Company lists · Data refreshed November 2026
Top 25 Savings coaches based in the United States
RevenueBase identified 546 company matches for savings coaches associated with the United States as of November 2026 and tracks 3,259 professional contacts across them, including 628 with verified work emails. New York is the largest hub.
This list covers company matches for savings coaches associated with the 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 November 6, 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.
The 25 largest savings coaches based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 195 contacts → | ||||
Exact match “Ready to transform your relationship with money?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 124 contacts → | ||||
Exact match “With an evolving mission beyond education savings, Virginia529 is now Commonwealth Savers, offering a variety of saving programs to ensure Virginians, and beyond, achieve their…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 74 contacts → | ||||
Exact match “Millions of people follow financial advice that prevents them from achieving the future they deserve.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 51 contacts → | ||||
Exact match “Our mission is to help people find money happiness.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 40 contacts → | ||||
Exact match “Hiatus was founded in 2016 in order to democratize financial advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 26 contacts → | ||||
Exact match “SmartPath is the leading provider of comprehensive financial education solutions in the country.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 24 contacts → | ||||
Exact match “Sunny Day Fund is on a mission to power financial health for all, starting with workplace emergency savings.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 24 contacts → | ||||
Exact match “Managing your finances can be complicated and stressful.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 22 contacts → | ||||
Exact match “At INSPiRE Financial Group, we believe there are five core areas that people need to continually improve in to be (and feel) successful.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 19 contacts → | ||||
Exact match “The Life Group educates people and their families on how to see the big picture of their finances so they can identify and reach personal goals by maximizing and protecting their…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 16 contacts → | ||||
Exact match “At Egan, Berger & Weiner, LLC (EBW) we combine financial planning and coaching to help our clients turn dreams into reality.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 13 contacts → | ||||
Exact match “We work with people to identify the unique building blocks that will form their desired financial futures.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 13 contacts → | ||||
Exact match “OneEleven is a financial wellness platform that combines education and technology with the empathy of real human coaches to help people develop healthy money habits that maximize…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 13 contacts → | ||||
Exact match “WalletGyde provides an easier way to save your money.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 10 contacts → | ||||
Exact match “At Balance, our goal is to guide our clients through financial empowerment to accomplish their personal goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 10 contacts → | ||||
Exact match “TomiPlan is a subscription-based financial coaching firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 10 contacts → | ||||
Exact match “Kingdom Financial is a full-service financial company, offering coaching in every area of your financial life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 9 contacts → | ||||
Exact match “At Financial Wealth Solutions, Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 9 contacts → | ||||
Exact match “EDUCATE-GUIDE-EMPOWER.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 9 contacts → | ||||
Exact match “Lendvia is committed to supporting your financial health by offering personalized insights and guidance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 9 contacts → | ||||
Exact match “At Innergy Financial, we help people develop a strong, healthy relationship with their money.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 9 contacts → | ||||
Exact match “Money becomes top of mind usually when big life events happen.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 9 contacts → | ||||
Exact match “Financial wellness, rooted in impact.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 8 contacts → | ||||
Exact match “At SIMMER, we make financial literacy fun, approachable, and actionable.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 8 contacts → | ||||
Exact match “Through our specialized divisions, CreditUnlocked™, Investara Advisory, and Investara Research, we help organizations and communities build the knowledge, strategies, and…” Recorded in the RevenueBase company graph · Nov 6, 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 “savings coaches”. 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 546 savings coaches based in the United States
See the full list, filter by size, metro and specialty, and access 628 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Savings coaches based in the United States at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 546 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 the United States whose business descriptions match “savings coaches” 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 628 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 November 6, 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.
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 “savings coaches”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many savings coaches are there based in the United States?
RevenueBase identified 546 company matches for savings coaches associated with the United States as of November 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?
YNAB tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most savings coaches?
New York leads with 25 company records, followed by Chicago (17) and Los Angeles (13).
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 628 professional contacts with verified work emails tracked across these 546 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 546 savings coaches based in the United States. Start with a free account, no credit card.
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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.
More company lists
Company intelligence · public preview
Top 25 savings coaches based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 546 matching company records for savings coaches based in the United States, with 3,259 tracked contacts and 628 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 savings coaches based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  YNABynab.comHQ: Lehi, ID, United StatesReported employees: 201-500 | Lehi, ID, United States | 201-500 | Exact match | 195 contacts → |
“Ready to transform your relationship with money?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Commonwealth Saverscommonwealthsavers.comHQ: North Chesterfield, VA, United StatesReported employees: 51-200 | North Chesterfield, VA, United States | 51-200 | Exact match | 124 contacts → |
“With an evolving mission beyond education savings, Virginia529 is now Commonwealth Savers, offering a variety of saving programs to ensure Virginians, and beyond, achieve their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Paradigm Lifeparadigmlife.netHQ: Salt Lake City, UT, United StatesReported employees: 51-200 | Salt Lake City, UT, United States | 51-200 | Exact match | 74 contacts → |
“Millions of people follow financial advice that prevents them from achieving the future they deserve.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Qapitalqapital.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 51 contacts → |
“Our mission is to help people find money happiness.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Hiatushiatusapp.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 40 contacts → |
“Hiatus was founded in 2016 in order to democratize financial advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Smartpathjoinsmartpath.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 26 contacts → |
“SmartPath is the leading provider of comprehensive financial education solutions in the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Sunny DAY Fundsunnydayfund.comHQ: Arlington, United StatesReported employees: 11-50 | Arlington, United States | 11-50 | Exact match | 24 contacts → |
“Sunny Day Fund is on a mission to power financial health for all, starting with workplace emergency savings.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Learnvestlearnvest.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 24 contacts → |
“Managing your finances can be complicated and stressful.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Inspire Financial Groupplanwithinspire.comHQ: Tulsa, OK, United StatesReported employees: 11-50 | Tulsa, OK, United States | 11-50 | Exact match | 22 contacts → |
“At INSPiRE Financial Group, we believe there are five core areas that people need to continually improve in to be (and feel) successful.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  The Life Group Financial Servicesthelifegroupllc.comHQ: Dubuque, IA, United StatesReported employees: 11-50 | Dubuque, IA, United States | 11-50 | Exact match | 19 contacts → |
“The Life Group educates people and their families on how to see the big picture of their finances so they can identify and reach personal goals by maximizing and protecting their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Egan, Berger & Weiner, LLCebwllc.comHQ: Vienna, VA, United StatesReported employees: 11-50 | Vienna, VA, United States | 11-50 | Exact match | 16 contacts → |
“At Egan, Berger & Weiner, LLC (EBW) we combine financial planning and coaching to help our clients turn dreams into reality.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Apollon Financialapollonfinancial.comHQ: Downers Grove, IL, United StatesReported employees: 11-50 | Downers Grove, IL, United States | 11-50 | Exact match | 13 contacts → |
“We work with people to identify the unique building blocks that will form their desired financial futures.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Oneeleven Financial Wellnessoneeleven.coHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 13 contacts → |
“OneEleven is a financial wellness platform that combines education and technology with the empathy of real human coaches to help people develop healthy money habits that maximize…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Walletgydewalletgyde.comHQ: Denver, CO, United StatesReported employees: 1-10 | Denver, CO, United States | 1-10 | Exact match | 13 contacts → |
“WalletGyde provides an easier way to save your money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Balance Wealthbalancewealth.comHQ: Columbus, TX, United StatesReported employees: 1-10 | Columbus, TX, United States | 1-10 | Exact match | 10 contacts → |
“At Balance, our goal is to guide our clients through financial empowerment to accomplish their personal goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Tomiplantomiplan.comHQ: Salt Lake City, UT, United StatesReported employees: 11-50 | Salt Lake City, UT, United States | 11-50 | Exact match | 10 contacts → |
“TomiPlan is a subscription-based financial coaching firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Kingdom Financial LLCkingdomfinancialstrategy.comHQ: Carlyle, IL, United StatesReported employees: 1-10 | Carlyle, IL, United States | 1-10 | Exact match | 10 contacts → |
“Kingdom Financial is a full-service financial company, offering coaching in every area of your financial life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Financial Wealth Solutionsfinancialwealthsolutions.comHQ: Centennial, MA, United StatesReported employees: 11-50 | Centennial, MA, United States | 11-50 | Exact match | 9 contacts → |
“At Financial Wealth Solutions, Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Dupree Financial Groupdupreefinancial.comHQ: Lexington, KY, United StatesReported employees: 1-10 | Lexington, KY, United States | 1-10 | Exact match | 9 contacts → |
“EDUCATE-GUIDE-EMPOWER.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Lendvia Financiallendvia.comHQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 9 contacts → |
“Lendvia is committed to supporting your financial health by offering personalized insights and guidance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Innergy Financial & Insurance Servicesinnergyfinancial.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 9 contacts → |
“At Innergy Financial, we help people develop a strong, healthy relationship with their money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Moneywellthmoneywellth.comHQ: Eugene, OR, United StatesReported employees: 11-50 | Eugene, OR, United States | 11-50 | Exact match | 9 contacts → |
“Money becomes top of mind usually when big life events happen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Enrich Financial Wellnessenrich.orgHQ: Cardiff By The Sea, CA, United StatesReported employees: 51-200 | Cardiff By The Sea, CA, United States | 51-200 | Exact match | 9 contacts → |
“Financial wellness, rooted in impact.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Simmer APP AIsimmerapp.aiHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 8 contacts → |
“At SIMMER, we make financial literacy fun, approachable, and actionable.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Investarainvestara.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 8 contacts → |
“Through our specialized divisions, CreditUnlocked™, Investara Advisory, and Investara Research, we help organizations and communities build the knowledge, strategies, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 546 company matches
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Savings coaches: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
546 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 546 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for savings coaches?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many savings coaches did RevenueBase find based in the United States?
The saved snapshot records 546 matching company records, 3,259 tracked contacts and 628 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Savings coaches by geography
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 savings coaches based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/savings-coaches/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 savings coaches based in the United States
RevenueBase records 546 matching company records for savings coaches based in the United States, with 3,259 tracked contacts and 628 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 savings coaches based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | YNABynab.com HQ: Lehi, ID, United StatesReported employees: 201-500 | Lehi, ID, United States | 201-500 | Exact match | 195 contacts → |
“Ready to transform your relationship with money?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Commonwealth Saverscommonwealthsavers.com HQ: North Chesterfield, VA, United StatesReported employees: 51-200 | North Chesterfield, VA, United States | 51-200 | Exact match | 124 contacts → |
“With an evolving mission beyond education savings, Virginia529 is now Commonwealth Savers, offering a variety of saving programs to ensure Virginians, and beyond, achieve their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Paradigm Lifeparadigmlife.net HQ: Salt Lake City, UT, United StatesReported employees: 51-200 | Salt Lake City, UT, United States | 51-200 | Exact match | 74 contacts → |
“Millions of people follow financial advice that prevents them from achieving the future they deserve.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Qapitalqapital.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 51 contacts → |
“Our mission is to help people find money happiness.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Hiatushiatusapp.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 40 contacts → |
“Hiatus was founded in 2016 in order to democratize financial advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Smartpathjoinsmartpath.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 26 contacts → |
“SmartPath is the leading provider of comprehensive financial education solutions in the country.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Sunny DAY Fundsunnydayfund.com HQ: Arlington, United StatesReported employees: 11-50 | Arlington, United States | 11-50 | Exact match | 24 contacts → |
“Sunny Day Fund is on a mission to power financial health for all, starting with workplace emergency savings.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Learnvestlearnvest.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 24 contacts → |
“Managing your finances can be complicated and stressful.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Inspire Financial Groupplanwithinspire.com HQ: Tulsa, OK, United StatesReported employees: 11-50 | Tulsa, OK, United States | 11-50 | Exact match | 22 contacts → |
“At INSPiRE Financial Group, we believe there are five core areas that people need to continually improve in to be (and feel) successful.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | The Life Group Financial Servicesthelifegroupllc.com HQ: Dubuque, IA, United StatesReported employees: 11-50 | Dubuque, IA, United States | 11-50 | Exact match | 19 contacts → |
“The Life Group educates people and their families on how to see the big picture of their finances so they can identify and reach personal goals by maximizing and protecting their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Egan, Berger & Weiner, LLCebwllc.com HQ: Vienna, VA, United StatesReported employees: 11-50 | Vienna, VA, United States | 11-50 | Exact match | 16 contacts → |
“At Egan, Berger & Weiner, LLC (EBW) we combine financial planning and coaching to help our clients turn dreams into reality.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Apollon Financialapollonfinancial.com HQ: Downers Grove, IL, United StatesReported employees: 11-50 | Downers Grove, IL, United States | 11-50 | Exact match | 13 contacts → |
“We work with people to identify the unique building blocks that will form their desired financial futures.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Oneeleven Financial Wellnessoneeleven.co HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 13 contacts → |
“OneEleven is a financial wellness platform that combines education and technology with the empathy of real human coaches to help people develop healthy money habits that maximize…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Walletgydewalletgyde.com HQ: Denver, CO, United StatesReported employees: 1-10 | Denver, CO, United States | 1-10 | Exact match | 13 contacts → |
“WalletGyde provides an easier way to save your money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Balance Wealthbalancewealth.com HQ: Columbus, TX, United StatesReported employees: 1-10 | Columbus, TX, United States | 1-10 | Exact match | 10 contacts → |
“At Balance, our goal is to guide our clients through financial empowerment to accomplish their personal goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Tomiplantomiplan.com HQ: Salt Lake City, UT, United StatesReported employees: 11-50 | Salt Lake City, UT, United States | 11-50 | Exact match | 10 contacts → |
“TomiPlan is a subscription-based financial coaching firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Kingdom Financial LLCkingdomfinancialstrategy.com HQ: Carlyle, IL, United StatesReported employees: 1-10 | Carlyle, IL, United States | 1-10 | Exact match | 10 contacts → |
“Kingdom Financial is a full-service financial company, offering coaching in every area of your financial life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Financial Wealth Solutionsfinancialwealthsolutions.com HQ: Centennial, MA, United StatesReported employees: 11-50 | Centennial, MA, United States | 11-50 | Exact match | 9 contacts → |
“At Financial Wealth Solutions, Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Dupree Financial Groupdupreefinancial.com HQ: Lexington, KY, United StatesReported employees: 1-10 | Lexington, KY, United States | 1-10 | Exact match | 9 contacts → |
“EDUCATE-GUIDE-EMPOWER.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Lendvia Financiallendvia.com HQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 9 contacts → |
“Lendvia is committed to supporting your financial health by offering personalized insights and guidance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Innergy Financial & Insurance Servicesinnergyfinancial.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 9 contacts → |
“At Innergy Financial, we help people develop a strong, healthy relationship with their money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Moneywellthmoneywellth.com HQ: Eugene, OR, United StatesReported employees: 11-50 | Eugene, OR, United States | 11-50 | Exact match | 9 contacts → |
“Money becomes top of mind usually when big life events happen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Enrich Financial Wellnessenrich.org HQ: Cardiff By The Sea, CA, United StatesReported employees: 51-200 | Cardiff By The Sea, CA, United States | 51-200 | Exact match | 9 contacts → |
“Financial wellness, rooted in impact.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Simmer APP AIsimmerapp.ai HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 8 contacts → |
“At SIMMER, we make financial literacy fun, approachable, and actionable.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Investarainvestara.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 8 contacts → |
“Through our specialized divisions, CreditUnlocked™, Investara Advisory, and Investara Research, we help organizations and communities build the knowledge, strategies, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 546 company matches
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Savings coaches: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
546 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 546 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for savings coaches?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many savings coaches did RevenueBase find based in the United States?
The saved snapshot records 546 matching company records, 3,259 tracked contacts and 628 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 savings coaches based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/savings-coaches/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗