Company lists · Data refreshed September 2026

Top 25 Endowment management consulting firms worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 10,486 companies tracked

RevenueBase identified 10,486 company matches for endowment management consulting firms worldwide as of September 2026 and tracks 141,204 professional contacts across them, including 60,952 with verified work emails. The United States is the largest market and Paris the largest hub.

This list covers company matches for endowment management consulting firms worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026. Country and city lists for endowment management consulting firms follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

10,486Companies

141,204Contacts tracked

60,952Verified emails

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The 25 largest endowment management consulting firms worldwide

Ranked by team size

Top 25 of 10,486 company matches for endowment management consulting firms worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	Mercer	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	10001+	20,868 contacts →
	Exact match “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	J.P. Morgan Asset Management	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	10001+	4,819 contacts →
	Exact match “At J.P.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	UFF	Exact match	Bois-colombes, FranceHQ recorded Sep 28, 2026	501-1,000	2,390 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Creative Planning	Exact match	Overland Park, KS, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,885 contacts →
	Exact match “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Cambridge Associates	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,792 contacts →
	Exact match “We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,768 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Focus Partners	Exact match	St. Louis, MO, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,249 contacts →
	Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	BNY Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	10001+	1,217 contacts →
	Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	PSG Wealth	Exact match	Waterfall, South AfricaHQ recorded Sep 28, 2026	501-1,000	1,173 contacts →
	Exact match “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Brown Advisory	Exact match	Baltimore, MD, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,157 contacts →
	Exact match “Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	SEGAL	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,149 contacts →
	Exact match “Segal is a leading employee-owned consulting firm with more than 1,100 professionals across North America, including 150+ credentialed actuaries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Richardson Wealth	Exact match	Toronto, ON, CanadaHQ recorded Sep 28, 2026	501-1,000	941 contacts →
	Exact match “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Stonehage Fleming	Exact match	Jersey, United KingdomHQ recorded Sep 28, 2026	501-1,000	929 contacts →
	Exact match “Stonehage Fleming is now Corient.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	4fin Better Together	Exact match	Praha 4, Czech RepublicHQ recorded Sep 28, 2026	1,001-5,000	851 contacts →
	Exact match “Profesionální a komplexní majetkové poradenství.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
17	Pathstone	Exact match	Englewood, NJ, United StatesHQ recorded Sep 28, 2026	501-1,000	692 contacts →
	Exact match “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Succession Wealth	Exact match	Birmingham, United KingdomHQ recorded Sep 28, 2026	501-1,000	689 contacts →
	Exact match “We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Dezerv	Exact match	Mumbai, IndiaHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
20	Portfel Consultoria Financeira	Exact match	Barueri, BrazilHQ recorded Sep 28, 2026	201-500	581 contacts →
	Exact match “A Portfel atua como consultoria financeira com consultores registrados na CVM, impedindo que haja conflito de interesses na prestação de serviços.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Hightower Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	1,001-5,000	575 contacts →
	Exact match “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Aham Asset Management Berhad	Exact match	Kuala Lumpur, MalaysiaHQ recorded Sep 28, 2026	201-500	484 contacts →
	Exact match “AHAM Asset Management Berhad ("AHAM Capital") is an independently-managed, institutionally-owned asset management rm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Partners Capital	Exact match	London, United KingdomHQ recorded Sep 28, 2026	201-500	481 contacts →
	Exact match “Founded in 2001, Partners Capital is a global investment office acting for distinguished endowments and foundations, senior investment professionals and prominent families across…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Nepc, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	201-500	463 contacts →
	Exact match “NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Nuvama Group	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	1,001-5,000	448 contacts →
	Exact match “Nuvama Group (formerly Edelweiss Wealth Management) is backed by the trust and reputation earned through over 25+ years in the Indian market and strengthened by a global…” Recorded in the RevenueBase company graph · Sep 28, 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 “endowment management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 10,486 endowment management consulting firms worldwide

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Endowment management consulting firms worldwide at a glance

As of Sep 28, 2026

43.2%Verified-email coverage

13.5Average contacts per company

1-10Median size (employees)

3.0%Largest-city concentration · Paris

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

7,296

11-50

2,489

51-200

467

201-500

103

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 endowment management consulting firms are linked below.
What qualifies: Company records worldwide whose business descriptions match “endowment management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 60,952 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 28, 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.

Endowment management consulting firms by location

61 lists · largest first

Every Endowment management consulting firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “endowment management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many endowment management consulting firms are there worldwide?

RevenueBase identified 10,486 company matches for endowment management consulting firms 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?

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

Which country has the most endowment management consulting firms?

The United States leads with 3,773 companies, followed by France (1,254) and India (543). Every endowment management consulting firms list by country and city is linked on this page.

Which city has the most endowment management consulting firms?

Paris leads with 316 company records, followed by New York (217) and London (216).

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 60,952 professional contacts with verified work emails tracked across these 10,486 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 28, 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.