Company lists · Data refreshed September 2026
Top 25 Fintech wealth platforms worldwide
RevenueBase identified 8,129 fintech wealth platforms worldwide as of September 2026 and tracks 481,858 professional contacts across them, including 166,445 with verified work emails and 118,567 with mobile numbers. The United States is the largest market and Mumbai the largest hub.
This list covers fintech wealth 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 2, 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 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.
The 25 largest fintech wealth platforms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 80,668 contacts → | ||||
Indirect evidence “Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 2 | 32,046 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 2, 2026Thanks. The Data Team will review it. | |||||
| 3 | 24,721 contacts → | ||||
Indirect evidence “We are a community of 50 million who think-and feel-differently about investing.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 4 | 14,117 contacts → | ||||
Indirect evidence “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 5 | 12,841 contacts → | ||||
Indirect evidence “At PhonePe, we believe that access to financial services is not a privilege - it’s something every Indian deserves.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 6 | 11,045 contacts → | ||||
Indirect evidence “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9,379 contacts → | ||||
Indirect evidence “At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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 2, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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 2, 2026Thanks. The Data Team will review it. | |||||
| 10 | 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 2, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6,610 contacts → | ||||
Indirect evidence “Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5,438 contacts → | ||||
Indirect evidence “Founded in 1995, Mirae Asset Sharekhan was one of the first brokers to introduce online trading in India.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5,197 contacts → | ||||
Indirect evidence “The right one can make all the difference when it comes to your money or life.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4,910 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 2, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4,380 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4,130 contacts → | ||||
Partial evidence “FinecoBank is one of the most important FinTech banks in Europe.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 17 | 4,121 contacts → | ||||
Indirect evidence “There’s advice that can change your day.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3,869 contacts → | ||||
Indirect evidence “Trade.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2,701 contacts → | ||||
Indirect evidence “Bienvenido a Afore SURA, te ayudamos a crecer tu ahorro con rendimientos consistentes.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2,555 contacts → | ||||
Partial evidence “Hi, we’re eToro, The World’s Leading Social Investment Platform.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 21 | 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 2, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2,047 contacts → | ||||
Partial evidence “Ventura is an omnichannel trading and investments platform with a network of branches, sub-brokers and Digital Channels.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1,962 contacts → | ||||
Indirect evidence “Per 1 Oktober 2025, akun resmi Mandala Finance pindah ke @adirafinanceid.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1,887 contacts → | ||||
Indirect evidence “Better than your bank.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1,765 contacts → | ||||
Indirect evidence “Somos Balanz.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
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 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 platforms.
- Partial evidence
- Its own public description names part of fintech wealth 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 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 8,129 fintech wealth platforms worldwide
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Fintech wealth platforms worldwide at a glance
As of Sep 2, 2026Companies by employee count
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 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
- 31 countries, largest first: the United States, India, the United Kingdom, Brazil, Canada, Australia, the United Arab Emirates, Singapore, France, Germany and 21 more. Country and city lists for fintech wealth platforms are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “fintech wealth 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 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 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, 166,445 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 between September 2, 2026 and September 14, 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 platforms by location
97 lists · largest firstEvery Fintech wealth platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Fintech wealth platforms based in the United States2,938
- Fintech wealth platforms based in India2,392
- Fintech wealth platforms based in the United Kingdom462
- Fintech wealth platforms based in Brazil281
- Fintech wealth platforms based in Canada205
- Fintech wealth platforms based in Australia196
- Fintech wealth platforms based in the United Arab Emirates169
- Fintech wealth platforms based in Singapore143
- Fintech wealth platforms based in France135
- Fintech wealth platforms based in Germany134
- Fintech wealth platforms based in Switzerland92
- Fintech wealth platforms based in Hong Kong88
- Fintech wealth platforms based in South Africa83
- Fintech wealth platforms based in Nigeria81
- Fintech wealth platforms based in New Zealand59
- Fintech wealth platforms based in Indonesia56
- Fintech wealth platforms based in Spain56
- Fintech wealth platforms based in Malaysia55
- Fintech wealth platforms based in Ireland54
- Fintech wealth platforms based in the Netherlands53
- Fintech wealth platforms based in Argentina46
- Fintech wealth platforms based in Mexico44
- Fintech wealth platforms based in Vietnam41
- Fintech wealth platforms based in Türkiye39
- Fintech wealth platforms based in Italy38
- Fintech wealth platforms based in Chile36
- Fintech wealth platforms based in Belgium35
- Fintech wealth platforms based in Israel32
- Fintech wealth platforms based in Sweden31
- Fintech wealth platforms based in Japan30
- Fintech wealth platforms based in Saudi Arabia25
Cities
- Fintech wealth platforms based in Mumbai, India360
- Fintech wealth platforms based in London, United Kingdom252
- Fintech wealth platforms based in New York, United States150
- Fintech wealth platforms based in Pune, India138
- Fintech wealth platforms based in Bangalore, India121
- Fintech wealth platforms based in Bengaluru, India116
- Fintech wealth platforms based in Sao Paulo, Brazil116
- Fintech wealth platforms based in New Delhi, India112
- Fintech wealth platforms based in Ahmedabad, India106
- Fintech wealth platforms based in Kolkata, India95
- Fintech wealth platforms based in Paris, France85
- Fintech wealth platforms based in Dallas, United States84
- Fintech wealth platforms based in Chennai, India80
- Fintech wealth platforms based in Houston, United States77
- Fintech wealth platforms based in Noida, India76
- Fintech wealth platforms based in Toronto, Canada69
- Fintech wealth platforms based in Hyderabad, India67
- Fintech wealth platforms based in Sydney, Australia67
- Fintech wealth platforms based in San Francisco, United States65
- Fintech wealth platforms based in Austin, United States63
- Fintech wealth platforms based in Charlotte, United States58
- Fintech wealth platforms based in Denver, United States53
- Fintech wealth platforms based in Tampa, United States50
- Fintech wealth platforms based in Scottsdale, United States49
- Fintech wealth platforms based in Portland, United States48
- Fintech wealth platforms based in Los Angeles, United States47
- Fintech wealth platforms based in Seattle, United States44
- Fintech wealth platforms based in Miami, United States40
- Fintech wealth platforms based in Newport Beach, United States40
- Fintech wealth platforms based in Gurugram, India39
- Fintech wealth platforms based in Overland Park, United States39
- Fintech wealth platforms based in Birmingham, United States37
- Fintech wealth platforms based in Madrid, Spain37
- Fintech wealth platforms based in Raleigh, United States37
- Fintech wealth platforms based in Atlanta, United States36
- Fintech wealth platforms based in Boston, United States36
- Fintech wealth platforms based in Gurgaon, India36
- Fintech wealth platforms based in Phoenix, United States36
- Fintech wealth platforms based in San Antonio, United States36
- Fintech wealth platforms based in Cincinnati, United States35
- Fintech wealth platforms based in Minneapolis, United States35
- Fintech wealth platforms based in Boca Raton, United States34
- Fintech wealth platforms based in Irvine, United States34
- Fintech wealth platforms based in Vancouver, Canada34
- Fintech wealth platforms based in Rochester, United States33
- Fintech wealth platforms based in Montreal, Canada32
- Fintech wealth platforms based in Wilmington, United States32
- Fintech wealth platforms based in Chicago, United States31
- Fintech wealth platforms based in Columbia, United States30
- Fintech wealth platforms based in Greenville, United States30
- Fintech wealth platforms based in Greenwood Village, United States30
- Fintech wealth platforms based in Omaha, United States30
- Fintech wealth platforms based in Plano, United States30
- Fintech wealth platforms based in Zurich, Switzerland30
- Fintech wealth platforms based in Columbus, United States29
- Fintech wealth platforms based in Indianapolis, United States29
- Fintech wealth platforms based in Las Vegas, United States29
- Fintech wealth platforms based in Pittsburgh, United States29
- Fintech wealth platforms based in Richmond, United States29
- Fintech wealth platforms based in Louisville, United States27
- Fintech wealth platforms based in San Diego, United States27
- Fintech wealth platforms based in Springfield, United States27
- Fintech wealth platforms based in Washington, United States26
- Fintech wealth platforms based in Colorado Springs, United States25
- Fintech wealth platforms based in Troy, United States25
- Fintech wealth platforms based in Tucson, United States25
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 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 platforms are there worldwide?
RevenueBase identified 8,129 fintech wealth 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?
Fidelity Investments, headquartered in Boston, tops this list with the largest team on record.
Which country has the most fintech wealth platforms?
The United States leads with 2,938 companies, followed by India (2,392) 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 360 headquartered companies, followed by London (233) and Pune (138).
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 166,445 verified decision-maker contacts tracked across these 8,129 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled from the company graph between September 2, 2026 and September 14, 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.