Company lists · Data refreshed September 2026

Top 25 Fintech investment companies based in Atlanta, United States

Name: Fintech investment companies based in Atlanta, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 69 companies tracked

RevenueBase identified 69 company matches for fintech investment companies associated with Atlanta, United States as of September 2026 and tracks 7,526 professional contacts across them, including 3,296 with verified work emails. Across the United States, New York is the largest hub for this category (603 companies); Atlanta has 69.

This list covers company matches for fintech investment companies associated with Atlanta, 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 28, 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 28, 2026 How this list was built

69Companies

7,526Contacts tracked

3,296Verified emails

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The 25 largest fintech investment companies based in Atlanta, United States

Ranked by team size

Top 25 of 69 company matches for fintech investment companies based in Atlanta, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	Invesco US	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	5,001-10,000	3,114 contacts →
	Exact match “Invesco is dedicated to helping investors around the world rethink possibility.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	BAKKT	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	51-200	402 contacts →
	Exact match “Founded in 2018, Bakkt, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Bison Wealth, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	51-200	45 contacts →
	Exact match “Bison Wealth strives to create and implement a wealth plan for each individual and family that meets their unique needs based on our ability to listen first and capture what…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	BIP Capital	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	11-50	39 contacts →
	Exact match “BIP Capital is a vertically-integrated investment platform that provides direct access to high-quality private equity, venture capital, and private credit strategies and products.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	TTV Capital	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	11-50	33 contacts →
	Exact match “TTV Capital invests in fintech businesses that serve the widely varying needs of the financial services sector and the consumers of financial products.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Carter, Terry & Co., INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	11-50	19 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Infinite Giving	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	11-50	18 contacts →
	Exact match “As a financial technology and investment advisory firm exclusively serving nonprofits, Infinite Giving unifies financial management and fundraising in one place.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Buckhead Capital Management	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “Buckhead Capital Management is an independent registered investment adviser based in Atlanta, Georgia.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Globalt Investments	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	11-50	12 contacts →
	Exact match “Globalt is a leader in building portfolios that focus on the changes in the global market place.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Smith Howard Wealth Management, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	11 contacts →
	Exact match “Meet Smith +Howard Wealth Management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Masters Capital Management, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	11-50	10 contacts →
	Exact match “Masters Capital Management, LLC (the “Adviser” or “Firm”) is an investment management firm registered with the U.S.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	QM Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	10 contacts →
	Exact match “At QM Advisors, we do not claim to have a silver bullet to make all the pieces of your financial life magically come together.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Shapiro Capital Management CO	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “Shapiro Capital Management Co is a financial services company based out of 1 Buckhead Loop Ne # Atlanta, Georgia, United States.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Haven Wealth Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Neuravest Research, INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	11-50	9 contacts →
	Exact match “Neuravest empowers asset managers across the globe striving to deliver superior fund performance by applying machine learning and data science to portfolio construction and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Holcombe Financial, INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “Holcombe Financial is a boutique, concierge-style financial advisory firm dedicated to high-earning professionals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	The Mill Financial Partners	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Based in Atlanta, GA, The Mill Financial Partners leverages technology to drive financial education and an extraordinary client experience that can help make a life-changing…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Active Wealth Management	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	11-50	6 contacts →
	Exact match “You worked hard to provide for your family, we will work hard to protect and grow your money.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Hamilton Financial PC	Exact match	Atlanta, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Today’s economic environment presents many challenges.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Boone Capital Management LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Boone Capital Management LLC is an investment manager in Atlanta, GA.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Monarch Capital Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Monarch Capital Advisors is an independent wealth management firm dedicated to helping clients build, manage, and protect their wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Jones & CO Wealth Strategies	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Jones & Co Wealth Strategies is a boutique financial firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Fourcore Capital	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	51-200	4 contacts →
	Exact match “Fourcore Capital is a pioneering Alternative Asset Management firm, integrating advanced emerging technology with financial domain expertise.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Riverstone Advisors, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Riverstone Advisors is an independent investment advisory and financial services firm created to provide traditional and alternative asset management services to wealthy…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Apella - Atlanta	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	51-200	4 contacts →
	Exact match “At Apella, our focus is You.” Recorded in the RevenueBase company graph · Sep 28, 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 “fintech investment companies”. 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 25 of 69 fintech investment companies based in Atlanta, United States

See the full list, filter by size, metro and specialty, and access 3,296 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fintech investment companies based in Atlanta, United States at a glance

As of Sep 28, 2026

43.8%Verified-email coverage

109.1Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

5,001-10,000

10001+

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 69 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 Atlanta, United States whose business descriptions match “fintech investment companies” 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 3,296 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 28, 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.

Fintech investment companies 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 “fintech investment companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fintech investment companies are there based in Atlanta, United States?

RevenueBase identified 69 company matches for fintech investment companies associated with Atlanta, 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?

Invesco US 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 fintech investment companies?

New York leads the United States with 603 company records, followed by San Francisco (156) and Chicago (109). Atlanta has 69.

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 3,296 professional contacts with verified work emails tracked across these 69 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 28, 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.