Company lists · Data refreshed September 2026

Top 23 Wealth management software firms based in Denver, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 46 companies tracked

RevenueBase identified 46 wealth management software firms headquartered in Denver, United States as of September 2026 and tracks 321 professional contacts across them, including 115 with verified work emails. Across the United States, New York is the largest hub for this category (196 companies); Denver has 46.

This list covers wealth management software firms 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 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

46Companies

321Contacts tracked

115Verified emails

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The 23 largest wealth management software firms based in Denver, United States

Ranked by team size

Top 23 of 46 wealth management software firms based in Denver, 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	GHP Investment Advisors, INC	Strong evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	11-50	35 contacts →
	Strong evidence “GHP Investment Advisors provides wealth management services to individuals and families.” Source: RevenueBase Database · checked Sep 29, 2026
2	Destiny Capital	Indirect evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	11-50	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 29, 2026
3	Edgerock Wealth Management	Strong evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	11-50	15 contacts →
	Strong evidence “EdgeRock is an independent wealth management firm headquartered in Denver, CO.” Source: RevenueBase Database · checked Sep 29, 2026
4	Private Capital Management, LLC	Strong evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	11-50	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 29, 2026
5	Brown And Company, INC	Strong evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	1-10	13 contacts →
	Strong evidence “At Brown and Company, we believe true wealth management goes far beyond investments.” Source: RevenueBase Database · checked Sep 29, 2026
6	Denver Private Wealth Management	Strong evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	1-10	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 29, 2026
7	Finfolio	Strong evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	11-50	7 contacts →
	Strong evidence “FinFolio makes portfolio management software for investment advisors and professional wealth managers.” Source: RevenueBase Database · checked Sep 29, 2026
8	G&s Capital	Indirect evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	1-10	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 29, 2026
9	American Portfolios Denver	Indirect evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	11-50	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 29, 2026
10	Capital Investment Counsel, LLC	Indirect evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Indirect evidence “Capital Investment Counsel provides considerable experience to serve our clients.” Source: RevenueBase Database · checked Sep 29, 2026
11	Elevate Wealth Management	Strong evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Strong evidence “Elevate Wealth Management is a financial planning team with a combined 90 years of experience.” Source: RevenueBase Database · checked Sep 29, 2026
12	Keystone Global Partners	Strong evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Strong evidence “Keystone Global Partners is an independent private wealth management firm serving startup founders, entrepreneurs, and ultra-high-net-worth families.” Source: RevenueBase Database · checked Sep 29, 2026
13	The Kelly & Wohlner Group	Strong evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	1-10	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 29, 2026
14	Noble Wealth Partners	Strong evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	1-10	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 29, 2026
15	Focused Alpha Wealth Management	Strong evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Strong evidence “Focused Alpha is a: boutique wealth management firm that serves successful individuals, flourishing businesses, and passionate not-for-profits empowering, and helping them achive…” Source: RevenueBase Database · checked Sep 29, 2026
16	O'donnell Wealth Management	Indirect evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Indirect evidence “OWM brings integrity and intelligence to bear in our development of strategies that serve the best interests of our clients.” Source: RevenueBase Database · checked Sep 29, 2026
17	5280 Associates Wealth Management	Strong evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Strong evidence “5280 Associates Wealth Management is a company based out of DENVER, CO, United States.” Source: RevenueBase Database · checked Sep 29, 2026
18	Joseph S. Sturniolo & Associates, INC	Strong evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	1-10	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 29, 2026
19	Cardan Capital Partners	Strong evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	1-10	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 29, 2026
20	Alfa Advisory	Indirect evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Indirect evidence “Most financial advisors manage your portfolio.” Source: RevenueBase Database · checked Sep 29, 2026
21	Pinnacle Wealth Management Denver, CO	Indirect evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Indirect evidence “Investing for your Best Interest We build relationships focused on your best interest using tailored planning and investment advice to help you aim toward your personal and…” Source: RevenueBase Database · checked Sep 29, 2026
22	Mcmillan Advisor Multi Family Offices	Indirect evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	1-10	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 29, 2026
23	Ratio Wealth Group	Indirect evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	1-10	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 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 23 of 46 wealth management software firms based in Denver, United States

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

As of Sep 29, 2026

35.8%Verified-email coverage

7.0Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 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 Denver, 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 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, 115 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 Denver, United States?

RevenueBase identified 46 wealth management software firms 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 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). Denver has 46.

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 115 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 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.