Company lists · Data refreshed October 2026

Top 25 Fintech wealth platforms worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 12,112 companies tracked

RevenueBase identified 12,112 company matches for fintech wealth platforms worldwide as of October 2026 and tracks 657,191 professional contacts across them, including 245,611 with verified work emails. The United States is the largest market and Mumbai the largest hub.

This list covers company matches for fintech wealth platforms 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 October 1, 2026. Country and city lists for fintech wealth platforms 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 Oct 1, 2026 How this list was built

12,112Companies

657,191Contacts tracked

245,611Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest fintech wealth platforms worldwide

Ranked by team size

Top 25 of 12,112 company matches for fintech wealth platforms worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	Fidelity Investments	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	10001+	80,843 contacts →
	Exact match “Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	10001+	42,985 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Oct 1, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Charles Schwab	Exact match	Westlake, TX, United StatesHQ recorded Oct 1, 2026	10001+	31,927 contacts →
	Exact match “Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Blackrock	Exact match	New York, NY, United StatesHQ recorded Oct 1, 2026	10001+	27,797 contacts →
	Exact match “BlackRock is a global asset manager and technology provider dedicated to helping more and more people experience financial well-being.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Vanguard	Exact match	Valley Forge, PA, United StatesHQ recorded Oct 1, 2026	10001+	24,672 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 1, 2026	5,001-10,000	24,283 contacts →
	Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Wells Fargo Advisors	Exact match	St. Louis, MO, United StatesHQ recorded Oct 1, 2026	10001+	13,910 contacts →
	Exact match “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
10	Phonepe	Exact match	Bengaluru East, IndiaHQ recorded Oct 1, 2026	5,001-10,000	12,841 contacts →
	Exact match “At PhonePe, we believe that access to financial services is not a privilege - it’s something every Indian deserves.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	E Trade From Morgan Stanley	Exact match	Arlington, VA, United StatesHQ recorded Oct 1, 2026	1,001-5,000	11,044 contacts →
	Exact match “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Empower	Exact match	Greenwood Village, CO, United StatesHQ recorded Oct 1, 2026	10001+	9,313 contacts →
	Exact match “At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Angel ONE	Exact match	Mumbai, IndiaHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
14	Intellect Design Arena LTD	Exact match	Chennai, IndiaHQ recorded Oct 1, 2026	5,001-10,000	7,843 contacts →
	Exact match “Intellect Design Arena Ltd is a global leader in enterprise-grade financial technology, delivering composable and intelligent solutions to forward-looking financial institutions…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Icici Securities	Exact match	Mumbai, IndiaHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
16	Kotak Securities	Exact match	Mumbai, IndiaHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
17	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Oct 1, 2026	5,001-10,000	6,589 contacts →
	Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Mirae Asset Sharekhan	Exact match	Mumbai, IndiaHQ recorded Oct 1, 2026	1,001-5,000	5,438 contacts →
	Exact match “Founded in 1995, Mirae Asset Sharekhan was one of the first brokers to introduce online trading in India.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	FNZ	Exact match	London, United KingdomHQ recorded Oct 1, 2026	5,001-10,000	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 · Oct 1, 2026 · View company records in RevenueBase
20	Equitable Advisors	Exact match	United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
21	Hdfc Securities	Exact match	Mumbai, IndiaHQ recorded Oct 1, 2026	1,001-5,000	4,380 contacts →
	Exact match “HDFC securities has been serving a diverse customer base of retail and institutional investors, since Headquartered in Mumbai, it offers an exhaustive product suite to help its…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Fineco Bank	Exact match	Milan, ItalyHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
23	St. James's Place	Exact match	Cirencester, United KingdomHQ recorded Oct 1, 2026	1,001-5,000	4,111 contacts →
	Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	TD Ameritrade	Exact match	Omaha, NE, United StatesHQ recorded Oct 1, 2026	5,001-10,000	3,874 contacts →
	Exact match “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	BOK Financial	Exact match	Tulsa, OK, United StatesHQ recorded Oct 1, 2026	1,001-5,000	3,189 contacts →
	Exact match “For more than a century, BOK Financial has been a financial services partner for consumers, businesses and wealth clients alike.” Recorded in the RevenueBase company graph · Oct 1, 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 platforms”. 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 12,112 fintech wealth platforms worldwide

See the full list, filter by size, metro and specialty, and access 245,611 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Fintech wealth platforms worldwide at a glance

As of Oct 1, 2026

37.4%Verified-email coverage

54.3Average contacts per company

1-10Median size (employees)

2.5%Largest-city concentration · Mumbai

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

7,455

11-50

3,090

51-200

898

201-500

310

501-1,000

142

1,001-5,000

109

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 wealth platforms are linked below.
What qualifies: Company records worldwide whose business descriptions match “fintech wealth platforms” 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 245,611 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 October 1, 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 platforms by location

103 lists · largest first

Every Fintech wealth 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 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 platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fintech wealth platforms are there worldwide?

RevenueBase identified 12,112 company matches for fintech wealth platforms worldwide as of October 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?

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

Which country has the most fintech wealth platforms?

The United States leads with 2,938 companies, followed by India (1,953) and the United Kingdom (462). Every fintech wealth platforms list by country and city is linked on this page.

Which city has the most fintech wealth platforms?

Mumbai leads with 301 company records, followed by London (272) and Bangalore (203).

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 245,611 professional contacts with verified work emails tracked across these 12,112 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 October 1, 2026.

Ready to reach these companies? Verified emails and direct dials for all 12,112 fintech wealth platforms worldwide. Start with a free account, no credit card.

Download this list →

Related lists

Browse the directory

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.