Company lists · Data refreshed September 2026
Top 24 AI wealth management platforms based in Hong Kong
RevenueBase identified 114 AI wealth management platforms headquartered in Hong Kong as of September 2026 and tracks 1,553 professional contacts across them, including 328 with verified work emails. Hong Kong is the largest hub.
This list covers AI wealth management platforms headquartered in Hong Kong, 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 27, 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 24 largest AI wealth management platforms based in Hong Kong
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 147 contacts → | ||||
Strong evidence “Privé Technologies is a leading B2B Software as a Service (SaaS) provider, helping financial institutions digitize their wealth management offerings using our modular platform.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 142 contacts → | ||||
Strong evidence “Established since AMG is one of the leading providers of wealth management and financial advisory services in the Region, backed by a group of senior executives with demonstrated…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 66 contacts → | ||||
Strong evidence “Quantifeed is a global leader in digital wealth and investment management technology.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 34 contacts → | ||||
Strong evidence “Harris Fraser specialises in wealth and investment management.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 34 contacts → | ||||
Indirect evidence “Athena Best Financial Group (“Athena Best”) always puts the best interests of its clients and business partners first.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 32 contacts → | ||||
Indirect evidence “Headquartered in Hong Kong since Grandtag Financial Consultancy (“GFC”) is one of the largest independent financial advisory firms.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 31 contacts → | ||||
Indirect evidence “We are a comprehensive financial services institution that aspires to enhance applications in Finance through the use of Technology (“Technology in Finance” or “TechFin”).” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 26 contacts → | ||||
Strong evidence “We are a wealth management and private finance firm created to deal with the desires and ambitions of individuals, businesses, and families.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 22 contacts → | ||||
Strong evidence “WealthRyse offers an AI "co-pilot" to enable wealth advisors and asset managers to deliver "made-to-order" portfolios on demand for their end clients.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 21 contacts → | ||||
Strong evidence “Infinity Asset Management is a Hong Kong-based asset management and wealth planning firm serving institutional investors, single family offices, and high-net-worth clients.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 18 contacts → | ||||
Partial evidence “Hansui Capital dedicated in providing wealth investment advisory service to High-Net-Worth Individuals (HNWI) in Greater China region.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 18 contacts → | ||||
Strong evidence “Centaline Financial Group” sticks to the principle of “We Build Wealth With You”, pursues to do its best to serve customers with “One-Stop” wealth management services and…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 12 contacts → | ||||
Indirect evidence “Since its conceptualization in 2005, finexis advisory has grown to become one of the largest independently-owned financial advisory firms in Singapore.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 10 contacts → | ||||
Indirect evidence “Belvest was originally established in Hong Kong in 1989.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 9 contacts → | ||||
Strong evidence “AutoML Capital is a WealthTech / FinTech company that uses our Proprietary Machine Learning and Artificial Intelligence (AI) Technology to analyse and predict the market.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 contacts → | ||||
Indirect evidence “There are many firms in Asia that can offer financial services to moneyed investors.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 6 contacts → | ||||
Partial evidence “Our mission is to revolutionize the financial advisory and management industry by harnessing cutting-edge technology, promoting collaboration, and democratizing access to…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 6 contacts → | ||||
Partial evidence “Koi Investment Partners International is a boutique investment management company focus on systematic researches and investments.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 6 contacts → | ||||
Strong evidence “The Group’s key scope of business is wealth management which covers advisory services, discretionary portfolio management and funds.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 6 contacts → | ||||
Partial evidence “Panda Securities: Technical Practice of Artificial Intelligent and Low-Latency Trading Founded in 2017, we are an AI technology company focused on securities business…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 6 contacts → | ||||
Strong evidence “River Delta Wealth Management Company Limited is an asset management platform originated from a single family office.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 5 contacts → | ||||
Partial evidence “Swiss International Asset Management Ltd.(herein after called SIAM), established in 2013, is an experienced and innovative asset management company with accumulated 133 years of…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 23 | 5 contacts → | ||||
Partial evidence “Established in 2017, Fasta.ai is a world-class A.I.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 24 | 5 contacts → | ||||
Strong evidence “EverCrest Capital is dedicated to addressing key challenges in wealth management, offering comprehensive, one-stop services tailored to each client's needs.” Source: RevenueBase Database · checked Sep 27, 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: AI wealth management platforms. 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 AI wealth management platforms.
- Partial evidence
- Its own public description names part of AI wealth management platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name AI wealth management platforms. 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 24 of 114 AI wealth management platforms based in Hong Kong
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AI wealth management platforms based in Hong Kong at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Hong Kong, so it is reported there. Company counts and contact totals on this page are exact for Hong Kong, over 114 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 AI wealth management platforms, 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 Hong Kong whose own description of what they do matches “AI wealth management platforms”. 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 AI wealth management platforms), 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 AI wealth management platforms, and records with no verified work email. Companies headquartered outside Hong Kong 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, 328 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 27, 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.
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 AI wealth management platforms, 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 AI wealth management platforms are there based in Hong Kong?
RevenueBase identified 114 AI wealth management platforms headquartered in Hong Kong 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?
Privé Technologies, headquartered in Kong, tops this list with the largest team on record.
Which city has the most AI wealth management platforms?
Hong Kong leads with 65 headquartered companies, followed by Kowloon (9) and Hong (6).
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 328 verified decision-maker contacts tracked across these 114 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 27, 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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