Company lists · Data refreshed September 2026

Top 25 Hybrid advisory platforms worldwide

Name: Hybrid advisory platforms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 5,535 companies tracked

RevenueBase identified 5,535 hybrid advisory platforms worldwide as of September 2026 and tracks 137,920 professional contacts across them, including 57,538 with verified work emails. The United States is the largest market and London the largest hub.

This list covers hybrid advisory platforms worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026. Country and city lists for hybrid advisory platforms follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

5,535Companies

137,920Contacts tracked

57,538Verified emails

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The 25 largest hybrid advisory platforms worldwide

Ranked by team size

Top 25 of 5,535 hybrid advisory platforms worldwide, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to hybrid advisory platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Charles Schwab	Indirect evidence	Westlake, TX, United StatesHQ checked Sep 28, 2026	10001+	31,927 contacts →
	Indirect evidence “Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Source: RevenueBase Database · checked Sep 28, 2026
2	Wells Fargo Advisors	Partial evidence	St. Louis, MO, United StatesHQ checked Sep 28, 2026	10001+	13,910 contacts →
	Partial evidence “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Source: RevenueBase Database · checked Sep 28, 2026
3	LPL Financial	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	5,001-10,000	13,475 contacts →
	Indirect evidence “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Source: RevenueBase Database · checked Sep 28, 2026
4	TD Ameritrade	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	5,001-10,000	3,874 contacts →
	Indirect evidence “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Source: RevenueBase Database · checked Sep 28, 2026
5	Envestnet	Partial evidence	Berwyn, PA, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,766 contacts →
	Partial evidence “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Source: RevenueBase Database · checked Sep 28, 2026
6	Icapital	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,016 contacts →
	Indirect evidence “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Source: RevenueBase Database · checked Sep 28, 2026
7	Edelman Financial Engines	Indirect evidence	Santa Clara, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,482 contacts →
	Indirect evidence “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Source: RevenueBase Database · checked Sep 28, 2026
8	Personal Capital	Indirect evidence	Redwood City, CA, United StatesHQ checked Sep 28, 2026	201-500	1,168 contacts →
	Indirect evidence “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Source: RevenueBase Database · checked Sep 28, 2026
9	ORION	Partial evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,042 contacts →
	Partial evidence “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Source: RevenueBase Database · checked Sep 28, 2026
10	Investcloud, INC	Indirect evidence	West Hollywood, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	992 contacts →
	Indirect evidence “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Source: RevenueBase Database · checked Sep 28, 2026
11	Assetmark	Indirect evidence	Concord, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	982 contacts →
	Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
12	Apex Fintech Solutions	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	501-1,000	911 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
13	Banca Widiba	Indirect evidence	Milano, ItalyHQ checked Sep 28, 2026	201-500	838 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
14	BLKB	Indirect evidence	Liestal, SwitzerlandHQ checked Sep 28, 2026	501-1,000	758 contacts →
	Indirect evidence “Was morgen zählt, beginnt heute.” Source: RevenueBase Database · checked Sep 28, 2026
15	Hub24 Limited	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	501-1,000	750 contacts →
	Partial evidence “HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Source: RevenueBase Database · checked Sep 28, 2026
16	OVB Vermögensberatung AG	Indirect evidence	Köln, GermanyHQ checked Sep 28, 2026	1,001-5,000	708 contacts →
	Indirect evidence “Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Source: RevenueBase Database · checked Sep 28, 2026
17	U.S. Bancorp Investments, INC	Indirect evidence	S St Paul, MN, United StatesHQ checked Sep 28, 2026	1,001-5,000	645 contacts →
	Indirect evidence “At U.S.” Source: RevenueBase Database · checked Sep 28, 2026
18	Betanxt	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	629 contacts →
	Partial evidence “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Source: RevenueBase Database · checked Sep 28, 2026
19	Advisor360	Partial evidence	Needham, MA, United StatesHQ checked Sep 28, 2026	501-1,000	603 contacts →
	Partial evidence “Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Source: RevenueBase Database · checked Sep 28, 2026
20	Chase DE Vere	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	589 contacts →
	Indirect evidence “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Source: RevenueBase Database · checked Sep 28, 2026
21	Intelliflo	Indirect evidence	Wimbledon, United KingdomHQ checked Sep 28, 2026	201-500	485 contacts →
	Indirect evidence “intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business.” Source: RevenueBase Database · checked Sep 28, 2026
22	Financial Alliance PTE LTD	Partial evidence	SingaporeHQ checked Sep 28, 2026	201-500	453 contacts →
	Partial evidence “Driven by values and powered by people, Financial Alliance is Singapore's leading and award-winning Financial Advisory Firm.” Source: RevenueBase Database · checked Sep 28, 2026
23	Public	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	434 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
24	Westpac Wealth Partners	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	201-500	393 contacts →
	Indirect evidence “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Source: RevenueBase Database · checked Sep 28, 2026
25	NMG Benefits	Partial evidence	Johannesburg, South AfricaHQ checked Sep 28, 2026	201-500	386 contacts →
	Partial evidence “NMG Benefits is a financial advisory firm that provides unbiased advice, fosters industry competition, and simplifies complex financial matters.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: hybrid advisory 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 hybrid advisory platforms.
Partial evidence: Its own public description names part of hybrid advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name hybrid advisory 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 5,535 hybrid advisory platforms worldwide

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Hybrid advisory platforms worldwide at a glance

As of Sep 28, 2026

41.7%Verified-email coverage

24.9Average contacts per company

1-10Median size (employees)

2.0%Largest-city concentration · London

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

3,781

11-50

1,296

51-200

286

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among hybrid advisory platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
Coverage: Every country. Country and city lists for hybrid advisory platforms are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “hybrid advisory 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 hybrid advisory 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 hybrid advisory 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, 57,538 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Hybrid advisory platforms by location

32 lists · largest first

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

Countries

Cities

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names hybrid advisory 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 hybrid advisory platforms are there worldwide?

RevenueBase identified 5,535 hybrid advisory platforms worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

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

Which country has the most hybrid advisory platforms?

The United States leads with 2,704 companies, followed by India (546) and the United Kingdom (326). Every hybrid advisory platforms list by country and city is linked on this page.

Which city has the most hybrid advisory platforms?

London leads with 109 headquartered companies, followed by Mumbai (91) and New York (75).

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 57,538 verified decision-maker contacts tracked across these 5,535 companies.

How current is this list?

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

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About this data

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