Company lists · Data refreshed September 2026
Top 17 Fintech wealth platforms based in Greenwood Village, United States
RevenueBase identified 30 fintech wealth platforms headquartered in Greenwood Village, United States as of September 2026 and tracks 9,584 professional contacts across them, including 5,556 with verified work emails. New York is the largest hub.
This list covers fintech wealth platforms headquartered in Greenwood Village, 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.
The 17 largest fintech wealth platforms based in Greenwood Village, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 9,313 contacts → | ||||
Indirect evidence “At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 96 contacts → | ||||
Partial evidence “At Wealth Strategies, financial success is about more than growing assets.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 24 contacts → | ||||
Partial evidence “At Heirloom Wealth Management we focus on understanding and anticipating the unique needs and goals of individuals, families, and foundations.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 23 contacts → | ||||
Partial evidence “Nilsine Partners is an independent registered investment adviser, committed to helping successful people like you to simplify the management of their wealth in order to better…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 22 contacts → | ||||
Indirect evidence “ARE YOU LOOKING FOR AN HONEST FIRM THAT SUPPORTS YOUR PRACTICE?” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 11 contacts → | ||||
Indirect evidence “Headquartered in Denver, Colorado, Equity Advisor Solutions provides Technology, Custody and Back Office solutions for RIAs, Turnkey Asset Management Programs (TAMPS), Hybrid…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 10 contacts → | ||||
Partial evidence “Dodds Wealth is a privately owned financial advisory firm dedicated to delivering exceptional personalized service to a select group of clients.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7 contacts → | ||||
Partial evidence “Tandem Financial is a full-service financial advisory firm specializing in all aspects of personal finance including, but not limited to, financial planning, wealth management…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 contacts → | ||||
Indirect evidence “Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Partial evidence “WealthWave's mission is to help people gain the financial confidence and knowledge they need from knowing HowMoneyWorks.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Indirect evidence “We exist to serve a select group of individuals and families, guiding them through holistic financial planning and portfolio design and ongoing management.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Indirect evidence “Financial planning can be overwhelming, understanding how much you are paying and what you are paying for shouldn't be.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Partial evidence “Here at pi Wealth Management we strive to help you define what "Wealth Before Money" means to you.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Indirect evidence “When it comes to your finances, you have a lot going on.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Indirect evidence “Financial guidance and investment management tailored to you” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Partial evidence “Our purpose at Front Range Wealth Management is to deliver professional financial guidance and personalized service with the goal to help you build and preserve your wealth…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “We work with individuals to change how they invest.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
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 17 of 30 fintech wealth platforms based in Greenwood Village, United States
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Fintech wealth platforms based in Greenwood Village, United States at a glance
As of Sep 14, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Greenwood Village, so it is reported there. Company counts and contact totals on this page are exact for Greenwood Village, over 30 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 Greenwood Village, 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 Greenwood Village 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, 5,556 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
- Fintech wealth platforms in New York213
- Fintech wealth platforms in San Francisco95
- Fintech wealth platforms in Atlanta90
- Fintech wealth platforms in San Diego85
- Fintech wealth platforms in Chicago84
- Fintech wealth platforms in Dallas84
- Fintech wealth platforms in Houston77
- Fintech wealth platforms in Austin63
- Fintech wealth platforms in Miami61
- Fintech wealth platforms in Boston58
- Fintech wealth platforms in Charlotte58
- Fintech wealth platforms in Denver53
- Fintech wealth platforms in Tampa50
- Fintech wealth platforms in Scottsdale49
- Fintech wealth platforms in Portland48
- Fintech wealth platforms in Los Angeles47
- Fintech wealth platforms in Seattle44
- Fintech wealth platforms in Newport Beach40
- Fintech wealth platforms in Overland Park39
- Fintech wealth platforms in Birmingham37
- Fintech wealth platforms in Raleigh37
- Fintech wealth platforms in Phoenix36
- Fintech wealth platforms in San Antonio36
- Fintech wealth platforms in Cincinnati35
- Fintech wealth platforms in Minneapolis35
- Fintech wealth platforms in Boca Raton34
- Fintech wealth platforms in Irvine34
- Fintech wealth platforms in Rochester33
- Fintech wealth platforms in Wilmington32
- Fintech wealth platforms in Columbia30
- Fintech wealth platforms in Greenville30
- Fintech wealth platforms in Greenwood Village30
- Fintech wealth platforms in Omaha30
- Fintech wealth platforms in Plano30
- Fintech wealth platforms in Columbus29
- Fintech wealth platforms in Indianapolis29
- Fintech wealth platforms in Las Vegas29
- Fintech wealth platforms in Pittsburgh29
- Fintech wealth platforms in Richmond29
- Fintech wealth platforms in Louisville27
- Fintech wealth platforms in Springfield27
- Fintech wealth platforms in Washington26
- Fintech wealth platforms in Colorado Springs25
- Fintech wealth platforms in Troy25
- Fintech wealth platforms in Tucson25
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 Greenwood Village, United States?
RevenueBase identified 30 fintech wealth platforms headquartered in Greenwood Village, 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?
Empower, headquartered in Greenwood Village, 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 5,556 verified decision-maker contacts tracked across these 30 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.
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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.
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