Company lists · Data refreshed November 2026
Top 24 Transition planning services based in the United States
RevenueBase identified 124 company matches for transition planning services associated with the United States as of November 2026 and tracks 436 professional contacts across them, including 89 with verified work emails. Boston is the largest hub.
This list covers company matches for transition planning services 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 24 largest transition planning services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 47 contacts → | ||||
Exact match “Based in Los Angeles, VelvetJobs is the leading innovator in career transition and outplacement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 42 contacts → | ||||
Exact match “At WellRive, we specialize in life transitions-helping individuals and families navigate moves, downsizing, estate clear-outs, and home organization with care and clarity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 18 contacts → | ||||
Exact match “For over 20 years, Human Capital Partners (HCP) has been helping organizations and individuals navigate change with clarity, confidence, and care.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 10 contacts → | ||||
Exact match “Wealth Effects is committed to enhancing clients' lives by meticulously preparing and planning for life transitions such as retirement, divorce, career changes, college planning…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 10 contacts → | ||||
Exact match “At Dovetail Companies, we guide older adults and their families through some of life’s most significant transitions, with clarity, compassion, and trusted expertise.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 8 contacts → | ||||
Exact match “The Texas Transition and Employment Guide provides youth, young adults, parents and professionals with secondary transition resources to facilitate a young person's progress…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 6 contacts → | ||||
Exact match “When seniors can no longer live safely and securely in their homes due to illness or aging, Bella Reflections gives families peace of mind by coordinating your transition.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 5 contacts → | ||||
Exact match “At Mirus Planning, we are often introduced to people encountering important and complex life transitions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match “Through evaluation, consultation and intervention I support parents help their children reach their potential in adaptive, behavioral and life skills.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 4 contacts → | ||||
Exact match “Since Seriatim has helped people navigate some of life’s most complex and emotionally charged transitions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “Premier Care & Management Services offers across the board support for all your specific needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “Since 2010, LifeCycle Transitions’ primary goal has been to assist individuals and families going through significant changes.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “VA Associates is here for your life challenges from high school to retirement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “Since 1997, our mission has been simple: We provide support and guidance as seniors-and their families-face the many challenges of aging.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “Wise Moves provides a customized approach to home transitions for clients in the Washington, DC, Maryland, and Northern Virginia region.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “We guide clients through significant career transitions, primarily in two areas: Changing Careers and Retirement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Great Falls Organizers LLC assists people who are overwhelmed with transitions due to health, aging, or other circumstances, and who need someone to help them get started, develop…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Our mission at Aging Issues Management is to help individuals and families plan better to live better.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “As you come to the end of your career path, have you asked yourself,"What's next?" At Conflux Retirement Coaching, your smooth and fulfilling transition into retirement is my top…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “After helping my in-laws decipher senior living options in the western suburbs of Philadelphia, downsize their home of 40+ years, and move to their new community, I realized that…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “Roadmap for Aging offers educational opportunities and personalized professional connections for planning every aspect of care for aging individuals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “ChangePoint Advisors provides expert guidance to senior executives who are in some sort of transition, whether it’s seeking a job, planning for an active retirement, exploring…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Making a life change can be difficult, especially a big one like finding a new job, switching careers, moving across the country, or retiring.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “You are not alone when trying to discover the next best step in supporting your loved one.” 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 “transition planning services”. 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 24 of 124 transition planning services based in the United States
See the full list, filter by size, metro and specialty, and access 89 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Transition planning services 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 124 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 “transition planning services” 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 89 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 “transition planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many transition planning services are there based in the United States?
RevenueBase identified 124 company matches for transition planning services 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?
Velvetjobs tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most transition planning services?
Boston leads with 3 company records, followed by New York (3) and Chanhassen (2).
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 89 professional contacts with verified work emails tracked across these 124 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 124 transition planning services 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
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- AI companies based in the United States
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- Real estate companies based in the United States
Company intelligence · public preview
Top 24 transition planning services 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 124 matching company records for transition planning services based in the United States, with 436 tracked contacts and 89 verified work emails.
This public preview shows 24 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 24 transition planning services 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 |  Velvetjobsvelvetjobs.comHQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 47 contacts → |
“Based in Los Angeles, VelvetJobs is the leading innovator in career transition and outplacement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Wellrivewellrive.comHQ: Flower Mound, CA, United StatesReported employees: 201-500 | Flower Mound, CA, United States | 201-500 | Exact match | 42 contacts → |
“At WellRive, we specialize in life transitions-helping individuals and families navigate moves, downsizing, estate clear-outs, and home organization with care and clarity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Human Capital Partnerswearehcp.comHQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 18 contacts → |
“For over 20 years, Human Capital Partners (HCP) has been helping organizations and individuals navigate change with clarity, confidence, and care.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Wealth Effectsw-effects.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 10 contacts → |
“Wealth Effects is committed to enhancing clients' lives by meticulously preparing and planning for life transitions such as retirement, divorce, career changes, college planning…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Dovetail Companiesdovetailcompanies.comHQ: Wilmington, MA, United StatesReported employees: 11-50 | Wilmington, MA, United States | 11-50 | Exact match | 10 contacts → |
“At Dovetail Companies, we guide older adults and their families through some of life’s most significant transitions, with clarity, compassion, and trusted expertise.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Harmony School Of Explorationhehouston.harmonytx.org HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 8 contacts → |
“The Texas Transition and Employment Guide provides youth, young adults, parents and professionals with secondary transition resources to facilitate a young person's progress…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Bella Reflections Seniors In Transitionbellareflectionseniors.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 6 contacts → |
“When seniors can no longer live safely and securely in their homes due to illness or aging, Bella Reflections gives families peace of mind by coordinating your transition.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Mirus Planningmirusplanning.comHQ: Kirkland, WA, United StatesReported employees: 1-10 | Kirkland, WA, United States | 1-10 | Exact match | 5 contacts → |
“At Mirus Planning, we are often introduced to people encountering important and complex life transitions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Claudia Cares Consulting INCclaudiacares.comHQ: Tarzana, CA, United StatesReported employees: 1-10 | Tarzana, CA, United States | 1-10 | Exact match | 5 contacts → |
“Through evaluation, consultation and intervention I support parents help their children reach their potential in adaptive, behavioral and life skills.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Seriatim, INCseriatim.netHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 4 contacts → |
“Since Seriatim has helped people navigate some of life’s most complex and emotionally charged transitions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Premier Care & Management Servicespremiercaremgmt.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“Premier Care & Management Services offers across the board support for all your specific needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Lifecycle Transitionslifecycletransitions.comHQ: Quincy, MA, United StatesReported employees: 51-200 | Quincy, MA, United States | 51-200 | Exact match | 4 contacts → |
“Since 2010, LifeCycle Transitions’ primary goal has been to assist individuals and families going through significant changes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  VA Associates LLCvaassoc.comHQ: Columbia, MD, United StatesReported employees: 1-10 | Columbia, MD, United States | 1-10 | Exact match | 4 contacts → |
“VA Associates is here for your life challenges from high school to retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Faenzi Associatesfaenziassociates.com HQ: San Mateo, CA, United StatesReported employees: 1-10 | San Mateo, CA, United States | 1-10 | Exact match | 3 contacts → |
“Since 1997, our mission has been simple: We provide support and guidance as seniors-and their families-face the many challenges of aging.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Wise Moveswisemoves.net HQ: Monrovia, MD, United StatesReported employees: 11-50 | Monrovia, MD, United States | 11-50 | Exact match | 3 contacts → |
“Wise Moves provides a customized approach to home transitions for clients in the Washington, DC, Maryland, and Northern Virginia region.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Bridgequest Wealth Strategiesbridgequest.comHQ: Lenexa, KS, United StatesReported employees: 1-10 | Lenexa, KS, United States | 1-10 | Exact match | 3 contacts → |
“We guide clients through significant career transitions, primarily in two areas: Changing Careers and Retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Great Falls Organizers LLCgreatfallsorganizers.comHQ: Great Falls, VA, United StatesReported employees: 1-10 | Great Falls, VA, United States | 1-10 | Exact match | 2 contacts → |
“Great Falls Organizers LLC assists people who are overwhelmed with transitions due to health, aging, or other circumstances, and who need someone to help them get started, develop…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Aging Solutions Managementagingissuesmgnt.comHQ: New Rochelle, United StatesReported employees: 1-10 | New Rochelle, United States | 1-10 | Exact match | 2 contacts → |
“Our mission at Aging Issues Management is to help individuals and families plan better to live better.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Conflux Retirement Coaching LLCconfluxretirementcoaching.comHQ: Huntington Beach, CA, United StatesReported employees: 1-10 | Huntington Beach, CA, United States | 1-10 | Exact match | 1 contacts → |
“As you come to the end of your career path, have you asked yourself,"What's next?" At Conflux Retirement Coaching, your smooth and fulfilling transition into retirement is my top…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Next Nest Advisors LLCnextnestadvisors.comHQ: Wayne, PA, United StatesReported employees: 1-10 | Wayne, PA, United States | 1-10 | Exact match | 1 contacts → |
“After helping my in-laws decipher senior living options in the western suburbs of Philadelphia, downsize their home of 40+ years, and move to their new community, I realized that…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Road MAP For Agingroadmapforaging.orgHQ: Littleton, CO, United StatesReported employees: 1-10 | Littleton, CO, United States | 1-10 | Exact match | 1 contacts → |
“Roadmap for Aging offers educational opportunities and personalized professional connections for planning every aspect of care for aging individuals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Changepoint Advisorschangepointadvisors.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 1 contacts → |
“ChangePoint Advisors provides expert guidance to senior executives who are in some sort of transition, whether it’s seeking a job, planning for an active retirement, exploring…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  What's Next Transition Coachingwhatsnexttransitioncoaching.comHQ: Rochester, NY, United StatesReported employees: 1-10 | Rochester, NY, United States | 1-10 | Exact match | 1 contacts → |
“Making a life change can be difficult, especially a big one like finding a new job, switching careers, moving across the country, or retiring.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Senior Housing Advisory Servicespnwsenioradvisor.comHQ: Tacoma, WA, United StatesReported employees: 1-10 | Tacoma, WA, United States | 1-10 | Exact match | 1 contacts → |
“You are not alone when trying to discover the next best step in supporting your loved one.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 124 company matches
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Transition planning services: 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
124 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 124 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 transition planning services?
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 transition planning services did RevenueBase find based in the United States?
The saved snapshot records 124 matching company records, 436 tracked contacts and 89 verified emails. The public preview displays 24 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
Cite this list
RevenueBase Data Team. Top 24 transition planning services based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/transition-planning-services/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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
- Real estate companies based in the United States
Company intelligence · public preview
Top 24 transition planning services based in the United States
RevenueBase records 124 matching company records for transition planning services based in the United States, with 436 tracked contacts and 89 verified work emails.
This public preview shows 24 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 24 transition planning services 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 | Velvetjobsvelvetjobs.com HQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 47 contacts → |
“Based in Los Angeles, VelvetJobs is the leading innovator in career transition and outplacement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Wellrivewellrive.com HQ: Flower Mound, CA, United StatesReported employees: 201-500 | Flower Mound, CA, United States | 201-500 | Exact match | 42 contacts → |
“At WellRive, we specialize in life transitions-helping individuals and families navigate moves, downsizing, estate clear-outs, and home organization with care and clarity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Human Capital Partnerswearehcp.com HQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 18 contacts → |
“For over 20 years, Human Capital Partners (HCP) has been helping organizations and individuals navigate change with clarity, confidence, and care.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Wealth Effectsw-effects.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 10 contacts → |
“Wealth Effects is committed to enhancing clients' lives by meticulously preparing and planning for life transitions such as retirement, divorce, career changes, college planning…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Dovetail Companiesdovetailcompanies.com HQ: Wilmington, MA, United StatesReported employees: 11-50 | Wilmington, MA, United States | 11-50 | Exact match | 10 contacts → |
“At Dovetail Companies, we guide older adults and their families through some of life’s most significant transitions, with clarity, compassion, and trusted expertise.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Harmony School Of Explorationhehouston.harmonytx.org HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 8 contacts → |
“The Texas Transition and Employment Guide provides youth, young adults, parents and professionals with secondary transition resources to facilitate a young person's progress…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Bella Reflections Seniors In Transitionbellareflectionseniors.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 6 contacts → |
“When seniors can no longer live safely and securely in their homes due to illness or aging, Bella Reflections gives families peace of mind by coordinating your transition.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Mirus Planningmirusplanning.com HQ: Kirkland, WA, United StatesReported employees: 1-10 | Kirkland, WA, United States | 1-10 | Exact match | 5 contacts → |
“At Mirus Planning, we are often introduced to people encountering important and complex life transitions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Claudia Cares Consulting INCclaudiacares.com HQ: Tarzana, CA, United StatesReported employees: 1-10 | Tarzana, CA, United States | 1-10 | Exact match | 5 contacts → |
“Through evaluation, consultation and intervention I support parents help their children reach their potential in adaptive, behavioral and life skills.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Seriatim, INCseriatim.net HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 4 contacts → |
“Since Seriatim has helped people navigate some of life’s most complex and emotionally charged transitions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Premier Care & Management Servicespremiercaremgmt.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“Premier Care & Management Services offers across the board support for all your specific needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Lifecycle Transitionslifecycletransitions.com HQ: Quincy, MA, United StatesReported employees: 51-200 | Quincy, MA, United States | 51-200 | Exact match | 4 contacts → |
“Since 2010, LifeCycle Transitions’ primary goal has been to assist individuals and families going through significant changes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | VA Associates LLCvaassoc.com HQ: Columbia, MD, United StatesReported employees: 1-10 | Columbia, MD, United States | 1-10 | Exact match | 4 contacts → |
“VA Associates is here for your life challenges from high school to retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Faenzi Associatesfaenziassociates.com HQ: San Mateo, CA, United StatesReported employees: 1-10 | San Mateo, CA, United States | 1-10 | Exact match | 3 contacts → |
“Since 1997, our mission has been simple: We provide support and guidance as seniors-and their families-face the many challenges of aging.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Wise Moveswisemoves.net HQ: Monrovia, MD, United StatesReported employees: 11-50 | Monrovia, MD, United States | 11-50 | Exact match | 3 contacts → |
“Wise Moves provides a customized approach to home transitions for clients in the Washington, DC, Maryland, and Northern Virginia region.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Bridgequest Wealth Strategiesbridgequest.com HQ: Lenexa, KS, United StatesReported employees: 1-10 | Lenexa, KS, United States | 1-10 | Exact match | 3 contacts → |
“We guide clients through significant career transitions, primarily in two areas: Changing Careers and Retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Great Falls Organizers LLCgreatfallsorganizers.com HQ: Great Falls, VA, United StatesReported employees: 1-10 | Great Falls, VA, United States | 1-10 | Exact match | 2 contacts → |
“Great Falls Organizers LLC assists people who are overwhelmed with transitions due to health, aging, or other circumstances, and who need someone to help them get started, develop…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Aging Solutions Managementagingissuesmgnt.com HQ: New Rochelle, United StatesReported employees: 1-10 | New Rochelle, United States | 1-10 | Exact match | 2 contacts → |
“Our mission at Aging Issues Management is to help individuals and families plan better to live better.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Conflux Retirement Coaching LLCconfluxretirementcoaching.com HQ: Huntington Beach, CA, United StatesReported employees: 1-10 | Huntington Beach, CA, United States | 1-10 | Exact match | 1 contacts → |
“As you come to the end of your career path, have you asked yourself,"What's next?" At Conflux Retirement Coaching, your smooth and fulfilling transition into retirement is my top…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Next Nest Advisors LLCnextnestadvisors.com HQ: Wayne, PA, United StatesReported employees: 1-10 | Wayne, PA, United States | 1-10 | Exact match | 1 contacts → |
“After helping my in-laws decipher senior living options in the western suburbs of Philadelphia, downsize their home of 40+ years, and move to their new community, I realized that…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Road MAP For Agingroadmapforaging.org HQ: Littleton, CO, United StatesReported employees: 1-10 | Littleton, CO, United States | 1-10 | Exact match | 1 contacts → |
“Roadmap for Aging offers educational opportunities and personalized professional connections for planning every aspect of care for aging individuals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Changepoint Advisorschangepointadvisors.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 1 contacts → |
“ChangePoint Advisors provides expert guidance to senior executives who are in some sort of transition, whether it’s seeking a job, planning for an active retirement, exploring…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | What's Next Transition Coachingwhatsnexttransitioncoaching.com HQ: Rochester, NY, United StatesReported employees: 1-10 | Rochester, NY, United States | 1-10 | Exact match | 1 contacts → |
“Making a life change can be difficult, especially a big one like finding a new job, switching careers, moving across the country, or retiring.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Senior Housing Advisory Servicespnwsenioradvisor.com HQ: Tacoma, WA, United StatesReported employees: 1-10 | Tacoma, WA, United States | 1-10 | Exact match | 1 contacts → |
“You are not alone when trying to discover the next best step in supporting your loved one.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 124 company matches
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Transition planning services: 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
124 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 124 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 transition planning services?
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 transition planning services did RevenueBase find based in the United States?
The saved snapshot records 124 matching company records, 436 tracked contacts and 89 verified emails. The public preview displays 24 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
Cite this list
RevenueBase Data Team. Top 24 transition planning services based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/transition-planning-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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