Company lists · Data refreshed September 2026

Top 25 Financial planning outsourcing companies worldwide

Name: Financial planning outsourcing companies worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 29,513 companies tracked

RevenueBase identified 29,513 company matches for financial planning outsourcing companies worldwide as of September 2026 and tracks 294,930 professional contacts across them, including 102,303 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for financial planning outsourcing companies 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 28, 2026. Country and city lists for financial planning outsourcing companies 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 28, 2026 How this list was built

29,513Companies

294,930Contacts tracked

102,303Verified emails

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The 25 largest financial planning outsourcing companies worldwide

Ranked by team size

Top 25 of 29,513 company matches for financial planning outsourcing companies worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Sanlam	Exact match	Polokwane, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
3	Transamerica	Exact match	Baltimore, IL, United StatesHQ recorded Sep 28, 2026	5,001-10,000	11,582 contacts →
	Exact match “Longer lifespans are changing the way we exist.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Profuturo	Exact match	MexicoHQ recorded Sep 28, 2026	1,001-5,000	8,710 contacts →
	Exact match “Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
6	Equitable Advisors	Exact match	United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
7	St. James's Place	Exact match	Cirencester, United KingdomHQ recorded Sep 28, 2026	1,001-5,000	4,111 contacts →
	Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	UFF	Exact match	Bois-colombes, FranceHQ recorded Sep 28, 2026	501-1,000	2,390 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	MLP	Exact match	Wiesloch, GermanyHQ recorded Sep 28, 2026	1,001-5,000	2,058 contacts →
	Exact match “MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Partners Financial Services, A.S	Exact match	Praha 4 – Chodov, Czech RepublicHQ recorded Sep 28, 2026	1,001-5,000	1,775 contacts →
	Exact match “Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,768 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,661 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,491 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,482 contacts →
	Exact match “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Goldman Sachs Ayco	Exact match	Cohoes, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,452 contacts →
	Exact match “Goldman Sachs Ayco is an industry leader of company-sponsored financial planning benefits with corporate partnerships at ~500 companies, including over 50% of the Fortune 100.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	501-1,000	1,434 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	VZ Vermögenszentrum	Exact match	Zürich, SwitzerlandHQ recorded Sep 28, 2026	1,001-5,000	948 contacts →
	Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	TAX & Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	n/a	810 contacts →
	Exact match “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	BLKB	Exact match	Liestal, SwitzerlandHQ recorded Sep 28, 2026	501-1,000	758 contacts →
	Exact match “Was morgen zählt, beginnt heute.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	OVB Vermögensberatung AG	Exact match	Köln, GermanyHQ recorded Sep 28, 2026	1,001-5,000	708 contacts →
	Exact match “Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	HBK Cpas & Consultants	Exact match	Canfield, OH, United StatesHQ recorded Sep 28, 2026	501-1,000	641 contacts →
	Exact match “Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Fairstone Group LTD	Exact match	Sunderland, United KingdomHQ recorded Sep 28, 2026	1,001-5,000	593 contacts →
	Exact match “Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Chase DE Vere	Exact match	London, United KingdomHQ recorded Sep 28, 2026	201-500	589 contacts →
	Exact match “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Buzzacott	Exact match	London, United KingdomHQ recorded Sep 28, 2026	501-1,000	575 contacts →
	Exact match “Buzzacott is an accountancy and advisory firm with a long-standing history of supporting individuals, businesses, and not-for-profits.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	EP Wealth Advisors	Exact match	Torrance, CA, United StatesHQ recorded Sep 28, 2026	501-1,000	573 contacts →
	Exact match “EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Recorded in the RevenueBase company graph · Sep 28, 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 planning outsourcing companies”. 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 29,513 financial planning outsourcing companies worldwide

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Financial planning outsourcing companies worldwide at a glance

As of Sep 28, 2026

34.7%Verified-email coverage

10.0Average contacts per company

1-10Median size (employees)

1.2%Largest-city concentration · London

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

22,486

11-50

5,695

51-200

877

201-500

197

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 planning outsourcing companies are linked below.
What qualifies: Company records worldwide whose business descriptions match “financial planning outsourcing companies” 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 102,303 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 28, 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 planning outsourcing companies by location

153 lists · largest first

Every Financial planning outsourcing companies 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 planning outsourcing companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning outsourcing companies are there worldwide?

RevenueBase identified 29,513 company matches for financial planning outsourcing companies 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?

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

Which country has the most financial planning outsourcing companies?

The United States leads with 15,223 companies, followed by the United Kingdom (2,475) and Australia (1,595). Every financial planning outsourcing companies list by country and city is linked on this page.

Which city has the most financial planning outsourcing companies?

London leads with 357 company records, followed by New York (238) and Mumbai (180).

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 102,303 professional contacts with verified work emails tracked across these 29,513 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 28, 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.