Company lists · Data refreshed September 2026
Top 13 Wealth management staffing agencies based in Greenville, United States
RevenueBase identified 30 wealth management staffing agencies headquartered in Greenville, United States as of September 2026 and tracks 337 professional contacts across them, including 108 with verified work emails. Across the United States, New York is the largest hub for this category (530 companies); Greenville has 30.
This list covers wealth management staffing agencies headquartered in Greenville, 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.
The 13 largest wealth management staffing agencies based in Greenville, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 90 contacts → | ||||
Indirect evidence “Proven professionals to propel your business forward!” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 57 contacts → | ||||
Indirect evidence “We work with successful families, entrepreneurs, and professionals who aren’t just looking for investment advice – they’re seeking a partner who can help them turn success into…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 7 contacts → | ||||
Indirect evidence “Muncaster Financial Group is a leader in comprehensive financial services, utilizing over 80 years of combined industry experience.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 7 contacts → | ||||
Strong evidence “jhh wealth, llc is a wealth management firm providing unique, yet cost-effective wealth management services for clients in the southeast US.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 5 contacts → | ||||
Partial evidence “Ballentine Capital Advisors specializes in working with individuals and businesses to assess, plan, implement, monitor and review the overall wealth of its clients.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 5 contacts → | ||||
Indirect evidence “Flat Fee Recruiting is a permanent placement recruiting firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 5 contacts → | ||||
Strong evidence “OneLife® Wealth Management is the philosophy behind our approach and service to clients.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Partial evidence “We have the resources and experience to help you navigate the complexities of managing wealth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Partial evidence “Our firm was built on the foundation of offering ethical and prudent advice to anyone looking to optimize their wealth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Indirect evidence “Bringing the Present and Future Into Focus Through our proven process, the Horizon Navigator, we are dedicated to serving successful business owners, professionals, and families…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Indirect evidence “WorkSmart Direct, a division of The WorkSmart Group, has an unwavering commitment to providing exceptional service to our clients and candidates.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Indirect evidence “At NorthStar Financial & Retirement Planning, our mission is to provide efficient, sound, and comprehensive retirement strategies to our clients.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Indirect evidence “The financial world has become increasingly more complex.” Source: RevenueBase Database · checked Sep 29, 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 staffing agencies. 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 staffing agencies.
- Partial evidence
- Its own public description names part of wealth management staffing agencies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management staffing agencies. 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 13 of 30 wealth management staffing agencies based in Greenville, United States
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Wealth management staffing agencies based in Greenville, United States at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Greenville, so it is reported there. Company counts and contact totals on this page are exact for Greenville, over 30 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 staffing agencies, 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 Greenville, United States whose own description of what they do matches “wealth management staffing agencies”. 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 staffing agencies), 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 staffing agencies, and records with no verified work email. Companies headquartered outside Greenville 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, 108 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 staffing agencies by metro in the United States
- Wealth management staffing agencies in New York530
- Wealth management staffing agencies in Houston192
- Wealth management staffing agencies in Atlanta191
- Wealth management staffing agencies in Chicago183
- Wealth management staffing agencies in Dallas183
- Wealth management staffing agencies in Boston132
- Wealth management staffing agencies in Los Angeles126
- Wealth management staffing agencies in Miami114
- Wealth management staffing agencies in San Diego107
- Wealth management staffing agencies in Austin98
- Wealth management staffing agencies in Denver95
- Wealth management staffing agencies in San Francisco94
- Wealth management staffing agencies in Charlotte82
- Wealth management staffing agencies in Scottsdale75
- Wealth management staffing agencies in Tampa64
- Wealth management staffing agencies in St. Louis63
- Wealth management staffing agencies in Phoenix60
- Wealth management staffing agencies in Cincinnati59
- Wealth management staffing agencies in Minneapolis57
- Wealth management staffing agencies in Seattle55
- Wealth management staffing agencies in Irvine54
- Wealth management staffing agencies in Orlando54
- Wealth management staffing agencies in Columbus53
- Wealth management staffing agencies in Washington51
- Wealth management staffing agencies in Omaha50
- Wealth management staffing agencies in Portland50
- Wealth management staffing agencies in Raleigh50
- Wealth management staffing agencies in Boca Raton47
- Wealth management staffing agencies in Newport Beach47
- Wealth management staffing agencies in Overland Park47
- Wealth management staffing agencies in Philadelphia43
- Wealth management staffing agencies in Indianapolis42
- Wealth management staffing agencies in San Antonio42
- Wealth management staffing agencies in Las Vegas40
- Wealth management staffing agencies in Wilmington40
- Wealth management staffing agencies in Fort Lauderdale39
- Wealth management staffing agencies in Pittsburgh39
- Wealth management staffing agencies in Bellevue38
- Wealth management staffing agencies in Jacksonville38
- Wealth management staffing agencies in Nashville36
- Wealth management staffing agencies in Rochester36
- Wealth management staffing agencies in Columbia35
- Wealth management staffing agencies in Richmond35
- Wealth management staffing agencies in Alpharetta34
- Wealth management staffing agencies in Madison34
- Wealth management staffing agencies in Birmingham33
- Wealth management staffing agencies in Plano32
- Wealth management staffing agencies in Cleveland31
- Wealth management staffing agencies in Sarasota31
- Wealth management staffing agencies in Troy30
- Wealth management staffing agencies in Tulsa30
- Wealth management staffing agencies in Fort Worth29
- Wealth management staffing agencies in Grand Rapids29
- Wealth management staffing agencies in San Jose28
- Wealth management staffing agencies in Louisville27
- Wealth management staffing agencies in Naples27
- Wealth management staffing agencies in Melville26
- Wealth management staffing agencies in Memphis26
- Wealth management staffing agencies in Salt Lake City26
- Wealth management staffing agencies in Arlington25
- Wealth management staffing agencies in Naperville25
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 staffing agencies, 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 staffing agencies are there based in Greenville, United States?
RevenueBase identified 30 wealth management staffing agencies headquartered in Greenville, 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?
Datasoft Technologies, INC, headquartered in Greenville, tops this list with the largest team on record.
Which city in the United States has the most wealth management staffing agencies?
New York leads the United States with 530 headquartered companies, followed by Houston (192) and Atlanta (191). Greenville has 30.
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 108 verified decision-maker contacts tracked across these 30 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.
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