Company lists · Data refreshed September 2026
Top 25 Nonprofit financial advisors based in Denver, United States
RevenueBase identified 46 nonprofit financial advisors headquartered in Denver, United States as of September 2026 and tracks 281 professional contacts across them, including 142 with verified work emails. New York is the largest hub.
This list covers nonprofit financial advisors headquartered in Denver, 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.
The 25 largest nonprofit financial advisors based in Denver, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 37 contacts → | ||||
Indirect evidence “ZIM Consulting (ZIM) is a woman-owned, Denver-based, full-service consulting firm that specializes in grant management, strategic planning, and fundraising implementation services…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 19 contacts → | ||||
Partial evidence “If your nonprofit is struggling with high turnover, or your accountant of 30 years is retiring, or perhaps your agencies have become incredibly complicated and you need nonprofit…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 19 contacts → | ||||
Partial evidence “Syntrinsic Investment Counsel is co-creating a sustainable and generative world that empowers all people by providing investment advice and strategic consulting for nonprofit…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 18 contacts → | ||||
Partial evidence “Taylor Roth is a CPA firm that believes nonprofit organizations deserve specialists.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 18 contacts → | ||||
Partial evidence “Our mission is to educate and inspire clients where a predictable lifetime of financial security is possible.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 17 contacts → | ||||
Partial evidence “At Destiny Capital, we empower entrepreneurs and retirees to take control of their financial journey while forging ahead with greater clarity, confidence, and purpose.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 13 contacts → | ||||
Strong evidence “SHJ Wealth Advisors is one of Denver's oldest Financial Planning and Investment Management firms.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 12 contacts → | ||||
Partial evidence “We provide tailored services to: Corporations, Foundations, Nonprofits, Political Campaigns and Families helping each to optimize and build their investments and resources.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 8 contacts → | ||||
Partial evidence “The financial advice world is filled with enough complexity, jargon and opinions it can be difficult to navigate on your own.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 8 contacts → | ||||
Partial evidence “Colorado Wealth Group is the premier destination for comprehensive financial planning.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 7 contacts → | ||||
Partial evidence “G&G Consulting Group, LLC is a consulting firm that provides financial oversight and business services to small businesses, not for profit organizations, and charter schools in…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6 contacts → | ||||
Partial evidence “Using our innovative GlidePath Method,™ American Portfolios Denver is the valued financial partner of successful business owners, individuals, and multi-generational families.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Indirect evidence “Hoplin Jackson's premise is simple: We want to help our clients be as strategic and effective giving away their wealth as they were creating it.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Strong evidence “At Garden Street Financial Group, our personalized plans are designed to help provide greater confidence through our full range of investment advisory and financial planning…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence “Levinate provides consulting services to individuals, institutions and investment funds and specialize in the following areas- Investment product structuring (hedge funds, mutual…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect evidence “Our "Life First" service philosophy is represented by a client-centric, process-driven approach to mapping out your life vision and developing a plan to serve the values that are…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Partial evidence “We are pleased to announce the launch of The Cirque Financial Group, a new investment management and financial planning firm.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “CFO Minded helps small businesses achieve market dominance while staying true to their mission.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence “You want to feel organized, on track, and confident without spending all of your free time worrying about your finances.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence “Welcome to Generation Heritage!” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Partial evidence “Patrick has more than 25 years’ experience in the financial services industry and has helped thousands of people work towards achieving their financial goals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Strong evidence “AJM Financial, LLC is a full-service financial planning advisory that prides itself on creating personalized, results-driven financial strategies for a growing number of clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: nonprofit financial advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names nonprofit financial advisors.
- Partial evidence
- Its own public description names part of nonprofit financial advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name nonprofit financial advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 46 nonprofit financial advisors based in Denver, United States
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Nonprofit financial advisors based in Denver, United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Denver, so it is reported there. Company counts and contact totals on this page are exact for Denver, over 46 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 nonprofit financial advisors, 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 Denver, United States whose own description of what they do matches “nonprofit financial advisors”. 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 nonprofit financial advisors), 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 nonprofit financial advisors, and records with no verified work email. Companies headquartered outside Denver 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, 142 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.
Nonprofit financial advisors by metro in the United States
- Nonprofit financial advisors in New York101
- Nonprofit financial advisors in Chicago73
- Nonprofit financial advisors in Atlanta62
- Nonprofit financial advisors in Houston54
- Nonprofit financial advisors in Denver46
- Nonprofit financial advisors in Dallas44
- Nonprofit financial advisors in Los Angeles42
- Nonprofit financial advisors in Austin41
- Nonprofit financial advisors in San Diego40
- Nonprofit financial advisors in Charlotte39
- Nonprofit financial advisors in Phoenix39
- Nonprofit financial advisors in Portland35
- Nonprofit financial advisors in San Francisco35
- Nonprofit financial advisors in Boston32
- Nonprofit financial advisors in Seattle30
- Nonprofit financial advisors in Indianapolis29
- Nonprofit financial advisors in Washington28
- Nonprofit financial advisors in Philadelphia26
- Nonprofit financial advisors in Tampa26
- Nonprofit financial advisors in Cincinnati25
- Nonprofit financial advisors in Louisville25
- Nonprofit financial advisors in Minneapolis25
- Nonprofit financial advisors in Scottsdale25
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 nonprofit financial advisors, 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 nonprofit financial advisors are there based in Denver, United States?
RevenueBase identified 46 nonprofit financial advisors headquartered in Denver, 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?
ZIM Consulting, INC, headquartered in Denver, tops this list with the largest team on record.
Which city has the most nonprofit financial advisors?
New York leads with 101 headquartered companies, followed by Chicago (73) and Atlanta (62).
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 142 verified decision-maker contacts tracked across these 46 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.
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