Company lists · Data refreshed September 2026

Top 25 Women owned financial services based in the United States

RevenueBase identified 724 women owned financial services headquartered in the United States as of September 2026 and tracks 8,177 professional contacts across them, including 3,194 with verified work emails. New York is the largest hub.

This list covers women owned financial services headquartered in the 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 19, 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 19, 2026 86% judged on-target in blind review
724Companies
8,177Contacts tracked
3,194Verified emails
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The 25 largest women owned financial services based in the United States

Ranked by team size
Top 25 of 724 women owned financial services based in the United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to women owned financial services: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceBoston, MA, United StatesHQ checked Sep 19, 2026501-1,000506 contacts →

Partial evidence

“For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.”

Source: RevenueBase Database · checked Sep 19, 2026
2Strong evidenceRichmond, VA, United StatesHQ checked Sep 19, 2026501-1,000446 contacts →

Strong evidence

“Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.”

Source: RevenueBase Database · checked Sep 19, 2026
3Partial evidenceStamford, CT, United StatesHQ checked Sep 19, 2026501-1,000443 contacts →

Partial evidence

“Steward Partners is an employee-owned, full-service partnership catering to family, institutional, and multigenerational investors.”

Source: RevenueBase Database · checked Sep 19, 2026
4Partial evidenceSaint Petersburg, FL, United StatesHQ checked Sep 19, 202610001+404 contacts →

Partial evidence

“Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 2026501-1,000330 contacts →

Indirect evidence

“Alex.”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceDanville, KY, United StatesHQ checked Sep 19, 202651-200205 contacts →

Partial evidence

“Farmers National Bank has a long, deep-rooted history as a financial institution.”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceHouston, TX, United StatesHQ checked Sep 19, 2026n/a166 contacts →

Partial evidence

“NEXT Financial has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial.”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceNeedham, MA, United StatesHQ checked Sep 19, 202651-200140 contacts →

Partial evidence

“Based in the Greater Boston area, The Bulfinch Group is an independent financial services and investment management firm that has been providing personalized financial advice and…”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceMiami Beach, FL, United StatesHQ checked Sep 19, 2026201-500127 contacts →

Indirect evidence

“Siebert is a brokerage and wealth management firm with a history of Indomitability and Fearlessness.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 202651-200106 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202651-20077 contacts →

Indirect 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 19, 2026
12Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 19, 2026201-50077 contacts →

Indirect evidence

“Ground Control is a business management firm built for those with boundless potential.”

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidenceNew York, NY, United StatesHQ checked Sep 19, 202611-5077 contacts →

Partial evidence

“Founded in 2014, Ellevest is a financial services company dedicated to closing the gender wealth gap.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceCalabasas, CA, United StatesHQ checked Sep 19, 202651-20074 contacts →

Indirect evidence

“Our process is simple: it is all about you, your family and future.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 19, 2026201-50070 contacts →

Indirect evidence

“Securities offered through Capital Investment Group, Inc, and Capital Investment Brokerage, Inc, Members FINRA/SIPC Advisory Services through Capital Investment Counsel, Inc.”

Source: RevenueBase Database · checked Sep 19, 2026
16Partial evidenceChicago, IL, United StatesHQ checked Sep 19, 202611-5057 contacts →

Partial evidence

“First Women’s Bank is the only bank in the country with a strategic focus on the large, powerful and growing women's economy.”

Source: RevenueBase Database · checked Sep 19, 2026
17Partial evidenceSanta Monica, CA, United StatesHQ checked Sep 19, 202651-20056 contacts →

Partial evidence

“Gerber Kawasaki is a new generation of financial advisors who focus on empowering people from diverse backgrounds to build their economic portfolios.”

Source: RevenueBase Database · checked Sep 19, 2026
18Partial evidenceSparta, NJ, United StatesHQ checked Sep 19, 202651-20056 contacts →

Partial evidence

financial firm”

Source: RevenueBase Database · checked Sep 19, 2026
19Strong evidenceBoston, MA, United StatesHQ checked Sep 19, 202651-20053 contacts →

Strong evidence

“Longfellow is a majority employee-owned, certified Women's Business Enterprise (WBE) investment management firm proudly serving clients since 1986.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceWashington, DC, United StatesHQ checked Sep 19, 202651-20049 contacts →

Indirect evidence

“Folger Nolan Fleming Douglas Incorporated marked its 135th anniversary in 2024.”

Source: RevenueBase Database · checked Sep 19, 2026
21Strong evidenceRochester, NY, United StatesHQ checked Sep 19, 202611-5047 contacts →

Strong evidence

“Serving as a Confident, Trusted Financial Advisor and Friend Since 1969 Brighton Securities is a local, independently owned, financial services firm headquartered in Rochester…”

Source: RevenueBase Database · checked Sep 19, 2026
22Partial evidenceRichmond, VA, United StatesHQ checked Sep 19, 2026n/a46 contacts →

Partial evidence

“Since 1893, our mission has been to put our clients' interests first and foremost through our commitment to their financial success.”

Source: RevenueBase Database · checked Sep 19, 2026
23Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 19, 202611-5042 contacts →

Partial evidence

“In 1996, Jeff Fishman’s deep lifelong passion for helping people and his expertise and experience in financial services converged in the founding of JSF Financial.”

Source: RevenueBase Database · checked Sep 19, 2026
24Strong evidenceWashington, DC, United StatesHQ checked Sep 19, 202611-5041 contacts →

Strong evidence

“We are a women-managed, majority-women-owned boutique financial services and financial technology-focused law firm.”

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceWichita, KS, United StatesHQ checked Sep 19, 20261,001-5,00040 contacts →

Indirect evidence

“UMOJA means Unity in Swahili and this really embodies what we stand for.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 724 women owned financial services based in the United States

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Women owned financial services based in the United States at a glance

As of Sep 19, 2026
39.1%Verified-email coverage
11.3Average contacts per company
1-10Median size (employees)
4.1%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
535
11-50
124
51-200
30
201-500
13
501-1,000
9
1,001-5,000
5
5,001-10,000
1
10001+
4

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 724 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 women owned financial services, 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 the United States whose own description of what they do matches “women owned financial services”. 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 women owned financial services), 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 women owned financial services, and records with no verified work email. Companies headquartered outside United States 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, 3,194 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 19, 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.

Women owned financial services by metro

  • Women owned financial services in New York30

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 women owned financial services, 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 women owned financial services are there based in the United States?

RevenueBase identified 724 women owned financial services headquartered in the 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?

Baystate Financial, headquartered in Boston, tops this list with the largest team on record.

Which city has the most women owned financial services?

New York leads with 30 headquartered companies, followed by Chicago (13) and Los Angeles (12).

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 3,194 verified decision-maker contacts tracked across these 724 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 19, 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.