Company lists · Data refreshed October 2026

Top 25 Wealth management all-in-one advisor desktop platform companies based in Chicago, United States

Name: Wealth management all-in-one advisor desktop platform companies based in Chicago, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 20, 2026 98 companies tracked

RevenueBase identified 98 company matches for wealth management all-in-one advisor desktop platform companies associated with Chicago, United States as of October 2026 and tracks 32,459 professional contacts across them, including 7,312 with verified work emails. Across the United States, New York is the largest hub for this category (265 companies); Chicago follows with 98.

This list covers company matches for wealth management all-in-one advisor desktop platform companies associated with Chicago, 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 October 20, 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 Oct 20, 2026 How this list was built

98Companies

32,459Contacts tracked

7,312Verified emails

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The 25 largest wealth management all-in-one advisor desktop platform companies based in Chicago, United States

Ranked by team size

Top 25 of 98 company matches for wealth management all-in-one advisor desktop platform companies based in Chicago, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 20, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Northern Trust	Exact match	Chicago, IL, United StatesHQ recorded Oct 20, 2026	10001+	28,079 contacts →
	Exact match “As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
2	Enfusion NOW Cwan	Exact match	Chicago, IL, United StatesHQ recorded Oct 20, 2026	5,001-10,000	769 contacts →
	Exact match “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
3	Hightower Advisors	Exact match	Chicago, IL, United StatesHQ recorded Oct 20, 2026	1,001-5,000	601 contacts →
	Exact match “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
4	BMO Wealth Management - U.S	Exact match	Chicago, IL, United StatesHQ recorded Oct 20, 2026	5,001-10,000	593 contacts →
	Exact match “At BMO Wealth Management, you and your family are at the center of our approach.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
5	Ycharts	Exact match	Chicago, IL, United StatesHQ recorded Oct 20, 2026	51-200	204 contacts →
	Exact match “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
6	Geowealth	Exact match	Chicago, IL, United StatesHQ recorded Oct 20, 2026	51-200	146 contacts →
	Exact match “GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
7	Wintrust Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Oct 20, 2026	201-500	143 contacts →
	Exact match “Wintrust Wealth Management provides a broad range of financial services to private clients and institutions.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
8	Advyzon	Exact match	Chicago, IL, United StatesHQ recorded Oct 20, 2026	51-200	123 contacts →
	Exact match “In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
9	Rothschild Wealth Partners	Exact match	Chicago, IL, United StatesHQ recorded Oct 20, 2026	51-200	121 contacts →
	Exact match “Established in 1908, Rothschild Wealth Partners has grown from a regional brokerage firm into an employee-owned, full-spectrum boutique firm with over $6 billion in assets under…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
10	Halo Investing	Exact match	Chicago, IL, United StatesHQ recorded Oct 20, 2026	51-200	113 contacts →
	Exact match “Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
11	Gresham Partners	Exact match	Chicago, IL, United StatesHQ recorded Oct 20, 2026	51-200	97 contacts →
	Exact match “Gresham Partners is an independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
12	Practifi	Exact match	Chicago, IL, United StatesHQ recorded Oct 20, 2026	51-200	87 contacts →
	Exact match “Practifi is the only intelligent CRM built specifically for wealth management firms.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
13	Altair Advisers	Exact match	Chicago, IL, United StatesHQ recorded Oct 20, 2026	51-200	81 contacts →
	Exact match “Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
14	Chicago Partners Wealth Advisors	Exact match	Chicago, IL, United StatesHQ recorded Oct 20, 2026	51-200	68 contacts →
	Exact match “Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
15	Arete Wealth	Exact match	Chicago, IL, United StatesHQ recorded Oct 20, 2026	11-50	60 contacts →
	Exact match “Arete Wealth is a diversified financial services firm with more than $6.8B in assets under management.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
16	Kovitz	Exact match	Chicago, IL, United StatesHQ recorded Oct 20, 2026	201-500	46 contacts →
	Exact match “Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
17	Vestor Capital, LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 20, 2026	11-50	40 contacts →
	Exact match “Founded in 1984, Vestor Capital, LLC is one of Chicago’s leading independent firms.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
18	Vivaldi Capital Management	Exact match	Chicago, IL, United StatesHQ recorded Oct 20, 2026	11-50	31 contacts →
	Exact match “Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
19	Fourstar Wealth Advisors LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 20, 2026	11-50	31 contacts →
	Exact match “Build - Live - Share We believe success in achieving important financial goals starts with a comprehensive wealth strategy.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
20	Stenger Family Office	Exact match	Chicago, IL, United StatesHQ recorded Oct 20, 2026	11-50	25 contacts →
	Exact match “Stenger Family Office is an independent, fiduciary wealth management firm with offices in Chicago, IL, Naperville, IL, Spring, TX, and Baton Rouge, LA.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
21	Uhlmann Price Securities, LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 20, 2026	11-50	23 contacts →
	Exact match “Headquartered in Chicago, Uhlmann Price Securities is a full service, privately owned brokerage firm.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
22	The Next Level Planning Group	Exact match	Chicago, IL, United StatesHQ recorded Oct 20, 2026	11-50	21 contacts →
	Exact match “You've built something meaningful.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
23	Wavvest	Exact match	Chicago, IL, United StatesHQ recorded Oct 20, 2026	11-50	16 contacts →
	Exact match “Wavvest is the platform powering the next generation of independent financial advisors and their clients.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
24	Nextcapital	Exact match	Chicago, IL, United StatesHQ recorded Oct 20, 2026	51-200	16 contacts →
	Exact match “NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
25	Keebeck Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Oct 20, 2026	1-10	15 contacts →
	Exact match “Keebeck Wealth Management is a registered independent advisory firm (RIA) dedicated to working with corporate executives, private business owners, entrepreneurs, & their…” Recorded in the RevenueBase company graph · Oct 20, 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 “wealth management all-in-one advisor desktop platform companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 98 wealth management all-in-one advisor desktop platform companies based in Chicago, United States

See the full list, filter by size, metro and specialty, and access 7,312 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management all-in-one advisor desktop platform companies based in Chicago, United States at a glance

As of Oct 20, 2026

22.5%Verified-email coverage

331.2Average contacts per company

11-50Median size (employees)

Oct 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 98 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 Chicago, United States whose business descriptions match “wealth management all-in-one advisor desktop platform companies” 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 7,312 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 October 20, 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.

Wealth management all-in-one advisor desktop platform companies by metro in the United States

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 “wealth management all-in-one advisor desktop platform companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management all-in-one advisor desktop platform companies are there based in Chicago, United States?

RevenueBase identified 98 company matches for wealth management all-in-one advisor desktop platform companies associated with Chicago, United States as of October 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?

Northern Trust tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most wealth management all-in-one advisor desktop platform companies?

New York leads the United States with 265 company records, followed by Chicago (98) and Atlanta (91).

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 7,312 professional contacts with verified work emails tracked across these 98 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 October 20, 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.