Company lists · Data refreshed September 2026

Top 20 Hybrid advisory software companies based in Minneapolis, United States

RevenueBase identified 28 hybrid advisory software companies headquartered in Minneapolis, United States as of September 2026 and tracks 410 professional contacts across them, including 263 with verified work emails. Across the United States, New York is the largest hub for this category (160 companies); Minneapolis has 28.

This list covers hybrid advisory software companies headquartered in Minneapolis, 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
28Companies
410Contacts tracked
263Verified emails
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The 20 largest hybrid advisory software companies based in Minneapolis, United States

Ranked by team size
Top 20 of 28 hybrid advisory software companies based in Minneapolis, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to hybrid advisory software companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 2026201-500145 contacts →

Indirect evidence

“More than 30 years ago, our founders made the decision to empower choice and the practice of true financial planning without forcing clients into proprietary products or platforms.”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 202651-20090 contacts →

Partial evidence

“Over a decade ago, Growth Operators® set out to build a different kind of advisory firm for the middle market.”

Source: RevenueBase Database · checked Sep 28, 2026
3Strong evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 202611-5025 contacts →

Strong evidence

“ActiFi is a software and solutions company that enables financial institutions and their advisors to provide world-class, integrated advice more effectively and profitably.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 202611-5021 contacts →

Indirect evidence

“Vector Wealth Management is a comprehensive wealth management firm focused on helping our clients achieve financial understanding, clarity around their investments, confidence in…”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 202611-5018 contacts →

Partial evidence

“At Box Financial Advisors we understand that living an exceptional life is about more than money.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 202611-5010 contacts →

Indirect evidence

“Mila Wealth Management serves successful professionals in the Minneapolis area and across the country.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 202611-509 contacts →

Indirect evidence

“At Symplany, we believe plans and portfolios belong together.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 20261-108 contacts →

Indirect evidence

“At Wold Financial, LLC, planning starts with you.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“Your Plan, Our Promise: We are client focused: We will seek out clients for whom we can serve as your trusted adviser, attending to the details of your financial life as it moves…”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“Founded in 1971, our firm was named after the famous explorer and mathematician, Joseph Nicollet, known for his cartography of rivers in the upper Midwest including the mighty…”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“Embrace Intentionality The greatest threat to a long-term objective is the temptation to prioritize short term comfort.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“Quivr | The Community-Driven CRM for Financial Advisors - Quivr isn’t just another CRM-it’s The CRM built by financial planners, for financial planners.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 20261-105 contacts →

Indirect evidence

“Raymond James Riverdale Your financial goals, aspirations and investment needs are just that – yours.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“Grey Duck Wealth Management is a team of professionals that understands their clients, businesses, and provide guidance to make their dreams become reality.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Arete Wealth Strategists aims to bring strategy, structure, clarity and confidence to your financial affairs.”

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“On August 1, Lurie Wealth Advisors joined forces with Prosperity.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Thibault Technologies provides innovative technology solutions that meet business demands focused at the Financial Services industry.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Since 1987, North East Asset Management has been providing objective and customized financial advice to a select number of individual and small business pension plan clients.”

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“Sirotin Ventures is a global strategic advisory firm combining AI precision with human insight to deliver fast, high-impact results.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 20 of 28 hybrid advisory software companies based in Minneapolis, United States

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

As of Sep 28, 2026
64.1%Verified-email coverage
14.6Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
19
11-50
7
51-200
1
201-500
1

Email recency for this list is measured across the whole United States list rather than for Minneapolis, so it is reported there. Company counts and contact totals on this page are exact for Minneapolis, over 28 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 Minneapolis, 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 Minneapolis 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, 263 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.

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 Minneapolis, United States?

RevenueBase identified 28 hybrid advisory software companies headquartered in Minneapolis, 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?

Focus Financial Network, INC, headquartered in Minneapolis, 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). Minneapolis has 28.

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 263 verified decision-maker contacts tracked across these 28 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.