Company lists · Data refreshed September 2026
Top 15 Wealth management api providers based in Los Angeles, United States
RevenueBase identified 25 wealth management api providers headquartered in Los Angeles, United States as of September 2026 and tracks 2,321 professional contacts across them, including 657 with verified work emails. New York is the largest hub.
This list covers wealth management api providers headquartered in Los Angeles, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 15 largest wealth management api providers based in Los Angeles, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 542 contacts → | ||||
Indirect evidence “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 227 contacts → | ||||
Strong evidence “We’re Aspiriant, a national, independent wealth management firm that is 100% employee owned.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 87 contacts → | ||||
Strong evidence “Churchill Management Group at Focus Partners Wealth's objective is to help our clients make money and keep it.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 59 contacts → | ||||
Strong evidence “At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 42 contacts → | ||||
Strong evidence “In LA, you have numerous wealth management firms to choose from.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 17 contacts → | ||||
Strong evidence “Atlas is redefining wealth and asset management for the modern era.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 15 contacts → | ||||
Strong evidence “HCR Advisors is a Los Angeles-based registered investment advisory firm offering personalized wealth management for high-net-worth individuals navigating complex financial lives.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7 contacts → | ||||
Strong evidence “KLK Capital Management LLC offers wealth management services through various unaffiliated companies including advisory services offered by Diversify Advisory Services…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Indirect evidence “Libretto is a powerful advice platform that helps financial advisors make every client feel like they’re worth $100 million.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 3 contacts → | ||||
Indirect evidence “We are dedicated to your success.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Strong evidence “Investment advisory and wealth management firm based in Los Angeles, California.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 contacts → | ||||
Indirect evidence “We do more than just provide financial services.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Strong evidence “Surevest Private Wealth (formerly Surevest Wealth Management) is a boutique wealth management firm for successful individuals who want to delegate their financial planning and…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Indirect evidence “We bring all the pieces together"” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Strong evidence “Maxiam Capital is a private wealth management firm providing investment management, comprehensive financial planning, special needs planning, and long-term wealth strategies for…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth management api providers. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names wealth management api providers.
- Partial evidence
- Its own public description names part of wealth management api providers, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management api providers. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 15 of 25 wealth management api providers based in Los Angeles, United States
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Wealth management api providers based in Los Angeles, United States at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Los Angeles, so it is reported there. Company counts and contact totals on this page are exact for Los Angeles, over 25 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among wealth management api providers, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Los Angeles, United States whose own description of what they do matches “wealth management api providers”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names wealth management api providers), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among wealth management api providers, and records with no verified work email. Companies headquartered outside Los Angeles are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 657 across the full list. 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 September 19, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Wealth management api providers by metro in the United States
- Wealth management api providers in New York119
- Wealth management api providers in San Diego41
- Wealth management api providers in Dallas38
- Wealth management api providers in Miami37
- Wealth management api providers in Houston35
- Wealth management api providers in Atlanta34
- Wealth management api providers in Chicago34
- Wealth management api providers in Boston33
- Wealth management api providers in Austin32
- Wealth management api providers in San Francisco30
- Wealth management api providers in Denver27
- Wealth management api providers in Los Angeles25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names wealth management api providers, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many wealth management api providers are there based in Los Angeles, United States?
RevenueBase identified 25 wealth management api providers headquartered in Los Angeles, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Lido Advisors, headquartered in Los Angeles, tops this list with the largest team on record.
Which city has the most wealth management api providers?
New York leads with 119 headquartered companies, followed by San Diego (41) and Dallas (38).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 657 verified decision-maker contacts tracked across these 25 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 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 Smart Search, 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.
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