Company lists · Data refreshed September 2026

Top 25 Hybrid advisory software companies worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 10,880 companies tracked

RevenueBase identified 10,880 company matches for hybrid advisory software companies worldwide as of September 2026 and tracks 226,271 professional contacts across them, including 91,955 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for hybrid advisory software companies 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 hybrid advisory software companies 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

10,880Companies

226,271Contacts tracked

91,955Verified emails

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The 25 largest hybrid advisory software companies worldwide

Ranked by team size

Top 25 of 10,880 company matches for hybrid advisory software companies 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	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Sep 28, 2026	10001+	42,985 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	5,001-10,000	13,475 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 · Sep 28, 2026 · View company records in RevenueBase
3	BNY Pershing	Exact match	Jersey City, NJ, United StatesHQ recorded Sep 28, 2026	5,001-10,000	3,420 contacts →
	Exact match “BNY Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	DST Systems	Exact match	Windsor, CT, United StatesHQ recorded Sep 28, 2026	10001+	3,035 contacts →
	Exact match “DST Systems, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Envestnet	Exact match	Berwyn, PA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	2,766 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 · Sep 28, 2026 · View company records in RevenueBase
6	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
7	Vontobel	Exact match	Zürich, SwitzerlandHQ recorded Sep 28, 2026	1,001-5,000	2,067 contacts →
	Exact match “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Scottish Widows	Exact match	Edinburgh, United KingdomHQ recorded Sep 28, 2026	5,001-10,000	1,698 contacts →
	Exact match “We understand the importance of relationships in everything you do.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Commonwealth Financial Network	Exact match	Waltham, MA, United StatesHQ recorded Sep 28, 2026	501-1,000	1,614 contacts →
	Exact match “Who We Serve Independent financial advisors turn to Commonwealth for sophisticated business solutions, specialized consulting, and powerful tools that enable them to realize their…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Edelman Financial Engines	Exact match	Santa Clara, CA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,482 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 · Sep 28, 2026 · View company records in RevenueBase
12	IRESS	Exact match	Melbourne, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,474 contacts →
	Exact match “We're a global team of people building software that helps the financial services industry perform at its best.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Ss&c Advent	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,389 contacts →
	Exact match “SS & C Advent, a business unit of SS & C Technologies, is helping more than asset managers and asset owners worldwide transform their investment processes to maximize operational…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	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
15	Charles River Development	Exact match	Burlington, MA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,140 contacts →
	Exact match “Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Waddell & Reed	Exact match	Shawnee Mission, KS, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,112 contacts →
	Exact match “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	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
18	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
19	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
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	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
22	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
23	Devexperts	Exact match	Dublin, United StatesHQ recorded Sep 28, 2026	501-1,000	792 contacts →
	Exact match “Devexperts was founded in 2002 and specializes in the development of highly complex software solutions and services for the Capital Markets industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Hub24 Limited	Exact match	Sydney, AustraliaHQ recorded Sep 28, 2026	501-1,000	750 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 · Sep 28, 2026 · View company records in RevenueBase
25	Confluence	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 28, 2026	501-1,000	712 contacts →
	Exact match “Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” 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 “hybrid advisory software companies”. 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 10,880 hybrid advisory software companies worldwide

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Hybrid advisory software companies worldwide at a glance

As of Sep 28, 2026

40.6%Verified-email coverage

20.8Average contacts per company

1-10Median size (employees)

1.7%Largest-city concentration · London

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

7,298

11-50

2,608

51-200

617

201-500

178

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 hybrid advisory software companies are linked below.
What qualifies: Company records worldwide whose business descriptions match “hybrid advisory software companies” 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 91,955 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.

Hybrid advisory software companies by location

63 lists · largest first

Every Hybrid advisory software companies 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 “hybrid advisory software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many hybrid advisory software companies are there worldwide?

RevenueBase identified 10,880 company matches for hybrid advisory software companies 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?

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

Which country has the most hybrid advisory software companies?

The United States leads with 5,476 companies, followed by India (877) and the United Kingdom (672). Every hybrid advisory software companies list by country and city is linked on this page.

Which city has the most hybrid advisory software companies?

London leads with 180 company records, followed by New York (160) and Mumbai (119).

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 91,955 professional contacts with verified work emails tracked across these 10,880 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.