Company lists · Data refreshed September 2026

Top 25 Fintech wealth platforms based in Denver, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 53 companies tracked

RevenueBase identified 53 fintech wealth platforms headquartered in Denver, United States as of September 2026 and tracks 486 professional contacts across them, including 198 with verified work emails. New York is the largest hub.

This list covers fintech wealth platforms headquartered in Denver, 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 14, 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 14, 2026 86% judged on-target in blind review

53Companies

486Contacts tracked

198Verified emails

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

The 25 largest fintech wealth platforms based in Denver, United States

Ranked by team size

Top 25 of 53 fintech wealth platforms based in Denver, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to fintech wealth platforms: 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	Triumph Capital Management	Indirect evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	11-50	17 contacts →
	Indirect evidence “We are an independently registered investment advisory firm located in the heart of Denver, Colorado.” Source: RevenueBase Database · checked Sep 14, 2026
2	Lotusgroup Advisors	Indirect evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	11-50	14 contacts →
	Indirect evidence “LotusGroup Advisors is a Denver based Registered Investment Advisory (RIA) in the heart of Wash Park.” Source: RevenueBase Database · checked Sep 14, 2026
3	SHJ Wealth Advisors	Partial evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	11-50	13 contacts →
	Partial evidence “SHJ Wealth Advisors is one of Denver's oldest Financial Planning and Investment Management firms.” Source: RevenueBase Database · checked Sep 14, 2026
4	Denver Private Wealth Management	Partial evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	11 contacts →
	Partial evidence “Denver Private Wealth Management, is a client-focused, full-service wealth management advisory firm created to meet the unique needs of our clients.” Source: RevenueBase Database · checked Sep 14, 2026
5	J. F. Williams Co., INC	Indirect evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	8 contacts →
	Indirect evidence “Since 1995, J.” Source: RevenueBase Database · checked Sep 14, 2026
6	Pilkington Financial Group	Indirect evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	8 contacts →
	Indirect evidence “Pilkington Financial Group is a family-owned, independent financial planning firm in Sterling, Colorado, started in 1974 by Curt and Cindy Pilkington.” Source: RevenueBase Database · checked Sep 14, 2026
7	Investment Security Group	Indirect evidence	Denver, United StatesHQ checked Sep 14, 2026	1-10	7 contacts →
	Indirect evidence “Investment Security Group (ISG) was founded in 1992 with the mission of becoming a “client first” boutique firm offering you a one-stop resource of personalized investing and…” Source: RevenueBase Database · checked Sep 14, 2026
8	Finfolio	Partial evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	11-50	7 contacts →
	Partial evidence “FinFolio makes portfolio management software for investment advisors and professional wealth managers.” Source: RevenueBase Database · checked Sep 14, 2026
9	5280 Associates	Partial evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	11-50	7 contacts →
	Partial evidence “5280 Associates is a comprehensive wealth management practice offering financial advice, products and services with complete fee transparency.” Source: RevenueBase Database · checked Sep 14, 2026
10	G&s Capital	Indirect evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	6 contacts →
	Indirect evidence “Our mission is to be one of the most valued professional relationships our clients have by providing in-depth education, effective communication, and a level of personal attention…” Source: RevenueBase Database · checked Sep 14, 2026
11	American Portfolios Denver	Indirect evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	11-50	6 contacts →
	Indirect evidence “Using our innovative GlidePath Method,™ American Portfolios Denver is the valued financial partner of successful business owners, individuals, and multi-generational families.” Source: RevenueBase Database · checked Sep 14, 2026
12	Renaissance Wealth Management	Indirect evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	6 contacts →
	Indirect evidence “Valuing sincere, trusted relationships, we partner with our clients for life.” Source: RevenueBase Database · checked Sep 14, 2026
13	Capital Investment Counsel, LLC	Indirect evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	5 contacts →
	Indirect evidence “Capital Investment Counsel provides considerable experience to serve our clients.” Source: RevenueBase Database · checked Sep 14, 2026
14	Summit Wealth Strategies , LLC	Indirect evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
15	Kelly Intelligence	Indirect evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Indirect evidence “Kelly Intelligence is an SEC registered investment advisor that seeks to bring cutting-edge products.” Source: RevenueBase Database · checked Sep 14, 2026
16	Infinium Investment Advisors, LLC	Indirect evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Indirect evidence “Infinium Investment Advisors provides low-cost financial planning and investment management to Technology executives, entrepreneurs, and investors.” Source: RevenueBase Database · checked Sep 14, 2026
17	Garden Street Financial Group LLC	Indirect evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Indirect evidence “At Garden Street Financial Group, our personalized plans are designed to help provide greater confidence through our full range of investment advisory and financial planning…” Source: RevenueBase Database · checked Sep 14, 2026
18	Hoskin Capital	Partial evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Partial evidence “We are nationally renowned, award-winning advisors breaking the mold of our highly exclusive industry by providing transparent, accessible investment management to new wealth…” Source: RevenueBase Database · checked Sep 14, 2026
19	Altius Financial INC	Indirect evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	2 contacts →
	Indirect evidence “ALTIUS Financial Inc is an investment management company based out of S Harrison St # 810, Denver, Colorado, United States.” Source: RevenueBase Database · checked Sep 14, 2026
20	Joseph S. Sturniolo & Associates, INC	Partial evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	2 contacts →
	Partial evidence “We provide comprehensive financial planning and wealth management services for every stage of the journey but particularly accumulating for and managing resources in retirement.” Source: RevenueBase Database · checked Sep 14, 2026
21	ONE Vision Financial	Indirect evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	2 contacts →
	Indirect evidence “Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC.” Source: RevenueBase Database · checked Sep 14, 2026
22	The Stone Creek Group	Indirect evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	2 contacts →
	Indirect evidence “We opened our firm to provide a highly personalized yet world class financial and investment experience for our clients.” Source: RevenueBase Database · checked Sep 14, 2026
23	Dnvr Financial	Indirect evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	2 contacts →
	Indirect evidence “Established out of a passion for helping people.” Source: RevenueBase Database · checked Sep 14, 2026
24	Pinnacle Wealth Management Denver, CO	Indirect evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1-10	2 contacts →
	Indirect evidence “Investing for your Best Interest We build relationships focused on your best interest using tailored planning and investment advice to help you aim toward your personal and…” Source: RevenueBase Database · checked Sep 14, 2026
25	The Cirque Financial Group	Indirect evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	51-200	1 contacts →
	Indirect evidence “We are pleased to announce the launch of The Cirque Financial Group, a new investment management and financial planning firm.” Source: RevenueBase Database · checked Sep 14, 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 platforms. 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 platforms.
Partial evidence: Its own public description names part of fintech wealth platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fintech wealth platforms. 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 53 fintech wealth platforms based in Denver, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 198 reachable decision-makers.

Free signup · no credit card

View the full list →

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

As of Sep 14, 2026

40.7%Verified-email coverage

9.2Average contacts per company

1-10Median size (employees)

401.9%Largest-city concentration · New York

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Denver, so it is reported there. Company counts and contact totals on this page are exact for Denver, over 53 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 platforms, 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 Denver, United States whose own description of what they do matches “fintech wealth platforms”. 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 platforms), 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 platforms, and records with no verified work email. Companies headquartered outside Denver 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, 198 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 14, 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 platforms 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 platforms, 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 platforms are there based in Denver, United States?

RevenueBase identified 53 fintech wealth platforms headquartered in Denver, 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?

Triumph Capital Management, headquartered in Denver, tops this list with the largest team on record.

Which city has the most fintech wealth platforms?

New York leads with 213 headquartered companies, followed by San Francisco (95) and Atlanta (90).

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 198 verified decision-maker contacts tracked across these 53 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 14, 2026.

Ready to reach these companies? Verified emails and direct dials for all 53 fintech wealth platforms based in Denver, 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 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.