Company lists · Data refreshed September 2026

Top 20 Specialist investment managers based in Colorado Springs, United States

RevenueBase identified 30 specialist investment managers headquartered in Colorado Springs, United States as of September 2026 and tracks 206 professional contacts across them, including 96 with verified work emails. New York is the largest hub.

This list covers specialist investment managers headquartered in Colorado Springs, 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 22, 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 22, 2026 86% judged on-target in blind review
30Companies
206Contacts tracked
96Verified emails
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The 20 largest specialist investment managers based in Colorado Springs, United States

Ranked by team size
Top 20 of 30 specialist investment managers based in Colorado Springs, United States, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to specialist investment managers: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceColorado Springs, CO, United StatesHQ checked Sep 22, 202651-20059 contacts →

Partial evidence

“Summit Wealth Group is an independent wealth management firm whose vision was born out of a simple desire to enable clients to reach their fullest financial and personal potential.”

Source: RevenueBase Database · checked Sep 22, 2026
2Indirect evidenceColorado Springs, CO, United StatesHQ checked Sep 22, 202611-5020 contacts →

Indirect evidence

“We want to be more than your financial services professional; We want to be your financial partner.”

Source: RevenueBase Database · checked Sep 22, 2026
3Partial evidenceColorado Springs, CO, United StatesHQ checked Sep 22, 20261-1015 contacts →

Partial evidence

“We are investment professionals, with over 100 years of combined investment experience, who have established an investment firm that puts the interests of the client and…”

Source: RevenueBase Database · checked Sep 22, 2026
4Indirect evidenceColorado Springs, CO, United StatesHQ checked Sep 22, 202611-5012 contacts →

Indirect evidence

“ASPEN CREEK WEALTH STRATEGIES is a company based out of Colorado Springs, Colorado, United States.”

Source: RevenueBase Database · checked Sep 22, 2026
5Indirect evidenceColorado Springs, CO, United StatesHQ checked Sep 22, 20261-109 contacts →

Indirect evidence

“Intergy Private Wealth was founded in 2021 by Mark Perrault, CFP®, RICP®, MBA, and Charlie Dunn, CFP®, RICP®, whose partnership began formally in 2016.”

Source: RevenueBase Database · checked Sep 22, 2026
6Indirect evidenceColorado Springs, CO, United StatesHQ checked Sep 22, 20261-109 contacts →

Indirect evidence

“At Confidence Financial Partners, we empower you to live your best life with confidence, freedom, and purpose.”

Source: RevenueBase Database · checked Sep 22, 2026
7Indirect evidenceColorado Springs, CO, United StatesHQ checked Sep 22, 20261-105 contacts →

Indirect evidence

“At Bennco, we help individuals and families plan for retirement in a way that feels clear and personal.”

Source: RevenueBase Database · checked Sep 22, 2026
8Partial evidenceColorado Springs, CO, United StatesHQ checked Sep 22, 20261-105 contacts →

Partial evidence

“Season Investments helps accomplished families, business owners, executives, and organizations grow and protect wealth through every season of life.”

Source: RevenueBase Database · checked Sep 22, 2026
9Strong evidenceColorado Springs, CO, United StatesHQ checked Sep 22, 20261-105 contacts →

Strong evidence

“nVest Advisors is a family-owned RIA firm in Colorado offering world-class investment management and financial planning services for individuals, families, and small businesses…”

Source: RevenueBase Database · checked Sep 22, 2026
10Partial evidenceColorado Springs, CO, United StatesHQ checked Sep 22, 20261-105 contacts →

Partial evidence

“Swan Wealth Management, a Wealth Management located in Colorado Springs, CO is, dedicated to helping our clients achieve a more secure secure financial future.”

Source: RevenueBase Database · checked Sep 22, 2026
11Indirect evidenceColorado Springs, CO, United StatesHQ checked Sep 22, 202611-504 contacts →

Indirect evidence

“Capstone built our reputation on friendly service, impeccable honesty, and respect for every client.”

Source: RevenueBase Database · checked Sep 22, 2026
12Partial evidenceColorado Springs, CO, United StatesHQ checked Sep 22, 202611-504 contacts →

Partial evidence

“Resolute Investment Advisors, LLC (RIA) is an independent-minded financial advisory practice dedicated to serving sophisticated, high-net-worth families in a fiduciary…”

Source: RevenueBase Database · checked Sep 22, 2026
13Indirect evidenceColorado Springs, CO, United StatesHQ checked Sep 22, 20261-103 contacts →

Indirect evidence

“From keep-it-simple to private wealth plans, our clients span the gamut and so do our investing tools.”

Source: RevenueBase Database · checked Sep 22, 2026
14Indirect evidenceColorado Springs, CO, United StatesHQ checked Sep 22, 20261-103 contacts →

Indirect evidence

“We are a pioneering provider of integrative fiduciary wealth solutions.”

Source: RevenueBase Database · checked Sep 22, 2026
15Indirect evidenceColorado Springs, CO, United StatesHQ checked Sep 22, 20261-102 contacts →

Indirect evidence

“Financial Success does not happen by accident.”

Source: RevenueBase Database · checked Sep 22, 2026
16Partial evidenceColorado Springs, CO, United StatesHQ checked Sep 22, 20261-102 contacts →

Partial evidence

“At Mont Wealth, skilled financial planners and investment executives provide you with the necessary leadership, information, and knowledge to navigate the complex and evolving…”

Source: RevenueBase Database · checked Sep 22, 2026
17Partial evidenceColorado Springs, CO, United StatesHQ checked Sep 22, 20261-102 contacts →

Partial evidence

“Cobalt Private Wealth offers comprehensive wealth management to help clients grow, manage and protect their wealth.”

Source: RevenueBase Database · checked Sep 22, 2026
18Partial evidenceColorado Springs, CO, United StatesHQ checked Sep 22, 20261-101 contacts →

Partial evidence

“WHAT IS PAPA WEALTH MANAGEMENT?”

Source: RevenueBase Database · checked Sep 22, 2026
19Strong evidenceColorado Springs, CO, United StatesHQ checked Sep 22, 20261-101 contacts →

Strong evidence

“Vailshire exists to help people live well and invest wisely through innovative portfolio management strategies, actionable health and investment advice, and extraordinary customer…”

Source: RevenueBase Database · checked Sep 22, 2026
20Partial evidenceColorado Springs, CO, United StatesHQ checked Sep 22, 20261-101 contacts →

Partial evidence

“At EJS Wealth Management, we have been helping high net worth individuals achieve their financial goals for over 40 years.”

Source: RevenueBase Database · checked Sep 22, 2026

Showing 20 of 30 specialist investment managers based in Colorado Springs, United States

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Specialist investment managers based in Colorado Springs, United States at a glance

As of Sep 22, 2026
46.6%Verified-email coverage
6.9Average contacts per company
1-10Median size (employees)
3403.3%Largest-city concentration · New York
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
23
11-50
6
51-200
1

Email recency for this list is measured across the whole United States list rather than for Colorado Springs, so it is reported there. Company counts and contact totals on this page are exact for Colorado Springs, over 30 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 specialist investment managers, 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 Colorado Springs, United States whose own description of what they do matches “specialist investment managers”. 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 specialist investment managers), 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 specialist investment managers, and records with no verified work email. Companies headquartered outside Colorado Springs 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, 96 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 22, 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.

Specialist investment managers 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 specialist investment managers, 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 specialist investment managers are there based in Colorado Springs, United States?

RevenueBase identified 30 specialist investment managers headquartered in Colorado Springs, 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?

Summit Wealth Group, headquartered in Colorado Springs, tops this list with the largest team on record.

Which city has the most specialist investment managers?

New York leads with 1021 headquartered companies, followed by Chicago (270) and Miami (238).

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 96 verified decision-maker contacts tracked across these 30 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 22, 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.