Company lists · Data refreshed September 2026

Mobile wealth management companies: the worldwide list

RevenueBase identified 891 mobile wealth management companies across the 9 countries with a published list, as of September 2026, and tracks 47,499 professional contacts across them, including 18,360 with verified work emails and 0 with mobile numbers. India is the largest market and London the largest hub.

This is the worldwide list of mobile wealth management companies: the 9 country lists RevenueBase publishes for the category, summed and ranked as one. The company count is that sum, not a census of every company on earth; a country with no published list is not counted. 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 17, 2026.

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 17, 2026 86% judged on-target in blind review
891Companies
47,499Contacts tracked
18,360Verified emails
0Mobile numbers
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The 25 largest mobile wealth management companies across the 9 countries with a published list

Ranked by team size
Top 25 of 891 mobile wealth management companies across the 9 countries with a published list, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to mobile wealth management companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceBengaluru East, IndiaHQ checked Sep 17, 20265,001-10,00012,841 contacts →

Indirect evidence

“At PhonePe, we believe that access to financial services is not a privilege - it’s something every Indian deserves.”

Source: RevenueBase Database · checked Sep 17, 2026
2Partial evidenceLondon, United KingdomHQ checked Sep 17, 20265,001-10,0004,802 contacts →

Partial evidence

“FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.”

Source: RevenueBase Database · checked Sep 17, 2026
3Indirect evidenceBengaluru, IndiaHQ checked Sep 17, 2026501-1,0002,165 contacts →

Indirect evidence

“We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.”

Source: RevenueBase Database · checked Sep 17, 2026
4Indirect evidenceToronto, ON, CanadaHQ checked Sep 17, 20261,001-5,0001,784 contacts →

Indirect evidence

“Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry.”

Source: RevenueBase Database · checked Sep 17, 2026
5Indirect evidenceMumbai, IndiaHQ checked Sep 17, 20265,001-10,0001,282 contacts →

Indirect evidence

“Choice Equity Broking Private Limited: SEBI Reg No.”

Source: RevenueBase Database · checked Sep 17, 2026
6Indirect evidenceRedwood City, CA, United StatesHQ checked Sep 17, 2026201-5001,168 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 17, 2026
7Partial evidenceOmaha, NE, United StatesHQ checked Sep 17, 20261,001-5,0001,042 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 17, 2026
8Partial evidenceWest Hollywood, CA, United StatesHQ checked Sep 17, 20261,001-5,000992 contacts →

Partial evidence

“InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.”

Source: RevenueBase Database · checked Sep 17, 2026
9Indirect evidenceConcord, CA, United StatesHQ checked Sep 17, 20261,001-5,000982 contacts →

Indirect evidence

“AssetMark, Inc.”

Source: RevenueBase Database · checked Sep 17, 2026
10Indirect evidenceMünchen, GermanyHQ checked Sep 17, 2026501-1,000774 contacts →

Indirect evidence

“Scalable Capital is a leading all-in-one digital banking platform with a full banking licence, enabling people in Europe to take control of their finances.”

Source: RevenueBase Database · checked Sep 17, 2026
11Partial evidenceSydney, AustraliaHQ checked Sep 17, 2026501-1,000750 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 17, 2026
12Partial evidenceLondon, United KingdomHQ checked Sep 17, 2026501-1,000721 contacts →

Partial evidence

“We are now Lloyds Wealth.”

Source: RevenueBase Database · checked Sep 17, 2026
13Strong evidenceNew York, NY, United StatesHQ checked Sep 17, 2026501-1,000629 contacts →

Strong 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 17, 2026
14Indirect evidenceGurugram, IndiaHQ checked Sep 17, 2026501-1,000608 contacts →

Indirect evidence

“Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices.”

Source: RevenueBase Database · checked Sep 17, 2026
15Strong evidenceMumbai, IndiaHQ checked Sep 17, 2026501-1,000589 contacts →

Strong evidence

“Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.”

Source: RevenueBase Database · checked Sep 17, 2026
16Partial evidenceNew York, NY, United StatesHQ checked Sep 17, 2026501-1,000452 contacts →

Partial evidence

“Welcome to Intelligent Wealth.”

Source: RevenueBase Database · checked Sep 17, 2026
17Strong evidenceLondon, United KingdomHQ checked Sep 17, 2026201-500443 contacts →

Strong evidence

“Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.”

Source: RevenueBase Database · checked Sep 17, 2026
18Indirect evidenceNew York, NY, United StatesHQ checked Sep 17, 202651-200434 contacts →

Indirect 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 17, 2026
19Partial evidencePalo Alto, CA, United StatesHQ checked Sep 17, 2026201-500416 contacts →

Partial evidence

Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition.”

Source: RevenueBase Database · checked Sep 17, 2026
20Indirect evidenceBengaluru North, IndiaHQ checked Sep 17, 2026501-1,000348 contacts →

Indirect evidence

“Fisdom is an extremely simple app to make smart investments.”

Source: RevenueBase Database · checked Sep 17, 2026
21Indirect evidenceLondon, United KingdomHQ checked Sep 17, 2026201-500346 contacts →

Indirect evidence

“We’re atomos and we’re here to make your dreams and financial ambitions a reality.”

Source: RevenueBase Database · checked Sep 17, 2026
22Strong evidenceLaval, QC, CanadaHQ checked Sep 17, 2026201-500238 contacts →

Strong evidence

“Croesus offers innovative, high-performance, and secure wealth management solutions, including portfolio management systems, portfolio rebalancing tools, AI-based video reporting…”

Source: RevenueBase Database · checked Sep 17, 2026
23Indirect evidenceNY, United StatesHQ checked Sep 17, 2026201-500237 contacts →

Indirect evidence

“Stash is a personal finance app that makes investing easy and affordable for millions of Americans.”

Source: RevenueBase Database · checked Sep 17, 2026
24Partial evidenceLondon, United KingdomHQ checked Sep 17, 202651-200219 contacts →

Partial evidence

“Chip is your wealth app.”

Source: RevenueBase Database · checked Sep 17, 2026
25Partial evidenceMumbai, IndiaHQ checked Sep 17, 2026201-500212 contacts →

Partial evidence

“Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.”

Source: RevenueBase Database · checked Sep 17, 2026

Showing 25 of 891 mobile wealth management companies across the 9 countries with a published list

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Mobile wealth management companies worldwide at a glance

As of Sep 17, 2026
38.7%Verified-email coverage
53.3Average contacts per company
1-10Median size (employees)
7.6%Largest-city concentration · London
Sep 17, 2026Page data refreshed

Companies by employee count

1-10
464
11-50
284
51-200
82
201-500
29
501-1,000
18
1,001-5,000
8
5,001-10,000
4
10001+
1

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 mobile wealth management companies, 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
This worldwide list is the sum of the 9 country lists RevenueBase publishes for mobile wealth management companies, largest first: India, the United States, the United Kingdom, France, Canada, Brazil, Germany, Switzerland, Australia. Its company and contact totals add up those lists, so they understate the true worldwide figures: a country with no published list is not counted. The ranked table is exact across the countries covered, the largest companies of every country list ranked together with duplicates removed.
What qualifies
Companies worldwide whose own description of what they do matches “mobile wealth management companies”. 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 mobile wealth management companies), 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 mobile wealth management companies, 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, 18,360 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
The country lists behind this page were pulled from the company graph on September 17, 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.

Mobile wealth management companies by location

12 lists · largest first

Every Mobile wealth management companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date; the worldwide figures above are the sum of the 9 country lists.

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 mobile wealth management companies, 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 mobile wealth management companies are there worldwide?

RevenueBase identified 891 mobile wealth management companies across the 9 countries with a published list, as of September 2026, matched on each company's own description of what it does rather than its industry code. The figure is the sum of those country lists, not a census of every company worldwide.

What is the largest company on this list?

Phonepe, headquartered in Bengaluru East, tops this list with the largest team on record.

Which country has the most mobile wealth management companies?

India leads with 323 companies, followed by the United States (235) and the United Kingdom (107). Every country with a published mobile wealth management companies list is linked on this page.

Which city has the most mobile wealth management companies?

London leads with 68 headquartered companies, followed by Mumbai (67) and Bengaluru (36).

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 18,360 verified decision-maker contacts tracked across these 891 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. The country lists behind this page were pulled from the company graph on September 17, 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.