Company lists · Data refreshed September 2026

Top 12 Private equity advisors based in Greenwood Village, United States

RevenueBase identified 25 private equity advisors headquartered in Greenwood Village, United States as of September 2026 and tracks 239 professional contacts across them, including 88 with verified work emails. New York is the largest hub.

This list covers private equity advisors headquartered in Greenwood Village, 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, how directly it supports the match, and when it was last checked. Data refreshed September 5, 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 HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review
25Companies
239Contacts tracked
88Verified emails
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The 12 largest private equity advisors based in Greenwood Village, United States

Ranked by team size
Top 12 of 25 private equity advisors based in Greenwood Village, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private equity advisors: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Wealth StrategiesIndirect evidence
Greenwood Village, CO, United StatesHQ checked Sep 5, 202651-20096

“At Wealth Strategies, financial success is about more than growing assets.”

Source: company website · checked Sep 5, 2026
2
SDR VenturesStrong evidence
Greenwood Village, CO, United StatesHQ checked Sep 5, 202611-5034

“SDR Ventures offers M&A transaction advisory and private capital formation services across a wide range of industries.”

Source: company website · checked Sep 5, 2026
3
Heirloom Wealth ManagementIndirect evidence
Greenwood Village, CO, United StatesHQ checked Sep 5, 202611-5024

“At Heirloom Wealth Management we focus on understanding and anticipating the unique needs and goals of individuals, families, and foundations.”

Source: company website · checked Sep 5, 2026
4
Dodds WealthStrong evidence
Greenwood Village, CO, United StatesHQ checked Sep 5, 20261-1010

“Dodds Wealth is a privately owned financial advisory firm dedicated to delivering exceptional personalized service to a select group of clients.”

Source: company website · checked Sep 5, 2026
5Greenwood Village, CO, United StatesHQ checked Sep 5, 202611-509

“Carter Mackenzie International was established in 1996.”

Source: company website · checked Sep 5, 2026
6
Tandem Financial, LLCPartial evidence
Greenwood Village, CO, United StatesHQ checked Sep 5, 20261-107

“Tandem Financial is a full-service financial advisory firm specializing in all aspects of personal finance including, but not limited to, financial planning, wealth management…”

Source: company website · checked Sep 5, 2026
7Greenwood Village, CO, United StatesHQ checked Sep 5, 20261-104

“It's time to think differently about your business and your money.”

Source: company website · checked Sep 5, 2026
8
PI Wealth ManagementIndirect evidence
Greenwood Village, CO, United StatesHQ checked Sep 5, 20261-103

“Here at pi Wealth Management we strive to help you define what "Wealth Before Money" means to you.”

Source: company website · checked Sep 5, 2026
9
Exelis GroupPartial evidence
Greenwood Village, CO, United StatesHQ checked Sep 5, 20261-103

“Exelis Group is a boutique C-Suite advisory firm that delivers lasting enterprise value through strategic advisory, performance improvement, and interim leadership.”

Source: company website · checked Sep 5, 2026
10
West END Wealth ManagementIndirect evidence
Greenwood Village, CO, United StatesHQ checked Sep 5, 20261-102

“West End Wealth Management was built on the principle that high net worth individuals and their families deserve a relationship driven experience with customized options.”

Source: company website · checked Sep 5, 2026
11
Luna Wealth ManagementIndirect evidence
Greenwood Village, CO, United StatesHQ checked Sep 5, 20261-102

“The financial world can be a confusing, stressful place, but at Luna Wealth Management, Russ believes that true peace of mind comes from having trust in your plan.”

Source: company website · checked Sep 5, 2026
12Greenwood Village, CO, United StatesHQ checked Sep 5, 20261-101

“Our purpose at Front Range Wealth Management is to deliver professional financial guidance and personalized service with the goal to help you build and preserve your wealth…”

Source: company website · checked Sep 5, 2026

Showing 12 of 25 private equity advisors based in Greenwood Village, United States

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Private equity advisors based in Greenwood Village, United States at a glance

As of Sep 5, 2026
1-10Median size (employees)
New YorkLargest hub · 988 HQs
Contacts with mobile numbers
Sep 5, 2026Data refreshed

Companies by employee count

1-10
18
11-50
5
51-200
2

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Greenwood Village, over 25 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 private equity advisors, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Greenwood Village, United States whose own description of what they do matches “private equity advisors”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among private equity advisors, and records with no verified work email. Companies headquartered outside Greenwood Village 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 an evidence 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, 88 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 5, 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.

Private equity advisors by metro in the United States

Frequently asked

How many private equity advisors are there based in Greenwood Village, United States?

RevenueBase identified 25 private equity advisors headquartered in Greenwood Village, 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?

Wealth Strategies, headquartered in Greenwood Village, tops this list with the largest team on record.

Which city has the most private equity advisors?

New York leads with 988 headquartered companies, followed by Chicago (263) and Miami (202).

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 88 verified decision-maker contacts tracked across these 25 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 5, 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.