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 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 endowment management consulting firms 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 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 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 28, 2026 86% judged on-target in blind review

10,486Companies

141,204Contacts tracked

60,952Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest endowment management consulting firms worldwide

Ranked by team size

Top 25 of 10,486 endowment management consulting firms worldwide, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to endowment management consulting firms: 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	Mercer	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	20,868 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
2	J.P. Morgan Asset Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	4,819 contacts →
	Indirect evidence “At J.P.” Source: RevenueBase Database · checked Sep 28, 2026
3	UFF	Indirect evidence	Bois-colombes, FranceHQ checked Sep 28, 2026	501-1,000	2,390 contacts →
	Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 28, 2026
4	Creative Planning	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,885 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
5	Mariner	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,828 contacts →
	Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 28, 2026
6	Cambridge Associates	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,792 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
7	Captrust	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,768 contacts →
	Indirect evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 28, 2026
8	Focus Partners	Partial evidence	St. Louis, MO, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,249 contacts →
	Partial evidence “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Source: RevenueBase Database · checked Sep 28, 2026
9	BNY Wealth	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	1,217 contacts →
	Indirect evidence “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Source: RevenueBase Database · checked Sep 28, 2026
10	PSG Wealth	Partial evidence	Waterfall, South AfricaHQ checked Sep 28, 2026	501-1,000	1,173 contacts →
	Partial evidence “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Source: RevenueBase Database · checked Sep 28, 2026
11	Brown Advisory	Partial evidence	Baltimore, MD, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,157 contacts →
	Partial evidence “Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…” Source: RevenueBase Database · checked Sep 28, 2026
12	SEGAL	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,149 contacts →
	Partial evidence “Segal is a leading employee-owned consulting firm with more than 1,100 professionals across North America, including 150+ credentialed actuaries.” Source: RevenueBase Database · checked Sep 28, 2026
13	Richardson Wealth	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	501-1,000	941 contacts →
	Partial evidence “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Source: RevenueBase Database · checked Sep 28, 2026
14	Stonehage Fleming	Indirect evidence	Jersey, United KingdomHQ checked Sep 28, 2026	501-1,000	929 contacts →
	Indirect evidence “Stonehage Fleming is now Corient.” Source: RevenueBase Database · checked Sep 28, 2026
15	4fin Better Together	Indirect evidence	Praha 4, Czech RepublicHQ checked Sep 28, 2026	1,001-5,000	851 contacts →
	Indirect evidence “Profesionální a komplexní majetkové poradenství.” Source: RevenueBase Database · checked Sep 28, 2026
16	Bernstein Private Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 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 28, 2026
17	Pathstone	Indirect evidence	Englewood, NJ, United StatesHQ checked Sep 28, 2026	501-1,000	692 contacts →
	Indirect evidence “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Source: RevenueBase Database · checked Sep 28, 2026
18	Succession Wealth	Indirect evidence	Birmingham, United KingdomHQ checked Sep 28, 2026	501-1,000	689 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
19	Dezerv	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	501-1,000	589 contacts →
	Partial evidence “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Source: RevenueBase Database · checked Sep 28, 2026
20	Portfel Consultoria Financeira	Indirect evidence	Barueri, BrazilHQ checked Sep 28, 2026	201-500	581 contacts →
	Indirect evidence “A Portfel atua como consultoria financeira com consultores registrados na CVM, impedindo que haja conflito de interesses na prestação de serviços.” Source: RevenueBase Database · checked Sep 28, 2026
21	Hightower Advisors	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1,001-5,000	575 contacts →
	Partial evidence “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Source: RevenueBase Database · checked Sep 28, 2026
22	Aham Asset Management Berhad	Partial evidence	Kuala Lumpur, MalaysiaHQ checked Sep 28, 2026	201-500	484 contacts →
	Partial evidence “AHAM Asset Management Berhad ("AHAM Capital") is an independently-managed, institutionally-owned asset management rm.” Source: RevenueBase Database · checked Sep 28, 2026
23	Partners Capital	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	481 contacts →
	Partial evidence “Founded in 2001, Partners Capital is a global investment office acting for distinguished endowments and foundations, senior investment professionals and prominent families across…” Source: RevenueBase Database · checked Sep 28, 2026
24	Nepc, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	201-500	463 contacts →
	Partial evidence “NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Source: RevenueBase Database · checked Sep 28, 2026
25	Nuvama Group	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	1,001-5,000	448 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 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: endowment management consulting firms. 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 endowment management consulting firms.
Partial evidence: Its own public description names part of endowment management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name endowment management consulting firms. 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 10,486 endowment management consulting firms worldwide

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 60,952 reachable decision-makers.

Free signup · no credit card

View the full list →

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among endowment management consulting firms, 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 endowment management consulting firms are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “endowment management consulting firms”. 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 endowment management consulting firms), 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 endowment management consulting firms, 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, 60,952 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 28, 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.

Endowment management consulting firms by location

60 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 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 endowment management consulting firms, 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 endowment management consulting firms are there worldwide?

RevenueBase identified 10,486 endowment management consulting firms 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?

Mercer, headquartered in New York, tops this list with the largest team on record.

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 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 60,952 verified decision-maker contacts tracked across these 10,486 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 28, 2026.

Ready to reach these companies? Verified emails and direct dials for all 10,486 endowment management consulting firms worldwide. Start with a free account, no credit card.

Download this list →

Related lists

Browse the directory

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.