Company lists · Data refreshed October 2026

Top 25 Financial services marketing firms worldwide

Name: Financial services marketing firms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 36,833 companies tracked

RevenueBase identified 36,833 company matches for financial services marketing firms worldwide as of October 2026 and tracks 324,366 professional contacts across them, including 68,087 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for financial services marketing firms 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 October 12, 2026. Country and city lists for financial services marketing firms 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 Oct 12, 2026 How this list was built

36,833Companies

324,366Contacts tracked

68,087Verified emails

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The 25 largest financial services marketing firms worldwide

Ranked by team size

Top 25 of 36,833 company matches for financial services marketing firms worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 12, 2026	5,001-10,000	24,802 contacts →
	Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Motilal Oswal Financial Services LTD	Exact match	Mumbai, IndiaHQ recorded Oct 12, 2026	10001+	13,388 contacts →
	Exact match “Motilal Oswal Financial Services Ltd.(MOFSL) was founded in 1987 as a small sub-broking unit, with just 2 people running the show.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Stifel Financial Corp	Exact match	St. Louis, MO, United StatesHQ recorded Oct 12, 2026	5,001-10,000	7,077 contacts →
	Exact match “Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	BAIRD	Exact match	Milwaukee, WI, United StatesHQ recorded Oct 12, 2026	5,001-10,000	5,475 contacts →
	Exact match “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Bbva EN Colombia	Exact match	Bogotá, ColombiaHQ recorded Oct 12, 2026	5,001-10,000	4,668 contacts →
	Exact match “En BBVA te acompañamos para que alcances tus metas, alimentando tu confianza para que te sientas más capaz de decidir y avances con ilusión.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Western & Southern Financial Group	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	1,001-5,000	2,813 contacts →
	Exact match “Founded in Cincinnati in as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Cantor Fitzgerald	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	10001+	2,533 contacts →
	Exact match “Cantor Fitzgerald is a leading global financial services firm, serving clients from over 30 offices around the world.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	SMC Group	Exact match	New Delhi, IndiaHQ recorded Oct 12, 2026	1,001-5,000	2,221 contacts →
	Exact match “Established In 1990, SMC is a well-diversified financial services company in India offering services across brokerage (across the asset classes of equities (cash and derivatives)…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Texas Capital	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 2026	1,001-5,000	2,203 contacts →
	Exact match “Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Pt. Mandala Multifinance TBK	Exact match	Jakarta Pusat, IndonesiaHQ recorded Oct 12, 2026	10001+	2,190 contacts →
	Exact match “Per 1 Oktober 2025, akun resmi Mandala Finance pindah ke @adirafinanceid.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Informal	Exact match	GreeceHQ recorded Oct 12, 2026	5,001-10,000	1,963 contacts →
	Exact match “informal is a company based out of Greece.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Mercer Advisors	Exact match	Denver, CO, United StatesHQ recorded Oct 12, 2026	501-1,000	1,637 contacts →
	Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	TBC	Exact match	Baltimore, MD, United StatesHQ recorded Oct 12, 2026	n/a	1,309 contacts →
	Exact match “TBC is an independently owned, full-service branding, advertising and strategic communications agency with headquarters in Baltimore, Maryland, USA.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Phillipcapital	Exact match	SingaporeHQ recorded Oct 12, 2026	1,001-5,000	1,195 contacts →
	Exact match “Since its inception as a stockbroker in 1975, PhillipCapital has grown into an integrated Asian financial house with a global presence and offers a full range of quality and…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Waddell & Reed	Exact match	Shawnee Mission, KS, United StatesHQ recorded Oct 12, 2026	1,001-5,000	1,184 contacts →
	Exact match “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Phinance S.A	Exact match	Poznań, PolandHQ recorded Oct 12, 2026	1,001-5,000	940 contacts →
	Exact match “POZNAJ PHINANCE Phinance to największa niezależna firma doradztwa finansowego w Polsce, której celem jest zapewnienie spokoju i bezpieczeństwa finansowego klientów oraz budowane z…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	IVE Group	Exact match	Sydney, AustraliaHQ recorded Oct 12, 2026	1,001-5,000	914 contacts →
	Exact match “IVE Group is Australia’s largest diversified marketing company.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Edward Jones	Exact match	Palm Beach, FL, United StatesHQ recorded Oct 12, 2026	n/a	882 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	KARVY	Exact match	Mumbai, IndiaHQ recorded Oct 12, 2026	1,001-5,000	805 contacts →
	Exact match “Karvy Financial Services Ltd is a Financial Services company located in Unit No.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	NH Investment & Securities	Exact match	서울, South KoreaHQ recorded Oct 12, 2026	1,001-5,000	802 contacts →
	Exact match “NH Investment & Securities has been a trusted partner of Korea’s capital market since its founding in 1969.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Team ONE	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	201-500	739 contacts →
	Exact match “Team One was founded with one philosophical focus: to construct brands of elevated aspiration and worth by attracting affluent consumers like never before.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	Vertis Communications	Exact match	Sussex, WI, United StatesHQ recorded Oct 12, 2026	10001+	688 contacts →
	Exact match “Vertis Communications was acquired by Quad/Graphics in January 2013.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Medi Clinic	Exact match	Richardson, TX, United StatesHQ recorded Oct 12, 2026	n/a	637 contacts →
	Exact match “Medi Clinic is a Financial Services company located in 300 N Coit Rd # 255, Richardson, Texas, United States.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Soochow Securities Co., LTD	Exact match	Suzhou, ChinaHQ recorded Oct 12, 2026	n/a	629 contacts →
	Exact match “Soochow Securities is a financial services company based out of SUZHOU.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	DOO Group	Exact match	One Temasek Avenue, United KingdomHQ recorded Oct 12, 2026	1,001-5,000	592 contacts →
	Exact match “Doo Group, established in 2014 and headquartered in Singapore, is an international financial services group with FinTech as its core.” Recorded in the RevenueBase company graph · Oct 12, 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 services marketing firms”. 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 36,833 financial services marketing firms worldwide

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Financial services marketing firms worldwide at a glance

As of Oct 12, 2026

21.0%Verified-email coverage

8.8Average contacts per company

1-10Median size (employees)

1.5%Largest-city concentration · London

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

25,070

11-50

9,738

51-200

1,407

201-500

340

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 services marketing firms are linked below.
What qualifies: Company records worldwide whose business descriptions match “financial services marketing firms” 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 68,087 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 October 12, 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 services marketing firms by location

162 lists · largest first

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

How many financial services marketing firms are there worldwide?

RevenueBase identified 36,833 company matches for financial services marketing firms worldwide as of October 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?

Ameriprise Financial Services, LLC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most financial services marketing firms?

The United States leads with 10,310 companies, followed by India (3,863) and the United Kingdom (1,691). Every financial services marketing firms list by country and city is linked on this page.

Which city has the most financial services marketing firms?

London leads with 539 company records, followed by New York (373) and Dubai (355).

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 68,087 professional contacts with verified work emails tracked across these 36,833 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 October 12, 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.