Company lists · Data refreshed September 2026

Top 25 Goal based wealth management platforms based in the United States

Name: Goal based wealth management platforms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 4,545 companies tracked

RevenueBase identified 4,545 goal based wealth management platforms headquartered in the United States as of September 2026 and tracks 93,043 professional contacts across them, including 40,173 with verified work emails. New York is the largest hub.

This list covers goal based wealth management platforms headquartered in the 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 28, 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 28, 2026 86% judged on-target in blind review

4,545Companies

93,043Contacts tracked

40,173Verified emails

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The 25 largest goal based wealth management platforms based in the United States

Ranked by team size

Top 25 of 4,545 goal based wealth management platforms based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to goal based wealth management 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	Merrill Lynch	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	32,808 contacts →
	Strong evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 28, 2026
2	Icapital	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,016 contacts →
	Indirect evidence “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Source: RevenueBase Database · checked Sep 28, 2026
3	Truist Wealth	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,661 contacts →
	Partial evidence “Building wealth.” Source: RevenueBase Database · checked Sep 28, 2026
4	Focus Partners	Strong evidence	St. Louis, MO, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,249 contacts →
	Strong evidence “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Source: RevenueBase Database · checked Sep 28, 2026
5	BNY Wealth	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	1,217 contacts →
	Partial evidence “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Source: RevenueBase Database · checked Sep 28, 2026
6	Personal Capital	Indirect evidence	Redwood City, CA, United StatesHQ checked Sep 28, 2026	201-500	1,168 contacts →
	Indirect evidence “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Source: RevenueBase Database · checked Sep 28, 2026
7	ORION	Strong evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,042 contacts →
	Strong evidence “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Source: RevenueBase Database · checked Sep 28, 2026
8	Investcloud, INC	Partial evidence	West Hollywood, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	992 contacts →
	Partial evidence “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Source: RevenueBase Database · checked Sep 28, 2026
9	Assetmark	Indirect evidence	Concord, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	982 contacts →
	Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
10	Apex Fintech Solutions	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	501-1,000	911 contacts →
	Indirect evidence “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Source: RevenueBase Database · checked Sep 28, 2026
11	Bernstein Private Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	837 contacts →
	Indirect evidence “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Source: RevenueBase Database · checked Sep 28, 2026
12	TAX & Financial Group	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	n/a	810 contacts →
	Partial evidence “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Source: RevenueBase Database · checked Sep 28, 2026
13	Northern Trust Wealth Management	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	10001+	771 contacts →
	Partial evidence “Any successful wealth plan begins with a thorough discussion of your ambitions.” Source: RevenueBase Database · checked Sep 28, 2026
14	Wells Fargo Private Bank	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	10001+	676 contacts →
	Strong evidence “As one of the nation’s leading providers of wealth management services, Wells Fargo Private Bank has extensive experience and a wide range of resources to help you achieve your…” Source: RevenueBase Database · checked Sep 28, 2026
15	Betterment	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	635 contacts →
	Indirect evidence “Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Source: RevenueBase Database · checked Sep 28, 2026
16	Betanxt	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	629 contacts →
	Strong evidence “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Source: RevenueBase Database · checked Sep 28, 2026
17	Emoney Advisor	Indirect evidence	Radnor, PA, United StatesHQ checked Sep 28, 2026	501-1,000	615 contacts →
	Indirect evidence “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Source: RevenueBase Database · checked Sep 28, 2026
18	Moneta	Strong evidence	Clayton, MO, United StatesHQ checked Sep 28, 2026	501-1,000	586 contacts →
	Strong evidence “Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent…” Source: RevenueBase Database · checked Sep 28, 2026
19	EP Wealth Advisors	Strong evidence	Torrance, CA, United StatesHQ checked Sep 28, 2026	501-1,000	573 contacts →
	Strong evidence “EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Source: RevenueBase Database · checked Sep 28, 2026
20	BMO Wealth Management - U.S	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	5,001-10,000	534 contacts →
	Strong evidence “At BMO Wealth Management, you and your family are at the center of our approach.” Source: RevenueBase Database · checked Sep 28, 2026
21	Benjamin F. Edwards	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 28, 2026	501-1,000	520 contacts →
	Indirect evidence “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Source: RevenueBase Database · checked Sep 28, 2026
22	Florida Financial Advisors	Strong evidence	Tampa, FL, United StatesHQ checked Sep 28, 2026	51-200	487 contacts →
	Strong evidence “Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm dedicated to building lasting relationships with clients while providing…” Source: RevenueBase Database · checked Sep 28, 2026
23	Farther	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	452 contacts →
	Partial evidence “Welcome to Intelligent Wealth.” Source: RevenueBase Database · checked Sep 28, 2026
24	Public	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	434 contacts →
	Partial evidence “Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Source: RevenueBase Database · checked Sep 28, 2026
25	Vestmark	Indirect evidence	Wakefield, MA, United StatesHQ checked Sep 28, 2026	201-500	430 contacts →
	Indirect evidence “Headquartered outside of Boston, Mass.” Source: RevenueBase Database · checked Sep 28, 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: goal based wealth management 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 goal based wealth management platforms.
Partial evidence: Its own public description names part of goal based wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name goal based wealth management 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 4,545 goal based wealth management platforms based in the United States

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Goal based wealth management platforms based in the United States at a glance

As of Sep 28, 2026

43.2%Verified-email coverage

20.5Average contacts per company

1-10Median size (employees)

3.3%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

3,321

11-50

951

51-200

184

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 4,545 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 goal based wealth management 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 the United States whose own description of what they do matches “goal based wealth management 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 goal based wealth management 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 goal based wealth management platforms, and records with no verified work email. Companies headquartered outside United States 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, 40,173 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 28, 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.

Goal based wealth management platforms by metro

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 goal based wealth management 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 goal based wealth management platforms are there based in the United States?

RevenueBase identified 4,545 goal based wealth management platforms headquartered in the 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?

Merrill Lynch, headquartered in New York, tops this list with the largest team on record.

Which city has the most goal based wealth management platforms?

New York leads with 152 headquartered companies, followed by San Francisco (71) and Atlanta (68).

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 40,173 verified decision-maker contacts tracked across these 4,545 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 28, 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.