Company lists · Data refreshed November 2026

Top 25 Strategic financial planning services worldwide

Name: Strategic financial planning services worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 11,643 companies tracked

RevenueBase identified 11,643 company matches for strategic financial planning services worldwide as of November 2026 and tracks 71,264 professional contacts across them, including 19,324 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for strategic financial planning services 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 strategic financial planning services 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

11,643Companies

71,264Contacts tracked

19,324Verified emails

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The 25 largest strategic financial planning services worldwide

Ranked by team size

Top 25 of 11,643 company matches for strategic financial planning services 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	Sanlam	Exact match	Bellville, South AfricaHQ recorded Nov 6, 2026	10001+	15,646 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 · Nov 6, 2026 · View company records in RevenueBase
2	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
3	Goldman Sachs Ayco	Exact match	Cohoes, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,457 contacts →
	Exact match “Goldman Sachs Ayco is an industry leader of company-sponsored financial planning benefits with corporate partnerships at ~500 companies, including over 50% of the Fortune 100.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Retire On Time	Exact match	Ann Arbor, MI, United StatesHQ recorded Nov 6, 2026	n/a	450 contacts →
	Exact match “4 Reasons Why You Should Hire David E.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Benchmark Capital	Exact match	United KingdomHQ recorded Nov 6, 2026	201-500	353 contacts →
	Exact match “We set the benchmark for financial planning advice, technology and solutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Modern Wealth Management	Exact match	Lenexa, KS, United StatesHQ recorded Nov 6, 2026	201-500	318 contacts →
	Exact match “We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	TGG	Exact match	San Antonio, TX, United StatesHQ recorded Nov 6, 2026	51-200	283 contacts →
	Exact match “The true performance of your business shouldn’t be a mystery.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Accounting Office	Exact match	Monopoli, ItalyHQ recorded Nov 6, 2026	n/a	270 contacts →
	Exact match “La nostra mission è dar voce ai numeri.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Coastal Wealth	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Nov 6, 2026	51-200	257 contacts →
	Exact match “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	DNA Growth	Exact match	Bay, CA, United StatesHQ recorded Nov 6, 2026	51-200	230 contacts →
	Exact match “We simplify finance for fast-growing businesses and finance heads and empower the people behind them.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Mystartupcfo	Exact match	Fremont, TX, United StatesHQ recorded Nov 6, 2026	201-500	200 contacts →
	Exact match “myStartUpCFO brings you all the CFO you’ll need.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Swiss Life Select Österreich Gmbh	Exact match	Vienna, AustriaHQ recorded Nov 6, 2026	51-200	188 contacts →
	Exact match “Wesentliche Eckpfeiler des zukunftsweisenden Geschäftsmodells von Swiss Life Select bilden der ganzheitliche Betreuungsansatz, die standardisierte Beratung und die offene…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Finance & Accounting For Business	Exact match	Rushden, United KingdomHQ recorded Nov 6, 2026	n/a	165 contacts →
	Exact match “For your business to succeed.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Clearwater Wealth Management	Exact match	London, United KingdomHQ recorded Nov 6, 2026	201-500	164 contacts →
	Exact match “Since 2005, we've been helping people make sense of their money and feel more confident about what lies ahead.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Reeves	Exact match	Newcastle Upon Tyne, United KingdomHQ recorded Nov 6, 2026	51-200	158 contacts →
	Exact match “Reeves helps successful individuals enjoy their future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Synfiny Advisors	Exact match	Cincinnati, OH, United StatesHQ recorded Nov 6, 2026	201-500	157 contacts →
	Exact match “We are finance and general management consultants who combine technical and leadership experience to help clients get better results.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Connect Business Solutions	Exact match	Kyogle, AustraliaHQ recorded Nov 6, 2026	11-50	150 contacts →
	Exact match “Connect Business Solutions is located in Northern NSW and incorporates Connect Accountants & Advisors, Connect Financial Planning Services, Connect Risk Solutions & Connect…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Driven Advisors	Exact match	Guaynabo, Puerto RicoHQ recorded Nov 6, 2026	201-500	148 contacts →
	Exact match “Driven Advisors is a leading financial advisory firm focused on transforming the way in which businesses and their teams see numbers driving opportunities for change and growth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Personal Capital Management - PCM	Exact match	SingaporeHQ recorded Nov 6, 2026	10001+	132 contacts →
	Exact match “A full spectrum negotiator in the Wealth Management Brokerage destination Wealth Management Together, We Simplify Your Path to a World of Wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Propeller Industries	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	201-500	129 contacts →
	Exact match “We help great entrepreneurs build great companies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Finaks Advisory Services Private Limited	Exact match	Bangalore, IndiaHQ recorded Nov 6, 2026	51-200	127 contacts →
	Exact match “FinAKS is a leading provider of business and financial consulting and CFO services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Benchmark Financial Planning	Exact match	Horsham, United KingdomHQ recorded Nov 6, 2026	51-200	122 contacts →
	Exact match “You work hard for your money - and it should work hard for you.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Smartpro Financial	Exact match	Bradenton, FL, United StatesHQ recorded Nov 6, 2026	51-200	109 contacts →
	Exact match “We create a simple map for your financial journey that encourages you to leave normal behind and guides you to the future you are hoping for!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	PNR	Exact match	Purmerend, NetherlandsHQ recorded Nov 6, 2026	11-50	103 contacts →
	Exact match “PNR HELPT U VOORUIT Uw fiscale mogelijkheden?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	CEA Consultoria	Exact match	São Paulo, BrazilHQ recorded Nov 6, 2026	11-50	102 contacts →
	Exact match “Empresa especializada em consultoria financeira estratégica.” 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 “strategic financial planning services”. 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 11,643 strategic financial planning services worldwide

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Strategic financial planning services worldwide at a glance

As of Nov 6, 2026

27.1%Verified-email coverage

6.1Average contacts per company

1-10Median size (employees)

1.7%Largest-city concentration · London

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

9,619

11-50

1,663

51-200

217

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 strategic financial planning services are linked below.
What qualifies: Company records worldwide whose business descriptions match “strategic financial planning services” 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 19,324 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.

Strategic financial planning services by location

57 lists · largest first

Every Strategic financial planning services 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 “strategic financial planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many strategic financial planning services are there worldwide?

RevenueBase identified 11,643 company matches for strategic financial planning services 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?

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

Which country has the most strategic financial planning services?

The United States leads with 3,564 companies, followed by the United Kingdom (760) and Brazil (724). Every strategic financial planning services list by country and city is linked on this page.

Which city has the most strategic financial planning services?

London leads with 194 company records, followed by Sao Paulo (183) and New York (137).

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 19,324 professional contacts with verified work emails tracked across these 11,643 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.