Company lists · Data refreshed September 2026

Top 25 Financial coaching services worldwide

Name: Financial coaching services worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 12,142 companies tracked

RevenueBase identified 12,142 company matches for financial coaching services worldwide as of September 2026 and tracks 91,056 professional contacts across them, including 26,392 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for financial coaching services 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 financial coaching services 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

12,142Companies

91,056Contacts tracked

26,392Verified emails

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The 25 largest financial coaching services worldwide

Ranked by team size

Top 25 of 12,142 company matches for financial coaching services 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	Sanlam	Exact match	Polokwane, United StatesHQ recorded Sep 20, 2026	10001+	14,682 contacts →
	Exact match “We’ve finally given a name to that special something a person exudes when they have a plan for their finances.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	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
3	Equitable Advisors	Exact match	United StatesHQ recorded Sep 20, 2026	5,001-10,000	4,468 contacts →
	Exact match “At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	First Command Financial Services, INC	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 20, 2026	501-1,000	2,885 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Five Rings Financial, LLC	Exact match	Littleton, CO, United StatesHQ recorded Sep 20, 2026	501-1,000	537 contacts →
	Exact match “Five Rings Financial was founded with a simple yet groundbreaking objective: to educate Middle Americans in the art of how money works.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Money Management International MMI	Exact match	Stafford, TX, United StatesHQ recorded Sep 20, 2026	201-500	533 contacts →
	Exact match “Money Management International (MMI) is changing the way financial challenges are solved.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Ascot Lloyd	Exact match	Birmingham, United KingdomHQ recorded Sep 20, 2026	501-1,000	489 contacts →
	Exact match “Ready to make baffling jargon and unclear advice a thing of the past?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	St. James's Place Asia & Middle East	Exact match	SingaporeHQ recorded Sep 20, 2026	1,001-5,000	405 contacts →
	Exact match “We specialise in expert, one-to-one advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Attooh	Exact match	Faerie Glen, South AfricaHQ recorded Sep 20, 2026	501-1,000	403 contacts →
	Exact match “At attooh!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	MONEY	Exact match	New York, United StatesHQ recorded Sep 20, 2026	51-200	348 contacts →
	Exact match “Money is committed to helping readers take charge of their finances and their futures.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Grupo Bárymont	Exact match	Madrid, SpainHQ recorded Sep 20, 2026	201-500	331 contacts →
	Exact match “Quiénes somos?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	49 Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 20, 2026	51-200	306 contacts →
	Exact match “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Viridian Financial Group	Exact match	Melbourne, AustraliaHQ recorded Sep 20, 2026	201-500	295 contacts →
	Exact match “Viridian Financial Group is a leading Australian diversified financial services business.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Modern Wealth Management	Exact match	Lenexa, KS, United StatesHQ recorded Sep 20, 2026	201-500	280 contacts →
	Exact match “We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Coastal Wealth	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 20, 2026	51-200	263 contacts →
	Exact match “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Wren Sterling	Exact match	Nottingham, United KingdomHQ recorded Sep 20, 2026	201-500	262 contacts →
	Exact match “Wren Sterling is a nationwide independent financial planning business with multiple offices across the UK.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Small Business Services	Exact match	Atlanta, GA, United StatesHQ recorded Sep 20, 2026	n/a	229 contacts →
	Exact match “Founded in 1990 in Atlanta, Georgia, Small Business Services is part of LedgerWay, a tax, accounting, and advisory firm built for small businesses and entrepreneurs who are…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Fincart Financial Planners	Exact match	Noida, IndiaHQ recorded Sep 20, 2026	51-200	226 contacts →
	Exact match “FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	FACET	Exact match	West Palm Beach, FL, United StatesHQ recorded Sep 20, 2026	201-500	224 contacts →
	Exact match “We believe financial planning, when done right, is essential to living well.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Svag Schweizer Vermögensberatung AG	Exact match	Adliswil, SwitzerlandHQ recorded Sep 20, 2026	201-500	212 contacts →
	Exact match “Since 2005, we have been operating as a successful company in the Swiss financial industry.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	County Of Roanoke	Exact match	Roanoke, United StatesHQ recorded Sep 20, 2026	n/a	200 contacts →
	Exact match “Results Financia Coaching” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Infinity Group	Exact match	Southport, AustraliaHQ recorded Sep 20, 2026	51-200	190 contacts →
	Exact match “Infinity Group Coaching is a multi‑award‑winning financial services business helping Australians take control of their finances and build long‑term wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Mybudget	Exact match	Adelaide, AustraliaHQ recorded Sep 20, 2026	201-500	187 contacts →
	Exact match “MyBudget is dedicated to helping people live a life free from money worries by gaining control of their finances and managing personal debt.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Bridges Financial Services	Exact match	Sydney, AustraliaHQ recorded Sep 20, 2026	51-200	181 contacts →
	Exact match “At Bridges, we believe financial advice genuinely makes a difference and it is our mission to help all our clients live a brighter financial future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Liberta Investimentos	Exact match	Porto Alegre, BrazilHQ recorded Sep 20, 2026	201-500	180 contacts →
	Exact match “A trajetória da Liberta começou em uma sala de aula com 30 alunos em Porto Alegre, e hoje somos um dos maiores escritórios credenciados à XP Investimentos no Brasil.” 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 “financial coaching services”. 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 12,142 financial coaching services worldwide

See the full list, filter by size, metro and specialty, and access 26,392 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial coaching services worldwide at a glance

As of Sep 20, 2026

29.0%Verified-email coverage

7.5Average contacts per company

1-10Median size (employees)

1.3%Largest-city concentration · London

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

9,854

11-50

1,831

51-200

292

201-500

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 financial coaching services are linked below.
What qualifies: Company records worldwide whose business descriptions match “financial coaching services” 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 26,392 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.

Financial coaching services by location

45 lists · largest first

Every Financial coaching services 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 “financial coaching services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial coaching services are there worldwide?

RevenueBase identified 12,142 company matches for financial coaching services 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?

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

Which country has the most financial coaching services?

The United States leads with 4,819 companies, followed by the United Kingdom (838) and Australia (791). Every financial coaching services list by country and city is linked on this page.

Which city has the most financial coaching services?

London leads with 157 company records, followed by Sao Paulo (134) and New York (91).

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 26,392 professional contacts with verified work emails tracked across these 12,142 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.