Company lists · Data refreshed September 2026

Top 25 Corporate financial planning firms worldwide

Name: Corporate financial planning firms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 23,034 companies tracked

RevenueBase identified 23,034 corporate financial planning firms worldwide as of September 2026 and tracks 210,776 professional contacts across them, including 62,416 with verified work emails. The United States is the largest market and London the largest hub.

This list covers corporate financial planning firms 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 19, 2026. Country and city lists for corporate financial planning firms 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

23,034Companies

210,776Contacts tracked

62,416Verified emails

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The 25 largest corporate financial planning firms worldwide

Ranked by team size

Top 25 of 23,034 corporate financial planning firms worldwide, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to corporate financial planning firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Sanlam	Indirect evidence	Polokwane, United StatesHQ checked Sep 19, 2026	10001+	14,682 contacts →
	Indirect evidence “We’ve finally given a name to that special something a person exudes when they have a plan for their finances.” Source: RevenueBase Database · checked Sep 19, 2026
2	Profuturo	Indirect evidence	MexicoHQ checked Sep 19, 2026	1,001-5,000	8,710 contacts →
	Indirect evidence “Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.” Source: RevenueBase Database · checked Sep 19, 2026
3	IG Wealth Management	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 19, 2026	5,001-10,000	6,589 contacts →
	Partial evidence “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Source: RevenueBase Database · checked Sep 19, 2026
4	KROLL	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	5,001-10,000	6,287 contacts →
	Partial evidence “As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex…” Source: RevenueBase Database · checked Sep 19, 2026
5	Equitable Advisors	Partial evidence	United StatesHQ checked Sep 19, 2026	5,001-10,000	4,468 contacts →
	Partial evidence “At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Source: RevenueBase Database · checked Sep 19, 2026
6	Inbursa Grupo Financiero, S.A. DE C.V	Partial evidence	León, MexicoHQ checked Sep 19, 2026	10001+	3,906 contacts →
	Partial evidence “En Grupo Financiero Inbursa estamos comprometidos con México, somos un Grupo Financiero que integra el mejor capital humano para cuidar y hacer crecer de la manera más eficaz el…” Source: RevenueBase Database · checked Sep 19, 2026
7	MLP	Partial evidence	Wiesloch, GermanyHQ checked Sep 19, 2026	1,001-5,000	2,058 contacts →
	Partial evidence “MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Source: RevenueBase Database · checked Sep 19, 2026
8	Partners Financial Services, A.S	Partial evidence	Praha 4 – Chodov, Czech RepublicHQ checked Sep 19, 2026	1,001-5,000	1,775 contacts →
	Partial evidence “Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Source: RevenueBase Database · checked Sep 19, 2026
9	Truist Wealth	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,661 contacts →
	Indirect evidence “Building wealth.” Source: RevenueBase Database · checked Sep 19, 2026
10	Goldman Sachs Ayco	Strong evidence	Cohoes, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,452 contacts →
	Strong evidence “Goldman Sachs Ayco is an industry leader of company-sponsored financial planning benefits with corporate partnerships at ~500 companies, including over 50% of the Fortune 100.” Source: RevenueBase Database · checked Sep 19, 2026
11	Mercer Advisors	Partial evidence	Denver, CO, United StatesHQ checked Sep 19, 2026	501-1,000	1,434 contacts →
	Partial evidence “Are you looking to amplify and simplify your financial life?” Source: RevenueBase Database · checked Sep 19, 2026
12	VZ Vermögenszentrum	Partial evidence	Zürich, SwitzerlandHQ checked Sep 19, 2026	1,001-5,000	948 contacts →
	Partial evidence “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: RevenueBase Database · checked Sep 19, 2026
13	TAX & Financial Group	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 19, 2026	n/a	810 contacts →
	Partial evidence “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Source: RevenueBase Database · checked Sep 19, 2026
14	Hilltop Securities INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	501-1,000	785 contacts →
	Partial evidence “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Source: RevenueBase Database · checked Sep 19, 2026
15	OVB Vermögensberatung AG	Indirect evidence	Köln, GermanyHQ checked Sep 19, 2026	1,001-5,000	708 contacts →
	Indirect evidence “Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Source: RevenueBase Database · checked Sep 19, 2026
16	Succession Wealth	Indirect evidence	Birmingham, United KingdomHQ checked Sep 19, 2026	501-1,000	689 contacts →
	Indirect evidence “We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.” Source: RevenueBase Database · checked Sep 19, 2026
17	Blue3 Investimentos	Indirect evidence	Ribeirão Preto, BrazilHQ checked Sep 19, 2026	501-1,000	591 contacts →
	Indirect evidence “Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Source: RevenueBase Database · checked Sep 19, 2026
18	Chase DE Vere	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	201-500	589 contacts →
	Indirect evidence “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Source: RevenueBase Database · checked Sep 19, 2026
19	Horbach Wirtschaftsberatung	Indirect evidence	Hannover, GermanyHQ checked Sep 19, 2026	501-1,000	560 contacts →
	Indirect evidence “HORBACH ist seit 1983 eine der Top-Adressen für ganzheitliche Finanzplanung, spezialisiert auf Akademiker und anspruchsvolle Privatkunden.” Source: RevenueBase Database · checked Sep 19, 2026
20	Swiss Life Select Deutschland	Indirect evidence	Hannover, GermanyHQ checked Sep 19, 2026	5,001-10,000	544 contacts →
	Indirect evidence “Das sind wir Swiss Life Select ist eines der größten deutschen Finanzberatungsunternehmen und Teil der Swiss Life-Gruppe, eines europaweit marktführenden Anbieters von…” Source: RevenueBase Database · checked Sep 19, 2026
21	Rogers Capital	Indirect evidence	Rogers House, MauritiusHQ checked Sep 19, 2026	501-1,000	510 contacts →
	Indirect evidence “We help our clients beat the odds by devising and implementing ingenious solutions to help them navigate through an evolving market place.” Source: RevenueBase Database · checked Sep 19, 2026
22	Baystate Financial	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	501-1,000	506 contacts →
	Partial evidence “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Source: RevenueBase Database · checked Sep 19, 2026
23	Florida Financial Advisors	Strong evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	51-200	487 contacts →
	Strong evidence “Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm dedicated to building lasting relationships with clients while providing…” Source: RevenueBase Database · checked Sep 19, 2026
24	Financial Alliance PTE LTD	Partial evidence	SingaporeHQ checked Sep 19, 2026	201-500	453 contacts →
	Partial evidence “Driven by values and powered by people, Financial Alliance is Singapore's leading and award-winning Financial Advisory Firm.” Source: RevenueBase Database · checked Sep 19, 2026
25	Davenport & Company LLC	Partial evidence	Richmond, VA, United StatesHQ checked Sep 19, 2026	501-1,000	446 contacts →
	Partial evidence “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Source: RevenueBase Database · checked Sep 19, 2026

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: corporate financial planning firms. 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 corporate financial planning firms.
Partial evidence: Its own public description names part of corporate financial planning firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name corporate financial planning firms. 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 23,034 corporate financial planning firms worldwide

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Corporate financial planning firms worldwide at a glance

As of Sep 19, 2026

29.6%Verified-email coverage

9.2Average contacts per company

1-10Median size (employees)

1.4%Largest-city concentration · London

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

17,077

11-50

4,728

51-200

822

201-500

193

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among corporate financial planning firms, 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: Every country. Country and city lists for corporate financial planning firms are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “corporate financial planning firms”. 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 corporate financial planning firms), 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 corporate financial planning firms, 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, 62,416 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 19, 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.

Corporate financial planning firms by location

111 lists · largest first

Every Corporate financial planning firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase 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 corporate financial planning firms, 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 corporate financial planning firms are there worldwide?

RevenueBase identified 23,034 corporate financial planning firms 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?

Sanlam, headquartered in Polokwane, tops this list with the largest team on record.

Which country has the most corporate financial planning firms?

The United States leads with 8,813 companies, followed by the United Kingdom (1,825) and India (1,627). Every corporate financial planning firms list by country and city is linked on this page.

Which city has the most corporate financial planning firms?

London leads with 333 headquartered companies, followed by Sao Paulo (239) and Mumbai (232).

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 62,416 verified decision-maker contacts tracked across these 23,034 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 19, 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.