Company lists · Data refreshed October 2026
Top 25 Administrative support for investment firms worldwide
RevenueBase identified 2,267 company matches for administrative support for investment firms worldwide as of October 2026 and tracks 61,410 professional contacts across them, including 25,853 with verified work emails. The United States is the largest market and Sao Paulo the largest hub.
This list covers company matches for administrative support for investment firms worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 1, 2026. Country and city lists for administrative support for investment firms follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 25 largest administrative support for investment firms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 31,927 contacts → | ||||
Exact match “Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 2 | 2,071 contacts → | ||||
Exact match “Osaic provides the support, resources, and community designed for the future of wealth management.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 3 | 1,189 contacts → | ||||
Exact match “Through our industry leading technology and services, we power the businesses of 20% of the UK financial adviser market.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 4 | 916 contacts → | ||||
Exact match “Combining our vast knowledge, experience and intuitive understanding of the markets to help our customers make WiZe investment choices!” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 5 | 740 contacts → | ||||
Exact match “Curo Fund Services, we provide Investment administration services that cover the entire investment lifecycle.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 6 | 591 contacts → | ||||
Exact match “Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 7 | 526 contacts → | ||||
Exact match “A SVN Investimentos é agente autônomo de investimentos credenciado à XP Investimentos e disponibilizamos um portfólio completo.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 8 | 445 contacts → | ||||
Exact match “Allaria es una compañía de servicios financieros que ofrece asesoramiento y administración de inversiones para particulares, empresas e instituciones.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 9 | 293 contacts → | ||||
Exact match “Empresa de Agente Autônomos de Investimentos, cadastrada na CVM.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 10 | 291 contacts → | ||||
Exact match “About Arendt - Investor Services We help clients efficiently run the operational side of their business, bringing peace of mind to investor services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 11 | 267 contacts → | ||||
Exact match “A Lifetime Investimentos atua no mercado financeiro desde 2011.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 12 | 260 contacts → | ||||
Exact match “Yapı Kredi Invest is among the leading broker dealers in Turkey providing wide range of investment services to local & foreign retail investors along with institutional investors…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 13 | 220 contacts → | ||||
Exact match “Stone Coast Fund Services delivers comprehensive fund administration to alternative investment managers who expect more.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 14 | 199 contacts → | ||||
Exact match “Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc.(APFS), now Osaic, is a full-service, independent broker/dealer and member firm of FINRA and SIPC…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 15 | 169 contacts → | ||||
Exact match “David Lerner Associates seeks to guide investors toward their goal of achieving their financial objectives.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 16 | 158 contacts → | ||||
Exact match “At PFPFA, our people are our greatest asset.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 17 | 132 contacts → | ||||
Exact match “Önceki ismi Stok Menkul Değerler A.Ş.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 18 | 130 contacts → | ||||
Exact match “Gateway Financial Partners is an independent financial services firm headquartered in Glastonbury, Connecticut, supporting advisors in 26 states.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 19 | 130 contacts → | ||||
Exact match “Fundada em 2011, na cidade de Florianópolis, a JB3 Investimentos é um escritório credenciado à XP Investimentos.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 20 | 128 contacts → | ||||
Exact match “Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 21 | 123 contacts → | ||||
Exact match “yılında Akbank T.A.Ş.' iştiraki olarak kurulan Ak Portföy, yatırım fonları yönetimi, emeklilik fonları yönetimi ve kurumsal-bireysel portföy yönetimi ile yatırım danışmanlığı…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 22 | 119 contacts → | ||||
Exact match “Somos una Administradora de Fondos.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 23 | 117 contacts → | ||||
Exact match “VectorGlobal WMG (Wealth Management Group) is a Broker-Dealer registered with the Securities and Exchange Commission (SEC), member of the Financial Industry Regulatory Authority…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 24 | 112 contacts → | ||||
Exact match “Bel Air was founded in 1997 to service the investment needs of wealthy individuals and families.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 25 | 110 contacts → | ||||
Exact match “For over 40 years, DFP Partners has been a committed ally to Broker-Dealers, Registered Investment Advisers, and other financial services firms looking for accounting and…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “administrative support for investment firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 2,267 administrative support for investment firms worldwide
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Administrative support for investment firms worldwide at a glance
As of Oct 1, 2026Companies by employee count
Email recency is reported on each country list linked below.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- Coverage
- Every country. Country and city lists for administrative support for investment firms are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “administrative support for investment firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 25,853 professional contacts with verified work emails across the full matched dataset. 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 October 1, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Administrative support for investment firms by location
17 lists · largest firstEvery Administrative support for investment firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Administrative support for investment firms based in the United States859
- Administrative support for investment firms based in Brazil165
- Administrative support for investment firms based in India103
- Administrative support for investment firms based in France101
- Administrative support for investment firms based in the United Kingdom78
- Administrative support for investment firms based in the Netherlands48
- Administrative support for investment firms based in Australia34
- Administrative support for investment firms based in Canada33
- Administrative support for investment firms based in Germany32
- Administrative support for investment firms based in Switzerland32
- Administrative support for investment firms based in Belgium28
- Administrative support for investment firms based in Spain28
- Administrative support for investment firms based in South Africa25
Cities
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “administrative support for investment firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many administrative support for investment firms are there worldwide?
RevenueBase identified 2,267 company matches for administrative support for investment firms worldwide as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Charles Schwab tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most administrative support for investment firms?
The United States leads with 859 companies, followed by Brazil (165) and India (103). Every administrative support for investment firms list by country and city is linked on this page.
Which city has the most administrative support for investment firms?
Sao Paulo leads with 52 company records, followed by New York (32) and London (24).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 25,853 professional contacts with verified work emails tracked across these 2,267 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 1, 2026.
Ready to reach these companies? Verified emails and direct dials for all 2,267 administrative support for investment firms worldwide. Start with a free account, no credit card.
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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 SmartSearch, 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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Company intelligence · public preview
Top 25 administrative support for investment firms worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 2,267 matching company records for administrative support for investment firms worldwide, with 61,410 tracked contacts and 25,853 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 1, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 administrative support for investment firms worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Charles Schwababoutschwab.comHQ: Westlake, TX, United StatesReported employees: 10001+ | Westlake, TX, United States | 10001+ | Exact match | 31,927 contacts → |
“Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  OSAICosaic.comHQ: Scottsdale, AZ, United StatesReported employees: 1,001-5,000 | Scottsdale, AZ, United States | 1,001-5,000 | Exact match | 2,071 contacts → |
“Osaic provides the support, resources, and community designed for the future of wealth management.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  True Potential LLPtruepotential.co.ukHQ: Newcastle Upon Tyne, United KingdomReported employees: 501-1,000 | Newcastle Upon Tyne, United Kingdom | 501-1,000 | Exact match | 1,189 contacts → |
“Through our industry leading technology and services, we power the businesses of 20% of the UK financial adviser market.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  YES Securitiesyesinvest.inHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 916 contacts → |
“Combining our vast knowledge, experience and intuitive understanding of the markets to help our customers make WiZe investment choices!” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  United Pharmaceutical Distributorscurofund.comHQ: Cape Town, South AfricaReported employees: 201-500 | Cape Town, South Africa | 201-500 | Exact match | 740 contacts → |
“Curo Fund Services, we provide Investment administration services that cover the entire investment lifecycle.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Blue3 Investimentosblue3investimentos.com.brHQ: Ribeirão Preto, BrazilReported employees: 501-1,000 | Ribeirão Preto, Brazil | 501-1,000 | Exact match | 591 contacts → |
“Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  SVN Investimentossvninvestimentos.com.brHQ: Maringá, BrazilReported employees: 201-500 | Maringá, Brazil | 201-500 | Exact match | 526 contacts → |
“A SVN Investimentos é agente autônomo de investimentos credenciado à XP Investimentos e disponibilizamos um portfólio completo.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Allariaallaria.com.arHQ: Caba, IndiaReported employees: 201-500 | Caba, India | 201-500 | Exact match | 445 contacts → |
“Allaria es una compañía de servicios financieros que ofrece asesoramiento y administración de inversiones para particulares, empresas e instituciones.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Manchester Investimentosmanchesterinvest.com.brHQ: Joinville, BrazilReported employees: 201-500 | Joinville, Brazil | 201-500 | Exact match | 293 contacts → |
“Empresa de Agente Autônomos de Investimentos, cadastrada na CVM.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Arendt Investor Servicesarendt.comHQ: LuxembourgReported employees: 201-500 | Luxembourg | 201-500 | Exact match | 291 contacts → |
“About Arendt - Investor Services We help clients efficiently run the operational side of their business, bringing peace of mind to investor services.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Lifetime Investimentoslftm.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 267 contacts → |
“A Lifetime Investimentos atua no mercado financeiro desde 2011.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Yapı Kredi Investykyatirim.com.trHQ: Beşiktaş, TürkiyeReported employees: 201-500 | Beşiktaş, Türkiye | 201-500 | Exact match | 260 contacts → |
“Yapı Kredi Invest is among the leading broker dealers in Turkey providing wide range of investment services to local & foreign retail investors along with institutional investors…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Stone Coast Fund Servicesstone-coast.comHQ: Portland, ME, United StatesReported employees: 201-500 | Portland, ME, United States | 201-500 | Exact match | 220 contacts → |
“Stone Coast Fund Services delivers comprehensive fund administration to alternative investment managers who expect more.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  American Portfoliosamericanportfolios.comHQ: Holbrook, NY, United StatesReported employees: 51-200 | Holbrook, NY, United States | 51-200 | Exact match | 199 contacts → |
“Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc.(APFS), now Osaic, is a full-service, independent broker/dealer and member firm of FINRA and SIPC…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  David Lerner Associates, INCdavidlerner.comHQ: Syosset, NY, United StatesReported employees: 201-500 | Syosset, NY, United States | 201-500 | Exact match | 169 contacts → |
“David Lerner Associates seeks to guide investors toward their goal of achieving their financial objectives.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | PFPFApfp-fa.com HQ: SingaporeReported employees: 51-200 | Singapore | 51-200 | Exact match | 158 contacts → |
“At PFPFA, our people are our greatest asset.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Tera Yatırımterayatirim.comHQ: Istanbul, TürkiyeReported employees: 51-200 | Istanbul, Türkiye | 51-200 | Exact match | 132 contacts → |
“Önceki ismi Stok Menkul Değerler A.Ş.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Gateway Financial Partnersgatewayfinancialpartners.comHQ: Glastonbury, CT, United StatesReported employees: 51-200 | Glastonbury, CT, United States | 51-200 | Exact match | 130 contacts → |
“Gateway Financial Partners is an independent financial services firm headquartered in Glastonbury, Connecticut, supporting advisors in 26 states.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Jb3 Investimentosjb3investimentos.com.brHQ: Florianópolis, BrazilReported employees: 51-200 | Florianópolis, Brazil | 51-200 | Exact match | 130 contacts → |
“Fundada em 2011, na cidade de Florianópolis, a JB3 Investimentos é um escritório credenciado à XP Investimentos.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Eastern Financiers LTDeasternfin.com HQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 128 contacts → |
“Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  AK Asset Managementakportfoy.com.trHQ: İstanbul, TürkiyeReported employees: 51-200 | İstanbul, Türkiye | 51-200 | Exact match | 123 contacts → |
“yılında Akbank T.A.Ş.' iştiraki olarak kurulan Ak Portföy, yatırım fonları yönetimi, emeklilik fonları yönetimi ve kurumsal-bireysel portföy yönetimi ile yatırım danışmanlığı…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | AFP Genesisfondosgenesis.com HQ: Guayaquil, EcuadorReported employees: 201-500 | Guayaquil, Ecuador | 201-500 | Exact match | 119 contacts → |
“Somos una Administradora de Fondos.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Vectorglobal WMGvectorglobalwmg.comHQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 117 contacts → |
“VectorGlobal WMG (Wealth Management Group) is a Broker-Dealer registered with the Securities and Exchange Commission (SEC), member of the Financial Industry Regulatory Authority…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  BEL AIR Investment Advisorsbelair-llc.comHQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 112 contacts → |
“Bel Air was founded in 1997 to service the investment needs of wealthy individuals and families.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  DFP Partnersdfppartners.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 110 contacts → |
“For over 40 years, DFP Partners has been a committed ally to Broker-Dealers, Registered Investment Advisers, and other financial services firms looking for accounting and…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,267 company matches
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Administrative support for investment firms: dataset insights
October 1, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
2,262 records in the displayed employee bands.
5 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 2,267 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 1, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Administrative support for investment firms by location
17 lists · largest firstEvery Administrative support for investment firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Administrative support for investment firms based in the United States859
- Administrative support for investment firms based in Brazil165
- Administrative support for investment firms based in India103
- Administrative support for investment firms based in France101
- Administrative support for investment firms based in the United Kingdom78
- Administrative support for investment firms based in the Netherlands48
- Administrative support for investment firms based in Australia34
- Administrative support for investment firms based in Canada33
- Administrative support for investment firms based in Germany32
- Administrative support for investment firms based in Switzerland32
- Administrative support for investment firms based in Belgium28
- Administrative support for investment firms based in Spain28
- Administrative support for investment firms based in South Africa25
Cities
Questions about this company list
What does Exact match mean for administrative support for investment firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many administrative support for investment firms did RevenueBase find worldwide?
The saved snapshot records 2,267 matching company records, 61,410 tracked contacts and 25,853 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 1, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 administrative support for investment firms worldwide. Snapshot: October 1, 2026. https://revenuebase.ai/companies/browse/administrative-support-for-investment-firms.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 administrative support for investment firms worldwide
RevenueBase records 2,267 matching company records for administrative support for investment firms worldwide, with 61,410 tracked contacts and 25,853 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 1, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 administrative support for investment firms worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Charles Schwababoutschwab.com HQ: Westlake, TX, United StatesReported employees: 10001+ | Westlake, TX, United States | 10001+ | Exact match | 31,927 contacts → |
“Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | OSAICosaic.com HQ: Scottsdale, AZ, United StatesReported employees: 1,001-5,000 | Scottsdale, AZ, United States | 1,001-5,000 | Exact match | 2,071 contacts → |
“Osaic provides the support, resources, and community designed for the future of wealth management.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | True Potential LLPtruepotential.co.uk HQ: Newcastle Upon Tyne, United KingdomReported employees: 501-1,000 | Newcastle Upon Tyne, United Kingdom | 501-1,000 | Exact match | 1,189 contacts → |
“Through our industry leading technology and services, we power the businesses of 20% of the UK financial adviser market.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | YES Securitiesyesinvest.in HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 916 contacts → |
“Combining our vast knowledge, experience and intuitive understanding of the markets to help our customers make WiZe investment choices!” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | United Pharmaceutical Distributorscurofund.com HQ: Cape Town, South AfricaReported employees: 201-500 | Cape Town, South Africa | 201-500 | Exact match | 740 contacts → |
“Curo Fund Services, we provide Investment administration services that cover the entire investment lifecycle.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Blue3 Investimentosblue3investimentos.com.br HQ: Ribeirão Preto, BrazilReported employees: 501-1,000 | Ribeirão Preto, Brazil | 501-1,000 | Exact match | 591 contacts → |
“Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | SVN Investimentossvninvestimentos.com.br HQ: Maringá, BrazilReported employees: 201-500 | Maringá, Brazil | 201-500 | Exact match | 526 contacts → |
“A SVN Investimentos é agente autônomo de investimentos credenciado à XP Investimentos e disponibilizamos um portfólio completo.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Allariaallaria.com.ar HQ: Caba, IndiaReported employees: 201-500 | Caba, India | 201-500 | Exact match | 445 contacts → |
“Allaria es una compañía de servicios financieros que ofrece asesoramiento y administración de inversiones para particulares, empresas e instituciones.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Manchester Investimentosmanchesterinvest.com.br HQ: Joinville, BrazilReported employees: 201-500 | Joinville, Brazil | 201-500 | Exact match | 293 contacts → |
“Empresa de Agente Autônomos de Investimentos, cadastrada na CVM.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Arendt Investor Servicesarendt.com HQ: LuxembourgReported employees: 201-500 | Luxembourg | 201-500 | Exact match | 291 contacts → |
“About Arendt - Investor Services We help clients efficiently run the operational side of their business, bringing peace of mind to investor services.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Lifetime Investimentoslftm.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 267 contacts → |
“A Lifetime Investimentos atua no mercado financeiro desde 2011.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Yapı Kredi Investykyatirim.com.tr HQ: Beşiktaş, TürkiyeReported employees: 201-500 | Beşiktaş, Türkiye | 201-500 | Exact match | 260 contacts → |
“Yapı Kredi Invest is among the leading broker dealers in Turkey providing wide range of investment services to local & foreign retail investors along with institutional investors…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Stone Coast Fund Servicesstone-coast.com HQ: Portland, ME, United StatesReported employees: 201-500 | Portland, ME, United States | 201-500 | Exact match | 220 contacts → |
“Stone Coast Fund Services delivers comprehensive fund administration to alternative investment managers who expect more.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | American Portfoliosamericanportfolios.com HQ: Holbrook, NY, United StatesReported employees: 51-200 | Holbrook, NY, United States | 51-200 | Exact match | 199 contacts → |
“Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc.(APFS), now Osaic, is a full-service, independent broker/dealer and member firm of FINRA and SIPC…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | David Lerner Associates, INCdavidlerner.com HQ: Syosset, NY, United StatesReported employees: 201-500 | Syosset, NY, United States | 201-500 | Exact match | 169 contacts → |
“David Lerner Associates seeks to guide investors toward their goal of achieving their financial objectives.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | PFPFApfp-fa.com HQ: SingaporeReported employees: 51-200 | Singapore | 51-200 | Exact match | 158 contacts → |
“At PFPFA, our people are our greatest asset.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Tera Yatırımterayatirim.com HQ: Istanbul, TürkiyeReported employees: 51-200 | Istanbul, Türkiye | 51-200 | Exact match | 132 contacts → |
“Önceki ismi Stok Menkul Değerler A.Ş.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Gateway Financial Partnersgatewayfinancialpartners.com HQ: Glastonbury, CT, United StatesReported employees: 51-200 | Glastonbury, CT, United States | 51-200 | Exact match | 130 contacts → |
“Gateway Financial Partners is an independent financial services firm headquartered in Glastonbury, Connecticut, supporting advisors in 26 states.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Jb3 Investimentosjb3investimentos.com.br HQ: Florianópolis, BrazilReported employees: 51-200 | Florianópolis, Brazil | 51-200 | Exact match | 130 contacts → |
“Fundada em 2011, na cidade de Florianópolis, a JB3 Investimentos é um escritório credenciado à XP Investimentos.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Eastern Financiers LTDeasternfin.com HQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 128 contacts → |
“Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in Eastern India.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | AK Asset Managementakportfoy.com.tr HQ: İstanbul, TürkiyeReported employees: 51-200 | İstanbul, Türkiye | 51-200 | Exact match | 123 contacts → |
“yılında Akbank T.A.Ş.' iştiraki olarak kurulan Ak Portföy, yatırım fonları yönetimi, emeklilik fonları yönetimi ve kurumsal-bireysel portföy yönetimi ile yatırım danışmanlığı…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | AFP Genesisfondosgenesis.com HQ: Guayaquil, EcuadorReported employees: 201-500 | Guayaquil, Ecuador | 201-500 | Exact match | 119 contacts → |
“Somos una Administradora de Fondos.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Vectorglobal WMGvectorglobalwmg.com HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 117 contacts → |
“VectorGlobal WMG (Wealth Management Group) is a Broker-Dealer registered with the Securities and Exchange Commission (SEC), member of the Financial Industry Regulatory Authority…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | BEL AIR Investment Advisorsbelair-llc.com HQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 112 contacts → |
“Bel Air was founded in 1997 to service the investment needs of wealthy individuals and families.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | DFP Partnersdfppartners.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 110 contacts → |
“For over 40 years, DFP Partners has been a committed ally to Broker-Dealers, Registered Investment Advisers, and other financial services firms looking for accounting and…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Administrative support for investment firms: dataset insights
October 1, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
2,262 records in the displayed employee bands.
5 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 2,267 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 1, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Administrative support for investment firms by location
17 lists · largest firstEvery Administrative support for investment firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Administrative support for investment firms based in the United States859
- Administrative support for investment firms based in Brazil165
- Administrative support for investment firms based in India103
- Administrative support for investment firms based in France101
- Administrative support for investment firms based in the United Kingdom78
- Administrative support for investment firms based in the Netherlands48
- Administrative support for investment firms based in Australia34
- Administrative support for investment firms based in Canada33
- Administrative support for investment firms based in Germany32
- Administrative support for investment firms based in Switzerland32
- Administrative support for investment firms based in Belgium28
- Administrative support for investment firms based in Spain28
- Administrative support for investment firms based in South Africa25
Cities
Questions about this company list
What does Exact match mean for administrative support for investment firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many administrative support for investment firms did RevenueBase find worldwide?
The saved snapshot records 2,267 matching company records, 61,410 tracked contacts and 25,853 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 1, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
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Cite this list
RevenueBase Data Team. Top 25 administrative support for investment firms worldwide. Snapshot: October 1, 2026. https://revenuebase.ai/companies/browse/administrative-support-for-investment-firms.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗