Company lists · Data refreshed November 2026

Top 25 Fintech investment advisors worldwide

Name: Fintech investment advisors worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 5, 2026 7,892 companies tracked

RevenueBase identified 7,892 company matches for fintech investment advisors worldwide as of November 2026 and tracks 422,399 professional contacts across them, including 156,986 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for fintech investment 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 5, 2026. Country and city lists for fintech investment 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 5, 2026 How this list was built

7,892Companies

422,399Contacts tracked

156,986Verified emails

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The 25 largest fintech investment advisors worldwide

Ranked by team size

Top 25 of 7,892 company matches for fintech investment advisors worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 5, 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	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Nov 5, 2026	10001+	45,187 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
2	Charles Schwab	Exact match	Westlake, NC, United StatesHQ recorded Nov 5, 2026	10001+	34,197 contacts →
	Exact match “Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
3	Blackrock	Exact match	New York, NY, United StatesHQ recorded Nov 5, 2026	10001+	30,665 contacts →
	Exact match “BlackRock is a global asset manager and technology provider dedicated to helping more and more people experience financial well-being.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
4	Vanguard	Exact match	Valley Forge, PA, United StatesHQ recorded Nov 5, 2026	10001+	27,175 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
5	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Nov 5, 2026	5,001-10,000	25,536 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 · Nov 5, 2026 · View company records in RevenueBase
6	Wells Fargo Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Nov 5, 2026	10001+	14,986 contacts →
	Exact match “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
7	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Nov 5, 2026	5,001-10,000	14,339 contacts →
	Exact match “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
8	E Trade From Morgan Stanley	Exact match	Sandy, UT, United StatesHQ recorded Nov 5, 2026	1,001-5,000	11,189 contacts →
	Exact match “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
9	Angel ONE	Exact match	Mumbai, IndiaHQ recorded Nov 5, 2026	1,001-5,000	8,559 contacts →
	Exact match “For three decades, Angel One has been making investing and wealth creation more accessible and engaging for Indians.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
10	Icici Securities	Exact match	Mumbai, IndiaHQ recorded Nov 5, 2026	1,001-5,000	7,830 contacts →
	Exact match “With over seven decades of ICICI Group’s legacy of trust and financial expertise, ICICI Securities stands as a leading, customer-centric and technology-driven financial services…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
11	FNZ	Exact match	London, United KingdomHQ recorded Nov 5, 2026	5,001-10,000	5,361 contacts →
	Exact match “FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
12	Kotak Securities	Exact match	Mumbai, IndiaHQ recorded Nov 5, 2026	1,001-5,000	5,022 contacts →
	Exact match “Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
13	Hdfc Securities	Exact match	Mumbai, IndiaHQ recorded Nov 5, 2026	1,001-5,000	4,651 contacts →
	Exact match “HDFC securities has been serving a diverse customer base of retail and institutional investors, since Headquartered in Mumbai, it offers an exhaustive product suite to help its…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
14	St. James's Place	Exact match	Cirencester, United KingdomHQ recorded Nov 5, 2026	1,001-5,000	4,350 contacts →
	Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
15	Fineco Bank	Exact match	Milan, ItalyHQ recorded Nov 5, 2026	1,001-5,000	4,332 contacts →
	Exact match “FinecoBank is one of the most important FinTech banks in Europe.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
16	TD Ameritrade	Exact match	Omaha, NJ, United StatesHQ recorded Nov 5, 2026	5,001-10,000	3,986 contacts →
	Exact match “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
17	Interactive Brokers	Exact match	Greenwich, CT, United KingdomHQ recorded Nov 5, 2026	1,001-5,000	3,319 contacts →
	Exact match “Rated #1 Active Traders and #1 International Trading in 2025 by StockBrokers.com.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
18	Envestnet	Exact match	Berwyn, PA, United StatesHQ recorded Nov 5, 2026	1,001-5,000	2,921 contacts →
	Exact match “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
19	GROWW	Exact match	Bangalore, IndiaHQ recorded Nov 5, 2026	501-1,000	2,368 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 · Nov 5, 2026 · View company records in RevenueBase
20	Wealthsimple	Exact match	Toronto, CanadaHQ recorded Nov 5, 2026	1,001-5,000	2,301 contacts →
	Exact match “Better than your bank.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
21	Vontobel	Exact match	Zürich, SwitzerlandHQ recorded Nov 5, 2026	1,001-5,000	2,215 contacts →
	Exact match “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
22	Ventura	Exact match	Mumbai, IndiaHQ recorded Nov 5, 2026	1,001-5,000	2,098 contacts →
	Exact match “Ventura is an omnichannel trading and investments platform with a network of branches, sub-brokers and Digital Channels.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
23	Balanz Capital	Exact match	Caba, IndiaHQ recorded Nov 5, 2026	501-1,000	1,887 contacts →
	Exact match “Somos Balanz.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
24	Questrade Financial Group	Exact match	Toronto, ON, CanadaHQ recorded Nov 5, 2026	1,001-5,000	1,868 contacts →
	Exact match “Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
25	Rockefeller Capital Management	Exact match	New York, NY, United StatesHQ recorded Nov 5, 2026	1,001-5,000	1,791 contacts →
	Exact match “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded in the RevenueBase company graph · Nov 5, 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 “fintech investment 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 7,892 fintech investment advisors worldwide

See the full list, filter by size, metro and specialty, and access 156,986 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fintech investment advisors worldwide at a glance

As of Nov 5, 2026

37.2%Verified-email coverage

53.5Average contacts per company

1-10Median size (employees)

3.0%Largest-city concentration · London

Nov 5, 2026Page data refreshed

Companies by employee count

1-10

4,817

11-50

2,048

51-200

569

201-500

206

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 fintech investment advisors are linked below.
What qualifies: Company records worldwide whose business descriptions match “fintech investment 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 156,986 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 5, 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.

Fintech investment advisors by location

69 lists · largest first

Every Fintech investment advisors 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 “fintech investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fintech investment advisors are there worldwide?

RevenueBase identified 7,892 company matches for fintech investment 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?

Edward Jones tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most fintech investment advisors?

The United States leads with 2,542 companies, followed by India (1,356) and the United Kingdom (394). Every fintech investment advisors list by country and city is linked on this page.

Which city has the most fintech investment advisors?

London leads with 235 company records, followed by Mumbai (219) and New York (183).

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 156,986 professional contacts with verified work emails tracked across these 7,892 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 5, 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.