Company lists · Data refreshed November 2026
Top 25 Charity financial advisors worldwide
RevenueBase identified 3,410 company matches for charity financial advisors worldwide as of November 2026 and tracks 26,476 professional contacts across them, including 10,959 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for charity financial 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 charity financial 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 charity financial advisors worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,890 contacts → | ||||
Exact match “Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 613 contacts → | ||||
Exact match “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 600 contacts → | ||||
Exact match “Buzzacott is an accountancy and advisory firm with a long-standing history of supporting individuals, businesses, and not-for-profits.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 381 contacts → | ||||
Exact match “Expert investment management and financial planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 334 contacts → | ||||
Exact match “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 322 contacts → | ||||
Exact match “Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 318 contacts → | ||||
Exact match “We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 317 contacts → | ||||
Exact match “Let's journey together.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 289 contacts → | ||||
Exact match “National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 273 contacts → | ||||
Exact match “As a national full-service accounting and advisory firm exclusively serving nonprofit organizations, CapinCrouse provides professional solutions to organizations whose outcomes…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 257 contacts → | ||||
Exact match “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 248 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 235 contacts → | ||||
Exact match “It’s time for a new approach to financial advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 217 contacts → | ||||
Exact match “As certified public accountants and expert financial advisors, we empower non-profits to achieve their mission.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 179 contacts → | ||||
Exact match “ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 150 contacts → | ||||
Exact match “Connect Business Solutions is located in Northern NSW and incorporates Connect Accountants & Advisors, Connect Financial Planning Services, Connect Risk Solutions & Connect…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 146 contacts → | ||||
Exact match “As one of the largest privately owned Independent Financial Advisers in the UK, we have been building successful long-term relationships with clients for 50 years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 139 contacts → | ||||
Exact match “Irish Pensions & Finance are one of Ireland’s leading financial advisors to the public and private sectors, providing expert advice and a range of financial products to over…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 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 | |||||
| 20 | 127 contacts → | ||||
Exact match “Westminster Wealth Management is a Chartered, independent financial advisory group, providing expert financial advice to a wide range of clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 118 contacts → | ||||
Exact match “WHAT WE CAN DO FOR YOU We can provide you with advice on every aspect of your financial affairs, whether personal, business or a mixture of both.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 118 contacts → | ||||
Exact match “Starting from the simple principle that every client should be treated as our only client, our foundations are based on trust, experience and outstanding service.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 117 contacts → | ||||
Exact match “We are an award-winning National Independent Financial Advice firm that offers a modern financial advice service.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 117 contacts → | ||||
Exact match “At Insight Financial Associates, everything we do is built around a simple belief: you should feel confident, informed and in control of your financial future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 117 contacts → | ||||
Exact match “Elke dag is het onze missie om u optimaal te begeleiden bij uw financiële keuzes voor uw woonkrediet en uw geld.” 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 “charity financial 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 3,410 charity financial advisors worldwide
See the full list, filter by size, metro and specialty, and access 10,959 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Charity financial 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 charity financial advisors are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “charity financial 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 10,959 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.
Charity financial advisors by location
12 lists · largest firstEvery Charity financial advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Charity financial advisors based in the United States1,320
- Charity financial advisors based in the United Kingdom536
- Charity financial advisors based in Australia225
- Charity financial advisors based in India139
- Charity financial advisors based in Canada115
- Charity financial advisors based in the Netherlands114
- Charity financial advisors based in South Africa81
- Charity financial advisors based in Germany57
- Charity financial advisors based in Brazil40
- Charity financial advisors based in New Zealand32
- Charity financial advisors based in Ireland28
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 “charity financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many charity financial advisors are there worldwide?
RevenueBase identified 3,410 company matches for charity financial 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?
Partners Financial Services, A.S tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most charity financial advisors?
The United States leads with 1,320 companies, followed by the United Kingdom (536) and Australia (225). Every charity financial advisors list by country and city is linked on this page.
Which city has the most charity financial advisors?
London leads with 109 company records, followed by Mumbai (24) and New York (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 10,959 professional contacts with verified work emails tracked across these 3,410 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 3,410 charity financial 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 charity financial 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 3,410 matching company records for charity financial advisors worldwide, with 26,476 tracked contacts and 10,959 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 charity financial 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 |  Partners Financial Services, A.Spartners.czHQ: Praha 4 – Chodov, Czech RepublicReported employees: 1,001-5,000 | Praha 4 – Chodov, Czech Republic | 1,001-5,000 | Exact match | 1,890 contacts → |
“Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Chase DE Verechasedevere.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 613 contacts → |
“At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Buzzacottbuzzacott.co.ukHQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 600 contacts → |
“Buzzacott is an accountancy and advisory firm with a long-standing history of supporting individuals, businesses, and not-for-profits.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Close Brothers Asset Managementclosebrothersam.comHQ: Liverpool Street, United KingdomReported employees: 501-1,000 | Liverpool Street, United Kingdom | 501-1,000 | Exact match | 381 contacts → |
“Expert investment management and financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  49 Financial49financial.comHQ: Austin, CA, United StatesReported employees: 51-200 | Austin, CA, United States | 51-200 | Exact match | 334 contacts → |
“49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Gellergellerco.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 322 contacts → |
“Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Modern Wealth Managementmodwm.comHQ: Lenexa, KS, United StatesReported employees: 201-500 | Lenexa, KS, United States | 201-500 | Exact match | 318 contacts → |
“We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Consultconsultm.co.zaHQ: Centurion, South AfricaReported employees: 201-500 | Centurion, South Africa | 201-500 | Exact match | 317 contacts → |
“Let's journey together.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  National Philanthropic Trustnptrust.orgHQ: Jenkintown, PA, United StatesReported employees: 201-500 | Jenkintown, PA, United States | 201-500 | Exact match | 289 contacts → |
“National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Capincrousecapincrouse.comHQ: Indianapolis, CA, United StatesReported employees: 51-200 | Indianapolis, CA, United States | 51-200 | Exact match | 273 contacts → |
“As a national full-service accounting and advisory firm exclusively serving nonprofit organizations, CapinCrouse provides professional solutions to organizations whose outcomes…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Coastal Wealthmycoastalwealth.comHQ: Fort Lauderdale, FL, United StatesReported employees: 51-200 | Fort Lauderdale, FL, United States | 51-200 | Exact match | 257 contacts → |
“At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Beplan Finanční Plánování S.R.Obeplan.czHQ: Praha 1, Czech RepublicReported employees: 201-500 | Praha 1, Czech Republic | 201-500 | Exact match | 248 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 |  Shackletonshackletonadvisers.co.ukHQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 235 contacts → |
“It’s time for a new approach to financial advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Ncheng LLPncheng.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 217 contacts → |
“As certified public accountants and expert financial advisors, we empower non-profits to achieve their mission.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  ALM Firstalmfirst.comHQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 179 contacts → |
“ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Connect Business Solutionsconnecta.com.auHQ: Kyogle, AustraliaReported employees: 11-50 | Kyogle, Australia | 11-50 | Exact match | 150 contacts → |
“Connect Business Solutions is located in Northern NSW and incorporates Connect Accountants & Advisors, Connect Financial Planning Services, Connect Risk Solutions & Connect…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Lowes A Saltus Businesslowes.co.ukHQ: Jesmond, United KingdomReported employees: 51-200 | Jesmond, United Kingdom | 51-200 | Exact match | 146 contacts → |
“As one of the largest privately owned Independent Financial Advisers in the UK, we have been building successful long-term relationships with clients for 50 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Irish Pensions & Financeipf.ieHQ: Co. Meath, IrelandReported employees: 51-200 | Co. Meath, Ireland | 51-200 | Exact match | 139 contacts → |
“Irish Pensions & Finance are one of Ireland’s leading financial advisors to the public and private sectors, providing expert advice and a range of financial products to over…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  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. | |||||
| 20 |  Westminster Wealth Managementwestminster-wealth.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 127 contacts → |
“Westminster Wealth Management is a Chartered, independent financial advisory group, providing expert financial advice to a wide range of clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Ryecroft Glentonryecroftglenton.comHQ: Newcastle Upon Tyne, United KingdomReported employees: 51-200 | Newcastle Upon Tyne, United Kingdom | 51-200 | Exact match | 118 contacts → |
“WHAT WE CAN DO FOR YOU We can provide you with advice on every aspect of your financial affairs, whether personal, business or a mixture of both.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Cooper Associates Groupthecooperway.comHQ: Taunton, United KingdomReported employees: 51-200 | Taunton, United Kingdom | 51-200 | Exact match | 118 contacts → |
“Starting from the simple principle that every client should be treated as our only client, our foundations are based on trust, experience and outstanding service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Continuum Financial Services LLPmycontinuum.co.ukHQ: Plymouth, United KingdomReported employees: 51-200 | Plymouth, United Kingdom | 51-200 | Exact match | 117 contacts → |
“We are an award-winning National Independent Financial Advice firm that offers a modern financial advice service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Insight Financial Associatesinsightifa.comHQ: Norwich, United KingdomReported employees: 51-200 | Norwich, United Kingdom | 51-200 | Exact match | 117 contacts → |
“At Insight Financial Associates, everything we do is built around a simple belief: you should feel confident, informed and in control of your financial future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Immotheker Finothekerimmothekerfinotheker.beHQ: Leuven, BelgiumReported employees: 51-200 | Leuven, Belgium | 51-200 | Exact match | 117 contacts → |
“Elke dag is het onze missie om u optimaal te begeleiden bij uw financiële keuzes voor uw woonkrediet en uw geld.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,410 company matches
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Charity financial 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
3,378 records in the displayed employee bands.
32 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 3,410 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 ↗
Charity financial advisors by location
12 lists · largest firstEvery Charity financial advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Charity financial advisors based in the United States1,320
- Charity financial advisors based in the United Kingdom536
- Charity financial advisors based in Australia225
- Charity financial advisors based in India139
- Charity financial advisors based in Canada115
- Charity financial advisors based in the Netherlands114
- Charity financial advisors based in South Africa81
- Charity financial advisors based in Germany57
- Charity financial advisors based in Brazil40
- Charity financial advisors based in New Zealand32
- Charity financial advisors based in Ireland28
Cities
Questions about this company list
What does Exact match mean for charity financial 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 charity financial advisors did RevenueBase find worldwide?
The saved snapshot records 3,410 matching company records, 26,476 tracked contacts and 10,959 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
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 charity financial advisors worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/charity-financial-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 charity financial advisors worldwide
RevenueBase records 3,410 matching company records for charity financial advisors worldwide, with 26,476 tracked contacts and 10,959 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 charity financial 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 | Partners Financial Services, A.Spartners.cz HQ: Praha 4 – Chodov, Czech RepublicReported employees: 1,001-5,000 | Praha 4 – Chodov, Czech Republic | 1,001-5,000 | Exact match | 1,890 contacts → |
“Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Chase DE Verechasedevere.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 613 contacts → |
“At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Buzzacottbuzzacott.co.uk HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 600 contacts → |
“Buzzacott is an accountancy and advisory firm with a long-standing history of supporting individuals, businesses, and not-for-profits.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Close Brothers Asset Managementclosebrothersam.com HQ: Liverpool Street, United KingdomReported employees: 501-1,000 | Liverpool Street, United Kingdom | 501-1,000 | Exact match | 381 contacts → |
“Expert investment management and financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | 49 Financial49financial.com HQ: Austin, CA, United StatesReported employees: 51-200 | Austin, CA, United States | 51-200 | Exact match | 334 contacts → |
“49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Gellergellerco.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 322 contacts → |
“Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Modern Wealth Managementmodwm.com HQ: Lenexa, KS, United StatesReported employees: 201-500 | Lenexa, KS, United States | 201-500 | Exact match | 318 contacts → |
“We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Consultconsultm.co.za HQ: Centurion, South AfricaReported employees: 201-500 | Centurion, South Africa | 201-500 | Exact match | 317 contacts → |
“Let's journey together.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | National Philanthropic Trustnptrust.org HQ: Jenkintown, PA, United StatesReported employees: 201-500 | Jenkintown, PA, United States | 201-500 | Exact match | 289 contacts → |
“National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Capincrousecapincrouse.com HQ: Indianapolis, CA, United StatesReported employees: 51-200 | Indianapolis, CA, United States | 51-200 | Exact match | 273 contacts → |
“As a national full-service accounting and advisory firm exclusively serving nonprofit organizations, CapinCrouse provides professional solutions to organizations whose outcomes…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Coastal Wealthmycoastalwealth.com HQ: Fort Lauderdale, FL, United StatesReported employees: 51-200 | Fort Lauderdale, FL, United States | 51-200 | Exact match | 257 contacts → |
“At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Beplan Finanční Plánování S.R.Obeplan.cz HQ: Praha 1, Czech RepublicReported employees: 201-500 | Praha 1, Czech Republic | 201-500 | Exact match | 248 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 | Shackletonshackletonadvisers.co.uk HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 235 contacts → |
“It’s time for a new approach to financial advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Ncheng LLPncheng.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 217 contacts → |
“As certified public accountants and expert financial advisors, we empower non-profits to achieve their mission.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | ALM Firstalmfirst.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 179 contacts → |
“ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Connect Business Solutionsconnecta.com.au HQ: Kyogle, AustraliaReported employees: 11-50 | Kyogle, Australia | 11-50 | Exact match | 150 contacts → |
“Connect Business Solutions is located in Northern NSW and incorporates Connect Accountants & Advisors, Connect Financial Planning Services, Connect Risk Solutions & Connect…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Lowes A Saltus Businesslowes.co.uk HQ: Jesmond, United KingdomReported employees: 51-200 | Jesmond, United Kingdom | 51-200 | Exact match | 146 contacts → |
“As one of the largest privately owned Independent Financial Advisers in the UK, we have been building successful long-term relationships with clients for 50 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Irish Pensions & Financeipf.ie HQ: Co. Meath, IrelandReported employees: 51-200 | Co. Meath, Ireland | 51-200 | Exact match | 139 contacts → |
“Irish Pensions & Finance are one of Ireland’s leading financial advisors to the public and private sectors, providing expert advice and a range of financial products to over…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | 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. | |||||
| 20 | Westminster Wealth Managementwestminster-wealth.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 127 contacts → |
“Westminster Wealth Management is a Chartered, independent financial advisory group, providing expert financial advice to a wide range of clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Ryecroft Glentonryecroftglenton.com HQ: Newcastle Upon Tyne, United KingdomReported employees: 51-200 | Newcastle Upon Tyne, United Kingdom | 51-200 | Exact match | 118 contacts → |
“WHAT WE CAN DO FOR YOU We can provide you with advice on every aspect of your financial affairs, whether personal, business or a mixture of both.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Cooper Associates Groupthecooperway.com HQ: Taunton, United KingdomReported employees: 51-200 | Taunton, United Kingdom | 51-200 | Exact match | 118 contacts → |
“Starting from the simple principle that every client should be treated as our only client, our foundations are based on trust, experience and outstanding service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Continuum Financial Services LLPmycontinuum.co.uk HQ: Plymouth, United KingdomReported employees: 51-200 | Plymouth, United Kingdom | 51-200 | Exact match | 117 contacts → |
“We are an award-winning National Independent Financial Advice firm that offers a modern financial advice service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Insight Financial Associatesinsightifa.com HQ: Norwich, United KingdomReported employees: 51-200 | Norwich, United Kingdom | 51-200 | Exact match | 117 contacts → |
“At Insight Financial Associates, everything we do is built around a simple belief: you should feel confident, informed and in control of your financial future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Immotheker Finothekerimmothekerfinotheker.be HQ: Leuven, BelgiumReported employees: 51-200 | Leuven, Belgium | 51-200 | Exact match | 117 contacts → |
“Elke dag is het onze missie om u optimaal te begeleiden bij uw financiële keuzes voor uw woonkrediet en uw geld.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Charity financial 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
3,378 records in the displayed employee bands.
32 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 3,410 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 ↗
Charity financial advisors by location
12 lists · largest firstEvery Charity financial advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Charity financial advisors based in the United States1,320
- Charity financial advisors based in the United Kingdom536
- Charity financial advisors based in Australia225
- Charity financial advisors based in India139
- Charity financial advisors based in Canada115
- Charity financial advisors based in the Netherlands114
- Charity financial advisors based in South Africa81
- Charity financial advisors based in Germany57
- Charity financial advisors based in Brazil40
- Charity financial advisors based in New Zealand32
- Charity financial advisors based in Ireland28
Cities
Questions about this company list
What does Exact match mean for charity financial 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 charity financial advisors did RevenueBase find worldwide?
The saved snapshot records 3,410 matching company records, 26,476 tracked contacts and 10,959 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
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Cite this list
RevenueBase Data Team. Top 25 charity financial advisors worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/charity-financial-advisors.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗