Company lists · Data refreshed September 2026

Top 13 Personalized investment platforms based in Franklin, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 32 companies tracked

RevenueBase identified 32 company matches for personalized investment platforms associated with Franklin, United States as of September 2026 and tracks 167 professional contacts across them, including 76 with verified work emails. Across the United States, New York is the largest hub for this category (469 companies); Franklin has 32.

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

32Companies

167Contacts tracked

76Verified emails

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The 13 largest personalized investment platforms based in Franklin, United States

Ranked by team size

Top 13 of 32 company matches for personalized investment platforms based in Franklin, 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	Abound Wealth Management	Exact match	Franklin, TN, United StatesHQ recorded Sep 29, 2026	11-50	36 contacts →
	Exact match “Your best life is our end goal.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Beacon Capital Management, LLC	Exact match	Franklin, TN, United StatesHQ recorded Sep 29, 2026	11-50	27 contacts →
	Exact match “Full-service investment firm dedicated to working with individuals, couples, and families to cover all their retirement needs including wealth management, tax planning, healthcare…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	HCP Companies	Exact match	Franklin, TN, United StatesHQ recorded Sep 29, 2026	11-50	11 contacts →
	Exact match “At HCP Companies, we realize that each client requires a totally unique set of tools and talents to help them achieve their goals.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Defining Wealth	Exact match	Franklin, TN, United StatesHQ recorded Sep 29, 2026	1-10	6 contacts →
	Exact match “At Defining Wealth, we believe wealth is about more than money, so we help you identify your core values and define wealth on your own terms.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	Pillar Wealth	Exact match	Franklin, IN, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “It takes an expert team-approach instead of the traditional solo advisor model.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Partners Capital, LLC	Exact match	Franklin, TN, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “At Partners Capital, LLC, we are driven by your success.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Lighthouse Wealth Group	Exact match	Franklin, TN, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “We’re more than investment managers.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Franklin Wealth Solutions	Exact match	Franklin, TN, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Investment planning, Risk management, College Funding, Retirement planning and Estate conservation.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Carmichael Creel Investments	Exact match	Franklin, TN, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Carmichael Creel Investments is an investment advisory firm providing full service portfolio management for individuals, corporations, trusts and retirement accounts.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Aspen Grove Asset Management	Exact match	Franklin, TN, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Aspen Grove Asset Management, founded in 2007, is a financial services practice based in Franklin, Tenn.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Budd Wealth Management	Exact match	Franklin, TN, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “We have developed and refined a process over the last 20 years to work with families that aspire to a “work optional” lifestyle.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Aspens	Exact match	Franklin, PA, United StatesHQ recorded Sep 29, 2026	51-200	1 contacts →
	Exact match “Aspens is building the most advanced and automated robo advisor to create wealth for the masses.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Stapleton Asset Management	Exact match	Franklin, TN, United StatesHQ recorded Sep 29, 2026	1-10	1 contacts →
	Exact match “Each individual and institution has different objectives and hurdles We are here to customize a package of investments, insurance and estate planning that meets your needs” 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 13 of 32 personalized investment platforms based in Franklin, United States

See the full list, filter by size, metro and specialty, and access 76 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 29, 2026

45.5%Verified-email coverage

5.2Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

10001+

Email recency for this list is measured across the whole United States list rather than for Franklin, so it is reported there. Company counts and contact totals on this page are exact for Franklin, over 32 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 Franklin, 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 76 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 Franklin, United States?

RevenueBase identified 32 company matches for personalized investment platforms associated with Franklin, 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?

Abound Wealth 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). Franklin has 32.

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 76 professional contacts with verified work emails tracked across these 32 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.