Company lists · Data refreshed September 2026

Top 25 Wealth management platform developers based in Chicago, United States

Name: Wealth management platform developers based in Chicago, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 64 companies tracked

RevenueBase identified 64 company matches for wealth management platform developers associated with Chicago, United States as of September 2026 and tracks 30,349 professional contacts across them, including 6,801 with verified work emails. Across the United States, New York is the largest hub for this category (256 companies); Chicago has 64.

This list covers company matches for wealth management platform developers associated with Chicago, 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

64Companies

30,349Contacts tracked

6,801Verified emails

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The 25 largest wealth management platform developers based in Chicago, United States

Ranked by team size

Top 25 of 64 company matches for wealth management platform developers based in Chicago, 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	Northern Trust	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	10001+	27,212 contacts →
	Exact match “As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Enfusion NOW Cwan	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	5,001-10,000	818 contacts →
	Exact match “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Hightower Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	1,001-5,000	575 contacts →
	Exact match “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Ycharts	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	51-200	183 contacts →
	Exact match “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	Supernova Technology	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	51-200	146 contacts →
	Exact match “Supernova Technology offers a cloud-based, fully-customizable, end-to-end software solution to automate securities-based lending from origination through the life of the loan.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Geowealth	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	51-200	140 contacts →
	Exact match “GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Zacks Investment Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	51-200	130 contacts →
	Exact match “In 1992, Zacks Investment Management was established as a wholly owned subsidiary of Zacks Investment Research.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Halo Investing	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	51-200	120 contacts →
	Exact match “Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Advyzon	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	51-200	108 contacts →
	Exact match “In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Vestgen Wealth Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	51-200	107 contacts →
	Exact match “At VestGen, we’re transforming succession planning.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Practifi	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	51-200	81 contacts →
	Exact match “Practifi is the only intelligent CRM built specifically for wealth management firms.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Chicago Partners Wealth Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	51-200	62 contacts →
	Exact match “Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	KKM Financial	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	n/a	57 contacts →
	Exact match “KKM is a boutique investment solutions firm that creates research-based financial products.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Vivaldi Capital Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	11-50	50 contacts →
	Exact match “Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Vestor Capital, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	11-50	38 contacts →
	Exact match “Founded in 1984, Vestor Capital, LLC is one of Chicago’s leading independent firms.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Uhlmann Price Securities, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	11-50	23 contacts →
	Exact match “Headquartered in Chicago, Uhlmann Price Securities is a full service, privately owned brokerage firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Bridgeft	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	11-50	20 contacts →
	Exact match “BridgeFT is now a part of Field.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	Nextcapital	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	51-200	15 contacts →
	Exact match “NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	Wealthblock	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	11-50	10 contacts →
	Exact match “WealthBlock provides private investment firms with a tailored platform that integrates seamlessly with existing systems, streamlining complex workflows like investor onboarding…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	Expressive Wealth	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	1-10	9 contacts →
	Exact match “Whether you’re investing for the first time, navigating complex tax laws, or planning your estate, we have the team to help you achieve your wealth goals with a holistic approach.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Financial Solutions Advisory Group, INC	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	1-10	7 contacts →
	Exact match “We deliver personalized wealth management and financial planning, helping clients navigate their pre-retirement years and retire with confidence, peace of mind, and financial…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	CI Gofen And Glossberg Private Wealth	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	11-50	6 contacts →
	Exact match “Founded in 1932, Gofen and Glossberg provides investment guidance to individuals, families, foundations, endowments, companies and pension plans.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	Impruve	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	1-10	6 contacts →
	Exact match “At Impruve, we serve as the AI Steward for leading wealth management firms.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	Slayton Lewis	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “In a world of overwhelming investment choices, Slayton Lewis has a sole mission, to guide individual high net-worth clients through the maze of financial decisions, with a…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	Podesta Capital Of Apollon	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	11-50	5 contacts →
	Exact match “Podesta Capital Apollon is a 3rd generation wealth management firm established, first and foremost, to benefit our clients.” 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 platform developers”. 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 64 wealth management platform developers based in Chicago, United States

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Wealth management platform developers based in Chicago, United States at a glance

As of Sep 29, 2026

22.4%Verified-email coverage

474.2Average contacts per company

11-50Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 64 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 Chicago, United States whose business descriptions match “wealth management platform developers” 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 6,801 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 platform developers 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 platform developers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management platform developers are there based in Chicago, United States?

RevenueBase identified 64 company matches for wealth management platform developers associated with Chicago, 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?

Northern Trust 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 platform developers?

New York leads the United States with 256 company records, followed by San Francisco (76) and Chicago (64).

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 6,801 professional contacts with verified work emails tracked across these 64 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.