Company lists · Data refreshed September 2026

Top 22 Wealth management software providers based in Chicago, United States

Name: Wealth management software providers 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 38 companies tracked

RevenueBase identified 38 wealth management software providers headquartered in Chicago, United States as of September 2026 and tracks 28,661 professional contacts across them, including 5,815 with verified work emails. New York is the largest hub.

This list covers wealth management software providers headquartered in Chicago, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review

38Companies

28,661Contacts tracked

5,815Verified emails

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The 22 largest wealth management software providers based in Chicago, United States

Ranked by team size

Top 22 of 38 wealth management software providers based in Chicago, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management software providers: 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	Northern Trust	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	10001+	27,212 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
2	Hightower Advisors	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	1,001-5,000	575 contacts →
	Strong evidence “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Source: RevenueBase Database · checked Sep 14, 2026
3	Ycharts	Partial evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	51-200	183 contacts →
	Partial evidence “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Source: RevenueBase Database · checked Sep 14, 2026
4	Geowealth	Partial evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	51-200	140 contacts →
	Partial evidence “GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Source: RevenueBase Database · checked Sep 14, 2026
5	Advyzon	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	51-200	108 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
6	Chicago Partners Wealth Advisors	Partial evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	51-200	62 contacts →
	Partial evidence “Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations…” Source: RevenueBase Database · checked Sep 14, 2026
7	KKM Financial	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	n/a	57 contacts →
	Indirect evidence “KKM is a boutique investment solutions firm that creates research-based financial products.” Source: RevenueBase Database · checked Sep 14, 2026
8	Vivaldi Capital Management	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	11-50	50 contacts →
	Strong evidence “Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Source: RevenueBase Database · checked Sep 14, 2026
9	Vestor Capital, LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	11-50	38 contacts →
	Indirect evidence “Founded in 1984, Vestor Capital, LLC is one of Chicago’s leading independent firms.” Source: RevenueBase Database · checked Sep 14, 2026
10	Bridgeft	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	11-50	20 contacts →
	Indirect evidence “BridgeFT is now a part of Field.” Source: RevenueBase Database · checked Sep 14, 2026
11	Stenger Family Office	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	11-50	18 contacts →
	Strong evidence “Stenger Family Office is an independent, fiduciary wealth management firm with offices in Chicago, IL, Naperville, IL, Spring, TX, and Baton Rouge, LA.” Source: RevenueBase Database · checked Sep 14, 2026
12	Nextcapital	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	51-200	15 contacts →
	Indirect evidence “NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Source: RevenueBase Database · checked Sep 14, 2026
13	Derose Financial Planning Group	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	1-10	12 contacts →
	Strong evidence “DeRose Financial Planning Group, located in the greater Chicago metropolitan area, is an award winning, nationally recognized financial planning & wealth management firm, helping…” Source: RevenueBase Database · checked Sep 14, 2026
14	Expressive Wealth	Partial evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	1-10	9 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 14, 2026
15	Financial Solutions Advisory Group, INC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	1-10	7 contacts →
	Strong evidence “We deliver personalized wealth management and financial planning, helping clients navigate their pre-retirement years and retire with confidence, peace of mind, and financial…” Source: RevenueBase Database · checked Sep 14, 2026
16	WWM Investments, LLC Chicago, IL	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	11-50	6 contacts →
	Strong evidence “WWM Investments, LLC (WWM) specializes in comprehensive financial planning, wealth management solutions and retirement plan design.” Source: RevenueBase Database · checked Sep 14, 2026
17	Podesta Capital Of Apollon	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	11-50	5 contacts →
	Strong evidence “Podesta Capital Apollon is a 3rd generation wealth management firm established, first and foremost, to benefit our clients.” Source: RevenueBase Database · checked Sep 14, 2026
18	Horizon Family Wealth	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Strong evidence “Horizon Family Wealth provides comprehensive wealth management exclusively to high net worth individuals and multi-family offices.” Source: RevenueBase Database · checked Sep 14, 2026
19	Advanced Objects	Partial evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	11-50	2 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
20	Archiwealth	Partial evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	1-10	2 contacts →
	Partial evidence “Our firm’s name - Archiwealth - reflects our mission: to serve as the guiding architects on the journey to building your wealth.” Source: RevenueBase Database · checked Sep 14, 2026
21	Recondite Capital	Indirect evidence	Chicago, United StatesHQ checked Sep 14, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
22	Regier Private Wealth Management, LLC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	1-10	1 contacts →
	Strong evidence “Wealth management services for business owners and executives.” Source: RevenueBase Database · checked Sep 14, 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 providers. 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 providers.
Partial evidence: Its own public description names part of wealth management software providers, 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 providers. 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 38 wealth management software providers based in Chicago, United States

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

As of Sep 14, 2026

20.3%Verified-email coverage

754.2Average contacts per company

11-50Median size (employees)

276.3%Largest-city concentration · New York

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 38 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 providers, 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 Chicago, United States whose own description of what they do matches “wealth management software providers”. 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 providers), 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 providers, and records with no verified work email. Companies headquartered outside Chicago 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, 5,815 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 software providers by metro in the United States

Wealth management software providers in New York105
Wealth management software providers in Chicago38
Wealth management software providers in San Diego36
Wealth management software providers in Dallas34
Wealth management software providers in Atlanta33
Wealth management software providers in Houston33
Wealth management software providers in Boston32
Wealth management software providers in San Francisco26
Wealth management software providers in Denver25

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 providers, 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 providers are there based in Chicago, United States?

RevenueBase identified 38 wealth management software providers headquartered in Chicago, 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?

Northern Trust, headquartered in Chicago, tops this list with the largest team on record.

Which city has the most wealth management software providers?

New York leads with 105 headquartered companies, followed by Chicago (38) and San Diego (36).

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 5,815 verified decision-maker contacts tracked across these 38 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.