Company lists · Data refreshed September 2026
Top 25 Goal-based investing platforms worldwide
RevenueBase identified 3,365 company matches for goal-based investing platforms worldwide as of September 2026 and tracks 128,830 professional contacts across them, including 45,715 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for goal-based investing 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 September 28, 2026. Country and city lists for goal-based investing 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.
The 25 largest goal-based investing platforms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 11,044 contacts → | ||||
Exact match “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 7,289 contacts → | ||||
Exact match “With over seven decades of ICICI Group’s legacy of trust and financial expertise, ICICI Securities stands as a leading, customer-centric and technology-driven financial services…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 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 | |||||
| 6 | 1,784 contacts → | ||||
Exact match “Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 1,772 contacts → | ||||
Exact match “Somos Balanz.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 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 | |||||
| 9 | 1,088 contacts → | ||||
Exact match “What does your Bank offer?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 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 | |||||
| 11 | 945 contacts → | ||||
Exact match “Most financial advice is built around products.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 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 | |||||
| 13 | 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 | |||||
| 14 | 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 | |||||
| 15 | 635 contacts → | ||||
Exact match “Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 623 contacts → | ||||
Exact match “Founded in 2008, FundsIndia is a technology-first wealth platform built to make investing simple, accessible, and rewarding for every Indian.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 553 contacts → | ||||
Exact match “1% Club is an education-led fintech platform that helps people make smarter decisions with their money.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 500 contacts → | ||||
Exact match “Cleo was founded in 2016 by people who'd been burned by banks and frustrated by a financial system that wasn't built for the people using it.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 443 contacts → | ||||
Exact match “Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 441 contacts → | ||||
Exact match “Futu Holdings Limited (Nasdaq: FUTU) is a leading fintech company committed to transforming the investing experience for investors worldwide.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 434 contacts → | ||||
Exact match “Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 416 contacts → | ||||
Exact match “Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 403 contacts → | ||||
Exact match “Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 348 contacts → | ||||
Exact match “Fisdom is an extremely simple app to make smart investments.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 347 contacts → | ||||
Exact match “Introducing Tradu, the platform built for smarter investing with an institutional edge.” 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 “goal-based investing 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 3,365 goal-based investing platforms worldwide
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Goal-based investing platforms 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 goal-based investing platforms are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “goal-based investing 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 45,715 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.
Goal-based investing platforms by location
25 lists · largest firstEvery Goal-based investing platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Goal-based investing platforms based in the United States666
- Goal-based investing platforms based in India653
- Goal-based investing platforms based in the United Kingdom186
- Goal-based investing platforms based in Brazil150
- Goal-based investing platforms based in France82
- Goal-based investing platforms based in Australia81
- Goal-based investing platforms based in Canada79
- Goal-based investing platforms based in Germany79
- Goal-based investing platforms based in Singapore59
- Goal-based investing platforms based in the United Arab Emirates50
- Goal-based investing platforms based in Switzerland46
- Goal-based investing platforms based in the Netherlands38
- Goal-based investing platforms based in Spain36
- Goal-based investing platforms based in Indonesia29
Cities
- Goal-based investing platforms based in London, United Kingdom122
- Goal-based investing platforms based in Bangalore, India119
- Goal-based investing platforms based in Mumbai, India111
- Goal-based investing platforms based in New York, United States67
- Goal-based investing platforms based in Sao Paulo, Brazil57
- Goal-based investing platforms based in Singapore, Singapore56
- Goal-based investing platforms based in San Francisco, United States47
- Goal-based investing platforms based in Paris, France36
- Goal-based investing platforms based in Toronto, Canada36
- Goal-based investing platforms based in Dubai, United Arab Emirates35
- Goal-based investing platforms based in Sydney, Australia28
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 “goal-based investing platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many goal-based investing platforms are there worldwide?
RevenueBase identified 3,365 company matches for goal-based investing platforms 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?
Charles Schwab tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most goal-based investing platforms?
The United States leads with 666 companies, followed by India (653) and the United Kingdom (186). Every goal-based investing platforms list by country and city is linked on this page.
Which city has the most goal-based investing platforms?
London leads with 127 company records, followed by Mumbai (111) and New York (67).
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 45,715 professional contacts with verified work emails tracked across these 3,365 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.
Ready to reach these companies? Verified emails and direct dials for all 3,365 goal-based investing platforms worldwide. Start with a free account, no credit card.
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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 goal-based investing platforms worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 3,365 matching company records for goal-based investing platforms worldwide, with 128,830 tracked contacts and 45,715 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 goal-based investing platforms 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 |  Charles Schwababoutschwab.comHQ: Westlake, TX, United StatesReported employees: 10001+ | Westlake, TX, United States | 10001+ | Exact match | 31,927 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Vanguardvanguard.comHQ: Valley Forge, PA, United StatesReported employees: 10001+ | Valley Forge, PA, United States | 10001+ | Exact match | 24,672 contacts → |
“We are a community of 50 million who think-and feel-differently about investing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  E Trade From Morgan Stanleyetrade.comHQ: Arlington, VA, United StatesReported employees: 1,001-5,000 | Arlington, VA, United States | 1,001-5,000 | Exact match | 11,044 contacts → |
“E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Icici Securitiesicicisecurities.comHQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 7,289 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  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. | |||||
| 6 |  Questrade Financial Groupquestrade.comHQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 1,784 contacts → |
“Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Balanz Capitalbalanz.comHQ: Caba, IndiaReported employees: 501-1,000 | Caba, India | 501-1,000 | Exact match | 1,772 contacts → |
“Somos Balanz.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  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. | |||||
| 9 |  Trade Republictraderepublic.comHQ: Berlin, GermanyReported employees: 501-1,000 | Berlin, Germany | 501-1,000 | Exact match | 1,088 contacts → |
“What does your Bank offer?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  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. | |||||
| 11 |  1 Finance1finance.co.inHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 945 contacts → |
“Most financial advice is built around products.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  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. | |||||
| 13 |  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. | |||||
| 14 |  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. | |||||
| 15 |  Bettermentbetterment.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 635 contacts → |
“Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Fundsindiafundsindia.comHQ: Bengaluru, IndiaReported employees: 1,001-5,000 | Bengaluru, India | 1,001-5,000 | Exact match | 623 contacts → |
“Founded in 2008, FundsIndia is a technology-first wealth platform built to make investing simple, accessible, and rewarding for every Indian.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  1 Clubonepercentclub.ioHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 553 contacts → |
“1% Club is an education-led fintech platform that helps people make smarter decisions with their money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  CLEOmeetcleo.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 500 contacts → |
“Cleo was founded in 2016 by people who'd been burned by banks and frustrated by a financial system that wasn't built for the people using it.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Moneyboxmoneyboxapp.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 443 contacts → |
“Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Futu Holdings Limitedfutuholdings.comHQ: 香港, Hong KongReported employees: 1,001-5,000 | 香港, Hong Kong | 1,001-5,000 | Exact match | 441 contacts → |
“Futu Holdings Limited (Nasdaq: FUTU) is a leading fintech company committed to transforming the investing experience for investors worldwide.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Publicpublic.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 434 contacts → |
“Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Wealthfrontwealthfront.comHQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 416 contacts → |
“Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  7im7im.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 403 contacts → |
“Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Fisdomfisdom.comHQ: Bengaluru North, IndiaReported employees: 501-1,000 | Bengaluru North, India | 501-1,000 | Exact match | 348 contacts → |
“Fisdom is an extremely simple app to make smart investments.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  TRADUtradu.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 347 contacts → |
“Introducing Tradu, the platform built for smarter investing with an institutional edge.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,365 company matches
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Goal-based investing platforms: 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
3,361 records in the displayed employee bands.
4 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 3,365 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 ↗
Goal-based investing platforms by location
25 lists · largest firstEvery Goal-based investing platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Goal-based investing platforms based in the United States666
- Goal-based investing platforms based in India653
- Goal-based investing platforms based in the United Kingdom186
- Goal-based investing platforms based in Brazil150
- Goal-based investing platforms based in France82
- Goal-based investing platforms based in Australia81
- Goal-based investing platforms based in Canada79
- Goal-based investing platforms based in Germany79
- Goal-based investing platforms based in Singapore59
- Goal-based investing platforms based in the United Arab Emirates50
- Goal-based investing platforms based in Switzerland46
- Goal-based investing platforms based in the Netherlands38
- Goal-based investing platforms based in Spain36
- Goal-based investing platforms based in Indonesia29
Cities
- Goal-based investing platforms based in London, United Kingdom122
- Goal-based investing platforms based in Bangalore, India119
- Goal-based investing platforms based in Mumbai, India111
- Goal-based investing platforms based in New York, United States67
- Goal-based investing platforms based in Sao Paulo, Brazil57
- Goal-based investing platforms based in Singapore, Singapore56
- Goal-based investing platforms based in San Francisco, United States47
- Goal-based investing platforms based in Paris, France36
- Goal-based investing platforms based in Toronto, Canada36
- Goal-based investing platforms based in Dubai, United Arab Emirates35
- Goal-based investing platforms based in Sydney, Australia28
Questions about this company list
What does Exact match mean for goal-based investing platforms?
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 goal-based investing platforms did RevenueBase find worldwide?
The saved snapshot records 3,365 matching company records, 128,830 tracked contacts and 45,715 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 goal-based investing platforms worldwide. Snapshot: September 28, 2026. https://revenuebase.ai/companies/browse/goal-based-investing-platforms.
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 goal-based investing platforms worldwide
RevenueBase records 3,365 matching company records for goal-based investing platforms worldwide, with 128,830 tracked contacts and 45,715 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 goal-based investing platforms 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 | Charles Schwababoutschwab.com HQ: Westlake, TX, United StatesReported employees: 10001+ | Westlake, TX, United States | 10001+ | Exact match | 31,927 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Vanguardvanguard.com HQ: Valley Forge, PA, United StatesReported employees: 10001+ | Valley Forge, PA, United States | 10001+ | Exact match | 24,672 contacts → |
“We are a community of 50 million who think-and feel-differently about investing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | E Trade From Morgan Stanleyetrade.com HQ: Arlington, VA, United StatesReported employees: 1,001-5,000 | Arlington, VA, United States | 1,001-5,000 | Exact match | 11,044 contacts → |
“E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Icici Securitiesicicisecurities.com HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 7,289 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | 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. | |||||
| 6 | Questrade Financial Groupquestrade.com HQ: Toronto, ON, CanadaReported employees: 1,001-5,000 | Toronto, ON, Canada | 1,001-5,000 | Exact match | 1,784 contacts → |
“Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Balanz Capitalbalanz.com HQ: Caba, IndiaReported employees: 501-1,000 | Caba, India | 501-1,000 | Exact match | 1,772 contacts → |
“Somos Balanz.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | 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. | |||||
| 9 | Trade Republictraderepublic.com HQ: Berlin, GermanyReported employees: 501-1,000 | Berlin, Germany | 501-1,000 | Exact match | 1,088 contacts → |
“What does your Bank offer?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | 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. | |||||
| 11 | 1 Finance1finance.co.in HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 945 contacts → |
“Most financial advice is built around products.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 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. | |||||
| 13 | 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. | |||||
| 14 | 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. | |||||
| 15 | Bettermentbetterment.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 635 contacts → |
“Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Fundsindiafundsindia.com HQ: Bengaluru, IndiaReported employees: 1,001-5,000 | Bengaluru, India | 1,001-5,000 | Exact match | 623 contacts → |
“Founded in 2008, FundsIndia is a technology-first wealth platform built to make investing simple, accessible, and rewarding for every Indian.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | 1 Clubonepercentclub.io HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 553 contacts → |
“1% Club is an education-led fintech platform that helps people make smarter decisions with their money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | CLEOmeetcleo.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 500 contacts → |
“Cleo was founded in 2016 by people who'd been burned by banks and frustrated by a financial system that wasn't built for the people using it.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Moneyboxmoneyboxapp.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 443 contacts → |
“Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Futu Holdings Limitedfutuholdings.com HQ: 香港, Hong KongReported employees: 1,001-5,000 | 香港, Hong Kong | 1,001-5,000 | Exact match | 441 contacts → |
“Futu Holdings Limited (Nasdaq: FUTU) is a leading fintech company committed to transforming the investing experience for investors worldwide.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Publicpublic.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 434 contacts → |
“Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Wealthfrontwealthfront.com HQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 416 contacts → |
“Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | 7im7im.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 403 contacts → |
“Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Fisdomfisdom.com HQ: Bengaluru North, IndiaReported employees: 501-1,000 | Bengaluru North, India | 501-1,000 | Exact match | 348 contacts → |
“Fisdom is an extremely simple app to make smart investments.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | TRADUtradu.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 347 contacts → |
“Introducing Tradu, the platform built for smarter investing with an institutional edge.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,365 company matches
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Goal-based investing platforms: 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
3,361 records in the displayed employee bands.
4 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 3,365 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 ↗
Goal-based investing platforms by location
25 lists · largest firstEvery Goal-based investing platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Goal-based investing platforms based in the United States666
- Goal-based investing platforms based in India653
- Goal-based investing platforms based in the United Kingdom186
- Goal-based investing platforms based in Brazil150
- Goal-based investing platforms based in France82
- Goal-based investing platforms based in Australia81
- Goal-based investing platforms based in Canada79
- Goal-based investing platforms based in Germany79
- Goal-based investing platforms based in Singapore59
- Goal-based investing platforms based in the United Arab Emirates50
- Goal-based investing platforms based in Switzerland46
- Goal-based investing platforms based in the Netherlands38
- Goal-based investing platforms based in Spain36
- Goal-based investing platforms based in Indonesia29
Cities
- Goal-based investing platforms based in London, United Kingdom122
- Goal-based investing platforms based in Bangalore, India119
- Goal-based investing platforms based in Mumbai, India111
- Goal-based investing platforms based in New York, United States67
- Goal-based investing platforms based in Sao Paulo, Brazil57
- Goal-based investing platforms based in Singapore, Singapore56
- Goal-based investing platforms based in San Francisco, United States47
- Goal-based investing platforms based in Paris, France36
- Goal-based investing platforms based in Toronto, Canada36
- Goal-based investing platforms based in Dubai, United Arab Emirates35
- Goal-based investing platforms based in Sydney, Australia28
Questions about this company list
What does Exact match mean for goal-based investing platforms?
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 goal-based investing platforms did RevenueBase find worldwide?
The saved snapshot records 3,365 matching company records, 128,830 tracked contacts and 45,715 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
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Cite this list
RevenueBase Data Team. Top 25 goal-based investing platforms worldwide. Snapshot: September 28, 2026. https://revenuebase.ai/companies/browse/goal-based-investing-platforms.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗