Company lists · Data refreshed September 2026
Top 25 Direct indexing companies worldwide
RevenueBase identified 6,787 company matches for direct indexing companies worldwide as of September 2026 and tracks 235,140 professional contacts across them, including 88,289 with verified work emails. The United States is the largest market and New York the largest hub.
This list covers company matches for direct indexing companies 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 direct indexing companies 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.
The 25 largest direct indexing companies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 31,927 contacts → | ||||
Exact match “Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 24,672 contacts → | ||||
Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 13,910 contacts → | ||||
Exact match “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 13,475 contacts → | ||||
Exact match “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 6,610 contacts → | ||||
Exact match “Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 5,438 contacts → | ||||
Exact match “Founded in 1995, Mirae Asset Sharekhan was one of the first brokers to introduce online trading in India.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 5,152 contacts → | ||||
Exact match “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 4,862 contacts → | ||||
Exact match “AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 4,819 contacts → | ||||
Exact match “At J.P.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 3,874 contacts → | ||||
Exact match “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 3,000 contacts → | ||||
Exact match “At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 2,623 contacts → | ||||
Exact match “Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 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 | |||||
| 14 | 1,862 contacts → | ||||
Exact match “At Fidelity Canada, we’ve been committed to helping Canadian investors build better financial futures for over 35 years.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 1,772 contacts → | ||||
Exact match “Somos Balanz.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 1,571 contacts → | ||||
Exact match “With 134 years of global expertise and over 25 years of experience in the Indian asset management space, Nippon India Mutual Fund is one of the largest asset managers in India.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 1,069 contacts → | ||||
Exact match “For Every Life, For Every Future.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 1,010 contacts → | ||||
Exact match “For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 957 contacts → | ||||
Exact match “First Trust Portfolios L.P.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 878 contacts → | ||||
Exact match “Mofid Securities is Iran’s largest full-service stock brokerage firm & leading private investment advisory which has been ranked first by the SEO since 2007.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 831 contacts → | ||||
Exact match “mastertrust Group is one of the leading financial services company in India.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 816 contacts → | ||||
Exact match “Connect and Converse with likeminded people, Contribute and share your thoughts.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 780 contacts → | ||||
Exact match “For nearly 50 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 683 contacts → | ||||
Exact match “Founded in 1959, OppenheimerFunds was an asset management firm serving financial advisors, individual investors and institutions, which specialized in equity, fixed income…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 669 contacts → | ||||
Exact match “Parametric partners with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients.” 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 “direct indexing companies”. 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 6,787 direct indexing companies worldwide
See the full list, filter by size, metro and specialty, and access 88,289 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Direct indexing companies worldwide at a glance
As of Sep 19, 2026Companies by employee count
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 direct indexing companies are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “direct indexing companies” 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 88,289 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.
Direct indexing companies by location
35 lists · largest firstEvery Direct indexing companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Direct indexing companies based in the United States3,550
- Direct indexing companies based in India704
- Direct indexing companies based in Brazil260
- Direct indexing companies based in the United Kingdom230
- Direct indexing companies based in Canada212
- Direct indexing companies based in Australia121
- Direct indexing companies based in South Africa72
- Direct indexing companies based in Germany69
- Direct indexing companies based in France50
- Direct indexing companies based in Switzerland45
- Direct indexing companies based in the United Arab Emirates41
- Direct indexing companies based in Argentina37
- Direct indexing companies based in Mexico35
- Direct indexing companies based in Spain35
- Direct indexing companies based in the Netherlands30
Cities
- Direct indexing companies based in New York, United States136
- Direct indexing companies based in Mumbai, India106
- Direct indexing companies based in Chicago, United States62
- Direct indexing companies based in Boston, United States54
- Direct indexing companies based in Dallas, United States49
- Direct indexing companies based in San Francisco, United States49
- Direct indexing companies based in Pune, India48
- Direct indexing companies based in Bangalore, India47
- Direct indexing companies based in Houston, United States44
- Direct indexing companies based in Atlanta, United States38
- Direct indexing companies based in Charlotte, United States34
- Direct indexing companies based in San Diego, United States34
- Direct indexing companies based in Austin, United States33
- Direct indexing companies based in Portland, United States32
- Direct indexing companies based in Denver, United States30
- Direct indexing companies based in Miami, United States30
- Direct indexing companies based in Los Angeles, United States28
- Direct indexing companies based in Scottsdale, United States27
- Direct indexing companies based in Newport Beach, United States26
- Direct indexing companies based in Seattle, United States26
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 “direct indexing companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many direct indexing companies are there worldwide?
RevenueBase identified 6,787 company matches for direct indexing companies 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?
Charles Schwab tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most direct indexing companies?
The United States leads with 3,550 companies, followed by India (704) and Brazil (260). Every direct indexing companies list by country and city is linked on this page.
Which city has the most direct indexing companies?
New York leads with 136 company records, followed by London (119) and Mumbai (106).
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 88,289 professional contacts with verified work emails tracked across these 6,787 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.
Ready to reach these companies? Verified emails and direct dials for all 6,787 direct indexing companies worldwide. Start with a free account, no credit card.
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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.
More company lists
Company intelligence · public preview
Top 25 direct indexing companies worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 6,787 matching company records for direct indexing companies worldwide, with 235,140 tracked contacts and 88,289 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 direct indexing companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Charles Schwababoutschwab.comHQ: Westlake, TX, United StatesReported employees: 10001+ | Westlake, TX, United States | 10001+ | Exact match | 31,927 contacts → |
“Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Vanguardvanguard.comHQ: Valley Forge, PA, United StatesReported employees: 10001+ | Valley Forge, PA, United States | 10001+ | Exact match | 24,672 contacts → |
“We are a community of 50 million who think-and feel-differently about investing.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Wells Fargo Advisorswellsfargoadvisors.comHQ: St. Louis, MO, United StatesReported employees: 10001+ | St. Louis, MO, United States | 10001+ | Exact match | 13,910 contacts → |
“With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  LPL Financiallpl.comHQ: San Diego, CA, United StatesReported employees: 5,001-10,000 | San Diego, CA, United States | 5,001-10,000 | Exact match | 13,475 contacts → |
“LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Kotak Securitieskotaksecurities.com HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 6,610 contacts → |
“Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Mirae Asset Sharekhansharekhan.comHQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 5,438 contacts → |
“Founded in 1995, Mirae Asset Sharekhan was one of the first brokers to introduce online trading in India.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Fisher Investmentsfisherinvestments.comHQ: Plano, TX, United StatesReported employees: 5,001-10,000 | Plano, TX, United States | 5,001-10,000 | Exact match | 5,152 contacts → |
“Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Alliancebernsteinalliancebernstein.comHQ: Nashville, TN, United StatesReported employees: 1,001-5,000 | Nashville, TN, United States | 1,001-5,000 | Exact match | 4,862 contacts → |
“AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  J.P. Morgan Asset Managementam.jpmorgan.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 4,819 contacts → |
“At J.P.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  TD Ameritradetdameritrade.comHQ: Omaha, NE, United StatesReported employees: 5,001-10,000 | Omaha, NE, United States | 5,001-10,000 | Exact match | 3,874 contacts → |
“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Janus Henderson Investorsjanushenderson.comHQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 3,000 contacts → |
“At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Neuberger Bermannb.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 2,623 contacts → |
“Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Vontobelvontobel.comHQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 2,067 contacts → |
“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Fidelity Canadafidelity.caHQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 1,862 contacts → |
“At Fidelity Canada, we’ve been committed to helping Canadian investors build better financial futures for over 35 years.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Balanz Capitalbalanz.comHQ: Caba, IndiaReported employees: 501-1,000 | Caba, India | 501-1,000 | Exact match | 1,772 contacts → |
“Somos Balanz.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Nippon India Mutual Fundmf.nipponindiaim.comHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 1,571 contacts → |
“With 134 years of global expertise and over 25 years of experience in the Indian asset management space, Nippon India Mutual Fund is one of the largest asset managers in India.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Eastspring Investmentseastspring.comHQ: SingaporeReported employees: 1,001-5,000 | Singapore | 1,001-5,000 | Exact match | 1,069 contacts → |
“For Every Life, For Every Future.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Loomis, Sayles & Companyloomissayles.comHQ: Boston, MA, United StatesReported employees: 501-1,000 | Boston, MA, United States | 501-1,000 | Exact match | 1,010 contacts → |
“For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  First Trustftportfolios.comHQ: Wheaton, IL, United StatesReported employees: 1,001-5,000 | Wheaton, IL, United States | 1,001-5,000 | Exact match | 957 contacts → |
“First Trust Portfolios L.P.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Mofid Securitiesemofid.comHQ: Tehran, IranReported employees: 1,001-5,000 | Tehran, Iran | 1,001-5,000 | Exact match | 878 contacts → |
“Mofid Securities is Iran’s largest full-service stock brokerage firm & leading private investment advisory which has been ranked first by the SEO since 2007.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Mastertrustmastertrust.co.inHQ: New Delhi, IndiaReported employees: 501-1,000 | New Delhi, India | 501-1,000 | Exact match | 831 contacts → |
“mastertrust Group is one of the leading financial services company in India.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Emkay Global Financial Services LTDemkayglobal.comHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 816 contacts → |
“Connect and Converse with likeminded people, Contribute and share your thoughts.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  GMOgmo.comHQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 780 contacts → |
“For nearly 50 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Oppenheimerfundsinvesco.comHQ: Atlanta, GA, United StatesReported employees: 5,001-10,000 | Atlanta, GA, United States | 5,001-10,000 | Exact match | 683 contacts → |
“Founded in 1959, OppenheimerFunds was an asset management firm serving financial advisors, individual investors and institutions, which specialized in equity, fixed income…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Parametricparametricportfolio.com HQ: Seattle, WA, United StatesReported employees: 501-1,000 | Seattle, WA, United States | 501-1,000 | Exact match | 669 contacts → |
“Parametric partners with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 6,787 company matches
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Direct indexing companies: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
6,765 records in the displayed employee bands.
22 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 6,787 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Direct indexing companies by location
35 lists · largest firstEvery Direct indexing companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Direct indexing companies based in the United States3,550
- Direct indexing companies based in India704
- Direct indexing companies based in Brazil260
- Direct indexing companies based in the United Kingdom230
- Direct indexing companies based in Canada212
- Direct indexing companies based in Australia121
- Direct indexing companies based in South Africa72
- Direct indexing companies based in Germany69
- Direct indexing companies based in France50
- Direct indexing companies based in Switzerland45
- Direct indexing companies based in the United Arab Emirates41
- Direct indexing companies based in Argentina37
- Direct indexing companies based in Mexico35
- Direct indexing companies based in Spain35
- Direct indexing companies based in the Netherlands30
Cities
- Direct indexing companies based in New York, United States136
- Direct indexing companies based in Mumbai, India106
- Direct indexing companies based in Chicago, United States62
- Direct indexing companies based in Boston, United States54
- Direct indexing companies based in Dallas, United States49
- Direct indexing companies based in San Francisco, United States49
- Direct indexing companies based in Pune, India48
- Direct indexing companies based in Bangalore, India47
- Direct indexing companies based in Houston, United States44
- Direct indexing companies based in Atlanta, United States38
- Direct indexing companies based in Charlotte, United States34
- Direct indexing companies based in San Diego, United States34
- Direct indexing companies based in Austin, United States33
- Direct indexing companies based in Portland, United States32
- Direct indexing companies based in Denver, United States30
- Direct indexing companies based in Miami, United States30
- Direct indexing companies based in Los Angeles, United States28
- Direct indexing companies based in Scottsdale, United States27
- Direct indexing companies based in Newport Beach, United States26
- Direct indexing companies based in Seattle, United States26
Questions about this company list
What does Exact match mean for direct indexing companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many direct indexing companies did RevenueBase find worldwide?
The saved snapshot records 6,787 matching company records, 235,140 tracked contacts and 88,289 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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RevenueBase Data Team. Top 25 direct indexing companies worldwide. Snapshot: September 19, 2026. https://revenuebase.ai/companies/browse/direct-indexing-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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Top 25 direct indexing companies worldwide
RevenueBase records 6,787 matching company records for direct indexing companies worldwide, with 235,140 tracked contacts and 88,289 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 direct indexing companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Charles Schwababoutschwab.com HQ: Westlake, TX, United StatesReported employees: 10001+ | Westlake, TX, United States | 10001+ | Exact match | 31,927 contacts → |
“Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Vanguardvanguard.com HQ: Valley Forge, PA, United StatesReported employees: 10001+ | Valley Forge, PA, United States | 10001+ | Exact match | 24,672 contacts → |
“We are a community of 50 million who think-and feel-differently about investing.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Wells Fargo Advisorswellsfargoadvisors.com HQ: St. Louis, MO, United StatesReported employees: 10001+ | St. Louis, MO, United States | 10001+ | Exact match | 13,910 contacts → |
“With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | LPL Financiallpl.com HQ: San Diego, CA, United StatesReported employees: 5,001-10,000 | San Diego, CA, United States | 5,001-10,000 | Exact match | 13,475 contacts → |
“LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Kotak Securitieskotaksecurities.com HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 6,610 contacts → |
“Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Mirae Asset Sharekhansharekhan.com HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 5,438 contacts → |
“Founded in 1995, Mirae Asset Sharekhan was one of the first brokers to introduce online trading in India.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Fisher Investmentsfisherinvestments.com HQ: Plano, TX, United StatesReported employees: 5,001-10,000 | Plano, TX, United States | 5,001-10,000 | Exact match | 5,152 contacts → |
“Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Alliancebernsteinalliancebernstein.com HQ: Nashville, TN, United StatesReported employees: 1,001-5,000 | Nashville, TN, United States | 1,001-5,000 | Exact match | 4,862 contacts → |
“AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | J.P. Morgan Asset Managementam.jpmorgan.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 4,819 contacts → |
“At J.P.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | TD Ameritradetdameritrade.com HQ: Omaha, NE, United StatesReported employees: 5,001-10,000 | Omaha, NE, United States | 5,001-10,000 | Exact match | 3,874 contacts → |
“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Janus Henderson Investorsjanushenderson.com HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 3,000 contacts → |
“At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Neuberger Bermannb.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 2,623 contacts → |
“Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Vontobelvontobel.com HQ: Zürich, SwitzerlandReported employees: 1,001-5,000 | Zürich, Switzerland | 1,001-5,000 | Exact match | 2,067 contacts → |
“Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Fidelity Canadafidelity.ca HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 1,862 contacts → |
“At Fidelity Canada, we’ve been committed to helping Canadian investors build better financial futures for over 35 years.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Balanz Capitalbalanz.com HQ: Caba, IndiaReported employees: 501-1,000 | Caba, India | 501-1,000 | Exact match | 1,772 contacts → |
“Somos Balanz.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Nippon India Mutual Fundmf.nipponindiaim.com HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 1,571 contacts → |
“With 134 years of global expertise and over 25 years of experience in the Indian asset management space, Nippon India Mutual Fund is one of the largest asset managers in India.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Eastspring Investmentseastspring.com HQ: SingaporeReported employees: 1,001-5,000 | Singapore | 1,001-5,000 | Exact match | 1,069 contacts → |
“For Every Life, For Every Future.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Loomis, Sayles & Companyloomissayles.com HQ: Boston, MA, United StatesReported employees: 501-1,000 | Boston, MA, United States | 501-1,000 | Exact match | 1,010 contacts → |
“For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | First Trustftportfolios.com HQ: Wheaton, IL, United StatesReported employees: 1,001-5,000 | Wheaton, IL, United States | 1,001-5,000 | Exact match | 957 contacts → |
“First Trust Portfolios L.P.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Mofid Securitiesemofid.com HQ: Tehran, IranReported employees: 1,001-5,000 | Tehran, Iran | 1,001-5,000 | Exact match | 878 contacts → |
“Mofid Securities is Iran’s largest full-service stock brokerage firm & leading private investment advisory which has been ranked first by the SEO since 2007.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Mastertrustmastertrust.co.in HQ: New Delhi, IndiaReported employees: 501-1,000 | New Delhi, India | 501-1,000 | Exact match | 831 contacts → |
“mastertrust Group is one of the leading financial services company in India.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Emkay Global Financial Services LTDemkayglobal.com HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 816 contacts → |
“Connect and Converse with likeminded people, Contribute and share your thoughts.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | GMOgmo.com HQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 780 contacts → |
“For nearly 50 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Oppenheimerfundsinvesco.com HQ: Atlanta, GA, United StatesReported employees: 5,001-10,000 | Atlanta, GA, United States | 5,001-10,000 | Exact match | 683 contacts → |
“Founded in 1959, OppenheimerFunds was an asset management firm serving financial advisors, individual investors and institutions, which specialized in equity, fixed income…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Parametricparametricportfolio.com HQ: Seattle, WA, United StatesReported employees: 501-1,000 | Seattle, WA, United States | 501-1,000 | Exact match | 669 contacts → |
“Parametric partners with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 6,787 company matches
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Direct indexing companies: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
6,765 records in the displayed employee bands.
22 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 6,787 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Direct indexing companies by location
35 lists · largest firstEvery Direct indexing companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Direct indexing companies based in the United States3,550
- Direct indexing companies based in India704
- Direct indexing companies based in Brazil260
- Direct indexing companies based in the United Kingdom230
- Direct indexing companies based in Canada212
- Direct indexing companies based in Australia121
- Direct indexing companies based in South Africa72
- Direct indexing companies based in Germany69
- Direct indexing companies based in France50
- Direct indexing companies based in Switzerland45
- Direct indexing companies based in the United Arab Emirates41
- Direct indexing companies based in Argentina37
- Direct indexing companies based in Mexico35
- Direct indexing companies based in Spain35
- Direct indexing companies based in the Netherlands30
Cities
- Direct indexing companies based in New York, United States136
- Direct indexing companies based in Mumbai, India106
- Direct indexing companies based in Chicago, United States62
- Direct indexing companies based in Boston, United States54
- Direct indexing companies based in Dallas, United States49
- Direct indexing companies based in San Francisco, United States49
- Direct indexing companies based in Pune, India48
- Direct indexing companies based in Bangalore, India47
- Direct indexing companies based in Houston, United States44
- Direct indexing companies based in Atlanta, United States38
- Direct indexing companies based in Charlotte, United States34
- Direct indexing companies based in San Diego, United States34
- Direct indexing companies based in Austin, United States33
- Direct indexing companies based in Portland, United States32
- Direct indexing companies based in Denver, United States30
- Direct indexing companies based in Miami, United States30
- Direct indexing companies based in Los Angeles, United States28
- Direct indexing companies based in Scottsdale, United States27
- Direct indexing companies based in Newport Beach, United States26
- Direct indexing companies based in Seattle, United States26
Questions about this company list
What does Exact match mean for direct indexing companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many direct indexing companies did RevenueBase find worldwide?
The saved snapshot records 6,787 matching company records, 235,140 tracked contacts and 88,289 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 direct indexing companies worldwide. Snapshot: September 19, 2026. https://revenuebase.ai/companies/browse/direct-indexing-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗