Company lists · Data refreshed November 2026
Top 25 Financial coaching platforms worldwide
RevenueBase identified 4,390 company matches for financial coaching platforms worldwide as of November 2026 and tracks 50,529 professional contacts across them, including 11,301 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for financial coaching platforms 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 November 5, 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 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.
The 25 largest financial coaching platforms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 3,419 contacts → | ||||
Exact match “Oportun (Nasdaq: OPRT) is a mission-driven financial services company that puts its members' financial goals within reach.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 3,252 contacts → | ||||
Exact match “GFI is a platform that connects individuals and organizations with the resources and expertise to unlock their financial potential and drive positive change in their lives and the…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 3,065 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 2,463 contacts → | ||||
Exact match “Chime was created because we believe everyone can unlock financial progress, and we want to develop solutions and services to empower people to succeed.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 1,247 contacts → | ||||
Exact match “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 1,045 contacts → | ||||
Exact match “Neo is a Canadian financial technology company built to help people get what they’ve earned.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 1,032 contacts → | ||||
Exact match “Most financial advice is built around products.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 854 contacts → | ||||
Exact match “NerdWallet is on a mission to help provide clarity for consumers and SMBs so they can make financial decisions with confidence.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 836 contacts → | ||||
Exact match “Jupiter is an all things money app with one simple aim – to deliver a financial experience that keeps pace with you.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 798 contacts → | ||||
Exact match “Achieve is the leader in digital personal finance, built to help everyday people thrive.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 748 contacts → | ||||
Exact match “Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 729 contacts → | ||||
Exact match “Forbes Advisor is a global platform dedicated to helping consumers make the best financial choices for their individual lives.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 725 contacts → | ||||
Exact match “1% Club is an education-led fintech platform that helps people make smarter decisions with their money.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 635 contacts → | ||||
Exact match “Cleo was founded in 2016 by people who'd been burned by banks and frustrated by a financial system that wasn't built for the people using it.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 545 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 368 contacts → | ||||
Exact match “Money is committed to helping readers take charge of their finances and their futures.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 366 contacts → | ||||
Exact match “Applied Data Finance (ADF) is a consumer-focused fintech company leveraging the power of people, data, analytics, and technology to help consumers achieve financial success and…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 360 contacts → | ||||
Exact match “KOHO is one seamless platform for your money and life.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 342 contacts → | ||||
Exact match “Current is a leading U.S.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 336 contacts → | ||||
Exact match “Quiénes somos?” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 293 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 293 contacts → | ||||
Exact match “Rocket Money is a leading personal finance app with a mission to help everyone money.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 279 contacts → | ||||
Exact match “En Banco PagaTodo queremos evolucionar la manera en que las personas gestionan su dinero a través de innovadoras herramientas digitales.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 264 contacts → | ||||
Exact match “We believe in making money simple.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 240 contacts → | ||||
Exact match “Stash is a personal finance app that makes investing easy and affordable for millions of Americans.” Recorded in the RevenueBase company graph · Nov 5, 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 “financial coaching platforms”. 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 4,390 financial coaching platforms worldwide
See the full list, filter by size, metro and specialty, and access 11,301 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial coaching platforms worldwide at a glance
As of Nov 5, 2026Companies by employee count
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 financial coaching platforms are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “financial coaching platforms” 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 11,301 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 November 5, 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.
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 States1,325
- Financial coaching platforms based in India303
- Financial coaching platforms based in the United Kingdom214
- Financial coaching platforms based in Brazil172
- Financial coaching platforms based in Canada145
- Financial coaching platforms based in Australia129
- Financial coaching platforms based in the Netherlands91
- Financial coaching platforms based in Germany87
- Financial coaching platforms based in South Africa67
- Financial coaching platforms based in France63
- Financial coaching platforms based in Mexico50
- Financial coaching platforms based in Switzerland25
Cities
- Financial coaching platforms based in London, United Kingdom118
- Financial coaching platforms based in New York, United States79
- Financial coaching platforms based in Bangalore, India51
- Financial coaching platforms based in Sao Paulo, Brazil51
- Financial coaching platforms based in Mumbai, India43
- Financial coaching platforms based in Toronto, Canada39
- Financial coaching platforms based in San Francisco, United States38
- Financial coaching platforms based in Sydney, Australia35
- Financial coaching platforms based in Atlanta, United States32
- Financial coaching platforms based in Los Angeles, United States29
- Financial coaching platforms based in Boston, United States28
- Financial coaching platforms based in Austin, United States27
- Financial coaching platforms based in Chicago, United States27
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 “financial coaching platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial coaching platforms are there worldwide?
RevenueBase identified 4,390 company matches for financial coaching platforms worldwide as of November 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?
Oportun tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most financial coaching platforms?
The United States leads with 1,325 companies, followed by India (303) and the United Kingdom (214). 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 120 company records, followed by New York (79) and Bangalore (51).
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 11,301 professional contacts with verified work emails tracked across these 4,390 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 November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 4,390 financial coaching platforms worldwide. Start with a free account, no credit card.
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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.
More company lists
Company intelligence · public preview
Top 25 financial coaching platforms worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 4,390 matching company records for financial coaching platforms worldwide, with 50,529 tracked contacts and 11,301 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial coaching platforms worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Oportunoportun.comHQ: San Mateo, CA, United StatesReported employees: 1,001-5,000 | San Mateo, CA, United States | 1,001-5,000 | Exact match | 3,419 contacts → |
“Oportun (Nasdaq: OPRT) is a mission-driven financial services company that puts its members' financial goals within reach.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  GFI Global Financial Impactglobalfinancialimpact.comHQ: United StatesReported employees: 1,001-5,000 | United States | 1,001-5,000 | Exact match | 3,252 contacts → |
“GFI is a platform that connects individuals and organizations with the resources and expertise to unlock their financial potential and drive positive change in their lives and the…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  First Command Financial Services, INCfirstcommand.comHQ: Fort Worth, NM, United StatesReported employees: Not recorded | Fort Worth, NM, United States | Not recorded | Exact match | 3,065 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 |  CHIMEchime.comHQ: San Francisco, IL, United StatesReported employees: 1,001-5,000 | San Francisco, IL, United States | 1,001-5,000 | Exact match | 2,463 contacts → |
“Chime was created because we believe everyone can unlock financial progress, and we want to develop solutions and services to empower people to succeed.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Personal Capitalpersonalcapital.comHQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 1,247 contacts → |
“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  NEO Financialneofinancial.comHQ: Calgary, AB, CanadaReported employees: 501-1,000 | Calgary, AB, Canada | 501-1,000 | Exact match | 1,045 contacts → |
“Neo is a Canadian financial technology company built to help people get what they’ve earned.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  1 Finance1finance.org.inHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 1,032 contacts → |
“Most financial advice is built around products.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Nerdwalletnerdwallet.comHQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 854 contacts → |
“NerdWallet is on a mission to help provide clarity for consumers and SMBs so they can make financial decisions with confidence.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Jupiterjupiter.moneyHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 836 contacts → |
“Jupiter is an all things money app with one simple aim – to deliver a financial experience that keeps pace with you.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Achieveachieve.comHQ: HQ not recordedReported employees: 1,001-5,000 | HQ not recorded | 1,001-5,000 | Exact match | 798 contacts → |
“Achieve is the leader in digital personal finance, built to help everyday people thrive.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Freedom Financial Networkfreedomfinancialnetwork.comHQ: San Mateo, CA, United StatesReported employees: 1,001-5,000 | San Mateo, CA, United States | 1,001-5,000 | Exact match | 748 contacts → |
“Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Forbes Advisorforbesadvisor.comHQ: Jersey City, United StatesReported employees: 201-500 | Jersey City, United States | 201-500 | Exact match | 729 contacts → |
“Forbes Advisor is a global platform dedicated to helping consumers make the best financial choices for their individual lives.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  1 Clubonepercentclub.ioHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 725 contacts → |
“1% Club is an education-led fintech platform that helps people make smarter decisions with their money.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  CLEOmeetcleo.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 635 contacts → |
“Cleo was founded in 2016 by people who'd been burned by banks and frustrated by a financial system that wasn't built for the people using it.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Acornsacorns.comHQ: Irvine, CA, United StatesReported employees: 501-1,000 | Irvine, CA, United States | 501-1,000 | Exact match | 545 contacts → |
“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.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  MONEYmoney.comHQ: Dorado, United StatesReported employees: 51-200 | Dorado, United States | 51-200 | Exact match | 368 contacts → |
“Money is committed to helping readers take charge of their finances and their futures.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Applied Data Financeapplieddatafinance.comHQ: San Diego, United StatesReported employees: 201-500 | San Diego, United States | 201-500 | Exact match | 366 contacts → |
“Applied Data Finance (ADF) is a consumer-focused fintech company leveraging the power of people, data, analytics, and technology to help consumers achieve financial success and…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  KOHOkoho.caHQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 360 contacts → |
“KOHO is one seamless platform for your money and life.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Currentcurrent.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 342 contacts → |
“Current is a leading U.S.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Grupo Bárymontbarymont.comHQ: Madrid, SpainReported employees: 201-500 | Madrid, Spain | 201-500 | Exact match | 336 contacts → |
“Quiénes somos?” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Smartassetsmartasset.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 293 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Rocket Moneyrocketmoney.comHQ: Silver Spring, MD, United StatesReported employees: 201-500 | Silver Spring, MD, United States | 201-500 | Exact match | 293 contacts → |
“Rocket Money is a leading personal finance app with a mission to help everyone money.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Banco Pagatodopagatodo.comHQ: Miguel Hidalgo, MexicoReported employees: 1,001-5,000 | Miguel Hidalgo, Mexico | 1,001-5,000 | Exact match | 279 contacts → |
“En Banco PagaTodo queremos evolucionar la manera en que las personas gestionan su dinero a través de innovadoras herramientas digitales.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Albertalbert.comHQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 264 contacts → |
“We believe in making money simple.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  STASHstash.comHQ: NY, United StatesReported employees: 201-500 | NY, United States | 201-500 | Exact match | 240 contacts → |
“Stash is a personal finance app that makes investing easy and affordable for millions of Americans.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 4,390 company matches
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Financial coaching platforms: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
4,381 records in the displayed employee bands.
9 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 4,390 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
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 States1,325
- Financial coaching platforms based in India303
- Financial coaching platforms based in the United Kingdom214
- Financial coaching platforms based in Brazil172
- Financial coaching platforms based in Canada145
- Financial coaching platforms based in Australia129
- Financial coaching platforms based in the Netherlands91
- Financial coaching platforms based in Germany87
- Financial coaching platforms based in South Africa67
- Financial coaching platforms based in France63
- Financial coaching platforms based in Mexico50
- Financial coaching platforms based in Switzerland25
Cities
- Financial coaching platforms based in London, United Kingdom118
- Financial coaching platforms based in New York, United States79
- Financial coaching platforms based in Bangalore, India51
- Financial coaching platforms based in Sao Paulo, Brazil51
- Financial coaching platforms based in Mumbai, India43
- Financial coaching platforms based in Toronto, Canada39
- Financial coaching platforms based in San Francisco, United States38
- Financial coaching platforms based in Sydney, Australia35
- Financial coaching platforms based in Atlanta, United States32
- Financial coaching platforms based in Los Angeles, United States29
- Financial coaching platforms based in Boston, United States28
- Financial coaching platforms based in Austin, United States27
- Financial coaching platforms based in Chicago, United States27
Questions about this company list
What does Exact match mean for financial coaching platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial coaching platforms did RevenueBase find worldwide?
The saved snapshot records 4,390 matching company records, 50,529 tracked contacts and 11,301 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 financial coaching platforms worldwide. Snapshot: November 5, 2026. https://revenuebase.ai/companies/browse/financial-coaching-platforms.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 financial coaching platforms worldwide
RevenueBase records 4,390 matching company records for financial coaching platforms worldwide, with 50,529 tracked contacts and 11,301 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial coaching platforms worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Oportunoportun.com HQ: San Mateo, CA, United StatesReported employees: 1,001-5,000 | San Mateo, CA, United States | 1,001-5,000 | Exact match | 3,419 contacts → |
“Oportun (Nasdaq: OPRT) is a mission-driven financial services company that puts its members' financial goals within reach.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | GFI Global Financial Impactglobalfinancialimpact.com HQ: United StatesReported employees: 1,001-5,000 | United States | 1,001-5,000 | Exact match | 3,252 contacts → |
“GFI is a platform that connects individuals and organizations with the resources and expertise to unlock their financial potential and drive positive change in their lives and the…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | First Command Financial Services, INCfirstcommand.com HQ: Fort Worth, NM, United StatesReported employees: Not recorded | Fort Worth, NM, United States | Not recorded | Exact match | 3,065 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 | CHIMEchime.com HQ: San Francisco, IL, United StatesReported employees: 1,001-5,000 | San Francisco, IL, United States | 1,001-5,000 | Exact match | 2,463 contacts → |
“Chime was created because we believe everyone can unlock financial progress, and we want to develop solutions and services to empower people to succeed.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Personal Capitalpersonalcapital.com HQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 1,247 contacts → |
“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | NEO Financialneofinancial.com HQ: Calgary, AB, CanadaReported employees: 501-1,000 | Calgary, AB, Canada | 501-1,000 | Exact match | 1,045 contacts → |
“Neo is a Canadian financial technology company built to help people get what they’ve earned.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 1 Finance1finance.org.in HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 1,032 contacts → |
“Most financial advice is built around products.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Nerdwalletnerdwallet.com HQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 854 contacts → |
“NerdWallet is on a mission to help provide clarity for consumers and SMBs so they can make financial decisions with confidence.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Jupiterjupiter.money HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 836 contacts → |
“Jupiter is an all things money app with one simple aim – to deliver a financial experience that keeps pace with you.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Achieveachieve.com HQ: HQ not recordedReported employees: 1,001-5,000 | HQ not recorded | 1,001-5,000 | Exact match | 798 contacts → |
“Achieve is the leader in digital personal finance, built to help everyday people thrive.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Freedom Financial Networkfreedomfinancialnetwork.com HQ: San Mateo, CA, United StatesReported employees: 1,001-5,000 | San Mateo, CA, United States | 1,001-5,000 | Exact match | 748 contacts → |
“Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Forbes Advisorforbesadvisor.com HQ: Jersey City, United StatesReported employees: 201-500 | Jersey City, United States | 201-500 | Exact match | 729 contacts → |
“Forbes Advisor is a global platform dedicated to helping consumers make the best financial choices for their individual lives.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | 1 Clubonepercentclub.io HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 725 contacts → |
“1% Club is an education-led fintech platform that helps people make smarter decisions with their money.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | CLEOmeetcleo.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 635 contacts → |
“Cleo was founded in 2016 by people who'd been burned by banks and frustrated by a financial system that wasn't built for the people using it.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Acornsacorns.com HQ: Irvine, CA, United StatesReported employees: 501-1,000 | Irvine, CA, United States | 501-1,000 | Exact match | 545 contacts → |
“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.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | MONEYmoney.com HQ: Dorado, United StatesReported employees: 51-200 | Dorado, United States | 51-200 | Exact match | 368 contacts → |
“Money is committed to helping readers take charge of their finances and their futures.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Applied Data Financeapplieddatafinance.com HQ: San Diego, United StatesReported employees: 201-500 | San Diego, United States | 201-500 | Exact match | 366 contacts → |
“Applied Data Finance (ADF) is a consumer-focused fintech company leveraging the power of people, data, analytics, and technology to help consumers achieve financial success and…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | KOHOkoho.ca HQ: Vancouver, BC, CanadaReported employees: 201-500 | Vancouver, BC, Canada | 201-500 | Exact match | 360 contacts → |
“KOHO is one seamless platform for your money and life.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Currentcurrent.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 342 contacts → |
“Current is a leading U.S.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Grupo Bárymontbarymont.com HQ: Madrid, SpainReported employees: 201-500 | Madrid, Spain | 201-500 | Exact match | 336 contacts → |
“Quiénes somos?” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Smartassetsmartasset.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 293 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Rocket Moneyrocketmoney.com HQ: Silver Spring, MD, United StatesReported employees: 201-500 | Silver Spring, MD, United States | 201-500 | Exact match | 293 contacts → |
“Rocket Money is a leading personal finance app with a mission to help everyone money.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Banco Pagatodopagatodo.com HQ: Miguel Hidalgo, MexicoReported employees: 1,001-5,000 | Miguel Hidalgo, Mexico | 1,001-5,000 | Exact match | 279 contacts → |
“En Banco PagaTodo queremos evolucionar la manera en que las personas gestionan su dinero a través de innovadoras herramientas digitales.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Albertalbert.com HQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 264 contacts → |
“We believe in making money simple.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | STASHstash.com HQ: NY, United StatesReported employees: 201-500 | NY, United States | 201-500 | Exact match | 240 contacts → |
“Stash is a personal finance app that makes investing easy and affordable for millions of Americans.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 4,390 company matches
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Financial coaching platforms: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
4,381 records in the displayed employee bands.
9 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 4,390 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
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 States1,325
- Financial coaching platforms based in India303
- Financial coaching platforms based in the United Kingdom214
- Financial coaching platforms based in Brazil172
- Financial coaching platforms based in Canada145
- Financial coaching platforms based in Australia129
- Financial coaching platforms based in the Netherlands91
- Financial coaching platforms based in Germany87
- Financial coaching platforms based in South Africa67
- Financial coaching platforms based in France63
- Financial coaching platforms based in Mexico50
- Financial coaching platforms based in Switzerland25
Cities
- Financial coaching platforms based in London, United Kingdom118
- Financial coaching platforms based in New York, United States79
- Financial coaching platforms based in Bangalore, India51
- Financial coaching platforms based in Sao Paulo, Brazil51
- Financial coaching platforms based in Mumbai, India43
- Financial coaching platforms based in Toronto, Canada39
- Financial coaching platforms based in San Francisco, United States38
- Financial coaching platforms based in Sydney, Australia35
- Financial coaching platforms based in Atlanta, United States32
- Financial coaching platforms based in Los Angeles, United States29
- Financial coaching platforms based in Boston, United States28
- Financial coaching platforms based in Austin, United States27
- Financial coaching platforms based in Chicago, United States27
Questions about this company list
What does Exact match mean for financial coaching platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial coaching platforms did RevenueBase find worldwide?
The saved snapshot records 4,390 matching company records, 50,529 tracked contacts and 11,301 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
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Cite this list
RevenueBase Data Team. Top 25 financial coaching platforms worldwide. Snapshot: November 5, 2026. https://revenuebase.ai/companies/browse/financial-coaching-platforms.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗