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 company matches for 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 company matches for corporate financial planning firms worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 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 SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

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 company matches for corporate financial planning firms worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Sanlam	Exact match	Polokwane, United StatesHQ recorded Sep 19, 2026	10001+	14,682 contacts →
	Exact match “We’ve finally given a name to that special something a person exudes when they have a plan for their finances.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Profuturo	Exact match	MexicoHQ recorded Sep 19, 2026	1,001-5,000	8,710 contacts →
	Exact match “Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 19, 2026	5,001-10,000	6,589 contacts →
	Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	KROLL	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	5,001-10,000	6,287 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Equitable Advisors	Exact match	United StatesHQ recorded Sep 19, 2026	5,001-10,000	4,468 contacts →
	Exact match “At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Inbursa Grupo Financiero, S.A. DE C.V	Exact match	León, MexicoHQ recorded Sep 19, 2026	10001+	3,906 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	MLP	Exact match	Wiesloch, GermanyHQ recorded Sep 19, 2026	1,001-5,000	2,058 contacts →
	Exact match “MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Partners Financial Services, A.S	Exact match	Praha 4 – Chodov, Czech RepublicHQ recorded Sep 19, 2026	1,001-5,000	1,775 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 · Sep 19, 2026 · View company records in RevenueBase
9	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,661 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Goldman Sachs Ayco	Exact match	Cohoes, NY, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,452 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Sep 19, 2026	501-1,000	1,434 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	VZ Vermögenszentrum	Exact match	Zürich, SwitzerlandHQ recorded Sep 19, 2026	1,001-5,000	948 contacts →
	Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	TAX & Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 19, 2026	n/a	810 contacts →
	Exact match “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Hilltop Securities INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 19, 2026	501-1,000	785 contacts →
	Exact match “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	OVB Vermögensberatung AG	Exact match	Köln, GermanyHQ recorded Sep 19, 2026	1,001-5,000	708 contacts →
	Exact match “Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Succession Wealth	Exact match	Birmingham, United KingdomHQ recorded Sep 19, 2026	501-1,000	689 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Blue3 Investimentos	Exact match	Ribeirão Preto, BrazilHQ recorded Sep 19, 2026	501-1,000	591 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Chase DE Vere	Exact match	London, United KingdomHQ recorded Sep 19, 2026	201-500	589 contacts →
	Exact match “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Horbach Wirtschaftsberatung	Exact match	Hannover, GermanyHQ recorded Sep 19, 2026	501-1,000	560 contacts →
	Exact match “HORBACH ist seit 1983 eine der Top-Adressen für ganzheitliche Finanzplanung, spezialisiert auf Akademiker und anspruchsvolle Privatkunden.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Swiss Life Select Deutschland	Exact match	Hannover, GermanyHQ recorded Sep 19, 2026	5,001-10,000	544 contacts →
	Exact match “Das sind wir Swiss Life Select ist eines der größten deutschen Finanzberatungsunternehmen und Teil der Swiss Life-Gruppe, eines europaweit marktführenden Anbieters von…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Rogers Capital	Exact match	Rogers House, MauritiusHQ recorded Sep 19, 2026	501-1,000	510 contacts →
	Exact match “We help our clients beat the odds by devising and implementing ingenious solutions to help them navigate through an evolving market place.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Baystate Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 19, 2026	501-1,000	506 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Florida Financial Advisors	Exact match	Tampa, FL, United StatesHQ recorded Sep 19, 2026	51-200	487 contacts →
	Exact match “Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm dedicated to building lasting relationships with clients while providing…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Financial Alliance PTE LTD	Exact match	SingaporeHQ recorded Sep 19, 2026	201-500	453 contacts →
	Exact match “Driven by values and powered by people, Financial Alliance is Singapore's leading and award-winning Financial Advisory Firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Davenport & Company LLC	Exact match	Richmond, VA, United StatesHQ recorded Sep 19, 2026	501-1,000	446 contacts →
	Exact match “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Recorded in the RevenueBase company graph · Sep 19, 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 “corporate financial planning firms”. 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 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

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 corporate financial planning firms are linked below.
What qualifies: Company records worldwide whose business descriptions match “corporate financial planning firms” 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 62,416 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 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.

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 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 “corporate financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many corporate financial planning firms are there worldwide?

RevenueBase identified 23,034 company matches for corporate financial planning firms worldwide as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

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

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 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 62,416 professional contacts with verified work emails tracked across these 23,034 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 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 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.