Company lists · Data refreshed September 2026

Top 21 Wealth management software companies based in Chicago, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 45 companies tracked

RevenueBase identified 45 company matches for wealth management software companies associated with Chicago, United States as of September 2026 and tracks 28,889 professional contacts across them, including 5,806 with verified work emails. Across the United States, New York is the largest hub for this category (131 companies); Chicago follows with 45.

This list covers company matches for wealth management software companies 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 14, 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 14, 2026 How this list was built

45Companies

28,889Contacts tracked

5,806Verified emails

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The 21 largest wealth management software companies based in Chicago, United States

Ranked by team size

Top 21 of 45 company matches for wealth management software companies based in Chicago, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 14, 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 14, 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 14, 2026 · View company records in RevenueBase
2	Hightower Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 14, 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 14, 2026 · View company records in RevenueBase
3	Ycharts	Exact match	Chicago, IL, United StatesHQ recorded Sep 14, 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 14, 2026 · View company records in RevenueBase
4	Geowealth	Exact match	Chicago, IL, United StatesHQ recorded Sep 14, 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 14, 2026 · View company records in RevenueBase
5	Advyzon	Exact match	Chicago, IL, United StatesHQ recorded Sep 14, 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 14, 2026 · View company records in RevenueBase
6	Chicago Partners Wealth Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 14, 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 14, 2026 · View company records in RevenueBase
7	KKM Financial	Exact match	Chicago, IL, United StatesHQ recorded Sep 14, 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 14, 2026 · View company records in RevenueBase
8	Vivaldi Capital Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 14, 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 14, 2026 · View company records in RevenueBase
9	Vestor Capital, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 14, 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 14, 2026 · View company records in RevenueBase
10	Bridgeft	Exact match	Chicago, IL, United StatesHQ recorded Sep 14, 2026	11-50	20 contacts →
	Exact match “BridgeFT is now a part of Field.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
11	Stenger Family Office	Exact match	Chicago, IL, United StatesHQ recorded Sep 14, 2026	11-50	18 contacts →
	Exact match “Stenger Family Office is an independent, fiduciary wealth management firm with offices in Chicago, IL, Naperville, IL, Spring, TX, and Baton Rouge, LA.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
12	Nextcapital	Exact match	Chicago, IL, United StatesHQ recorded Sep 14, 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 14, 2026 · View company records in RevenueBase
13	Expressive Wealth	Exact match	Chicago, IL, United StatesHQ recorded Sep 14, 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 14, 2026 · View company records in RevenueBase
14	Financial Solutions Advisory Group, INC	Exact match	Chicago, IL, United StatesHQ recorded Sep 14, 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 14, 2026 · View company records in RevenueBase
15	WWM Investments, LLC Chicago, IL	Exact match	Chicago, IL, United StatesHQ recorded Sep 14, 2026	11-50	6 contacts →
	Exact match “WWM Investments, LLC (WWM) specializes in comprehensive financial planning, wealth management solutions and retirement plan design.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
16	Podesta Capital Of Apollon	Exact match	Chicago, IL, United StatesHQ recorded Sep 14, 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 14, 2026 · View company records in RevenueBase
17	Horizon Family Wealth	Exact match	Chicago, IL, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “Horizon Family Wealth provides comprehensive wealth management exclusively to high net worth individuals and multi-family offices.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
18	Advanced Objects	Exact match	Chicago, IL, United StatesHQ recorded Sep 14, 2026	11-50	2 contacts →
	Exact match “Advanced Objects is a software development and technology consulting firm that enables Broker/Dealer platforms, RIAs, Asset Managers and Financial Advisors to scale their business…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
19	Archiwealth	Exact match	Chicago, IL, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “Our firm’s name - Archiwealth - reflects our mission: to serve as the guiding architects on the journey to building your wealth.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
20	Regier Private Wealth Management, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “Wealth management services for business owners and executives.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
21	Recondite Capital	Exact match	Chicago, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 14, 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 software companies”. 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 21 of 45 wealth management software companies based in Chicago, United States

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Wealth management software companies based in Chicago, United States at a glance

As of Sep 14, 2026

20.1%Verified-email coverage

642.0Average contacts per company

11-50Median size (employees)

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

1,001-5,000

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 45 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 software companies” 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 5,806 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 14, 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 software companies 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 software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management software companies are there based in Chicago, United States?

RevenueBase identified 45 company matches for wealth management software companies 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 software companies?

New York leads the United States with 131 company records, followed by Chicago (45) and Dallas (43).

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 5,806 professional contacts with verified work emails tracked across these 45 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 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 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.