Company lists · Data refreshed September 2026
Top 22 Wealth management platforms based in Denver, United States
RevenueBase identified 46 wealth management platforms headquartered in Denver, United States as of September 2026 and tracks 399 professional contacts across them, including 143 with verified work emails. New York is the largest hub.
This list covers wealth management platforms headquartered in Denver, 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 14, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 22 largest wealth management platforms based in Denver, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 35 contacts → | ||||
Strong evidence “GHP Investment Advisors provides wealth management services to individuals and families.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 24 contacts → | ||||
Partial evidence “IWP Family Office is now Matter Family Office, a people-first multi-family office serving ultra-high-net-worth families through integrated investment management, family learning &…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 24 contacts → | ||||
Indirect evidence “Dominick Paoloni, Founder and Chief Investment Officer (CIO) of IPS Strategic Capital, has dedicated over 30 years to the investment community.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 23 contacts → | ||||
Partial evidence “IMA provides personal investment management services to individual and institutional clients through separately managed accounts.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 18 contacts → | ||||
Partial evidence “Bespoke Group provides comprehensive solutions to the highly affluent regarding family services and asset management.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 17 contacts → | ||||
Indirect evidence “At Destiny Capital, we empower entrepreneurs and retirees to take control of their financial journey while forging ahead with greater clarity, confidence, and purpose.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 15 contacts → | ||||
Strong evidence “EdgeRock is an independent wealth management firm headquartered in Denver, CO.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 13 contacts → | ||||
Strong evidence “At Private Capital Management our goal is to provide you the peace of mind that comes from knowing your wealth management strategy has been properly developed and your financial…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 13 contacts → | ||||
Strong evidence “At Brown and Company, we believe true wealth management goes far beyond investments.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 11 contacts → | ||||
Strong evidence “Denver Private Wealth Management, is a client-focused, full-service wealth management advisory firm created to meet the unique needs of our clients.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 7 contacts → | ||||
Strong evidence “FinFolio makes portfolio management software for investment advisors and professional wealth managers.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6 contacts → | ||||
Indirect evidence “Our mission is to be one of the most valued professional relationships our clients have by providing in-depth education, effective communication, and a level of personal attention…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 contacts → | ||||
Indirect evidence “Using our innovative GlidePath Method,™ American Portfolios Denver is the valued financial partner of successful business owners, individuals, and multi-generational families.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5 contacts → | ||||
Strong evidence “Elevate Wealth Management is a financial planning team with a combined 90 years of experience.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Strong evidence “The Kelly & Wohlner Group is a boutique, private wealth management practice, providing comprehensive financial consultation and sophisticated portfolio management services to…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Strong evidence “Noble Wealth Partners is an independent wealth management boutique specializing in financial planning, global asset management, financial advisory, risk management, tax planning…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Indirect evidence “Trace8 is an end-to-end solution that allows RIAs and multi-family offices to offer private capital opportunities to their clients.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Strong evidence “5280 Associates Wealth Management is a company based out of DENVER, CO, United States.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Strong evidence “We provide comprehensive financial planning and wealth management services for every stage of the journey but particularly accumulating for and managing resources in retirement.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Strong evidence “Cardan Capital Partners, LLC is an independent wealth advisory firm providing comprehensive wealth management and financial guidance to a select group of business owners and…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “Personal Adviser We take pride in knowing each client and take into account all of their financial circumstances.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence “Everything we do at Ratio is customized – to the smallest detail – based on your life situation, expectations, goals, portfolio and comfort level.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth management platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names wealth management platforms.
- Partial evidence
- Its own public description names part of wealth management platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 22 of 46 wealth management platforms based in Denver, United States
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Wealth management platforms based in Denver, United States at a glance
As of Sep 14, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Denver, so it is reported there. Company counts and contact totals on this page are exact for Denver, over 46 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 platforms, 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 Denver, United States whose own description of what they do matches “wealth management platforms”. 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 platforms), 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 platforms, and records with no verified work email. Companies headquartered outside Denver 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, 143 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 14, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Wealth management platforms by metro in the United States
- Wealth management platforms in New York208
- Wealth management platforms in Chicago72
- Wealth management platforms in Atlanta64
- Wealth management platforms in Dallas64
- Wealth management platforms in San Diego59
- Wealth management platforms in Houston58
- Wealth management platforms in Miami58
- Wealth management platforms in San Francisco55
- Wealth management platforms in Boston52
- Wealth management platforms in Austin51
- Wealth management platforms in Denver46
- Wealth management platforms in Scottsdale42
- Wealth management platforms in Los Angeles37
- Wealth management platforms in Charlotte35
- Wealth management platforms in Cincinnati35
- Wealth management platforms in Irvine30
- Wealth management platforms in Tampa28
- Wealth management platforms in Minneapolis27
- Wealth management platforms in Newport Beach26
- Wealth management platforms in Seattle25
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 platforms, 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 platforms are there based in Denver, United States?
RevenueBase identified 46 wealth management platforms headquartered in Denver, 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?
GHP Investment Advisors, INC, headquartered in Denver, tops this list with the largest team on record.
Which city has the most wealth management platforms?
New York leads with 208 headquartered companies, followed by Chicago (72) and Atlanta (64).
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 143 verified decision-maker contacts tracked across these 46 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 14, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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