Company lists · Data refreshed November 2026

Top 25 Multi-generational wealth accountants worldwide

Name: Multi-generational wealth accountants worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 35,272 companies tracked

RevenueBase identified 35,272 company matches for multi-generational wealth accountants worldwide as of November 2026 and tracks 460,796 professional contacts across them, including 181,970 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for multi-generational wealth accountants 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 6, 2026. Country and city lists for multi-generational wealth accountants 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 Nov 6, 2026 How this list was built

35,272Companies

460,796Contacts tracked

181,970Verified emails

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The 25 largest multi-generational wealth accountants worldwide

Ranked by team size

Top 25 of 35,272 company matches for multi-generational wealth accountants worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Nov 6, 2026	5,001-10,000	6,793 contacts →
	Exact match “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	St. James's Place	Exact match	Cirencester, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	4,350 contacts →
	Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	UFF	Exact match	Bois-colombes, FranceHQ recorded Nov 6, 2026	501-1,000	2,474 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	RBC Brewin Dolphin	Exact match	London, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	2,025 contacts →
	Exact match “RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Findex	Exact match	Melbourne, AustraliaHQ recorded Nov 6, 2026	1,001-5,000	1,706 contacts →
	Exact match “We’re here to help you build financial security and grow your wealth with confidence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Allianz Bank Financial Advisors	Exact match	Milan, ItalyHQ recorded Nov 6, 2026	501-1,000	1,537 contacts →
	Exact match “All’avanguardia da 50 anni, per dare giusto valore al tempo.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	PSG Wealth	Exact match	Waterfall, South AfricaHQ recorded Nov 6, 2026	501-1,000	1,208 contacts →
	Exact match “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	DAVY	Exact match	Dublin 2, IrelandHQ recorded Nov 6, 2026	501-1,000	1,064 contacts →
	Exact match “About Us From day one, you’ll notice there is something special about working at Davy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	VZ Vermögenszentrum	Exact match	Zürich, SwitzerlandHQ recorded Nov 6, 2026	1,001-5,000	1,022 contacts →
	Exact match “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Delen Private Bank	Exact match	Antwerp, BelgiumHQ recorded Nov 6, 2026	201-500	762 contacts →
	Exact match “Our bank specialises in wealth management and estate planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	OVB Vermögensberatung AG	Exact match	Cologne, GermanyHQ recorded Nov 6, 2026	1,001-5,000	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 6, 2026 · View company records in RevenueBase
12	GAN Patrimoine	Exact match	Lille, FranceHQ recorded Nov 6, 2026	201-500	730 contacts →
	Exact match “Notre raison d’être est de permettre au plus grand nombre de construire leur vie en confiance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Succession Wealth	Exact match	Birmingham, United KingdomHQ recorded Nov 6, 2026	501-1,000	701 contacts →
	Exact match “We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Blue3 Investimentos	Exact match	Ribeirão Preto, BrazilHQ recorded Nov 6, 2026	501-1,000	699 contacts →
	Exact match “Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Fairstone Group LTD	Exact match	Sunderland, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	656 contacts →
	Exact match “Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Horbach Wirtschaftsberatung	Exact match	Hanover, GermanyHQ recorded Nov 6, 2026	5,001-10,000	628 contacts →
	Exact match “HORBACH ist seit 1983 eine der Top-Adressen für ganzheitliche Finanzplanung, spezialisiert auf Akademiker und anspruchsvolle Privatkunden.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Chase DE Vere	Exact match	London, United KingdomHQ recorded Nov 6, 2026	201-500	613 contacts →
	Exact match “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Armstrong Watson	Exact match	Carlisle, United KingdomHQ recorded Nov 6, 2026	501-1,000	610 contacts →
	Exact match “Armstrong Watson has been advising and protecting clients across the North of England and Scotland since 1867.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	ORD Minnett	Exact match	Sydney, AustraliaHQ recorded Nov 6, 2026	201-500	601 contacts →
	Exact match “Ord Minnett is an Australian owned wealth management and investment services firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Buzzacott	Exact match	London, United KingdomHQ recorded Nov 6, 2026	501-1,000	600 contacts →
	Exact match “Buzzacott is an accountancy and advisory firm with a long-standing history of supporting individuals, businesses, and not-for-profits.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Louvre Banque Privée	Exact match	Paris, FranceHQ recorded Nov 6, 2026	501-1,000	591 contacts →
	Exact match “Louvre Banque Privée, créée en 1963 et filiale de La Banque Postale, propose une offre globale à destination d’une clientèle patrimoniale de familles, chef d’entreprises…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Monte Bravo	Exact match	Sao Paulo, BrazilHQ recorded Nov 6, 2026	501-1,000	587 contacts →
	Exact match “Na Monte Bravo, nosso propósito é claro: construir um mercado de assessoria financeria melhor para fazer a diferença na vida das pessoas através do mercado financeiro.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	MAI Capital Management	Exact match	Cleveland, IL, United StatesHQ recorded Nov 6, 2026	501-1,000	578 contacts →
	Exact match “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Ascot Lloyd	Exact match	Birmingham, United KingdomHQ recorded Nov 6, 2026	501-1,000	569 contacts →
	Exact match “Ready to make baffling jargon and unclear advice a thing of the past?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Nagelmackers	Exact match	Brussel, BelgiumHQ recorded Nov 6, 2026	201-500	530 contacts →
	Exact match “Teamwork, passion, professionality, entrepreneurship, integrity.” Recorded in the RevenueBase company graph · Nov 6, 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 “multi-generational wealth accountants”. 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 35,272 multi-generational wealth accountants worldwide

See the full list, filter by size, metro and specialty, and access 181,970 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Multi-generational wealth accountants worldwide at a glance

As of Nov 6, 2026

39.5%Verified-email coverage

13.1Average contacts per company

1-10Median size (employees)

1.7%Largest-city concentration · London

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

24,699

11-50

8,297

51-200

1,441

201-500

316

501-1,000

119

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 multi-generational wealth accountants are linked below.
What qualifies: Company records worldwide whose business descriptions match “multi-generational wealth accountants” 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 181,970 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 6, 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.

Multi-generational wealth accountants by location

222 lists · largest first

Every Multi-generational wealth accountants 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 “multi-generational wealth accountants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many multi-generational wealth accountants are there worldwide?

RevenueBase identified 35,272 company matches for multi-generational wealth accountants 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?

IG Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most multi-generational wealth accountants?

The United States leads with 16,569 companies, followed by the United Kingdom (2,514) and France (2,155). Every multi-generational wealth accountants list by country and city is linked on this page.

Which city has the most multi-generational wealth accountants?

London leads with 602 company records, followed by Paris (466) and New York (388).

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 181,970 professional contacts with verified work emails tracked across these 35,272 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 6, 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.