Company lists · Data refreshed September 2026

Top 18 Wealth management marketing agencies based in Louisville, United States

Name: Wealth management marketing agencies based in Louisville, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 48 companies tracked

RevenueBase identified 48 company matches for wealth management marketing agencies associated with Louisville, United States as of September 2026 and tracks 771 professional contacts across them, including 143 with verified work emails. Across the United States, New York is the largest hub for this category (512 companies); Louisville has 48.

This list covers company matches for wealth management marketing agencies associated with Louisville, 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 September 29, 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 Sep 29, 2026 How this list was built

48Companies

771Contacts tracked

143Verified emails

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The 18 largest wealth management marketing agencies based in Louisville, United States

Ranked by team size

Top 18 of 48 company matches for wealth management marketing agencies based in Louisville, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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	The Marketing Squad	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	11-50	19 contacts →
	Exact match “Helping businesses cut through the noise, reach the right audience, and grow … The Marketing Squad is a Louisville-based marketing agency founded in 2007.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Commonwealth Capital Management CCM	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	11-50	18 contacts →
	Exact match “Founded in 1994, Commonwealth Capital Management is focused on providing personal, comprehensive and objective wealth management services to business owners, physicians…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Meritrust Wealth Management	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	11-50	15 contacts →
	Exact match “At Meritrust Wealth Management, we are focused on you and your goals.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	First Kentucky Trust	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	11-50	14 contacts →
	Exact match “For wealthy families and individuals in the Louisville community and elsewhere, we’re a welcome alternative to faceless large banks and brokerage firms-a wise choice for those…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	Trailhead Wealth Management, LLC	Exact match	Louisville, CO, United StatesHQ recorded Sep 29, 2026	11-50	12 contacts →
	Exact match “At Trailhead, our team believes wealth management is more than numbers - it’s about the path you take and the life you want to live.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Mercer Wealth Management Group	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	1-10	11 contacts →
	Exact match “At Mercer Wealth Management, we pride ourselves on ‘making things happen for our clients.’ That begins by carefully listening to them talk about their needs and learning about the…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Centerline Wealth Advisors	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	1-10	10 contacts →
	Exact match “Centerline Wealth Advisors is an RIA based in Louisville, Kentucky that delivers investment advice and management services to a select group of clients and their families.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Lifetime Wealth Strategies	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	1-10	8 contacts →
	Exact match “We believe we work for you, not Wall Street.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Hafele Investments	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	1-10	6 contacts →
	Exact match “Hafele Investments (HI) is a wealth manager and an investment boutique offering services to wealthy families and individuals.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Gainline Financial Partners	Exact match	Louisville, CO, United StatesHQ recorded Sep 29, 2026	1-10	6 contacts →
	Exact match “Gainline Financial Partners provides wealth management, investment planning, and comprehensive service to families and business owners.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Louisville Capital Advisors Of Raymond James	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	11-50	4 contacts →
	Exact match “Our well-established team of financial professionals represents many areas of expertise and a wide range of industry experience, we share a common commitment to the highest of…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Accredited Wealth Management	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “We recognize that wealth is about so much more than just money.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Print TEX USA	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Print Tex USA is your one-stop shop for all your branding and marketing needs.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Allie Bloyd Media	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “My guess is that you’re a great business owner or leader.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Fv2m	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	11-50	2 contacts →
	Exact match “We are the Marketing Agency that will be your beacon of innovation in a sea of change.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	A. Roberts & Associates, INC	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Farrell Wealth Group Northwest Asset Management	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	1-10	1 contacts →
	Exact match “High service wealth management practice offering financial planning and investment management to business owners, families, and retirees.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	GO Fetch Marketing And Design	Exact match	Louisville, KY, United StatesHQ recorded Sep 29, 2026	1-10	1 contacts →
	Exact match “Go Fetch Marketing is a full service advertising agency.” Recorded in the RevenueBase company graph · Sep 29, 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 marketing agencies”. 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 18 of 48 wealth management marketing agencies based in Louisville, United States

See the full list, filter by size, metro and specialty, and access 143 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management marketing agencies based in Louisville, United States at a glance

As of Sep 29, 2026

18.5%Verified-email coverage

16.1Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Louisville, so it is reported there. Company counts and contact totals on this page are exact for Louisville, over 48 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 Louisville, United States whose business descriptions match “wealth management marketing agencies” 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 143 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 September 29, 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 marketing agencies 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 marketing agencies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management marketing agencies are there based in Louisville, United States?

RevenueBase identified 48 company matches for wealth management marketing agencies associated with Louisville, United States as of September 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?

The Marketing Squad 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 marketing agencies?

New York leads the United States with 512 company records, followed by Atlanta (223) and Houston (218). Louisville has 48.

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 143 professional contacts with verified work emails tracked across these 48 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 September 29, 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.