Company lists · Data refreshed November 2026
Top 25 Financial wellness advisors worldwide
RevenueBase identified 5,756 company matches for financial wellness advisors worldwide as of November 2026 and tracks 55,121 professional contacts across them, including 14,680 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for financial wellness advisors 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 November 6, 2026. Country and city lists for financial wellness advisors 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.
The 25 largest financial wellness advisors worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 15,646 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 1,457 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 1,032 contacts → | ||||
Exact match “Most financial advice is built around products.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 578 contacts → | ||||
Exact match “Money Management International (MMI) is changing the way financial challenges are solved.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 520 contacts → | ||||
Exact match “Five Rings Financial was founded with a simple yet groundbreaking objective: to educate Middle Americans in the art of how money works.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 461 contacts → | ||||
Exact match “We’ve helped over one million South Africans take control of their finances since 2004, becoming the country’s largest and most trusted debt management company.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 415 contacts → | ||||
Exact match “At attooh!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 412 contacts → | ||||
Exact match “We specialise in expert, one-to-one advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 406 contacts → | ||||
Exact match “GreenPath is a national nonprofit that supports people's lifelong financial wellness.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 368 contacts → | ||||
Exact match “Money is committed to helping readers take charge of their finances and their futures.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 342 contacts → | ||||
Exact match “WEALTH at work is a leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 336 contacts → | ||||
Exact match “Quiénes somos?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 328 contacts → | ||||
Exact match “SAVii, a sister company of GoTyme Bank, partners with employers to strengthen their employee benefit programs through salary-linked financial wellness solutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 313 contacts → | ||||
Exact match “Our purpose is to facilitate the creation of lasting partnerships between clients and advisers, ensuring that each client of SFP achieves financial freedom and wellness regardless…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 297 contacts → | ||||
Exact match “We believe financial planning, when done right, is essential to living well.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 282 contacts → | ||||
Exact match “Somos mais do que uma empresa de investimentos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 212 contacts → | ||||
Exact match “Financial Engines is America’s largest independent investment advisor.* We help people achieve greater financial clarity by providing comprehensive financial planning and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 209 contacts → | ||||
Exact match “FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 208 contacts → | ||||
Exact match “MyBudget is dedicated to helping people live a life free from money worries by gaining control of their finances and managing personal debt.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 202 contacts → | ||||
Exact match “Results Financia Coaching” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 193 contacts → | ||||
Exact match “IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 190 contacts → | ||||
Exact match “Brightside created Financial Care, a new category in employee benefits.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 187 contacts → | ||||
Exact match “Origen Financial Services is one of the UK’s leading financial advisers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 180 contacts → | ||||
Exact match “Octopus Money gives employees something they rarely get: personal, 1-to-1 financial planning from someone they trust.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 174 contacts → | ||||
Exact match “We help individuals and businesses build wealth, plan ahead, protect what matters and achieve more, with trusted financial solutions every step of the way.” Recorded in the RevenueBase company graph · Nov 6, 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 wellness advisors”. 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 5,756 financial wellness advisors worldwide
See the full list, filter by size, metro and specialty, and access 14,680 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial wellness advisors worldwide at a glance
As of Nov 6, 2026Companies by employee count
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 wellness advisors are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “financial wellness advisors” 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 14,680 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 November 6, 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 wellness advisors by location
27 lists · largest firstEvery Financial wellness advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial wellness advisors based in the United States2,115
- Financial wellness advisors based in Australia382
- Financial wellness advisors based in the United Kingdom326
- Financial wellness advisors based in India292
- Financial wellness advisors based in Brazil235
- Financial wellness advisors based in Canada201
- Financial wellness advisors based in the Netherlands175
- Financial wellness advisors based in South Africa148
- Financial wellness advisors based in Germany123
- Financial wellness advisors based in France67
- Financial wellness advisors based in Mexico67
- Financial wellness advisors based in Ireland46
- Financial wellness advisors based in New Zealand39
- Financial wellness advisors based in Israel25
Cities
- Financial wellness advisors based in London, United Kingdom81
- Financial wellness advisors based in Sao Paulo, Brazil76
- Financial wellness advisors based in New York, United States55
- Financial wellness advisors based in Sydney, Australia48
- Financial wellness advisors based in Mumbai, India40
- Financial wellness advisors based in Melbourne, Australia38
- Financial wellness advisors based in Atlanta, United States35
- Financial wellness advisors based in Johannesburg, South Africa32
- Financial wellness advisors based in Cape Town, South Africa28
- Financial wellness advisors based in Charlotte, United States28
- Financial wellness advisors based in Dallas, United States28
- Financial wellness advisors based in Houston, United States28
- Financial wellness advisors based in Pune, India27
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 wellness advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial wellness advisors are there worldwide?
RevenueBase identified 5,756 company matches for financial wellness advisors worldwide as of November 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 wellness advisors?
The United States leads with 2,115 companies, followed by Australia (382) and the United Kingdom (326). Every financial wellness advisors list by country and city is linked on this page.
Which city has the most financial wellness advisors?
London leads with 83 company records, followed by Sao Paulo (76) and New York (55).
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 14,680 professional contacts with verified work emails tracked across these 5,756 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 5,756 financial wellness advisors worldwide. Start with a free account, no credit card.
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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.
More company lists
Company intelligence · public preview
Top 25 financial wellness advisors worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 5,756 matching company records for financial wellness advisors worldwide, with 55,121 tracked contacts and 14,680 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial wellness advisors worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Sanlamsanlam.co.zaHQ: Bellville, South AfricaReported employees: 10001+ | Bellville, South Africa | 10001+ | Exact match | 15,646 contacts → |
“We’ve finally given a name to that special something a person exudes when they have a plan for their finances.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Goldman Sachs Aycogs.comHQ: Cohoes, NY, United StatesReported employees: 1,001-5,000 | Cohoes, NY, United States | 1,001-5,000 | Exact match | 1,457 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  1 Finance1finance.org.inHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 1,032 contacts → |
“Most financial advice is built around products.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Money Management International MMImoneymanagement.orgHQ: Stafford, TX, United StatesReported employees: 201-500 | Stafford, TX, United States | 201-500 | Exact match | 578 contacts → |
“Money Management International (MMI) is changing the way financial challenges are solved.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Five Rings Financial, LLCfiveringsfinancial.comHQ: Littleton, CO, United StatesReported employees: 501-1,000 | Littleton, CO, United States | 501-1,000 | Exact match | 520 contacts → |
“Five Rings Financial was founded with a simple yet groundbreaking objective: to educate Middle Americans in the art of how money works.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Intelligent Debt Managementconfluent.bizHQ: Cape Town, South AfricaReported employees: 501-1,000 | Cape Town, South Africa | 501-1,000 | Exact match | 461 contacts → |
“We’ve helped over one million South Africans take control of their finances since 2004, becoming the country’s largest and most trusted debt management company.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Attoohattooh.co.zaHQ: Faerie Glen, South AfricaReported employees: 501-1,000 | Faerie Glen, South Africa | 501-1,000 | Exact match | 415 contacts → |
“At attooh!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: SingaporeReported employees: 1,001-5,000 | Singapore | 1,001-5,000 | Exact match | 412 contacts → |
“We specialise in expert, one-to-one advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Greenpath Financial Wellnessgreenpath.orgHQ: Farmington Hills, MI, United StatesReported employees: 201-500 | Farmington Hills, MI, United States | 201-500 | Exact match | 406 contacts → |
“GreenPath is a national nonprofit that supports people's lifelong financial wellness.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  MONEYmoney.comHQ: Dorado, United StatesReported employees: 51-200 | Dorado, United States | 51-200 | Exact match | 368 contacts → |
“Money is committed to helping readers take charge of their finances and their futures.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Wealth At Workwealthatwork.co.ukHQ: Liverpool, United KingdomReported employees: 201-500 | Liverpool, United Kingdom | 201-500 | Exact match | 342 contacts → |
“WEALTH at work is a leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Grupo Bárymontbarymont.comHQ: Madrid, SpainReported employees: 201-500 | Madrid, Spain | 201-500 | Exact match | 336 contacts → |
“Quiénes somos?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  SAVIIsavii.ioHQ: Makati City, PhilippinesReported employees: 201-500 | Makati City, Philippines | 201-500 | Exact match | 328 contacts → |
“SAVii, a sister company of GoTyme Bank, partners with employers to strengthen their employee benefit programs through salary-linked financial wellness solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Succession Financial Planningsfpadvice.co.zaHQ: Cape Town, South AfricaReported employees: 201-500 | Cape Town, South Africa | 201-500 | Exact match | 313 contacts → |
“Our purpose is to facilitate the creation of lasting partnerships between clients and advisers, ensuring that each client of SFP achieves financial freedom and wellness regardless…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  FACETfacet.comHQ: West Palm Beach, MD, United StatesReported employees: 201-500 | West Palm Beach, MD, United States | 201-500 | Exact match | 297 contacts → |
“We believe financial planning, when done right, is essential to living well.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  FAZ Capitalfazcapital.com.brHQ: Porto Alegre, BrazilReported employees: 201-500 | Porto Alegre, Brazil | 201-500 | Exact match | 282 contacts → |
“Somos mais do que uma empresa de investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Financial Enginesfinancialengines.comHQ: Sunnyvale, CA, United StatesReported employees: 501-1,000 | Sunnyvale, CA, United States | 501-1,000 | Exact match | 212 contacts → |
“Financial Engines is America’s largest independent investment advisor.* We help people achieve greater financial clarity by providing comprehensive financial planning and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Fincart Financial Plannersfincart.comHQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 209 contacts → |
“FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Mybudgetmybudget.com.auHQ: Adelaide, AustraliaReported employees: 201-500 | Adelaide, Australia | 201-500 | Exact match | 208 contacts → |
“MyBudget is dedicated to helping people live a life free from money worries by gaining control of their finances and managing personal debt.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | County Of Roanokeramseycoach.com HQ: Roanoke, United StatesReported employees: Not recorded | Roanoke, United States | Not recorded | Exact match | 202 contacts → |
“Results Financia Coaching” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Bonnfinanz Gmbhbonnfinanz.deHQ: Bonn, GermanyReported employees: 501-1,000 | Bonn, Germany | 501-1,000 | Exact match | 193 contacts → |
“IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Brightsidegobrightside.comHQ: Chandler, AZ, United StatesReported employees: 51-200 | Chandler, AZ, United States | 51-200 | Exact match | 190 contacts → |
“Brightside created Financial Care, a new category in employee benefits.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Origen Financial Servicesorigenfs.co.ukHQ: Farnborough, United KingdomReported employees: 51-200 | Farnborough, United Kingdom | 51-200 | Exact match | 187 contacts → |
“Origen Financial Services is one of the UK’s leading financial advisers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Octopus Moneyoctopusmoney.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 180 contacts → |
“Octopus Money gives employees something they rarely get: personal, 1-to-1 financial planning from someone they trust.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  PETRApetraonline.comHQ: Accra, GhanaReported employees: 51-200 | Accra, Ghana | 51-200 | Exact match | 174 contacts → |
“We help individuals and businesses build wealth, plan ahead, protect what matters and achieve more, with trusted financial solutions every step of the way.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 5,756 company matches
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Financial wellness advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
5,720 records in the displayed employee bands.
36 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 5,756 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial wellness advisors by location
27 lists · largest firstEvery Financial wellness advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial wellness advisors based in the United States2,115
- Financial wellness advisors based in Australia382
- Financial wellness advisors based in the United Kingdom326
- Financial wellness advisors based in India292
- Financial wellness advisors based in Brazil235
- Financial wellness advisors based in Canada201
- Financial wellness advisors based in the Netherlands175
- Financial wellness advisors based in South Africa148
- Financial wellness advisors based in Germany123
- Financial wellness advisors based in France67
- Financial wellness advisors based in Mexico67
- Financial wellness advisors based in Ireland46
- Financial wellness advisors based in New Zealand39
- Financial wellness advisors based in Israel25
Cities
- Financial wellness advisors based in London, United Kingdom81
- Financial wellness advisors based in Sao Paulo, Brazil76
- Financial wellness advisors based in New York, United States55
- Financial wellness advisors based in Sydney, Australia48
- Financial wellness advisors based in Mumbai, India40
- Financial wellness advisors based in Melbourne, Australia38
- Financial wellness advisors based in Atlanta, United States35
- Financial wellness advisors based in Johannesburg, South Africa32
- Financial wellness advisors based in Cape Town, South Africa28
- Financial wellness advisors based in Charlotte, United States28
- Financial wellness advisors based in Dallas, United States28
- Financial wellness advisors based in Houston, United States28
- Financial wellness advisors based in Pune, India27
Questions about this company list
What does Exact match mean for financial wellness advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial wellness advisors did RevenueBase find worldwide?
The saved snapshot records 5,756 matching company records, 55,121 tracked contacts and 14,680 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 financial wellness advisors worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/financial-wellness-advisors.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 financial wellness advisors worldwide
RevenueBase records 5,756 matching company records for financial wellness advisors worldwide, with 55,121 tracked contacts and 14,680 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial wellness advisors worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Sanlamsanlam.co.za HQ: Bellville, South AfricaReported employees: 10001+ | Bellville, South Africa | 10001+ | Exact match | 15,646 contacts → |
“We’ve finally given a name to that special something a person exudes when they have a plan for their finances.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Goldman Sachs Aycogs.com HQ: Cohoes, NY, United StatesReported employees: 1,001-5,000 | Cohoes, NY, United States | 1,001-5,000 | Exact match | 1,457 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | 1 Finance1finance.org.in HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 1,032 contacts → |
“Most financial advice is built around products.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Money Management International MMImoneymanagement.org HQ: Stafford, TX, United StatesReported employees: 201-500 | Stafford, TX, United States | 201-500 | Exact match | 578 contacts → |
“Money Management International (MMI) is changing the way financial challenges are solved.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Five Rings Financial, LLCfiveringsfinancial.com HQ: Littleton, CO, United StatesReported employees: 501-1,000 | Littleton, CO, United States | 501-1,000 | Exact match | 520 contacts → |
“Five Rings Financial was founded with a simple yet groundbreaking objective: to educate Middle Americans in the art of how money works.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Intelligent Debt Managementconfluent.biz HQ: Cape Town, South AfricaReported employees: 501-1,000 | Cape Town, South Africa | 501-1,000 | Exact match | 461 contacts → |
“We’ve helped over one million South Africans take control of their finances since 2004, becoming the country’s largest and most trusted debt management company.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Attoohattooh.co.za HQ: Faerie Glen, South AfricaReported employees: 501-1,000 | Faerie Glen, South Africa | 501-1,000 | Exact match | 415 contacts → |
“At attooh!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: SingaporeReported employees: 1,001-5,000 | Singapore | 1,001-5,000 | Exact match | 412 contacts → |
“We specialise in expert, one-to-one advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Greenpath Financial Wellnessgreenpath.org HQ: Farmington Hills, MI, United StatesReported employees: 201-500 | Farmington Hills, MI, United States | 201-500 | Exact match | 406 contacts → |
“GreenPath is a national nonprofit that supports people's lifelong financial wellness.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | MONEYmoney.com HQ: Dorado, United StatesReported employees: 51-200 | Dorado, United States | 51-200 | Exact match | 368 contacts → |
“Money is committed to helping readers take charge of their finances and their futures.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Wealth At Workwealthatwork.co.uk HQ: Liverpool, United KingdomReported employees: 201-500 | Liverpool, United Kingdom | 201-500 | Exact match | 342 contacts → |
“WEALTH at work is a leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Grupo Bárymontbarymont.com HQ: Madrid, SpainReported employees: 201-500 | Madrid, Spain | 201-500 | Exact match | 336 contacts → |
“Quiénes somos?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | SAVIIsavii.io HQ: Makati City, PhilippinesReported employees: 201-500 | Makati City, Philippines | 201-500 | Exact match | 328 contacts → |
“SAVii, a sister company of GoTyme Bank, partners with employers to strengthen their employee benefit programs through salary-linked financial wellness solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Succession Financial Planningsfpadvice.co.za HQ: Cape Town, South AfricaReported employees: 201-500 | Cape Town, South Africa | 201-500 | Exact match | 313 contacts → |
“Our purpose is to facilitate the creation of lasting partnerships between clients and advisers, ensuring that each client of SFP achieves financial freedom and wellness regardless…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | FACETfacet.com HQ: West Palm Beach, MD, United StatesReported employees: 201-500 | West Palm Beach, MD, United States | 201-500 | Exact match | 297 contacts → |
“We believe financial planning, when done right, is essential to living well.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | FAZ Capitalfazcapital.com.br HQ: Porto Alegre, BrazilReported employees: 201-500 | Porto Alegre, Brazil | 201-500 | Exact match | 282 contacts → |
“Somos mais do que uma empresa de investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Financial Enginesfinancialengines.com HQ: Sunnyvale, CA, United StatesReported employees: 501-1,000 | Sunnyvale, CA, United States | 501-1,000 | Exact match | 212 contacts → |
“Financial Engines is America’s largest independent investment advisor.* We help people achieve greater financial clarity by providing comprehensive financial planning and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Fincart Financial Plannersfincart.com HQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 209 contacts → |
“FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Mybudgetmybudget.com.au HQ: Adelaide, AustraliaReported employees: 201-500 | Adelaide, Australia | 201-500 | Exact match | 208 contacts → |
“MyBudget is dedicated to helping people live a life free from money worries by gaining control of their finances and managing personal debt.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | County Of Roanokeramseycoach.com HQ: Roanoke, United StatesReported employees: Not recorded | Roanoke, United States | Not recorded | Exact match | 202 contacts → |
“Results Financia Coaching” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Bonnfinanz Gmbhbonnfinanz.de HQ: Bonn, GermanyReported employees: 501-1,000 | Bonn, Germany | 501-1,000 | Exact match | 193 contacts → |
“IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Brightsidegobrightside.com HQ: Chandler, AZ, United StatesReported employees: 51-200 | Chandler, AZ, United States | 51-200 | Exact match | 190 contacts → |
“Brightside created Financial Care, a new category in employee benefits.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Origen Financial Servicesorigenfs.co.uk HQ: Farnborough, United KingdomReported employees: 51-200 | Farnborough, United Kingdom | 51-200 | Exact match | 187 contacts → |
“Origen Financial Services is one of the UK’s leading financial advisers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Octopus Moneyoctopusmoney.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 180 contacts → |
“Octopus Money gives employees something they rarely get: personal, 1-to-1 financial planning from someone they trust.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | PETRApetraonline.com HQ: Accra, GhanaReported employees: 51-200 | Accra, Ghana | 51-200 | Exact match | 174 contacts → |
“We help individuals and businesses build wealth, plan ahead, protect what matters and achieve more, with trusted financial solutions every step of the way.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 5,756 company matches
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Financial wellness advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
5,720 records in the displayed employee bands.
36 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 5,756 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial wellness advisors by location
27 lists · largest firstEvery Financial wellness advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial wellness advisors based in the United States2,115
- Financial wellness advisors based in Australia382
- Financial wellness advisors based in the United Kingdom326
- Financial wellness advisors based in India292
- Financial wellness advisors based in Brazil235
- Financial wellness advisors based in Canada201
- Financial wellness advisors based in the Netherlands175
- Financial wellness advisors based in South Africa148
- Financial wellness advisors based in Germany123
- Financial wellness advisors based in France67
- Financial wellness advisors based in Mexico67
- Financial wellness advisors based in Ireland46
- Financial wellness advisors based in New Zealand39
- Financial wellness advisors based in Israel25
Cities
- Financial wellness advisors based in London, United Kingdom81
- Financial wellness advisors based in Sao Paulo, Brazil76
- Financial wellness advisors based in New York, United States55
- Financial wellness advisors based in Sydney, Australia48
- Financial wellness advisors based in Mumbai, India40
- Financial wellness advisors based in Melbourne, Australia38
- Financial wellness advisors based in Atlanta, United States35
- Financial wellness advisors based in Johannesburg, South Africa32
- Financial wellness advisors based in Cape Town, South Africa28
- Financial wellness advisors based in Charlotte, United States28
- Financial wellness advisors based in Dallas, United States28
- Financial wellness advisors based in Houston, United States28
- Financial wellness advisors based in Pune, India27
Questions about this company list
What does Exact match mean for financial wellness advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial wellness advisors did RevenueBase find worldwide?
The saved snapshot records 5,756 matching company records, 55,121 tracked contacts and 14,680 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 financial wellness advisors worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/financial-wellness-advisors.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗