Company lists · Data refreshed September 2026

Top 18 Personalized investment platforms based in Boulder, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 31 companies tracked

RevenueBase identified 31 company matches for personalized investment platforms associated with Boulder, United States as of September 2026 and tracks 170 professional contacts across them, including 95 with verified work emails. Across the United States, New York is the largest hub for this category (469 companies); Boulder has 31.

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

31Companies

170Contacts tracked

95Verified emails

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The 18 largest personalized investment platforms based in Boulder, United States

Ranked by team size

Top 18 of 31 company matches for personalized investment platforms based in Boulder, 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	BSW Wealth Partners, A Public Benefit Corporation	Exact match	Boulder, CO, United StatesHQ recorded Sep 29, 2026	11-50	37 contacts →
	Exact match “BSW Wealth Partners is an authentically independent financial advisory firm that helps Make Life Better, uses Business as a Force for Good, and is Built To Last.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	The Millstone Evans Group	Exact match	Boulder, CO, United StatesHQ recorded Sep 29, 2026	11-50	14 contacts →
	Exact match “No jargon.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Bonsai	Exact match	Boulder, CO, United StatesHQ recorded Sep 29, 2026	11-50	13 contacts →
	Exact match “Empowering advisors from all disciplines with the industry's first integrated personalized asset-liability management platform.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Black Swift Group	Exact match	Boulder, CO, United StatesHQ recorded Sep 29, 2026	11-50	13 contacts →
	Exact match “Black Swift is an investment management firm and registered investment advisor headquartered in Boulder, Colorado.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	Impact Wealth	Exact match	Boulder, CO, United StatesHQ recorded Sep 29, 2026	11-50	12 contacts →
	Exact match “Help make a lasting impact on your family and community.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	The Wealth Conservancy, INC	Exact match	Boulder, CO, United StatesHQ recorded Sep 29, 2026	1-10	8 contacts →
	Exact match “The Wealth Conservancy’s focus is specific: providing complete financial planning solutions to inheritors of significant wealth.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Welch Financial Planning, LLC	Exact match	Boulder, CO, United StatesHQ recorded Sep 29, 2026	1-10	6 contacts →
	Exact match “Your financial world is complex.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Harbor Wealth Management	Exact match	Boulder, CO, United StatesHQ recorded Sep 29, 2026	1-10	6 contacts →
	Exact match “Harbor Wealth Management is an acclaimed independent wealth management firm in Boulder, CO providing investment advising and financial planning services to individuals…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Bloom Wealth Advisors	Exact match	Boulder, CO, United StatesHQ recorded Sep 29, 2026	1-10	6 contacts →
	Exact match “Bloom Wealth Advisors is a full service Wealth Management firm working with individuals, families, entrepreneurs and small businesses since 1995.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Pantile Investments	Exact match	Boulder, CO, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “Pantile Investments is building a modern wealth management firm for ambitious investors across generations.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Bluebird Advisory	Exact match	Boulder, CO, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “Plan, prepare and be confident about the future.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Highlander A Mindful Finance Company	Exact match	Boulder, CO, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “At Highlander we take pride in our efforts to marry mindfulness and investment advising.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Tifin Sage	Exact match	Boulder, CO, United StatesHQ recorded Sep 29, 2026	11-50	4 contacts →
	Exact match “Sage is an AI-powered investment assistant that transforms the advisor-client experience by delivering personalized portfolio insights and applying expert advice across an…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Flatirons Financial Planning Northwestern Mutual	Exact match	Boulder, CO, United StatesHQ recorded Sep 29, 2026	11-50	3 contacts →
	Exact match “We help people flourish with vision-centered, data-driven, financial planning.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Sankala Group LLC	Exact match	Boulder, CO, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Sankala Group LLC is a registered investment advisory (RIA) firm providing portfolio management services and investment advisory to individuals, families and institutions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	QUISH	Exact match	Boulder, CO, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Providing bespoke and comprehensive wealth management for multi-generational families, foundations, endowments and individuals.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Flatirons Wealth Management	Exact match	Boulder, CO, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Flatirons Wealth Management is an independent, fee-only, wealth management firm serving the financial planning and investment management needs of investors on the Front Range of…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	Kilterhowling LLC	Exact match	Boulder, CO, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “KilterHowling is an investment advisory firm serving individuals and institutions.” 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 18 of 31 personalized investment platforms based in Boulder, United States

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

As of Sep 29, 2026

55.9%Verified-email coverage

5.5Average 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 Boulder, so it is reported there. Company counts and contact totals on this page are exact for Boulder, over 31 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 Boulder, 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 95 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 Boulder, United States?

RevenueBase identified 31 company matches for personalized investment platforms associated with Boulder, 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?

BSW Wealth Partners, A Public Benefit Corporation 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). Boulder has 31.

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 95 professional contacts with verified work emails tracked across these 31 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.