Company lists · Data refreshed September 2026
Top 23 Fintech wealth platforms based in Los Angeles, United States
RevenueBase identified 47 fintech wealth platforms headquartered in Los Angeles, United States as of September 2026 and tracks 360 professional contacts across them, including 165 with verified work emails. New York is the largest hub.
This list covers fintech wealth platforms headquartered in Los Angeles, 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 23 largest fintech wealth platforms based in Los Angeles, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 87 contacts → | ||||
Partial evidence “Churchill Management Group at Focus Partners Wealth's objective is to help our clients make money and keep it.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 42 contacts → | ||||
Partial evidence “In LA, you have numerous wealth management firms to choose from.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 42 contacts → | ||||
Indirect evidence “In 1996, Jeff Fishman’s deep lifelong passion for helping people and his expertise and experience in financial services converged in the founding of JSF Financial.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 17 contacts → | ||||
Partial evidence “Atlas is redefining wealth and asset management for the modern era.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 11 contacts → | ||||
Indirect evidence “Founded in 1974, Howard Capital Management is a fee-based financial services company with offices in Los Angeles and New York.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 7 contacts → | ||||
Indirect evidence “Securities Offered through The Leaders Group, Inc, Member FINRA/SIPC, 26, W.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 contacts → | ||||
Partial evidence “KLK Capital Management LLC offers wealth management services through various unaffiliated companies including advisory services offered by Diversify Advisory Services…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7 contacts → | ||||
Indirect evidence “Pluto will bring the power of automated investing to retail traders of all background by removing complexity and creating a powerful and accessible suite of tools.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Partial evidence “Libretto is a powerful advice platform that helps financial advisors make every client feel like they’re worth $100 million.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Indirect evidence “In 1996, Robert Nichols, Ph.D.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Indirect evidence “Miracle Mile Advisors is an independent, registered investment advisory firm founded by experienced, ex-Wall Street advisors who wanted to create something better.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Partial evidence “Sunset West Advisors is an Independent Wealth Management and Investment Advisory Firm based in Los Angeles, California that specializes in serving the diverse financial planning…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Partial evidence “Investment advisory and wealth management firm based in Los Angeles, California.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Indirect evidence “The Pacific Group is a full service investment advisory firm for new investors and experienced investors alike.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Indirect evidence “McIntosh Capital Advisors, Inc, Alfred McIntosh, Los Angeles, CA” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Strong evidence “Round is the first fintech firm in the world that provides active investment management services of the ultra-wealthy to everyday people through the convenience of a mobile app.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Indirect evidence “Raziel consolidates your investments in private companies, crypto, and real estate, allowing you to track, analyze, and optimize all your investments from a single portfolio…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Indirect evidence “We are your partner - planning together to organize your financial life, achieve your goals, invest appropriately according to your unique circumstances, and avoid emotional…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Partial evidence “Dedicated to assisting clients with their greatest financial concerns, Win Wealth offers comprehensive investment management and financial strategies, coupled with unbiased advice…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Indirect evidence “Your AI-powered investment advisor.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “Frew Street Capital Management LLC ("Frew Street Capital" or "FSCM") is led by its founder, Nick Rich, whose diverse background in professional investing, corporate finance, and…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence “Culture Capital Partners is a full service investment advisory firm for new investors and experienced investors alike.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence “We solve individual's financial questions from the simple to the complex using an ethical approach and solid investment management regardless of age, gender, or net worth.” 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 23 of 47 fintech wealth platforms based in Los Angeles, United States
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Fintech wealth platforms based in Los Angeles, 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 Los Angeles, so it is reported there. Company counts and contact totals on this page are exact for Los Angeles, over 47 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 Los Angeles, 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 Los Angeles 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, 165 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 Los Angeles, United States?
RevenueBase identified 47 fintech wealth platforms headquartered in Los Angeles, 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?
Churchill Management Group At Focus Partners Wealth, headquartered in Los Angeles, 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 165 verified decision-maker contacts tracked across these 47 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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Fintech wealth platforms by geography
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- Fintech wealth platforms based in Switzerland
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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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