Company lists · Data refreshed October 2026

Top 25 Employee-owned financial services worldwide

Name: Employee-owned financial services worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 13,536 companies tracked

RevenueBase identified 13,536 company matches for employee-owned financial services worldwide as of October 2026 and tracks 832,671 professional contacts across them, including 305,383 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers company matches for employee-owned financial services 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 12, 2026. Country and city lists for employee-owned financial services 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 12, 2026 How this list was built

13,536Companies

832,671Contacts tracked

305,383Verified emails

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The 25 largest employee-owned financial services worldwide

Ranked by team size

Top 25 of 13,536 company matches for employee-owned financial services worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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	Fidelity Investments	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	10001+	84,012 contacts →
	Exact match “Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	J.P. Morgan	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	10001+	61,288 contacts →
	Exact match “J.P.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Oct 12, 2026	10001+	43,780 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Northwestern Mutual	Exact match	Milwaukee, WI, United StatesHQ recorded Oct 12, 2026	n/a	38,065 contacts →
	Exact match “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	USAA	Exact match	San Antonio, TX, United StatesHQ recorded Oct 12, 2026	10001+	37,949 contacts →
	Exact match “Since the beginning, our mission has been to provide a range of financial services to the military community and their families.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	10001+	33,935 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Vanguard	Exact match	Valley Forge, PA, United StatesHQ recorded Oct 12, 2026	10001+	26,157 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 12, 2026	5,001-10,000	24,802 contacts →
	Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Wells Fargo Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Oct 12, 2026	10001+	14,554 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 · Oct 12, 2026 · View company records in RevenueBase
10	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Oct 12, 2026	5,001-10,000	13,958 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 · Oct 12, 2026 · View company records in RevenueBase
11	SAFRA	Exact match	Sao Paulo, BrazilHQ recorded Oct 12, 2026	10001+	11,676 contacts →
	Exact match “Somos referência em investimentos.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Massmutual	Exact match	Springfield, MA, United StatesHQ recorded Oct 12, 2026	5,001-10,000	11,464 contacts →
	Exact match “Living mutual has always been at the core of our human existence, and it's the principle that's guided us since our founding in 1851.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Empower	Exact match	Greenwood Village, CO, United StatesHQ recorded Oct 12, 2026	10001+	7,723 contacts →
	Exact match “Built on a foundation of trust, integrity and promise, we proudly serve over outstanding organizations and more than 17 million individuals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	MACIF	Exact match	Niort, FranceHQ recorded Oct 12, 2026	10001+	7,202 contacts →
	Exact match “Entreprise de l'économie sociale, la Macif n’appartient ni à des actionnaires, ni à l’État, mais à ses sociétaires.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Stifel Financial Corp	Exact match	St. Louis, MO, United StatesHQ recorded Oct 12, 2026	5,001-10,000	7,077 contacts →
	Exact match “Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Oct 12, 2026	5,001-10,000	6,677 contacts →
	Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	City National Bank	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	1,001-5,000	6,490 contacts →
	Exact match “City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $93 billion in assets as of July 31, 2025.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Voya Financial	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	10001+	6,051 contacts →
	Exact match “Voya Financial, Inc.(NYSE: VOYA), is a leading retirement, employee benefits and investment management company.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Mirae Asset Sharekhan	Exact match	Mumbai, IndiaHQ recorded Oct 12, 2026	1,001-5,000	5,676 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 · Oct 12, 2026 · View company records in RevenueBase
20	BAIRD	Exact match	Milwaukee, WI, United StatesHQ recorded Oct 12, 2026	5,001-10,000	5,475 contacts →
	Exact match “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Banco Daycoval	Exact match	Sao Paulo, BrazilHQ recorded Oct 12, 2026	1,001-5,000	3,793 contacts →
	Exact match “O Banco Daycoval é uma instituição financeira de mais de 56 anos no mercado especializada em crédito para empresas, para pessoa física (consignado e financiamento de veículos)…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	OP Financial Group	Exact match	FinlandHQ recorded Oct 12, 2026	10001+	3,724 contacts →
	Exact match “OP Ryhmä on Suomen suurin finanssiryhmä, jonka perustehtävänä on edistää omistaja-asiakkaidensa ja toimintaympäristönsä kestävää taloudellista menestystä, turvallisuutta ja…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	BNY Pershing	Exact match	Jersey City, NJ, United StatesHQ recorded Oct 12, 2026	5,001-10,000	3,444 contacts →
	Exact match “BNY Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Oportun	Exact match	San Mateo, CA, United StatesHQ recorded Oct 12, 2026	1,001-5,000	3,416 contacts →
	Exact match “Oportun (Nasdaq: OPRT) is a mission-driven financial services company that puts its members' financial goals within reach.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	Janus Henderson Investors	Exact match	London, United KingdomHQ recorded Oct 12, 2026	1,001-5,000	3,271 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 · Oct 12, 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 “employee-owned financial services”. 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 13,536 employee-owned financial services worldwide

See the full list, filter by size, metro and specialty, and access 305,383 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Employee-owned financial services worldwide at a glance

As of Oct 12, 2026

36.7%Verified-email coverage

61.5Average contacts per company

1-10Median size (employees)

1.2%Largest-city concentration · New York

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

8,381

11-50

3,263

51-200

1,042

201-500

406

501-1,000

164

1,001-5,000

151

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 employee-owned financial services are linked below.
What qualifies: Company records worldwide whose business descriptions match “employee-owned financial services” 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 305,383 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 12, 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.

Employee-owned financial services by location

72 lists · largest first

Every Employee-owned financial services 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 “employee-owned financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many employee-owned financial services are there worldwide?

RevenueBase identified 13,536 company matches for employee-owned financial services 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?

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

Which country has the most employee-owned financial services?

The United States leads with 7,205 companies, followed by India (778) and the United Kingdom (693). Every employee-owned financial services list by country and city is linked on this page.

Which city has the most employee-owned financial services?

New York leads with 168 company records, followed by London (156) and Mumbai (105).

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 305,383 professional contacts with verified work emails tracked across these 13,536 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 12, 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.