Company lists · Data refreshed September 2026

Top 22 Wealth management platform developers based in Los Angeles, United States

RevenueBase identified 39 wealth management platform developers headquartered in Los Angeles, United States as of September 2026 and tracks 1,903 professional contacts across them, including 386 with verified work emails. Across the United States, New York is the largest hub for this category (256 companies); Los Angeles has 39.

This list covers wealth management platform developers 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 29, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
39Companies
1,903Contacts tracked
386Verified emails
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The 22 largest wealth management platform developers based in Los Angeles, United States

Ranked by team size
Top 22 of 39 wealth management platform developers based in Los Angeles, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management platform developers: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceLos Angeles, CA, United StatesHQ checked Sep 29, 2026201-500227 contacts →

Strong evidence

“We’re Aspiriant, a national, independent wealth management firm that is 100% employee owned.”

Source: RevenueBase Database · checked Sep 29, 2026
2Strong evidenceLos Angeles, CA, United StatesHQ checked Sep 29, 20261,001-5,00087 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 29, 2026
3Strong evidenceLos Angeles, CA, United StatesHQ checked Sep 29, 202651-20059 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 29, 2026
4Strong evidenceLos Angeles, CA, United StatesHQ checked Sep 29, 202611-5042 contacts →

Strong evidence

“In LA, you have numerous wealth management firms to choose from.”

Source: RevenueBase Database · checked Sep 29, 2026
5Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 29, 202651-20035 contacts →

Indirect evidence

“Manhattan West is a Los Angeles investment firm serving individuals, families, family offices, and institutions.”

Source: RevenueBase Database · checked Sep 29, 2026
6Strong evidenceLos Angeles, CA, United StatesHQ checked Sep 29, 202611-5017 contacts →

Strong evidence

“Atlas is redefining wealth and asset management for the modern era.”

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 29, 202611-5011 contacts →

Partial evidence

“Founded in 1974, Howard Capital Management is a fee-based financial services company with offices in Los Angeles and New York.”

Source: RevenueBase Database · checked Sep 29, 2026
8Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 29, 20261-1011 contacts →

Partial evidence

“Caminos is a web-based platform used by investment managers that range in both size and complexity.”

Source: RevenueBase Database · checked Sep 29, 2026
9Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 29, 202611-5010 contacts →

Partial evidence

“At L&S Advisors, we strive to help individuals and families manage their wealth.”

Source: RevenueBase Database · checked Sep 29, 2026
10Strong evidenceLos Angeles, CA, United StatesHQ checked Sep 29, 20261-109 contacts →

Strong evidence

“Maru Asset Management provides customized solutions to the next generation of wealth from high-net-worth individuals and families to institutions from Asia and South America.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 29, 20261-107 contacts →

Indirect evidence

“altHQ is a complete, end-to-end solution for managing private investments.”

Source: RevenueBase Database · checked Sep 29, 2026
12Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 29, 20261-105 contacts →

Partial 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 29, 2026
13Strong evidenceLos Angeles, CA, United StatesHQ checked Sep 29, 20261-103 contacts →

Strong evidence

“Sunset West Advisors is an Independent Wealth Management and Investment Advisory Firm based in Los Angeles, California that specializes in serving the diverse financial planning…”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 29, 202611-503 contacts →

Indirect evidence

“We are dedicated to your success.”

Source: RevenueBase Database · checked Sep 29, 2026
15Strong evidenceLos Angeles, CA, United StatesHQ checked Sep 29, 20261-103 contacts →

Strong evidence

“Investment advisory and wealth management firm based in Los Angeles, California.”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 29, 2026201-5002 contacts →

Indirect evidence

“We do more than just provide financial services.”

Source: RevenueBase Database · checked Sep 29, 2026
17Strong evidenceLos Angeles, CA, United StatesHQ checked Sep 29, 20261-102 contacts →

Strong evidence

“Round is the first fintech firm in the world that provides active investment management services of the ultra-wealthy to everyday people through the convenience of a mobile app.”

Source: RevenueBase Database · checked Sep 29, 2026
18Strong evidenceLos Angeles, CA, United StatesHQ checked Sep 29, 20261-102 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 29, 2026
19Indirect evidenceLos Angeles, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Raziel consolidates your investments in private companies, crypto, and real estate, allowing you to track, analyze, and optimize all your investments from a single portfolio…”

Source: RevenueBase Database · checked Sep 29, 2026
20Indirect evidenceLos Angeles, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“We bring all the pieces together"”

Source: RevenueBase Database · checked Sep 29, 2026
21Strong evidenceLos Angeles, CA, United StatesHQ checked Sep 29, 20261-101 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 29, 2026
22Strong evidenceLos Angeles, CA, United StatesHQ checked Sep 29, 20261-101 contacts →

Strong evidence

“Thrive FX Capital is a leading-edge forex trading account management platform, driven by cutting-edge AI technology.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 22 of 39 wealth management platform developers based in Los Angeles, United States

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

As of Sep 29, 2026
20.3%Verified-email coverage
48.8Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
22
11-50
9
51-200
2
201-500
3
1,001-5,000
1
10001+
1

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 39 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 platform developers, 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 platform developers”. 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 platform developers), 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 platform developers, 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, 386 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 29, 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.

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 platform developers, 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 platform developers are there based in Los Angeles, United States?

RevenueBase identified 39 wealth management platform developers 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?

Aspiriant, headquartered in Los Angeles, tops this list with the largest team on record.

Which city in the United States has the most wealth management platform developers?

New York leads the United States with 256 headquartered companies, followed by San Francisco (76) and Chicago (64). Los Angeles has 39.

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 386 verified decision-maker contacts tracked across these 39 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 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 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.