Company lists · Data refreshed September 2026

Top 16 Insurance brokers for wealth planning based in Greenwood Village, United States

Name: Insurance brokers for wealth planning based in Greenwood Village, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 26 companies tracked

RevenueBase identified 26 company matches for insurance brokers for wealth planning associated with Greenwood Village, United States as of September 2026 and tracks 221 professional contacts across them, including 72 with verified work emails. Across the United States, New York is the largest hub for this category (246 companies); Greenwood Village has 26.

This list covers company matches for insurance brokers for wealth planning associated with Greenwood Village, 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 17, 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 17, 2026 How this list was built

26Companies

221Contacts tracked

72Verified emails

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The 16 largest insurance brokers for wealth planning based in Greenwood Village, United States

Ranked by team size

Top 16 of 26 company matches for insurance brokers for wealth planning based in Greenwood Village, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 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	AMG National Trust	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 17, 2026	51-200	115 contacts →
	Exact match “AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Legacy Private Wealth Partners	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 17, 2026	11-50	17 contacts →
	Exact match “Legacy Private Wealth Partners is an independent wealth management firm committed to helping our clients preserve and grow their hard-earned wealth while safeguarding their legacy.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Alpha Capital Family Office	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 17, 2026	11-50	13 contacts →
	Exact match “Alpha Capital Family Office is an independent financial advisory firm with a singular mission: to assist clients in managing their family, business, and wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Transform Wealth	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 17, 2026	11-50	13 contacts →
	Exact match “We provide comprehensive financial planning and investment advice.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Tandem Financial, LLC	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “Tandem Financial is a full-service financial advisory firm specializing in all aspects of personal finance including, but not limited to, financial planning, wealth management…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Auctoris	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 17, 2026	11-50	5 contacts →
	Exact match “AUCTORIS [Latin]: Originators, architects, doers; those who give things completeness and efficient form.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	5280 Insurance Agency	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “About 5280 Insurance Agency At 5280 Insurance Agency, we provide customized insurance solutions for individuals, families, and businesses in Denver, Colorado.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Summit Hill Wealth Management	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Summit Hill Wealth Management helps business leaders deal with the complexity in their financial lives.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Cherry Creek Insurance Agency, INC	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 17, 2026	51-200	3 contacts →
	Exact match “CCIG is one of Colorado’s leading insurance brokerages, providing Business Insurance and Personal Insurance, Health Benefits and Risk and Claims Management services.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Centerpoint Insurance Group & Care Association	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Centerpoint Insurance Group is a full-service insurance brokerage agency located in Greenwood Village, Colorado.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Beacon Private Wealth Management	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Institutional-Quality Advice for Individuals, Families, and Businesses As a former provider of wealth strategies and investment advice to Institutional-level clients, I observed…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	West END Wealth Management	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “West End Wealth Management was built on the principle that high net worth individuals and their families deserve a relationship driven experience with customized options.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	The Madison Group, INC	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 17, 2026	11-50	2 contacts →
	Exact match “The Madison Group is one of the largest independent financial firms in the United States dedicated to comprehensive wealth preservation.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Luna Wealth Management	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “The financial world can be a confusing, stressful place, but at Luna Wealth Management, Russ believes that true peace of mind comes from having trust in your plan.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Front Range Wealth Management	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Our purpose at Front Range Wealth Management is to deliver professional financial guidance and personalized service with the goal to help you build and preserve your wealth…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Four Points Wealth Management	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Four Points Wealth provides comprehensive wealth management services.” Recorded in the RevenueBase company graph · Sep 17, 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 “insurance brokers for wealth planning”. 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 16 of 26 insurance brokers for wealth planning based in Greenwood Village, United States

See the full list, filter by size, metro and specialty, and access 72 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Insurance brokers for wealth planning based in Greenwood Village, United States at a glance

As of Sep 17, 2026

32.6%Verified-email coverage

8.5Average contacts per company

1-10Median size (employees)

Sep 17, 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 Greenwood Village, so it is reported there. Company counts and contact totals on this page are exact for Greenwood Village, over 26 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 Greenwood Village, United States whose business descriptions match “insurance brokers for wealth planning” 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 72 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 17, 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.

Insurance brokers for wealth planning 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 “insurance brokers for wealth planning”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance brokers for wealth planning are there based in Greenwood Village, United States?

RevenueBase identified 26 company matches for insurance brokers for wealth planning associated with Greenwood Village, 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?

AMG National Trust 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 insurance brokers for wealth planning?

New York leads the United States with 246 company records, followed by Houston (160) and Dallas (136). Greenwood Village has 26.

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 72 professional contacts with verified work emails tracked across these 26 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 17, 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.