Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 45 companies tracked

RevenueBase identified 45 goal based wealth management platforms headquartered in Scottsdale, United States as of September 2026 and tracks 418 professional contacts across them, including 188 with verified work emails. Across the United States, New York is the largest hub for this category (152 companies); Scottsdale has 45.

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

45Companies

418Contacts tracked

188Verified emails

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

Ranked by team size

Top 25 of 45 goal based wealth management platforms based in Scottsdale, 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	Trajan Wealth LLC	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	51-200	98 contacts →
	Strong evidence “Trajan Wealth is a Family Office Trajan Wealth is a Registered Investment Advisor (RIA) and family office offering integrated wealth management, tax planning, estate planning…” Source: RevenueBase Database · checked Sep 28, 2026
2	Wilde Wealth Management Group	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	56 contacts →
	Strong evidence “Wilde Wealth Management Group.A Personal Approach to Wealth Management!” Source: RevenueBase Database · checked Sep 28, 2026
3	Ijoin, A Broadridge Company	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	24 contacts →
	Partial evidence “iJoin’s highly personalized goal-based retirement plan experience helps people immediately understand their retirement funding needs and encourages simple actions to get on track.” Source: RevenueBase Database · checked Sep 28, 2026
4	Watermark Wealth Strategies, LLC	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	23 contacts →
	Partial evidence “Watermark Wealth Strategies was created to answer the call for financial services that steward wealth with responsibility, integrity, and transparency.” Source: RevenueBase Database · checked Sep 28, 2026
5	Wealth Strategies Advisory Group, LLC	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	20 contacts →
	Strong evidence “Wealth Strategies Advisory Group is proud to provide a full range of world-class wealth management services to meet the needs of affluent individuals and families, business owners…” Source: RevenueBase Database · checked Sep 28, 2026
6	Iflip Invest	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Indirect evidence “At iFlip, we believe you should have access to the same tools and data as Wall Street professionals.” Source: RevenueBase Database · checked Sep 28, 2026
7	ONE Wealth	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Indirect evidence “The financial world can be overwhelming.” Source: RevenueBase Database · checked Sep 28, 2026
8	WT Wealth Management	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Partial evidence “Our approach to portfolio management keeps us focused on your long-term objectives while providing flexibility to capitalize on shorter-term opportunities.” Source: RevenueBase Database · checked Sep 28, 2026
9	Silvertree Wealth Partners	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Indirect evidence “We take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person.” Source: RevenueBase Database · checked Sep 28, 2026
10	Blakely Walters	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect evidence “At Blakely Walters, planning starts with you.” Source: RevenueBase Database · checked Sep 28, 2026
11	Harmony Asset Management LLC	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Strong evidence “Harmony Asset Management ("HarmonyAM") is a wealth management firm that provides investment services to high net-worth individuals, endowments & foundations, and corporate…” Source: RevenueBase Database · checked Sep 28, 2026
12	Vineyard Financial Group	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Strong evidence “Comprehensive Financial Planning and Wealth Management Services provided by Professionally Certified, Independent Financial Advisors including:* Wealth Management * Investments *…” Source: RevenueBase Database · checked Sep 28, 2026
13	TMD Wealth Management	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	6 contacts →
	Partial evidence “Meaningful Integration of Life and Wealth” Source: RevenueBase Database · checked Sep 28, 2026
14	Zenith Wealth Advisors	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	6 contacts →
	Strong evidence “At Zenith, we believe that your wealth management team should feel like family.” Source: RevenueBase Database · checked Sep 28, 2026
15	Mosaic Financial Associates	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Strong evidence “Mosaic Financial Associates is a holistic wealth management firm serving as an integral advocate for our clients.” Source: RevenueBase Database · checked Sep 28, 2026
16	BW Wealth Management	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “Your Trust.” Source: RevenueBase Database · checked Sep 28, 2026
17	SG Wealth Managers LLC	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation.” Source: RevenueBase Database · checked Sep 28, 2026
18	Capital Wealth Alliance, LLC	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Capital Wealth Alliance is a wealth advisory firm that believes in giving you exceptional client service, industry-leading support, and the top tools and resources for creating…” Source: RevenueBase Database · checked Sep 28, 2026
19	SL Capital	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “We understand that giving financial advice without having a thorough knowledge of managing money is just opinion.” Source: RevenueBase Database · checked Sep 28, 2026
20	Ironwood Family Wealth Advisors	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “We provide unique tax focused financial planning and wealth management services in a very collaborative manner.” Source: RevenueBase Database · checked Sep 28, 2026
21	Ultra Financial Partners	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Ultra Financial Partners is a full-service retirement and financial planning firm driven by one focused goal – to help clients grow, protect and transfer all they have worked so…” Source: RevenueBase Database · checked Sep 28, 2026
22	Firstline Financial	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “FirstLine Financial is lifetime financial planning that connects individuals who want to grow and protect their capital with creative offerings that will follow them throughout…” Source: RevenueBase Database · checked Sep 28, 2026
23	Next UP Financial	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Strong evidence “Expert financial coaching and wealth management services for people in all stages of life.” Source: RevenueBase Database · checked Sep 28, 2026
24	Scottsdale Wealth Planning	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “Scottsdale Wealth Planning is in the business of making your financial dreams into reality.” Source: RevenueBase Database · checked Sep 28, 2026
25	Echelon Private Wealth LLC	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “Echelon Private Wealth is a full-service boutique firm committed to taking your financial wellness personally.” 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 45 goal based wealth management platforms based in Scottsdale, United States

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

As of Sep 28, 2026

45.0%Verified-email coverage

9.3Average 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 Scottsdale, so it is reported there. Company counts and contact totals on this page are exact for Scottsdale, over 45 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 Scottsdale, 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 Scottsdale 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, 188 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 Scottsdale, United States?

RevenueBase identified 45 goal based wealth management platforms headquartered in Scottsdale, 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?

Trajan Wealth LLC, headquartered in Scottsdale, 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). Scottsdale has 45.

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 188 verified decision-maker contacts tracked across these 45 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.