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.

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
1,856Companies
12,020Contacts tracked
2,701Verified emails
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The 25 largest enterprise financial planning companies worldwide

Ranked by team size
Top 25 of 1,856 enterprise financial planning companies worldwide, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to enterprise financial planning companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceCohoes, NY, United StatesHQ checked Sep 28, 20261,001-5,0001,452 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, 2026
2Strong evidenceUnited KingdomHQ checked Sep 28, 2026201-500297 contacts →

Strong evidence

“We set the benchmark for financial planning advice, technology and solutions.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceFort Lauderdale, FL, United StatesHQ checked Sep 28, 202651-200263 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, 2026
4Indirect evidenceBay, United StatesHQ checked Sep 28, 202651-200208 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, 2026
5Indirect evidenceNewcastle Upon Tyne, United KingdomHQ checked Sep 28, 202651-200176 contacts →

Indirect evidence

“Reeves helps successful individuals enjoy their future.”

Source: RevenueBase Database · checked Sep 28, 2026
6Strong evidenceKyogle, AustraliaHQ checked Sep 28, 202611-50150 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, 2026
7Indirect evidencePotchefstroom, South AfricaHQ checked Sep 28, 2026201-500115 contacts →

Indirect evidence

“You CREATE the memories, we INSURE the journey.”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceComuna 13, ArgentinaHQ checked Sep 28, 202611-5099 contacts →

Partial evidence

“Soluciones Financieras Eficientes En el mundo de las finanzas decidir es más fácil con ayuda.”

Source: RevenueBase Database · checked Sep 28, 2026
9Strong evidenceUnited StatesHQ checked Sep 28, 202611-5080 contacts →

Strong evidence

“Modern financial planning & wealth management.”

Source: RevenueBase Database · checked Sep 28, 2026
10Strong evidenceHaslett, MI, United StatesHQ checked Sep 28, 202651-20075 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, 2026
11Partial evidenceLong Beach, CA, United StatesHQ checked Sep 28, 202651-20071 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, 2026
12Strong evidenceHolmdel, NJ, United StatesHQ checked Sep 28, 202651-20067 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, 2026
13Strong evidenceAbu Dhabi, United Arab EmiratesHQ checked Sep 28, 2026201-50051 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, 2026
14Strong evidenceFort Lauderdale, FL, United StatesHQ checked Sep 28, 202651-20048 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, 2026
15Indirect evidenceJuiz De Fora, BrazilHQ checked Sep 28, 202611-5048 contacts →

Indirect evidence

“Decisões financeiras precisam de segurança e previsibilidade.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceNew York, TX, United StatesHQ checked Sep 28, 202651-20048 contacts →

Partial evidence

“The CFO Centre provides CFO services to small & medium sized enterprises on a fractional basis.”

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceBarcelona, SpainHQ checked Sep 28, 202611-5048 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, 2026
18Partial evidenceNeuilly-sur-seine, FranceHQ checked Sep 28, 202611-5046 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, 2026
19Indirect evidenceLas Vegas, NV, United StatesHQ checked Sep 28, 202611-5044 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, 2026
20Partial evidenceBengaluru, IndiaHQ checked Sep 28, 202611-5041 contacts →

Partial evidence

“Excelberg is a new financial advisory and consultancy firm based in Bangalore.”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceWestport, CT, United StatesHQ checked Sep 28, 202611-5037 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, 2026
22Indirect evidenceWinter Park, FL, United StatesHQ checked Sep 28, 202611-5037 contacts →

Indirect evidence

“We are now Acclarity.”

Source: RevenueBase Database · checked Sep 28, 2026
23Partial evidenceVirginia, VA, South AfricaHQ checked Sep 28, 202611-5034 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, 2026
24Strong evidenceManchetser, United KingdomHQ checked Sep 28, 202611-5032 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, 2026
25Partial evidenceHouston, TX, United StatesHQ checked Sep 28, 202611-5030 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, 2026

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, 2026
22.5%Verified-email coverage
6.5Average contacts per company
1-10Median size (employees)
1.5%Largest-city concentration · Sao Paulo
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
1,463
11-50
317
51-200
47
201-500
12
501-1,000
5
1,001-5,000
3
5,001-10,000
1
10001+
2

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 first

Every 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

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.