Company lists · Data refreshed September 2026
Top 25 Wealth management platform developers based in Miami, United States
RevenueBase identified 61 company matches for wealth management platform developers associated with Miami, United States as of September 2026 and tracks 863 professional contacts across them, including 383 with verified work emails. Across the United States, New York is the largest hub for this category (256 companies); Miami has 61.
This list covers company matches for wealth management platform developers associated with Miami, 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.
The 25 largest wealth management platform developers based in Miami, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 468 contacts → | ||||
Exact match “Insigneo is a leading international wealth management firm offering a comprehensive menu of services and technology that empowers investment professionals to manage their clients…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 59 contacts → | ||||
Exact match “We are a Wealth Management Firm that designs comprehensive plans according to your life goals.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 28 contacts → | ||||
Exact match “Templum is the operating infrastructure for the future of private markets.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 27 contacts → | ||||
Exact match “BCP Global is a provider of digital solutions for financial advisors and financial institutions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 24 contacts → | ||||
Exact match “Access to institutional-quality alternative investments is where other platforms finish.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 21 contacts → | ||||
Exact match “LYNK Markets is a leading alternative investment platform that connect portfolio managers, investors and distributors with a vast array of bankable alt investments.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 19 contacts → | ||||
Exact match “CapSync is a digital personal financial statement platform that empowers estate planners and wealth management teams with real-time data, enabling faster and more efficient…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 14 contacts → | ||||
Exact match “Ballestas Group is a registered investment advisory (RIA) providing a fully integrated solution in private wealth management to help you organize and preserve your assets…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 11 contacts → | ||||
Exact match “AIC Capital, LLC is research-based and data-driven alternative investment platform for Family Offices, HNW and Institutional Investors For further inquires, please contact AIC…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 9 contacts → | ||||
Exact match “Harbor Ithaka investment advisor focused on assisting ultra high net-worth clients, single-family offices and select financial institutions understand, track and manage global…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 6 contacts → | ||||
Exact match “Alenet Inc is a software development firm specialized in financial services company based out of Coral Gables, Florida, United States.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “We serve as a trusted partner of individuals and families, providing wealth management guidance and solutions based on a thorough a profound understanding of each client’s unique…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “Everyone has their own definition of success, and it usually goes far beyond financial considerations.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “We connect people and companies with global investments.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 5 contacts → | ||||
Exact match “Our team has 50 years of combined experience in the Wealth Management Industry.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “Fund@mental is a global, independent platform that connects the wealth management community.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 4 contacts → | ||||
Exact match “IronClad Family helps financial advisors move beyond portfolio management and become indispensable to the families they serve.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “5E Wealth - Wealth with Intentionality.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “At Fuentes Hondermann Wealth Management, we treat all our clients with respect and privacy, taking to heart our commitment to earn their trust every day.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “Our mission is to give Financial Advisors like you, the confidence to reach higher.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “Founded by Marco Bruzzi and Monica Melotti in 2013 and with Headquarters in Miami, MB America is a wealth management and investment rm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “We’re hard at work creating a wealth management platform that will give you a simple way to grow and manage all of your money in one place in real time.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “In todayʼs ever-changing market, investors are faced with a multitude of investment alternatives.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “StateTrust, a privately held, Wealth Management and Investment Bank catering to high net worth individuals, with a range of advisory, brokerage, FX and private banking services” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “Have you ever considered looking at your investments from a global perspective?” 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 61 wealth management platform developers based in Miami, United States
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Wealth management platform developers based in Miami, United States at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Miami, so it is reported there. Company counts and contact totals on this page are exact for Miami, over 61 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 Miami, 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 383 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
- Wealth management platform developers in New York256
- Wealth management platform developers in San Francisco76
- Wealth management platform developers in Chicago64
- Wealth management platform developers in Boston56
- Wealth management platform developers in San Diego56
- Wealth management platform developers in Atlanta54
- Wealth management platform developers in Houston52
- Wealth management platform developers in Austin48
- Wealth management platform developers in Denver45
- Wealth management platform developers in Dallas43
- Wealth management platform developers in Los Angeles39
- Wealth management platform developers in Scottsdale30
- Wealth management platform developers in Charlotte29
- Wealth management platform developers in Tampa29
- Wealth management platform developers in Cincinnati27
- Wealth management platform developers in Irvine26
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 Miami, United States?
RevenueBase identified 61 company matches for wealth management platform developers associated with Miami, 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?
Insigneo 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). Miami has 61.
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 383 professional contacts with verified work emails tracked across these 61 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.
Ready to reach these companies? Verified emails and direct dials for all 61 wealth management platform developers based in Miami, United States. Start with a free account, no credit card.
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Wealth management platform developers by geography
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- Wealth management platform developers based in Sydney, Australia
- Wealth management platform developers based in Rio De Janeiro, Brazil
- Wealth management platform developers based in Sao Paulo, Brazil
- Wealth management platform developers based in Calgary, Canada
- Wealth management platform developers based in Montreal, Canada
- Wealth management platform developers based in Toronto, Canada
- Wealth management platform developers based in Vancouver, Canada
- Wealth management platform developers based in Lyon, France
- Wealth management platform developers based in Paris, France
- Wealth management platform developers based in Berlin, Germany
- Wealth management platform developers based in Frankfurt, Germany
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth management platform developers based in Melbourne, Australia
- Wealth management platform developers based in Sydney, Australia
- Wealth management platform developers based in Rio De Janeiro, Brazil
- Wealth management platform developers based in Sao Paulo, Brazil
- Wealth management platform developers based in Calgary, Canada
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Company intelligence · public preview
Top 25 wealth management platform developers based in Miami, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 61 matching company records for wealth management platform developers based in Miami, United States, with 863 tracked contacts and 383 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 wealth management platform developers based in Miami, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Insigneoinsigneo.com HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 468 contacts → |
“Insigneo is a leading international wealth management firm offering a comprehensive menu of services and technology that empowers investment professionals to manage their clients…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Perfect Circle INCperfectcircle.lifeHQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 59 contacts → |
“We are a Wealth Management Firm that designs comprehensive plans according to your life goals.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Templumtempluminc.comHQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 28 contacts → |
“Templum is the operating infrastructure for the future of private markets.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | BCP Globalbcpglobal.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 27 contacts → |
“BCP Global is a provider of digital solutions for financial advisors and financial institutions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Crystal Capital Partnerscrystalfunds.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 24 contacts → |
“Access to institutional-quality alternative investments is where other platforms finish.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Lynk Marketslynkcm.com HQ: Miami, United StatesReported employees: 11-50 | Miami, United States | 11-50 | Exact match | 21 contacts → |
“LYNK Markets is a leading alternative investment platform that connect portfolio managers, investors and distributors with a vast array of bankable alt investments.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Capsynccapsync.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 19 contacts → |
“CapSync is a digital personal financial statement platform that empowers estate planners and wealth management teams with real-time data, enabling faster and more efficient…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Ballestas Groupballestasgroup.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 14 contacts → |
“Ballestas Group is a registered investment advisory (RIA) providing a fully integrated solution in private wealth management to help you organize and preserve your assets…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  AIC Capital, LLCaic-capital.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 11 contacts → |
“AIC Capital, LLC is research-based and data-driven alternative investment platform for Family Offices, HNW and Institutional Investors For further inquires, please contact AIC…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Harbor Ithakaharbor-ithaka.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“Harbor Ithaka investment advisor focused on assisting ultra high net-worth clients, single-family offices and select financial institutions understand, track and manage global…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Alenet, INCalenet.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 6 contacts → |
“Alenet Inc is a software development firm specialized in financial services company based out of Coral Gables, Florida, United States.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Bradley & Company Private Wealth Management, LLCbradleyandco.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 5 contacts → |
“We serve as a trusted partner of individuals and families, providing wealth management guidance and solutions based on a thorough a profound understanding of each client’s unique…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Matriarch Wealth Managementmatriarchwm.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 5 contacts → |
“Everyone has their own definition of success, and it usually goes far beyond financial considerations.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Galicia Capital Us, LLCgaliciacapital.usHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 5 contacts → |
“We connect people and companies with global investments.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Anthem Advisorsanthemadvice.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 5 contacts → |
“Our team has 50 years of combined experience in the Wealth Management Industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Fund Mentalmyfundamental.netHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 5 contacts → |
“Fund@mental is a global, independent platform that connects the wealth management community.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Ironclad Familyironcladfamily.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 4 contacts → |
“IronClad Family helps financial advisors move beyond portfolio management and become indispensable to the families they serve.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  5e Wealth5ewealth.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 4 contacts → |
“5E Wealth - Wealth with Intentionality.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Fuentes Hondermann Wealth Managementfuenteshondermann.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 3 contacts → |
“At Fuentes Hondermann Wealth Management, we treat all our clients with respect and privacy, taking to heart our commitment to earn their trust every day.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Potomac Fund Management, INCpotomacfund.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 3 contacts → |
“Our mission is to give Financial Advisors like you, the confidence to reach higher.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Mbamericambamerica.net HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 2 contacts → |
“Founded by Marco Bruzzi and Monica Melotti in 2013 and with Headquarters in Miami, MB America is a wealth management and investment rm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Evergreen Moneyevergreenmoney.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 2 contacts → |
“We’re hard at work creating a wealth management platform that will give you a simple way to grow and manage all of your money in one place in real time.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Gordon Wealth Financial Life Advisorsgordonwealth.netHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 2 contacts → |
“In todayʼs ever-changing market, investors are faced with a multitude of investment alternatives.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Statetrust Groupstatetrust.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 2 contacts → |
“StateTrust, a privately held, Wealth Management and Investment Bank catering to high net worth individuals, with a range of advisory, brokerage, FX and private banking services” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Maway Global Investmentsmaway.usHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 2 contacts → |
“Have you ever considered looking at your investments from a global perspective?” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 61 company matches
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Wealth management platform developers: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
61 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Miami, so it is reported there. Company counts and contact totals on this page are exact for Miami, over 61 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Wealth management platform developers by metro in the United States
- Wealth management platform developers in New York256
- Wealth management platform developers in San Francisco76
- Wealth management platform developers in Chicago64
- Wealth management platform developers in Boston56
- Wealth management platform developers in San Diego56
- Wealth management platform developers in Atlanta54
- Wealth management platform developers in Houston52
- Wealth management platform developers in Austin48
- Wealth management platform developers in Denver45
- Wealth management platform developers in Dallas43
- Wealth management platform developers in Los Angeles39
- Wealth management platform developers in Scottsdale30
- Wealth management platform developers in Charlotte29
- Wealth management platform developers in Tampa29
- Wealth management platform developers in Cincinnati27
- Wealth management platform developers in Irvine26
Questions about this company list
What does Exact match mean for wealth management platform developers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealth management platform developers did RevenueBase find based in Miami, United States?
The saved snapshot records 61 matching company records, 863 tracked contacts and 383 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Wealth management platform developers by geography
- Wealth management platform developers based in Melbourne, Australia
- Wealth management platform developers based in Sydney, Australia
- Wealth management platform developers based in Rio De Janeiro, Brazil
- Wealth management platform developers based in Sao Paulo, Brazil
- Wealth management platform developers based in Calgary, Canada
- Wealth management platform developers based in Montreal, Canada
- Wealth management platform developers based in Toronto, Canada
- Wealth management platform developers based in Vancouver, Canada
- Wealth management platform developers based in Lyon, France
- Wealth management platform developers based in Paris, France
- Wealth management platform developers based in Berlin, Germany
- Wealth management platform developers based in Frankfurt, Germany
Cite this list
RevenueBase Data Team. Top 25 wealth management platform developers based in Miami, United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/wealth-management-platform-developers/united-states/miami.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth management platform developers based in Melbourne, Australia
- Wealth management platform developers based in Sydney, Australia
- Wealth management platform developers based in Rio De Janeiro, Brazil
- Wealth management platform developers based in Sao Paulo, Brazil
- Wealth management platform developers based in Calgary, Canada
- Wealth management platform developers based in Montreal, Canada
Company intelligence · public preview
Top 25 wealth management platform developers based in Miami, United States
RevenueBase records 61 matching company records for wealth management platform developers based in Miami, United States, with 863 tracked contacts and 383 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 wealth management platform developers based in Miami, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Insigneoinsigneo.com HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 468 contacts → |
“Insigneo is a leading international wealth management firm offering a comprehensive menu of services and technology that empowers investment professionals to manage their clients…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Perfect Circle INCperfectcircle.life HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 59 contacts → |
“We are a Wealth Management Firm that designs comprehensive plans according to your life goals.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Templumtempluminc.com HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 28 contacts → |
“Templum is the operating infrastructure for the future of private markets.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | BCP Globalbcpglobal.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 27 contacts → |
“BCP Global is a provider of digital solutions for financial advisors and financial institutions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Crystal Capital Partnerscrystalfunds.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 24 contacts → |
“Access to institutional-quality alternative investments is where other platforms finish.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Lynk Marketslynkcm.com HQ: Miami, United StatesReported employees: 11-50 | Miami, United States | 11-50 | Exact match | 21 contacts → |
“LYNK Markets is a leading alternative investment platform that connect portfolio managers, investors and distributors with a vast array of bankable alt investments.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Capsynccapsync.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 19 contacts → |
“CapSync is a digital personal financial statement platform that empowers estate planners and wealth management teams with real-time data, enabling faster and more efficient…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Ballestas Groupballestasgroup.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 14 contacts → |
“Ballestas Group is a registered investment advisory (RIA) providing a fully integrated solution in private wealth management to help you organize and preserve your assets…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | AIC Capital, LLCaic-capital.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 11 contacts → |
“AIC Capital, LLC is research-based and data-driven alternative investment platform for Family Offices, HNW and Institutional Investors For further inquires, please contact AIC…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Harbor Ithakaharbor-ithaka.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“Harbor Ithaka investment advisor focused on assisting ultra high net-worth clients, single-family offices and select financial institutions understand, track and manage global…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Alenet, INCalenet.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 6 contacts → |
“Alenet Inc is a software development firm specialized in financial services company based out of Coral Gables, Florida, United States.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Bradley & Company Private Wealth Management, LLCbradleyandco.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 5 contacts → |
“We serve as a trusted partner of individuals and families, providing wealth management guidance and solutions based on a thorough a profound understanding of each client’s unique…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Matriarch Wealth Managementmatriarchwm.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 5 contacts → |
“Everyone has their own definition of success, and it usually goes far beyond financial considerations.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Galicia Capital Us, LLCgaliciacapital.us HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 5 contacts → |
“We connect people and companies with global investments.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Anthem Advisorsanthemadvice.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 5 contacts → |
“Our team has 50 years of combined experience in the Wealth Management Industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Fund Mentalmyfundamental.net HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 5 contacts → |
“Fund@mental is a global, independent platform that connects the wealth management community.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Ironclad Familyironcladfamily.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 4 contacts → |
“IronClad Family helps financial advisors move beyond portfolio management and become indispensable to the families they serve.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | 5e Wealth5ewealth.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 4 contacts → |
“5E Wealth - Wealth with Intentionality.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Fuentes Hondermann Wealth Managementfuenteshondermann.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 3 contacts → |
“At Fuentes Hondermann Wealth Management, we treat all our clients with respect and privacy, taking to heart our commitment to earn their trust every day.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Potomac Fund Management, INCpotomacfund.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 3 contacts → |
“Our mission is to give Financial Advisors like you, the confidence to reach higher.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Mbamericambamerica.net HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 2 contacts → |
“Founded by Marco Bruzzi and Monica Melotti in 2013 and with Headquarters in Miami, MB America is a wealth management and investment rm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Evergreen Moneyevergreenmoney.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 2 contacts → |
“We’re hard at work creating a wealth management platform that will give you a simple way to grow and manage all of your money in one place in real time.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Gordon Wealth Financial Life Advisorsgordonwealth.net HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 2 contacts → |
“In todayʼs ever-changing market, investors are faced with a multitude of investment alternatives.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Statetrust Groupstatetrust.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 2 contacts → |
“StateTrust, a privately held, Wealth Management and Investment Bank catering to high net worth individuals, with a range of advisory, brokerage, FX and private banking services” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Maway Global Investmentsmaway.us HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 2 contacts → |
“Have you ever considered looking at your investments from a global perspective?” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 61 company matches
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Wealth management platform developers: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
61 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Miami, so it is reported there. Company counts and contact totals on this page are exact for Miami, over 61 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Wealth management platform developers by metro in the United States
- Wealth management platform developers in New York256
- Wealth management platform developers in San Francisco76
- Wealth management platform developers in Chicago64
- Wealth management platform developers in Boston56
- Wealth management platform developers in San Diego56
- Wealth management platform developers in Atlanta54
- Wealth management platform developers in Houston52
- Wealth management platform developers in Austin48
- Wealth management platform developers in Denver45
- Wealth management platform developers in Dallas43
- Wealth management platform developers in Los Angeles39
- Wealth management platform developers in Scottsdale30
- Wealth management platform developers in Charlotte29
- Wealth management platform developers in Tampa29
- Wealth management platform developers in Cincinnati27
- Wealth management platform developers in Irvine26
Questions about this company list
What does Exact match mean for wealth management platform developers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealth management platform developers did RevenueBase find based in Miami, United States?
The saved snapshot records 61 matching company records, 863 tracked contacts and 383 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 wealth management platform developers based in Miami, United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/wealth-management-platform-developers/united-states/miami.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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