Company lists · Data refreshed November 2026
Top 25 Hybrid advisory platforms worldwide
RevenueBase identified 6,595 company matches for hybrid advisory platforms worldwide as of November 2026 and tracks 197,062 professional contacts across them, including 70,900 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for hybrid advisory 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 November 5, 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 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 hybrid advisory platforms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 34,197 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 14,986 contacts → | ||||
Exact match “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 14,339 contacts → | ||||
Exact match “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 11,189 contacts → | ||||
Exact match “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 7,830 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 4,525 contacts → | ||||
Exact match “At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 4,350 contacts → | ||||
Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 3,986 contacts → | ||||
Exact match “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 2,921 contacts → | ||||
Exact match “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 2,368 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 1,890 contacts → | ||||
Exact match “Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 1,586 contacts → | ||||
Exact match “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 1,285 contacts → | ||||
Exact match “Choice Equity Broking Private Limited: SEBI Reg No.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 1,247 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 1,216 contacts → | ||||
Exact match “A Genial é mais que um banco ou uma corretora.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 1,090 contacts → | ||||
Exact match “Orion is a leading AI-native wealthtech company transforming the advisor experience through connected technology, intelligent automation, and investment solutions built for growth.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 1,075 contacts → | ||||
Exact match “AssetMark, Inc.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 1,059 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 1,032 contacts → | ||||
Exact match “Most financial advice is built around products.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 867 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 857 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 793 contacts → | ||||
Exact match “Was morgen zählt, beginnt heute.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 758 contacts → | ||||
Exact match “If you think Edward Jones is like every other large investment firm, think again.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 752 contacts → | ||||
Exact match “Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 748 contacts → | ||||
Exact match “Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded in the RevenueBase company graph · Nov 5, 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 “hybrid advisory 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 6,595 hybrid advisory platforms worldwide
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Hybrid advisory platforms worldwide at a glance
As of Nov 5, 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 hybrid advisory platforms are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “hybrid advisory 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 70,900 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 November 5, 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.
Hybrid advisory platforms by location
34 lists · largest firstEvery Hybrid advisory platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Hybrid advisory platforms based in the United States2,719
- Hybrid advisory platforms based in India788
- Hybrid advisory platforms based in the United Kingdom472
- Hybrid advisory platforms based in Australia334
- Hybrid advisory platforms based in Brazil233
- Hybrid advisory platforms based in Canada179
- Hybrid advisory platforms based in Germany123
- Hybrid advisory platforms based in France100
- Hybrid advisory platforms based in South Africa91
- Hybrid advisory platforms based in the Netherlands73
- Hybrid advisory platforms based in Singapore53
- Hybrid advisory platforms based in Switzerland52
- Hybrid advisory platforms based in the United Arab Emirates45
- Hybrid advisory platforms based in Spain36
- Hybrid advisory platforms based in Mexico35
- Hybrid advisory platforms based in Argentina32
- Hybrid advisory platforms based in Ireland28
Cities
- Hybrid advisory platforms based in London, United Kingdom131
- Hybrid advisory platforms based in Mumbai, India124
- Hybrid advisory platforms based in Bangalore, India102
- Hybrid advisory platforms based in New York, United States91
- Hybrid advisory platforms based in Sao Paulo, Brazil73
- Hybrid advisory platforms based in Singapore, Singapore50
- Hybrid advisory platforms based in Sydney, Australia47
- Hybrid advisory platforms based in Pune, India41
- Hybrid advisory platforms based in Toronto, Canada38
- Hybrid advisory platforms based in San Francisco, United States37
- Hybrid advisory platforms based in Paris, France35
- Hybrid advisory platforms based in Chicago, United States33
- Hybrid advisory platforms based in Atlanta, United States30
- Hybrid advisory platforms based in Houston, United States30
- Hybrid advisory platforms based in Ahmedabad, India28
- Hybrid advisory platforms based in Melbourne, Australia27
- Hybrid advisory platforms based in Dallas, United States26
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 “hybrid advisory platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many hybrid advisory platforms are there worldwide?
RevenueBase identified 6,595 company matches for hybrid advisory platforms worldwide as of November 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 hybrid advisory platforms?
The United States leads with 2,719 companies, followed by India (788) and the United Kingdom (472). 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 135 company records, followed by Mumbai (124) and Bangalore (102).
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 70,900 professional contacts with verified work emails tracked across these 6,595 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 November 5, 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.
More company lists
Company intelligence · public preview
Top 25 hybrid advisory 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 6,595 matching company records for hybrid advisory platforms worldwide, with 197,062 tracked contacts and 70,900 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: November 5, 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 hybrid advisory 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, NC, United StatesReported employees: 10001+ | Westlake, NC, United States | 10001+ | Exact match | 34,197 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Wells Fargo Advisorswellsfargoadvisors.comHQ: St. Louis, MO, United StatesReported employees: 10001+ | St. Louis, MO, United States | 10001+ | Exact match | 14,986 contacts → |
“With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  LPL Financiallpl.comHQ: San Diego, CA, United StatesReported employees: 5,001-10,000 | San Diego, CA, United States | 5,001-10,000 | Exact match | 14,339 contacts → |
“LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  E Trade From Morgan Stanleyetrade.comHQ: Sandy, UT, United StatesReported employees: 1,001-5,000 | Sandy, UT, United States | 1,001-5,000 | Exact match | 11,189 contacts → |
“E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Icici Securitiesicicisecurities.comHQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 7,830 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Equitable Advisorsequitableadvisors.comHQ: United StatesReported employees: 5,001-10,000 | United States | 5,001-10,000 | Exact match | 4,525 contacts → |
“At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  St. James's Placesjp.co.ukHQ: Cirencester, United KingdomReported employees: 1,001-5,000 | Cirencester, United Kingdom | 1,001-5,000 | Exact match | 4,350 contacts → |
“There’s advice that can change your day.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  TD Ameritradetdameritrade.comHQ: Omaha, NJ, United StatesReported employees: 5,001-10,000 | Omaha, NJ, United States | 5,001-10,000 | Exact match | 3,986 contacts → |
“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Envestnetenvestnet.comHQ: Berwyn, PA, United StatesReported employees: 1,001-5,000 | Berwyn, PA, United States | 1,001-5,000 | Exact match | 2,921 contacts → |
“Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  GROWWgroww.inHQ: Bangalore, IndiaReported employees: 501-1,000 | Bangalore, India | 501-1,000 | Exact match | 2,368 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Partners Financial Services, A.Spartners.czHQ: Praha 4 – Chodov, Czech RepublicReported employees: 1,001-5,000 | Praha 4 – Chodov, Czech Republic | 1,001-5,000 | Exact match | 1,890 contacts → |
“Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Edelman Financial Enginesedelmanfinancialengines.comHQ: Santa Clara, CA, United StatesReported employees: 1,001-5,000 | Santa Clara, CA, United States | 1,001-5,000 | Exact match | 1,586 contacts → |
“For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Choicechoiceindia.comHQ: Mumbai, IndiaReported employees: 5,001-10,000 | Mumbai, India | 5,001-10,000 | Exact match | 1,285 contacts → |
“Choice Equity Broking Private Limited: SEBI Reg No.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Personal Capitalpersonalcapital.comHQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 1,247 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Genial Investimentosgenialinvestimentos.com.brHQ: Sao Paulo, FL, BrazilReported employees: 501-1,000 | Sao Paulo, FL, Brazil | 501-1,000 | Exact match | 1,216 contacts → |
“A Genial é mais que um banco ou uma corretora.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  ORIONorion.comHQ: Omaha, FL, United StatesReported employees: 1,001-5,000 | Omaha, FL, United States | 1,001-5,000 | Exact match | 1,090 contacts → |
“Orion is a leading AI-native wealthtech company transforming the advisor experience through connected technology, intelligent automation, and investment solutions built for growth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Assetmarkassetmark.comHQ: Concord, CA, United StatesReported employees: 1,001-5,000 | Concord, CA, United States | 1,001-5,000 | Exact match | 1,075 contacts → |
“AssetMark, Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Apex Fintech Solutionsapexfintechsolutions.comHQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 1,059 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  1 Finance1finance.org.inHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 1,032 contacts → |
“Most financial advice is built around products.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Hub24 Limitedhub24.com.auHQ: Sydney, AustraliaReported employees: 501-1,000 | Sydney, Australia | 501-1,000 | Exact match | 867 contacts → |
“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.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Banca Widibawidiba.itHQ: Milan, ItalyReported employees: 201-500 | Milan, Italy | 201-500 | Exact match | 857 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  BLKBbiolink.lyHQ: Liestal, SwitzerlandReported employees: 501-1,000 | Liestal, Switzerland | 501-1,000 | Exact match | 793 contacts → |
“Was morgen zählt, beginnt heute.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Edward Jones USedwardjones.comHQ: United StatesReported employees: 10001+ | United States | 10001+ | Exact match | 758 contacts → |
“If you think Edward Jones is like every other large investment firm, think again.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  OVB Vermögensberatung AGovb.deHQ: Cologne, GermanyReported employees: 1,001-5,000 | Cologne, Germany | 1,001-5,000 | Exact match | 752 contacts → |
“Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  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 | 748 contacts → |
“Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 6,595 company matches
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Hybrid advisory platforms: dataset insights
November 5, 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
6,561 records in the displayed employee bands.
34 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 6,595 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: November 5, 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 ↗
Hybrid advisory platforms by location
34 lists · largest firstEvery Hybrid advisory platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Hybrid advisory platforms based in the United States2,719
- Hybrid advisory platforms based in India788
- Hybrid advisory platforms based in the United Kingdom472
- Hybrid advisory platforms based in Australia334
- Hybrid advisory platforms based in Brazil233
- Hybrid advisory platforms based in Canada179
- Hybrid advisory platforms based in Germany123
- Hybrid advisory platforms based in France100
- Hybrid advisory platforms based in South Africa91
- Hybrid advisory platforms based in the Netherlands73
- Hybrid advisory platforms based in Singapore53
- Hybrid advisory platforms based in Switzerland52
- Hybrid advisory platforms based in the United Arab Emirates45
- Hybrid advisory platforms based in Spain36
- Hybrid advisory platforms based in Mexico35
- Hybrid advisory platforms based in Argentina32
- Hybrid advisory platforms based in Ireland28
Cities
- Hybrid advisory platforms based in London, United Kingdom131
- Hybrid advisory platforms based in Mumbai, India124
- Hybrid advisory platforms based in Bangalore, India102
- Hybrid advisory platforms based in New York, United States91
- Hybrid advisory platforms based in Sao Paulo, Brazil73
- Hybrid advisory platforms based in Singapore, Singapore50
- Hybrid advisory platforms based in Sydney, Australia47
- Hybrid advisory platforms based in Pune, India41
- Hybrid advisory platforms based in Toronto, Canada38
- Hybrid advisory platforms based in San Francisco, United States37
- Hybrid advisory platforms based in Paris, France35
- Hybrid advisory platforms based in Chicago, United States33
- Hybrid advisory platforms based in Atlanta, United States30
- Hybrid advisory platforms based in Houston, United States30
- Hybrid advisory platforms based in Ahmedabad, India28
- Hybrid advisory platforms based in Melbourne, Australia27
- Hybrid advisory platforms based in Dallas, United States26
Questions about this company list
What does Exact match mean for hybrid advisory 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 hybrid advisory platforms did RevenueBase find worldwide?
The saved snapshot records 6,595 matching company records, 197,062 tracked contacts and 70,900 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: November 5, 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
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Cite this list
RevenueBase Data Team. Top 25 hybrid advisory platforms worldwide. Snapshot: November 5, 2026. https://revenuebase.ai/companies/browse/hybrid-advisory-platforms.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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Company intelligence · public preview
Top 25 hybrid advisory platforms worldwide
RevenueBase records 6,595 matching company records for hybrid advisory platforms worldwide, with 197,062 tracked contacts and 70,900 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: November 5, 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 hybrid advisory 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, NC, United StatesReported employees: 10001+ | Westlake, NC, United States | 10001+ | Exact match | 34,197 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Wells Fargo Advisorswellsfargoadvisors.com HQ: St. Louis, MO, United StatesReported employees: 10001+ | St. Louis, MO, United States | 10001+ | Exact match | 14,986 contacts → |
“With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | LPL Financiallpl.com HQ: San Diego, CA, United StatesReported employees: 5,001-10,000 | San Diego, CA, United States | 5,001-10,000 | Exact match | 14,339 contacts → |
“LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | E Trade From Morgan Stanleyetrade.com HQ: Sandy, UT, United StatesReported employees: 1,001-5,000 | Sandy, UT, United States | 1,001-5,000 | Exact match | 11,189 contacts → |
“E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Icici Securitiesicicisecurities.com HQ: Mumbai, IndiaReported employees: 1,001-5,000 | Mumbai, India | 1,001-5,000 | Exact match | 7,830 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Equitable Advisorsequitableadvisors.com HQ: United StatesReported employees: 5,001-10,000 | United States | 5,001-10,000 | Exact match | 4,525 contacts → |
“At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | St. James's Placesjp.co.uk HQ: Cirencester, United KingdomReported employees: 1,001-5,000 | Cirencester, United Kingdom | 1,001-5,000 | Exact match | 4,350 contacts → |
“There’s advice that can change your day.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | TD Ameritradetdameritrade.com HQ: Omaha, NJ, United StatesReported employees: 5,001-10,000 | Omaha, NJ, United States | 5,001-10,000 | Exact match | 3,986 contacts → |
“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Envestnetenvestnet.com HQ: Berwyn, PA, United StatesReported employees: 1,001-5,000 | Berwyn, PA, United States | 1,001-5,000 | Exact match | 2,921 contacts → |
“Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | GROWWgroww.in HQ: Bangalore, IndiaReported employees: 501-1,000 | Bangalore, India | 501-1,000 | Exact match | 2,368 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Partners Financial Services, A.Spartners.cz HQ: Praha 4 – Chodov, Czech RepublicReported employees: 1,001-5,000 | Praha 4 – Chodov, Czech Republic | 1,001-5,000 | Exact match | 1,890 contacts → |
“Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Edelman Financial Enginesedelmanfinancialengines.com HQ: Santa Clara, CA, United StatesReported employees: 1,001-5,000 | Santa Clara, CA, United States | 1,001-5,000 | Exact match | 1,586 contacts → |
“For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Choicechoiceindia.com HQ: Mumbai, IndiaReported employees: 5,001-10,000 | Mumbai, India | 5,001-10,000 | Exact match | 1,285 contacts → |
“Choice Equity Broking Private Limited: SEBI Reg No.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Personal Capitalpersonalcapital.com HQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 1,247 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Genial Investimentosgenialinvestimentos.com.br HQ: Sao Paulo, FL, BrazilReported employees: 501-1,000 | Sao Paulo, FL, Brazil | 501-1,000 | Exact match | 1,216 contacts → |
“A Genial é mais que um banco ou uma corretora.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | ORIONorion.com HQ: Omaha, FL, United StatesReported employees: 1,001-5,000 | Omaha, FL, United States | 1,001-5,000 | Exact match | 1,090 contacts → |
“Orion is a leading AI-native wealthtech company transforming the advisor experience through connected technology, intelligent automation, and investment solutions built for growth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Assetmarkassetmark.com HQ: Concord, CA, United StatesReported employees: 1,001-5,000 | Concord, CA, United States | 1,001-5,000 | Exact match | 1,075 contacts → |
“AssetMark, Inc.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Apex Fintech Solutionsapexfintechsolutions.com HQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 1,059 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | 1 Finance1finance.org.in HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 1,032 contacts → |
“Most financial advice is built around products.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Hub24 Limitedhub24.com.au HQ: Sydney, AustraliaReported employees: 501-1,000 | Sydney, Australia | 501-1,000 | Exact match | 867 contacts → |
“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.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Banca Widibawidiba.it HQ: Milan, ItalyReported employees: 201-500 | Milan, Italy | 201-500 | Exact match | 857 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | BLKBbiolink.ly HQ: Liestal, SwitzerlandReported employees: 501-1,000 | Liestal, Switzerland | 501-1,000 | Exact match | 793 contacts → |
“Was morgen zählt, beginnt heute.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Edward Jones USedwardjones.com HQ: United StatesReported employees: 10001+ | United States | 10001+ | Exact match | 758 contacts → |
“If you think Edward Jones is like every other large investment firm, think again.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | OVB Vermögensberatung AGovb.de HQ: Cologne, GermanyReported employees: 1,001-5,000 | Cologne, Germany | 1,001-5,000 | Exact match | 752 contacts → |
“Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | 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 | 748 contacts → |
“Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 6,595 company matches
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Hybrid advisory platforms: dataset insights
November 5, 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
6,561 records in the displayed employee bands.
34 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 6,595 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: November 5, 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 ↗
Hybrid advisory platforms by location
34 lists · largest firstEvery Hybrid advisory platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Hybrid advisory platforms based in the United States2,719
- Hybrid advisory platforms based in India788
- Hybrid advisory platforms based in the United Kingdom472
- Hybrid advisory platforms based in Australia334
- Hybrid advisory platforms based in Brazil233
- Hybrid advisory platforms based in Canada179
- Hybrid advisory platforms based in Germany123
- Hybrid advisory platforms based in France100
- Hybrid advisory platforms based in South Africa91
- Hybrid advisory platforms based in the Netherlands73
- Hybrid advisory platforms based in Singapore53
- Hybrid advisory platforms based in Switzerland52
- Hybrid advisory platforms based in the United Arab Emirates45
- Hybrid advisory platforms based in Spain36
- Hybrid advisory platforms based in Mexico35
- Hybrid advisory platforms based in Argentina32
- Hybrid advisory platforms based in Ireland28
Cities
- Hybrid advisory platforms based in London, United Kingdom131
- Hybrid advisory platforms based in Mumbai, India124
- Hybrid advisory platforms based in Bangalore, India102
- Hybrid advisory platforms based in New York, United States91
- Hybrid advisory platforms based in Sao Paulo, Brazil73
- Hybrid advisory platforms based in Singapore, Singapore50
- Hybrid advisory platforms based in Sydney, Australia47
- Hybrid advisory platforms based in Pune, India41
- Hybrid advisory platforms based in Toronto, Canada38
- Hybrid advisory platforms based in San Francisco, United States37
- Hybrid advisory platforms based in Paris, France35
- Hybrid advisory platforms based in Chicago, United States33
- Hybrid advisory platforms based in Atlanta, United States30
- Hybrid advisory platforms based in Houston, United States30
- Hybrid advisory platforms based in Ahmedabad, India28
- Hybrid advisory platforms based in Melbourne, Australia27
- Hybrid advisory platforms based in Dallas, United States26
Questions about this company list
What does Exact match mean for hybrid advisory 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 hybrid advisory platforms did RevenueBase find worldwide?
The saved snapshot records 6,595 matching company records, 197,062 tracked contacts and 70,900 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: November 5, 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 hybrid advisory platforms worldwide. Snapshot: November 5, 2026. https://revenuebase.ai/companies/browse/hybrid-advisory-platforms.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗