Company lists · Data refreshed September 2026

Top 25 AI wealth management platforms worldwide

Name: AI wealth management platforms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 8,941 companies tracked

RevenueBase identified 8,941 company matches for AI wealth management platforms worldwide as of September 2026 and tracks 194,187 professional contacts across them, including 74,668 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for AI wealth management platforms 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 September 27, 2026. Country and city lists for AI wealth management platforms 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 27, 2026 How this list was built

8,941Companies

194,187Contacts tracked

74,668Verified emails

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The 25 largest AI wealth management platforms worldwide

Ranked by team size

Top 25 of 8,941 company matches for AI wealth management platforms worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	5,001-10,000	13,475 contacts →
	Exact match “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2	FNZ	Exact match	London, United KingdomHQ recorded Sep 27, 2026	5,001-10,000	4,802 contacts →
	Exact match “FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3	Simcorp	Exact match	Copenhagen, DenmarkHQ recorded Sep 27, 2026	1,001-5,000	3,257 contacts →
	Exact match “SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4	Cibc Wood Gundy	Exact match	CanadaHQ recorded Sep 27, 2026	1,001-5,000	2,838 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5	Envestnet	Exact match	Berwyn, PA, United StatesHQ recorded Sep 27, 2026	1,001-5,000	2,766 contacts →
	Exact match “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6	Barclays Wealth Management	Exact match	London, United KingdomHQ recorded Sep 27, 2026	5,001-10,000	2,717 contacts →
	Exact match “Barclays provides wealth management expertise to our clients in the UK.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7	BMO Nesbitt Burns	Exact match	Toronto, CanadaHQ recorded Sep 27, 2026	1,001-5,000	2,400 contacts →
	Exact match “As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8	UFF	Exact match	Bois-colombes, FranceHQ recorded Sep 27, 2026	501-1,000	2,390 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9	TWO Sigma	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	1,001-5,000	2,154 contacts →
	Exact match “Two Sigma is a leading quantitative investment management and trading firm with more than $70 billion in assets under management.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10	OSAIC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 27, 2026	1,001-5,000	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 · Sep 27, 2026 · View company records in RevenueBase
11	Icapital	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	1,001-5,000	2,016 contacts →
	Exact match “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12	BT	Exact match	Barangaroo, AustraliaHQ recorded Sep 27, 2026	1,001-5,000	1,993 contacts →
	Exact match “BT is the wealth management brand of the Westpac Group, helping Australians from all backgrounds manage, grow and protect their money.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13	Squarepoint	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	1,001-5,000	1,979 contacts →
	Exact match “Squarepoint is a leading global investment management firm that develops quantitative investment strategies to achieve high quality returns for our clients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14	Wilmington Trust	Exact match	Wilmington, DE, United StatesHQ recorded Sep 27, 2026	1,001-5,000	1,951 contacts →
	Exact match “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15	Creative Planning	Exact match	Overland Park, KS, United StatesHQ recorded Sep 27, 2026	1,001-5,000	1,885 contacts →
	Exact match “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16	Iifl Capital Services Limited	Exact match	Mumbai, IndiaHQ recorded Sep 27, 2026	1,001-5,000	1,878 contacts →
	Exact match “IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Sep 27, 2026	1,001-5,000	1,482 contacts →
	Exact match “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18	Raymond James LTD	Exact match	Toronto, ON, CanadaHQ recorded Sep 27, 2026	5,001-10,000	1,405 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19	Degroof Petercam	Exact match	Brussels, BelgiumHQ recorded Sep 27, 2026	1,001-5,000	1,395 contacts →
	Exact match “Founded in 1871, Degroof Petercam is a Belgian-rooted reference investment house, built on more than 150 years of integrated financial knowledge.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20	Addepar	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	1,001-5,000	1,304 contacts →
	Exact match “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21	Choice	Exact match	Mumbai, IndiaHQ recorded Sep 27, 2026	5,001-10,000	1,282 contacts →
	Exact match “Choice Equity Broking Private Limited: SEBI Reg No.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22	Focus Partners	Exact match	St. Louis, MO, United StatesHQ recorded Sep 27, 2026	1,001-5,000	1,249 contacts →
	Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23	BNY Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	10001+	1,217 contacts →
	Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24	PSG Wealth	Exact match	Waterfall, South AfricaHQ recorded Sep 27, 2026	501-1,000	1,173 contacts →
	Exact match “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25	Personal Capital	Exact match	Redwood City, CA, United StatesHQ recorded Sep 27, 2026	201-500	1,168 contacts →
	Exact match “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded in the RevenueBase company graph · Sep 27, 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 “AI wealth management platforms”. 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 8,941 AI wealth management platforms worldwide

See the full list, filter by size, metro and specialty, and access 74,668 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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AI wealth management platforms worldwide at a glance

As of Sep 27, 2026

38.5%Verified-email coverage

21.7Average contacts per company

1-10Median size (employees)

3.4%Largest-city concentration · London

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

5,441

11-50

2,506

51-200

627

201-500

169

501-1,000

1,001-5,000

5,001-10,000

10001+

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 AI wealth management platforms are linked below.
What qualifies: Company records worldwide whose business descriptions match “AI wealth management platforms” 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 74,668 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 September 27, 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.

AI wealth management platforms by location

45 lists · largest first

Every AI wealth management platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

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 “AI wealth management platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many AI wealth management platforms are there worldwide?

RevenueBase identified 8,941 company matches for AI wealth management platforms worldwide as of September 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?

LPL Financial tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most AI wealth management platforms?

The United States leads with 2,546 companies, followed by India (1,162) and the United Kingdom (635). Every AI wealth management platforms list by country and city is linked on this page.

Which city has the most AI wealth management platforms?

London leads with 304 company records, followed by Mumbai (216) and New York (200).

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 74,668 professional contacts with verified work emails tracked across these 8,941 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 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 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.