Company lists · Data refreshed September 2026

Top 16 Personalized investment platforms based in Alpharetta, United States

Name: Personalized investment platforms based in Alpharetta, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 33 companies tracked

RevenueBase identified 33 company matches for personalized investment platforms associated with Alpharetta, United States as of September 2026 and tracks 184 professional contacts across them, including 79 with verified work emails. Across the United States, New York is the largest hub for this category (469 companies); Alpharetta has 33.

This list covers company matches for personalized investment platforms associated with Alpharetta, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 29, 2026 How this list was built

33Companies

184Contacts tracked

79Verified emails

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The 16 largest personalized investment platforms based in Alpharetta, United States

Ranked by team size

Top 16 of 33 company matches for personalized investment platforms based in Alpharetta, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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	Howard Capital Management	Exact match	Alpharetta, GA, United StatesHQ recorded Sep 29, 2026	11-50	42 contacts →
	Exact match “Howard Capital Management, Inc.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Cardea Capital	Exact match	Alpharetta, GA, United StatesHQ recorded Sep 29, 2026	11-50	15 contacts →
	Exact match “Cardea Capital is an independent RIA that provides wealth management and investment advisory services at its core.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Owenby Jones Wealth Management, LLC	Exact match	Alpharetta, GA, United StatesHQ recorded Sep 29, 2026	11-50	14 contacts →
	Exact match “We exist to partner with you and your family to build a strong foundation for navigating life's opportunities and challenges, so you can pursue true wealth.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Wealth Enhancement & Preservation	Exact match	Alpharetta, GA, United StatesHQ recorded Sep 29, 2026	11-50	7 contacts →
	Exact match “We provide our clients with advisory services through sound financial guidance and superior personal service, with attention to detail.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	Incompass Financial	Exact match	Alpharetta, GA, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “Welcome to Incompass Financial, where every step we take is with your best interests in mind.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Hilton TAX & Wealth Advisors	Exact match	Alpharetta, GA, United StatesHQ recorded Sep 29, 2026	11-50	5 contacts →
	Exact match “At Hilton Tax & Wealth Advisors, we empower business owners, entrepreneurs, and high-net-worth individuals to legally reduce taxes, grow wealth, and build generational financial…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	MRP Capital Investments, LLC	Exact match	Alpharetta, GA, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “Wealth Management Firm that strives to help clients achieve financial goals through a relationship-based asset management and financial planning approach- WEBSITE DISCLAIMERS &…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Clear Investment Research, LLC	Exact match	Alpharetta, GA, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Artisan Financial Strategies	Exact match	Alpharetta, GA, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “Artisan Financial, where relationships come first!” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Wealthworth	Exact match	Alpharetta, GA, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “WealthWorth is a comprehensive wealth management and financial planning firm, providing clients with cutting-edge technology, customized offerings, and unbiased advice.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Daner Wealth Management	Exact match	Alpharetta, GA, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Alpharetta, GA based Registered Investment Advisor.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Newcorp Wealth Managment	Exact match	Alpharetta, GA, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Welcome.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Wealthlink Advisors	Exact match	Alpharetta, GA, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “WealthLink Advisors is a wealth management company that provides comprehensive financial planning using both investment and insurance solutions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Heritage Wealth Planning	Exact match	Alpharetta, GA, United StatesHQ recorded Sep 29, 2026	1-10	1 contacts →
	Exact match “When was the last time you did a deep dive on your 1040 tax forms?” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Brooke Forest Capital LLC	Exact match	Alpharetta, GA, United StatesHQ recorded Sep 29, 2026	1-10	1 contacts →
	Exact match “We are a boutique Wealth Management firm providing a wide range of confidential financial and investment consulting services, including estate planning, risk management, objective…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Successful Retirement Wealth Management	Exact match	Alpharetta, GA, United StatesHQ recorded Sep 29, 2026	1-10	1 contacts →
	Exact match “SRWM is an independent retirement and investment specialty firm located in Alpharetta, Georgia.” 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 “personalized investment 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 16 of 33 personalized investment platforms based in Alpharetta, United States

See the full list, filter by size, metro and specialty, and access 79 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Personalized investment platforms based in Alpharetta, United States at a glance

As of Sep 29, 2026

42.9%Verified-email coverage

5.6Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Alpharetta, so it is reported there. Company counts and contact totals on this page are exact for Alpharetta, over 33 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 Alpharetta, United States whose business descriptions match “personalized investment 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 79 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.

Personalized investment platforms 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 “personalized investment platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personalized investment platforms are there based in Alpharetta, United States?

RevenueBase identified 33 company matches for personalized investment platforms associated with Alpharetta, 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?

Howard Capital Management 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 personalized investment platforms?

New York leads the United States with 469 company records, followed by Atlanta (193) and Houston (185). Alpharetta has 33.

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 79 professional contacts with verified work emails tracked across these 33 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.

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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.