Company lists · Data refreshed September 2026
Top 25 Personal finance coaching platforms based in the United States
RevenueBase identified 3,342 company matches for personal finance coaching platforms associated with the United States as of September 2026 and tracks 27,141 professional contacts across them, including 6,948 with verified work emails. New York is the largest hub.
This list covers company matches for personal finance coaching platforms associated with the 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 September 29, 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.
The 25 largest personal finance coaching platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,885 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 1,168 contacts → | ||||
Exact match “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 708 contacts → | ||||
Exact match “Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 674 contacts → | ||||
Exact match “Forbes Advisor is a global platform dedicated to helping consumers make the best financial choices for their individual lives.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 394 contacts → | ||||
Exact match “GreenPath is a national nonprofit that supports people's lifelong financial wellness.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 348 contacts → | ||||
Exact match “Money is committed to helping readers take charge of their finances and their futures.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 306 contacts → | ||||
Exact match “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 286 contacts → | ||||
Exact match “SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is to help people make smart financial decisions, reaching over an…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 286 contacts → | ||||
Exact match “Rocket Money is a leading personal finance app with a mission to help everyone money.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 263 contacts → | ||||
Exact match “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 260 contacts → | ||||
Exact match “We believe in making money simple.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 237 contacts → | ||||
Exact match “Stash is a personal finance app that makes investing easy and affordable for millions of Americans.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 224 contacts → | ||||
Exact match “We believe financial planning, when done right, is essential to living well.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 200 contacts → | ||||
Exact match “Results Financia Coaching” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 196 contacts → | ||||
Exact match “Financial Engines is America’s largest independent investment advisor.* We help people achieve greater financial clarity by providing comprehensive financial planning and…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 174 contacts → | ||||
Exact match “M1 is a fast-growing fintech company and personal finance platform made for the modern era.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 145 contacts → | ||||
Exact match “Monarch is the most comprehensive platform for managing your personal finances.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 135 contacts → | ||||
Exact match “At Spectrum Financial Group, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 125 contacts → | ||||
Exact match “Imagine working with a network of financial professionals who understand you and have years of experience in helping you achieve good financial outcomes.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 124 contacts → | ||||
Exact match “At Afortus Financial, we believe that financial security is determined more by desire and discipline, than by social or economic background.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 123 contacts → | ||||
Exact match “Origin is your personal AI financial advisor.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 116 contacts → | ||||
Exact match “Financial Finesse is the leading independent global provider of unbiased financial coaching as an employee benefit, driving measurable improvements in employee financial wellness…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 116 contacts → | ||||
Exact match “Bills.com is the leading resource for free and personalized money help.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 114 contacts → | ||||
Exact match “GOBankingRates ia a leading personal finance destination educating our audience on their money in order to LiveRicher.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 100 contacts → | ||||
Exact match “We create a simple map for your financial journey that encourages you to leave normal behind and guides you to the future you are hoping for!” Recorded in the RevenueBase company graph · Sep 29, 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 “personal finance coaching platforms”. 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 3,342 personal finance coaching platforms based in the United States
See the full list, filter by size, metro and specialty, and access 6,948 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Personal finance coaching platforms based in the United States at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 3,342 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 the United States whose business descriptions match “personal finance coaching platforms” 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 6,948 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 September 29, 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.
Personal finance coaching platforms by metro
- Personal finance coaching platforms in New York97
- Personal finance coaching platforms in Atlanta58
- Personal finance coaching platforms in Houston49
- Personal finance coaching platforms in San Francisco49
- Personal finance coaching platforms in Austin44
- Personal finance coaching platforms in Chicago43
- Personal finance coaching platforms in Dallas37
- Personal finance coaching platforms in Los Angeles35
- Personal finance coaching platforms in San Diego33
- Personal finance coaching platforms in Boston31
- Personal finance coaching platforms in Charlotte31
- Personal finance coaching platforms in Seattle31
- Personal finance coaching platforms in Denver25
- Personal finance coaching platforms in Scottsdale25
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 “personal finance coaching platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many personal finance coaching platforms are there based in the United States?
RevenueBase identified 3,342 company matches for personal finance coaching platforms associated with the United States as of September 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?
First Command Financial Services, INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most personal finance coaching platforms?
New York leads with 97 company records, followed by Atlanta (58) and Houston (49).
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 6,948 professional contacts with verified work emails tracked across these 3,342 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 September 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 3,342 personal finance coaching platforms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Personal finance coaching platforms by geography
- Personal finance coaching platforms based in Melbourne, Australia
- Personal finance coaching platforms based in Sydney, Australia
- Personal finance coaching platforms based in Sao Paulo, Brazil
- Personal finance coaching platforms based in Toronto, Canada
- Personal finance coaching platforms based in Paris, France
- Personal finance coaching platforms based in Bangalore, India
- Personal finance coaching platforms based in Mumbai, India
- Personal finance coaching platforms based in Pune, India
- Personal finance coaching platforms based in Auckland, New Zealand
- Personal finance coaching platforms based in Cape Town, South Africa
- Personal finance coaching platforms based in Dubai, United Arab Emirates
- Personal finance coaching platforms based in London, United Kingdom
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Personal finance coaching platforms based in Melbourne, Australia
- Personal finance coaching platforms based in Sydney, Australia
- Personal finance coaching platforms based in Sao Paulo, Brazil
- Personal finance coaching platforms based in Toronto, Canada
- Personal finance coaching platforms based in Paris, France
- Personal finance coaching platforms based in Bangalore, India
Company intelligence · public preview
Top 25 personal finance coaching platforms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 3,342 matching company records for personal finance coaching platforms based in the United States, with 27,141 tracked contacts and 6,948 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 personal finance coaching platforms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  First Command Financial Services, INCfirstcommand.comHQ: Fort Worth, TX, United StatesReported employees: 501-1,000 | Fort Worth, TX, United States | 501-1,000 | Exact match | 2,885 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 2 |  Personal Capitalpersonalcapital.comHQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 1,168 contacts → |
“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Freedom Financial Networkfreedomfinancialnetwork.comHQ: San Mateo, CA, United StatesReported employees: 1,001-5,000 | San Mateo, CA, United States | 1,001-5,000 | Exact match | 708 contacts → |
“Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Forbes Advisorforbesadvisor.com HQ: Jersey City, NJ, United StatesReported employees: 201-500 | Jersey City, NJ, United States | 201-500 | Exact match | 674 contacts → |
“Forbes Advisor is a global platform dedicated to helping consumers make the best financial choices for their individual lives.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Greenpath Financial Wellnessgreenpath.org HQ: Farmington Hills, MI, United StatesReported employees: 201-500 | Farmington Hills, MI, United States | 201-500 | Exact match | 394 contacts → |
“GreenPath is a national nonprofit that supports people's lifelong financial wellness.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  MONEYmoney.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 348 contacts → |
“Money is committed to helping readers take charge of their finances and their futures.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  49 Financial49financial.comHQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 306 contacts → |
“49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Smartassetsmartasset.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 286 contacts → |
“SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is to help people make smart financial decisions, reaching over an…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Rocket Moneyrocketmoney.comHQ: Silver Spring, MD, United StatesReported employees: 201-500 | Silver Spring, MD, United States | 201-500 | Exact match | 286 contacts → |
“Rocket Money is a leading personal finance app with a mission to help everyone money.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Coastal Wealthmycoastalwealth.comHQ: Fort Lauderdale, FL, United StatesReported employees: 51-200 | Fort Lauderdale, FL, United States | 51-200 | Exact match | 263 contacts → |
“At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Albertalbert.comHQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 260 contacts → |
“We believe in making money simple.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  STASHstash.comHQ: NY, United StatesReported employees: 201-500 | NY, United States | 201-500 | Exact match | 237 contacts → |
“Stash is a personal finance app that makes investing easy and affordable for millions of Americans.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | FACETfacet.com HQ: West Palm Beach, FL, United StatesReported employees: 201-500 | West Palm Beach, FL, United States | 201-500 | Exact match | 224 contacts → |
“We believe financial planning, when done right, is essential to living well.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | County Of Roanokeramseycoach.com HQ: Roanoke, United StatesReported employees: Not recorded | Roanoke, United States | Not recorded | Exact match | 200 contacts → |
“Results Financia Coaching” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Financial Enginesfinancialengines.comHQ: Sunnyvale, CA, United StatesReported employees: 501-1,000 | Sunnyvale, CA, United States | 501-1,000 | Exact match | 196 contacts → |
“Financial Engines is America’s largest independent investment advisor.* We help people achieve greater financial clarity by providing comprehensive financial planning and…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  M1m1.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 174 contacts → |
“M1 is a fast-growing fintech company and personal finance platform made for the modern era.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Monarchmonarch.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 145 contacts → |
“Monarch is the most comprehensive platform for managing your personal finances.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Spectrum Financial Groupspectrumfg.comHQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 135 contacts → |
“At Spectrum Financial Group, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Northeast Financial Networknortheastfn.comHQ: Holmdel, NJ, United StatesReported employees: 11-50 | Holmdel, NJ, United States | 11-50 | Exact match | 125 contacts → |
“Imagine working with a network of financial professionals who understand you and have years of experience in helping you achieve good financial outcomes.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Afortus Financialafortus.com HQ: South Jordan, UT, United StatesReported employees: 11-50 | South Jordan, UT, United States | 11-50 | Exact match | 124 contacts → |
“At Afortus Financial, we believe that financial security is determined more by desire and discipline, than by social or economic background.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Originuseorigin.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 123 contacts → |
“Origin is your personal AI financial advisor.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Financial Finessefinancialfinesse.comHQ: El Segundo, CA, United StatesReported employees: 51-200 | El Segundo, CA, United States | 51-200 | Exact match | 116 contacts → |
“Financial Finesse is the leading independent global provider of unbiased financial coaching as an employee benefit, driving measurable improvements in employee financial wellness…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  bills.combills.comHQ: San Mateo, CA, United StatesReported employees: 11-50 | San Mateo, CA, United States | 11-50 | Exact match | 116 contacts → |
“Bills.com is the leading resource for free and personalized money help.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Gobankingratesgobankingrates.com HQ: Los Angeles, CA, United StatesReported employees: 1,001-5,000 | Los Angeles, CA, United States | 1,001-5,000 | Exact match | 114 contacts → |
“GOBankingRates ia a leading personal finance destination educating our audience on their money in order to LiveRicher.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Smartpro Financialsmartprofinancial.com HQ: Bradenton, FL, United StatesReported employees: 51-200 | Bradenton, FL, United States | 51-200 | Exact match | 100 contacts → |
“We create a simple map for your financial journey that encourages you to leave normal behind and guides you to the future you are hoping for!” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,342 company matches
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Personal finance coaching platforms: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
3,336 records in the displayed employee bands.
6 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 3,342 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Personal finance coaching platforms by metro
- Personal finance coaching platforms in New York97
- Personal finance coaching platforms in Atlanta58
- Personal finance coaching platforms in Houston49
- Personal finance coaching platforms in San Francisco49
- Personal finance coaching platforms in Austin44
- Personal finance coaching platforms in Chicago43
- Personal finance coaching platforms in Dallas37
- Personal finance coaching platforms in Los Angeles35
- Personal finance coaching platforms in San Diego33
- Personal finance coaching platforms in Boston31
- Personal finance coaching platforms in Charlotte31
- Personal finance coaching platforms in Seattle31
- Personal finance coaching platforms in Denver25
- Personal finance coaching platforms in Scottsdale25
Questions about this company list
What does Exact match mean for personal finance coaching platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many personal finance coaching platforms did RevenueBase find based in the United States?
The saved snapshot records 3,342 matching company records, 27,141 tracked contacts and 6,948 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Personal finance coaching platforms by geography
- Personal finance coaching platforms based in Melbourne, Australia
- Personal finance coaching platforms based in Sydney, Australia
- Personal finance coaching platforms based in Sao Paulo, Brazil
- Personal finance coaching platforms based in Toronto, Canada
- Personal finance coaching platforms based in Paris, France
- Personal finance coaching platforms based in Bangalore, India
- Personal finance coaching platforms based in Mumbai, India
- Personal finance coaching platforms based in Pune, India
- Personal finance coaching platforms based in Auckland, New Zealand
- Personal finance coaching platforms based in Cape Town, South Africa
- Personal finance coaching platforms based in Dubai, United Arab Emirates
- Personal finance coaching platforms based in London, United Kingdom
Cite this list
RevenueBase Data Team. Top 25 personal finance coaching platforms based in the United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/personal-finance-coaching-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Personal finance coaching platforms based in Melbourne, Australia
- Personal finance coaching platforms based in Sydney, Australia
- Personal finance coaching platforms based in Sao Paulo, Brazil
- Personal finance coaching platforms based in Toronto, Canada
- Personal finance coaching platforms based in Paris, France
- Personal finance coaching platforms based in Bangalore, India
Company intelligence · public preview
Top 25 personal finance coaching platforms based in the United States
RevenueBase records 3,342 matching company records for personal finance coaching platforms based in the United States, with 27,141 tracked contacts and 6,948 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 personal finance coaching platforms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | First Command Financial Services, INCfirstcommand.com HQ: Fort Worth, TX, United StatesReported employees: 501-1,000 | Fort Worth, TX, United States | 501-1,000 | Exact match | 2,885 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 2 | Personal Capitalpersonalcapital.com HQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 1,168 contacts → |
“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Freedom Financial Networkfreedomfinancialnetwork.com HQ: San Mateo, CA, United StatesReported employees: 1,001-5,000 | San Mateo, CA, United States | 1,001-5,000 | Exact match | 708 contacts → |
“Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Forbes Advisorforbesadvisor.com HQ: Jersey City, NJ, United StatesReported employees: 201-500 | Jersey City, NJ, United States | 201-500 | Exact match | 674 contacts → |
“Forbes Advisor is a global platform dedicated to helping consumers make the best financial choices for their individual lives.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Greenpath Financial Wellnessgreenpath.org HQ: Farmington Hills, MI, United StatesReported employees: 201-500 | Farmington Hills, MI, United States | 201-500 | Exact match | 394 contacts → |
“GreenPath is a national nonprofit that supports people's lifelong financial wellness.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | MONEYmoney.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 348 contacts → |
“Money is committed to helping readers take charge of their finances and their futures.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 49 Financial49financial.com HQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 306 contacts → |
“49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Smartassetsmartasset.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 286 contacts → |
“SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is to help people make smart financial decisions, reaching over an…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Rocket Moneyrocketmoney.com HQ: Silver Spring, MD, United StatesReported employees: 201-500 | Silver Spring, MD, United States | 201-500 | Exact match | 286 contacts → |
“Rocket Money is a leading personal finance app with a mission to help everyone money.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Coastal Wealthmycoastalwealth.com HQ: Fort Lauderdale, FL, United StatesReported employees: 51-200 | Fort Lauderdale, FL, United States | 51-200 | Exact match | 263 contacts → |
“At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Albertalbert.com HQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 260 contacts → |
“We believe in making money simple.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | STASHstash.com HQ: NY, United StatesReported employees: 201-500 | NY, United States | 201-500 | Exact match | 237 contacts → |
“Stash is a personal finance app that makes investing easy and affordable for millions of Americans.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | FACETfacet.com HQ: West Palm Beach, FL, United StatesReported employees: 201-500 | West Palm Beach, FL, United States | 201-500 | Exact match | 224 contacts → |
“We believe financial planning, when done right, is essential to living well.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | County Of Roanokeramseycoach.com HQ: Roanoke, United StatesReported employees: Not recorded | Roanoke, United States | Not recorded | Exact match | 200 contacts → |
“Results Financia Coaching” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Financial Enginesfinancialengines.com HQ: Sunnyvale, CA, United StatesReported employees: 501-1,000 | Sunnyvale, CA, United States | 501-1,000 | Exact match | 196 contacts → |
“Financial Engines is America’s largest independent investment advisor.* We help people achieve greater financial clarity by providing comprehensive financial planning and…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | M1m1.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 174 contacts → |
“M1 is a fast-growing fintech company and personal finance platform made for the modern era.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Monarchmonarch.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 145 contacts → |
“Monarch is the most comprehensive platform for managing your personal finances.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Spectrum Financial Groupspectrumfg.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 135 contacts → |
“At Spectrum Financial Group, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Northeast Financial Networknortheastfn.com HQ: Holmdel, NJ, United StatesReported employees: 11-50 | Holmdel, NJ, United States | 11-50 | Exact match | 125 contacts → |
“Imagine working with a network of financial professionals who understand you and have years of experience in helping you achieve good financial outcomes.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Afortus Financialafortus.com HQ: South Jordan, UT, United StatesReported employees: 11-50 | South Jordan, UT, United States | 11-50 | Exact match | 124 contacts → |
“At Afortus Financial, we believe that financial security is determined more by desire and discipline, than by social or economic background.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Originuseorigin.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 123 contacts → |
“Origin is your personal AI financial advisor.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Financial Finessefinancialfinesse.com HQ: El Segundo, CA, United StatesReported employees: 51-200 | El Segundo, CA, United States | 51-200 | Exact match | 116 contacts → |
“Financial Finesse is the leading independent global provider of unbiased financial coaching as an employee benefit, driving measurable improvements in employee financial wellness…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | bills.combills.com HQ: San Mateo, CA, United StatesReported employees: 11-50 | San Mateo, CA, United States | 11-50 | Exact match | 116 contacts → |
“Bills.com is the leading resource for free and personalized money help.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Gobankingratesgobankingrates.com HQ: Los Angeles, CA, United StatesReported employees: 1,001-5,000 | Los Angeles, CA, United States | 1,001-5,000 | Exact match | 114 contacts → |
“GOBankingRates ia a leading personal finance destination educating our audience on their money in order to LiveRicher.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Smartpro Financialsmartprofinancial.com HQ: Bradenton, FL, United StatesReported employees: 51-200 | Bradenton, FL, United States | 51-200 | Exact match | 100 contacts → |
“We create a simple map for your financial journey that encourages you to leave normal behind and guides you to the future you are hoping for!” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Personal finance coaching platforms: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
3,336 records in the displayed employee bands.
6 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 3,342 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Personal finance coaching platforms by metro
- Personal finance coaching platforms in New York97
- Personal finance coaching platforms in Atlanta58
- Personal finance coaching platforms in Houston49
- Personal finance coaching platforms in San Francisco49
- Personal finance coaching platforms in Austin44
- Personal finance coaching platforms in Chicago43
- Personal finance coaching platforms in Dallas37
- Personal finance coaching platforms in Los Angeles35
- Personal finance coaching platforms in San Diego33
- Personal finance coaching platforms in Boston31
- Personal finance coaching platforms in Charlotte31
- Personal finance coaching platforms in Seattle31
- Personal finance coaching platforms in Denver25
- Personal finance coaching platforms in Scottsdale25
Questions about this company list
What does Exact match mean for personal finance coaching platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many personal finance coaching platforms did RevenueBase find based in the United States?
The saved snapshot records 3,342 matching company records, 27,141 tracked contacts and 6,948 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Personal finance coaching platforms by geography
- Personal finance coaching platforms based in Melbourne, Australia
- Personal finance coaching platforms based in Sydney, Australia
- Personal finance coaching platforms based in Sao Paulo, Brazil
- Personal finance coaching platforms based in Toronto, Canada
- Personal finance coaching platforms based in Paris, France
- Personal finance coaching platforms based in Bangalore, India
- Personal finance coaching platforms based in Mumbai, India
- Personal finance coaching platforms based in Pune, India
- Personal finance coaching platforms based in Auckland, New Zealand
- Personal finance coaching platforms based in Cape Town, South Africa
- Personal finance coaching platforms based in Dubai, United Arab Emirates
- Personal finance coaching platforms based in London, United Kingdom
Cite this list
RevenueBase Data Team. Top 25 personal finance coaching platforms based in the United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/personal-finance-coaching-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Personal finance coaching platforms based in Melbourne, Australia
- Personal finance coaching platforms based in Sydney, Australia
- Personal finance coaching platforms based in Sao Paulo, Brazil
- Personal finance coaching platforms based in Toronto, Canada
- Personal finance coaching platforms based in Paris, France
- Personal finance coaching platforms based in Bangalore, India