Company lists · Data refreshed September 2026

Top 14 Investment companies based in Salt Lake City, United States

RevenueBase identified 32 investment companies headquartered in Salt Lake City, United States as of September 2026 and tracks 201 professional contacts across them, including 101 with verified work emails. New York is the largest hub.

This list covers investment companies headquartered in Salt Lake City, 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
32Companies
201Contacts tracked
101Verified emails
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The 14 largest investment companies based in Salt Lake City, United States

Ranked by team size
Top 14 of 32 investment companies based in Salt Lake City, 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 evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 202651-20085 contacts →

Strong evidence

“The Power of Collaborative Investments- The Cynosure Group - Collaboration across four distinct business lines: Cynosure Partners, Private Growth Equity and Private Credit…”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 202611-5012 contacts →

Indirect evidence

“Moreton Capital Markets is a registered broker-dealer with significant experience in fixed income securities focused on serving institutional investors.”

Source: RevenueBase Database · checked Sep 20, 2026
3Strong evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 202611-5012 contacts →

Strong evidence

“Three Seasons Wealth is a full-service investment firm that focuses on total wealth accumulation and protection.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 202611-5010 contacts →

Indirect evidence

“We work with families, founders, and institutions to compound asset value with conviction and discipline.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“Stirling Heights is a long-term holding company that acquires exceptional businesses and builds them to withstand the test of time.”

Source: RevenueBase Database · checked Sep 20, 2026
6Strong evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 20261-105 contacts →

Strong evidence

“Refined Wealth Management is a company in Salt Lake City, Utah that offers excellent financial and investment planning services to many clients.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“Axex Financial was founded for the purpose of providing holistic financial services for its clients.”

Source: RevenueBase Database · checked Sep 20, 2026
8Strong evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 20261-104 contacts →

Strong evidence

“We strive to be a leader in diverse, high yield, risk managed real estate investments.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Who Are We?”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Our advisors have the right stuff to help manage and grow your money.”

Source: RevenueBase Database · checked Sep 20, 2026
11Strong evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 20261-103 contacts →

Strong evidence

Investment firm focused on value add investment projects and other exceptional investment opportunities.”

Source: RevenueBase Database · checked Sep 20, 2026
12Strong evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 20261-101 contacts →

Strong evidence

“Barber Investment Partners has grown and is now SUMMIT OAK ADVISORS OUR PROCESS OF CREATING VALUE: Our consultative process is focused on the creation of value.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Whittenburg Wealth Partners is a comprehensive financial planning firm.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026

Showing 14 of 32 investment companies based in Salt Lake City, United States

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Investment companies based in Salt Lake City, United States at a glance

As of Sep 20, 2026
50.2%Verified-email coverage
6.3Average contacts per company
1-10Median size (employees)
2543.8%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
23
11-50
7
51-200
2

Email recency for this list is measured across the whole United States list rather than for Salt Lake City, so it is reported there. Company counts and contact totals on this page are exact for Salt Lake City, over 32 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 Salt Lake City, 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 Salt Lake City 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, 101 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 Salt Lake City, United States?

RevenueBase identified 32 investment companies headquartered in Salt Lake City, 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?

The Cynosure Group, headquartered in Salt Lake City, 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 101 verified decision-maker contacts tracked across these 32 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.