Company lists · Data refreshed October 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Oct 20, 2026 81 companies tracked

RevenueBase identified 81 company matches for wealth management all-in-one advisor desktop platform companies associated with Miami, United States as of October 2026 and tracks 1,220 professional contacts across them, including 438 with verified work emails. Across the United States, New York is the largest hub for this category (265 companies); Miami has 81.

This list covers company matches for wealth management all-in-one advisor desktop platform companies associated with Miami, 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

81Companies

1,220Contacts tracked

438Verified emails

Explore this list → Free signup · no credit card · 500 free credits

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

Ranked by team size

Top 25 of 81 company matches for wealth management all-in-one advisor desktop platform companies based in Miami, 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	Insigneo	Exact match	Miami, FL, United StatesHQ recorded Oct 20, 2026	51-200	415 contacts →
	Exact match “Insigneo is a leading international wealth management firm offering a comprehensive menu of services and technology that empowers investment professionals to manage their clients…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
2	Valora	Exact match	Miami, FL, United StatesHQ recorded Oct 20, 2026	51-200	54 contacts →
	Exact match “At Valora, we deliver personalized advisory services with a human touch.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
3	Gentrust	Exact match	Miami, FL, United StatesHQ recorded Oct 20, 2026	11-50	43 contacts →
	Exact match “GenTrust is an investment advisory firm that provides sophisticated solutions to ultra-high-net-worth individuals, families and institutions.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
4	Blacktoro	Exact match	Miami, FL, United StatesHQ recorded Oct 20, 2026	11-50	32 contacts →
	Exact match “BlackTORO is an independent U.S-regulated Registered Investment Advisor serving Latin American families and institutions with global interests.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
5	Templum	Exact match	Miami, FL, United StatesHQ recorded Oct 20, 2026	51-200	30 contacts →
	Exact match “Templum is the operating infrastructure for the future of private markets.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
6	Savile Capital Group	Exact match	Miami, FL, United StatesHQ recorded Oct 20, 2026	11-50	30 contacts →
	Exact match “Asset management, brokerage, futures, and investment banking services for discerning individuals and institutions.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
7	Creand Wealth Management Beta Capital	Exact match	Miami, FL, United StatesHQ recorded Oct 20, 2026	11-50	29 contacts →
	Exact match “Creand Wealth Management (Beta Capital Securities, LLC and Beta Capital Management, LLC), was founded in Miami in 1995 as a group of affiliated financial entities involved in…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
8	Crystal Capital Partners	Exact match	Miami, FL, United StatesHQ recorded Oct 20, 2026	11-50	26 contacts →
	Exact match “Access to institutional-quality alternative investments is where other platforms finish.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
9	Sierra Capital	Exact match	Miami, FL, United StatesHQ recorded Oct 20, 2026	11-50	13 contacts →
	Exact match “At Sierra Capital, LLC, we provide families with independent wealth management built on experience, objectivity, and trust.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
10	Ballestas Group	Exact match	Miami, FL, United StatesHQ recorded Oct 20, 2026	1-10	13 contacts →
	Exact match “Ballestas Group is a registered investment advisory (RIA) providing a fully integrated solution in private wealth management to help you organize and preserve your assets…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
11	BCP Global	Exact match	Miami, FL, United StatesHQ recorded Oct 20, 2026	1-10	11 contacts →
	Exact match “BCP Global is a provider of digital solutions for financial advisors and financial institutions.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
12	Chapman And Cardwell Capital Management	Exact match	Miami, FL, United StatesHQ recorded Oct 20, 2026	1-10	9 contacts →
	Exact match “We’re a well-established team that knows what to look for when it comes to looking after you – from the big picture of all your holdings to the smallest detail in each financial…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
13	Harbor Ithaka	Exact match	Miami, FL, United StatesHQ recorded Oct 20, 2026	1-10	9 contacts →
	Exact match “Harbor Ithaka investment advisor focused on assisting ultra high net-worth clients, single-family offices and select financial institutions understand, track and manage global…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
14	Sulzberger Capital Advisors	Exact match	Miami, FL, United StatesHQ recorded Oct 20, 2026	1-10	7 contacts →
	Exact match “Sulzberger Capital Advisors works with individual U.S.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
15	Numa Americas Corp	Exact match	Miami, FL, United StatesHQ recorded Oct 20, 2026	11-50	7 contacts →
	Exact match “Wealth management advisory firm” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
16	Green Grove Wealth Management	Exact match	Miami, FL, United StatesHQ recorded Oct 20, 2026	1-10	6 contacts →
	Exact match “Green Grove is a wealth management firm that enables individuals and families to attain and live out their best life.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
17	Lmpg Wealth Advisors, LLC	Exact match	Miami, FL, United StatesHQ recorded Oct 20, 2026	1-10	6 contacts →
	Exact match “LMPG Wealth Advisors, LLC is an SEC Registered Investment Advisor and multifamily office that delivers bespoke solutions for wealth management, planning, and consulting to…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
18	ASI Family Office	Exact match	Miami, FL, United StatesHQ recorded Oct 20, 2026	1-10	6 contacts →
	Exact match “We promise effective and comprehensive wealth management for you, your family and your business.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
19	Alenet, INC	Exact match	Miami, FL, United StatesHQ recorded Oct 20, 2026	11-50	5 contacts →
	Exact match “Alenet Inc is a software development firm specialized in financial services company based out of Coral Gables, Florida, United States.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
20	Matriarch Wealth Management	Exact match	Miami, FL, United StatesHQ recorded Oct 20, 2026	1-10	5 contacts →
	Exact match “Everyone has their own definition of success, and it usually goes far beyond financial considerations.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
21	Ironclad Family	Exact match	Miami, FL, United StatesHQ recorded Oct 20, 2026	11-50	5 contacts →
	Exact match “IronClad Family helps financial advisors move beyond portfolio management and become indispensable to the families they serve.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
22	Galicia Capital Us, LLC	Exact match	Miami, FL, United StatesHQ recorded Oct 20, 2026	1-10	5 contacts →
	Exact match “We connect people and companies with global investments.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
23	5e Wealth	Exact match	Miami, FL, United StatesHQ recorded Oct 20, 2026	1-10	5 contacts →
	Exact match “5E Wealth - Wealth with Intentionality.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
24	GOI	Exact match	Miami, FL, United StatesHQ recorded Oct 20, 2026	1-10	4 contacts →
	Exact match “goi, pronounced joy, is a Registered Investment Advisor (RIA) focused on global multi-class asset management.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
25	Bradley & Company Private Wealth Management, LLC	Exact match	Miami, FL, United StatesHQ recorded Oct 20, 2026	1-10	4 contacts →
	Exact match “We serve as a trusted partner of individuals and families, providing wealth management guidance and solutions based on a thorough a profound understanding of each client’s unique…” 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 81 wealth management all-in-one advisor desktop platform companies based in Miami, United States

See the full list, filter by size, metro and specialty, and access 438 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

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

As of Oct 20, 2026

35.9%Verified-email coverage

15.1Average contacts per company

1-10Median size (employees)

Oct 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Miami, so it is reported there. Company counts and contact totals on this page are exact for Miami, over 81 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 Miami, 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 438 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 Miami, United States?

RevenueBase identified 81 company matches for wealth management all-in-one advisor desktop platform companies associated with Miami, 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?

Insigneo 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). Miami has 81.

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 438 professional contacts with verified work emails tracked across these 81 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.

Ready to reach these companies? Verified emails and direct dials for all 81 wealth management all-in-one advisor desktop platform companies based in Miami, United States. Start with a free account, no credit card.

Download this list →

Related lists

Wealth management all-in-one advisor desktop platform companies by geography

Browse the directory

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.