Company lists · Data refreshed September 2026

Top 16 Fund manager companies based in Colorado Springs, United States

RevenueBase identified 25 fund manager companies headquartered in Colorado Springs, United States as of September 2026 and tracks 127 professional contacts across them, including 44 with verified work emails. New York is the largest hub.

This list covers fund manager companies headquartered in Colorado Springs, 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 19, 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 19, 2026 86% judged on-target in blind review
25Companies
127Contacts tracked
44Verified emails
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The 16 largest fund manager companies based in Colorado Springs, United States

Ranked by team size
Top 16 of 25 fund manager companies based in Colorado Springs, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to fund manager companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceColorado Springs, CO, United StatesHQ checked Sep 19, 202611-5020 contacts →

Indirect evidence

“We want to be more than your financial services professional; We want to be your financial partner.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceColorado Springs, CO, United StatesHQ checked Sep 19, 20261-1015 contacts →

Indirect evidence

“We are investment professionals, with over 100 years of combined investment experience, who have established an investment firm that puts the interests of the client and…”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceColorado Springs, CO, United StatesHQ checked Sep 19, 202611-5012 contacts →

Indirect evidence

“ASPEN CREEK WEALTH STRATEGIES is a company based out of Colorado Springs, Colorado, United States.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceColorado Springs, CO, United StatesHQ checked Sep 19, 20261-109 contacts →

Indirect evidence

“Intergy Private Wealth was founded in 2021 by Mark Perrault, CFP®, RICP®, MBA, and Charlie Dunn, CFP®, RICP®, whose partnership began formally in 2016.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceColorado Springs, CO, United StatesHQ checked Sep 19, 20261-109 contacts →

Indirect evidence

“At Confidence Financial Partners, we empower you to live your best life with confidence, freedom, and purpose.”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceColorado Springs, CO, United StatesHQ checked Sep 19, 20261-105 contacts →

Partial evidence

“nVest Advisors is a family-owned RIA firm in Colorado offering world-class investment management and financial planning services for individuals, families, and small businesses…”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceColorado Springs, CO, United StatesHQ checked Sep 19, 20261-105 contacts →

Partial evidence

“Swan Wealth Management, a Wealth Management located in Colorado Springs, CO is, dedicated to helping our clients achieve a more secure secure financial future.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceColorado Springs, CO, United StatesHQ checked Sep 19, 202611-504 contacts →

Indirect evidence

“Capstone built our reputation on friendly service, impeccable honesty, and respect for every client.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceColorado Springs, CO, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Our mission at Fulcrum Wealth Consulting is to serve, advise, and empower those going through significant life changes.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceColorado Springs, CO, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“From keep-it-simple to private wealth plans, our clients span the gamut and so do our investing tools.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceColorado Springs, CO, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Financial Success does not happen by accident.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceColorado Springs, CO, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“At Mont Wealth, skilled financial planners and investment executives provide you with the necessary leadership, information, and knowledge to navigate the complex and evolving…”

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidenceColorado Springs, CO, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“Cobalt Private Wealth offers comprehensive wealth management to help clients grow, manage and protect their wealth.”

Source: RevenueBase Database · checked Sep 19, 2026
14Partial evidenceColorado Springs, CO, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“WHAT IS PAPA WEALTH MANAGEMENT?”

Source: RevenueBase Database · checked Sep 19, 2026
15Partial evidenceColorado Springs, CO, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“Vailshire exists to help people live well and invest wisely through innovative portfolio management strategies, actionable health and investment advice, and extraordinary customer…”

Source: RevenueBase Database · checked Sep 19, 2026
16Partial evidenceColorado Springs, CO, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“At EJS Wealth Management, we have been helping high net worth individuals achieve their financial goals for over 40 years.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 16 of 25 fund manager companies based in Colorado Springs, United States

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Fund manager companies based in Colorado Springs, United States at a glance

As of Sep 19, 2026
34.6%Verified-email coverage
5.1Average contacts per company
1-10Median size (employees)
1896.0%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
21
11-50
4

Email recency for this list is measured across the whole United States list rather than for Colorado Springs, so it is reported there. Company counts and contact totals on this page are exact for Colorado Springs, over 25 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 fund manager companies, 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 Colorado Springs, United States whose own description of what they do matches “fund manager companies”. 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 fund manager companies), 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 fund manager companies, and records with no verified work email. Companies headquartered outside Colorado Springs 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, 44 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 19, 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.

Fund manager companies 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 fund manager companies, 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 fund manager companies are there based in Colorado Springs, United States?

RevenueBase identified 25 fund manager companies headquartered in Colorado Springs, 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?

Strategic Financial Partners, headquartered in Colorado Springs, tops this list with the largest team on record.

Which city has the most fund manager companies?

New York leads with 474 headquartered companies, followed by Chicago (161) and Atlanta (144).

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 44 verified decision-maker contacts tracked across these 25 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 19, 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.