Company lists · Data refreshed September 2026

Top 25 Tax-optimization investment companies based in the United States

Name: Tax-optimization investment companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 656 companies tracked

RevenueBase identified 656 tax-optimization investment companies headquartered in the United States as of September 2026 and tracks 3,970 professional contacts across them, including 1,860 with verified work emails. San Diego is the largest hub.

This list covers tax-optimization investment companies headquartered in the 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

656Companies

3,970Contacts tracked

1,860Verified emails

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The 25 largest tax-optimization investment companies based in the United States

Ranked by team size

Top 25 of 656 tax-optimization investment companies based in the United States, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to tax-optimization investment companies: 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	Apercen Partners LLC	Partial evidence	Palo Alto, CA, United StatesHQ checked Sep 22, 2026	201-500	399 contacts →
	Partial evidence “Originating from the English and Latin roots of “apercu,” an act of insight, and “census,” an applied study of wealth and property, Apercen is a tax consulting firm offering high…” Source: RevenueBase Database · checked Sep 22, 2026
2	Universal Wealth	Indirect evidence	Surprise, AZ, United StatesHQ checked Sep 22, 2026	1,001-5,000	133 contacts →
	Indirect evidence “Universal Wealth is lead by Andre L.” Source: RevenueBase Database · checked Sep 22, 2026
3	ETHIC	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	51-200	103 contacts →
	Partial evidence “Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing.” Source: RevenueBase Database · checked Sep 22, 2026
4	55ip	Indirect evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	51-200	102 contacts →
	Indirect evidence “55ip is a financial technology company purpose-built to break down barriers to financial progress.” Source: RevenueBase Database · checked Sep 22, 2026
5	Monarch Private Capital	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 22, 2026	51-200	80 contacts →
	Partial evidence “Founded in 2005, Monarch Private Capital (formerly State Tax Credit Exchange) is a financial services company providing federal and state tax credit solutions to Fortune 500…” Source: RevenueBase Database · checked Sep 22, 2026
6	Neil Jesani Advisors, INC	Partial evidence	Sunrise, FL, United StatesHQ checked Sep 22, 2026	51-200	70 contacts →
	Partial evidence “Neil Jesani Tax Advisors, Inc.(NJA) provides a full suite of tax, compliance, accounting, resolution and advisory services, drawing on extensive industry knowledge to serve high…” Source: RevenueBase Database · checked Sep 22, 2026
7	ZOE Financial	Indirect evidence	New York, NY, United StatesHQ checked Sep 22, 2026	11-50	69 contacts →
	Indirect evidence “Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Source: RevenueBase Database · checked Sep 22, 2026
8	Baker Street Advisors	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 22, 2026	51-200	67 contacts →
	Partial evidence “Baker Street Advisors is a San Francisco based, SEC Registered Investment Adviser (RIA) with over $19 billion under advisement.” Source: RevenueBase Database · checked Sep 22, 2026
9	Foss & Company	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 22, 2026	11-50	56 contacts →
	Strong evidence “Foss & Company is a nationally recognized institutional investment management firm dedicated to providing corporate investors the greatest access to federal and state tax credit…” Source: RevenueBase Database · checked Sep 22, 2026
10	Smartleaf	Partial evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	11-50	50 contacts →
	Partial evidence “Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple.” Source: RevenueBase Database · checked Sep 22, 2026
11	Gideon Strategic Partners	Indirect evidence	Century City, CA, United StatesHQ checked Sep 22, 2026	11-50	44 contacts →
	Indirect evidence “Gideon Strategic Partners is a financial services company that puts client success first.” Source: RevenueBase Database · checked Sep 22, 2026
12	Quantinno Capital Management	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	51-200	43 contacts →
	Partial evidence “Founded in 2018, Quantinno Capital Management aims to deliver customized, tax-optimized managed account solutions designed to enhance the after-tax wealth for sophisticated…” Source: RevenueBase Database · checked Sep 22, 2026
13	Mchenry Advisers	Partial evidence	New Albany, OH, United StatesHQ checked Sep 22, 2026	11-50	38 contacts →
	Partial evidence “McHenry Advisers Enrolled Actuary \| Strategic Tax Planning Partner to Financial Advisors & CPAs \| HNW/UHNW Tax Reduction \| Custom Cash Balance Plan Design \| Advanced Retirement…” Source: RevenueBase Database · checked Sep 22, 2026
14	Index Fund Advisors, INC	Strong evidence	Irvine, CA, United StatesHQ checked Sep 22, 2026	51-200	36 contacts →
	Strong evidence “Index Fund Advisors, Inc.(IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment…” Source: RevenueBase Database · checked Sep 22, 2026
15	TAX Goddess Business Services, PC	Partial evidence	Scottsdale, United StatesHQ checked Sep 22, 2026	51-200	36 contacts →
	Partial evidence “At Tax Goddess, our mission is simple: to help you legally save as much money as possible by applying advanced tax strategies.” Source: RevenueBase Database · checked Sep 22, 2026
16	Choate Wealth	Strong evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	11-50	31 contacts →
	Strong evidence “In collaboration with Choate Hall & Stewart, we provide clients with a one-stop solution to their investment management, tax and estate planning needs through in-house expertise…” Source: RevenueBase Database · checked Sep 22, 2026
17	Checchi Capital	Indirect evidence	Beverly Hills, CA, United StatesHQ checked Sep 22, 2026	11-50	27 contacts →
	Indirect evidence “Frustrated with Wall Street’s opaque fee structure, excess risks, and conflicts of interest, the Checchi Family founded Checchi Capital Advisers in 2007 as the solution for…” Source: RevenueBase Database · checked Sep 22, 2026
18	Prime Advisors, INC	Indirect evidence	Redmond, WA, United StatesHQ checked Sep 22, 2026	51-200	27 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026
19	The Norden Group	Indirect evidence	Provo, UT, United StatesHQ checked Sep 22, 2026	11-50	26 contacts →
	Indirect evidence “Welcome to the Norden Group.” Source: RevenueBase Database · checked Sep 22, 2026
20	Argent Wealth Management, LLC	Partial evidence	Waltham, MA, United StatesHQ checked Sep 22, 2026	11-50	26 contacts →
	Partial evidence “Argent Wealth Management has been a trusted expert in investment management and financial advisory services since 1992.” Source: RevenueBase Database · checked Sep 22, 2026
21	Financial Management Network	Indirect evidence	Mission Viejo, CA, United StatesHQ checked Sep 22, 2026	11-50	25 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026
22	Wincap Financial	Indirect evidence	Winchester, MA, United StatesHQ checked Sep 22, 2026	1-10	25 contacts →
	Indirect evidence “We take a precise approach to risk tolerance, leveraged through a financial plan, we build equities around your desired and appropriate level of safety in risk controlled assets…” Source: RevenueBase Database · checked Sep 22, 2026
23	Lifetime Asset & TAX Management	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 22, 2026	11-50	24 contacts →
	Indirect evidence “FINANCIAL SOLUTIONS FOR LIFE-SIMPLIFYING YOUR WEALTH MANAGEMENT CHOICES Our clients want to eliminate financial anxiety and plan for their financial future.” Source: RevenueBase Database · checked Sep 22, 2026
24	FTS US INC	Strong evidence	New York, NY, United StatesHQ checked Sep 22, 2026	11-50	23 contacts →
	Strong evidence “FTS is the only tax firm exclusively dedicated to the Alternative Investment Industry.” Source: RevenueBase Database · checked Sep 22, 2026
25	Falcon Wealth Advisors	Indirect evidence	Mission Woods, KS, United StatesHQ checked Sep 22, 2026	11-50	22 contacts →
	Indirect evidence “At Falcon Wealth Advisors, we're driven by a mission to help simplify our clients' financial lives and empower them for lasting success.” Source: RevenueBase Database · checked Sep 22, 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: tax-optimization investment companies. 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 tax-optimization investment companies.
Partial evidence: Its own public description names part of tax-optimization investment companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name tax-optimization investment companies. 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 656 tax-optimization investment companies based in the United States

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Tax-optimization investment companies based in the United States at a glance

As of Sep 22, 2026

46.9%Verified-email coverage

6.1Average contacts per company

1-10Median size (employees)

2.7%Largest-city concentration · San Diego

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

517

11-50

113

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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 656 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 tax-optimization investment companies, 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 the United States whose own description of what they do matches “tax-optimization investment companies”. 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 tax-optimization investment companies), 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 tax-optimization investment companies, and records with no verified work email. Companies headquartered outside United States 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, 1,860 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.

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 tax-optimization investment companies, 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 tax-optimization investment companies are there based in the United States?

RevenueBase identified 656 tax-optimization investment companies headquartered in the 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?

Apercen Partners LLC, headquartered in Palo Alto, tops this list with the largest team on record.

Which city has the most tax-optimization investment companies?

San Diego leads with 18 headquartered companies, followed by New York (16) and Austin (12).

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 1,860 verified decision-maker contacts tracked across these 656 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.