Company lists · Data refreshed October 2026

Top 20 Fintech wealth platforms based in Seattle, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 35 companies tracked

RevenueBase identified 35 company matches for fintech wealth platforms associated with Seattle, United States as of October 2026 and tracks 165 professional contacts across them, including 63 with verified work emails. Across the United States, New York is the largest hub for this category (182 companies); Seattle has 35.

This list covers company matches for fintech wealth platforms associated with Seattle, 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 October 1, 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 Oct 1, 2026 How this list was built

35Companies

165Contacts tracked

63Verified emails

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

Ranked by team size

Top 20 of 35 company matches for fintech wealth platforms based in Seattle, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	E.K. Riley Investments, LLC	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	51-200	17 contacts →
	Exact match “E.K.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Garde Capital, INC	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	11-50	15 contacts →
	Exact match “At Garde Capital, learning your story is our primary concern and the advice we provide will grow from there.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	nav.it	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	1-10	14 contacts →
	Exact match “Originally founded by CEO Erin Papworth and CRO Maia Monell, Nav.it is a diverse team from across the U.S.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Pacific Portfolio Consulting, LLC	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	11-50	11 contacts →
	Exact match “With over 20 years in the field of providing comprehensive financial guidance to individuals, families, and institutions, Pacific Portfolio’s team of advisors is personally and…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	EVE Wealth	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	1-10	10 contacts →
	Exact match “Empowering financial wealth through digital assets investment, education, and community.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Prospero Wealth	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	1-10	9 contacts →
	Exact match “Financial planning and asset management for busy tech professionals.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	The Simmons Group	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	1-10	7 contacts →
	Exact match “The Simmons Group is dedicated to the financial success of our clients.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	NUKU	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	1-10	7 contacts →
	Exact match “NUKU is an online investment manager offering individually-tailored and managed investment portfolios.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Bear Mountain Capital INC	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	1-10	6 contacts →
	Exact match “We are a holistic wealth management firm that strives to provide top-tier financial planning and investment management services to our diverse client base.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	The Lyman Group	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	1-10	6 contacts →
	Exact match “The Lyman Group is a relationship-focused firm with 50 years of experience in asking the right questions, navigating choices, and creating financial strategies that advocate for…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Wallingford Financial Services	Exact match	Seattle, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	DPA Wealth Partners	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “We are a Seattle-based financial planning and investment management firm.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	BT Family Advisors	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “We provide personalized financial and investment support for individuals and families.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Pacific Northwest Asset Management, LLC	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “It’s simple.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	First Washington Corporation	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Established in 1937, First Washington Corporation is the oldest investment firm in Washington State.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Breakwater Investment Management	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Breakwater Investment Management is a boutique financial planning and investment advisory firm based in Seattle.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Crafted Finance	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “A different approach to financial planning and investments, Crafted Finance is about giving clients financial advice and services they love.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Viceroy Investment Advisors LLC	Exact match	Seattle, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Simply put, we provide advice on your investments and finances.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Family Retirement	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “The team at Family Retirement LLC strives to - from the early stages of to creating an.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Knight Wealth Management	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “We provide a comprehensive planning and investment experience that offers individuals and families the guidance, tools and expertise to control their financial future.” Recorded in the RevenueBase company graph · Oct 1, 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 35 fintech wealth platforms based in Seattle, United States

See the full list, filter by size, metro and specialty, and access 63 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Oct 1, 2026

38.2%Verified-email coverage

4.7Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Seattle, so it is reported there. Company counts and contact totals on this page are exact for Seattle, over 35 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 Seattle, 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 63 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 October 1, 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 Seattle, United States?

RevenueBase identified 35 company matches for fintech wealth platforms associated with Seattle, United States as of October 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?

E.K. Riley Investments, LLC 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 182 company records, followed by San Francisco (75) and Chicago (54). Seattle has 35.

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 63 professional contacts with verified work emails tracked across these 35 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 October 1, 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 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.