Company lists · Data refreshed September 2026
Top 25 Behavioral finance platforms worldwide
RevenueBase identified 989 behavioral finance platforms worldwide as of September 2026 and tracks 26,817 professional contacts across them, including 11,399 with verified work emails and 0 with mobile numbers. The United States is the largest market and London the largest hub.
This list covers behavioral finance platforms worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026. Country and city lists for behavioral finance platforms follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest behavioral finance platforms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,766 contacts → | ||||
Indirect evidence “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 2,165 contacts → | ||||
Strong evidence “We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 2,016 contacts → | ||||
Indirect evidence “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 1,304 contacts → | ||||
Strong evidence “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 1,042 contacts → | ||||
Partial evidence “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 982 contacts → | ||||
Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 911 contacts → | ||||
Indirect evidence “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 848 contacts → | ||||
Strong evidence “Founded in 2005, Seeking Alpha is an industry-leading financial research platform powered by one of the world’s largest investing communities.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 629 contacts → | ||||
Indirect evidence “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 553 contacts → | ||||
Partial evidence “1% Club is an education-led fintech platform that helps people make smarter decisions with their money.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 434 contacts → | ||||
Partial evidence “Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 347 contacts → | ||||
Partial evidence “Introducing Tradu, the platform built for smarter investing with an institutional edge.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 309 contacts → | ||||
Indirect evidence “Communify has decades of experience designing and developing game-changing experiences deployed through digital apps and agents.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 280 contacts → | ||||
Strong evidence “About Us - BankSathi is a modern digital platform helping financial advisors establish an online presence and sell financial products effortlessly.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 243 contacts → | ||||
Indirect evidence “When you invest with intelligence, life opens up a wealth of choices.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 218 contacts → | ||||
Indirect evidence “Trading Central is a registered, ISO/IEC 27001:2022 certified, award-winning market analytics and research provider, supporting investment decisions through leading digital wealth…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 208 contacts → | ||||
Partial evidence “Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 198 contacts → | ||||
Partial evidence “Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 189 contacts → | ||||
Partial evidence “Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 189 contacts → | ||||
Indirect evidence “Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 21 | 183 contacts → | ||||
Indirect evidence “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 180 contacts → | ||||
Partial evidence “Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 23 | 177 contacts → | ||||
Partial evidence “Kristal.AI is an award-winning digital private wealth platform, licensed and operational in Singapore, Hong Kong, India, and UAE We unlock sophisticated investment opportunities…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 24 | 174 contacts → | ||||
Partial evidence “Endowus is Asia’s leading independent wealth advisor and investment platform.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 25 | 170 contacts → | ||||
Indirect evidence “Criada em 2011, a Rico é uma corretora de investimentos 100% online e voltada à pessoa física.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: behavioral finance platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names behavioral finance platforms.
- Partial evidence
- Its own public description names part of behavioral finance platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name behavioral finance platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 989 behavioral finance platforms worldwide
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Behavioral finance platforms worldwide at a glance
As of Sep 14, 2026Companies by employee count
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among behavioral finance platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- Coverage
- 9 countries, largest first: the United States, India, the United Kingdom, Canada, France, Brazil, Singapore, Australia, Germany. Country and city lists for behavioral finance platforms are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “behavioral finance platforms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names behavioral finance platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among behavioral finance platforms, and records with no verified work email.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 11,399 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 14, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Behavioral finance platforms by location
9 lists · largest firstEvery Behavioral finance platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Behavioral finance platforms based in the United States389
- Behavioral finance platforms based in India248
- Behavioral finance platforms based in the United Kingdom101
- Behavioral finance platforms based in Canada59
- Behavioral finance platforms based in France49
- Behavioral finance platforms based in Brazil39
- Behavioral finance platforms based in Singapore37
- Behavioral finance platforms based in Australia35
- Behavioral finance platforms based in Germany32
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names behavioral finance platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many behavioral finance platforms are there worldwide?
RevenueBase identified 989 behavioral finance platforms worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Envestnet, headquartered in Berwyn, tops this list with the largest team on record.
Which country has the most behavioral finance platforms?
The United States leads with 389 companies, followed by India (248) and the United Kingdom (101). Every behavioral finance platforms list by country and city is linked on this page.
Which city has the most behavioral finance platforms?
London leads with 70 headquartered companies, followed by New York (53) and Mumbai (41).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 11,399 verified decision-maker contacts tracked across these 989 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.