Company lists · Data refreshed September 2026

Top 25 Financial coaching services worldwide

RevenueBase identified 12,142 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 financial coaching services 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 19, 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 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
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 financial coaching services worldwide, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to financial coaching services: 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 evidencePolokwane, United StatesHQ checked Sep 19, 202610001+14,682 contacts →

Indirect evidence

“We’ve finally given a name to that special something a person exudes when they have a plan for their finances.”

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceWinnipeg, MB, CanadaHQ checked Sep 19, 20265,001-10,0006,589 contacts →

Partial evidence

“Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.”

Source: RevenueBase Database · checked Sep 19, 2026
3Partial evidenceUnited StatesHQ checked Sep 19, 20265,001-10,0004,468 contacts →

Partial evidence

“At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceFort Worth, TX, United StatesHQ checked Sep 19, 2026501-1,0002,885 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
5Partial evidenceLittleton, CO, United StatesHQ checked Sep 19, 2026501-1,000537 contacts →

Partial evidence

“Five Rings Financial was founded with a simple yet groundbreaking objective: to educate Middle Americans in the art of how money works.”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceStafford, TX, United StatesHQ checked Sep 19, 2026201-500533 contacts →

Partial evidence

“Money Management International (MMI) is changing the way financial challenges are solved.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceBirmingham, United KingdomHQ checked Sep 19, 2026501-1,000489 contacts →

Indirect evidence

“Ready to make baffling jargon and unclear advice a thing of the past?”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceSingaporeHQ checked Sep 19, 20261,001-5,000405 contacts →

Indirect evidence

“We specialise in expert, one-to-one advice.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceFaerie Glen, South AfricaHQ checked Sep 19, 2026501-1,000403 contacts →

Indirect evidence

“At attooh!”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceNew York, United StatesHQ checked Sep 19, 202651-200348 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceMadrid, SpainHQ checked Sep 19, 2026201-500331 contacts →

Indirect evidence

“Quiénes somos?”

Source: RevenueBase Database · checked Sep 19, 2026
12Partial evidenceAustin, TX, United StatesHQ checked Sep 19, 202651-200306 contacts →

Partial evidence

“49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.”

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidenceMelbourne, AustraliaHQ checked Sep 19, 2026201-500295 contacts →

Partial evidence

“Viridian Financial Group is a leading Australian diversified financial services business.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceLenexa, KS, United StatesHQ checked Sep 19, 2026201-500280 contacts →

Indirect evidence

“We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.”

Source: RevenueBase Database · checked Sep 19, 2026
15Partial evidenceFort Lauderdale, FL, United StatesHQ checked Sep 19, 202651-200263 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 19, 2026
16Partial evidenceNottingham, United KingdomHQ checked Sep 19, 2026201-500262 contacts →

Partial evidence

“Wren Sterling is a nationwide independent financial planning business with multiple offices across the UK.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 19, 2026n/a229 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceNoida, IndiaHQ checked Sep 19, 202651-200226 contacts →

Indirect evidence

“FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).”

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidenceWest Palm Beach, FL, United StatesHQ checked Sep 19, 2026201-500224 contacts →

Partial evidence

“We believe financial planning, when done right, is essential to living well.”

Source: RevenueBase Database · checked Sep 19, 2026
20Partial evidenceAdliswil, SwitzerlandHQ checked Sep 19, 2026201-500212 contacts →

Partial evidence

“Since 2005, we have been operating as a successful company in the Swiss financial industry.”

Source: RevenueBase Database · checked Sep 19, 2026
21Strong evidenceRoanoke, United StatesHQ checked Sep 19, 2026n/a200 contacts →

Strong evidence

“Results Financia Coaching

Source: RevenueBase Database · checked Sep 19, 2026
22Strong evidenceSouthport, AustraliaHQ checked Sep 19, 202651-200190 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 19, 2026
23Indirect evidenceAdelaide, AustraliaHQ checked Sep 19, 2026201-500187 contacts →

Indirect evidence

“MyBudget is dedicated to helping people live a life free from money worries by gaining control of their finances and managing personal debt.”

Source: RevenueBase Database · checked Sep 19, 2026
24Partial evidenceSydney, AustraliaHQ checked Sep 19, 202651-200181 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidencePorto Alegre, BrazilHQ checked Sep 19, 2026201-500180 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 12,142 financial coaching services worldwide

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Financial coaching services worldwide at a glance

As of Sep 19, 2026
29.0%Verified-email coverage
7.5Average contacts per company
1-10Median size (employees)
1.3%Largest-city concentration · London
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
9,854
11-50
1,831
51-200
292
201-500
79
501-1,000
20
1,001-5,000
8
5,001-10,000
5
10001+
16

Email recency is reported on each country list linked below.

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 services, 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
Every country. Country and city lists for financial coaching services are linked below.
What qualifies
Companies worldwide whose own description of what they do matches “financial coaching services”. 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 services), 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 services, 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, 26,392 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 on September 19, 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 services by location

44 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 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 services, 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 services are there worldwide?

RevenueBase identified 12,142 financial coaching services 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?

Sanlam, headquartered in Polokwane, tops this list with the largest team on record.

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 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 26,392 verified decision-maker contacts tracked across these 12,142 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 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.