Company lists · Data refreshed October 2026

Top 25 Nonprofit wealth management companies worldwide

Name: Nonprofit wealth management companies worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 18, 2026 10,233 companies tracked

RevenueBase identified 10,233 company matches for nonprofit wealth management companies worldwide as of October 2026 and tracks 185,126 professional contacts across them, including 68,748 with verified work emails. The United States is the largest market and Paris the largest hub.

This list covers company matches for nonprofit wealth management 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 October 18, 2026. Country and city lists for nonprofit wealth management 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 Oct 18, 2026 How this list was built

10,233Companies

185,126Contacts tracked

68,748Verified emails

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The 25 largest nonprofit wealth management companies worldwide

Ranked by team size

Top 25 of 10,233 company matches for nonprofit wealth management companies worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 18, 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	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	10001+	33,935 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
2	Cibc Wood Gundy	Exact match	CanadaHQ recorded Oct 18, 2026	1,001-5,000	2,904 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
3	Barclays Wealth Management	Exact match	London, United KingdomHQ recorded Oct 18, 2026	5,001-10,000	2,776 contacts →
	Exact match “Barclays provides wealth management expertise to our clients in the UK.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
4	Rathbones	Exact match	London, United KingdomHQ recorded Oct 18, 2026	1,001-5,000	2,546 contacts →
	Exact match “Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
5	Creative Planning	Exact match	Overland Park, KS, United StatesHQ recorded Oct 18, 2026	1,001-5,000	2,255 contacts →
	Exact match “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
6	Indosuez Wealth Management	Exact match	Paris, FranceHQ recorded Oct 18, 2026	1,001-5,000	2,220 contacts →
	Exact match “Indosuez Wealth Management is the global wealth management brand of Crédit Agricole Group, ranked 9th largest bank in the world based on balance sheet (The Banker 2024).” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
7	RBC Brewin Dolphin	Exact match	London, United KingdomHQ recorded Oct 18, 2026	1,001-5,000	2,027 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 · Oct 18, 2026 · View company records in RevenueBase
8	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Oct 18, 2026	1,001-5,000	1,980 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
9	Corient	Exact match	Miami, United StatesHQ recorded Oct 18, 2026	1,001-5,000	1,905 contacts →
	Exact match “Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
10	Iifl Capital Services Limited	Exact match	Mumbai, IndiaHQ recorded Oct 18, 2026	1,001-5,000	1,904 contacts →
	Exact match “IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
11	Findex	Exact match	Melbourne, AustraliaHQ recorded Oct 18, 2026	1,001-5,000	1,670 contacts →
	Exact match “We’re here to help you build financial security and grow your wealth with confidence.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
12	BMO Private Wealth	Exact match	Toronto, CanadaHQ recorded Oct 18, 2026	501-1,000	1,614 contacts →
	Exact match “Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
13	Focus Partners	Exact match	St. Louis, MO, United StatesHQ recorded Oct 18, 2026	1,001-5,000	1,482 contacts →
	Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
14	Bessemer Trust	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	1,001-5,000	1,412 contacts →
	Exact match “Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
15	BNY Wealth	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	10001+	1,233 contacts →
	Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
16	PSG Wealth	Exact match	Waterfall, South AfricaHQ recorded Oct 18, 2026	501-1,000	1,171 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 · Oct 18, 2026 · View company records in RevenueBase
17	DAVY	Exact match	Dublin 2, IrelandHQ recorded Oct 18, 2026	501-1,000	1,041 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 · Oct 18, 2026 · View company records in RevenueBase
18	Richardson Wealth	Exact match	Toronto, ON, CanadaHQ recorded Oct 18, 2026	501-1,000	966 contacts →
	Exact match “Richardson Wealth is one of the leading independent wealth management firms in Canada.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
19	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	1,001-5,000	875 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 · Oct 18, 2026 · View company records in RevenueBase
20	Northern Trust Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Oct 18, 2026	10001+	782 contacts →
	Exact match “Any successful wealth plan begins with a thorough discussion of your ambitions.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
21	Succession Wealth	Exact match	Birmingham, United KingdomHQ recorded Oct 18, 2026	501-1,000	692 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 · Oct 18, 2026 · View company records in RevenueBase
22	Sasfin	Exact match	Johannesburg, South AfricaHQ recorded Oct 18, 2026	501-1,000	683 contacts →
	Exact match “Sasfin Wealth is now Otto1890 and we are investment specialists.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
23	Portfel Consultoria Financeira	Exact match	Barueri, BrazilHQ recorded Oct 18, 2026	201-500	662 contacts →
	Exact match “A Portfel atua como consultoria financeira com consultores registrados na CVM, impedindo que haja conflito de interesses na prestação de serviços.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
24	Fairstone Group LTD	Exact match	Sunderland, United KingdomHQ recorded Oct 18, 2026	1,001-5,000	637 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 · Oct 18, 2026 · View company records in RevenueBase
25	Moneta	Exact match	Clayton, MO, United StatesHQ recorded Oct 18, 2026	501-1,000	621 contacts →
	Exact match “Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent…” Recorded in the RevenueBase company graph · Oct 18, 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 “nonprofit wealth management 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 10,233 nonprofit wealth management companies worldwide

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Nonprofit wealth management companies worldwide at a glance

As of Oct 18, 2026

37.1%Verified-email coverage

18.1Average contacts per company

1-10Median size (employees)

2.2%Largest-city concentration · Paris

Oct 18, 2026Page data refreshed

Companies by employee count

1-10

7,222

11-50

2,339

51-200

436

201-500

103

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 nonprofit wealth management companies are linked below.
What qualifies: Company records worldwide whose business descriptions match “nonprofit wealth management 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 68,748 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 October 18, 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.

Nonprofit wealth management companies by location

61 lists · largest first

Every Nonprofit wealth management 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 “nonprofit wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many nonprofit wealth management companies are there worldwide?

RevenueBase identified 10,233 company matches for nonprofit wealth management companies worldwide as of October 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?

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

Which country has the most nonprofit wealth management companies?

The United States leads with 5,043 companies, followed by France (867) and the United Kingdom (523). Every nonprofit wealth management companies list by country and city is linked on this page.

Which city has the most nonprofit wealth management companies?

Paris leads with 228 company records, followed by London (199) and New York (143).

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 68,748 professional contacts with verified work emails tracked across these 10,233 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 October 18, 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.