Company lists · Data refreshed November 2026

Top 21 Fintech wealth advisors based in Birmingham, United States

Name: Fintech wealth advisors based in Birmingham, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 5, 2026 43 companies tracked

RevenueBase identified 43 company matches for fintech wealth advisors associated with Birmingham, United States as of November 2026 and tracks 668 professional contacts across them, including 137 with verified work emails. Across the United States, New York is the largest hub for this category (280 companies); Birmingham has 43.

This list covers company matches for fintech wealth advisors associated with Birmingham, 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 November 5, 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 Nov 5, 2026 How this list was built

43Companies

668Contacts tracked

137Verified emails

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The 21 largest fintech wealth advisors based in Birmingham, United States

Ranked by team size

Top 21 of 43 company matches for fintech wealth advisors based in Birmingham, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 5, 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	Planning Alternatives	Exact match	Birmingham, MI, United StatesHQ recorded Nov 5, 2026	11-50	25 contacts →
	Exact match “Planning Alternatives is an independent wealth management firm that has served clients since 1983.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
2	Meld Financial	Exact match	Birmingham, AL, United StatesHQ recorded Nov 5, 2026	1-10	14 contacts →
	Exact match “We are a financial planning and investment management firm offering unbiased, independent services for businesses and individuals.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
3	Bmss Wesson Wealth Solutions	Exact match	Birmingham, AL, United StatesHQ recorded Nov 5, 2026	1-10	14 contacts →
	Exact match “BMSS Wesson Wealth Solutions is a fee-for-service financial planning and registered investment advisory firm wholly owned by BMSS, LLC.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
4	Grandview Financial Group, LLC	Exact match	Birmingham, AL, United StatesHQ recorded Nov 5, 2026	1-10	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
5	Fairvoy Private Wealth	Exact match	Birmingham, AL, United StatesHQ recorded Nov 5, 2026	1-10	8 contacts →
	Exact match “Fairvoy Private Wealth is an independent wealth management firm that delivers bespoke financial planning, personalized investment solutions and a tailored client experience.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
6	Everthrive Financial Group	Exact match	Birmingham, AL, United StatesHQ recorded Nov 5, 2026	1-10	8 contacts →
	Exact match “At EverThrive Financial Group®, we are dedicated to offering creative solutions, objectivity, personalized advice and proactive service to our clients.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
7	Garrett, Perkins & Horton Advisory Partners	Exact match	Birmingham, AL, United StatesHQ recorded Nov 5, 2026	1-10	8 contacts →
	Exact match “We are an independent advisory firm committed to delivering tailored planning and comprehensive services to help clients navigate a complex marketplace and protect wealth for…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
8	Disciplined Equity Management	Exact match	Birmingham, AL, United StatesHQ recorded Nov 5, 2026	1-10	6 contacts →
	Exact match “Disciplined Equity Management, Inc.(DEM) is an SEC registered investment advisory firm that provides customized wealth management solutions for affluent investors.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
9	Navigate Wealth Management	Exact match	Birmingham, AL, United StatesHQ recorded Nov 5, 2026	1-10	5 contacts →
	Exact match “Navigate provides a full-service platform for advisors who want to own, manage and grow their own practices.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
10	Volare Wealth Advisors	Exact match	Birmingham, AL, United StatesHQ recorded Nov 5, 2026	1-10	5 contacts →
	Exact match “Wealth building to take you beyond.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
11	Cirrus Capital LLC	Exact match	Birmingham, MI, United StatesHQ recorded Nov 5, 2026	1-10	5 contacts →
	Exact match “We are Cirrus Capital, a sophisticated, not complicated investment firm in Metro Detroit.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
12	Intelus Wealth Management, LLC	Exact match	Birmingham, AL, United StatesHQ recorded Nov 5, 2026	1-10	5 contacts →
	Exact match “INTELUS Wealth Management is a financial planning firm founded by a financial professional with over 19 years of financial planning experience.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
13	Wesban Financial Consultants, P.C	Exact match	Birmingham, AL, United StatesHQ recorded Nov 5, 2026	1-10	5 contacts →
	Exact match “Wesban is a independent investment advisory and financial planning firm located in Birmingham, Alabama.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
14	Webb Garner Wealth Partners	Exact match	Birmingham, AL, United StatesHQ recorded Nov 5, 2026	1-10	3 contacts →
	Exact match “Webb Garner Wealth Partners believe in getting to know you and establishing a personal relationship to provide the best possible financial guidance.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
15	Liberty Capital Management, INC	Exact match	Birmingham, MI, United StatesHQ recorded Nov 5, 2026	1-10	3 contacts →
	Exact match “Financial freedom is not an option.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
16	Gunder Wealth Management	Exact match	Birmingham, MI, United StatesHQ recorded Nov 5, 2026	1-10	2 contacts →
	Exact match “Gunder Wealth Management (GWM) is a fee-only financial planning firm based in metro Detroit dedicated to creating better financial lives for busy individuals and families.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
17	Abeona Wealth	Exact match	Birmingham, AL, United StatesHQ recorded Nov 5, 2026	1-10	2 contacts →
	Exact match “Providing approachable and empowering wealth management and financial advice to single women, couples nearing or in retirement, and families with special needs.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
18	Retire Happily	Exact match	Birmingham, MI, United StatesHQ recorded Nov 5, 2026	11-50	1 contacts →
	Exact match “Let's put it this way, if you were to take a financial advisor, family office, and the technology of today, you would have FundMax.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
19	Stockbridge Wealth Partners	Exact match	Birmingham, AL, United StatesHQ recorded Nov 5, 2026	1-10	1 contacts →
	Exact match “Plan.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
20	Booth Financial Planning	Exact match	Birmingham, AL, United StatesHQ recorded Nov 5, 2026	1-10	1 contacts →
	Exact match “Comprehensive wealth management accomplished through a financial planning process.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
21	Cole Financial Planning And Wealth Management, INC	Exact match	Birmingham, AL, United StatesHQ recorded Nov 5, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 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 wealth advisors”. 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 21 of 43 fintech wealth advisors based in Birmingham, United States

See the full list, filter by size, metro and specialty, and access 137 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fintech wealth advisors based in Birmingham, United States at a glance

As of Nov 5, 2026

20.5%Verified-email coverage

15.5Average contacts per company

1-10Median size (employees)

Nov 5, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

10001+

Email recency for this list is measured across the whole United States list rather than for Birmingham, so it is reported there. Company counts and contact totals on this page are exact for Birmingham, over 43 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 Birmingham, United States whose business descriptions match “fintech wealth advisors” 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 137 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 November 5, 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 wealth advisors 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 wealth advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fintech wealth advisors are there based in Birmingham, United States?

RevenueBase identified 43 company matches for fintech wealth advisors associated with Birmingham, United States as of November 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?

Planning Alternatives 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 wealth advisors?

New York leads the United States with 280 company records, followed by Atlanta (127) and Chicago (115). Birmingham has 43.

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 137 professional contacts with verified work emails tracked across these 43 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 November 5, 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.