Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 58 companies tracked

RevenueBase identified 58 company matches for goal based wealth management platforms associated with Chicago, United States as of September 2026 and tracks 2,601 professional contacts across them, including 960 with verified work emails. Across the United States, New York is the largest hub for this category (163 companies); Chicago has 58.

This list covers company matches for goal based wealth management platforms associated with Chicago, 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

58Companies

2,601Contacts tracked

960Verified emails

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

Ranked by team size

Top 25 of 58 company matches for goal based wealth management platforms based in Chicago, 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	Northern Trust Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	10001+	771 contacts →
	Exact match “Any successful wealth plan begins with a thorough discussion of your ambitions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	BMO Wealth Management - U.S	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	5,001-10,000	534 contacts →
	Exact match “At BMO Wealth Management, you and your family are at the center of our approach.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Tastytrade	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	201-500	189 contacts →
	Exact match “Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Geowealth	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	51-200	140 contacts →
	Exact match “GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Zacks Investment Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	51-200	130 contacts →
	Exact match “In 1992, Zacks Investment Management was established as a wholly owned subsidiary of Zacks Investment Research.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Halo Investing	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	51-200	120 contacts →
	Exact match “Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Advyzon	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	51-200	108 contacts →
	Exact match “In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Vestgen Wealth Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	51-200	107 contacts →
	Exact match “At VestGen, we’re transforming succession planning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Chicago Partners Wealth Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	51-200	62 contacts →
	Exact match “Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Vivaldi Capital Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	11-50	50 contacts →
	Exact match “Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Heritage Planning Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	11-50	37 contacts →
	Exact match “Great wealth management is about more than protecting and growing money-it’s about creating a life of purpose.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Fourstar Wealth Advisors LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	11-50	32 contacts →
	Exact match “Build - Live - Share We believe success in achieving important financial goals starts with a comprehensive wealth strategy.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	The Next Level Planning Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	11-50	22 contacts →
	Exact match “You've built something meaningful.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Nextcapital	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	51-200	15 contacts →
	Exact match “NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Sound Advice	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	1-10	14 contacts →
	Exact match “Sound Advice is a mobile app designed for the next generation of wealth-builders.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Derose Financial Planning Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	1-10	12 contacts →
	Exact match “DeRose Financial Planning Group, located in the greater Chicago metropolitan area, is an award winning, nationally recognized financial planning & wealth management firm, helping…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Catalyst Planning Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	11-50	9 contacts →
	Exact match “We provide financial planning and wealth management services to entrepreneurs, executives, and decision makers across the country.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Expressive Wealth	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “Whether you’re investing for the first time, navigating complex tax laws, or planning your estate, we have the team to help you achieve your wealth goals with a holistic approach.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Financial Solutions Advisory Group, INC	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “We deliver personalized wealth management and financial planning, helping clients navigate their pre-retirement years and retire with confidence, peace of mind, and financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	WWM Investments, LLC Chicago, IL	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	11-50	6 contacts →
	Exact match “WWM Investments, LLC (WWM) specializes in comprehensive financial planning, wealth management solutions and retirement plan design.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Podesta Capital Of Apollon	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	11-50	5 contacts →
	Exact match “Podesta Capital Apollon is a 3rd generation wealth management firm established, first and foremost, to benefit our clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Kruse Asset Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Delivering a wealth of services, KAM provides calculated investment strategy with personal attention that remains rare.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Cura Wealth	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “At Cura Wealth, you come first.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Upper Left Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Upper Left Wealth was founded with one simple aim; to reduce risk without harming expected returns.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Oceans Strategies	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	11-50	2 contacts →
	Exact match “Oceans Strategies is a tax-advantaged wealth protection, wealth accumulation, estate transfer & retirement income planning global industry leader.” 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 58 goal based wealth management platforms based in Chicago, United States

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

As of Sep 28, 2026

36.9%Verified-email coverage

44.8Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 58 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 Chicago, 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 960 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 Chicago, United States?

RevenueBase identified 58 company matches for goal based wealth management platforms associated with Chicago, 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?

Northern Trust Wealth Management 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). Chicago has 58.

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 960 professional contacts with verified work emails tracked across these 58 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.

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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.