Company lists · Data refreshed September 2026
Top 25 Financial coaching platforms worldwide
RevenueBase identified 2,842 financial coaching platforms worldwide as of September 2026 and tracks 23,475 professional contacts across them, including 5,672 with verified work emails and 5,054 with mobile numbers. The United States is the largest market and London the largest hub.
This list covers financial coaching platforms 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 2, 2026. Country and city lists for financial coaching platforms 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 financial coaching platforms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,873 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 2 | 1,154 contacts → | ||||
Indirect evidence “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 3 | 945 contacts → | ||||
Partial evidence “Most financial advice is built around products.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 4 | 732 contacts → | ||||
Partial evidence “NerdWallet is on a mission to help provide clarity for consumers and SMBs so they can make financial decisions with confidence.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 5 | 691 contacts → | ||||
Partial evidence “Jupiter is an all things money app with one simple aim – to deliver a financial experience that keeps pace with you.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 6 | 553 contacts → | ||||
Partial evidence “1% Club is an education-led fintech platform that helps people make smarter decisions with their money.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 7 | 519 contacts → | ||||
Partial evidence “Acorns believes that anyone can achieve financial wellness, that’s why they’ve been building simple, powerful money tools for everyday Americans and their kids since 2014.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 8 | 507 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 9 | 342 contacts → | ||||
Indirect evidence “Money is committed to helping readers take charge of their finances and their futures.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 10 | 328 contacts → | ||||
Indirect evidence “Quiénes somos?” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 11 | 285 contacts → | ||||
Partial evidence “SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is to help people make smart financial decisions, reaching over an…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 12 | 255 contacts → | ||||
Indirect evidence “We believe in making money simple.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 13 | 241 contacts → | ||||
Indirect evidence “Stash is a personal finance app that makes investing easy and affordable for millions of Americans.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 14 | 188 contacts → | ||||
Strong evidence “Infinity Group Coaching is a multi‑award‑winning financial services business helping Australians take control of their finances and build long‑term wealth.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 15 | 173 contacts → | ||||
Partial evidence “M1 is a fast-growing fintech company and personal finance platform made for the modern era.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 16 | 150 contacts → | ||||
Indirect evidence “Wir bauen Deutschlands AI-First Finanz-App.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 17 | 143 contacts → | ||||
Partial evidence “Monarch is the most comprehensive platform for managing your personal finances.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 18 | 138 contacts → | ||||
Indirect evidence “PictureWealth connects more advice to more lives.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 19 | 128 contacts → | ||||
Indirect evidence “Here at Lifetime, we help people understand what their money can do for them.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 20 | 127 contacts → | ||||
Indirect evidence “Take control of your money.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 21 | 121 contacts → | ||||
Partial evidence “Origin is your personal AI financial advisor.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 22 | 116 contacts → | ||||
Strong evidence “Financial Finesse is the leading independent global provider of unbiased financial coaching as an employee benefit, driving measurable improvements in employee financial wellness…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 23 | 110 contacts → | ||||
Indirect evidence “Wir sind Finanztip, Deutschlands Geldratgeber.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 24 | 100 contacts → | ||||
Indirect evidence “Candidly is on a mission to empower Americans to pay off debt while simultaneously building wealth.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 25 | 100 contacts → | ||||
Partial evidence “Proyecta Tu Futuro es una empresa 100% potosina de asesoría financiera personal.” Source: RevenueBase Database · checked Sep 2, 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: financial coaching platforms. 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 financial coaching platforms.
- Partial evidence
- Its own public description names part of financial coaching platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial coaching platforms. 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 2,842 financial coaching platforms worldwide
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Financial coaching platforms worldwide at a glance
As of Sep 2, 2026Companies by employee count
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 financial coaching platforms, 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
- 16 countries, largest first: the United States, India, the United Kingdom, Brazil, Australia, Canada, the Netherlands, Germany, France, Mexico and 6 more. Country and city lists for financial coaching platforms are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “financial coaching platforms”. 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 financial coaching platforms), 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 financial coaching platforms, 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, 5,672 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 between September 2, 2026 and September 14, 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.
Financial coaching platforms by location
25 lists · largest firstEvery Financial coaching platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial coaching platforms based in the United States1,326
- Financial coaching platforms based in India298
- Financial coaching platforms based in the United Kingdom197
- Financial coaching platforms based in Brazil177
- Financial coaching platforms based in Australia164
- Financial coaching platforms based in Canada141
- Financial coaching platforms based in the Netherlands112
- Financial coaching platforms based in Germany88
- Financial coaching platforms based in France65
- Financial coaching platforms based in Mexico54
- Financial coaching platforms based in South Africa53
- Financial coaching platforms based in Spain43
- Financial coaching platforms based in the United Arab Emirates40
- Financial coaching platforms based in Israel29
- Financial coaching platforms based in Switzerland29
- Financial coaching platforms based in New Zealand26
Cities
- Financial coaching platforms based in London, United Kingdom102
- Financial coaching platforms based in New York, United States62
- Financial coaching platforms based in Toronto, Canada42
- Financial coaching platforms based in San Francisco, United States40
- Financial coaching platforms based in Sydney, Australia38
- Financial coaching platforms based in Atlanta, United States37
- Financial coaching platforms based in Austin, United States28
- Financial coaching platforms based in Boston, United States28
- Financial coaching platforms based in Chicago, United States27
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 financial coaching platforms, 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 financial coaching platforms are there worldwide?
RevenueBase identified 2,842 financial coaching platforms 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?
First Command Financial Services, INC, headquartered in Arlington, tops this list with the largest team on record.
Which country has the most financial coaching platforms?
The United States leads with 1,326 companies, followed by India (298) and the United Kingdom (197). Every financial coaching platforms list by country and city is linked on this page.
Which city has the most financial coaching platforms?
London leads with 103 headquartered companies, followed by New York (55) and Sao Paulo (53).
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 5,672 verified decision-maker contacts tracked across these 2,842 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled from the company graph between September 2, 2026 and September 14, 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.