Company lists · Data refreshed September 2026

Top 18 Investment companies based in Phoenix, United States

RevenueBase identified 50 investment companies headquartered in Phoenix, United States as of September 2026 and tracks 316 professional contacts across them, including 146 with verified work emails. New York is the largest hub.

This list covers investment companies headquartered in Phoenix, 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 20, 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 20, 2026 86% judged on-target in blind review
50Companies
316Contacts tracked
146Verified emails
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The 18 largest investment companies based in Phoenix, United States

Ranked by team size
Top 18 of 50 investment companies based in Phoenix, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment 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
1Strong evidencePhoenix, AZ, United StatesHQ checked Sep 20, 2026201-50072 contacts →

Strong evidence

“Foundations Investment Advisors is an SEC Registered Investment Adviser (RIA).”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 20, 202611-5029 contacts →

Indirect evidence

“Offices in Dallas and Phoenix serving clients nationwide.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 20, 202611-5024 contacts →

Indirect evidence

“At Smead Capital Management, we are stock market investors.”

Source: RevenueBase Database · checked Sep 20, 2026
4Strong evidencePhoenix, AZ, United StatesHQ checked Sep 20, 202611-5014 contacts →

Strong evidence

“Pivotal Group is a diversified investment company primarily focused on private equity and real estate.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 20, 202611-5013 contacts →

Indirect evidence

“Longboard was founded over two decades ago to specialize in alternative strategies.”

Source: RevenueBase Database · checked Sep 20, 2026
6Strong evidencePhoenix, AZ, United StatesHQ checked Sep 20, 202611-5013 contacts →

Strong evidence

“Lukrom is a real estate investment company based in Phoenix, Arizona.”

Source: RevenueBase Database · checked Sep 20, 2026
7Strong evidencePhoenix, AZ, United StatesHQ checked Sep 20, 202611-5013 contacts →

Strong evidence

“FireSky Financial began as Rogers & Kirby in 2006 and has over 30 years experience providing clients with high quality investment and planning services.”

Source: RevenueBase Database · checked Sep 20, 2026
8Strong evidencePhoenix, AZ, United StatesHQ checked Sep 20, 20261-1012 contacts →

Strong evidence

“Atlas Capital, LLC employs a hybrid investment strategy, investing equity in both expansion stage IT companies as well as traditional manufacturing, real estate and service…”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 20, 202611-5010 contacts →

Indirect evidence

“CUE Financial Group is a financial services company based out of Phoenix, AZ with several offices across the United States.”

Source: RevenueBase Database · checked Sep 20, 2026
10Strong evidencePhoenix, AZ, United StatesHQ checked Sep 20, 20261-109 contacts →

Strong evidence

“Bradley Wealth is a leading independent, boutique wealth management firm offering a comprehensive suite of financial planning and investment management solutions.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 20, 20261-109 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
12Strong evidencePhoenix, AZ, United StatesHQ checked Sep 20, 20261-107 contacts →

Strong evidence

“Tandem Wealth Advisors is an investment management firm focused on investors' needs in an ever-changing world of increasing complexity.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“At Mathis Wealth Management, our goal is to inspire you to live with purpose, while making educated and informed financial decisions in every aspect of your life.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“GoldHawk is a capital markets advisory firm and direct investor specializing in equity transactions for multifamily real estate operators.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidencePhoenix, MD, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Bluemount Financial, LLC is a boutique financial advisory firm dedicated to helping individuals, families, and businesses achieve long-term financial success.”

Source: RevenueBase Database · checked Sep 20, 2026
17Strong evidencePhoenix, AZ, United StatesHQ checked Sep 20, 20261-101 contacts →

Strong evidence

“Highly Customized Financial Planning and Investment Management Services.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“We identify, acquire, and invest in high-quality assets and businesses at favorable valuations, using our operational expertise to increase the value of our underlying assets and…”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 18 of 50 investment companies based in Phoenix, United States

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Investment companies based in Phoenix, United States at a glance

As of Sep 20, 2026
46.2%Verified-email coverage
6.3Average contacts per company
1-10Median size (employees)
1628.0%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
37
11-50
12
201-500
1

Email recency for this list is measured across the whole United States list rather than for Phoenix, so it is reported there. Company counts and contact totals on this page are exact for Phoenix, over 50 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 investment 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 Phoenix, United States whose own description of what they do matches “investment 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 investment 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 investment companies, and records with no verified work email. Companies headquartered outside Phoenix 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, 146 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 20, 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.

Investment companies by metro in the United States

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 investment 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 investment companies are there based in Phoenix, United States?

RevenueBase identified 50 investment companies headquartered in Phoenix, 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?

Foundations Investment Advisors, LLC, headquartered in Phoenix, tops this list with the largest team on record.

Which city has the most investment companies?

New York leads with 814 headquartered companies, followed by Dallas (215) and Chicago (214).

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 146 verified decision-maker contacts tracked across these 50 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 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 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.