Company lists · Data refreshed September 2026

Top 25 Goal based wealth management platforms worldwide

Name: Goal based 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 11,605 companies tracked

RevenueBase identified 11,605 company matches for goal based wealth management platforms worldwide as of September 2026 and tracks 199,249 professional contacts across them, including 74,922 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for goal based wealth management 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 wealth management 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 Sep 28, 2026 How this list was built

11,605Companies

199,249Contacts tracked

74,922Verified emails

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The 25 largest goal based wealth management platforms worldwide

Ranked by team size

Top 25 of 11,605 company matches for goal based wealth management platforms worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
2	FNZ	Exact match	London, United KingdomHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
3	St. James's Place	Exact match	Cirencester, United KingdomHQ recorded Sep 28, 2026	1,001-5,000	4,111 contacts →
	Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Cibc Wood Gundy	Exact match	CanadaHQ recorded Sep 28, 2026	1,001-5,000	2,838 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	UFF	Exact match	Bois-colombes, FranceHQ recorded Sep 28, 2026	501-1,000	2,390 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	GROWW	Exact match	Bengaluru, IndiaHQ recorded Sep 28, 2026	501-1,000	2,165 contacts →
	Exact match “We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Evelyn Partners	Exact match	London, United KingdomHQ recorded Sep 28, 2026	1,001-5,000	2,096 contacts →
	Exact match “Meet the people behind your future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Icapital	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	2,016 contacts →
	Exact match “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Iifl Capital Services Limited	Exact match	Mumbai, IndiaHQ recorded Sep 28, 2026	1,001-5,000	1,878 contacts →
	Exact match “IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,661 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Quilter	Exact match	London, United KingdomHQ recorded Sep 28, 2026	1,001-5,000	1,534 contacts →
	Exact match “As one of the UK’s leading wealth management companies, Quilter’s purpose is brighter financial futures for every generation.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Focus Partners	Exact match	St. Louis, MO, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,249 contacts →
	Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	BNY Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	10001+	1,217 contacts →
	Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	PSG Wealth	Exact match	Waterfall, South AfricaHQ recorded Sep 28, 2026	501-1,000	1,173 contacts →
	Exact match “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Personal Capital	Exact match	Redwood City, CA, United StatesHQ recorded Sep 28, 2026	201-500	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
16	ORION	Exact match	Omaha, NE, United StatesHQ recorded Sep 28, 2026	1,001-5,000	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
17	Investcloud, INC	Exact match	West Hollywood, CA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	992 contacts →
	Exact match “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Assetmark	Exact match	Concord, CA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	982 contacts →
	Exact match “AssetMark, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Stonehage Fleming	Exact match	Jersey, United KingdomHQ recorded Sep 28, 2026	501-1,000	929 contacts →
	Exact match “Stonehage Fleming is now Corient.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Apex Fintech Solutions	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	501-1,000	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
21	Banca Widiba	Exact match	Milano, ItalyHQ recorded Sep 28, 2026	201-500	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
22	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	837 contacts →
	Exact match “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	TAX & Financial Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 28, 2026	n/a	810 contacts →
	Exact match “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	BMO Wealth Management - Canada	Exact match	CanadaHQ recorded Sep 28, 2026	10001+	779 contacts →
	Exact match “BMO’s Wealth Management services are driven to achieve results for our clients that come from providing an unequaled customer experience.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Northern Trust Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	10001+	771 contacts →
	Exact match “Any successful wealth plan begins with a thorough discussion of your ambitions.” 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 wealth management 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 11,605 goal based wealth management platforms worldwide

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Goal based wealth management platforms worldwide at a glance

As of Sep 28, 2026

37.6%Verified-email coverage

17.2Average contacts per company

1-10Median size (employees)

2.6%Largest-city concentration · London

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

8,006

11-50

2,720

51-200

559

201-500

141

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

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 wealth management platforms are linked below.
What qualifies: Company records worldwide whose business descriptions match “goal based wealth management 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 74,922 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 wealth management platforms by location

64 lists · largest first

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

How many goal based wealth management platforms are there worldwide?

RevenueBase identified 11,605 company matches for goal based wealth management 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?

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

Which country has the most goal based wealth management platforms?

The United States leads with 4,545 companies, followed by India (1,308) and the United Kingdom (775). Every goal based wealth management platforms list by country and city is linked on this page.

Which city has the most goal based wealth management platforms?

London leads with 301 company records, followed by Mumbai (237) and Paris (188).

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 74,922 professional contacts with verified work emails tracked across these 11,605 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.