Company lists · Data refreshed September 2026

Top 25 Personalized investment platforms based in Seattle, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 77 companies tracked

RevenueBase identified 77 personalized investment platforms headquartered in Seattle, United States as of September 2026 and tracks 1,346 professional contacts across them, including 775 with verified work emails. Across the United States, New York is the largest hub for this category (450 companies); Seattle has 77.

This list covers personalized investment platforms headquartered in Seattle, 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

77Companies

1,346Contacts tracked

775Verified emails

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

Ranked by team size

Top 25 of 77 personalized investment platforms based in Seattle, 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	Parametric	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	501-1,000	669 contacts →
	Indirect evidence “Parametric partners with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients.” Source: RevenueBase Database · checked Sep 29, 2026
2	Laird Norton Wetherby	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	51-200	151 contacts →
	Indirect evidence “Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth.” Source: RevenueBase Database · checked Sep 29, 2026
3	Empirical Wealth Management	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	51-200	117 contacts →
	Indirect evidence “Complete financial peace of mind.” Source: RevenueBase Database · checked Sep 29, 2026
4	Badgley Phelps Wealth Managers	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	11-50	45 contacts →
	Indirect evidence “Since 1966, Badgley Phelps Wealth Managers has been dedicated to helping high-net-worth individuals, families, corporations, and foundations protect their assets and grow their…” Source: RevenueBase Database · checked Sep 29, 2026
5	Pillar Financial Group	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	11-50	29 contacts →
	Indirect evidence “Pillar Financial Group has over 200 years of combined experience in all areas of financial planning, including trust, fee based, advisory, business, retirement, tax strategies…” Source: RevenueBase Database · checked Sep 29, 2026
6	Merriman Wealth Management, LLC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	51-200	28 contacts →
	Indirect evidence “Wealth is the ability to fully experience life."-Thoreau At Merriman, we manage your wealth so you can lead your best life.” Source: RevenueBase Database · checked Sep 29, 2026
7	Mcadams Wright Ragen	Partial evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	51-200	26 contacts →
	Partial evidence “McAdams Wright Ragen, Inc.(MWR) is a majority employee-owned investment firm headquartered in the Pacific Northwest, with client assets under management of approximately $8…” Source: RevenueBase Database · checked Sep 29, 2026
8	Garde Capital, INC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	11-50	15 contacts →
	Indirect evidence “At Garde Capital, learning your story is our primary concern and the advice we provide will grow from there.” Source: RevenueBase Database · checked Sep 29, 2026
9	Hohimer Wealth Management	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	11-50	14 contacts →
	Indirect evidence “We are a Seattle based Wealth Management firm specializing in a White Glove / High Touch Experience for High Net Worth Individuals seeking the opportunity to work with a Firm…” Source: RevenueBase Database · checked Sep 29, 2026
10	Fulcrum Capital	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	11-50	13 contacts →
	Indirect evidence “Fulcrum Capital is a 100% independently owned, wealth management firm founded in 2007.” Source: RevenueBase Database · checked Sep 29, 2026
11	Pioneer Square Advisors, LLC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	11-50	13 contacts →
	Indirect evidence “Pioneer Square Advisors, LLC ("Pioneer") is an independent wealth management firm that offers a comprehensive suite of advisory services to high net worth clients and families.” Source: RevenueBase Database · checked Sep 29, 2026
12	Pacific Portfolio Consulting, LLC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	11-50	11 contacts →
	Indirect evidence “With over 20 years in the field of providing comprehensive financial guidance to individuals, families, and institutions, Pacific Portfolio’s team of advisors is personally and…” Source: RevenueBase Database · checked Sep 29, 2026
13	Kunath Karren Rinne & Atkin, LLC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1-10	8 contacts →
	Partial evidence “KKRA was founded in 1983 as a fee-only investment advisory firm with a dedication to its clients first and foremost.” Source: RevenueBase Database · checked Sep 29, 2026
14	Lenora Capital	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1-10	7 contacts →
	Indirect evidence “Lenora Capital was created in partnership with a group of family offices to deliver holistic private market solutions for deploying capital and providing comprehensive advisory…” Source: RevenueBase Database · checked Sep 29, 2026
15	Biddle Group	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1-10	7 contacts →
	Indirect evidence “Biddle Group was founded by an Executive Assistant with extensive experience working exclusively with high net-worth clients, our firm offers an unprecedented blend of personal…” Source: RevenueBase Database · checked Sep 29, 2026
16	Joshua Green Corporation	Partial evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1-10	7 contacts →
	Partial evidence “Joshua Green Corporation is a Investment Management company located in 1425 4th Ave Ste 420, Seattle, WA, United States.” Source: RevenueBase Database · checked Sep 29, 2026
17	The Simmons Group	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1-10	7 contacts →
	Indirect evidence “The Simmons Group is dedicated to the financial success of our clients.” Source: RevenueBase Database · checked Sep 29, 2026
18	NUKU	Partial evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1-10	7 contacts →
	Partial evidence “NUKU is an online investment manager offering individually-tailored and managed investment portfolios.” Source: RevenueBase Database · checked Sep 29, 2026
19	Ramsey & Associates, INC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1-10	7 contacts →
	Partial evidence “When you want a personalized financial plan based on your goals and designed to deliver your vision, there’s only one choice: Ramsey & Associates, Inc.” Source: RevenueBase Database · checked Sep 29, 2026
20	Greene Wealth Management, LLC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1-10	7 contacts →
	Partial evidence “Greene Wealth Management is a privately held independent Registered Investment Advisor providing financial planning, consulting, and investment management services to individuals…” Source: RevenueBase Database · checked Sep 29, 2026
21	Arrivity Financial Planning	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect evidence “Life isn’t about how much money you have, make, or spend.” Source: RevenueBase Database · checked Sep 29, 2026
22	Bear Mountain Capital INC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Partial evidence “We are a holistic wealth management firm that strives to provide top-tier financial planning and investment management services to our diverse client base.” Source: RevenueBase Database · checked Sep 29, 2026
23	The Lyman Group	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect evidence “The Lyman Group is a relationship-focused firm with 50 years of experience in asking the right questions, navigating choices, and creating financial strategies that advocate for…” Source: RevenueBase Database · checked Sep 29, 2026
24	Truenorth Wealth Advisors	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Indirect evidence “trueNorth is a Fee-Only wealth management firm, staffed by a team of CERTIFIED FINANCIAL PLANNING professionals.” Source: RevenueBase Database · checked Sep 29, 2026
25	Northern Lights Advisors INC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Indirect evidence “Northern Lights Advisors is a Seattle-based financial advisory and planning firm specializing in the financial complexities that accompany the local tech ecosystem and high-income…” 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 77 personalized investment platforms based in Seattle, United States

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

As of Sep 29, 2026

57.6%Verified-email coverage

17.5Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

Email recency for this list is measured across the whole United States list rather than for Seattle, so it is reported there. Company counts and contact totals on this page are exact for Seattle, over 77 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 Seattle, 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 Seattle 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, 775 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 Seattle, United States?

RevenueBase identified 77 personalized investment platforms headquartered in Seattle, 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?

Parametric, headquartered in Seattle, 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). Seattle has 77.

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 775 verified decision-maker contacts tracked across these 77 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.