Company lists · Data refreshed September 2026

Top 25 Fintech wealth advisors based in Chicago, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 52 companies tracked

RevenueBase identified 52 fintech wealth advisors headquartered in Chicago, United States as of September 2026 and tracks 873 professional contacts across them, including 436 with verified work emails. Across the United States, New York is the largest hub for this category (110 companies); Chicago has 52.

This list covers fintech wealth advisors headquartered in Chicago, 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 28, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

52Companies

873Contacts tracked

436Verified emails

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The 25 largest fintech wealth advisors based in Chicago, United States

Ranked by team size

Top 25 of 52 fintech wealth advisors based in Chicago, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to fintech wealth advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Tastytrade	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	201-500	189 contacts →
	Indirect evidence “Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Source: RevenueBase Database · checked Sep 28, 2026
2	Rothschild Wealth Partners	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	110 contacts →
	Partial evidence “Established in 1908, Rothschild Wealth Partners has grown from a regional brokerage firm into an employee-owned, full-spectrum boutique firm with over $6 billion in assets under…” Source: RevenueBase Database · checked Sep 28, 2026
3	Advyzon	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	108 contacts →
	Strong evidence “In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Source: RevenueBase Database · checked Sep 28, 2026
4	Altair Advisers	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	77 contacts →
	Strong evidence “Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services.” Source: RevenueBase Database · checked Sep 28, 2026
5	Chicago Partners Wealth Advisors	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	62 contacts →
	Strong evidence “Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations…” Source: RevenueBase Database · checked Sep 28, 2026
6	Vivaldi Capital Management	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	50 contacts →
	Partial evidence “Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Source: RevenueBase Database · checked Sep 28, 2026
7	Bridgeft	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	20 contacts →
	Indirect evidence “BridgeFT is now a part of Field.” Source: RevenueBase Database · checked Sep 28, 2026
8	Nextcapital	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	15 contacts →
	Indirect evidence “NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Source: RevenueBase Database · checked Sep 28, 2026
9	Sound Advice	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	14 contacts →
	Partial evidence “Sound Advice is a mobile app designed for the next generation of wealth-builders.” Source: RevenueBase Database · checked Sep 28, 2026
10	Optimum Investment Advisors	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “Optimum Investment Advisors is an independent financial advisory firm providing trusted investment management services and expertise to high-net worth individuals.” Source: RevenueBase Database · checked Sep 28, 2026
11	Catalyst Planning Partners	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “We provide financial planning and wealth management services to entrepreneurs, executives, and decision makers across the country.” Source: RevenueBase Database · checked Sep 28, 2026
12	Expressive Wealth	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “Whether you’re investing for the first time, navigating complex tax laws, or planning your estate, we have the team to help you achieve your wealth goals with a holistic approach.” Source: RevenueBase Database · checked Sep 28, 2026
13	Beyond AUM	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Indirect evidence “Beyond AUM is a full-service agency providing field-tested, data-driven marketing, growth, technology, and digital experience solutions to financial services firms nationwide.” Source: RevenueBase Database · checked Sep 28, 2026
14	Burling Wealth Partners	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Partial evidence “Burling Wealth Partners is an independent wealth management firm.” Source: RevenueBase Database · checked Sep 28, 2026
15	Wealthtrust, A Hightower Advisors Company	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	501-1,000	8 contacts →
	Strong evidence “HighTower Advisors acquired WealthTrust in 2017.” Source: RevenueBase Database · checked Sep 28, 2026
16	Podesta Capital Of Apollon	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Partial evidence “Podesta Capital Apollon is a 3rd generation wealth management firm established, first and foremost, to benefit our clients.” Source: RevenueBase Database · checked Sep 28, 2026
17	The Advisoryone Group	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	4 contacts →
	Indirect evidence “Clients who benefit the most from our services understand something very important about their time and their money: to lead a more productive life with financial confidence, it…” Source: RevenueBase Database · checked Sep 28, 2026
18	Horizon Family Wealth	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Horizon Family Wealth provides comprehensive wealth management exclusively to high net worth individuals and multi-family offices.” Source: RevenueBase Database · checked Sep 28, 2026
19	Fintech Ranger LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “FinTech Ranger is a consulting firm specializing in coaching, capital raising and customer acquisition practices for the fintech vertical.” Source: RevenueBase Database · checked Sep 28, 2026
20	Black & Essington Solutions, LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Black & Essington Solutions is a Chicago based Investment advisory firm offering investment management and financial planning services.” Source: RevenueBase Database · checked Sep 28, 2026
21	Merino Wealth Management	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “Merino Wealth Management was founded in 2016 by Chicago Financial Advisor Jessica Merino, CFP®.” Source: RevenueBase Database · checked Sep 28, 2026
22	Archiwealth	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Our firm’s name - Archiwealth - reflects our mission: to serve as the guiding architects on the journey to building your wealth.” Source: RevenueBase Database · checked Sep 28, 2026
23	Krebs Financial Management, LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Krebs Financial offers an immersive client-advisor relationship where trust, transparency, and consistent communication are the pillars that lift you to your unique and empowering…” Source: RevenueBase Database · checked Sep 28, 2026
24	MWS Capital Consultants LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	1 contacts →
	Indirect evidence “Welcome to MWS Capital Consultants LLC.” Source: RevenueBase Database · checked Sep 28, 2026
25	Sroka Consulting	Strong evidence	Chicago, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Strong evidence “Sroka Consulting is a boutique financial advisory & management firm for elite level founders who want to proactively organize, manage and grow their wealth.” Source: RevenueBase Database · checked Sep 28, 2026

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: fintech wealth advisors. 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 fintech wealth advisors.
Partial evidence: Its own public description names part of fintech wealth advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fintech wealth advisors. 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 25 of 52 fintech wealth advisors based in Chicago, United States

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

As of Sep 28, 2026

49.9%Verified-email coverage

16.8Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 52 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 fintech wealth advisors, 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 Chicago, United States whose own description of what they do matches “fintech wealth advisors”. 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 fintech wealth advisors), 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 fintech wealth advisors, and records with no verified work email. Companies headquartered outside Chicago 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, 436 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 28, 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.

Fintech wealth advisors by metro in the United States

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 fintech wealth advisors, 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 fintech wealth advisors are there based in Chicago, United States?

RevenueBase identified 52 fintech wealth advisors headquartered in Chicago, 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?

Tastytrade, headquartered in Chicago, tops this list with the largest team on record.

Which city in the United States has the most fintech wealth advisors?

New York leads the United States with 110 headquartered companies, followed by San Francisco (56) and Chicago (52).

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 436 verified decision-maker contacts tracked across these 52 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 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 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.