Company lists · Data refreshed September 2026

Top 25 Financial planning software consultants worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 3,228 companies tracked

RevenueBase identified 3,228 financial planning software consultants worldwide as of September 2026 and tracks 21,614 professional contacts across them, including 6,775 with verified work emails. The United States is the largest market and Sao Paulo the largest hub.

This list covers financial planning software consultants 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 software consultants 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

3,228Companies

21,614Contacts tracked

6,775Verified emails

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The 25 largest financial planning software consultants worldwide

Ranked by team size

Top 25 of 3,228 financial planning software consultants 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 software consultants: 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	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
2	Intelliflo	Strong evidence	Wimbledon, United KingdomHQ checked Sep 28, 2026	201-500	485 contacts →
	Strong 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
3	EDO Finance	Indirect evidence	Praha 11, Czech RepublicHQ checked Sep 28, 2026	201-500	306 contacts →
	Indirect evidence “Jsme zdravá síla ve světě financí a realit.” Source: RevenueBase Database · checked Sep 28, 2026
4	Benchmark Capital	Strong evidence	United KingdomHQ checked Sep 28, 2026	201-500	297 contacts →
	Strong evidence “We set the benchmark for financial planning advice, technology and solutions.” Source: RevenueBase Database · checked Sep 28, 2026
5	Coastal Wealth	Partial evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 28, 2026	51-200	263 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 28, 2026
6	Cornerstone Advisors	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	201-500	256 contacts →
	Indirect evidence “For over 20 years, Cornerstone Advisors has delivered gritty insights, bold strategies and data-driven solutions to build smarter banks, credit unions and fintechs.” Source: RevenueBase Database · checked Sep 28, 2026
7	Conquest Planning	Strong evidence	Winnipeg, MB, CanadaHQ checked Sep 28, 2026	51-200	180 contacts →
	Strong evidence “Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Source: RevenueBase Database · checked Sep 28, 2026
8	Swiss Life Select Österreich Gmbh	Indirect evidence	Vienna, AustriaHQ checked Sep 28, 2026	51-200	174 contacts →
	Indirect evidence “Wesentliche Eckpfeiler des zukunftsweisenden Geschäftsmodells von Swiss Life Select bilden der ganzheitliche Betreuungsansatz, die standardisierte Beratung und die offene…” Source: RevenueBase Database · checked Sep 28, 2026
9	SSI Consulting	Partial evidence	Vienna, VA, United StatesHQ checked Sep 28, 2026	201-500	165 contacts →
	Partial evidence “Since 1983 SSi Consulting has been helping our customers with accounting and ERP software selection, implementation, consulting, support, training and cloud services.” Source: RevenueBase Database · checked Sep 28, 2026
10	Rightcapital	Strong evidence	Shelton, CT, United StatesHQ checked Sep 28, 2026	51-200	148 contacts →
	Strong evidence “RightCapital is financial planning software done right.” Source: RevenueBase Database · checked Sep 28, 2026
11	Planlogic	Strong evidence	Chippendale, AustraliaHQ checked Sep 28, 2026	51-200	145 contacts →
	Strong evidence “Planlogic specialises in providing financial planning solutions which simplify the advice process for financial advisers throughout Australia.” Source: RevenueBase Database · checked Sep 28, 2026
12	Clearwater Wealth Management	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	135 contacts →
	Partial evidence “Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Source: RevenueBase Database · checked Sep 28, 2026
13	Blytheco	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 28, 2026	51-200	133 contacts →
	Indirect evidence “For over 45 years, Blytheco has been the transformation partner of choice for over companies nationwide.” Source: RevenueBase Database · checked Sep 28, 2026
14	The Pinnacle Group	Indirect evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	51-200	116 contacts →
	Indirect evidence “ANYONE CAN OFFER; NOT JUST ANYONE CAN IMPLEMENT.” Source: RevenueBase Database · checked Sep 28, 2026
15	ELIRE	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 28, 2026	51-200	103 contacts →
	Partial evidence “Elire is a Minneapolis based full-service software consulting firm created from the merging of several successful software consulting firms.” Source: RevenueBase Database · checked Sep 28, 2026
16	CFO Solutions	Strong evidence	Amherst, MA, United StatesHQ checked Sep 28, 2026	51-200	98 contacts →
	Strong evidence “CFO Solutions was founded by industry professionals with expertise as software developers, “Big 4” consultants, and Corporate Controller/CPAs.” Source: RevenueBase Database · checked Sep 28, 2026
17	Finnovate	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	11-50	96 contacts →
	Partial evidence “At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.” Source: RevenueBase Database · checked Sep 28, 2026
18	FA Advisory SDN BHD	Partial evidence	Kuala Lumpur, MalaysiaHQ checked Sep 28, 2026	51-200	96 contacts →
	Partial evidence “FA Advisory Sdn Bhd is licensed under the Financial Services Act 2013 by Bank Negara Malaysia to conduct the business of a financial adviser.” Source: RevenueBase Database · checked Sep 28, 2026
19	Lifetime	Indirect evidence	Christchurch, New ZealandHQ checked Sep 28, 2026	51-200	93 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
20	Quilter Cheviot	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	93 contacts →
	Strong evidence “Quilter Cheviot’s Financial Planners provide forward-looking financial advice that helps you navigate the complexities of planning for your future.” Source: RevenueBase Database · checked Sep 28, 2026
21	Netpartners	Strong evidence	Sao Paulo, BrazilHQ checked Sep 28, 2026	51-200	90 contacts →
	Strong evidence “Netpartners brings value and meaningful contributions to sales and financial areas through business consulting, services and technology planning, and performance management.” Source: RevenueBase Database · checked Sep 28, 2026
22	Intellicents	Partial evidence	Albert Lea, MN, United StatesHQ checked Sep 28, 2026	51-200	87 contacts →
	Partial evidence “intellicents is an independent, employee-owned financial advisory firm built with a long-term vision: to help individuals, families, and organizations achieve clarity, confidence…” Source: RevenueBase Database · checked Sep 28, 2026
23	EV	Indirect evidence	Newbury Business Park, United KingdomHQ checked Sep 28, 2026	51-200	86 contacts →
	Indirect evidence “For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Source: RevenueBase Database · checked Sep 28, 2026
24	Amber River True Bearing	Partial evidence	Chorley, United KingdomHQ checked Sep 28, 2026	51-200	84 contacts →
	Partial evidence “Amber River True Bearing.the new name for True Bearing Chartered Financial Planners” Source: RevenueBase Database · checked Sep 28, 2026
25	Henssler Financial	Partial evidence	Kennesaw, GA, United StatesHQ checked Sep 28, 2026	51-200	82 contacts →
	Partial evidence “Henssler Financial is one of the largest independent financial advisory firms in Atlanta.” 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 software consultants. 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 software consultants.
Partial evidence: Its own public description names part of financial planning software consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning software consultants. 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 3,228 financial planning software consultants worldwide

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Financial planning software consultants worldwide at a glance

As of Sep 28, 2026

31.3%Verified-email coverage

6.7Average contacts per company

1-10Median size (employees)

1.5%Largest-city concentration · Sao Paulo

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

2,432

11-50

613

51-200

135

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 software consultants, 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 software consultants are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “financial planning software consultants”. 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 software consultants), 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 software consultants, 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, 6,775 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 software consultants by location

15 lists · largest first

Every Financial planning software consultants 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 software consultants, 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 software consultants are there worldwide?

RevenueBase identified 3,228 financial planning software consultants 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?

Emoney Advisor, headquartered in Radnor, tops this list with the largest team on record.

Which country has the most financial planning software consultants?

The United States leads with 1,194 companies, followed by the United Kingdom (276) and India (190). Every financial planning software consultants list by country and city is linked on this page.

Which city has the most financial planning software consultants?

Sao Paulo leads with 49 headquartered companies, followed by London (46) and Toronto (33).

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 6,775 verified decision-maker contacts tracked across these 3,228 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.