Company lists · Data refreshed November 2026

Top 25 Spin-off advisors based in the United States

RevenueBase identified 222 company matches for spin-off advisors associated with the United States as of November 2026 and tracks 1,206 professional contacts across them, including 293 with verified work emails. New York is the largest hub.

This list covers company matches for spin-off advisors 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
222Companies
1,206Contacts tracked
293Verified emails
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The 25 largest spin-off advisors based in the United States

Ranked by team size
Top 25 of 222 company matches for spin-off advisors based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchMiami, FL, United StatesHQ recorded Nov 6, 202611-50101 contacts →

Exact match

“We believe in innovation, invention, and disruptive ideas.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchSan Ramon, CA, United StatesHQ recorded Nov 6, 202611-5057 contacts →

Exact match

“Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchHopkinton, MA, United StatesHQ recorded Nov 6, 202611-5051 contacts →

Exact match

“Foresight Science & Technology specializes in commercialization, technology transfer, and intellectual property management.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchNew York, NY, United StatesHQ recorded Nov 6, 202611-5032 contacts →

Exact match

“TMA Group is a leader in fractional C-Suite advisory services.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchCharlotte, NC, United StatesHQ recorded Nov 6, 20261-1021 contacts →

Exact match

“Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchHilliard, OH, United StatesHQ recorded Nov 6, 202611-5019 contacts →

Exact match

“Are you an innovator with a big idea?”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchBuford, GA, United StatesHQ recorded Nov 6, 202611-5018 contacts →

Exact match

“5840 is a holdings company that believes the right mix of aptitude and attitude can reshape the future.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchFrisco, TX, United StatesHQ recorded Nov 6, 202611-5018 contacts →

Exact match

“EBB Group was founded over 25 years ago when CEO, Eric White, began executing small-business M&A transactions by himself in Dallas, TX.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchSomerville, NJ, United StatesHQ recorded Nov 6, 202611-5017 contacts →

Exact match

“Brio Financial Group is a boutique financial advisory firm providing customized finance and accounting solutions to small and mid-sized companies at every stage of their business…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchCharlotte, NC, United StatesHQ recorded Nov 6, 202651-20017 contacts →

Exact match

“Our mission is to empower financial advisors through equity partnerships, scalable growth strategies, and comprehensive succession planning.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchApex, NC, United StatesHQ recorded Nov 6, 202611-5015 contacts →

Exact match

“Fuentek is a trusted advisor in the technology transfer, business development, and R&D community, providing comprehensive services for leading university, government, and…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchNew York, NY, United StatesHQ recorded Nov 6, 202611-5011 contacts →

Exact match

“In an industry full of duplicative strategies and funds, Liberty Street distinguishes itself by offering niche asset classes to independent-minded financial advisors and investors.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchNew York, NY, United StatesHQ recorded Nov 6, 20261-1010 contacts →

Exact match

“Kimblewick is a boutique finance advisory firm focused on exceptional, private companies.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchNew York, NY, United StatesHQ recorded Nov 6, 20261-1010 contacts →

Exact match

“Orion Worldwide Innovations (“Orion”), is a startup growth and ecosystem acceleration hub and offers a full-service package to make companies investable, protect innovation and…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchCamarillo, CA, United StatesHQ recorded Nov 6, 202611-509 contacts →

Exact match

“Gose is a premier independent consulting firm that serves leading growth businesses and high-net-worth clientele across the country.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchKirkland, WA, United StatesHQ recorded Nov 6, 202611-509 contacts →

Exact match

“At 3xEquity, we specialize in helping financial advisors navigate the complexities of transitioning to a new broker-dealer or RIA.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchRichmond, VA, United StatesHQ recorded Nov 6, 20261-109 contacts →

Exact match

“Consult360 is a boutique advisory firm that does nothing but help professional services companies to solve their toughest problems - enabling them to achieve their goals for…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchMiami, United StatesHQ recorded Nov 6, 20261-108 contacts →

Exact match

“Built on passion and expertise, Altitude Cyber offers strategic advisory services tailored to founders, early stage start-ups, investors, and their boards.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchRonkonkoma, NY, United StatesHQ recorded Nov 6, 20261-108 contacts →

Exact match

“Founded in 2009, DevTech Partners is a full-service technology commercialization firm where experienced entrepreneurs work closely with inventors, investors and research…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchMurray Hill, NJ, United StatesHQ recorded Nov 6, 202611-507 contacts →

Exact match

“New Venture Partners LLC, the global venture capital firm dedicated to corporate technology spinouts, has over $700 million under management.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchPittsford, NY, United StatesHQ recorded Nov 6, 20261-107 contacts →

Exact match

“Our practice at Trident Wealth Management group brings a long tenured group of seasoned professionals togethers, who take pride in developing smart, forward-thinking investment…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchPalo Alto, CA, United StatesHQ recorded Nov 6, 202611-506 contacts →

Exact match

“Aventurine Capital Group focuses on inventors, researchers, and entrepreneurs with strong and impactful Foundational IP.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchSolana Beach, FL, United StatesHQ recorded Nov 6, 20261-106 contacts →

Exact match

“At Endeavor Search Partners, our mission is to guide successful financial advisors to find the right strategic partner for their practice.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchAlbuquerque, NM, United StatesHQ recorded Nov 6, 20261-105 contacts →

Exact match

“The New Mexico Start-Up Factory™ is bringing laboratory technologies to market.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchNew York, NY, United StatesHQ recorded Nov 6, 20261-105 contacts →

Exact match

“Your start-up's financial co-pilot from seed to exit.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 222 spin-off advisors based in the United States

See the full list, filter by size, metro and specialty, and access 293 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Spin-off advisors based in the United States at a glance

As of Nov 6, 2026
24.3%Verified-email coverage
5.4Average contacts per company
1-10Median size (employees)
8.6%Largest-city concentration · New York
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
170
11-50
46
51-200
2
201-500
3
1,001-5,000
1

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 222 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 “spin-off advisors” 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 293 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 “spin-off advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many spin-off advisors are there based in the United States?

RevenueBase identified 222 company matches for spin-off advisors 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?

OWN MY Ideas tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most spin-off advisors?

New York leads with 19 company records, followed by San Francisco (9) and Houston (6).

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 293 professional contacts with verified work emails tracked across these 222 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.

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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.