Company lists · Data refreshed September 2026

Top 25 Fintech wealth management platforms worldwide

Name: Fintech wealth management platforms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 4,786 companies tracked

RevenueBase identified 4,786 fintech wealth management platforms worldwide as of September 2026 and tracks 235,101 professional contacts across them, including 83,906 with verified work emails. The United States is the largest market and London the largest hub.

This list covers fintech wealth management platforms 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 wealth management platforms 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

4,786Companies

235,101Contacts tracked

83,906Verified emails

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The 25 largest fintech wealth management platforms worldwide

Ranked by team size

Top 25 of 4,786 fintech wealth management platforms worldwide, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to fintech wealth management platforms: 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	Charles Schwab	Indirect evidence	Westlake, TX, United StatesHQ checked Sep 28, 2026	10001+	31,927 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
2	Vanguard	Indirect evidence	Valley Forge, PA, United StatesHQ checked Sep 28, 2026	10001+	24,672 contacts →
	Indirect evidence “We are a community of 50 million who think-and feel-differently about investing.” Source: RevenueBase Database · checked Sep 28, 2026
3	LPL Financial	Strong evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	5,001-10,000	13,475 contacts →
	Strong 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
4	E Trade From Morgan Stanley	Indirect evidence	Arlington, VA, United StatesHQ checked Sep 28, 2026	1,001-5,000	11,044 contacts →
	Indirect evidence “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Source: RevenueBase Database · checked Sep 28, 2026
5	Angel ONE	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	1,001-5,000	8,280 contacts →
	Partial 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
6	Intellect Design Arena LTD	Indirect evidence	Chennai, IndiaHQ checked Sep 28, 2026	5,001-10,000	7,843 contacts →
	Indirect evidence “Intellect Design Arena Ltd is a global leader in enterprise-grade financial technology, delivering composable and intelligent solutions to forward-looking financial institutions…” Source: RevenueBase Database · checked Sep 28, 2026
7	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
8	FNZ	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	5,001-10,000	4,802 contacts →
	Partial evidence “FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.” Source: RevenueBase Database · checked Sep 28, 2026
9	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
10	TD Ameritrade	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	5,001-10,000	3,874 contacts →
	Indirect evidence “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Source: RevenueBase Database · checked Sep 28, 2026
11	Robinhood	Indirect evidence	Menlo Park, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	3,771 contacts →
	Indirect evidence “Trade.” Source: RevenueBase Database · checked Sep 28, 2026
12	Envestnet	Partial evidence	Berwyn, PA, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,766 contacts →
	Partial evidence “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Source: RevenueBase Database · checked Sep 28, 2026
13	Arcesium	Indirect evidence	New York City, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,637 contacts →
	Indirect evidence “Arcesium is a global financial technology company delivering front-to-back technology solutions for some of the world’s most sophisticated financial institutions, including hedge…” Source: RevenueBase Database · checked Sep 28, 2026
14	GROWW	Partial evidence	Bengaluru, IndiaHQ checked Sep 28, 2026	501-1,000	2,165 contacts →
	Partial 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
15	Icapital	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,016 contacts →
	Indirect evidence “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Source: RevenueBase Database · checked Sep 28, 2026
16	Questrade Financial Group	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 28, 2026	1,001-5,000	1,784 contacts →
	Indirect evidence “Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry.” Source: RevenueBase Database · checked Sep 28, 2026
17	Balanz Capital	Indirect evidence	Caba, IndiaHQ checked Sep 28, 2026	501-1,000	1,772 contacts →
	Indirect evidence “Somos Balanz.” Source: RevenueBase Database · checked Sep 28, 2026
18	Edelman Financial Engines	Indirect evidence	Santa Clara, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,482 contacts →
	Indirect evidence “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Source: RevenueBase Database · checked Sep 28, 2026
19	Addepar	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,304 contacts →
	Partial evidence “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Source: RevenueBase Database · checked Sep 28, 2026
20	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
21	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
22	Alankit	Partial evidence	New Delhi, IndiaHQ checked Sep 28, 2026	1,001-5,000	1,125 contacts →
	Partial evidence “Established in 1995, we are a diversified FinTech conglomerate with a strong presence across Financial Services, RegTech, Channel Business, Managed Services, SDO, and Technology…” Source: RevenueBase Database · checked Sep 28, 2026
23	ORION	Strong evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,042 contacts →
	Strong 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
24	Investcloud, INC	Partial evidence	West Hollywood, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	992 contacts →
	Partial evidence “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Source: RevenueBase Database · checked Sep 28, 2026
25	Assetmark	Indirect evidence	Concord, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	982 contacts →
	Indirect evidence “AssetMark, Inc.” 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 wealth management platforms. 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 wealth management platforms.
Partial evidence: Its own public description names part of fintech wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fintech wealth management platforms. 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 4,786 fintech wealth management platforms worldwide

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Fintech wealth management platforms worldwide at a glance

As of Sep 28, 2026

35.7%Verified-email coverage

49.1Average contacts per company

1-10Median size (employees)

4.2%Largest-city concentration · London

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

2,543

11-50

1,493

51-200

476

201-500

135

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 wealth management platforms, 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 wealth management platforms are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “fintech wealth management platforms”. 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 wealth management platforms), 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 wealth management platforms, 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, 83,906 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 wealth management platforms by location

35 lists · largest first

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

Countries

Cities

Frequently asked

What is RevenueBase 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 wealth management platforms, 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 wealth management platforms are there worldwide?

RevenueBase identified 4,786 fintech wealth management platforms 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?

Charles Schwab, headquartered in Westlake, tops this list with the largest team on record.

Which country has the most fintech wealth management platforms?

The United States leads with 1,156 companies, followed by India (766) and the United Kingdom (315). Every fintech wealth management platforms list by country and city is linked on this page.

Which city has the most fintech wealth management platforms?

London leads with 200 headquartered companies, followed by Mumbai (139) and New York (116).

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 83,906 verified decision-maker contacts tracked across these 4,786 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.