Company lists · Data refreshed October 2026

Top 20 Wealth management all-in-one advisor desktop platform companies based in Tampa, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 20, 2026 41 companies tracked

RevenueBase identified 41 company matches for wealth management all-in-one advisor desktop platform companies associated with Tampa, United States as of October 2026 and tracks 722 professional contacts across them, including 347 with verified work emails. Across the United States, New York is the largest hub for this category (265 companies); Tampa has 41.

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

41Companies

722Contacts tracked

347Verified emails

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The 20 largest wealth management all-in-one advisor desktop platform companies based in Tampa, United States

Ranked by team size

Top 20 of 41 company matches for wealth management all-in-one advisor desktop platform companies based in Tampa, 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	Florida Financial Advisors	Exact match	Tampa, FL, United StatesHQ recorded Oct 20, 2026	51-200	473 contacts →
	Exact match “Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm dedicated to building lasting relationships with clients while providing…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
2	Jaffe Tilchin Wealth Management	Exact match	Tampa, FL, United StatesHQ recorded Oct 20, 2026	51-200	54 contacts →
	Exact match “Jaffe Tilchin Wealth Management has assembled a team of Professionals who are dedicated to helping our clients in the areas of Investment and Risk Management.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
3	Thomas Financial	Exact match	Tampa, FL, United StatesHQ recorded Oct 20, 2026	11-50	29 contacts →
	Exact match “Thomas Financial is one of a select number of financial service firms chosen to be a member of M Financial Group, a network of more than 140 independent members, all dedicated to…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
4	Darwin Wealth Management	Exact match	Tampa, FL, United StatesHQ recorded Oct 20, 2026	11-50	19 contacts →
	Exact match “Our DNA is Different.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
5	Fidelis Capital	Exact match	Tampa, FL, United StatesHQ recorded Oct 20, 2026	11-50	18 contacts →
	Exact match “Fidelis Capital Partners is an advisor-owned wealth management firm dedicated to simplifying the complex investment and planning needs of ultra-high-net-worth individuals…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
6	Signature Financial Solutions	Exact match	Tampa, FL, United StatesHQ recorded Oct 20, 2026	51-200	10 contacts →
	Exact match “We design customized financial strategies to improve your life, including- Financial Planning - Investments - Insurance Our affiliated advisors collectively serve households…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
7	Waller & WAX Advisors INC	Exact match	Tampa, FL, United StatesHQ recorded Oct 20, 2026	1-10	9 contacts →
	Exact match “Wealth management is not a one-time event, but an ongoing process that will last throughout your life.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
8	Riverwalk Wealth Advisors	Exact match	Tampa, FL, United StatesHQ recorded Oct 20, 2026	11-50	9 contacts →
	Exact match “We believe effective wealth management is the ongoing process of helping our clients accumulate, manage, and distribute assets for a lifetime of financial independence and legacy…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
9	Opinicus	Exact match	Tampa, FL, United StatesHQ recorded Oct 20, 2026	1-10	8 contacts →
	Exact match “Opinicus is a boutique investment management and financial planning firm founded by entrepreneurs, for affluent professionals and entrepreneurs.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
10	Sickle Hunter Financial Advisors	Exact match	Tampa, FL, United StatesHQ recorded Oct 20, 2026	1-10	8 contacts →
	Exact match “Sickle Hunter Financial Advisors is a Financial Planning and Asset Management firm located in Tampa, Florida.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
11	BT Wealth Advisors	Exact match	Tampa, FL, United StatesHQ recorded Oct 20, 2026	1-10	7 contacts →
	Exact match “BT Wealth Advisors is committed to taking the time to understand your financial goals and objectives while working closely with you to achieve comprehensive wealth management.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
12	SFG Wealth Advisors, LLC	Exact match	Tampa, FL, United StatesHQ recorded Oct 20, 2026	1-10	6 contacts →
	Exact match “A full-service wealth management firm, SFG Wealth Advisors specializes in creating financial strategies that allow our clients the opportunity to pursue their goals and dreams…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
13	Knight Family Wealth	Exact match	Tampa, United StatesHQ recorded Oct 20, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
14	American Family Legacy Group	Exact match	Tampa, FL, United StatesHQ recorded Oct 20, 2026	1-10	3 contacts →
	Exact match “American Family Legacy Group is a wealth management firm dedicated to providing independent and wealth management advice through personalized service and expert financial…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
15	Suncoast Investment Services	Exact match	Tampa, FL, United StatesHQ recorded Oct 20, 2026	11-50	2 contacts →
	Exact match “When you’re making important financial decisions you want sound, personalized advice from someone who knows you.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
16	Legacy Wealth Planning Group	Exact match	Tampa, FL, United StatesHQ recorded Oct 20, 2026	1-10	2 contacts →
	Exact match “We are a full service wealth management firm dedicated to helping you reach your life goals.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
17	Success Wealth Management	Exact match	Tampa, FL, United StatesHQ recorded Oct 20, 2026	1-10	1 contacts →
	Exact match “At Success Wealth Management, our Mission Statement is to make a significant impact on our clients’ financial lives through education, communication, and service that exceeds…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
18	Insurawealth	Exact match	Tampa, FL, United StatesHQ recorded Oct 20, 2026	1-10	1 contacts →
	Exact match “With decades of combined experience, InsuraWealth specializes in comprehensive wealth management for individuals and families seeking long-term financial success.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
19	Client Centric Advisors	Exact match	Tampa, FL, United StatesHQ recorded Oct 20, 2026	1-10	1 contacts →
	Exact match “Our premiere financial services experience is customized to every client’s unique needs.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
20	PER Vitam Wealth Partners	Exact match	Tampa, FL, United StatesHQ recorded Oct 20, 2026	1-10	1 contacts →
	Exact match “2808 West Azeele Street \| Suite 117 Tampa, FL 33609 Info@PerVitamWealthPartners.com Securities offered through Securities America, Inc.(SAI) member FINRA/SIPC.” 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 20 of 41 wealth management all-in-one advisor desktop platform companies based in Tampa, United States

See the full list, filter by size, metro and specialty, and access 347 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 Tampa, United States at a glance

As of Oct 20, 2026

48.1%Verified-email coverage

17.6Average contacts per company

1-10Median size (employees)

Oct 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

10001+

Email recency for this list is measured across the whole United States list rather than for Tampa, so it is reported there. Company counts and contact totals on this page are exact for Tampa, over 41 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 Tampa, 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 347 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 Tampa, United States?

RevenueBase identified 41 company matches for wealth management all-in-one advisor desktop platform companies associated with Tampa, 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?

Florida Financial Advisors 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). Tampa has 41.

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 347 professional contacts with verified work emails tracked across these 41 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.