Company lists · Data refreshed September 2026
Top 25 Fintech wealth advisors worldwide
RevenueBase identified 8,696 company matches for fintech wealth advisors worldwide as of September 2026 and tracks 144,972 professional contacts across them, including 51,282 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for fintech wealth 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 wealth 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 fintech wealth advisors worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | 4,802 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 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 | |||||
| 4 | 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 | |||||
| 5 | 2,838 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 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 | |||||
| 7 | 1,828 contacts → | ||||
Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 1,664 contacts → | ||||
Exact match “We’re here to help you build financial security and grow your wealth with confidence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 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 | |||||
| 10 | 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 | |||||
| 11 | 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 | |||||
| 12 | 992 contacts → | ||||
Exact match “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 982 contacts → | ||||
Exact match “AssetMark, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 911 contacts → | ||||
Exact match “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 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 | 750 contacts → | ||||
Exact match “HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 721 contacts → | ||||
Exact match “We are now Lloyds Wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 708 contacts → | ||||
Exact match “Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 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 | |||||
| 20 | 629 contacts → | ||||
Exact match “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 626 contacts → | ||||
Exact match “Founded as a software house in 1990 in a garage, by Luigi Marciano, Objectway is a Top-100 global FinTech provider in the Banking, Wealth & Investment Management Software Industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 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 | |||||
| 23 | 608 contacts → | ||||
Exact match “Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 593 contacts → | ||||
Exact match “Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 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 | |||||
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 wealth 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 8,696 fintech wealth advisors worldwide
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Fintech wealth advisors worldwide at a glance
As of Sep 28, 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 fintech wealth advisors are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “fintech wealth 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 51,282 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 wealth advisors by location
47 lists · largest firstEvery Fintech wealth advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Fintech wealth advisors based in the United States3,852
- Fintech wealth advisors based in India1,032
- Fintech wealth advisors based in the United Kingdom625
- Fintech wealth advisors based in Australia327
- Fintech wealth advisors based in Canada236
- Fintech wealth advisors based in France230
- Fintech wealth advisors based in Brazil189
- Fintech wealth advisors based in Germany142
- Fintech wealth advisors based in Switzerland109
- Fintech wealth advisors based in Singapore87
- Fintech wealth advisors based in South Africa84
- Fintech wealth advisors based in the United Arab Emirates64
- Fintech wealth advisors based in Spain56
- Fintech wealth advisors based in Mexico41
- Fintech wealth advisors based in Hong Kong40
- Fintech wealth advisors based in Italy40
- Fintech wealth advisors based in Malaysia36
- Fintech wealth advisors based in the Netherlands31
- Fintech wealth advisors based in Ireland26
Cities
- Fintech wealth advisors based in London, United Kingdom205
- Fintech wealth advisors based in Mumbai, India160
- Fintech wealth advisors based in Bangalore, India128
- Fintech wealth advisors based in New York, United States110
- Fintech wealth advisors based in Singapore, Singapore81
- Fintech wealth advisors based in Paris, France65
- Fintech wealth advisors based in Pune, India65
- Fintech wealth advisors based in Sydney, Australia64
- Fintech wealth advisors based in Sao Paulo, Brazil63
- Fintech wealth advisors based in San Francisco, United States56
- Fintech wealth advisors based in New Delhi, India53
- Fintech wealth advisors based in Chicago, United States52
- Fintech wealth advisors based in Atlanta, United States50
- Fintech wealth advisors based in Toronto, Canada47
- Fintech wealth advisors based in Austin, United States44
- Fintech wealth advisors based in Ahmedabad, India43
- Fintech wealth advisors based in Houston, United States43
- Fintech wealth advisors based in Dubai, United Arab Emirates40
- Fintech wealth advisors based in San Diego, United States40
- Fintech wealth advisors based in Dallas, United States36
- Fintech wealth advisors based in Denver, United States36
- Fintech wealth advisors based in Melbourne, Australia35
- Fintech wealth advisors based in Scottsdale, United States35
- Fintech wealth advisors based in Hyderabad, India33
- Fintech wealth advisors based in Boston, United States31
- Fintech wealth advisors based in Charlotte, United States31
- Fintech wealth advisors based in Seattle, United States28
- Fintech wealth advisors based in Tampa, United States28
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 wealth advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fintech wealth advisors are there worldwide?
RevenueBase identified 8,696 company matches for fintech wealth 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 wealth advisors?
The United States leads with 3,852 companies, followed by India (1,032) and the United Kingdom (625). Every fintech wealth advisors list by country and city is linked on this page.
Which city has the most fintech wealth advisors?
London leads with 209 company records, followed by Mumbai (160) and New York (110).
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 51,282 professional contacts with verified work emails tracked across these 8,696 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.
More company lists
Company intelligence · public preview
Top 25 fintech wealth 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 8,696 matching company records for fintech wealth advisors worldwide, with 144,972 tracked contacts and 51,282 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: September 28, 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 fintech wealth 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 |  LPL Financiallpl.comHQ: San Diego, CA, United StatesReported employees: 5,001-10,000 | San Diego, CA, United States | 5,001-10,000 | Exact match | 13,475 contacts → |
“LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  FNZfnz.comHQ: London, United KingdomReported employees: 5,001-10,000 | London, United Kingdom | 5,001-10,000 | Exact match | 4,802 contacts → |
“FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Equitable Advisorsequitable.comHQ: United StatesReported employees: 5,001-10,000 | United States | 5,001-10,000 | Exact match | 4,468 contacts → |
“At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Fineco Bankfinecobank.comHQ: Milano, ItalyReported employees: 1,001-5,000 | Milano, Italy | 1,001-5,000 | Exact match | 4,150 contacts → |
“FinecoBank is one of the most important FinTech banks in Europe.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Cibc Wood Gundywoodgundy.cibc.com HQ: CanadaReported employees: 1,001-5,000 | Canada | 1,001-5,000 | Exact match | 2,838 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 |  GROWWgroww.inHQ: Bengaluru, IndiaReported employees: 501-1,000 | Bengaluru, India | 501-1,000 | Exact match | 2,165 contacts → |
“We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Marinermarinerwealthadvisors.comHQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 1,828 contacts → |
“Your wealth plan shouldn’t sit still.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Findexfindex.com.auHQ: Melbourne, AustraliaReported employees: 1,001-5,000 | Melbourne, Australia | 1,001-5,000 | Exact match | 1,664 contacts → |
“We’re here to help you build financial security and grow your wealth with confidence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Choicechoiceindia.comHQ: Mumbai, IndiaReported employees: 5,001-10,000 | Mumbai, India | 5,001-10,000 | Exact match | 1,282 contacts → |
“Choice Equity Broking Private Limited: SEBI Reg No.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Personal Capitalpersonalcapital.comHQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 1,168 contacts → |
“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  ORIONorion.comHQ: Omaha, NE, United StatesReported employees: 1,001-5,000 | Omaha, NE, United States | 1,001-5,000 | Exact match | 1,042 contacts → |
“Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Investcloud, INCinvestcloud.comHQ: West Hollywood, CA, United StatesReported employees: 1,001-5,000 | West Hollywood, CA, United States | 1,001-5,000 | Exact match | 992 contacts → |
“InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Assetmarkassetmark.comHQ: Concord, CA, United StatesReported employees: 1,001-5,000 | Concord, CA, United States | 1,001-5,000 | Exact match | 982 contacts → |
“AssetMark, Inc.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Apex Fintech Solutionsapexfintechsolutions.comHQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 911 contacts → |
“Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Banca Widibawidiba.itHQ: Milano, ItalyReported employees: 201-500 | Milano, Italy | 201-500 | Exact match | 838 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Hub24 Limitedhub24.com.auHQ: Sydney, AustraliaReported employees: 501-1,000 | Sydney, Australia | 501-1,000 | Exact match | 750 contacts → |
“HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Schroders Personal Wealthlloydswealth.comHQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 721 contacts → |
“We are now Lloyds Wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Freedom Financial Networkfreedomfinancialnetwork.comHQ: San Mateo, CA, United StatesReported employees: 1,001-5,000 | San Mateo, CA, United States | 1,001-5,000 | Exact match | 708 contacts → |
“Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  OVB Vermögensberatung AGovb.deHQ: Köln, GermanyReported employees: 1,001-5,000 | Köln, Germany | 1,001-5,000 | Exact match | 708 contacts → |
“Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Betanxtbetanxt.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 629 contacts → |
“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Objectwayobjectway.comHQ: Milano, ItalyReported employees: 501-1,000 | Milano, Italy | 501-1,000 | Exact match | 626 contacts → |
“Founded as a software house in 1990 in a garage, by Luigi Marciano, Objectway is a Top-100 global FinTech provider in the Banking, Wealth & Investment Management Software Industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Emoney Advisoremoneyadvisor.comHQ: Radnor, PA, United StatesReported employees: 501-1,000 | Radnor, PA, United States | 501-1,000 | Exact match | 615 contacts → |
“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Centricity Wealthtechcentricity.co.inHQ: Gurugram, IndiaReported employees: 501-1,000 | Gurugram, India | 501-1,000 | Exact match | 608 contacts → |
“Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Fairstone Group LTDfairstonegroup.co.ukHQ: Sunderland, United KingdomReported employees: 1,001-5,000 | Sunderland, United Kingdom | 1,001-5,000 | Exact match | 593 contacts → |
“Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Dezervdezerv.inHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 589 contacts → |
“Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 8,696 company matches
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Fintech wealth advisors: dataset insights
September 28, 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
8,663 records in the displayed employee bands.
33 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 8,696 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: September 28, 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 ↗
Fintech wealth advisors by location
47 lists · largest firstEvery Fintech wealth advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Fintech wealth advisors based in the United States3,852
- Fintech wealth advisors based in India1,032
- Fintech wealth advisors based in the United Kingdom625
- Fintech wealth advisors based in Australia327
- Fintech wealth advisors based in Canada236
- Fintech wealth advisors based in France230
- Fintech wealth advisors based in Brazil189
- Fintech wealth advisors based in Germany142
- Fintech wealth advisors based in Switzerland109
- Fintech wealth advisors based in Singapore87
- Fintech wealth advisors based in South Africa84
- Fintech wealth advisors based in the United Arab Emirates64
- Fintech wealth advisors based in Spain56
- Fintech wealth advisors based in Mexico41
- Fintech wealth advisors based in Hong Kong40
- Fintech wealth advisors based in Italy40
- Fintech wealth advisors based in Malaysia36
- Fintech wealth advisors based in the Netherlands31
- Fintech wealth advisors based in Ireland26
Cities
- Fintech wealth advisors based in London, United Kingdom205
- Fintech wealth advisors based in Mumbai, India160
- Fintech wealth advisors based in Bangalore, India128
- Fintech wealth advisors based in New York, United States110
- Fintech wealth advisors based in Singapore, Singapore81
- Fintech wealth advisors based in Paris, France65
- Fintech wealth advisors based in Pune, India65
- Fintech wealth advisors based in Sydney, Australia64
- Fintech wealth advisors based in Sao Paulo, Brazil63
- Fintech wealth advisors based in San Francisco, United States56
- Fintech wealth advisors based in New Delhi, India53
- Fintech wealth advisors based in Chicago, United States52
- Fintech wealth advisors based in Atlanta, United States50
- Fintech wealth advisors based in Toronto, Canada47
- Fintech wealth advisors based in Austin, United States44
- Fintech wealth advisors based in Ahmedabad, India43
- Fintech wealth advisors based in Houston, United States43
- Fintech wealth advisors based in Dubai, United Arab Emirates40
- Fintech wealth advisors based in San Diego, United States40
- Fintech wealth advisors based in Dallas, United States36
- Fintech wealth advisors based in Denver, United States36
- Fintech wealth advisors based in Melbourne, Australia35
- Fintech wealth advisors based in Scottsdale, United States35
- Fintech wealth advisors based in Hyderabad, India33
- Fintech wealth advisors based in Boston, United States31
- Fintech wealth advisors based in Charlotte, United States31
- Fintech wealth advisors based in Seattle, United States28
- Fintech wealth advisors based in Tampa, United States28
Questions about this company list
What does Exact match mean for fintech wealth 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 fintech wealth advisors did RevenueBase find worldwide?
The saved snapshot records 8,696 matching company records, 144,972 tracked contacts and 51,282 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: September 28, 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
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 fintech wealth advisors worldwide. Snapshot: September 28, 2026. https://revenuebase.ai/companies/browse/fintech-wealth-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 fintech wealth advisors worldwide
RevenueBase records 8,696 matching company records for fintech wealth advisors worldwide, with 144,972 tracked contacts and 51,282 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: September 28, 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 fintech wealth 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 | LPL Financiallpl.com HQ: San Diego, CA, United StatesReported employees: 5,001-10,000 | San Diego, CA, United States | 5,001-10,000 | Exact match | 13,475 contacts → |
“LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | FNZfnz.com HQ: London, United KingdomReported employees: 5,001-10,000 | London, United Kingdom | 5,001-10,000 | Exact match | 4,802 contacts → |
“FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Equitable Advisorsequitable.com HQ: United StatesReported employees: 5,001-10,000 | United States | 5,001-10,000 | Exact match | 4,468 contacts → |
“At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Fineco Bankfinecobank.com HQ: Milano, ItalyReported employees: 1,001-5,000 | Milano, Italy | 1,001-5,000 | Exact match | 4,150 contacts → |
“FinecoBank is one of the most important FinTech banks in Europe.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Cibc Wood Gundywoodgundy.cibc.com HQ: CanadaReported employees: 1,001-5,000 | Canada | 1,001-5,000 | Exact match | 2,838 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 | GROWWgroww.in HQ: Bengaluru, IndiaReported employees: 501-1,000 | Bengaluru, India | 501-1,000 | Exact match | 2,165 contacts → |
“We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Marinermarinerwealthadvisors.com HQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 1,828 contacts → |
“Your wealth plan shouldn’t sit still.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Findexfindex.com.au HQ: Melbourne, AustraliaReported employees: 1,001-5,000 | Melbourne, Australia | 1,001-5,000 | Exact match | 1,664 contacts → |
“We’re here to help you build financial security and grow your wealth with confidence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Choicechoiceindia.com HQ: Mumbai, IndiaReported employees: 5,001-10,000 | Mumbai, India | 5,001-10,000 | Exact match | 1,282 contacts → |
“Choice Equity Broking Private Limited: SEBI Reg No.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Personal Capitalpersonalcapital.com HQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 1,168 contacts → |
“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | ORIONorion.com HQ: Omaha, NE, United StatesReported employees: 1,001-5,000 | Omaha, NE, United States | 1,001-5,000 | Exact match | 1,042 contacts → |
“Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Investcloud, INCinvestcloud.com HQ: West Hollywood, CA, United StatesReported employees: 1,001-5,000 | West Hollywood, CA, United States | 1,001-5,000 | Exact match | 992 contacts → |
“InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Assetmarkassetmark.com HQ: Concord, CA, United StatesReported employees: 1,001-5,000 | Concord, CA, United States | 1,001-5,000 | Exact match | 982 contacts → |
“AssetMark, Inc.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Apex Fintech Solutionsapexfintechsolutions.com HQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 911 contacts → |
“Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Banca Widibawidiba.it HQ: Milano, ItalyReported employees: 201-500 | Milano, Italy | 201-500 | Exact match | 838 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Hub24 Limitedhub24.com.au HQ: Sydney, AustraliaReported employees: 501-1,000 | Sydney, Australia | 501-1,000 | Exact match | 750 contacts → |
“HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Schroders Personal Wealthlloydswealth.com HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 721 contacts → |
“We are now Lloyds Wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Freedom Financial Networkfreedomfinancialnetwork.com HQ: San Mateo, CA, United StatesReported employees: 1,001-5,000 | San Mateo, CA, United States | 1,001-5,000 | Exact match | 708 contacts → |
“Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | OVB Vermögensberatung AGovb.de HQ: Köln, GermanyReported employees: 1,001-5,000 | Köln, Germany | 1,001-5,000 | Exact match | 708 contacts → |
“Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Betanxtbetanxt.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 629 contacts → |
“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Objectwayobjectway.com HQ: Milano, ItalyReported employees: 501-1,000 | Milano, Italy | 501-1,000 | Exact match | 626 contacts → |
“Founded as a software house in 1990 in a garage, by Luigi Marciano, Objectway is a Top-100 global FinTech provider in the Banking, Wealth & Investment Management Software Industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Emoney Advisoremoneyadvisor.com HQ: Radnor, PA, United StatesReported employees: 501-1,000 | Radnor, PA, United States | 501-1,000 | Exact match | 615 contacts → |
“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Centricity Wealthtechcentricity.co.in HQ: Gurugram, IndiaReported employees: 501-1,000 | Gurugram, India | 501-1,000 | Exact match | 608 contacts → |
“Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Fairstone Group LTDfairstonegroup.co.uk HQ: Sunderland, United KingdomReported employees: 1,001-5,000 | Sunderland, United Kingdom | 1,001-5,000 | Exact match | 593 contacts → |
“Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Dezervdezerv.in HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 589 contacts → |
“Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 8,696 company matches
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Fintech wealth advisors: dataset insights
September 28, 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
8,663 records in the displayed employee bands.
33 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 8,696 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: September 28, 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 ↗
Fintech wealth advisors by location
47 lists · largest firstEvery Fintech wealth advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Fintech wealth advisors based in the United States3,852
- Fintech wealth advisors based in India1,032
- Fintech wealth advisors based in the United Kingdom625
- Fintech wealth advisors based in Australia327
- Fintech wealth advisors based in Canada236
- Fintech wealth advisors based in France230
- Fintech wealth advisors based in Brazil189
- Fintech wealth advisors based in Germany142
- Fintech wealth advisors based in Switzerland109
- Fintech wealth advisors based in Singapore87
- Fintech wealth advisors based in South Africa84
- Fintech wealth advisors based in the United Arab Emirates64
- Fintech wealth advisors based in Spain56
- Fintech wealth advisors based in Mexico41
- Fintech wealth advisors based in Hong Kong40
- Fintech wealth advisors based in Italy40
- Fintech wealth advisors based in Malaysia36
- Fintech wealth advisors based in the Netherlands31
- Fintech wealth advisors based in Ireland26
Cities
- Fintech wealth advisors based in London, United Kingdom205
- Fintech wealth advisors based in Mumbai, India160
- Fintech wealth advisors based in Bangalore, India128
- Fintech wealth advisors based in New York, United States110
- Fintech wealth advisors based in Singapore, Singapore81
- Fintech wealth advisors based in Paris, France65
- Fintech wealth advisors based in Pune, India65
- Fintech wealth advisors based in Sydney, Australia64
- Fintech wealth advisors based in Sao Paulo, Brazil63
- Fintech wealth advisors based in San Francisco, United States56
- Fintech wealth advisors based in New Delhi, India53
- Fintech wealth advisors based in Chicago, United States52
- Fintech wealth advisors based in Atlanta, United States50
- Fintech wealth advisors based in Toronto, Canada47
- Fintech wealth advisors based in Austin, United States44
- Fintech wealth advisors based in Ahmedabad, India43
- Fintech wealth advisors based in Houston, United States43
- Fintech wealth advisors based in Dubai, United Arab Emirates40
- Fintech wealth advisors based in San Diego, United States40
- Fintech wealth advisors based in Dallas, United States36
- Fintech wealth advisors based in Denver, United States36
- Fintech wealth advisors based in Melbourne, Australia35
- Fintech wealth advisors based in Scottsdale, United States35
- Fintech wealth advisors based in Hyderabad, India33
- Fintech wealth advisors based in Boston, United States31
- Fintech wealth advisors based in Charlotte, United States31
- Fintech wealth advisors based in Seattle, United States28
- Fintech wealth advisors based in Tampa, United States28
Questions about this company list
What does Exact match mean for fintech wealth 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 fintech wealth advisors did RevenueBase find worldwide?
The saved snapshot records 8,696 matching company records, 144,972 tracked contacts and 51,282 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: September 28, 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
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 fintech wealth advisors worldwide. Snapshot: September 28, 2026. https://revenuebase.ai/companies/browse/fintech-wealth-advisors.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗