Company lists · Data refreshed September 2026

Top 25 Personalized investment platforms worldwide

Name: Personalized investment platforms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 33,740 companies tracked

RevenueBase identified 33,740 company matches for personalized investment platforms worldwide as of September 2026 and tracks 519,552 professional contacts across them, including 197,320 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for personalized investment 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 personalized investment 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

33,740Companies

519,552Contacts tracked

197,320Verified emails

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The 25 largest personalized investment platforms worldwide

Ranked by team size

Top 25 of 33,740 company matches for personalized investment 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	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Vanguard	Exact match	Valley Forge, PA, United StatesHQ recorded Sep 29, 2026	10001+	24,672 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	SAFRA	Exact match	Sao Paulo, BrazilHQ recorded Sep 29, 2026	10001+	10,838 contacts →
	Exact match “Somos referência em investimentos.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	RBC Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 29, 2026	10001+	8,191 contacts →
	Exact match “We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	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
6	J.P. Morgan Private Bank	Exact match	United StatesHQ recorded Sep 29, 2026	10001+	6,373 contacts →
	Exact match “Join us for a view into the elevated experience of J.P.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Bajaj Capital LTD	Exact match	Gurugram, IndiaHQ recorded Sep 29, 2026	5,001-10,000	5,197 contacts →
	Exact match “The right one can make all the difference when it comes to your money or life.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Fisher Investments	Exact match	Plano, TX, United StatesHQ recorded Sep 29, 2026	5,001-10,000	5,152 contacts →
	Exact match “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	J.P. Morgan Asset Management	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	10001+	4,819 contacts →
	Exact match “At J.P.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	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
11	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
12	Invesco US	Exact match	Atlanta, GA, United StatesHQ recorded Sep 29, 2026	5,001-10,000	3,114 contacts →
	Exact match “Invesco is dedicated to helping investors around the world rethink possibility.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Janus Henderson Investors	Exact match	London, United KingdomHQ recorded Sep 29, 2026	1,001-5,000	3,000 contacts →
	Exact match “At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Cibc Wood Gundy	Exact match	CanadaHQ recorded Sep 29, 2026	1,001-5,000	2,838 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Sep 29, 2026	1,001-5,000	2,611 contacts →
	Exact match “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	ETORO	Exact match	London, United KingdomHQ recorded Sep 29, 2026	1,001-5,000	2,595 contacts →
	Exact match “Hi, we’re eToro, The World’s Leading Social Investment Platform.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	UFF	Exact match	Bois-colombes, FranceHQ recorded Sep 29, 2026	501-1,000	2,390 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	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
19	Indosuez Wealth Management	Exact match	Paris, FranceHQ recorded Sep 29, 2026	1,001-5,000	2,141 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 · Sep 29, 2026 · View company records in RevenueBase
20	Evelyn Partners	Exact match	London, United KingdomHQ recorded Sep 29, 2026	1,001-5,000	2,096 contacts →
	Exact match “Meet the people behind your future.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Vontobel	Exact match	Zürich, SwitzerlandHQ recorded Sep 29, 2026	1,001-5,000	2,067 contacts →
	Exact match “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	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
23	Icapital	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	1,001-5,000	2,016 contacts →
	Exact match “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	Credicorp Capital	Exact match	Lima, PeruHQ recorded Sep 29, 2026	1,001-5,000	1,971 contacts →
	Exact match “Somos la compañía de Asesoría y Gestión de Inversiones del grupo Credicorp Ltd, uno de los holdings financieros más grandes de la región.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	RBC Brewin Dolphin	Exact match	London, United KingdomHQ recorded Sep 29, 2026	1,001-5,000	1,927 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 · 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 “personalized investment 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 33,740 personalized investment platforms worldwide

See the full list, filter by size, metro and specialty, and access 197,320 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Personalized investment platforms worldwide at a glance

As of Sep 29, 2026

38.0%Verified-email coverage

15.4Average contacts per company

1-10Median size (employees)

2.0%Largest-city concentration · London

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

23,600

11-50

7,835

51-200

1,489

201-500

383

501-1,000

145

1,001-5,000

109

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 personalized investment platforms are linked below.
What qualifies: Company records worldwide whose business descriptions match “personalized investment 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 197,320 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.

Personalized investment platforms by location

209 lists · largest first

Every Personalized investment 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 “personalized investment platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personalized investment platforms are there worldwide?

RevenueBase identified 33,740 company matches for personalized investment 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?

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

Which country has the most personalized investment platforms?

The United States leads with 15,222 companies, followed by India (2,559) and the United Kingdom (2,251). Every personalized investment platforms list by country and city is linked on this page.

Which city has the most personalized investment platforms?

London leads with 680 company records, followed by New York (450) and Mumbai (393).

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 197,320 professional contacts with verified work emails tracked across these 33,740 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.