Company lists · Data refreshed September 2026

Top 25 Personal finance coaching platforms worldwide

Name: Personal finance coaching platforms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 9,488 companies tracked

RevenueBase identified 9,488 company matches for personal finance coaching platforms worldwide as of September 2026 and tracks 98,838 professional contacts across them, including 28,070 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for personal finance coaching platforms 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 29, 2026. Country and city lists for personal finance coaching platforms 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 29, 2026 How this list was built

9,488Companies

98,838Contacts tracked

28,070Verified emails

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The 25 largest personal finance coaching platforms worldwide

Ranked by team size

Top 25 of 9,488 company matches for personal finance coaching platforms worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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	Sanlam	Exact match	Polokwane, United StatesHQ recorded Sep 29, 2026	10001+	14,682 contacts →
	Exact match “We’ve finally given a name to that special something a person exudes when they have a plan for their finances.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	IG Wealth Management	Exact match	Winnipeg, MB, CanadaHQ recorded Sep 29, 2026	5,001-10,000	6,589 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 · Sep 29, 2026 · View company records in RevenueBase
3	Equitable Advisors	Exact match	United StatesHQ recorded Sep 29, 2026	5,001-10,000	4,468 contacts →
	Exact match “At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	St. James's Place	Exact match	Cirencester, United KingdomHQ recorded Sep 29, 2026	1,001-5,000	4,111 contacts →
	Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	First Command Financial Services, INC	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 29, 2026	501-1,000	2,885 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	GROWW	Exact match	Bengaluru, IndiaHQ recorded Sep 29, 2026	501-1,000	2,165 contacts →
	Exact match “We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	MLP	Exact match	Wiesloch, GermanyHQ recorded Sep 29, 2026	1,001-5,000	2,058 contacts →
	Exact match “MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Personal Capital	Exact match	Redwood City, CA, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
9	1 Finance	Exact match	Mumbai, IndiaHQ recorded Sep 29, 2026	201-500	945 contacts →
	Exact match “Most financial advice is built around products.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	BLKB	Exact match	Liestal, SwitzerlandHQ recorded Sep 29, 2026	501-1,000	758 contacts →
	Exact match “Was morgen zählt, beginnt heute.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Freedom Financial Network	Exact match	San Mateo, CA, United StatesHQ recorded Sep 29, 2026	1,001-5,000	708 contacts →
	Exact match “Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Jupiter	Exact match	Mumbai, IndiaHQ recorded Sep 29, 2026	501-1,000	691 contacts →
	Exact match “Jupiter is an all things money app with one simple aim – to deliver a financial experience that keeps pace with you.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Forbes Advisor	Exact match	Jersey City, NJ, United StatesHQ recorded Sep 29, 2026	201-500	674 contacts →
	Exact match “Forbes Advisor is a global platform dedicated to helping consumers make the best financial choices for their individual lives.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	1 Club	Exact match	Mumbai, IndiaHQ recorded Sep 29, 2026	201-500	553 contacts →
	Exact match “1% Club is an education-led fintech platform that helps people make smarter decisions with their money.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	CLEO	Exact match	London, United KingdomHQ recorded Sep 29, 2026	201-500	500 contacts →
	Exact match “Cleo was founded in 2016 by people who'd been burned by banks and frustrated by a financial system that wasn't built for the people using it.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Ascot Lloyd	Exact match	Birmingham, United KingdomHQ recorded Sep 29, 2026	501-1,000	489 contacts →
	Exact match “Ready to make baffling jargon and unclear advice a thing of the past?” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	St. James's Place Asia & Middle East	Exact match	SingaporeHQ recorded Sep 29, 2026	1,001-5,000	405 contacts →
	Exact match “We specialise in expert, one-to-one advice.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	Greenpath Financial Wellness	Exact match	Farmington Hills, MI, United StatesHQ recorded Sep 29, 2026	201-500	394 contacts →
	Exact match “GreenPath is a national nonprofit that supports people's lifelong financial wellness.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	Fisdom	Exact match	Bengaluru North, IndiaHQ recorded Sep 29, 2026	501-1,000	348 contacts →
	Exact match “Fisdom is an extremely simple app to make smart investments.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	MONEY	Exact match	New York, United StatesHQ recorded Sep 29, 2026	51-200	348 contacts →
	Exact match “Money is committed to helping readers take charge of their finances and their futures.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Grupo Bárymont	Exact match	Madrid, SpainHQ recorded Sep 29, 2026	201-500	331 contacts →
	Exact match “Quiénes somos?” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	49 Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	51-200	306 contacts →
	Exact match “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	Viridian Financial Group	Exact match	Melbourne, AustraliaHQ recorded Sep 29, 2026	201-500	295 contacts →
	Exact match “Viridian Financial Group is a leading Australian diversified financial services business.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	Smartasset	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	201-500	286 contacts →
	Exact match “SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is to help people make smart financial decisions, reaching over an…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	Rocket Money	Exact match	Silver Spring, MD, United StatesHQ recorded Sep 29, 2026	201-500	286 contacts →
	Exact match “Rocket Money is a leading personal finance app with a mission to help everyone money.” Recorded in the RevenueBase company graph · Sep 29, 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 “personal finance coaching platforms”. 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 9,488 personal finance coaching platforms worldwide

See the full list, filter by size, metro and specialty, and access 28,070 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Personal finance coaching platforms worldwide at a glance

As of Sep 29, 2026

28.4%Verified-email coverage

10.4Average contacts per company

1-10Median size (employees)

1.7%Largest-city concentration · London

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

7,579

11-50

1,476

51-200

278

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

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 personal finance coaching platforms are linked below.
What qualifies: Company records worldwide whose business descriptions match “personal finance coaching platforms” 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 28,070 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 29, 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.

Personal finance coaching platforms by location

45 lists · largest first

Every Personal finance coaching platforms 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 “personal finance coaching platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal finance coaching platforms are there worldwide?

RevenueBase identified 9,488 company matches for personal finance coaching platforms 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?

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

Which country has the most personal finance coaching platforms?

The United States leads with 3,342 companies, followed by India (774) and the United Kingdom (580). Every personal finance coaching platforms list by country and city is linked on this page.

Which city has the most personal finance coaching platforms?

London leads with 161 company records, followed by Sao Paulo (112) and Mumbai (101).

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 28,070 professional contacts with verified work emails tracked across these 9,488 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 29, 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.