Company lists · Data refreshed September 2026

Top 25 Fiduciary services companies worldwide

Name: Fiduciary services companies worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 11,458 companies tracked

RevenueBase identified 11,458 company matches for fiduciary services companies worldwide as of September 2026 and tracks 186,710 professional contacts across them, including 77,997 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers company matches for fiduciary services companies 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 20, 2026. Country and city lists for fiduciary services companies 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 20, 2026 How this list was built

11,458Companies

186,710Contacts tracked

77,997Verified emails

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The 25 largest fiduciary services companies worldwide

Ranked by team size

Top 25 of 11,458 company matches for fiduciary services companies worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	The Citco Group Limited	Exact match	Grand Cayman, United StatesHQ recorded Sep 20, 2026	5,001-10,000	11,678 contacts →
	Exact match “Our heritage, since founding a civil law notary practice in the 1940s to establishing the Curacao International Trust Company in the 1960s, is built on challenging paradigms and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 20, 2026	5,001-10,000	6,589 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 · Sep 20, 2026 · View company records in RevenueBase
4	Western & Southern Financial Group	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 20, 2026	1,001-5,000	2,725 contacts →
	Exact match “Founded in Cincinnati in as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Wilmington Trust	Exact match	Wilmington, DE, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,951 contacts →
	Exact match “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
8	Findex	Exact match	Melbourne, AustraliaHQ recorded Sep 20, 2026	1,001-5,000	1,664 contacts →
	Exact match “We’re here to help you build financial security and grow your wealth with confidence.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	BMO Private Wealth	Exact match	Toronto, CanadaHQ recorded Sep 20, 2026	501-1,000	1,555 contacts →
	Exact match “Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,491 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Sep 20, 2026	501-1,000	1,434 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Alianza Fiduciaria	Exact match	Bogotá, ColombiaHQ recorded Sep 20, 2026	1,001-5,000	1,327 contacts →
	Exact match “Alianza Fiduciaria y Alianza Valores, empresas caracterizadas por su innovación en la estructuración de negocios fiduciarios, por su amplia oferta de negocios de inversión a…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Perpetual Limited	Exact match	Sydney, AustraliaHQ recorded Sep 20, 2026	1,001-5,000	1,261 contacts →
	Exact match “Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Focus Partners	Exact match	St. Louis, MO, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
15	Corient	Exact match	Miami, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,215 contacts →
	Exact match “Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	PSG Wealth	Exact match	Waterfall, South AfricaHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
17	Trident Trust	Exact match	Nassau, United KingdomHQ recorded Sep 20, 2026	1,001-5,000	989 contacts →
	Exact match “Founded in 1978, Trident Trust is a leading independent corporate, fiduciary and fund administrator, employing over 1,100 staff across a global footprint that spans Africa, the…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	VZ Vermögenszentrum	Exact match	Zürich, SwitzerlandHQ recorded Sep 20, 2026	1,001-5,000	948 contacts →
	Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	VBP	Exact match	Sydney, AustraliaHQ recorded Sep 20, 2026	1,001-5,000	882 contacts →
	Exact match “Built for Advice Firms.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Zedra Group	Exact match	St. Helier, JerseyHQ recorded Sep 20, 2026	1,001-5,000	813 contacts →
	Exact match “We are ZEDRA.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Fiduciaria Bogotá	Exact match	Bogota, ColombiaHQ recorded Sep 20, 2026	501-1,000	718 contacts →
	Exact match “Esta página hace parte de la evolución de las fiduciarias del Grupo Aval.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Security Benefit	Exact match	Topeka, KS, United StatesHQ recorded Sep 20, 2026	501-1,000	686 contacts →
	Exact match “Saving for a confident, comfortable retirement is one of the best things individuals can do for their long-term financial and emotional well-being.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Beacon Pointe	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 20, 2026	501-1,000	640 contacts →
	Exact match “Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Blue3 Investimentos	Exact match	Ribeirão Preto, BrazilHQ recorded Sep 20, 2026	501-1,000	591 contacts →
	Exact match “Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	RMB	Exact match	Sandton, South AfricaHQ recorded Sep 20, 2026	1,001-5,000	586 contacts →
	Exact match “RMB Private Bank is a division of FirstRand Bank Limited, a fully integrated financial services group in South Africa, distinguished by our traditional values and innovative ideas.” Recorded in the RevenueBase company graph · Sep 20, 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 “fiduciary services companies”. 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 11,458 fiduciary services companies worldwide

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Fiduciary services companies worldwide at a glance

As of Sep 20, 2026

41.8%Verified-email coverage

16.3Average contacts per company

1-10Median size (employees)

1.1%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

8,014

11-50

2,627

51-200

530

201-500

127

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 fiduciary services companies are linked below.
What qualifies: Company records worldwide whose business descriptions match “fiduciary services companies” 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 77,997 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 20, 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.

Fiduciary services companies by location

81 lists · largest first

Every Fiduciary services companies 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 “fiduciary services companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fiduciary services companies are there worldwide?

RevenueBase identified 11,458 company matches for fiduciary services companies 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?

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

Which country has the most fiduciary services companies?

The United States leads with 6,633 companies, followed by Switzerland (962) and the United Kingdom (355). Every fiduciary services companies list by country and city is linked on this page.

Which city has the most fiduciary services companies?

New York leads with 123 company records, followed by London (117) and Houston (95).

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 77,997 professional contacts with verified work emails tracked across these 11,458 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 20, 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.