Company lists · Data refreshed October 2026

Top 25 Financial wellness platforms worldwide

RevenueBase identified 2,555 company matches for financial wellness platforms worldwide as of October 2026 and tracks 45,145 professional contacts across them, including 9,984 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for financial wellness platforms worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 1, 2026. Country and city lists for financial wellness platforms follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 1, 2026 How this list was built
2,555Companies
45,145Contacts tracked
9,984Verified emails
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The 25 largest financial wellness platforms worldwide

Ranked by team size
Top 25 of 2,555 company matches for financial wellness platforms worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSandton, South AfricaHQ recorded Oct 1, 20261,001-5,0003,169 contacts →

Exact match

“Bayport Financial Services is South Africa’s leading provider of employer-driven financial wellness programmes.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2Exact matchUnited StatesHQ recorded Oct 1, 20261,001-5,0003,164 contacts →

Exact match

“GFI is a platform that connects individuals and organizations with the resources and expertise to unlock their financial potential and drive positive change in their lives and the…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3Exact matchBangalore, IndiaHQ recorded Oct 1, 2026501-1,0002,165 contacts →

Exact match

“We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4Exact matchCohoes, NY, United StatesHQ recorded Oct 1, 20261,001-5,0001,452 contacts →

Exact match

“Goldman Sachs Ayco is an industry leader of company-sponsored financial planning benefits with corporate partnerships at ~500 companies, including over 50% of the Fortune 100.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5Exact matchRedwood City, CA, United StatesHQ recorded Oct 1, 2026201-5001,168 contacts →

Exact match

“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6Exact matchSao Paulo, BrazilHQ recorded Oct 1, 2026501-1,0001,150 contacts →

Exact match

“A Genial é mais que um banco ou uma corretora.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7Exact matchMumbai, IndiaHQ recorded Oct 1, 2026201-500945 contacts →

Exact match

“Most financial advice is built around products.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8Exact matchBangalore, IndiaHQ recorded Oct 1, 2026201-500938 contacts →

Exact match

“Fi Money is on a path to revolutionise the way the next generation of Indians handle their money.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9Exact matchSan Francisco, CA, United StatesHQ recorded Oct 1, 2026501-1,000732 contacts →

Exact match

“NerdWallet is on a mission to help provide clarity for consumers and SMBs so they can make financial decisions with confidence.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10Exact matchSan Mateo, CA, United StatesHQ recorded Oct 1, 20261,001-5,000708 contacts →

Exact match

“Freedom Financial Network is a leading digital personal finance company, built to help people.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11Exact matchMumbai, IndiaHQ recorded Oct 1, 2026501-1,000691 contacts →

Exact match

“Jupiter is an all things money app with one simple aim – to deliver a financial experience that keeps pace with you.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12Exact matchMumbai, IndiaHQ recorded Oct 1, 2026201-500553 contacts →

Exact match

“1% Club is an education-led fintech platform that helps people make smarter decisions with their money.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13Exact matchIrvine, CA, United StatesHQ recorded Oct 1, 2026501-1,000527 contacts →

Exact match

“Acorns believes that anyone can achieve financial wellness, that’s why they’ve been building simple, powerful money tools for everyday Americans and their kids since 2014.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14Exact matchLondon, United KingdomHQ recorded Oct 1, 2026201-500500 contacts →

Exact match

“Cleo was founded in 2016 by people who'd been burned by banks and frustrated by a financial system that wasn't built for the people using it.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15Exact matchChicago, IL, United StatesHQ recorded Oct 1, 2026501-1,000452 contacts →

Exact match

“OppFi is a leading tech-enabled digital finance platform that works with banks to provide financial products and services for everyday Americans.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16Exact matchLondon, United KingdomHQ recorded Oct 1, 2026201-500443 contacts →

Exact match

“Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17Exact match香港, Hong KongHQ recorded Oct 1, 20261,001-5,000441 contacts →

Exact match

“Futu Holdings Limited (Nasdaq: FUTU) is a leading fintech company committed to transforming the investing experience for investors worldwide.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18Exact matchSetiabudi, IndonesiaHQ recorded Oct 1, 2026501-1,000409 contacts →

Exact match

“We are a startup company with a mission to increase financial literacy in all circles of society through the most optimal investment technology.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19Exact matchBengaluru North, IndiaHQ recorded Oct 1, 2026501-1,000348 contacts →

Exact match

“Fisdom is an extremely simple app to make smart investments.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20Exact matchMadrid, SpainHQ recorded Oct 1, 2026201-500331 contacts →

Exact match

“Quiénes somos?”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21Exact matchMakati City, PhilippinesHQ recorded Oct 1, 2026201-500327 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 · Oct 1, 2026 · View company records in RevenueBase
22Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202651-200306 contacts →

Exact match

“Current is a leading U.S.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23Exact matchNew York, NY, United StatesHQ recorded Oct 1, 2026201-500286 contacts →

Exact match

“SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is to help people make smart financial decisions, reaching over an…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24Exact matchSilver Spring, MD, United StatesHQ recorded Oct 1, 2026201-500286 contacts →

Exact match

“Rocket Money is a leading personal finance app with a mission to help everyone money.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25Exact matchMiguel Hidalgo, MexicoHQ recorded Oct 1, 20261,001-5,000274 contacts →

Exact match

“En Banco PagaTodo queremos evolucionar la manera en que las personas gestionan su dinero a través de innovadoras herramientas digitales.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase

Showing 25 of 2,555 financial wellness platforms worldwide

See the full list, filter by size, metro and specialty, and access 9,984 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial wellness platforms worldwide at a glance

As of Oct 1, 2026
22.1%Verified-email coverage
17.7Average contacts per company
1-10Median size (employees)
4.1%Largest-city concentration · London
Oct 1, 2026Page data refreshed

Companies by employee count

1-10
1,754
11-50
573
51-200
153
201-500
35
501-1,000
16
1,001-5,000
15
5,001-10,000
2
10001+
6

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 platforms are linked below.
What qualifies
Company records worldwide whose business descriptions match “financial wellness platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 9,984 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 1, 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 platforms by location

22 lists · largest first

Every Financial wellness platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial wellness platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial wellness platforms are there worldwide?

RevenueBase identified 2,555 company matches for financial wellness platforms 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?

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

Which country has the most financial wellness platforms?

The United States leads with 661 companies, followed by India (273) and the United Kingdom (164). Every financial wellness platforms list by country and city is linked on this page.

Which city has the most financial wellness platforms?

London leads with 105 company records, followed by New York (65) and Bangalore (60).

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 9,984 professional contacts with verified work emails tracked across these 2,555 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 1, 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.