Company lists · Data refreshed September 2026

Top 20 Fintech wealth platforms based in Birmingham, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 37 companies tracked

RevenueBase identified 37 company matches for fintech wealth platforms associated with Birmingham, United States as of September 2026 and tracks 711 professional contacts across them, including 120 with verified work emails. Across the United States, New York is the largest hub for this category (213 companies); Birmingham has 37.

This list covers company matches for fintech wealth platforms 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 September 14, 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 14, 2026 How this list was built

37Companies

711Contacts tracked

120Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 20 largest fintech wealth platforms based in Birmingham, United States

Ranked by team size

Top 20 of 37 company matches for fintech wealth platforms based in Birmingham, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 14, 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	NBC Securities, INC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 14, 2026	51-200	73 contacts →
	Exact match “NBC Securities is a full-service broker-dealer and registered investment advisor catering to individuals and companies across the United States.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
2	Bmss Wesson Wealth Solutions	Exact match	Birmingham, AL, United StatesHQ recorded Sep 14, 2026	1-10	15 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 · Sep 14, 2026 · View company records in RevenueBase
3	Meld Financial	Exact match	Birmingham, AL, United StatesHQ recorded Sep 14, 2026	1-10	13 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 · Sep 14, 2026 · View company records in RevenueBase
4	Wealth Strategies, LLC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 14, 2026	1-10	9 contacts →
	Exact match “Wealth Strategies was created to assist individuals in navigating the complex world of financial services.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
5	Everthrive Financial Group	Exact match	Birmingham, AL, United StatesHQ recorded Sep 14, 2026	1-10	7 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 · Sep 14, 2026 · View company records in RevenueBase
6	Advo K ATE Advisors	Exact match	Birmingham, AL, United StatesHQ recorded Sep 14, 2026	1-10	7 contacts →
	Exact match “Advo(k)ate Advisors, LLC is a financial services firm that specializes in advising employer-sponsored retirement plans.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
7	Intelus Wealth Management, LLC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 14, 2026	1-10	7 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 · Sep 14, 2026 · View company records in RevenueBase
8	Navigate Wealth Management	Exact match	Birmingham, AL, United StatesHQ recorded Sep 14, 2026	1-10	6 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 · Sep 14, 2026 · View company records in RevenueBase
9	Volare Wealth Advisors	Exact match	Birmingham, AL, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “Wealth building to take you beyond.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
10	Shades Creek Wealth Advisors, INC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “We are the modern realization of three generations of financial services industry expertise.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
11	Horizons Financial Group	Exact match	Birmingham, AL, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “We assist clients with personalized, individually tailored solutions to managing your IRA, SEP, or taxable account(s).” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
12	Cirrus Capital LLC	Exact match	Birmingham, MI, United StatesHQ recorded Sep 14, 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 · Sep 14, 2026 · View company records in RevenueBase
13	Vision Financial Group, INC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “At Vision Financial Group, Inc, we specialize in working with professionals and companies concerning their insurance, investments, and overall financial planning needs.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
14	Solyco Wealth	Exact match	Birmingham, MI, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “Solyco Wealth offers fee-only comprehensive financial planning and investment management services.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
15	Wesban Financial Consultants, P.C	Exact match	Birmingham, AL, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “Wesban is a independent investment advisory and financial planning firm located in Birmingham, Alabama.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
16	AC Financial Partners	Exact match	Birmingham, AL, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “LIFE - MONEY - BALANCE Linda Allison, CFP ® and Derrell Crimm, CFP ® are financial advisors located at AC Financial Partners, LLC, 1800 International Park Drive, Suite 10…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
17	Walton Financial	Exact match	Birmingham, AL, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “Walton Financial is a company based out of Birmingham, Alabama, United States.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
18	Retire Happily	Exact match	Birmingham, MI, United StatesHQ recorded Sep 14, 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 · Sep 14, 2026 · View company records in RevenueBase
19	Unionstate Investment Services	Exact match	Birmingham, AL, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “At UnionState Investments, we believe investing is personal.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
20	Abeona Wealth	Exact match	Birmingham, AL, United StatesHQ recorded Sep 14, 2026	1-10	1 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 · Sep 14, 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 platforms”. 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 20 of 37 fintech wealth platforms based in Birmingham, United States

See the full list, filter by size, metro and specialty, and access 120 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

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

As of Sep 14, 2026

16.9%Verified-email coverage

19.2Average contacts per company

1-10Median size (employees)

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

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 37 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 platforms” 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 120 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 14, 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 platforms 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 platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 37 company matches for fintech wealth platforms associated with Birmingham, 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?

NBC Securities, INC 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 platforms?

New York leads the United States with 213 company records, followed by San Francisco (95) and Atlanta (90). Birmingham has 37.

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 120 professional contacts with verified work emails tracked across these 37 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 14, 2026.

Ready to reach these companies? Verified emails and direct dials for all 37 fintech wealth platforms based in Birmingham, United States. Start with a free account, no credit card.

Download this list →

Related lists

Fintech wealth platforms by geography

Browse the directory

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.