Company lists · Data refreshed September 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 Sep 28, 2026 12,725 companies tracked

RevenueBase identified 12,725 fintech investment advisors worldwide as of September 2026 and tracks 174,909 professional contacts across them, including 47,732 with verified work emails. The United States is the largest market and Mumbai the largest hub.

This list covers fintech investment advisors worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026. Country and city lists for fintech investment advisors follow the table.

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

12,725Companies

174,909Contacts tracked

47,732Verified emails

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The 25 largest fintech investment advisors worldwide

Ranked by team size

Top 25 of 12,725 fintech investment advisors worldwide, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to fintech investment advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	LPL Financial	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	5,001-10,000	13,475 contacts →
	Indirect evidence “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Source: RevenueBase Database · checked Sep 28, 2026
2	Angel ONE	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	1,001-5,000	8,280 contacts →
	Indirect evidence “For nearly three decades, Angel One has been making investing and wealth creation more accessible and engaging for Indians.” Source: RevenueBase Database · checked Sep 28, 2026
3	Icici Securities	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	1,001-5,000	7,289 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
4	Kotak Securities	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	1,001-5,000	6,610 contacts →
	Indirect evidence “Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.” Source: RevenueBase Database · checked Sep 28, 2026
5	Equitable Advisors	Partial evidence	United StatesHQ checked Sep 28, 2026	5,001-10,000	4,468 contacts →
	Partial evidence “At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Source: RevenueBase Database · checked Sep 28, 2026
6	Fineco Bank	Partial evidence	Milano, ItalyHQ checked Sep 28, 2026	1,001-5,000	4,150 contacts →
	Partial evidence “FinecoBank is one of the most important FinTech banks in Europe.” Source: RevenueBase Database · checked Sep 28, 2026
7	GROWW	Indirect evidence	Bengaluru, IndiaHQ checked Sep 28, 2026	501-1,000	2,165 contacts →
	Indirect evidence “We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Source: RevenueBase Database · checked Sep 28, 2026
8	Pt. Mandala Multifinance TBK	Indirect evidence	Jakarta Pusat, IndonesiaHQ checked Sep 28, 2026	10001+	1,962 contacts →
	Indirect evidence “Per 1 Oktober 2025, akun resmi Mandala Finance pindah ke @adirafinanceid.” Source: RevenueBase Database · checked Sep 28, 2026
9	Partners Financial Services, A.S	Indirect evidence	Praha 4 – Chodov, Czech RepublicHQ checked Sep 28, 2026	1,001-5,000	1,775 contacts →
	Indirect evidence “Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Source: RevenueBase Database · checked Sep 28, 2026
10	Choice	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	5,001-10,000	1,282 contacts →
	Indirect evidence “Choice Equity Broking Private Limited: SEBI Reg No.” Source: RevenueBase Database · checked Sep 28, 2026
11	Personal Capital	Indirect evidence	Redwood City, CA, United StatesHQ checked Sep 28, 2026	201-500	1,168 contacts →
	Indirect evidence “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Source: RevenueBase Database · checked Sep 28, 2026
12	ORION	Partial evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,042 contacts →
	Partial evidence “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Source: RevenueBase Database · checked Sep 28, 2026
13	VZ Vermögenszentrum	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 28, 2026	1,001-5,000	948 contacts →
	Indirect evidence “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: RevenueBase Database · checked Sep 28, 2026
14	1 Finance	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	201-500	945 contacts →
	Indirect evidence “Most financial advice is built around products.” Source: RevenueBase Database · checked Sep 28, 2026
15	Banca Widiba	Indirect evidence	Milano, ItalyHQ checked Sep 28, 2026	201-500	838 contacts →
	Indirect evidence “Un punto di riferimento sul mercato per l’innovazione e per il modello di business unico basato sul binomio tra digitale e relazione, Banca Widiba offre una piattaforma online…” Source: RevenueBase Database · checked Sep 28, 2026
16	PL Capital Group Prabhudas Lilladher	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	501-1,000	812 contacts →
	Indirect evidence “PL Capital: Powering India's Financial Growth Since 1944 PL Capital Group - Prabhudas Lilladher is one of India's most trusted financial services providers and has been recognised…” Source: RevenueBase Database · checked Sep 28, 2026
17	OVB Vermögensberatung AG	Indirect evidence	Köln, GermanyHQ checked Sep 28, 2026	1,001-5,000	708 contacts →
	Indirect evidence “Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Source: RevenueBase Database · checked Sep 28, 2026
18	Emoney Advisor	Partial evidence	Radnor, PA, United StatesHQ checked Sep 28, 2026	501-1,000	615 contacts →
	Partial evidence “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Source: RevenueBase Database · checked Sep 28, 2026
19	Craigs Investment Partners	Strong evidence	Tauranga, New ZealandHQ checked Sep 28, 2026	501-1,000	607 contacts →
	Strong evidence “We are one of New Zealand’s leading investment advisory firms.” Source: RevenueBase Database · checked Sep 28, 2026
20	Blue3 Investimentos	Indirect evidence	Ribeirão Preto, BrazilHQ checked Sep 28, 2026	501-1,000	591 contacts →
	Indirect evidence “Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Source: RevenueBase Database · checked Sep 28, 2026
21	Dezerv	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	501-1,000	589 contacts →
	Partial evidence “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Source: RevenueBase Database · checked Sep 28, 2026
22	Chase DE Vere	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	589 contacts →
	Indirect evidence “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Source: RevenueBase Database · checked Sep 28, 2026
23	1 Club	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	201-500	553 contacts →
	Partial evidence “1% Club is an education-led fintech platform that helps people make smarter decisions with their money.” Source: RevenueBase Database · checked Sep 28, 2026
24	IPP Financial Advisers	Indirect evidence	SingaporeHQ checked Sep 28, 2026	201-500	540 contacts →
	Indirect evidence “IPP Financial Advisers Pte Ltd is Singapore’s most complete licensed financial adviser.” Source: RevenueBase Database · checked Sep 28, 2026
25	Benjamin F. Edwards	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 28, 2026	501-1,000	520 contacts →
	Indirect evidence “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: fintech investment advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names fintech investment advisors.
Partial evidence: Its own public description names part of fintech investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fintech investment advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 12,725 fintech investment advisors worldwide

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Fintech investment advisors worldwide at a glance

As of Sep 28, 2026

27.3%Verified-email coverage

13.7Average contacts per company

1-10Median size (employees)

2.0%Largest-city concentration · Mumbai

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

8,836

11-50

2,890

51-200

644

201-500

172

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among fintech investment advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
Coverage: Every country. Country and city lists for fintech investment advisors are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “fintech investment advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names fintech investment advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among fintech investment advisors, and records with no verified work email.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 47,732 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Fintech investment advisors by location

63 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 Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names fintech investment advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many fintech investment advisors are there worldwide?

RevenueBase identified 12,725 fintech investment advisors worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

LPL Financial, headquartered in San Diego, tops this list with the largest team on record.

Which country has the most fintech investment advisors?

The United States leads with 4,967 companies, followed by India (1,660) and the United Kingdom (839). Every fintech investment advisors list by country and city is linked on this page.

Which city has the most fintech investment advisors?

Mumbai leads with 255 headquartered companies, followed by London (243) and New York (157).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 47,732 verified decision-maker contacts tracked across these 12,725 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.