Company lists · Data refreshed October 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Oct 20, 2026 77 companies tracked

RevenueBase identified 77 company matches for wealth management all-in-one advisor desktop platform companies associated with San Francisco, United States as of October 2026 and tracks 3,389 professional contacts across them, including 1,536 with verified work emails. Across the United States, New York is the largest hub for this category (265 companies); San Francisco has 77.

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

77Companies

3,389Contacts tracked

1,536Verified emails

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

Ranked by team size

Top 25 of 77 company matches for wealth management all-in-one advisor desktop platform companies based in San Francisco, 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	Ss&c Advent	Exact match	San Francisco, CA, United StatesHQ recorded Oct 20, 2026	1,001-5,000	1,438 contacts →
	Exact match “SS & C Advent, a business unit of SS & C Technologies, is helping more than asset managers and asset owners worldwide transform their investment processes to maximize operational…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
2	Wells Fargo Private Bank	Exact match	San Francisco, CA, United StatesHQ recorded Oct 20, 2026	10001+	430 contacts →
	Exact match “As one of the nation’s leading providers of wealth management services, Wells Fargo Private Bank has extensive experience and a wide range of resources to help you achieve your…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
3	Schwab Advisor Services	Exact match	San Francisco, CA, United StatesHQ recorded Oct 20, 2026	10001+	313 contacts →
	Exact match “At Schwab Advisor Services™, we know that working with the right custodian has never been more important.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
4	Perigon Wealth Management	Exact match	San Francisco, United StatesHQ recorded Oct 20, 2026	51-200	149 contacts →
	Exact match “Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
5	First Republic Private Wealth Management	Exact match	San Francisco, United StatesHQ recorded Oct 20, 2026	501-1,000	138 contacts →
	Exact match “First Republic is now part of JPMorgan Chase.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
6	Parallel Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 20, 2026	51-200	136 contacts →
	Exact match “Parallel Advisors is a registered, independent wealth management firm.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
7	Robertson Stephens	Exact match	San Francisco, CA, United StatesHQ recorded Oct 20, 2026	51-200	118 contacts →
	Exact match “Robertson Stephens is a wealth management firm striving to provide comprehensive and innovative investment strategies and wealth solutions to our clients through an intelligent…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
8	Myvest	Exact match	San Francisco, CA, United StatesHQ recorded Oct 20, 2026	51-200	114 contacts →
	Exact match “MyVest builds enterprise wealth management technology for the digital age.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
9	Jacobi	Exact match	San Francisco, CA, United StatesHQ recorded Oct 20, 2026	51-200	80 contacts →
	Exact match “Jacobi’s platform technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
10	Bakeravenue Wealth Management	Exact match	San Francisco, CA, United StatesHQ recorded Oct 20, 2026	51-200	52 contacts →
	Exact match “Since 2004, BakerAvenue has guided clients through personal and professional transitions.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
11	Syon Capital	Exact match	San Francisco, CA, United StatesHQ recorded Oct 20, 2026	11-50	22 contacts →
	Exact match “At Syon Capital we dedicate ourselves to advising a select number of the nation’s wealthiest families, executives, and entrepreneurs, striving to build thoughtfully curated and…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
12	Seven Post Investment Office LP	Exact match	San Francisco, CA, United StatesHQ recorded Oct 20, 2026	11-50	19 contacts →
	Exact match “We provide customized, independent counsel to clients with significant assets.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
13	Stratifi Technologies INC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 20, 2026	11-50	19 contacts →
	Exact match “StratiFi is an AI-powered platform that streamlines investment workflows for wealth managers by integrating risk management, compliance, and investment strategies into one unified…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
14	True Capital Management	Exact match	San Francisco, CA, United StatesHQ recorded Oct 20, 2026	201-500	15 contacts →
	Exact match “TRUE Capital was founded in 2007 with the goal of creating an open-architecture wealth management platform specifically designed for professional athletes, entertainers, and…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
15	Twin Peaks Wealth Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Oct 20, 2026	11-50	15 contacts →
	Exact match “We believe everyone can reach his or her goals through repeatable, intentional actions.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
16	Mission Creek Capital Partners INC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 20, 2026	11-50	13 contacts →
	Exact match “Mission Creek Capital Partners is a fully independent registered investment advisor providing specialized investment management strategies and solutions for institutions, limited…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
17	Intellectus Partners, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 20, 2026	11-50	13 contacts →
	Exact match “Your business fuels your wealth.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
18	Alphanso	Exact match	San Francisco, CA, United StatesHQ recorded Oct 20, 2026	1-10	12 contacts →
	Exact match “At Alphanso, we believe wealth management should be simple, accessible, and tailored to your unique goals.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
19	Futureadvisor	Exact match	San Francisco, CA, United StatesHQ recorded Oct 20, 2026	51-200	12 contacts →
	Exact match “FutureAdvisor is an award-winning digital wealth management firm serving client households nationwide from our offices in San Francisco.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
20	Montcalm	Exact match	San Francisco, CA, United StatesHQ recorded Oct 20, 2026	1-10	11 contacts →
	Exact match “Montcalm is a San Francisco-based wealth management and capital markets trading firm that blends expert investing with new economy sustainability and independent vision.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
21	Asset Dedication, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 20, 2026	1-10	10 contacts →
	Exact match “Asset Dedication provides planning-centric financial advisors with portfolio strategies that link investments to each client’s financial plan and an operations team to manage…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
22	Finvest	Exact match	San Francisco, CA, United StatesHQ recorded Oct 20, 2026	201-500	10 contacts →
	Exact match “Finvest is an investment platform which makes it easy to invest your money into fixed income assets like US Treasuries and Bonds.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
23	Great Gable Investments, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 20, 2026	1-10	8 contacts →
	Exact match “The Great Gable is one of the highest mountain peaks in England, located in the Lake District.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
24	Kwanti	Exact match	San Francisco, CA, United StatesHQ recorded Oct 20, 2026	11-50	8 contacts →
	Exact match “Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
25	Fingage	Exact match	San Francisco, CA, United StatesHQ recorded Oct 20, 2026	1-10	7 contacts →
	Exact match “Fingage® is a financial technology platform offering RIAs the tools to automate and scale their investment workflow while personalizing their investment offerings.” 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 77 wealth management all-in-one advisor desktop platform companies based in San Francisco, United States

See the full list, filter by size, metro and specialty, and access 1,536 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 San Francisco, United States at a glance

As of Oct 20, 2026

45.3%Verified-email coverage

44.0Average contacts per company

1-10Median 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

10001+

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 77 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 San Francisco, 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 1,536 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 San Francisco, United States?

RevenueBase identified 77 company matches for wealth management all-in-one advisor desktop platform companies associated with San Francisco, 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?

Ss&c Advent 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). San Francisco has 77.

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 1,536 professional contacts with verified work emails tracked across these 77 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.