Company lists · Data refreshed September 2026

Top 25 Online portfolio management companies worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 3,101 companies tracked

RevenueBase identified 3,101 online portfolio management companies worldwide as of September 2026 and tracks 124,997 professional contacts across them, including 50,930 with verified work emails. The United States is the largest market and London the largest hub.

This list covers online portfolio management companies worldwide, matched on what each company actually does as described in its own words. 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 20, 2026. Country and city lists for online portfolio management companies follow the table.

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 20, 2026 86% judged on-target in blind review

3,101Companies

124,997Contacts tracked

50,930Verified emails

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The 25 largest online portfolio management companies worldwide

Ranked by team size

Top 25 of 3,101 online portfolio management companies worldwide, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to online portfolio 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Charles Schwab	Indirect evidence	Westlake, TX, United StatesHQ checked Sep 20, 2026	10001+	31,927 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
2	LPL Financial	Partial evidence	San Diego, CA, United StatesHQ checked Sep 20, 2026	5,001-10,000	13,475 contacts →
	Partial evidence “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Source: RevenueBase Database · checked Sep 20, 2026
3	E Trade From Morgan Stanley	Partial evidence	Arlington, VA, United StatesHQ checked Sep 20, 2026	1,001-5,000	11,044 contacts →
	Partial evidence “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Source: RevenueBase Database · checked Sep 20, 2026
4	TD Ameritrade	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 20, 2026	5,001-10,000	3,874 contacts →
	Indirect evidence “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Source: RevenueBase Database · checked Sep 20, 2026
5	Robinhood	Indirect evidence	Menlo Park, CA, United StatesHQ checked Sep 20, 2026	1,001-5,000	3,771 contacts →
	Indirect evidence “Trade.” Source: RevenueBase Database · checked Sep 20, 2026
6	GROWW	Indirect evidence	Bengaluru, IndiaHQ checked Sep 20, 2026	501-1,000	2,165 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 20, 2026
7	Icapital	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	2,016 contacts →
	Partial evidence “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Source: RevenueBase Database · checked Sep 20, 2026
8	Ss&c Advent	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,389 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
9	Addepar	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,304 contacts →
	Indirect evidence “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Source: RevenueBase Database · checked Sep 20, 2026
10	Personal Capital	Indirect evidence	Redwood City, CA, United StatesHQ checked Sep 20, 2026	201-500	1,168 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 20, 2026
11	ORION	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,042 contacts →
	Indirect 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 20, 2026
12	Investcloud, INC	Indirect evidence	West Hollywood, CA, United StatesHQ checked Sep 20, 2026	1,001-5,000	992 contacts →
	Indirect evidence “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Source: RevenueBase Database · checked Sep 20, 2026
13	Assetmark	Indirect evidence	Concord, CA, United StatesHQ checked Sep 20, 2026	1,001-5,000	982 contacts →
	Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Sep 20, 2026
14	Apex Fintech Solutions	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	501-1,000	911 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
15	Banca Widiba	Partial evidence	Milano, ItalyHQ checked Sep 20, 2026	201-500	838 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
16	Enfusion NOW Cwan	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	5,001-10,000	818 contacts →
	Partial evidence “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Source: RevenueBase Database · checked Sep 20, 2026
17	Clear Street	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	501-1,000	734 contacts →
	Indirect evidence “Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale.” Source: RevenueBase Database · checked Sep 20, 2026
18	Oppenheimerfunds	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	5,001-10,000	683 contacts →
	Partial evidence “Founded in 1959, OppenheimerFunds was an asset management firm serving financial advisors, individual investors and institutions, which specialized in equity, fixed income…” Source: RevenueBase Database · checked Sep 20, 2026
19	Betterment	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	501-1,000	635 contacts →
	Indirect evidence “Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Source: RevenueBase Database · checked Sep 20, 2026
20	Betanxt	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	501-1,000	629 contacts →
	Partial 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 20, 2026
21	Fundsindia	Indirect evidence	Bengaluru, IndiaHQ checked Sep 20, 2026	1,001-5,000	623 contacts →
	Indirect evidence “Founded in 2008, FundsIndia is a technology-first wealth platform built to make investing simple, accessible, and rewarding for every Indian.” Source: RevenueBase Database · checked Sep 20, 2026
22	Dezerv	Partial evidence	Mumbai, IndiaHQ checked Sep 20, 2026	501-1,000	589 contacts →
	Partial evidence “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Source: RevenueBase Database · checked Sep 20, 2026
23	Webull Financial	Indirect evidence	St Petersburg, FL, RussiaHQ checked Sep 20, 2026	51-200	486 contacts →
	Indirect evidence “At Webull, we believe that everyone should have an equal opportunity to control their own financial future.” Source: RevenueBase Database · checked Sep 20, 2026
24	Moneybox	Partial evidence	London, United KingdomHQ checked Sep 20, 2026	201-500	443 contacts →
	Partial 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 20, 2026
25	Futu Holdings Limited	Indirect evidence	香港, Hong KongHQ checked Sep 20, 2026	1,001-5,000	441 contacts →
	Indirect evidence “Futu Holdings Limited (Nasdaq: FUTU) is a leading fintech company committed to transforming the investing experience for investors worldwide.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: online portfolio management companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names online portfolio management companies.
Partial evidence: Its own public description names part of online portfolio management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name online portfolio management companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 3,101 online portfolio management companies worldwide

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Online portfolio management companies worldwide at a glance

As of Sep 20, 2026

40.7%Verified-email coverage

40.3Average contacts per company

1-10Median size (employees)

3.7%Largest-city concentration · London

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

1,766

11-50

922

51-200

249

201-500

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among online portfolio 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: Every country. Country and city lists for online portfolio management companies are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “online portfolio 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 online portfolio 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 online portfolio 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, 50,930 across the full list. 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 20, 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.

Online portfolio management companies by location

19 lists · largest first

Every Online portfolio 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 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 online portfolio 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 online portfolio management companies are there worldwide?

RevenueBase identified 3,101 online portfolio management companies worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Charles Schwab, headquartered in Westlake, tops this list with the largest team on record.

Which country has the most online portfolio management companies?

The United States leads with 764 companies, followed by India (489) and the United Kingdom (179). Every online portfolio management companies list by country and city is linked on this page.

Which city has the most online portfolio management companies?

London leads with 116 headquartered companies, followed by Mumbai (99) and New York (72).

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 50,930 verified decision-maker contacts tracked across these 3,101 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 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.