Company lists · Data refreshed September 2026

Top 25 Personalized investment platforms based in Atlanta, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 193 companies tracked

RevenueBase identified 193 company matches for personalized investment platforms associated with Atlanta, United States as of September 2026 and tracks 4,950 professional contacts across them, including 2,319 with verified work emails. Across the United States, New York is the largest hub for this category (469 companies); Atlanta follows with 193.

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

193Companies

4,950Contacts tracked

2,319Verified emails

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The 25 largest personalized investment platforms based in Atlanta, United States

Ranked by team size

Top 25 of 193 company matches for personalized investment platforms based in Atlanta, 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	Invesco US	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	5,001-10,000	3,114 contacts →
	Exact match “Invesco is dedicated to helping investors around the world rethink possibility.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Ashford Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	51-200	171 contacts →
	Exact match “We strive to build meaningful relationships with our clients and within our communities.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Signaturefd	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	51-200	125 contacts →
	Exact match “At SignatureFD, we believe people want to use their wealth to do something worthwhile – for themselves, those they love, and their community.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Capital Investment Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	51-200	116 contacts →
	Exact match “At Capital Investment Advisors (CIA), we strive to help clients reach their financial and retirement goals by focusing on our specialty: Income Investing.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	Georgia Financial Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	11-50	115 contacts →
	Exact match “At Georgia Financial Advisors, we have customized our services to specifically fit the financial needs of Georgia residents.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	BIP Wealth	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	51-200	102 contacts →
	Exact match “At BIP Wealth, our experienced team members help clients manage their wealth.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Balentine	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	51-200	77 contacts →
	Exact match “Balentine is an award-winning wealth management firm built for ultra-high-net-worth families and entrepreneurs - and run by them.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Bison Wealth, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	51-200	45 contacts →
	Exact match “Bison Wealth strives to create and implement a wealth plan for each individual and family that meets their unique needs based on our ability to listen first and capture what…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	BIP Capital	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	11-50	39 contacts →
	Exact match “BIP Capital is a vertically-integrated investment platform that provides direct access to high-quality private equity, venture capital, and private credit strategies and products.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Sage Mountain Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	11-50	32 contacts →
	Exact match “Sage Mountain is an all-inclusive wealth management firm and alternative investing community.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Investment Research & Advisory Group, INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	11-50	23 contacts →
	Exact match “Since 1992, IRA Group has been serving institutional and individual clients who seek personalized relationships and customized financial and regulatory guidance.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Homrich Berg	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	51-200	21 contacts →
	Exact match “Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Persium Group	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	11-50	20 contacts →
	Exact match “Persium is a strategic wealth advisory firm that helps business owners, retirement plan committees, and individual investors pursue long term financial freedom.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Carter, Terry & Co., INC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	11-50	19 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Creative Financial Group, LTD	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	11-50	17 contacts →
	Exact match “For more than two decades, Creative Financial Group (CFG) has provided financial planning and investment advisory services for executives (under a corporate sponsored executive…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	ZWJ Investment Counsel	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	11-50	16 contacts →
	Exact match “ZWJ Investment Counsel, a SEC Registered Investment Advisor (RIA), is an Atlanta-based boutique investment services firm working with affluent and high net worth clients…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Advocacy Wealth Management, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	1-10	15 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	Gratus Capital	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	11-50	14 contacts →
	Exact match “Gratus Capital is a wealth management firm focused exclusively on serving a select group of successful individuals, families, foundations and endowments.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	IRC Wealth	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	1-10	14 contacts →
	Exact match “Custom crafted financial planning for individual lifestyles, IRC Wealth is a value based investment firm specializing in wealth creation for select business owners and…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	Veracity Capital	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	11-50	14 contacts →
	Exact match “Veracity Capital is an employee-owned, Registered Investment Advisor (RIA) specializing in boutique wealth management services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Buckhead Capital Management	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	11-50	14 contacts →
	Exact match “Buckhead Capital Management is an independent registered investment adviser based in Atlanta, Georgia.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	Arcus Capital Partners	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	11-50	13 contacts →
	Exact match “Arcus Capital Partners is an independent, SEC-registered investment advisory firm that manages tailored investment programs for high-net-worth individuals, foundations…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	Legacy Capital Advisors, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	1-10	12 contacts →
	Exact match “Comprehensive Financial Planning Service located Atlanta, Georgia Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	Chi-Rho Financial LLC	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	1-10	11 contacts →
	Exact match “Dedicated to serving the interests of high net-worth individuals and institutions, Chi-Rho Financial provides a tailored approach to hedge fund investing.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	Regent Peak Wealth Advisors	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	11-50	11 contacts →
	Exact match “Regent Peak Wealth Advisors is a registered independent advisory firm dedicated to working with creators of significant wealth, including multi-generational families, business…” 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 25 of 193 personalized investment platforms based in Atlanta, United States

See the full list, filter by size, metro and specialty, and access 2,319 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 29, 2026

46.8%Verified-email coverage

25.6Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

141

11-50

51-200

5,001-10,000

Email recency for this list is measured across the whole United States list rather than for Atlanta, so it is reported there. Company counts and contact totals on this page are exact for Atlanta, over 193 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 Atlanta, 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 2,319 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 Atlanta, United States?

RevenueBase identified 193 company matches for personalized investment platforms associated with Atlanta, 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?

Invesco US 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).

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 2,319 professional contacts with verified work emails tracked across these 193 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.