Company lists · Data refreshed September 2026

Top 25 Financial planning platforms worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 10,207 companies tracked

RevenueBase identified 10,207 company matches for financial planning platforms worldwide as of September 2026 and tracks 120,250 professional contacts across them, including 43,536 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for financial planning 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 September 28, 2026. Country and city lists for financial planning 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

10,207Companies

120,250Contacts tracked

43,536Verified emails

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The 25 largest financial planning platforms worldwide

Ranked by team size

Top 25 of 10,207 company matches for financial planning platforms 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	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
2	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
3	FNZ	Exact match	London, United KingdomHQ recorded Sep 28, 2026	5,001-10,000	4,802 contacts →
	Exact match “FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	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
5	GROWW	Exact match	Bengaluru, IndiaHQ recorded Sep 28, 2026	501-1,000	2,165 contacts →
	Exact match “We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	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
7	Personal Capital	Exact match	Redwood City, CA, United StatesHQ recorded Sep 28, 2026	201-500	1,168 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 · Sep 28, 2026 · View company records in RevenueBase
8	ORION	Exact match	Omaha, NE, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,042 contacts →
	Exact match “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Investcloud, INC	Exact match	West Hollywood, CA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	992 contacts →
	Exact match “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Assetmark	Exact match	Concord, CA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	982 contacts →
	Exact match “AssetMark, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Banca Widiba	Exact match	Milano, ItalyHQ recorded Sep 28, 2026	201-500	838 contacts →
	Exact match “Un punto di riferimento sul mercato per l’innovazione e per il modello di business unico basato sul binomio tra digitale e relazione, Banca Widiba offre una piattaforma online…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Hub24 Limited	Exact match	Sydney, AustraliaHQ recorded Sep 28, 2026	501-1,000	750 contacts →
	Exact match “HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Vena Solutions	Exact match	Toronto, ON, CanadaHQ recorded Sep 28, 2026	501-1,000	748 contacts →
	Exact match “Vena’s Complete FP & A Platform empowers finance and accounting teams to plan with confidence, collaborate across the business, and go from data to decisions faster-all while…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Jupiter	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	501-1,000	691 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 · Sep 28, 2026 · View company records in RevenueBase
15	Betterment	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	501-1,000	635 contacts →
	Exact match “Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Emoney Advisor	Exact match	Radnor, PA, United StatesHQ recorded Sep 28, 2026	501-1,000	615 contacts →
	Exact match “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	1 Club	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	201-500	553 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 · Sep 28, 2026 · View company records in RevenueBase
18	CLEO	Exact match	London, United KingdomHQ recorded Sep 28, 2026	201-500	500 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 · Sep 28, 2026 · View company records in RevenueBase
19	Florida Financial Advisors	Exact match	Tampa, FL, United StatesHQ recorded Sep 28, 2026	51-200	487 contacts →
	Exact match “Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm dedicated to building lasting relationships with clients while providing…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Intelliflo	Exact match	Wimbledon, United KingdomHQ recorded Sep 28, 2026	201-500	485 contacts →
	Exact match “intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Convoy Global Holdings Limited	Exact match	Wan Chai, Hong KongHQ recorded Sep 28, 2026	1,001-5,000	459 contacts →
	Exact match “Convoy Global Holdings Limited is a versatile financial institution that has rooted in Hong Kong since 1993 with core business in financial planning consulting.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Farther	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	501-1,000	452 contacts →
	Exact match “Welcome to Intelligent Wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Moneybox	Exact match	London, United KingdomHQ recorded Sep 28, 2026	201-500	443 contacts →
	Exact match “Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Wealthfront	Exact match	Palo Alto, CA, United StatesHQ recorded Sep 28, 2026	201-500	416 contacts →
	Exact match “Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	St. James's Place Asia & Middle East	Exact match	SingaporeHQ recorded Sep 28, 2026	1,001-5,000	405 contacts →
	Exact match “We specialise in expert, one-to-one advice.” 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 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 10,207 financial planning platforms worldwide

See the full list, filter by size, metro and specialty, and access 43,536 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning platforms worldwide at a glance

As of Sep 28, 2026

36.2%Verified-email coverage

11.8Average contacts per company

1-10Median size (employees)

2.5%Largest-city concentration · London

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

7,633

11-50

1,997

51-200

383

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 planning platforms are linked below.
What qualifies: Company records worldwide whose business descriptions match “financial planning 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 43,536 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 platforms by location

49 lists · largest first

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

How many financial planning platforms are there worldwide?

RevenueBase identified 10,207 company matches for financial planning platforms 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 planning platforms?

The United States leads with 3,837 companies, followed by the United Kingdom (1,099) and India (1,002). Every financial planning platforms list by country and city is linked on this page.

Which city has the most financial planning platforms?

London leads with 255 company records, followed by Mumbai (149) and New York (103).

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 43,536 professional contacts with verified work emails tracked across these 10,207 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.