Company lists · Data refreshed September 2026

Top 25 Wealth consolidation platforms worldwide

Name: Wealth consolidation platforms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 7,861 companies tracked

RevenueBase identified 7,861 wealth consolidation platforms worldwide as of September 2026 and tracks 265,405 professional contacts across them, including 114,275 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers wealth consolidation platforms worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026. Country and city lists for wealth consolidation platforms follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review

7,861Companies

265,405Contacts tracked

114,275Verified emails

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The 25 largest wealth consolidation platforms worldwide

Ranked by team size

Top 25 of 7,861 wealth consolidation platforms worldwide, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to wealth consolidation platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Edward Jones	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 29, 2026	10001+	42,985 contacts →
	Indirect evidence “Edward Jones is a leading North American financial services firm in the U.S.” Source: RevenueBase Database · checked Sep 29, 2026
2	Merrill Lynch	Partial evidence	New York, NY, United StatesHQ checked Sep 29, 2026	10001+	32,808 contacts →
	Partial evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 29, 2026
3	LPL Financial	Partial evidence	San Diego, CA, United StatesHQ checked Sep 29, 2026	5,001-10,000	13,475 contacts →
	Partial evidence “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Source: RevenueBase Database · checked Sep 29, 2026
4	Factset	Indirect evidence	Norwalk, CT, United StatesHQ checked Sep 29, 2026	10001+	13,385 contacts →
	Indirect evidence “FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Source: RevenueBase Database · checked Sep 29, 2026
5	Empower	Indirect evidence	Greenwood Village, CO, United StatesHQ checked Sep 29, 2026	10001+	9,313 contacts →
	Indirect evidence “At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve.” Source: RevenueBase Database · checked Sep 29, 2026
6	St. James's Place	Indirect evidence	Cirencester, United KingdomHQ checked Sep 29, 2026	1,001-5,000	4,111 contacts →
	Indirect evidence “There’s advice that can change your day.” Source: RevenueBase Database · checked Sep 29, 2026
7	BNY Pershing	Indirect evidence	Jersey City, NJ, United StatesHQ checked Sep 29, 2026	5,001-10,000	3,420 contacts →
	Indirect evidence “BNY Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered…” Source: RevenueBase Database · checked Sep 29, 2026
8	Simcorp	Indirect evidence	Copenhagen, DenmarkHQ checked Sep 29, 2026	1,001-5,000	3,257 contacts →
	Indirect evidence “SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side.” Source: RevenueBase Database · checked Sep 29, 2026
9	DST Systems	Indirect evidence	Windsor, CT, United StatesHQ checked Sep 29, 2026	10001+	3,035 contacts →
	Indirect evidence “DST Systems, Inc.” Source: RevenueBase Database · checked Sep 29, 2026
10	Envestnet	Partial evidence	Berwyn, PA, United StatesHQ checked Sep 29, 2026	1,001-5,000	2,766 contacts →
	Partial evidence “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Source: RevenueBase Database · checked Sep 29, 2026
11	UFF	Indirect evidence	Bois-colombes, FranceHQ checked Sep 29, 2026	501-1,000	2,390 contacts →
	Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 29, 2026
12	Vontobel	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 29, 2026	1,001-5,000	2,067 contacts →
	Indirect evidence “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Source: RevenueBase Database · checked Sep 29, 2026
13	Findex	Partial evidence	Melbourne, AustraliaHQ checked Sep 29, 2026	1,001-5,000	1,664 contacts →
	Partial evidence “We’re here to help you build financial security and grow your wealth with confidence.” Source: RevenueBase Database · checked Sep 29, 2026
14	Rockefeller Capital Management	Indirect evidence	New York, DE, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,663 contacts →
	Indirect evidence “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Source: RevenueBase Database · checked Sep 29, 2026
15	Edelman Financial Engines	Indirect evidence	Santa Clara, CA, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,482 contacts →
	Indirect evidence “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Source: RevenueBase Database · checked Sep 29, 2026
16	Ss&c Advent	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,389 contacts →
	Indirect evidence “SS & C Advent, a business unit of SS & C Technologies, is helping more than asset managers and asset owners worldwide transform their investment processes to maximize operational…” Source: RevenueBase Database · checked Sep 29, 2026
17	Addepar	Partial evidence	New York, NY, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,304 contacts →
	Partial evidence “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Source: RevenueBase Database · checked Sep 29, 2026
18	Personal Capital	Indirect evidence	Redwood City, CA, United StatesHQ checked Sep 29, 2026	201-500	1,168 contacts →
	Indirect evidence “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Source: RevenueBase Database · checked Sep 29, 2026
19	Charles River Development	Partial evidence	Burlington, MA, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,140 contacts →
	Partial evidence “Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.” Source: RevenueBase Database · checked Sep 29, 2026
20	Waddell & Reed	Indirect evidence	Shawnee Mission, KS, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,112 contacts →
	Indirect evidence “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Source: RevenueBase Database · checked Sep 29, 2026
21	ORION	Strong evidence	Omaha, NE, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,042 contacts →
	Strong evidence “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Source: RevenueBase Database · checked Sep 29, 2026
22	Investcloud, INC	Partial evidence	West Hollywood, CA, United StatesHQ checked Sep 29, 2026	1,001-5,000	992 contacts →
	Partial evidence “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Source: RevenueBase Database · checked Sep 29, 2026
23	Assetmark	Indirect evidence	Concord, CA, United StatesHQ checked Sep 29, 2026	1,001-5,000	982 contacts →
	Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Sep 29, 2026
24	Apex Fintech Solutions	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	501-1,000	911 contacts →
	Indirect evidence “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Source: RevenueBase Database · checked Sep 29, 2026
25	Banca Widiba	Indirect evidence	Milan, ItalyHQ checked Sep 29, 2026	201-500	838 contacts →
	Indirect evidence “Un punto di riferimento sul mercato per l’innovazione e per il modello di business unico basato sul binomio tra digitale e relazione, Banca Widiba offre una piattaforma online…” Source: RevenueBase Database · checked Sep 29, 2026

RevenueBase Smart Search

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

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

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

Showing 25 of 7,861 wealth consolidation platforms worldwide

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Wealth consolidation platforms worldwide at a glance

As of Sep 29, 2026

43.1%Verified-email coverage

33.8Average contacts per company

1-10Median size (employees)

1.7%Largest-city concentration · New York

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

5,078

11-50

1,975

51-200

481

201-500

162

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among wealth consolidation platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
Coverage: Every country. Country and city lists for wealth consolidation platforms are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “wealth consolidation platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names wealth consolidation platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among wealth consolidation platforms, and records with no verified work email.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 114,275 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 29, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Wealth consolidation platforms by location

40 lists · largest first

Every Wealth consolidation 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 Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names wealth consolidation platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many wealth consolidation platforms are there worldwide?

RevenueBase identified 7,861 wealth consolidation platforms worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Edward Jones, headquartered in St. Louis, tops this list with the largest team on record.

Which country has the most wealth consolidation platforms?

The United States leads with 3,958 companies, followed by India (715) and the United Kingdom (386). Every wealth consolidation platforms list by country and city is linked on this page.

Which city has the most wealth consolidation platforms?

New York leads with 137 headquartered companies, followed by London (133) and Mumbai (105).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 114,275 verified decision-maker contacts tracked across these 7,861 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 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 Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.