Company lists · Data refreshed September 2026

Top 25 Wealth management software firms based in Atlanta, United States

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

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

RevenueBase identified 64 wealth management software firms headquartered in Atlanta, United States as of September 2026 and tracks 747 professional contacts across them, including 373 with verified work emails. Across the United States, New York is the largest hub for this category (196 companies); Atlanta has 64.

This list covers wealth management software firms headquartered in Atlanta, 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

64Companies

747Contacts tracked

373Verified emails

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The 25 largest wealth management software firms based in Atlanta, United States

Ranked by team size

Top 25 of 64 wealth management software firms based in Atlanta, 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 software firms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Signaturefd	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	51-200	125 contacts →
	Partial evidence “At SignatureFD, we believe people want to use their wealth to do something worthwhile – for themselves, those they love, and their community.” Source: RevenueBase Database · checked Sep 29, 2026
2	BIP Wealth	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	51-200	102 contacts →
	Partial evidence “At BIP Wealth, our experienced team members help clients manage their wealth.” Source: RevenueBase Database · checked Sep 29, 2026
3	Balentine	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	51-200	77 contacts →
	Strong evidence “Balentine is an award-winning wealth management firm built for ultra-high-net-worth families and entrepreneurs - and run by them.” Source: RevenueBase Database · checked Sep 29, 2026
4	Bison Wealth, LLC	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	51-200	45 contacts →
	Partial evidence “Bison Wealth strives to create and implement a wealth plan for each individual and family that meets their unique needs based on our ability to listen first and capture what…” Source: RevenueBase Database · checked Sep 29, 2026
5	Gridline	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	11-50	28 contacts →
	Indirect evidence “Private markets are no longer just about access.” Source: RevenueBase Database · checked Sep 29, 2026
6	Persium Group	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	11-50	20 contacts →
	Partial evidence “Persium is a strategic wealth advisory firm that helps business owners, retirement plan committees, and individual investors pursue long term financial freedom.” Source: RevenueBase Database · checked Sep 29, 2026
7	Gratus Capital	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	11-50	14 contacts →
	Strong evidence “Gratus Capital is a wealth management firm focused exclusively on serving a select group of successful individuals, families, foundations and endowments.” Source: RevenueBase Database · checked Sep 29, 2026
8	Smith Howard Wealth Management, LLC	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	1-10	11 contacts →
	Strong evidence “Meet Smith +Howard Wealth Management.” Source: RevenueBase Database · checked Sep 29, 2026
9	Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	11-50	10 contacts →
	Strong evidence “Harmon Financial Advisors is an independent wealth management team specializing in comprehensive wealth management, investment management and retirement income planning.” Source: RevenueBase Database · checked Sep 29, 2026
10	Vinitas Partners	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	1-10	9 contacts →
	Strong evidence “We are a boutique financial services firm in Atlanta, GA, focused on providing highly customized financial and asset management services in the private wealth industry” Source: RevenueBase Database · checked Sep 29, 2026
11	Haven Wealth Advisors	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	1-10	9 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
12	Gencapital Advisory Partners	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	11-50	8 contacts →
	Strong evidence “We go beyond traditional investment strategies to offer personalized wealth management and business advisory services.” Source: RevenueBase Database · checked Sep 29, 2026
13	CPC Advisors Consolidated Planning Corporation	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	11-50	8 contacts →
	Partial evidence “At Consolidated Planning Corporation, we understand the unique challenges that come with managing wealth.” Source: RevenueBase Database · checked Sep 29, 2026
14	Holcombe Financial, INC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	1-10	8 contacts →
	Indirect evidence “Holcombe Financial is a boutique, concierge-style financial advisory firm dedicated to high-earning professionals.” Source: RevenueBase Database · checked Sep 29, 2026
15	Silver Penny Financial Planning	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect evidence “In 1943, in order to conserve copper for wartime efforts, pennies were made of steel and coated with zinc.” Source: RevenueBase Database · checked Sep 29, 2026
16	Edge Capital Group	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	11-50	6 contacts →
	Strong evidence “Edge Capital is an independently managed wealth management firm devoted exclusively to serving UHNW individuals, families, and institutions.” Source: RevenueBase Database · checked Sep 29, 2026
17	Linea Private Wealth Management, LLC	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Strong evidence “Independent Advice Delivered With Integrity and Care At Linea Private Wealth Management, we understand the complex challenges successful families, retirees and business owners…” Source: RevenueBase Database · checked Sep 29, 2026
18	Aurora Investment Counsel	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Strong evidence “Aurora Investment Counsel delivers expert wealth management and investment services tailored for high-net-worth and institutional clients.” Source: RevenueBase Database · checked Sep 29, 2026
19	Fujiyama Wealth Management	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence “Registered Representative, Securities offered through Cambridge Investment Research, Inc.” Source: RevenueBase Database · checked Sep 29, 2026
20	Pierson Wealth Management	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Strong evidence “Founded in 2018, Pierson Wealth is a wealth management firm focused on providing best-in-class financial and investment planning services to our clients.” Source: RevenueBase Database · checked Sep 29, 2026
21	Adapt Wealth Advisors	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	11-50	3 contacts →
	Strong evidence “We provide tax-smart wealth management services to affluent families and individuals.” Source: RevenueBase Database · checked Sep 29, 2026
22	Truewealth, LLC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	11-50	2 contacts →
	Indirect evidence “At TrueWealth, our clients know the financial course they’re on is as unique as they are.” Source: RevenueBase Database · checked Sep 29, 2026
23	Southeastern Advisory Services, INC	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
24	Corbet Capital	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Indirect evidence “We help entrepreneurs access sophisticated investment tools and strategies that help tilt the risk-reward equation in their favor.” Source: RevenueBase Database · checked Sep 29, 2026
25	Carson Wealth	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Partial evidence “The prospect of building wealth through tactical investing has never held more appeal.” Source: RevenueBase Database · checked Sep 29, 2026

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 software firms. 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 software firms.
Partial evidence: Its own public description names part of wealth management software firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management software firms. 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 25 of 64 wealth management software firms based in Atlanta, United States

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Wealth management software firms based in Atlanta, United States at a glance

As of Sep 29, 2026

49.9%Verified-email coverage

11.7Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Atlanta, so it is reported there. Company counts and contact totals on this page are exact for Atlanta, over 64 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 software firms, 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 Atlanta, United States whose own description of what they do matches “wealth management software firms”. 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 software firms), 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 software firms, and records with no verified work email. Companies headquartered outside Atlanta 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, 373 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.

Wealth management software firms by metro in the United States

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 software firms, 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 software firms are there based in Atlanta, United States?

RevenueBase identified 64 wealth management software firms headquartered in Atlanta, 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?

Signaturefd, headquartered in Atlanta, tops this list with the largest team on record.

Which city in the United States has the most wealth management software firms?

New York leads the United States with 196 headquartered companies, followed by Chicago (78) and Dallas (65). Atlanta has 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 373 verified decision-maker contacts tracked across these 64 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.