Company lists · Data refreshed September 2026

Top 25 Digital portfolio advisors worldwide

Name: Digital portfolio advisors worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 12,599 companies tracked

RevenueBase identified 12,599 company matches for digital portfolio advisors worldwide as of September 2026 and tracks 142,740 professional contacts across them, including 48,721 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for digital portfolio 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 September 19, 2026. Country and city lists for digital portfolio 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.

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

12,599Companies

142,740Contacts tracked

48,721Verified emails

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The 25 largest digital portfolio advisors worldwide

Ranked by team size

Top 25 of 12,599 company matches for digital portfolio advisors 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	J.P. Morgan Asset Management	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	10001+	4,819 contacts →
	Exact match “At J.P.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	UFF	Exact match	Bois-colombes, FranceHQ recorded Sep 19, 2026	501-1,000	2,390 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Vontobel	Exact match	Zürich, SwitzerlandHQ recorded Sep 19, 2026	1,001-5,000	2,067 contacts →
	Exact match “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Rockefeller Capital Management	Exact match	New York, DE, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,663 contacts →
	Exact match “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Wealth Enhancement	Exact match	Plymouth, MN, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,516 contacts →
	Exact match “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,482 contacts →
	Exact match “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Waddell & Reed	Exact match	Shawnee Mission, KS, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,112 contacts →
	Exact match “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Galaxy	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	501-1,000	1,034 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 · Sep 19, 2026 · View company records in RevenueBase
10	Investcloud, INC	Exact match	West Hollywood, CA, United StatesHQ recorded Sep 19, 2026	1,001-5,000	992 contacts →
	Exact match “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	1,001-5,000	837 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 · Sep 19, 2026 · View company records in RevenueBase
12	PL Capital Group Prabhudas Lilladher	Exact match	Mumbai, IndiaHQ recorded Sep 19, 2026	501-1,000	812 contacts →
	Exact match “PL Capital: Powering India's Financial Growth Since 1944 PL Capital Group - Prabhudas Lilladher is one of India's most trusted financial services providers and has been recognised…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	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
14	IGM Financial INC	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 19, 2026	5,001-10,000	623 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Craigs Investment Partners	Exact match	Tauranga, New ZealandHQ recorded Sep 19, 2026	501-1,000	607 contacts →
	Exact match “We are one of New Zealand’s leading investment advisory firms.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	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
17	Dezerv	Exact match	Mumbai, IndiaHQ recorded Sep 19, 2026	501-1,000	589 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 · 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	EP Wealth Advisors	Exact match	Torrance, CA, United StatesHQ recorded Sep 19, 2026	501-1,000	573 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 · Sep 19, 2026 · View company records in RevenueBase
20	Savant Wealth Management	Exact match	Rockford, IL, United StatesHQ recorded Sep 19, 2026	501-1,000	565 contacts →
	Exact match “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	IPP Financial Advisers	Exact match	SingaporeHQ recorded Sep 19, 2026	201-500	540 contacts →
	Exact match “IPP Financial Advisers Pte Ltd is Singapore’s most complete licensed financial adviser.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Monte Bravo	Exact match	Sao Paulo, BrazilHQ recorded Sep 19, 2026	501-1,000	530 contacts →
	Exact match “Na Monte Bravo, nosso propósito é claro: construir um mercado de assessoria financeria melhor para fazer a diferença na vida das pessoas através do mercado financeiro.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Benjamin F. Edwards	Exact match	St. Louis, MO, United StatesHQ recorded Sep 19, 2026	501-1,000	520 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 · Sep 19, 2026 · View company records in RevenueBase
24	MAI Capital Management	Exact match	Cleveland, OH, United StatesHQ recorded Sep 19, 2026	501-1,000	520 contacts →
	Exact match “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Connor, Clark & Lunn Financial Group Cc&l	Exact match	Toronto, ON, CanadaHQ recorded Sep 19, 2026	501-1,000	499 contacts →
	Exact match “At Connor, Clark & Lunn Financial Group, we understand the value of opportunity for both our clients and our team.” 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 “digital portfolio 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 12,599 digital portfolio advisors worldwide

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Digital portfolio advisors worldwide at a glance

As of Sep 19, 2026

34.1%Verified-email coverage

11.3Average contacts per company

1-10Median size (employees)

2.0%Largest-city concentration · London

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

8,722

11-50

2,954

51-200

594

201-500

156

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 digital portfolio advisors are linked below.
What qualifies: Company records worldwide whose business descriptions match “digital portfolio 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 48,721 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.

Digital portfolio advisors by location

60 lists · largest first

Every Digital portfolio advisors 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 “digital portfolio advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many digital portfolio advisors are there worldwide?

RevenueBase identified 12,599 company matches for digital portfolio advisors 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?

J.P. Morgan Asset Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most digital portfolio advisors?

The United States leads with 5,568 companies, followed by India (993) and the United Kingdom (663). Every digital portfolio advisors list by country and city is linked on this page.

Which city has the most digital portfolio advisors?

London leads with 257 company records, followed by New York (201) and Mumbai (152).

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 48,721 professional contacts with verified work emails tracked across these 12,599 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.