Company lists · Data refreshed September 2026

Top 16 Investment companies based in Greenwood Village, United States

Name: Investment companies 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 20, 2026 33 companies tracked

RevenueBase identified 33 company matches for investment companies associated with Greenwood Village, United States as of September 2026 and tracks 1,080 professional contacts across them, including 95 with verified work emails. Across the United States, New York is the largest hub for this category (839 companies); Greenwood Village has 33.

This list covers company matches for investment companies 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 20, 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 20, 2026 How this list was built

33Companies

1,080Contacts tracked

95Verified emails

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The 16 largest investment companies based in Greenwood Village, United States

Ranked by team size

Top 16 of 33 company matches for investment companies based in Greenwood Village, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Wealth Strategies	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 20, 2026	51-200	96 contacts →
	Exact match “At Wealth Strategies, financial success is about more than growing assets.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Heirloom Wealth Management	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 20, 2026	11-50	24 contacts →
	Exact match “At Heirloom Wealth Management we focus on understanding and anticipating the unique needs and goals of individuals, families, and foundations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Nilsine Partners	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 20, 2026	11-50	23 contacts →
	Exact match “Nilsine Partners is an independent registered investment adviser, committed to helping successful people like you to simplify the management of their wealth in order to better…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Presidential Wealth Management	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 20, 2026	11-50	22 contacts →
	Exact match “ARE YOU LOOKING FOR AN HONEST FIRM THAT SUPPORTS YOUR PRACTICE?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Icon Advisers, INC	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 20, 2026	11-50	14 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Dodds Wealth	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “Dodds Wealth is a privately owned financial advisory firm dedicated to delivering exceptional personalized service to a select group of clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Coulton Creek Capital	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Coulton Creek Capital partners with solid business owners and operators to support their growth and enhance their success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Tandem Financial, LLC	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
9	Paramount Associates Wealth Management	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Blue SKY Asset Management	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Blue Sky Asset Management (BSAM) develops and manages a comprehensive suite of adaptive investment solutions designed to cater to institutions and private investors through their…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	PI Wealth Management	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Here at pi Wealth Management we strive to help you define what "Wealth Before Money" means to you.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Lariat Wealth Management	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Financial guidance and investment management tailored to you” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Luna Wealth Management	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
14	Front Range Wealth Management	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
15	Strivv Corp	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “STRIVV Corp is a solely owned personal investment company that is active throughout the alternative investments space.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Dunn Warren Investment Advisor LLC	Exact match	Greenwood Village, CO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “We work with individuals to change how they invest.” Recorded in the RevenueBase company graph · Sep 20, 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 “investment 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 16 of 33 investment companies based in Greenwood Village, United States

See the full list, filter by size, metro and specialty, and access 95 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment companies based in Greenwood Village, United States at a glance

As of Sep 20, 2026

8.8%Verified-email coverage

32.7Average contacts per company

1-10Median size (employees)

Sep 20, 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 33 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 “investment 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 95 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 20, 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.

Investment 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 “investment companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment companies are there based in Greenwood Village, United States?

RevenueBase identified 33 company matches for investment companies 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?

Wealth Strategies 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 investment companies?

New York leads the United States with 839 company records, followed by Dallas (215) and Chicago (214). Greenwood Village has 33.

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 95 professional contacts with verified work emails tracked across these 33 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 20, 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.