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.

How to read this list RevenueBase Smart Search rating on every row Refreshed Sep 2, 2026 86% judged on-target in blind review
2,842Companies
23,475Contacts tracked
5,672Verified emails
5,054Mobile numbers
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The 25 largest financial coaching platforms worldwide

Ranked by team size
Top 25 of 2,842 financial coaching platforms worldwide, ranked by team size, largest first. Data refreshed Sep 2, 2026. RevenueBase Smart Search rates how each company's information relates to financial coaching platforms: 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
1Indirect evidenceArlington, VA, US501-1,0002,873 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 2, 2026
2Indirect evidenceAtlanta, GA, US201-5001,154 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, 2026
3Partial evidenceMumbai, IndiaHQ checked Sep 2, 2026201-500945 contacts →

Partial evidence

“Most financial advice is built around products.”

Source: RevenueBase Database · checked Sep 2, 2026
4Partial evidenceSan Francisco, CA, US501-1,000732 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, 2026
5Partial evidenceMumbai, IndiaHQ checked Sep 2, 2026501-1,000691 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, 2026
6Partial evidenceMumbai, IndiaHQ checked Sep 2, 2026201-500553 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, 2026
7Partial evidenceIrvine, CA, US501-1,000519 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, 2026
8Indirect evidenceLondon, GB201-500507 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 2, 2026
9Indirect evidenceNew York, US51-200342 contacts →

Indirect evidence

“Money is committed to helping readers take charge of their finances and their futures.”

Source: RevenueBase Database · checked Sep 2, 2026
10Indirect evidenceLeioa, ES201-500328 contacts →

Indirect evidence

“Quiénes somos?”

Source: RevenueBase Database · checked Sep 2, 2026
11Partial evidenceNew York, NY, US201-500285 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, 2026
12Indirect evidenceLos Angeles, CA, US51-200255 contacts →

Indirect evidence

“We believe in making money simple.”

Source: RevenueBase Database · checked Sep 2, 2026
13Indirect evidenceNY, US201-500241 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, 2026
14Strong evidenceSouthport, AU51-200188 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, 2026
15Partial evidenceChicago, IL, US51-200173 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, 2026
16Indirect evidenceFrankfurt, DE51-200150 contacts →

Indirect evidence

“Wir bauen Deutschlands AI-First Finanz-App.”

Source: RevenueBase Database · checked Sep 2, 2026
17Partial evidenceSan Francisco, CA, US51-200143 contacts →

Partial evidence

“Monarch is the most comprehensive platform for managing your personal finances.”

Source: RevenueBase Database · checked Sep 2, 2026
18Indirect evidencePerth, AU51-200138 contacts →

Indirect evidence

“PictureWealth connects more advice to more lives.”

Source: RevenueBase Database · checked Sep 2, 2026
19Indirect evidenceBarnsley, GB51-200128 contacts →

Indirect evidence

“Here at Lifetime, we help people understand what their money can do for them.”

Source: RevenueBase Database · checked Sep 2, 2026
20Indirect evidenceParis, FR51-200127 contacts →

Indirect evidence

“Take control of your money.”

Source: RevenueBase Database · checked Sep 2, 2026
21Partial evidenceBoston, MA, US51-200121 contacts →

Partial evidence

“Origin is your personal AI financial advisor.”

Source: RevenueBase Database · checked Sep 2, 2026
22Strong evidenceEl Segundo, CA, US51-200116 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, 2026
23Indirect evidenceBerlin, DE51-200110 contacts →

Indirect evidence

“Wir sind Finanztip, Deutschlands Geldratgeber.”

Source: RevenueBase Database · checked Sep 2, 2026
24Indirect evidenceNew York City, US51-200100 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, 2026
25Partial evidenceMX11-50100 contacts →

Partial evidence

“Proyecta Tu Futuro es una empresa 100% potosina de asesoría financiera personal.”

Source: RevenueBase Database · checked Sep 2, 2026

Showing 25 of 2,842 financial coaching platforms worldwide

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Financial coaching platforms worldwide at a glance

As of Sep 2, 2026
24.2%Verified-email coverage
21.5%Mobile-number coverage
8.3Average contacts per company
1-10Median size (employees)
3.6%Largest-city concentration · London
Sep 2, 2026Page data refreshed

Companies by employee count

1-10
2,309
11-50
402
51-200
82
201-500
22
501-1,000
9
1,001-5,000
2
5,001-10,000
1
10001+
4

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 first

Every Financial coaching platforms 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 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.