Company lists · Data refreshed September 2026
Top 25 Wealth aggregation platforms worldwide
RevenueBase identified 448 company matches for wealth aggregation platforms worldwide as of September 2026 and tracks 13,027 professional contacts across them, including 4,654 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for wealth aggregation 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 wealth aggregation 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.
The 25 largest wealth aggregation platforms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 4,802 contacts → | ||||
Exact match “FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 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 | |||||
| 3 | 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 | |||||
| 4 | 485 contacts → | ||||
Exact match “Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 452 contacts → | ||||
Exact match “Welcome to Intelligent Wealth.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 443 contacts → | ||||
Exact match “Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 282 contacts → | ||||
Exact match “NAO is an innovative co-investment platform with the goal of opening access to exclusive investment opportunities, such as private equity, venture capital, and individually…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 224 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 212 contacts → | ||||
Exact match “Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 205 contacts → | ||||
Exact match “Sharesies is an empowering wealth app on a mission to give someone with $5 and someone with $5 million the same money opportunities.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 199 contacts → | ||||
Exact match “PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 123 contacts → | ||||
Exact match “Origin is your personal AI financial advisor.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 118 contacts → | ||||
Exact match “Welcome to InCred Money.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 98 contacts → | ||||
Exact match “At MProfit, our mission is to enable Indians to consolidate their investments across platforms and gain complete visibility into portfolio performance across asset classes.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 91 contacts → | ||||
Exact match “Masttro is the leading provider of wealth management technology.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 69 contacts → | ||||
Exact match “Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 66 contacts → | ||||
Exact match “Per Annum Money began its journey with P2P lending in 2015.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 65 contacts → | ||||
Exact match “Moneytree is a fintech company with a diverse and global culture, founded in 2012 with the mission of empowering people to harness the power of data.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 62 contacts → | ||||
Exact match “As Asia's leading digital wealth platform, we are reimagining wealth management for the next generation.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 60 contacts → | ||||
Exact match “Did you know that any investor in the world can create his own customized investment?” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 47 contacts → | ||||
Exact match “Sav is your all-in-one money app.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 45 contacts → | ||||
Exact match “Fintso is a full-stack wealthtech platform focused on giving access to retail investors, especially the NeXT Billion, by enabling Independent Financial Product Providers (IFPPs)…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 45 contacts → | ||||
Exact match “Moneyfrog.in is a wealth management platform designed to simplify your investment journey.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 44 contacts → | ||||
Exact match “Bake is a wealth platform connecting thriving communities with exciting investment opportunities.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 43 contacts → | ||||
Exact match “DAPM is an independent fintech company and an established leader in wealth consolidation and supervision.” 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 “wealth aggregation 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 448 wealth aggregation platforms worldwide
See the full list, filter by size, metro and specialty, and access 4,654 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Wealth aggregation platforms worldwide at a glance
As of Sep 29, 2026Companies by employee count
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 wealth aggregation platforms are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “wealth aggregation 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 4,654 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.
Wealth aggregation platforms by location
3 lists · largest firstEvery Wealth aggregation platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
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 “wealth aggregation platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth aggregation platforms are there worldwide?
RevenueBase identified 448 company matches for wealth aggregation 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?
FNZ tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most wealth aggregation platforms?
The United States leads with 73 companies, followed by India (55) and the United Kingdom (33). Every wealth aggregation platforms list by country and city is linked on this page.
Which city has the most wealth aggregation platforms?
London leads with 23 company records, followed by Bangalore (15) and New York (14).
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 4,654 professional contacts with verified work emails tracked across these 448 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.
Ready to reach these companies? Verified emails and direct dials for all 448 wealth aggregation platforms worldwide. Start with a free account, no credit card.
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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.
More company lists
Company intelligence · public preview
Top 25 wealth aggregation platforms worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 448 matching company records for wealth aggregation platforms worldwide, with 13,027 tracked contacts and 4,654 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 wealth aggregation platforms worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  FNZfnz.comHQ: London, United KingdomReported employees: 5,001-10,000 | London, United Kingdom | 5,001-10,000 | Exact match | 4,802 contacts → |
“FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Personal Capitalpersonalcapital.comHQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 1,168 contacts → |
“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Freedom Financial Networkfreedomfinancialnetwork.comHQ: San Mateo, CA, United StatesReported employees: 1,001-5,000 | San Mateo, CA, United States | 1,001-5,000 | Exact match | 708 contacts → |
“Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Envestnet Yodlee Indiayodlee.comHQ: Redwood City, CA, United StatesReported employees: 1,001-5,000 | Redwood City, CA, United States | 1,001-5,000 | Exact match | 485 contacts → |
“Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Fartherfarther.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 452 contacts → |
“Welcome to Intelligent Wealth.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Moneyboxmoneyboxapp.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 443 contacts → |
“Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  NAOinvestnao.comHQ: Berlin, GermanyReported employees: Not recorded | Berlin, Germany | Not recorded | Exact match | 282 contacts → |
“NAO is an innovative co-investment platform with the goal of opening access to exclusive investment opportunities, such as private equity, venture capital, and individually…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Viva Republica Tosstoss.imHQ: Seoul, South KoreaReported employees: 1,001-5,000 | Seoul, South Korea | 1,001-5,000 | Exact match | 224 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 9 |  Ionic Wealthionic.inHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 212 contacts → |
“Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Sharesiessharesies.nzHQ: Wellington, New ZealandReported employees: 201-500 | Wellington, New Zealand | 201-500 | Exact match | 205 contacts → |
“Sharesies is an empowering wealth app on a mission to give someone with $5 and someone with $5 million the same money opportunities.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  PCR Financial Aggregationpcrinsights.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 199 contacts → |
“PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Originuseorigin.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 123 contacts → |
“Origin is your personal AI financial advisor.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Incred Moneyincredmoney.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 118 contacts → |
“Welcome to InCred Money.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Mprofitmprofit.inHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 98 contacts → |
“At MProfit, our mission is to enable Indians to consolidate their investments across platforms and gain complete visibility into portfolio performance across asset classes.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Masttromasttro.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 91 contacts → |
“Masttro is the leading provider of wealth management technology.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  ZOE Financialzoefinancial.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 69 contacts → |
“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  PER Annumperannum.moneyHQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 66 contacts → |
“Per Annum Money began its journey with P2P lending in 2015.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  マネーツリー・moneytreegetmoneytree.comHQ: 港区, JapanReported employees: 51-200 | 港区, Japan | 51-200 | Exact match | 65 contacts → |
“Moneytree is a fintech company with a diverse and global culture, founded in 2012 with the mission of empowering people to harness the power of data.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Fargo Wealth Groupfargowealth.com HQ: Hong KongReported employees: 201-500 | Hong Kong | 201-500 | Exact match | 62 contacts → |
“As Asia's leading digital wealth platform, we are reimagining wealth management for the next generation.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Privatamprivatam.comHQ: Monte-carlo, MonacoReported employees: 11-50 | Monte-carlo, Monaco | 11-50 | Exact match | 60 contacts → |
“Did you know that any investor in the world can create his own customized investment?” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  SAVsav.moneyHQ: Dubai, United Arab EmiratesReported employees: 11-50 | Dubai, United Arab Emirates | 11-50 | Exact match | 47 contacts → |
“Sav is your all-in-one money app.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Fintsofintso.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 45 contacts → |
“Fintso is a full-stack wealthtech platform focused on giving access to retail investors, especially the NeXT Billion, by enabling Independent Financial Product Providers (IFPPs)…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Moneyfrog Financial Services Pvt. LTDmoneyfrog.inHQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 45 contacts → |
“Moneyfrog.in is a wealth management platform designed to simplify your investment journey.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | BAKEbake.io HQ: PolandReported employees: 51-200 | Poland | 51-200 | Exact match | 44 contacts → |
“Bake is a wealth platform connecting thriving communities with exciting investment opportunities.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Dapm SAdapm.comHQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 43 contacts → |
“DAPM is an independent fintech company and an established leader in wealth consolidation and supervision.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 448 company matches
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Wealth aggregation platforms: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
448 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 448 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Wealth aggregation platforms by location
3 lists · largest firstEvery Wealth aggregation platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for wealth aggregation platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealth aggregation platforms did RevenueBase find worldwide?
The saved snapshot records 448 matching company records, 13,027 tracked contacts and 4,654 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 wealth aggregation platforms worldwide. Snapshot: September 29, 2026. https://revenuebase.ai/companies/browse/wealth-aggregation-platforms.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 wealth aggregation platforms worldwide
RevenueBase records 448 matching company records for wealth aggregation platforms worldwide, with 13,027 tracked contacts and 4,654 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 wealth aggregation platforms worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | FNZfnz.com HQ: London, United KingdomReported employees: 5,001-10,000 | London, United Kingdom | 5,001-10,000 | Exact match | 4,802 contacts → |
“FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Personal Capitalpersonalcapital.com HQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 1,168 contacts → |
“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Freedom Financial Networkfreedomfinancialnetwork.com HQ: San Mateo, CA, United StatesReported employees: 1,001-5,000 | San Mateo, CA, United States | 1,001-5,000 | Exact match | 708 contacts → |
“Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Envestnet Yodlee Indiayodlee.com HQ: Redwood City, CA, United StatesReported employees: 1,001-5,000 | Redwood City, CA, United States | 1,001-5,000 | Exact match | 485 contacts → |
“Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Fartherfarther.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 452 contacts → |
“Welcome to Intelligent Wealth.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Moneyboxmoneyboxapp.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 443 contacts → |
“Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | NAOinvestnao.com HQ: Berlin, GermanyReported employees: Not recorded | Berlin, Germany | Not recorded | Exact match | 282 contacts → |
“NAO is an innovative co-investment platform with the goal of opening access to exclusive investment opportunities, such as private equity, venture capital, and individually…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Viva Republica Tosstoss.im HQ: Seoul, South KoreaReported employees: 1,001-5,000 | Seoul, South Korea | 1,001-5,000 | Exact match | 224 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 9 | Ionic Wealthionic.in HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 212 contacts → |
“Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Sharesiessharesies.nz HQ: Wellington, New ZealandReported employees: 201-500 | Wellington, New Zealand | 201-500 | Exact match | 205 contacts → |
“Sharesies is an empowering wealth app on a mission to give someone with $5 and someone with $5 million the same money opportunities.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | PCR Financial Aggregationpcrinsights.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 199 contacts → |
“PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Originuseorigin.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 123 contacts → |
“Origin is your personal AI financial advisor.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Incred Moneyincredmoney.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 118 contacts → |
“Welcome to InCred Money.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Mprofitmprofit.in HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 98 contacts → |
“At MProfit, our mission is to enable Indians to consolidate their investments across platforms and gain complete visibility into portfolio performance across asset classes.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Masttromasttro.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 91 contacts → |
“Masttro is the leading provider of wealth management technology.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | ZOE Financialzoefinancial.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 69 contacts → |
“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | PER Annumperannum.money HQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 66 contacts → |
“Per Annum Money began its journey with P2P lending in 2015.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | マネーツリー・moneytreegetmoneytree.com HQ: 港区, JapanReported employees: 51-200 | 港区, Japan | 51-200 | Exact match | 65 contacts → |
“Moneytree is a fintech company with a diverse and global culture, founded in 2012 with the mission of empowering people to harness the power of data.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Fargo Wealth Groupfargowealth.com HQ: Hong KongReported employees: 201-500 | Hong Kong | 201-500 | Exact match | 62 contacts → |
“As Asia's leading digital wealth platform, we are reimagining wealth management for the next generation.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Privatamprivatam.com HQ: Monte-carlo, MonacoReported employees: 11-50 | Monte-carlo, Monaco | 11-50 | Exact match | 60 contacts → |
“Did you know that any investor in the world can create his own customized investment?” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | SAVsav.money HQ: Dubai, United Arab EmiratesReported employees: 11-50 | Dubai, United Arab Emirates | 11-50 | Exact match | 47 contacts → |
“Sav is your all-in-one money app.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Fintsofintso.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 45 contacts → |
“Fintso is a full-stack wealthtech platform focused on giving access to retail investors, especially the NeXT Billion, by enabling Independent Financial Product Providers (IFPPs)…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Moneyfrog Financial Services Pvt. LTDmoneyfrog.in HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 45 contacts → |
“Moneyfrog.in is a wealth management platform designed to simplify your investment journey.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | BAKEbake.io HQ: PolandReported employees: 51-200 | Poland | 51-200 | Exact match | 44 contacts → |
“Bake is a wealth platform connecting thriving communities with exciting investment opportunities.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Dapm SAdapm.com HQ: Geneva, SwitzerlandReported employees: 51-200 | Geneva, Switzerland | 51-200 | Exact match | 43 contacts → |
“DAPM is an independent fintech company and an established leader in wealth consolidation and supervision.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 448 company matches
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Wealth aggregation platforms: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
448 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 448 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Wealth aggregation platforms by location
3 lists · largest firstEvery Wealth aggregation platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for wealth aggregation platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealth aggregation platforms did RevenueBase find worldwide?
The saved snapshot records 448 matching company records, 13,027 tracked contacts and 4,654 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 wealth aggregation platforms worldwide. Snapshot: September 29, 2026. https://revenuebase.ai/companies/browse/wealth-aggregation-platforms.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗