Company lists · Data refreshed September 2026
Top 25 Enterprise financial planning companies worldwide
RevenueBase identified 1,856 enterprise financial planning companies worldwide as of September 2026 and tracks 12,020 professional contacts across them, including 2,701 with verified work emails. The United States is the largest market and Sao Paulo the largest hub.
This list covers enterprise financial planning companies 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 enterprise financial planning companies 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.
The 25 largest enterprise financial planning companies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,452 contacts → | ||||
Strong evidence “Goldman Sachs Ayco is an industry leader of company-sponsored financial planning benefits with corporate partnerships at ~500 companies, including over 50% of the Fortune 100.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 297 contacts → | ||||
Strong evidence “We set the benchmark for financial planning advice, technology and solutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 263 contacts → | ||||
Partial evidence “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 208 contacts → | ||||
Indirect evidence “We simplify finance for fast-growing businesses and finance heads and empower the people behind them.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 176 contacts → | ||||
Indirect evidence “Reeves helps successful individuals enjoy their future.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 150 contacts → | ||||
Strong evidence “Connect Business Solutions is located in Northern NSW and incorporates Connect Accountants & Advisors, Connect Financial Planning Services, Connect Risk Solutions & Connect…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 115 contacts → | ||||
Indirect evidence “You CREATE the memories, we INSURE the journey.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 99 contacts → | ||||
Partial evidence “Soluciones Financieras Eficientes En el mundo de las finanzas decidir es más fácil con ayuda.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 80 contacts → | ||||
Strong evidence “Modern financial planning & wealth management.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 75 contacts → | ||||
Strong evidence “CG Financial Services provides adaptive financial planning for individuals and businesses in Michigan, North Carolina, and beyond.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 71 contacts → | ||||
Partial evidence “Bryson Financial | Insurance and Benefits Built Around Your Bottom Line For over 55 years, Bryson Financial has helped businesses protect what they've built and find real savings…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 67 contacts → | ||||
Strong evidence “Clients First provides tailored, financial and ERP systems and services for growing companies so they can achieve enterprise-level results.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 51 contacts → | ||||
Strong evidence “A refreshing approach to financial planning” An expanding international Financial Services Company - Prosperity was established in 2009 and is registered and licensed under the…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 48 contacts → | ||||
Strong evidence “The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 48 contacts → | ||||
Indirect evidence “Decisões financeiras precisam de segurança e previsibilidade.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 48 contacts → | ||||
Partial evidence “The CFO Centre provides CFO services to small & medium sized enterprises on a fractional basis.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 48 contacts → | ||||
Partial evidence “All companies need to create financial projections to make business decisions, decide how to invest capital, and provide guidance to investors.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 46 contacts → | ||||
Partial evidence “AURIS Finance is a consulting firm in Mergers & Acquisitions and Financial Engineering Founded in AURIS Finance supports business leaders in their strategic thinking and their…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 44 contacts → | ||||
Indirect evidence “Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 41 contacts → | ||||
Partial evidence “Excelberg is a new financial advisory and consultancy firm based in Bangalore.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 37 contacts → | ||||
Partial evidence “We work with people whose achievements have set a new floor-executive leaders and proven entrepreneurs-drawing them into more financial opportunity but also more risk and…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 37 contacts → | ||||
Indirect evidence “We are now Acclarity.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 34 contacts → | ||||
Partial evidence “Cornerstone Advisor Group offers a complete suite of financial services for individuals, families, businesses, and non-profit organizations.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 32 contacts → | ||||
Strong evidence “At KBA The Financial Planning Company our ethos is we want to “Help People Have Better Lives”.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 30 contacts → | ||||
Partial evidence “At RIA Advisors, we focus on building, preserving, and protecting our clients’ wealth and guiding them to achieve their financial goals – now and into the future.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
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: enterprise financial planning companies. 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 enterprise financial planning companies.
- Partial evidence
- Its own public description names part of enterprise financial planning companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name enterprise financial planning companies. 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 1,856 enterprise financial planning companies worldwide
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Enterprise financial planning companies worldwide at a glance
As of Sep 28, 2026Companies by employee count
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 enterprise financial planning companies, 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 enterprise financial planning companies are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “enterprise financial planning companies”. 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 enterprise financial planning companies), 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 enterprise financial planning companies, 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, 2,701 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.
Enterprise financial planning companies by location
7 lists · largest firstEvery Enterprise financial planning companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Enterprise financial planning companies based in the United States589
- Enterprise financial planning companies based in India132
- Enterprise financial planning companies based in Brazil119
- Enterprise financial planning companies based in the United Kingdom104
- Enterprise financial planning companies based in Canada87
- Enterprise financial planning companies based in Australia59
- Enterprise financial planning companies based in South Africa36
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 enterprise financial planning companies, 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 enterprise financial planning companies are there worldwide?
RevenueBase identified 1,856 enterprise financial planning companies 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?
Goldman Sachs Ayco, headquartered in Cohoes, tops this list with the largest team on record.
Which country has the most enterprise financial planning companies?
The United States leads with 589 companies, followed by India (132) and Brazil (119). Every enterprise financial planning companies list by country and city is linked on this page.
Which city has the most enterprise financial planning companies?
Sao Paulo leads with 28 headquartered companies, followed by London (22) and New York (13).
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 2,701 verified decision-maker contacts tracked across these 1,856 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.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.