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 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 financial planning 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 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 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 28, 2026 86% judged on-target in blind review

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 financial planning platforms worldwide, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Sanlam	Indirect evidence	Polokwane, United StatesHQ checked Sep 28, 2026	10001+	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 28, 2026
2	IG Wealth Management	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 28, 2026	5,001-10,000	6,589 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 28, 2026
3	FNZ	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	5,001-10,000	4,802 contacts →
	Indirect evidence “FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.” Source: RevenueBase Database · checked Sep 28, 2026
4	Equitable Advisors	Partial evidence	United StatesHQ checked Sep 28, 2026	5,001-10,000	4,468 contacts →
	Partial evidence “At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Source: RevenueBase Database · checked Sep 28, 2026
5	GROWW	Strong evidence	Bengaluru, IndiaHQ checked Sep 28, 2026	501-1,000	2,165 contacts →
	Strong evidence “We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Source: RevenueBase Database · checked Sep 28, 2026
6	Goldman Sachs Ayco	Strong evidence	Cohoes, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,452 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
7	Personal Capital	Indirect evidence	Redwood City, CA, United StatesHQ checked Sep 28, 2026	201-500	1,168 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 28, 2026
8	ORION	Partial evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,042 contacts →
	Partial evidence “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Source: RevenueBase Database · checked Sep 28, 2026
9	Investcloud, INC	Partial evidence	West Hollywood, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	992 contacts →
	Partial evidence “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Source: RevenueBase Database · checked Sep 28, 2026
10	Assetmark	Indirect evidence	Concord, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	982 contacts →
	Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
11	Banca Widiba	Indirect evidence	Milano, ItalyHQ checked Sep 28, 2026	201-500	838 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
12	Hub24 Limited	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	501-1,000	750 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
13	Vena Solutions	Partial evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	501-1,000	748 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
14	Jupiter	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	501-1,000	691 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 28, 2026
15	Betterment	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	635 contacts →
	Indirect evidence “Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Source: RevenueBase Database · checked Sep 28, 2026
16	Emoney Advisor	Indirect evidence	Radnor, PA, United StatesHQ checked Sep 28, 2026	501-1,000	615 contacts →
	Indirect evidence “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Source: RevenueBase Database · checked Sep 28, 2026
17	1 Club	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	201-500	553 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 28, 2026
18	CLEO	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	500 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
19	Florida Financial Advisors	Strong evidence	Tampa, FL, United StatesHQ checked Sep 28, 2026	51-200	487 contacts →
	Strong evidence “Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm dedicated to building lasting relationships with clients while providing…” Source: RevenueBase Database · checked Sep 28, 2026
20	Intelliflo	Partial evidence	Wimbledon, United KingdomHQ checked Sep 28, 2026	201-500	485 contacts →
	Partial evidence “intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business.” Source: RevenueBase Database · checked Sep 28, 2026
21	Convoy Global Holdings Limited	Strong evidence	Wan Chai, Hong KongHQ checked Sep 28, 2026	1,001-5,000	459 contacts →
	Strong evidence “Convoy Global Holdings Limited is a versatile financial institution that has rooted in Hong Kong since 1993 with core business in financial planning consulting.” Source: RevenueBase Database · checked Sep 28, 2026
22	Farther	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	452 contacts →
	Indirect evidence “Welcome to Intelligent Wealth.” Source: RevenueBase Database · checked Sep 28, 2026
23	Moneybox	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	443 contacts →
	Partial evidence “Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.” Source: RevenueBase Database · checked Sep 28, 2026
24	Wealthfront	Indirect evidence	Palo Alto, CA, United StatesHQ checked Sep 28, 2026	201-500	416 contacts →
	Indirect evidence “Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition.” Source: RevenueBase Database · checked Sep 28, 2026
25	St. James's Place Asia & Middle East	Indirect evidence	SingaporeHQ checked Sep 28, 2026	1,001-5,000	405 contacts →
	Indirect evidence “We specialise in expert, one-to-one advice.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial planning platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial planning platforms.
Partial evidence: Its own public description names part of financial planning platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 10,207 financial planning platforms worldwide

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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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial planning 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: Every country. Country and city lists for financial planning platforms are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “financial planning 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 planning 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 planning 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, 43,536 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 28, 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 planning platforms by location

50 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 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 planning 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 planning platforms are there worldwide?

RevenueBase identified 10,207 financial planning 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?

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

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 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 43,536 verified decision-maker contacts tracked across these 10,207 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 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 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.