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial services executives did RevenueBase find based in Seattle, United States?
The saved snapshot records 25 matching company records, 1,168 tracked contacts and 205 verified emails. The public preview displays 18 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 16, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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
Cite this list
RevenueBase Data Team. Top 18 financial services executives based in Seattle, United States. Snapshot: September 16, 2026. https://revenuebase.ai/companies/financial-services-executives/united-states/seattle.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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
Company intelligence · public preview
Top 18 financial services executives based in Seattle, United States
RevenueBase records 25 matching company records for financial services executives based in Seattle, United States, with 1,168 tracked contacts and 205 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 16, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 18 financial services executives based in Seattle, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Homestreet Bankmechanicsbank.com HQ: Seattle, WA, United StatesReported employees: 1,001-5,000 | Seattle, WA, United States | 1,001-5,000 | Exact match | 1,031 contacts → |
“Mechanics Bank has been serving California communities since 1905, and provides personal banking, business banking, trust and estate services, and wealth management at 100+ branch…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Mcadams Wright Ragenmwrinc.com HQ: Seattle, WA, United StatesReported employees: 51-200 | Seattle, WA, United States | 51-200 | Exact match | 26 contacts → |
“McAdams Wright Ragen, Inc.(MWR) is a majority employee-owned investment firm headquartered in the Pacific Northwest, with client assets under management of approximately $8…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Prince Financial Servicesprincefinancialservices.nm.com HQ: Seattle, WA, United StatesReported employees: 11-50 | Seattle, WA, United States | 11-50 | Exact match | 12 contacts → |
“We help successful professionals, businesses, & families achieve financial freedom that supports lasting legacies.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Elliott Cove Capital Managementelliottcove.com HQ: Seattle, WA, United StatesReported employees: 11-50 | Seattle, WA, United States | 11-50 | Exact match | 9 contacts → |
“Partnership & Performance Elliott Cove Capital Management is a Northwest based investment partner.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Martin Nelson & Co., INCmartinnelsonco.com HQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 7 contacts → |
“Martin Nelson & Company is dedicated to helping our customers achieve their financial goals.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Joshua Green Corporationjoshuagreencorp.com HQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 7 contacts → |
“Joshua Green Corporation is a Investment Management company located in 1425 4th Ave Ste 420, Seattle, WA, United States.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | The Simmons Groupthe-simmons-group.com HQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 7 contacts → |
“The Simmons Group is dedicated to the financial success of our clients.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Bear Mountain Capital INCbearmountaincapital.com HQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 6 contacts → |
“We are a holistic wealth management firm that strives to provide top-tier financial planning and investment management services to our diverse client base.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Bond Financial Pllcbondfinancial.biz HQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 6 contacts → |
“At Bond Financial we are passionate about helping people.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | The Lyman Groupthelymangroup.com HQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 6 contacts → |
“The Lyman Group is a relationship-focused firm with 50 years of experience in asking the right questions, navigating choices, and creating financial strategies that advocate for…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Wallingford Financial Serviceswallingfordfinancial.com HQ: Seattle, United StatesReported employees: 1-10 | Seattle, United States | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 | DPA Wealth Partnersdpawealth.com HQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 4 contacts → |
“We are a Seattle-based financial planning and investment management firm.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 4 contacts → |
“It’s simple.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | First Washington Corporationfirst-wash.com HQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 4 contacts → |
“Established in 1937, First Washington Corporation is the oldest investment firm in Washington State.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Homestreet Insurancehomestreet.com HQ: Seattle, WA, United StatesReported employees: 11-50 | Seattle, WA, United States | 11-50 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 | PNW Financialpnwfinancial.net HQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 2 contacts → |
“PNW Financial of the Pacific Northwest is an independent, client-centered financial services firm that provides comprehensive financial and insurance services to businesses and…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Telutrontelutron.com HQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 2 contacts → |
“Financial Services” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Sunset Hill Capitalsunsethillcapital.com HQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 1 contacts → |
“Consulting” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 25 company matches
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Financial services executives: dataset insights
September 16, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
25 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Seattle, so it is reported there. Company counts and contact totals on this page are exact for Seattle, over 25 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 16, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
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 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 Las Vegas25
- Financial services executives in Lexington25
- Financial services executives in Orlando25
Questions about this company list
What does Exact match mean for financial services executives?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial services executives did RevenueBase find based in Seattle, United States?
The saved snapshot records 25 matching company records, 1,168 tracked contacts and 205 verified emails. The public preview displays 18 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 16, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 18 financial services executives based in Seattle, United States. Snapshot: September 16, 2026. https://revenuebase.ai/companies/financial-services-executives/united-states/seattle.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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