Company lists · Data refreshed November 2026
Top 25 Behavioral finance advisors worldwide
RevenueBase identified 384 company matches for behavioral finance advisors worldwide as of November 2026 and tracks 1,950 professional contacts across them, including 661 with verified work emails. The United States is the largest market and New York the largest hub.
This list covers company matches for behavioral finance advisors 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 November 6, 2026. Country and city lists for behavioral finance advisors 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 behavioral finance advisors worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 179 contacts → | ||||
Exact match “Parag Parikh Financial Advisory Services Ltd.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 128 contacts → | ||||
Exact match “Imagine working with a network of financial professionals who understand you and have years of experience in helping you achieve good financial outcomes.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 97 contacts → | ||||
Exact match “Minds & Roses is a company that helps clients to transform the data into a clear and conclusive picture.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 75 contacts → | ||||
Exact match “Analizamos el dato con óptica conductual Somos una consultora internacional de dirección que trabaja para acelerar el cambio mediante analítica avanzada y entendiendo los…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 43 contacts → | ||||
Exact match “It’s time to simplify your money.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 39 contacts → | ||||
Exact match “Pointe Advisory is proud to join Stout, forming Stout Strategy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 39 contacts → | ||||
Exact match “OUR STORY In the journey of brand building, we are the architects.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 37 contacts → | ||||
Exact match “Our industry is starting to learn about behavioral science, but it was 2004 when we began re-engineering our firm to deliver Behavioral Wealth Management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 36 contacts → | ||||
Exact match “Every business is the sum total of the thoughts, decisions, and behaviors of its people.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 35 contacts → | ||||
Exact match “We combine innovative behavioural finance, data science, and quantitative finance in our technology solutions to help people make the best possible financial decisions throughout…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 33 contacts → | ||||
Exact match “Essentia Analytics is the leading provider of behavioral data analytics services to professional investors and allocators of capital.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 24 contacts → | ||||
Exact match “Founded in 2014, Capital Preferences is an independently owned decision science technology and research firm created by globally acclaimed economists.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 24 contacts → | ||||
Exact match “Unsere Mission: Wir schaffen Innovation & Wachstum Alles Wirtschaften beruht auf Verhalten.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 23 contacts → | ||||
Exact match “Erst das Herz, dann der Verstand Wir glauben, dass Finanzen nicht mit Druck, Angst oder Komplexität beginnen sollten, sondern mit Verständnis.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 23 contacts → | ||||
Exact match “Exagens’ Behavioral Banking solutions enable community-based financial institutions to grow with their members/customers and win against big banks.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 18 contacts → | ||||
Exact match “At Behaviour Lab, we see it as our mission to improve the way that the world makes investments; by together developing strategies and decision-making processes which reduce the…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 18 contacts → | ||||
Exact match “Welcome to Aura Finance, where we believe that true financial wellness goes beyond numbers-it's about your relationship with money.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 18 contacts → | ||||
Exact match “Behavia is one of the top boutique consulting companies in Europe and the Middle East specialized in Behavioral Public Policy and Experimental Research.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 17 contacts → | ||||
Exact match “A refreshingly different approach to financial advice – a real interest in what drives you and your business.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 16 contacts → | ||||
Exact match “There is nothing new about the need to capture an audience’s attention, convince the undecided, inspire colleagues to embrace change and effectively influence, persuade and change…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 14 contacts → | ||||
Exact match “R.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 13 contacts → | ||||
Exact match “Founded in the year 2016, we are Hyderabad's own home-grown boutique firm with more than 10 years of vintage and a combined industry experience of more than 34 years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 13 contacts → | ||||
Exact match “We give you the power of Behavioral Finance intelligence to optimize your investment decisions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 13 contacts → | ||||
Exact match “Your roadmap, your future, your security, your comfort, and your trust.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 11 contacts → | ||||
Exact match “Nuestro propósito es simple pero poderoso: atraer, desarrollar y retener talento que transforma organizaciones.” Recorded in the RevenueBase company graph · Nov 6, 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 “behavioral finance advisors”. 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 384 behavioral finance advisors worldwide
See the full list, filter by size, metro and specialty, and access 661 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Behavioral finance advisors worldwide at a glance
As of Nov 6, 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 behavioral finance advisors are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “behavioral finance advisors” 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 661 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 November 6, 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.
Behavioral finance advisors by location
2 lists · largest firstEvery Behavioral finance advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
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 “behavioral finance advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many behavioral finance advisors are there worldwide?
RevenueBase identified 384 company matches for behavioral finance advisors worldwide as of November 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?
Parag Parikh Financial Advisory Services Limited tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most behavioral finance advisors?
The United States leads with 118 companies, followed by the United Kingdom (32). Every behavioral finance advisors list by country and city is linked on this page.
Which city has the most behavioral finance advisors?
New York leads with 15 company records, followed by London (10) and Sao Paulo (10).
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 661 professional contacts with verified work emails tracked across these 384 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 384 behavioral finance advisors 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.
More company lists
Company intelligence · public preview
Top 25 behavioral finance advisors worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 384 matching company records for behavioral finance advisors worldwide, with 1,950 tracked contacts and 661 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: November 6, 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 behavioral finance advisors 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 | HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 179 contacts → |
“Parag Parikh Financial Advisory Services Ltd.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Northeast Financial Networknortheastfn.comHQ: Holmdel, CT, United StatesReported employees: 11-50 | Holmdel, CT, United States | 11-50 | Exact match | 128 contacts → |
“Imagine working with a network of financial professionals who understand you and have years of experience in helping you achieve good financial outcomes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Minds & Rosesmindsandroses.comHQ: Warsaw, PolandReported employees: 11-50 | Warsaw, Poland | 11-50 | Exact match | 97 contacts → |
“Minds & Roses is a company that helps clients to transform the data into a clear and conclusive picture.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Neovantasneovantas.comHQ: Madrid, SpainReported employees: 11-50 | Madrid, Spain | 11-50 | Exact match | 75 contacts → |
“Analizamos el dato con óptica conductual Somos una consultora internacional de dirección que trabaja para acelerar el cambio mediante analítica avanzada y entendiendo los…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Link Wealth Advicelinkwealth.com.auHQ: Kew East, AustraliaReported employees: 51-200 | Kew East, Australia | 51-200 | Exact match | 43 contacts → |
“It’s time to simplify your money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Pointe Advisorypointeadvisory.comHQ: Arlington, VA, United StatesReported employees: 51-200 | Arlington, VA, United States | 51-200 | Exact match | 39 contacts → |
“Pointe Advisory is proud to join Stout, forming Stout Strategy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  AVOamorvinc.itHQ: Seattle, WA, United StatesReported employees: 11-50 | Seattle, WA, United States | 11-50 | Exact match | 39 contacts → |
“OUR STORY In the journey of brand building, we are the architects.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  JOYNjoynadvisors.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 37 contacts → |
“Our industry is starting to learn about behavioral science, but it was 2004 when we began re-engineering our firm to deliver Behavioral Wealth Management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Contemporary Leadership Advisorscontemporaryleadership.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 36 contacts → |
“Every business is the sum total of the thoughts, decisions, and behaviors of its people.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Oxford Riskoxfordrisk.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 35 contacts → |
“We combine innovative behavioural finance, data science, and quantitative finance in our technology solutions to help people make the best possible financial decisions throughout…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Essentia Analyticsessentia-analytics.comHQ: London, NY, United KingdomReported employees: 11-50 | London, NY, United Kingdom | 11-50 | Exact match | 33 contacts → |
“Essentia Analytics is the leading provider of behavioral data analytics services to professional investors and allocators of capital.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Capital Preferencescapitalpreferences.comHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 24 contacts → |
“Founded in 2014, Capital Preferences is an independently owned decision science technology and research firm created by globally acclaimed economists.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Fehradvice & Partners AGfehradvice.comHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 24 contacts → |
“Unsere Mission: Wir schaffen Innovation & Wachstum Alles Wirtschaften beruht auf Verhalten.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Finwiwo AGfinwiwo.chHQ: St. Gallen, SwitzerlandReported employees: 11-50 | St. Gallen, Switzerland | 11-50 | Exact match | 23 contacts → |
“Erst das Herz, dann der Verstand Wir glauben, dass Finanzen nicht mit Druck, Angst oder Komplexität beginnen sollten, sondern mit Verständnis.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Exagensexagens.comHQ: Montréal, QC, CanadaReported employees: 11-50 | Montréal, QC, Canada | 11-50 | Exact match | 23 contacts → |
“Exagens’ Behavioral Banking solutions enable community-based financial institutions to grow with their members/customers and win against big banks.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Behaviour LABbehaviourlab.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 18 contacts → |
“At Behaviour Lab, we see it as our mission to improve the way that the world makes investments; by together developing strategies and decision-making processes which reduce the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Aura Financeaurafinance.ioHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 18 contacts → |
“Welcome to Aura Finance, where we believe that true financial wellness goes beyond numbers-it's about your relationship with money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Behaviabehavia.deHQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 18 contacts → |
“Behavia is one of the top boutique consulting companies in Europe and the Middle East specialized in Behavioral Public Policy and Experimental Research.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Chadwicks Wealth Managementchadwicks.co.ukHQ: Norwich, United KingdomReported employees: 1-10 | Norwich, United Kingdom | 1-10 | Exact match | 17 contacts → |
“A refreshingly different approach to financial advice – a real interest in what drives you and your business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Influence At Work UKinfluenceatwork.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 16 contacts → |
“There is nothing new about the need to capture an audience’s attention, convince the undecided, inspire colleagues to embrace change and effectively influence, persuade and change…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  R. G. Niederhoffer Capital Managementniederhoffer.comHQ: Sunny Isles Beach, FL, United StatesReported employees: 11-50 | Sunny Isles Beach, FL, United States | 11-50 | Exact match | 14 contacts → |
“R.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Buckspeakbuckspeak.comHQ: Hyderabad, IndiaReported employees: 1-10 | Hyderabad, India | 1-10 | Exact match | 13 contacts → |
“Founded in the year 2016, we are Hyderabad's own home-grown boutique firm with more than 10 years of vintage and a combined industry experience of more than 34 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Yainvestyainvest.aiHQ: Baar, SwitzerlandReported employees: 1-10 | Baar, Switzerland | 1-10 | Exact match | 13 contacts → |
“We give you the power of Behavioral Finance intelligence to optimize your investment decisions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  PENCOpenco.ieHQ: Dublin 7, IrelandReported employees: 11-50 | Dublin 7, Ireland | 11-50 | Exact match | 13 contacts → |
“Your roadmap, your future, your security, your comfort, and your trust.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  MAS Valormasvalor.com.mxHQ: Monterrey, MexicoReported employees: 1-10 | Monterrey, Mexico | 1-10 | Exact match | 11 contacts → |
“Nuestro propósito es simple pero poderoso: atraer, desarrollar y retener talento que transforma organizaciones.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 384 company matches
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Behavioral finance advisors: dataset insights
November 6, 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
383 records in the displayed employee bands.
1 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 384 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: November 6, 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 ↗
Behavioral finance advisors by location
2 lists · largest firstEvery Behavioral finance advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for behavioral finance advisors?
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 behavioral finance advisors did RevenueBase find worldwide?
The saved snapshot records 384 matching company records, 1,950 tracked contacts and 661 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: November 6, 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.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 behavioral finance advisors worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/behavioral-finance-advisors.
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 behavioral finance advisors worldwide
RevenueBase records 384 matching company records for behavioral finance advisors worldwide, with 1,950 tracked contacts and 661 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: November 6, 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 behavioral finance advisors 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 | HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 179 contacts → |
“Parag Parikh Financial Advisory Services Ltd.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Northeast Financial Networknortheastfn.com HQ: Holmdel, CT, United StatesReported employees: 11-50 | Holmdel, CT, United States | 11-50 | Exact match | 128 contacts → |
“Imagine working with a network of financial professionals who understand you and have years of experience in helping you achieve good financial outcomes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Minds & Rosesmindsandroses.com HQ: Warsaw, PolandReported employees: 11-50 | Warsaw, Poland | 11-50 | Exact match | 97 contacts → |
“Minds & Roses is a company that helps clients to transform the data into a clear and conclusive picture.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Neovantasneovantas.com HQ: Madrid, SpainReported employees: 11-50 | Madrid, Spain | 11-50 | Exact match | 75 contacts → |
“Analizamos el dato con óptica conductual Somos una consultora internacional de dirección que trabaja para acelerar el cambio mediante analítica avanzada y entendiendo los…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Link Wealth Advicelinkwealth.com.au HQ: Kew East, AustraliaReported employees: 51-200 | Kew East, Australia | 51-200 | Exact match | 43 contacts → |
“It’s time to simplify your money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Pointe Advisorypointeadvisory.com HQ: Arlington, VA, United StatesReported employees: 51-200 | Arlington, VA, United States | 51-200 | Exact match | 39 contacts → |
“Pointe Advisory is proud to join Stout, forming Stout Strategy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | AVOamorvinc.it HQ: Seattle, WA, United StatesReported employees: 11-50 | Seattle, WA, United States | 11-50 | Exact match | 39 contacts → |
“OUR STORY In the journey of brand building, we are the architects.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | JOYNjoynadvisors.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 37 contacts → |
“Our industry is starting to learn about behavioral science, but it was 2004 when we began re-engineering our firm to deliver Behavioral Wealth Management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Contemporary Leadership Advisorscontemporaryleadership.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 36 contacts → |
“Every business is the sum total of the thoughts, decisions, and behaviors of its people.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Oxford Riskoxfordrisk.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 35 contacts → |
“We combine innovative behavioural finance, data science, and quantitative finance in our technology solutions to help people make the best possible financial decisions throughout…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Essentia Analyticsessentia-analytics.com HQ: London, NY, United KingdomReported employees: 11-50 | London, NY, United Kingdom | 11-50 | Exact match | 33 contacts → |
“Essentia Analytics is the leading provider of behavioral data analytics services to professional investors and allocators of capital.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Capital Preferencescapitalpreferences.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 24 contacts → |
“Founded in 2014, Capital Preferences is an independently owned decision science technology and research firm created by globally acclaimed economists.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Fehradvice & Partners AGfehradvice.com HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 24 contacts → |
“Unsere Mission: Wir schaffen Innovation & Wachstum Alles Wirtschaften beruht auf Verhalten.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Finwiwo AGfinwiwo.ch HQ: St. Gallen, SwitzerlandReported employees: 11-50 | St. Gallen, Switzerland | 11-50 | Exact match | 23 contacts → |
“Erst das Herz, dann der Verstand Wir glauben, dass Finanzen nicht mit Druck, Angst oder Komplexität beginnen sollten, sondern mit Verständnis.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Exagensexagens.com HQ: Montréal, QC, CanadaReported employees: 11-50 | Montréal, QC, Canada | 11-50 | Exact match | 23 contacts → |
“Exagens’ Behavioral Banking solutions enable community-based financial institutions to grow with their members/customers and win against big banks.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Behaviour LABbehaviourlab.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 18 contacts → |
“At Behaviour Lab, we see it as our mission to improve the way that the world makes investments; by together developing strategies and decision-making processes which reduce the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Aura Financeaurafinance.io HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 18 contacts → |
“Welcome to Aura Finance, where we believe that true financial wellness goes beyond numbers-it's about your relationship with money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Behaviabehavia.de HQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 18 contacts → |
“Behavia is one of the top boutique consulting companies in Europe and the Middle East specialized in Behavioral Public Policy and Experimental Research.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Chadwicks Wealth Managementchadwicks.co.uk HQ: Norwich, United KingdomReported employees: 1-10 | Norwich, United Kingdom | 1-10 | Exact match | 17 contacts → |
“A refreshingly different approach to financial advice – a real interest in what drives you and your business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Influence At Work UKinfluenceatwork.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 16 contacts → |
“There is nothing new about the need to capture an audience’s attention, convince the undecided, inspire colleagues to embrace change and effectively influence, persuade and change…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | R. G. Niederhoffer Capital Managementniederhoffer.com HQ: Sunny Isles Beach, FL, United StatesReported employees: 11-50 | Sunny Isles Beach, FL, United States | 11-50 | Exact match | 14 contacts → |
“R.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Buckspeakbuckspeak.com HQ: Hyderabad, IndiaReported employees: 1-10 | Hyderabad, India | 1-10 | Exact match | 13 contacts → |
“Founded in the year 2016, we are Hyderabad's own home-grown boutique firm with more than 10 years of vintage and a combined industry experience of more than 34 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Yainvestyainvest.ai HQ: Baar, SwitzerlandReported employees: 1-10 | Baar, Switzerland | 1-10 | Exact match | 13 contacts → |
“We give you the power of Behavioral Finance intelligence to optimize your investment decisions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | PENCOpenco.ie HQ: Dublin 7, IrelandReported employees: 11-50 | Dublin 7, Ireland | 11-50 | Exact match | 13 contacts → |
“Your roadmap, your future, your security, your comfort, and your trust.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | MAS Valormasvalor.com.mx HQ: Monterrey, MexicoReported employees: 1-10 | Monterrey, Mexico | 1-10 | Exact match | 11 contacts → |
“Nuestro propósito es simple pero poderoso: atraer, desarrollar y retener talento que transforma organizaciones.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 384 company matches
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Behavioral finance advisors: dataset insights
November 6, 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
383 records in the displayed employee bands.
1 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 384 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: November 6, 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 ↗
Behavioral finance advisors by location
2 lists · largest firstEvery Behavioral finance advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for behavioral finance advisors?
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 behavioral finance advisors did RevenueBase find worldwide?
The saved snapshot records 384 matching company records, 1,950 tracked contacts and 661 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: November 6, 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 behavioral finance advisors worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/behavioral-finance-advisors.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗