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 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 digital portfolio advisors 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 digital portfolio advisors 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

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 digital portfolio advisors worldwide, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to digital portfolio advisors: 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	J.P. Morgan Asset Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	10001+	4,819 contacts →
	Indirect evidence “At J.P.” Source: RevenueBase Database · checked Sep 19, 2026
2	UFF	Indirect evidence	Bois-colombes, FranceHQ checked Sep 19, 2026	501-1,000	2,390 contacts →
	Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 19, 2026
3	Vontobel	Partial evidence	Zürich, SwitzerlandHQ checked Sep 19, 2026	1,001-5,000	2,067 contacts →
	Partial evidence “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Source: RevenueBase Database · checked Sep 19, 2026
4	Mariner	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,828 contacts →
	Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 19, 2026
5	Rockefeller Capital Management	Indirect evidence	New York, DE, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,663 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
6	Wealth Enhancement	Partial evidence	Plymouth, MN, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,516 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
7	Edelman Financial Engines	Indirect evidence	Santa Clara, CA, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,482 contacts →
	Indirect evidence “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Source: RevenueBase Database · checked Sep 19, 2026
8	Waddell & Reed	Indirect evidence	Shawnee Mission, KS, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,112 contacts →
	Indirect evidence “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Source: RevenueBase Database · checked Sep 19, 2026
9	Galaxy	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	501-1,000	1,034 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
10	Investcloud, INC	Indirect evidence	West Hollywood, CA, United StatesHQ checked Sep 19, 2026	1,001-5,000	992 contacts →
	Indirect evidence “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Source: RevenueBase Database · checked Sep 19, 2026
11	Bernstein Private Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	837 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
12	PL Capital Group Prabhudas Lilladher	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	501-1,000	812 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
13	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
14	IGM Financial INC	Indirect evidence	Winnipeg, MB, CanadaHQ checked Sep 19, 2026	5,001-10,000	623 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
15	Craigs Investment Partners	Partial evidence	Tauranga, New ZealandHQ checked Sep 19, 2026	501-1,000	607 contacts →
	Partial evidence “We are one of New Zealand’s leading investment advisory firms.” Source: RevenueBase Database · checked Sep 19, 2026
16	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
17	Dezerv	Indirect evidence	Mumbai, IndiaHQ checked Sep 19, 2026	501-1,000	589 contacts →
	Indirect evidence “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” 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	EP Wealth Advisors	Partial evidence	Torrance, CA, United StatesHQ checked Sep 19, 2026	501-1,000	573 contacts →
	Partial evidence “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).” Source: RevenueBase Database · checked Sep 19, 2026
20	Savant Wealth Management	Indirect evidence	Rockford, IL, United StatesHQ checked Sep 19, 2026	501-1,000	565 contacts →
	Indirect evidence “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Source: RevenueBase Database · checked Sep 19, 2026
21	IPP Financial Advisers	Indirect evidence	SingaporeHQ checked Sep 19, 2026	201-500	540 contacts →
	Indirect evidence “IPP Financial Advisers Pte Ltd is Singapore’s most complete licensed financial adviser.” Source: RevenueBase Database · checked Sep 19, 2026
22	Monte Bravo	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 19, 2026	501-1,000	530 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
23	Benjamin F. Edwards	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 19, 2026	501-1,000	520 contacts →
	Indirect evidence “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Source: RevenueBase Database · checked Sep 19, 2026
24	MAI Capital Management	Indirect evidence	Cleveland, OH, United StatesHQ checked Sep 19, 2026	501-1,000	520 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
25	Connor, Clark & Lunn Financial Group Cc&l	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 19, 2026	501-1,000	499 contacts →
	Indirect evidence “At Connor, Clark & Lunn Financial Group, we understand the value of opportunity for both our clients and our team.” 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: digital portfolio advisors. 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 digital portfolio advisors.
Partial evidence: Its own public description names part of digital portfolio advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name digital portfolio advisors. 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 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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among digital portfolio advisors, 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 digital portfolio advisors are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “digital portfolio advisors”. 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 digital portfolio advisors), 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 digital portfolio advisors, 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, 48,721 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.

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 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 digital portfolio advisors, 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 digital portfolio advisors are there worldwide?

RevenueBase identified 12,599 digital portfolio advisors 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?

J.P. Morgan Asset Management, headquartered in New York, tops this list with the largest team on record.

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 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 48,721 verified decision-maker contacts tracked across these 12,599 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.