Company lists · Data refreshed September 2026

Top 23 Investment firms based in Madison, United States

Name: Investment firms based in Madison, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 43 companies tracked

RevenueBase identified 43 investment firms headquartered in Madison, United States as of September 2026 and tracks 371 professional contacts across them, including 187 with verified work emails. New York is the largest hub.

This list covers investment firms headquartered in Madison, 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

43Companies

371Contacts tracked

187Verified emails

Unlock all 43 companies Free signup · no credit card · 500 free credits

The 23 largest investment firms based in Madison, United States

Ranked by team size

Top 23 of 43 investment firms based in Madison, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Madison InvestmentsStrong evidence	Madison, WI, United StatesHQ checked Sep 4, 2026	51-200	103
	“Madison Investments is 100% employee-owned and has been based in Wisconsin’s capital city since its founding in 1974.” Source: company website · checked Sep 4, 2026
2	Transcend Capital AdvisorsStrong evidence	Madison, NJ, United StatesHQ checked Sep 4, 2026	11-50	35
	“Transcend Capital Advisors is an independent Registered Investment Advisor offering wealth management services, public and private investments, strategic advisory services, and…” Source: company website · checked Sep 4, 2026
3	Principle WealthStrong evidence	Madison, CT, United StatesHQ checked Sep 4, 2026	11-50	27
	“Principle Wealth is an independent registered investment advisory firm located in Madison and Westport, Connecticut.” Source: company website · checked Sep 4, 2026
4	Isthmus Partners, LLCIndirect evidence	Madison, WI, United StatesHQ checked Sep 4, 2026	11-50	17
	“Isthmus Partners serves individuals and families; institutions; and financial advisors.” Source: company website · checked Sep 4, 2026
5	Atlatl AdvisersStrong evidence	Madison, WI, United StatesHQ checked Sep 4, 2026	11-50	10
	“Atlatl Advisers is a registered investment adviser and wealth management firm with the skills and experience to help you reach your financial goals.” Source: company website · checked Sep 4, 2026
6	Pinnacle TrustIndirect evidence	Madison, MS, United StatesHQ checked Sep 4, 2026	11-50	10
	“Pinnacle Trust offers integrated financial solutions in four primary areas: Asset Management, Financial Planning, Trust Services and Corporate Retirement Plans – all designed to…” Source: company website · checked Sep 4, 2026
7	Premier Path Wealth PartnersStrong evidence	Madison, NJ, United StatesHQ checked Sep 4, 2026	1-10	9
	“As an independent registered investment adviser, we provide our clients with the creative and effective solutions needed to address today’s complex wealth management challenges.” Source: company website · checked Sep 4, 2026
8	Sound Financial Strategies GroupIndirect evidence	Madison, MS, United StatesHQ checked Sep 4, 2026	11-50	9
	“Sound Financial Strategies, we are a financial advisory and money management firm dedicated to helping our clients make the connection between a life of hard work and the…” Source: company website · checked Sep 4, 2026
9	Atlas Wealth AdvisersIndirect evidence	Madison, WI, United StatesHQ checked Sep 4, 2026	11-50	8
	“At Atlas Wealth Advisers, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or twenty five years away.” Source: company website · checked Sep 4, 2026
10	Triumph Wealth Management, LLCIndirect evidence	Madison, WI, United StatesHQ checked Sep 4, 2026	1-10	8
	“Triumph Wealth Management LLC is committed to becoming your trusted partner in the journey toward financial success.” Source: company website · checked Sep 4, 2026
11	LBW Wealth ManagementIndirect evidence	Madison, WI, United StatesHQ checked Sep 4, 2026	1-10	8
	“We’re Offering a New Take On Financial Excellence.” Source: company website · checked Sep 4, 2026
12	Madison & Main Advisors, LLCIndirect evidence	Madison, NJ, United StatesHQ checked Sep 4, 2026	1-10	7
	“We take a holistic approach to financial planning putting our fiduciary responsibility paramount in our relationship.” Source: company website · checked Sep 4, 2026
13	CLF Asset ManagementIndirect evidence	Madison, WI, United StatesHQ checked Sep 4, 2026	1-10	7
	“CLF Asset Management is an independent financial services firm based in Madison, Wisconsin.” Source: company website · checked Sep 4, 2026
14	Investor's ResourceIndirect evidence	Madison, AL, United StatesHQ checked Sep 4, 2026	1-10	6
	“We are a comprehensive wealth management team of experienced advisors who strive to earn our clients' trust for life’s most important decisions.” Source: company website · checked Sep 4, 2026
15	Park Capital ManagementIndirect evidence	Madison, WI, United StatesHQ checked Sep 4, 2026	1-10	5
	“At Park Capital Management we focus on planning for your future and insuring for the unexpected.” Source: company website · checked Sep 4, 2026
16	Cultivate WealthIndirect evidence	Madison, WI, United StatesHQ checked Sep 4, 2026	1-10	4
	“Welcome to Cultivate Wealth!” Source: company website · checked Sep 4, 2026
17	Mendota Financial GroupIndirect evidence	Madison, WI, United StatesHQ checked Sep 4, 2026	1-10	3
	“Mendota Financial Group provides comprehensive wealth management services to affluent individuals, business owners, professionals, university faculty, retirees and their families.” Source: company website · checked Sep 4, 2026
18	Madison Financial PlanningStrong evidence	Madison, CT, United StatesHQ checked Sep 4, 2026	1-10	3
	“For more than 25 years we have been providing our clients with sophisticated financial planning counsel, unbiased asset management, investment accountability, and personalized…” Source: company website · checked Sep 4, 2026
19	Wisco Investment Management LLCStrong evidence	Madison, WI, United StatesHQ checked Sep 4, 2026	1-10	3
	“Wisco is a Registered Investment Advisor (RIA) located in Madison, WI.” Source: company website · checked Sep 4, 2026
20	American Investment Advisors, INCIndirect evidence	Madison, WI, United StatesHQ checked Sep 4, 2026	1-10	2
	Source: company website · checked Sep 4, 2026
21	Canary Wealth Strategies Financial & Investment Management Advisor RepresentativesIndirect evidence	Madison, WI, United StatesHQ checked Sep 4, 2026	1-10	2
	“Welcome to a brighter financial outlook.” Source: company website · checked Sep 4, 2026
22	Ellis Wealth Advisors, LLCIndirect evidence	Madison, AL, United StatesHQ checked Sep 4, 2026	1-10	2
	“Whether you’re in need of individual financial counsel or robust institutional strategies, we’ve built our business to address the varied needs of our diverse clientele.” Source: company website · checked Sep 4, 2026
23	Conscious Capital ManagementIndirect evidence	Madison, WI, United StatesHQ checked Sep 4, 2026	1-10	1
	“Conscious Capital Management is a low cost professional financial advice and guidance specialist in Madison, Wisconsin.” Source: company website · checked Sep 4, 2026

Showing 23 of 43 investment firms based in Madison, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 187 reachable decision-makers.

Free signup · no credit card

See all 43 companies

Investment firms based in Madison, United States at a glance

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 1002 HQs

Contacts with mobile numbers

Sep 4, 2026Data 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 this city, so it is reported there. Company counts and contact totals on this page are exact for Madison, over 43 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 firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Madison, United States whose own description of what they do matches “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment firms, and records with no verified work email. Companies headquartered outside Madison 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 an evidence 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, 187 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 4, 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 firms by metro in the United States

Frequently asked

How many investment firms are there based in Madison, United States?

RevenueBase identified 43 investment firms headquartered in Madison, 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?

Madison Investments, headquartered in Madison, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 187 verified decision-maker contacts tracked across these 43 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 4, 2026.

Ready to reach these companies? Verified emails and direct dials for all 43 investment firms based in Madison, United States. Start with a free account, no credit card.

Get the full list

Related lists

Investment firms by geography

Browse the directory

Browse: Companies home · Investment firms in United States · All United States lists · All Investment firms lists · New lists

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.