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 company matches for 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 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 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 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 Sep 28, 2026 How this list was built

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 company matches for fintech investment advisors worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	5,001-10,000	13,475 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 · Sep 28, 2026 · View company records in RevenueBase
2	Angel ONE	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	1,001-5,000	8,280 contacts →
	Exact match “For nearly three decades, Angel One has been making investing and wealth creation more accessible and engaging for Indians.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Icici Securities	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	1,001-5,000	7,289 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 · Sep 28, 2026 · View company records in RevenueBase
4	Kotak Securities	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	1,001-5,000	6,610 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 · Sep 28, 2026 · View company records in RevenueBase
5	Equitable Advisors	Exact match	United StatesHQ recorded Sep 28, 2026	5,001-10,000	4,468 contacts →
	Exact match “At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Fineco Bank	Exact match	Milano, ItalyHQ recorded Sep 28, 2026	1,001-5,000	4,150 contacts →
	Exact match “FinecoBank is one of the most important FinTech banks in Europe.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	GROWW	Exact match	Bengaluru, IndiaHQ recorded Sep 28, 2026	501-1,000	2,165 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 · Sep 28, 2026 · View company records in RevenueBase
8	Pt. Mandala Multifinance TBK	Exact match	Jakarta Pusat, IndonesiaHQ recorded Sep 28, 2026	10001+	1,962 contacts →
	Exact match “Per 1 Oktober 2025, akun resmi Mandala Finance pindah ke @adirafinanceid.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Partners Financial Services, A.S	Exact match	Praha 4 – Chodov, Czech RepublicHQ recorded Sep 28, 2026	1,001-5,000	1,775 contacts →
	Exact match “Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Choice	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	5,001-10,000	1,282 contacts →
	Exact match “Choice Equity Broking Private Limited: SEBI Reg No.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Personal Capital	Exact match	Redwood City, CA, United StatesHQ recorded Sep 28, 2026	201-500	1,168 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 · Sep 28, 2026 · View company records in RevenueBase
12	ORION	Exact match	Omaha, NE, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,042 contacts →
	Exact match “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	VZ Vermögenszentrum	Exact match	Zürich, SwitzerlandHQ recorded Sep 28, 2026	1,001-5,000	948 contacts →
	Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	1 Finance	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	201-500	945 contacts →
	Exact match “Most financial advice is built around products.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Banca Widiba	Exact match	Milano, ItalyHQ recorded Sep 28, 2026	201-500	838 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	PL Capital Group Prabhudas Lilladher	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	501-1,000	812 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	OVB Vermögensberatung AG	Exact match	Köln, GermanyHQ recorded Sep 28, 2026	1,001-5,000	708 contacts →
	Exact match “Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Emoney Advisor	Exact match	Radnor, PA, United StatesHQ recorded Sep 28, 2026	501-1,000	615 contacts →
	Exact match “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Craigs Investment Partners	Exact match	Tauranga, New ZealandHQ recorded Sep 28, 2026	501-1,000	607 contacts →
	Exact match “We are one of New Zealand’s leading investment advisory firms.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Blue3 Investimentos	Exact match	Ribeirão Preto, BrazilHQ recorded Sep 28, 2026	501-1,000	591 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Dezerv	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	501-1,000	589 contacts →
	Exact match “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Chase DE Vere	Exact match	London, United KingdomHQ recorded Sep 28, 2026	201-500	589 contacts →
	Exact match “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	1 Club	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	201-500	553 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 · Sep 28, 2026 · View company records in RevenueBase
24	IPP Financial Advisers	Exact match	SingaporeHQ recorded Sep 28, 2026	201-500	540 contacts →
	Exact match “IPP Financial Advisers Pte Ltd is Singapore’s most complete licensed financial adviser.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Benjamin F. Edwards	Exact match	St. Louis, MO, United StatesHQ recorded Sep 28, 2026	501-1,000	520 contacts →
	Exact match “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Recorded in the RevenueBase company graph · Sep 28, 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 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

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 47,732 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 September 28, 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

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 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 12,725 company matches for fintech investment advisors worldwide as of September 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?

LPL Financial 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 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 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 47,732 professional contacts with verified work emails tracked across these 12,725 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 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 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.