Company lists · Data refreshed September 2026

Top 25 Personalized investment platforms based in Scottsdale, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 129 companies tracked

RevenueBase identified 129 personalized investment platforms headquartered in Scottsdale, United States as of September 2026 and tracks 1,006 professional contacts across them, including 389 with verified work emails. Across the United States, New York is the largest hub for this category (450 companies); Scottsdale has 129.

This list covers personalized investment platforms headquartered in Scottsdale, 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

129Companies

1,006Contacts tracked

389Verified emails

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

Ranked by team size

Top 25 of 129 personalized investment platforms based in Scottsdale, 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	Trajan Wealth LLC	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 29, 2026	51-200	98 contacts →
	Partial evidence “Trajan Wealth is a Family Office Trajan Wealth is a Registered Investment Advisor (RIA) and family office offering integrated wealth management, tax planning, estate planning…” Source: RevenueBase Database · checked Sep 29, 2026
2	Ffec Wealth Partners	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 29, 2026	51-200	95 contacts →
	Indirect evidence “As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing.” Source: RevenueBase Database · checked Sep 29, 2026
3	Wilde Wealth Management Group	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 29, 2026	11-50	56 contacts →
	Indirect evidence “Wilde Wealth Management Group.A Personal Approach to Wealth Management!” Source: RevenueBase Database · checked Sep 29, 2026
4	Ijoin, A Broadridge Company	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 29, 2026	11-50	24 contacts →
	Partial evidence “iJoin’s highly personalized goal-based retirement plan experience helps people immediately understand their retirement funding needs and encourages simple actions to get on track.” Source: RevenueBase Database · checked Sep 29, 2026
5	Watermark Wealth Strategies, LLC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 29, 2026	11-50	23 contacts →
	Indirect evidence “Watermark Wealth Strategies was created to answer the call for financial services that steward wealth with responsibility, integrity, and transparency.” Source: RevenueBase Database · checked Sep 29, 2026
6	Calchoice Financial	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 29, 2026	1-10	23 contacts →
	Partial evidence “Every investment firm has principles and a mission statement.” Source: RevenueBase Database · checked Sep 29, 2026
7	Ironwood Investment Counsel	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 29, 2026	11-50	21 contacts →
	Partial evidence “Ironwood Investment Counsel is a privately owned Registered Investment Advisor (RIA) located in Scottsdale, Arizona.” Source: RevenueBase Database · checked Sep 29, 2026
8	Sensible Money, LLC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 29, 2026	11-50	20 contacts →
	Indirect evidence “Sensible Money is a fee-only wealth management firm that brings calm, clarity, and comfort to retirement planning with straight forward, step-by-step advice from independent…” Source: RevenueBase Database · checked Sep 29, 2026
9	Iflip Invest	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 29, 2026	11-50	18 contacts →
	Indirect evidence “At iFlip, we believe you should have access to the same tools and data as Wall Street professionals.” Source: RevenueBase Database · checked Sep 29, 2026
10	Laffer Tengler Investments	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 29, 2026	11-50	16 contacts →
	Partial evidence “Laffer Tengler Investments* is a talented team of professionals that takes a strategic, data-driven approach to managing your assets.” Source: RevenueBase Database · checked Sep 29, 2026
11	ONE Wealth	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 29, 2026	11-50	14 contacts →
	Indirect evidence “The financial world can be overwhelming.” Source: RevenueBase Database · checked Sep 29, 2026
12	WT Wealth Management	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 29, 2026	11-50	13 contacts →
	Indirect evidence “Our approach to portfolio management keeps us focused on your long-term objectives while providing flexibility to capitalize on shorter-term opportunities.” Source: RevenueBase Database · checked Sep 29, 2026
13	Bayntree Wealth Advisors	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 29, 2026	11-50	12 contacts →
	Indirect evidence “Bayntree Wealth Advisors provides comprehensive Financial Planning and Wealth Management services.” Source: RevenueBase Database · checked Sep 29, 2026
14	One2one Wealth Strategies	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 29, 2026	11-50	12 contacts →
	Partial evidence “One2One Wealth Strategies specializes in retirement planning, investment strategy, insurance planning, and wealth management services for investors.” Source: RevenueBase Database · checked Sep 29, 2026
15	Silvertree Wealth Partners	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 29, 2026	11-50	10 contacts →
	Indirect evidence “We take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person.” Source: RevenueBase Database · checked Sep 29, 2026
16	Netvest Financial, LLC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 29, 2026	11-50	10 contacts →
	Indirect evidence “NetVEST Financial LLC is an independent wealth and estate management practice that utilizes a unique blend of professionals to address our client’s varied financial needs.” Source: RevenueBase Database · checked Sep 29, 2026
17	Capital Insight Partners. LLC	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 29, 2026	1-10	10 contacts →
	Partial evidence “Capital Insight Partners is a family office providing investment management services to high net worth families, corporate retirement plans, and select financial advisors.” Source: RevenueBase Database · checked Sep 29, 2026
18	Juniper Wealth Management	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 29, 2026	11-50	10 contacts →
	Indirect evidence “The Juniper Wealth Management Financial Confidence Through Financial Clarity Philosophy is built around transparency, clarity, and simplicity.” Source: RevenueBase Database · checked Sep 29, 2026
19	Jackson Roskelley Wealth Advisors	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 29, 2026	1-10	10 contacts →
	Indirect evidence “At Jackson/Roskelley Wealth Advisors, an independent and fee-based practice, we believe that asking thoughtful questions like this one can lead to thoughtful financial plans.” Source: RevenueBase Database · checked Sep 29, 2026
20	Signature Wealth Concepts	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 29, 2026	1-10	9 contacts →
	Indirect evidence “Signature Wealth Concepts was founded in 2018 by a group of like-minded professionals looking to create an organization designed to deliver superior excellence to our clients.” Source: RevenueBase Database · checked Sep 29, 2026
21	Progressive Financial Concepts	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 29, 2026	11-50	9 contacts →
	Indirect evidence “Progressive Financial Concepts provides access to a team of highly trained professionals organized strategically to solve problems and create solutions to advanced areas of wealth…” Source: RevenueBase Database · checked Sep 29, 2026
22	Juncture Wealth Strategies, LLC	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 29, 2026	1-10	8 contacts →
	Partial evidence “Juncture Wealth Strategies is a boutique investment firm with institutional resources, offering intelligent, independent investment management and wealth advocacy to…” Source: RevenueBase Database · checked Sep 29, 2026
23	Exeter Financial	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 29, 2026	1-10	8 contacts →
	Indirect evidence “Exeter Financial is a Wealth Management Firm that is comprised of highly specialized professionals in the areas of investing, estate and trust planning, and tax planning.” Source: RevenueBase Database · checked Sep 29, 2026
24	Suncrest Wealth Management	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 29, 2026	1-10	8 contacts →
	Indirect evidence “We serve a select group of clients nationwide who are either planning for or currently enjoying retirement.” Source: RevenueBase Database · checked Sep 29, 2026
25	Blakely Walters	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 29, 2026	11-50	7 contacts →
	Indirect evidence “At Blakely Walters, planning starts with you.” 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 25 of 129 personalized investment platforms based in Scottsdale, United States

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

As of Sep 29, 2026

38.7%Verified-email coverage

7.8Average 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 Scottsdale, so it is reported there. Company counts and contact totals on this page are exact for Scottsdale, over 129 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 Scottsdale, 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 Scottsdale 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, 389 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 Scottsdale, United States?

RevenueBase identified 129 personalized investment platforms headquartered in Scottsdale, 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?

Trajan Wealth LLC, headquartered in Scottsdale, 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). Scottsdale has 129.

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 389 verified decision-maker contacts tracked across these 129 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.