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 goal based wealth management platforms headquartered in 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 (152 companies); Chicago has 58.

This list covers goal based wealth management platforms headquartered in Chicago, 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

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

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 Chicago, 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 Chicago 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, 960 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 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 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 Chicago, United States?

RevenueBase identified 58 goal based wealth management platforms headquartered in Chicago, 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?

Northern Trust Wealth Management, headquartered in Chicago, tops this list with the largest team on record.

Which city in the United States has the most goal based wealth management platforms?

New York leads the United States with 152 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 960 verified decision-maker contacts tracked across these 58 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.