Company lists · Data refreshed September 2026

Top 25 Personalized investment platforms based in Phoenix, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 73 companies tracked

RevenueBase identified 73 company matches for personalized investment platforms associated with Phoenix, United States as of September 2026 and tracks 356 professional contacts across them, including 161 with verified work emails. Across the United States, New York is the largest hub for this category (469 companies); Phoenix has 73.

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

73Companies

356Contacts tracked

161Verified emails

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

Ranked by team size

Top 25 of 73 company matches for personalized investment platforms based in Phoenix, 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	Foundations Investment Advisors, LLC	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 29, 2026	201-500	72 contacts →
	Exact match “Foundations Investment Advisors is an SEC Registered Investment Adviser (RIA).” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Strategy Financial Group	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 29, 2026	11-50	31 contacts →
	Exact match “You’ve worked hard your entire life.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Versant Capital Management, INC	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 29, 2026	11-50	29 contacts →
	Exact match “Offices in Dallas and Phoenix serving clients nationwide.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Longboard Asset Management	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 29, 2026	11-50	13 contacts →
	Exact match “Longboard was founded over two decades ago to specialize in alternative strategies.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	Trustbank Wealth Management	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 29, 2026	51-200	12 contacts →
	Exact match “TrustBank has over 107 years of expertise in the financial industry.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Bradley Wealth	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 29, 2026	1-10	9 contacts →
	Exact match “Bradley Wealth is a leading independent, boutique wealth management firm offering a comprehensive suite of financial planning and investment management solutions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Tandem Wealth Advisors	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 29, 2026	1-10	7 contacts →
	Exact match “Tandem Wealth Advisors is an investment management firm focused on investors' needs in an ever-changing world of increasing complexity.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Mathis Wealth Management	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 29, 2026	1-10	6 contacts →
	Exact match “At Mathis Wealth Management, our goal is to inspire you to live with purpose, while making educated and informed financial decisions in every aspect of your life.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Chichester Financial Group LLC	Exact match	Phoenix, United StatesHQ recorded Sep 29, 2026	1-10	6 contacts →
	Exact match “We are an independent, full service financial consulting firm specializing in personal wealth and 401(k) advising.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Lifelite Financial	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 29, 2026	1-10	6 contacts →
	Exact match “We pride ourselves on being a full-service financial company, offering our clients a variety of financial solutions in order to fit their unique needs.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Endeavor Advisors LLC	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “Our firm specializes in helping individuals develop sound retirement strategies.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Perspective Financial Services	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “Building financial freedom and living your best life is within everyone’s reach.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	The Valhalla Group	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Profound Financial, Pllc	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 29, 2026	11-50	5 contacts →
	Exact match “Profound Financial, PLLC offers a unique and customized holistic approach to all of our services and takes the time to understand our clients financial needs.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Meikle Financial Group	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “When it comes to your finances, there are several different paths you can choose, and it is important to find the one that best fits your unique situation.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Southwest Wealth Advisory Group, L.L.C	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Fern Financial Group, LLC	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Fern Financial was created with the fiduciary mindset that our clients come first.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	Eaton-Cambridge INC	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “At Eaton-Cambridge, we work with families and businesses who care deeply about the important things in life.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	L. ROY Papp & Associates LLP	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 29, 2026	11-50	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	Wiser Advisor Group	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Wiser Advisor is a relationship-driven financial advisory firm serving families, business owner, and nonprofit organizations.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Farnam Financial	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Farnam Financial is an independent investment advisory firm with physical offices across Arizona and Florida serving clients nationwide who are in retirement or nearing it.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	Emuna Wealth Management	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Emuna Wealth Management is committed to providing holistic financial strategies to clients combined with a unique client experience.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	RTS Private Wealth Management	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “We practice fiduciary wealth management, a prudent and methodical approach based on understanding not only your financial objectives but also your lifestyle and family values.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	Springsteel Investment Advisors, LLC	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Springsteel Investment Advisors, LLC is a Registered Investment Advisor firm serving Arizona personal and business clients in investment management, financial planning, retirement…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	SNP Financial Advisors	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “SNP Financial Advisors is a Registered Investment Advisor through the state of Arizona doing business in other states as well.” 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 73 personalized investment platforms based in Phoenix, United States

See the full list, filter by size, metro and specialty, and access 161 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 29, 2026

45.2%Verified-email coverage

4.9Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole United States list rather than for Phoenix, so it is reported there. Company counts and contact totals on this page are exact for Phoenix, over 73 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 Phoenix, 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 161 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 Phoenix, United States?

RevenueBase identified 73 company matches for personalized investment platforms associated with Phoenix, 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?

Foundations Investment Advisors, LLC 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). Phoenix has 73.

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 161 professional contacts with verified work emails tracked across these 73 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.