Company lists · Data refreshed September 2026

Top 25 Personalized investment platforms based in Miami, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 112 companies tracked

RevenueBase identified 112 company matches for personalized investment platforms associated with Miami, United States as of September 2026 and tracks 2,186 professional contacts across them, including 1,245 with verified work emails. Across the United States, New York is the largest hub for this category (469 companies); Miami has 112.

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

112Companies

2,186Contacts tracked

1,245Verified emails

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

Ranked by team size

Top 25 of 112 company matches for personalized investment platforms based in Miami, 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	Corient	Exact match	Miami, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,215 contacts →
	Exact match “Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	NPC Financial	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	51-200	119 contacts →
	Exact match “NPC Financial (the South Florida Agency of Guardian Life) is a comprehensive financial services firm with offices in Miami, Hollywood, Boca Raton, and Miramar Beach.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Guerra Wealth Advisors	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	11-50	67 contacts →
	Exact match “Formerly known as Guerra Financial Group.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Perfect Circle INC	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	51-200	59 contacts →
	Exact match “We are a Wealth Management Firm that designs comprehensive plans according to your life goals.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	Valora	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	51-200	49 contacts →
	Exact match “At Valora, we deliver personalized advisory services with a human touch.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Gentrust	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	11-50	46 contacts →
	Exact match “GenTrust is an investment advisory firm that provides sophisticated solutions to ultra-high-net-worth individuals, families and institutions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Creand Wealth Management Beta Capital	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	11-50	27 contacts →
	Exact match “Creand Wealth Management (Beta Capital Securities, LLC and Beta Capital Management, LLC), was founded in Miami in 1995 as a group of affiliated financial entities involved in…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Crystal Capital Partners	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	11-50	24 contacts →
	Exact match “Access to institutional-quality alternative investments is where other platforms finish.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Private Client Group, LLC	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	11-50	14 contacts →
	Exact match “As financial advisors, we have the privilege of guiding our clients through life’s financial complexities with a steadfast commitment to exceptional service and personalized…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Ballestas Group	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	1-10	14 contacts →
	Exact match “Ballestas Group is a registered investment advisory (RIA) providing a fully integrated solution in private wealth management to help you organize and preserve your assets…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Zink Solutions	Exact match	Miami, United StatesHQ recorded Sep 29, 2026	1-10	13 contacts →
	Exact match “Building bridges and connecting the dots between USA, Latam and Europe while creating solutions for our partners ZINK Solutions serves wealthy families manage risks of assets and…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	AIC Capital, LLC	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	1-10	11 contacts →
	Exact match “AIC Capital, LLC is research-based and data-driven alternative investment platform for Family Offices, HNW and Institutional Investors For further inquires, please contact AIC…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Corrales & CO	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	1-10	11 contacts →
	Exact match “At Corrales & Co, our philosophy is simple: your success is our success.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Sierra Capital	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	11-50	11 contacts →
	Exact match “At Sierra Capital, LLC, we provide families with independent wealth management built on experience, objectivity, and trust.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Ocean Financial Services	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	11-50	10 contacts →
	Exact match “At Ocean Financial Services, we deliver personalized financial journeys inspired by you.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Flexinvest	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	1-10	9 contacts →
	Exact match “FlexInvest is the all-in-one mobile financial platform that suits your lifestyle and gives you a simple and safe way to invest.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Chapman And Cardwell Capital Management	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	1-10	9 contacts →
	Exact match “We’re a well-established team that knows what to look for when it comes to looking after you – from the big picture of all your holdings to the smallest detail in each financial…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	Harbor Ithaka	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	1-10	9 contacts →
	Exact match “Harbor Ithaka investment advisor focused on assisting ultra high net-worth clients, single-family offices and select financial institutions understand, track and manage global…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	Maredin Wealth Advisors	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	1-10	9 contacts →
	Exact match “Maredin Wealth Advisors (Maredin) is a boutique, independent, Registered Investment Advisor, based in Miami, Florida.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	Cgis Securities LLC	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	11-50	8 contacts →
	Exact match “CGIS provides client centered financial solutions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Sulzberger Capital Advisors	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	1-10	8 contacts →
	Exact match “Sulzberger Capital Advisors works with individual U.S.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	ASI Family Office	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	1-10	6 contacts →
	Exact match “We promise effective and comprehensive wealth management for you, your family and your business.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	Bradley & Company Private Wealth Management, LLC	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “We serve as a trusted partner of individuals and families, providing wealth management guidance and solutions based on a thorough a profound understanding of each client’s unique…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	Emergent Global Investments	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “Emergent Global Investments is boutique Wealth and Investment Management firm, focused on offer goals and values based investments.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	Matriarch Wealth Management	Exact match	Miami, FL, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “Everyone has their own definition of success, and it usually goes far beyond financial considerations.” 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 112 personalized investment platforms based in Miami, United States

See the full list, filter by size, metro and specialty, and access 1,245 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 29, 2026

57.0%Verified-email coverage

19.5Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Miami, so it is reported there. Company counts and contact totals on this page are exact for Miami, over 112 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 Miami, 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 1,245 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 Miami, United States?

RevenueBase identified 112 company matches for personalized investment platforms associated with Miami, 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?

Corient 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). Miami has 112.

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 1,245 professional contacts with verified work emails tracked across these 112 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.