Company lists · Data refreshed September 2026
Top 25 Hybrid advisory software companies based in Chicago, United States
RevenueBase identified 70 hybrid advisory software companies headquartered in Chicago, United States as of September 2026 and tracks 1,383 professional contacts across them, including 595 with verified work emails. Across the United States, New York is the largest hub for this category (160 companies); Chicago follows with 70.
This list covers hybrid advisory software companies 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.
The 25 largest hybrid advisory software companies based in Chicago, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 183 contacts → | ||||
Partial evidence “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 140 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 110 contacts → | ||||
Partial evidence “Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 108 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 81 contacts → | ||||
Indirect evidence “Practifi is the only intelligent CRM built specifically for wealth management firms.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 69 contacts → | ||||
Indirect evidence “Arete Wealth is a diversified financial services firm with more than $6.8B in assets under management.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 57 contacts → | ||||
Indirect evidence “KKM is a boutique investment solutions firm that creates research-based financial products.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 20 contacts → | ||||
Indirect evidence “BridgeFT is now a part of Field.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 18 contacts → | ||||
Indirect evidence “We combine financial intelligence with emotional intelligence, meaningful collaboration, and technology to "change the way of wealth" to help you care for and experience life…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 15 contacts → | ||||
Indirect evidence “NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 14 contacts → | ||||
Indirect evidence “At TorreBlanc, we help investment managers turn transformation into measurable results.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 12 contacts → | ||||
Partial evidence “Keebeck Wealth Management is a registered independent advisory firm (RIA) dedicated to working with corporate executives, private business owners, entrepreneurs, & their…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 9 contacts → | ||||
Partial evidence “Optimum Investment Advisors is an independent financial advisory firm providing trusted investment management services and expertise to high-net worth individuals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 8 contacts → | ||||
Indirect evidence “Beyond AUM is a full-service agency providing field-tested, data-driven marketing, growth, technology, and digital experience solutions to financial services firms nationwide.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 8 contacts → | ||||
Partial evidence “HighTower Advisors acquired WealthTrust in 2017.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 7 contacts → | ||||
Partial evidence “A suite of products built around automating the most time-consuming tasks for financial advisors.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 6 contacts → | ||||
Indirect evidence “WWM Investments, LLC (WWM) specializes in comprehensive financial planning, wealth management solutions and retirement plan design.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 6 contacts → | ||||
Indirect evidence “At Impruve, we serve as the AI Steward for leading wealth management firms.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 contacts → | ||||
Partial evidence “Registered Investment Advisory firm based in Chicago, IL.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 5 contacts → | ||||
Indirect 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, 2026Thanks. The Data Team will review it. | |||||
| 21 | 5 contacts → | ||||
Partial evidence “AI Software for Sales & Marketing for Carriers and Asset Managers” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 contacts → | ||||
Indirect evidence “Achieve your unique financial goals with our dynamic investment planning.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Strong evidence “Advanced Objects is a software development and technology consulting firm that enables Broker/Dealer platforms, RIAs, Asset Managers and Financial Advisors to scale their business…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Partial evidence “Black & Essington Solutions is a Chicago based Investment advisory firm offering investment management and financial planning services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Indirect evidence “Making the right decisions in life can be challenging without having a clearly defined plan to help you work toward your financial goals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
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: hybrid advisory software companies. 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 hybrid advisory software companies.
- Partial evidence
- Its own public description names part of hybrid advisory software companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name hybrid advisory software companies. 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 70 hybrid advisory software companies based in Chicago, United States
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Hybrid advisory software companies based in Chicago, United States at a glance
As of Sep 28, 2026Companies by employee count
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 70 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 hybrid advisory software companies, 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 “hybrid advisory software companies”. 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 hybrid advisory software companies), 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 hybrid advisory software companies, 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, 595 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.
Hybrid advisory software companies by metro in the United States
- Hybrid advisory software companies in New York160
- Hybrid advisory software companies in Atlanta62
- Hybrid advisory software companies in Charlotte57
- Hybrid advisory software companies in Houston55
- Hybrid advisory software companies in San Diego53
- Hybrid advisory software companies in Austin51
- Hybrid advisory software companies in Denver49
- Hybrid advisory software companies in San Francisco49
- Hybrid advisory software companies in Dallas44
- Hybrid advisory software companies in Boston43
- Hybrid advisory software companies in Scottsdale38
- Hybrid advisory software companies in Miami34
- Hybrid advisory software companies in Portland32
- Hybrid advisory software companies in Seattle30
- Hybrid advisory software companies in Phoenix29
- Hybrid advisory software companies in Richmond29
- Hybrid advisory software companies in Tampa29
- Hybrid advisory software companies in Minneapolis28
- Hybrid advisory software companies in Irvine27
- Hybrid advisory software companies in Overland Park27
- Hybrid advisory software companies in Raleigh27
- Hybrid advisory software companies in Rochester27
- Hybrid advisory software companies in Columbus26
- Hybrid advisory software companies in Greenville26
- Hybrid advisory software companies in Los Angeles26
- Hybrid advisory software companies in Boca Raton25
- Hybrid advisory software companies in Cincinnati25
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 hybrid advisory software companies, 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 hybrid advisory software companies are there based in Chicago, United States?
RevenueBase identified 70 hybrid advisory software companies 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?
Ycharts, headquartered in Chicago, tops this list with the largest team on record.
Which city in the United States has the most hybrid advisory software companies?
New York leads the United States with 160 headquartered companies, followed by Chicago (70) and Atlanta (62).
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 595 verified decision-maker contacts tracked across these 70 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.
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