Company lists · Data refreshed October 2026

Top 25 Life insurance planning firms based in Scottsdale, United States

Name: Life insurance planning firms based in Scottsdale, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 78 companies tracked

RevenueBase identified 78 company matches for life insurance planning firms associated with Scottsdale, United States as of October 2026 and tracks 2,596 professional contacts across them, including 792 with verified work emails. Across the United States, Houston is the largest hub for this category (113 companies); Scottsdale has 78.

This list covers company matches for life insurance planning firms associated with Scottsdale, 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 October 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 Oct 17, 2026 How this list was built

78Companies

2,596Contacts tracked

792Verified emails

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The 25 largest life insurance planning firms based in Scottsdale, United States

Ranked by team size

Top 25 of 78 company matches for life insurance planning firms based in Scottsdale, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 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	Sagicor Life Insurance Company USA	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 17, 2026	n/a	1,962 contacts →
	Exact match “Who We Are Sagicor Life Insurance Company (“Sagicor”) is a full-service life insurance and annuity carrier licensed in 46 states and the District of Columbia.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2	Goldbook Financial	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 17, 2026	51-200	71 contacts →
	Exact match “At GoldBook Financial, we strive to form a long-lasting relationship with you and serve as your financial advocate.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	Bennett & Porter Wealth Management Insurance	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 17, 2026	11-50	32 contacts →
	Exact match “Wealth Management \| Insurance Based in Scottsdale, Arizona, our award-winning and nationally recognized firm currently employs 50+ experienced, certified finance and insurance…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	Watermark Wealth Strategies, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 17, 2026	11-50	24 contacts →
	Exact match “Watermark Wealth Strategies was created to answer the call for financial services that steward wealth with responsibility, integrity, and transparency.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	Spence Cassidy & Associates, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 17, 2026	1-10	19 contacts →
	Exact match “Spence, Cassidy & Associates, LLC has representatives who are licensed and authorized to conduct life insurance business in AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IA, KS, MI…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	345 Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 17, 2026	11-50	13 contacts →
	Exact match “345 isn’t just our name, it’s our straightforward process, and the comprehensive plans that help empower our clients to build personalized strategies today, designed to allow them…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	Juniper Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 17, 2026	11-50	12 contacts →
	Exact match “The Juniper Wealth Management Financial Confidence Through Financial Clarity Philosophy is built around transparency, clarity, and simplicity.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	Bayntree Wealth Advisors	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 17, 2026	11-50	11 contacts →
	Exact match “Bayntree Wealth Advisors provides comprehensive Financial Planning and Wealth Management services.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	Vineyard Financial Group	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 17, 2026	1-10	8 contacts →
	Exact match “Comprehensive Financial Planning and Wealth Management Services provided by Professionally Certified, Independent Financial Advisors including:* Wealth Management * Investments *…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	Carrie Hall And Associates	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 17, 2026	1-10	7 contacts →
	Exact match “We are the catalyst to help you determine objectives for business and estate planning and work with your advisors to take action and complete the plan.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	Vinity	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 17, 2026	1-10	6 contacts →
	Exact match “Vinity is a Comprehensive Financial Planning Firm that navigates the path between professional advice and practical application.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	KEY Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 17, 2026	1-10	6 contacts →
	Exact match “About Us Key Wealth Management was founded with the vision of women empowering women.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	The Coverage PRO	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 17, 2026	11-50	5 contacts →
	Exact match “Our promise is to provide exceptional service that exceeds your expectations while guiding you through the confusion of insurance coverage.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	Grand Canyon Planning Associates	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 17, 2026	11-50	4 contacts →
	Exact match “Grand Canyon Planning Associates (“GCPA”) is a full service financial and estate planning firm with professionals that have been helping Arizona residents for more than 25 years.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	Westbrook Financial Services, INC	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “For 25 years our organization has been helping people like you realize important life goals - both personal and business.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	DM Brown Financial Services	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “Financial advisor committed to our clients.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	True Blue Life Insurance, INC	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 17, 2026	11-50	4 contacts →
	Exact match “From a customer’s perspective, True Blue Life Insurance is unique because of the agents you deal with and the process of obtaining your insurance policy.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	Blueprints For Tomorrow	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “Blueprints For Tomorrow is a nationally recognized financial services company that specializes in business contingency/succession, key employee retention, and retirement planning.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	SES Services, Family Of Companies	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “We are a boutique financial planning firm that approaches retirement planning holistically, where tax planning come first, leading to a secure retirement income plan, the…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
20	Firstline Financial	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “FirstLine Financial is lifetime financial planning that connects individuals who want to grow and protect their capital with creative offerings that will follow them throughout…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
21	URA Group AZ	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 17, 2026	11-50	2 contacts →
	Exact match “It is the mission of URA Group AZ to increase the quality of life of each and every person we serve.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
22	Risk Resource	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Risk Resource is a nationally recognized life insurance firm that specializes in business and estate planning.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
23	Money Wise AZ	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Cristina Acosta is the owner of Money Wise Retirement Planning.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
24	Stronghold Financial	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Grow and preserve your assets while protecting yourself and your loved ones with Stronghold Financial!” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
25	Pfeifer Financial	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “We offer state of the art, customized financial planning that provides peace of mind and security for your future.” Recorded in the RevenueBase company graph · Oct 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 “life insurance planning firms”. 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 25 of 78 life insurance planning firms based in Scottsdale, United States

See the full list, filter by size, metro and specialty, and access 792 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Life insurance planning firms based in Scottsdale, United States at a glance

As of Oct 17, 2026

30.5%Verified-email coverage

33.3Average contacts per company

1-10Median size (employees)

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Scottsdale, so it is reported there. Company counts and contact totals on this page are exact for Scottsdale, over 78 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 Scottsdale, United States whose business descriptions match “life insurance planning firms” 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 792 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 October 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.

Life insurance planning firms 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 “life insurance planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many life insurance planning firms are there based in Scottsdale, United States?

RevenueBase identified 78 company matches for life insurance planning firms associated with Scottsdale, United States as of October 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?

Sagicor Life Insurance Company USA 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 life insurance planning firms?

Houston leads the United States with 113 company records, followed by New York (101) and Dallas (100). Scottsdale has 78.

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 792 professional contacts with verified work emails tracked across these 78 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 October 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.