Company lists · Data refreshed September 2026

Top 25 Goal based wealth management platforms based in Atlanta, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 68 companies tracked

RevenueBase identified 68 company matches for goal based wealth management platforms associated with Atlanta, United States as of September 2026 and tracks 676 professional contacts across them, including 284 with verified work emails. Across the United States, New York is the largest hub for this category (163 companies); Atlanta has 68.

This list covers company matches for goal based wealth management platforms associated with Atlanta, 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 September 28, 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 Sep 28, 2026 How this list was built

68Companies

676Contacts tracked

284Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest goal based wealth management platforms based in Atlanta, United States

Ranked by team size

Top 25 of 68 company matches for goal based wealth management platforms based in Atlanta, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	Signaturefd	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	51-200	125 contacts →
	Exact match “At SignatureFD, we believe people want to use their wealth to do something worthwhile – for themselves, those they love, and their community.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	BIP Wealth	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	51-200	102 contacts →
	Exact match “At BIP Wealth, our experienced team members help clients manage their wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Bison Wealth, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	51-200	45 contacts →
	Exact match “Bison Wealth strives to create and implement a wealth plan for each individual and family that meets their unique needs based on our ability to listen first and capture what…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Persium Group	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	11-50	20 contacts →
	Exact match “Persium is a strategic wealth advisory firm that helps business owners, retirement plan committees, and individual investors pursue long term financial freedom.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	IRC Wealth	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	14 contacts →
	Exact match “Custom crafted financial planning for individual lifestyles, IRC Wealth is a value based investment firm specializing in wealth creation for select business owners and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Smith Howard Wealth Management, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	11 contacts →
	Exact match “Meet Smith +Howard Wealth Management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	11-50	10 contacts →
	Exact match “Harmon Financial Advisors is an independent wealth management team specializing in comprehensive wealth management, investment management and retirement income planning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	ACG Wealth	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	11-50	9 contacts →
	Exact match “What do you want out of life?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	CPC Advisors Consolidated Planning Corporation	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	11-50	8 contacts →
	Exact match “At Consolidated Planning Corporation, we understand the unique challenges that come with managing wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Holcombe Financial, INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “Holcombe Financial is a boutique, concierge-style financial advisory firm dedicated to high-earning professionals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	The Mill Financial Partners	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Based in Atlanta, GA, The Mill Financial Partners leverages technology to drive financial education and an extraordinary client experience that can help make a life-changing…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Silver Penny Financial Planning	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “In 1943, in order to conserve copper for wartime efforts, pennies were made of steel and coated with zinc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Active Wealth Management	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	11-50	6 contacts →
	Exact match “You worked hard to provide for your family, we will work hard to protect and grow your money.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Providence Wealth Systems	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “We believe in creating and preserving wealth for a secure retirement and for generations beyond.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	FWI Wealth Management	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “We believe you should live your best life, follow your passions, realize your dreams and spend your time purposefully.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Cornercap	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	11-50	3 contacts →
	Exact match “CornerCap builds a wealth management plan around your story.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Meranti Capital Partners	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “At Meranti, we’re more than a traditional wealth advisory firm-we’re a family office with a holistic approach.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Truewealth, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	11-50	2 contacts →
	Exact match “At TrueWealth, our clients know the financial course they’re on is as unique as they are.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Corbet Capital	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “We help entrepreneurs access sophisticated investment tools and strategies that help tilt the risk-reward equation in their favor.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Wolverine Investment Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Wolverine Investment Advisors is an investment advisory firm that offers investment management solutions to maximize portfolio returns while keeping market risk to minimum through…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Dextera Capital	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	11-50	2 contacts →
	Exact match “Mission Statement: At Dextera Capital, our mission is to democratize alternative investments by leveraging cutting-edge technology and deep market expertise.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Carson Wealth	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “The prospect of building wealth through tactical investing has never held more appeal.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Lakeview Capital Partners, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	11-50	1 contacts →
	Exact match “Lakeview Capital Partners is an innovative wealth management firm committed to evolving the space and setting the new standard in investment strategies and client collaboration.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Ruth D Goldstein	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Main Street Financial Group LLC Certified Financial Planner, Investments, Estate, Tax Planning & Business Strategy Our comprehensive wealth mangement plans are provided with the…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	1776 Wealth	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “1776 Wealth mission is to maximize the wealth of our clients.” Recorded in the RevenueBase company graph · Sep 28, 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 “goal based wealth management 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 25 of 68 goal based wealth management platforms based in Atlanta, United States

See the full list, filter by size, metro and specialty, and access 284 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Goal based wealth management platforms based in Atlanta, United States at a glance

As of Sep 28, 2026

42.0%Verified-email coverage

9.9Average contacts per company

1-10Median size (employees)

Sep 28, 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 Atlanta, so it is reported there. Company counts and contact totals on this page are exact for Atlanta, over 68 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 Atlanta, United States whose business descriptions match “goal based wealth management 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 284 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 September 28, 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.

Goal based wealth management 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 “goal based wealth management platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many goal based wealth management platforms are there based in Atlanta, United States?

RevenueBase identified 68 company matches for goal based wealth management platforms associated with Atlanta, United States as of September 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?

Signaturefd 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 goal based wealth management platforms?

New York leads the United States with 163 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 284 professional contacts with verified work emails tracked across these 68 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 September 28, 2026.

Ready to reach these companies? Verified emails and direct dials for all 68 goal based wealth management platforms based in Atlanta, United States. Start with a free account, no credit card.

Download this list →

Related lists

Goal based wealth management platforms by geography

Browse the directory

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.