Company lists · Data refreshed September 2026

Top 25 Personalized investment platforms based in Irvine, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 70 companies tracked

RevenueBase identified 70 company matches for personalized investment platforms associated with Irvine, United States as of September 2026 and tracks 369 professional contacts across them, including 120 with verified work emails. Across the United States, New York is the largest hub for this category (469 companies); Irvine has 70.

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

70Companies

369Contacts tracked

120Verified emails

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

Ranked by team size

Top 25 of 70 company matches for personalized investment platforms based in Irvine, 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	Index Fund Advisors, INC	Exact match	Irvine, CA, United StatesHQ recorded Sep 29, 2026	51-200	36 contacts →
	Exact match “Index Fund Advisors, Inc.(IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Chamberlain Group Financial Services	Exact match	Irvine, CA, United StatesHQ recorded Sep 29, 2026	11-50	34 contacts →
	Exact match “Chamberlain Group is an independent financial services firm based in Newport Beach & Irvine, California.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Apriem Advisors	Exact match	Irvine, CA, United StatesHQ recorded Sep 29, 2026	11-50	21 contacts →
	Exact match “Your trusted partner in wealth management.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Warren Street Wealth Advisors	Exact match	Irvine, CA, United StatesHQ recorded Sep 29, 2026	11-50	12 contacts →
	Exact match “In the world of financial services, it can be difficult to find trusted partners.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	Applied Financial Planning, INC	Exact match	Irvine, CA, United StatesHQ recorded Sep 29, 2026	11-50	12 contacts →
	Exact match “Independent.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	KPP Financial, Inc.	Exact match	Irvine, CA, United StatesHQ recorded Sep 29, 2026	1-10	11 contacts →
	Exact match “KPP Financial is a multi-faceted independent financial advisory firm that gathers the best talent to elevate your investment strategies.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Advanced Financial Strategies, INC	Exact match	Irvine, CA, United StatesHQ recorded Sep 29, 2026	1-10	11 contacts →
	Exact match “Advanced Financial Strategies is a boutique integrated wealth planning and management firm for a select group of individuals and families.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Pacificview Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Sep 29, 2026	1-10	8 contacts →
	Exact match “At PacificView Wealth Management, we focus on aligning your financial strategy with your ambitions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Wealth Management Strategies	Exact match	Irvine, CA, United StatesHQ recorded Sep 29, 2026	11-50	7 contacts →
	Exact match “Each client has a different idea of what Wealth is to them.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	SUN Group Wealth Partners	Exact match	Irvine, CA, United StatesHQ recorded Sep 29, 2026	11-50	7 contacts →
	Exact match “Sun Group Wealth Partners is an organization founded on the principle that successfully building and preserving wealth takes sound foresight and innovative thinking.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Wealthwise Financial Services	Exact match	Irvine, CA, United StatesHQ recorded Sep 29, 2026	1-10	7 contacts →
	Exact match “Whether your goal is accumulating, preserving or transferring wealth, WealthWise Financial Services seeks to be your trusted partner.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Stratefi Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “StrateFi Wealth Management provides personalized financial planning, retirement planning, wealth management, investment management, and estate planning strategies designed to help…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Cwmg, LLC	Exact match	Irvine, CA, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “We help individuals to create and accumulate wealth, manage financial risk, and to keep more of what they earn.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Optimus Advisory Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “Welcome to Optimus Advisory Group!” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Spectrum Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “Spectrum Wealth Management LLC, is a distinct wealth management firm providing a comprehensive and integrated approach to accumulate and protect your wealth.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	The KFK Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “The KFK Group is a full-service, comprehensive Certified Financial Planning and investment management firm that has been helping individuals and families pursue their financial…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Filigree Wealth Advisors	Exact match	Irvine, CA, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “The style known as “Filigree” originated from artisans of ancient times who crafted valuable materials into intricate, one-of-a-kind designs.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	COVET	Exact match	Irvine, CA, United StatesHQ recorded Sep 29, 2026	11-50	3 contacts →
	Exact match “Covet transforms personal asset management with AI-powered intelligence, creating the first platform that acts as an "AI advisor for all your stuff." AI-driven asset cataloging…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	HN Financial Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “WHAT WE DO: We offer a complete range of investment and wealth management services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	Capital CS Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 29, 2026	11-50	2 contacts →
	Exact match “At Capital CS Group, we are excited to introduce HOA Invest, our proprietary technology platform designed to streamline the investment process for clubs, corporations, and…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Marrick Wealth	Exact match	Irvine, CA, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “marrick wealth is a boutique, independent, fee-only wealth advisory firm helping business owners, executives, and professionals strategically align their personal and financial…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	Depaolo & MAY Strategic Wealth	Exact match	Irvine, CA, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “At DePaolo & May, we offer bespoke investment management and financial planning.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	HOA Invest & 1120 Invest	Exact match	Irvine, CA, United StatesHQ recorded Sep 29, 2026	11-50	2 contacts →
	Exact match “Welcome to HOA and 1120 Invest – transforming the investment process for clubs, corporations, and associations with our proprietary technology and a team of experienced investment…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	LNL Retirement	Exact match	Irvine, CA, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Headquartered in Irvine, California, LNL Retirement assists employers and individual wealth management clients in fulfilling their investment and planning goals.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	Parkview Wealth Advisors	Exact match	Irvine, CA, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “No one strategy fits everyone, which is why every client gets our undivided attention-from planning to execution to follow-up.” 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 70 personalized investment platforms based in Irvine, United States

See the full list, filter by size, metro and specialty, and access 120 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 29, 2026

32.5%Verified-email coverage

5.3Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Irvine, so it is reported there. Company counts and contact totals on this page are exact for Irvine, over 70 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 Irvine, 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 120 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 Irvine, United States?

RevenueBase identified 70 company matches for personalized investment platforms associated with Irvine, 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?

Index Fund Advisors, INC 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). Irvine has 70.

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 120 professional contacts with verified work emails tracked across these 70 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.