Company lists · Data refreshed September 2026

Top 22 Personal financial coaches based in Salt Lake City, United States

RevenueBase identified 45 personal financial coaches headquartered in Salt Lake City, United States as of September 2026 and tracks 291 professional contacts across them, including 137 with verified work emails. New York is the largest hub.

This list covers personal financial coaches headquartered in Salt Lake City, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
45Companies
291Contacts tracked
137Verified emails
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The 22 largest personal financial coaches based in Salt Lake City, United States

Ranked by team size
Top 22 of 45 personal financial coaches based in Salt Lake City, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to personal financial coaches: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 202651-20073 contacts →

Partial evidence

“Millions of people follow financial advice that prevents them from achieving the future they deserve.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 202611-5022 contacts →

Indirect evidence

“We help entrepreneurs and business owners keep more of their money and increase monthly cash flow without having to work harder, take on more risk, or hire a single new employee.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 20261-1018 contacts →

Indirect evidence

“If you fail to plan, you are planning to fail!"- Benjamin Franklin Iron Gate Global Advisors is a fee-only advisory firm based in Salt Lake City, Utah.”

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 202611-5018 contacts →

Partial evidence

“Investment Management Consultants (IMC) provides our clients with logical and unbiased financial planning solutions, independent financial planning, and investment advisory…”

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 20261-1010 contacts →

Partial evidence

“Voyager Wealth Advisors, Inc, provides comprehensive financial planning and portfolio management services for a select clientele.”

Source: RevenueBase Database · checked Sep 20, 2026
6Strong evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 202611-509 contacts →

Strong evidence

“TomiPlan is a subscription-based financial coaching firm.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 20261-108 contacts →

Indirect evidence

“A registered investment advisory firm headquartered in Salt Lake City, UT.”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 20261-105 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“Steward Financial offers all the strategic solutions and options you would expect from a financial services firm; yet, we conduct business differently.”

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 202611-505 contacts →

Partial evidence

“Inspire individuals to RISE UP and LIVE FREE by leading them on the PATH to FINANCIAL FREEDOM.”

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 20261-105 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 20261-104 contacts →

Partial evidence

“At SDP Personalized Planning, we believe that making smart choices about your money that align with your goals and values is a foundational step in leading a life that inspires…”

Source: RevenueBase Database · checked Sep 20, 2026
13Strong evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 20261-104 contacts →

Strong evidence

“Knighton, Erb & Company, LLC provides quality, personalized financial guidance to individuals and businesses.”

Source: RevenueBase Database · checked Sep 20, 2026
14Partial evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 20261-104 contacts →

Partial evidence

“We believe that everyone deserves to feel that they are on the right path to financial freedom and achieving their life’s goals.”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Our name, ARC Wealth Management, was borne out of our mission to simplify and enhance your wealth management needs through the arc of your lives – and in many cases, beyond.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 202651-2002 contacts →

Indirect evidence

“Retire with Confidence!”

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“At Snowpine Wealth, we help clients navigate important financial transitions with clarity and confidence.”

Source: RevenueBase Database · checked Sep 20, 2026
19Partial evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Helping business owners and families take control of their personal finances.”

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

Partial evidence

“I help professionals and families who earn good money (but feel financially disorganized) take control of their finances.”

Source: RevenueBase Database · checked Sep 20, 2026
21Partial evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“J&A Resources LLC has been a trusted name in business financial consulting for over 15 years.”

Source: RevenueBase Database · checked Sep 20, 2026
22Partial evidenceSalt Lake City, UT, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026

Showing 22 of 45 personal financial coaches based in Salt Lake City, United States

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Personal financial coaches based in Salt Lake City, United States at a glance

As of Sep 20, 2026
47.1%Verified-email coverage
6.5Average contacts per company
1-10Median size (employees)
511.1%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
33
11-50
9
51-200
3

Email recency for this list is measured across the whole United States list rather than for Salt Lake City, so it is reported there. Company counts and contact totals on this page are exact for Salt Lake City, over 45 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 personal financial coaches, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Salt Lake City, United States whose own description of what they do matches “personal financial coaches”. 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 personal financial coaches), 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 personal financial coaches, and records with no verified work email. Companies headquartered outside Salt Lake City are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 137 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.

Personal financial coaches by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names personal financial coaches, 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 personal financial coaches are there based in Salt Lake City, United States?

RevenueBase identified 45 personal financial coaches headquartered in Salt Lake City, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Paradigm Life, headquartered in Salt Lake City, tops this list with the largest team on record.

Which city has the most personal financial coaches?

New York leads with 230 headquartered companies, followed by Atlanta (179) and Houston (156).

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 137 verified decision-maker contacts tracked across these 45 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.