Company lists · Data refreshed September 2026

Top 24 Personalized investment platforms based in Las Vegas, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 50 companies tracked

RevenueBase identified 50 personalized investment platforms headquartered in Las Vegas, United States as of September 2026 and tracks 326 professional contacts across them, including 71 with verified work emails. Across the United States, New York is the largest hub for this category (450 companies); Las Vegas has 50.

This list covers personalized investment platforms headquartered in Las Vegas, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review

50Companies

326Contacts tracked

71Verified emails

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The 24 largest personalized investment platforms based in Las Vegas, United States

Ranked by team size

Top 24 of 50 personalized investment platforms based in Las Vegas, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to personalized investment platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Global KEY Advisors	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 29, 2026	n/a	52 contacts →
	Indirect evidence “Global Key Advisors is a full service financial advisory firm in San Francisco, CA and Las Vegas, NV serving individuals, families and institutional investors.” Source: RevenueBase Database · checked Sep 29, 2026
2	Chickpea	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 29, 2026	11-50	19 contacts →
	Partial evidence “Chickpea combines regulatory protection, compliance support, marketing solution, and client engagement into one intelligent platform, designed by a Chartered Financial Planner and…” Source: RevenueBase Database · checked Sep 29, 2026
3	The Investment Counsel Company Of Nevada	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 29, 2026	11-50	18 contacts →
	Partial evidence “The Investment Counsel Company of Nevada (ICC) serves as Investor Advocate for its clients.” Source: RevenueBase Database · checked Sep 29, 2026
4	Arista Wealth Management	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 29, 2026	1-10	17 contacts →
	Partial evidence “Arista Wealth Management is an investment advisory firm specializing in financial planning, investment management, retirement planning, institutional services, and individual…” Source: RevenueBase Database · checked Sep 29, 2026
5	Edwards Jones	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 29, 2026	11-50	17 contacts →
	Indirect evidence “At Edward Jones, our financial advisors offer a personal approach to investing and retirement planning to help you reach your long-term financial goals.” Source: RevenueBase Database · checked Sep 29, 2026
6	Bauman Wealth Advisors	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 29, 2026	11-50	12 contacts →
	Indirect evidence “At Bauman Wealth Advisors, we believe retirement should feel simple, not stressful.” Source: RevenueBase Database · checked Sep 29, 2026
7	Y H & C Investments	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 29, 2026	1-10	10 contacts →
	Partial evidence “Yale Bock is the owner and operator of Y H&C Investments, a registered investment advisor (Nevada and California licensed) located in Las Vegas, Nevada.” Source: RevenueBase Database · checked Sep 29, 2026
8	Buckley Wealth	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect evidence “Buckley Wealth is a wealth advisory firm built on a commitment to genuine partnership, long-term stewardship, and a welcoming experience for every client.” Source: RevenueBase Database · checked Sep 29, 2026
9	Every Season Wealth Partners	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Indirect evidence “We are a Las Vegas-based wealth management firm committed to serving our community in every season of life, relationship, and finances.” Source: RevenueBase Database · checked Sep 29, 2026
10	Diamond Wealth Management	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence “We are an independent firm focused on comprehensive Wealth Management for Affluent Families, Physicians, Business Owners, Corporations and Executives.” Source: RevenueBase Database · checked Sep 29, 2026
11	TSG Wealth Management - LAS Vegas	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
12	Randolph & Associates	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Indirect evidence “CREATE AN AMAZING LIFE FOR YOURSELF!” Source: RevenueBase Database · checked Sep 29, 2026
13	Jd's Tax-Smart Wealth Management	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Indirect evidence “Based in Las Vegas and serving clients nationwide, JD’s Tax-Smart Wealth Management helps individuals, families, and business owners keep more of what they earn and enjoy life…” Source: RevenueBase Database · checked Sep 29, 2026
14	Link Financial Advisory	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Indirect evidence “Certified Financial Planners and Retirement Planning.” Source: RevenueBase Database · checked Sep 29, 2026
15	Legacy Wealth Management Group Of LAS Vegas	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Indirect evidence “Legacy Wealth Management is dedicated to improving the well-being of our community by providing comprehensive wealth management to families, professionals, athletes & business…” Source: RevenueBase Database · checked Sep 29, 2026
16	Global Macro Asset Management	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Partial evidence “Global Macro Asset Management (GMAM) is an independent, privately owned money management serving investment professionals and private clients.” Source: RevenueBase Database · checked Sep 29, 2026
17	Empowher Planning	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Indirect evidence “We’ll be honest with you, there’s nothing particularly complicated or flashy about our mission.” Source: RevenueBase Database · checked Sep 29, 2026
18	Phoenix Wealth Management LLC	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Partial evidence “We are dedicated to providing investment management and strategic wealth planning that is specific to you and your situation.” Source: RevenueBase Database · checked Sep 29, 2026
19	Monocot Wealth Management	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Partial evidence “Monocot Wealth Management is a boutique independent advisory firm providing sophisticated investment management solutions and wealth management services to affluent families…” Source: RevenueBase Database · checked Sep 29, 2026
20	Stars And Stripes Financial Services	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 29, 2026	1-10	1 contacts →
	Indirect evidence “At Stars and Stripes Financial I partner with you to develop a doable course of action based on your values, comfort level, current situation, and timeline.” Source: RevenueBase Database · checked Sep 29, 2026
21	Lifetime Wealth Strategies	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 29, 2026	1-10	1 contacts →
	Partial evidence “We help individuals create, implement and monitor customized and comprehensive investment management, retirement income & lifestyle protection strategies after a thorough…” Source: RevenueBase Database · checked Sep 29, 2026
22	Ratio Capital & Holdings	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 29, 2026	1-10	1 contacts →
	Partial evidence “Ratio Holdings is the parent company to Ratio Capital, a full service investment advisory firm dedicated to servicing the investment needs of a wide range of clients.” Source: RevenueBase Database · checked Sep 29, 2026
23	Money Managers, INC	Indirect evidence	Las Vegas, NV, United StatesHQ checked Sep 29, 2026	1-10	1 contacts →
	Indirect evidence “At Money Managers Inc, we provide ongoing advocacy in all aspects of our clients’ financial lives, leaving no stone unturned in striving to help them achieve their goals.” Source: RevenueBase Database · checked Sep 29, 2026
24	Redstone Financial Group	Partial evidence	Las Vegas, NV, United StatesHQ checked Sep 29, 2026	1-10	1 contacts →
	Partial evidence “Redstone Financial Group is a comprehensive fee-based consulting firm specializing in financial planning, investment management and asset protection.” Source: RevenueBase Database · checked Sep 29, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: personalized investment platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names personalized investment platforms.
Partial evidence: Its own public description names part of personalized investment platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name personalized investment platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 24 of 50 personalized investment platforms based in Las Vegas, United States

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Personalized investment platforms based in Las Vegas, United States at a glance

As of Sep 29, 2026

21.8%Verified-email coverage

6.5Average 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 Las Vegas, so it is reported there. Company counts and contact totals on this page are exact for Las Vegas, over 50 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among personalized investment platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Las Vegas, United States whose own description of what they do matches “personalized investment platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names personalized investment platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among personalized investment platforms, and records with no verified work email. Companies headquartered outside Las Vegas are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 71 across the full list. 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.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Personalized investment platforms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names personalized investment platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 50 personalized investment platforms headquartered in Las Vegas, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Global KEY Advisors, headquartered in Las Vegas, tops this list with the largest team on record.

Which city in the United States has the most personalized investment platforms?

New York leads the United States with 450 headquartered companies, followed by Atlanta (193) and Houston (185). Las Vegas has 50.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 71 verified decision-maker contacts tracked across these 50 companies.

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 Smart Search, 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.