Company lists · Data refreshed October 2026

Top 25 Wealth management all-in-one advisor desktop platform companies worldwide

Name: Wealth management all-in-one advisor desktop platform companies worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 20, 2026 15,723 companies tracked

RevenueBase identified 15,723 company matches for wealth management all-in-one advisor desktop platform companies worldwide as of October 2026 and tracks 572,257 professional contacts across them, including 208,337 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for wealth management all-in-one advisor desktop platform companies 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 October 20, 2026. Country and city lists for wealth management all-in-one advisor desktop platform companies 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 Oct 20, 2026 How this list was built

15,723Companies

572,257Contacts tracked

208,337Verified emails

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The 25 largest wealth management all-in-one advisor desktop platform companies worldwide

Ranked by team size

Top 25 of 15,723 company matches for wealth management all-in-one advisor desktop platform companies worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 20, 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	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Oct 20, 2026	10001+	43,780 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
2	State Street	Exact match	Boston, MA, United StatesHQ recorded Oct 20, 2026	10001+	43,150 contacts →
	Exact match “At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
3	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Oct 20, 2026	10001+	33,935 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
4	Northern Trust	Exact match	Chicago, IL, United StatesHQ recorded Oct 20, 2026	10001+	28,079 contacts →
	Exact match “As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
5	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 20, 2026	5,001-10,000	24,802 contacts →
	Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
6	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Oct 20, 2026	5,001-10,000	13,958 contacts →
	Exact match “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
7	SAFRA	Exact match	Sao Paulo, BrazilHQ recorded Oct 20, 2026	10001+	11,676 contacts →
	Exact match “Somos referência em investimentos.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
8	RBC Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Oct 20, 2026	10001+	8,637 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 · Oct 20, 2026 · View company records in RevenueBase
9	Julius Baer	Exact match	Zurich, SwitzerlandHQ recorded Oct 20, 2026	5,001-10,000	7,092 contacts →
	Exact match “Julius Baer is present in around 25 countries and 60 locations.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
10	FNZ	Exact match	London, United KingdomHQ recorded Oct 20, 2026	5,001-10,000	5,207 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 · Oct 20, 2026 · View company records in RevenueBase
11	St. James's Place	Exact match	Cirencester, United KingdomHQ recorded Oct 20, 2026	1,001-5,000	4,262 contacts →
	Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
12	Fineco Bank	Exact match	Milan, ItalyHQ recorded Oct 20, 2026	1,001-5,000	4,235 contacts →
	Exact match “FinecoBank is one of the most important FinTech banks in Europe.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
13	TD Ameritrade	Exact match	Omaha, NE, United StatesHQ recorded Oct 20, 2026	5,001-10,000	3,867 contacts →
	Exact match “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
14	Simcorp	Exact match	Copenhagen, DenmarkHQ recorded Oct 20, 2026	1,001-5,000	3,530 contacts →
	Exact match “SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
15	BNY Pershing	Exact match	Jersey City, NJ, United StatesHQ recorded Oct 20, 2026	5,001-10,000	3,444 contacts →
	Exact match “BNY Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
16	DST Systems	Exact match	Windsor, CT, United StatesHQ recorded Oct 20, 2026	10001+	3,151 contacts →
	Exact match “DST Systems, Inc.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
17	Nylife Securities LLC	Exact match	New York, NY, United StatesHQ recorded Oct 20, 2026	10001+	3,067 contacts →
	Exact match “NYLIFE Securities is a subsidiary of New York Life Insurance Company and focuses on providing clients with world‐class brokerage services and a wide variety of investment options.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
18	Cibc Wood Gundy	Exact match	CanadaHQ recorded Oct 20, 2026	1,001-5,000	2,904 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
19	Envestnet	Exact match	Berwyn, PA, United StatesHQ recorded Oct 20, 2026	1,001-5,000	2,851 contacts →
	Exact match “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
20	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Oct 20, 2026	1,001-5,000	2,612 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 · Oct 20, 2026 · View company records in RevenueBase
21	BMO Nesbitt Burns	Exact match	Toronto, CanadaHQ recorded Oct 20, 2026	1,001-5,000	2,456 contacts →
	Exact match “As a part of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has an extensive network of approximately 1,300 Investment Advisors at 76…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
22	UFF	Exact match	Bois-colombes, FranceHQ recorded Oct 20, 2026	501-1,000	2,451 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
23	Icapital	Exact match	New York, NY, United StatesHQ recorded Oct 20, 2026	1,001-5,000	2,335 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 · Oct 20, 2026 · View company records in RevenueBase
24	Creative Planning	Exact match	Overland Park, KS, United StatesHQ recorded Oct 20, 2026	1,001-5,000	2,255 contacts →
	Exact match “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
25	Indosuez Wealth Management	Exact match	Paris, FranceHQ recorded Oct 20, 2026	1,001-5,000	2,220 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 · Oct 20, 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 management all-in-one advisor desktop platform companies”. 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 15,723 wealth management all-in-one advisor desktop platform companies worldwide

See the full list, filter by size, metro and specialty, and access 208,337 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management all-in-one advisor desktop platform companies worldwide at a glance

As of Oct 20, 2026

36.4%Verified-email coverage

36.4Average contacts per company

1-10Median size (employees)

2.2%Largest-city concentration · London

Oct 20, 2026Page data refreshed

Companies by employee count

1-10

9,938

11-50

4,116

51-200

1,009

201-500

293

501-1,000

140

1,001-5,000

115

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 wealth management all-in-one advisor desktop platform companies are linked below.
What qualifies: Company records worldwide whose business descriptions match “wealth management all-in-one advisor desktop platform companies” 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 208,337 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 October 20, 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 management all-in-one advisor desktop platform companies by location

102 lists · largest first

Every Wealth management all-in-one advisor desktop platform companies 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 “wealth management all-in-one advisor desktop platform companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management all-in-one advisor desktop platform companies are there worldwide?

RevenueBase identified 15,723 company matches for wealth management all-in-one advisor desktop platform companies worldwide as of October 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?

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

Which country has the most wealth management all-in-one advisor desktop platform companies?

The United States leads with 6,816 companies, followed by India (1,350) and the United Kingdom (928). Every wealth management all-in-one advisor desktop platform companies list by country and city is linked on this page.

Which city has the most wealth management all-in-one advisor desktop platform companies?

London leads with 342 company records, followed by New York (265) and Paris (242).

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 208,337 professional contacts with verified work emails tracked across these 15,723 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 October 20, 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.