Company lists · Data refreshed October 2026

Top 25 Crypto wealth management firms worldwide

Name: Crypto wealth management firms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 11, 2026 6,756 companies tracked

RevenueBase identified 6,756 company matches for crypto wealth management firms worldwide as of October 2026 and tracks 108,004 professional contacts across them, including 35,321 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for crypto wealth management 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 October 11, 2026. Country and city lists for crypto wealth management 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 Oct 11, 2026 How this list was built

6,756Companies

108,004Contacts tracked

35,321Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest crypto wealth management firms worldwide

Ranked by team size

Top 25 of 6,756 company matches for crypto wealth management firms worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 11, 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	FNZ	Exact match	London, United KingdomHQ recorded Oct 11, 2026	5,001-10,000	5,207 contacts →
	Exact match “FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
2	Cibc Wood Gundy	Exact match	CanadaHQ recorded Oct 11, 2026	1,001-5,000	2,904 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
3	BMO Private Wealth	Exact match	Toronto, CanadaHQ recorded Oct 11, 2026	501-1,000	1,614 contacts →
	Exact match “Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
4	BNY Wealth	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	10001+	1,233 contacts →
	Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
5	Personal Capital	Exact match	Redwood City, CA, United StatesHQ recorded Oct 11, 2026	201-500	1,185 contacts →
	Exact match “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
6	PSG Wealth	Exact match	Waterfall, South AfricaHQ recorded Oct 11, 2026	501-1,000	1,171 contacts →
	Exact match “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
7	Galaxy	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	501-1,000	1,114 contacts →
	Exact match “Galaxy is a digital assets and AI infrastructure company, building and investing across the two forces reshaping the economy: finance moving onchain, and the compute that powers…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
8	Investcloud, INC	Exact match	West Hollywood, CA, United StatesHQ recorded Oct 11, 2026	1,001-5,000	999 contacts →
	Exact match “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
9	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	1,001-5,000	875 contacts →
	Exact match “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
10	Northern Trust Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	10001+	782 contacts →
	Exact match “Any successful wealth plan begins with a thorough discussion of your ambitions.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
11	Sasfin	Exact match	Johannesburg, South AfricaHQ recorded Oct 11, 2026	501-1,000	683 contacts →
	Exact match “Sasfin Wealth is now Otto1890 and we are investment specialists.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
12	Dezerv	Exact match	Mumbai, IndiaHQ recorded Oct 11, 2026	501-1,000	668 contacts →
	Exact match “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
13	NEXO	Exact match	Georgetown, Cayman IslandsHQ recorded Oct 11, 2026	501-1,000	662 contacts →
	Exact match “Partner of Audi Revolut F1 Team, Argentine Football Association, Australian Open and DP World Tour.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
14	Betanxt	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	501-1,000	655 contacts →
	Exact match “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
15	Centricity Wealthtech	Exact match	Gurgaon, IndiaHQ recorded Oct 11, 2026	501-1,000	643 contacts →
	Exact match “Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
16	Fairstone Group LTD	Exact match	Sunderland, United KingdomHQ recorded Oct 11, 2026	1,001-5,000	637 contacts →
	Exact match “Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
17	EP Wealth Advisors	Exact match	Torrance, CA, United StatesHQ recorded Oct 11, 2026	501-1,000	625 contacts →
	Exact match “EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
18	Moneta	Exact match	Clayton, MO, United StatesHQ recorded Oct 11, 2026	501-1,000	621 contacts →
	Exact match “Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
19	Lido Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 11, 2026	201-500	587 contacts →
	Exact match “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
20	Titan Wealth	Exact match	London, United KingdomHQ recorded Oct 11, 2026	1,001-5,000	586 contacts →
	Exact match “Titan Wealth is developing a whole new approach to providing wealth management solutions by acquiring and integrating the full range of wealth services.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
21	Farther	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	501-1,000	539 contacts →
	Exact match “Welcome to Intelligent Wealth.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
22	Benjamin F. Edwards	Exact match	St. Louis, MO, United StatesHQ recorded Oct 11, 2026	501-1,000	538 contacts →
	Exact match “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
23	Aham Asset Management Berhad	Exact match	Kuala Lumpur, MalaysiaHQ recorded Oct 11, 2026	201-500	521 contacts →
	Exact match “AHAM Asset Management Berhad (“AHAM Capital”) is an asset and wealth management firm and a subsidiary of Amova Asset Management, a global asset manager headquartered in Japan and…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
24	Amber Group	Exact match	Athens, SingaporeHQ recorded Oct 11, 2026	201-500	498 contacts →
	Exact match “Amber Group is a global leading digital asset company providing crypto financial services to both institutional and high-net-worth investors globally.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
25	Nuvama Group	Exact match	Mumbai, IndiaHQ recorded Oct 11, 2026	1,001-5,000	473 contacts →
	Exact match “Nuvama Group (formerly Edelweiss Wealth Management) is backed by the trust and reputation earned through over 25+ years in the Indian market and strengthened by a global…” Recorded in the RevenueBase company graph · Oct 11, 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 “crypto wealth management 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 6,756 crypto wealth management firms worldwide

See the full list, filter by size, metro and specialty, and access 35,321 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Crypto wealth management firms worldwide at a glance

As of Oct 11, 2026

32.7%Verified-email coverage

16.0Average contacts per company

1-10Median size (employees)

3.1%Largest-city concentration · London

Oct 11, 2026Page data refreshed

Companies by employee count

1-10

4,361

11-50

1,801

51-200

387

201-500

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 crypto wealth management firms are linked below.
What qualifies: Company records worldwide whose business descriptions match “crypto wealth management 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 35,321 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 October 11, 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.

Crypto wealth management firms by location

44 lists · largest first

Every Crypto wealth management 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 “crypto wealth management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many crypto wealth management firms are there worldwide?

RevenueBase identified 6,756 company matches for crypto wealth management firms worldwide as of October 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?

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

Which country has the most crypto wealth management firms?

The United States leads with 2,281 companies, followed by India (608) and the United Kingdom (360). Every crypto wealth management firms list by country and city is linked on this page.

Which city has the most crypto wealth management firms?

London leads with 210 company records, followed by New York (159) and Mumbai (124).

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 35,321 professional contacts with verified work emails tracked across these 6,756 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 October 11, 2026.

Ready to reach these companies? Verified emails and direct dials for all 6,756 crypto wealth management firms worldwide. Start with a free account, no credit card.

Download this list →

Related lists

Browse the directory

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.