Company lists · Data refreshed September 2026

Top 25 Hybrid advisory software companies based in Denver, United States

Name: Hybrid advisory software companies based in Denver, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 49 companies tracked

RevenueBase identified 49 company matches for hybrid advisory software companies associated with Denver, United States as of September 2026 and tracks 290 professional contacts across them, including 101 with verified work emails. Across the United States, New York is the largest hub for this category (169 companies); Denver has 49.

This list covers company matches for hybrid advisory software companies associated with Denver, 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

49Companies

290Contacts tracked

101Verified emails

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The 25 largest hybrid advisory software companies based in Denver, United States

Ranked by team size

Top 25 of 49 company matches for hybrid advisory software companies based in Denver, 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	Investment Center Advisor Group	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	201-500	20 contacts →
	Exact match “Dedicated to Your Success.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Global Wealth Strategies & Associates - Gws&a	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	1-10	18 contacts →
	Exact match “Our mission is to educate and inspire clients where a predictable lifetime of financial security is possible.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Peak PRO Financial	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	11-50	17 contacts →
	Exact match “From growing your business to finding better ways to solve client pain points, it's critical to have a true ally on your side-one that can help you navigate an industry full of…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Gravity Investments	Exact match	Denver, United StatesHQ recorded Sep 28, 2026	11-50	15 contacts →
	Exact match “Gravity Investments is an Institutional RoboAdvisor.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	SHJ Wealth Advisors	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	11-50	13 contacts →
	Exact match “SHJ Wealth Advisors is one of Denver's oldest Financial Planning and Investment Management firms.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Brown And Company, INC	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	1-10	13 contacts →
	Exact match “At Brown and Company, we believe true wealth management goes far beyond investments.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Axiom Wealth Alliance	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	1-10	11 contacts →
	Exact match “At Axiom Wealth Alliance, we believe you deserve to live the retirement of your dreams.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Denver Private Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	1-10	11 contacts →
	Exact match “Denver Private Wealth Management, is a client-focused, full-service wealth management advisory firm created to meet the unique needs of our clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Investment Security Group	Exact match	Denver, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “Investment Security Group (ISG) was founded in 1992 with the mission of becoming a “client first” boutique firm offering you a one-stop resource of personalized investing and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Finfolio	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	11-50	7 contacts →
	Exact match “FinFolio makes portfolio management software for investment advisors and professional wealth managers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	G&s Capital	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Our mission is to be one of the most valued professional relationships our clients have by providing in-depth education, effective communication, and a level of personal attention…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	American Portfolios Denver	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	11-50	6 contacts →
	Exact match “Using our innovative GlidePath Method,™ American Portfolios Denver is the valued financial partner of successful business owners, individuals, and multi-generational families.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Renaissance Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Valuing sincere, trusted relationships, we partner with our clients for life.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Capital Investment Counsel, LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Capital Investment Counsel provides considerable experience to serve our clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Wealth Advisor Growth Network	Exact match	Denver, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “We invest in and consult with financial services firms to grow revenue, expand margins, and increase enterprise value.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Garden Street Financial Group LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “At Garden Street Financial Group, our personalized plans are designed to help provide greater confidence through our full range of investment advisory and financial planning…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Gilpin Wealth Management LLC	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	O'donnell Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “OWM brings integrity and intelligence to bear in our development of strategies that serve the best interests of our clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	5280 Associates Wealth Management	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “5280 Associates Wealth Management is a company based out of DENVER, CO, United States.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Joseph S. Sturniolo & Associates, INC	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “We provide comprehensive financial planning and wealth management services for every stage of the journey but particularly accumulating for and managing resources in retirement.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Alfa Advisory	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Most financial advisors manage your portfolio.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Pinnacle Wealth Management Denver, CO	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Investing for your Best Interest We build relationships focused on your best interest using tailored planning and investment advice to help you aim toward your personal and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	The Cirque Financial Group	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	51-200	1 contacts →
	Exact match “We are pleased to announce the launch of The Cirque Financial Group, a new investment management and financial planning firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Mcmillan Advisor Multi Family Offices	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Personal Adviser We take pride in knowing each client and take into account all of their financial circumstances.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Denver Wealth Advisors	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Aaron Hersch, principal advisor at Denver Wealth Advisors, LLC.” 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 “hybrid advisory software companies”. 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 49 hybrid advisory software companies based in Denver, United States

See the full list, filter by size, metro and specialty, and access 101 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Hybrid advisory software companies based in Denver, United States at a glance

As of Sep 28, 2026

34.8%Verified-email coverage

5.9Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Denver, so it is reported there. Company counts and contact totals on this page are exact for Denver, over 49 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 Denver, United States whose business descriptions match “hybrid advisory software companies” 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 101 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.

Hybrid advisory software companies 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 “hybrid advisory software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many hybrid advisory software companies are there based in Denver, United States?

RevenueBase identified 49 company matches for hybrid advisory software companies associated with Denver, 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?

Investment Center Advisor Group 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 hybrid advisory software companies?

New York leads the United States with 169 company records, followed by Chicago (70) and Atlanta (62). Denver has 49.

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 101 professional contacts with verified work emails tracked across these 49 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.