Company lists · Data refreshed September 2026
Top 25 Wealth management api providers worldwide
RevenueBase identified 6,904 wealth management api providers worldwide as of September 2026 and tracks 341,033 professional contacts across them, including 128,852 with verified work emails and 0 with mobile numbers. The United States is the largest market and London the largest hub.
This list covers wealth management api providers 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 19, 2026. Country and city lists for wealth management api providers 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.
The 25 largest wealth management api providers worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 57,790 contacts → | ||||
Indirect evidence “J.P.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 32,808 contacts → | ||||
Strong evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 27,212 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 13,475 contacts → | ||||
Strong evidence “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 10,838 contacts → | ||||
Indirect evidence “Somos referência em investimentos.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 9,050 contacts → | ||||
Partial evidence “We bring an Out of the Ordinary approach to creating and managing wealth.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 8,191 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6,597 contacts → | ||||
Indirect evidence “Julius Baer is present in around 25 countries and 60 locations.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4,802 contacts → | ||||
Partial evidence “FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2,898 contacts → | ||||
Partial evidence “THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2,717 contacts → | ||||
Strong evidence “Barclays provides wealth management expertise to our clients in the UK.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2,178 contacts → | ||||
Indirect evidence “Bonanza: Trusted Financial Partner for Over 30 Years Bonanza has been at the forefront of India’s financial services industry for over three decades, delivering excellence in…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2,141 contacts → | ||||
Strong evidence “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).” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2,071 contacts → | ||||
Strong evidence “Osaic provides the support, resources, and community designed for the future of wealth management.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2,016 contacts → | ||||
Indirect evidence “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1,951 contacts → | ||||
Indirect evidence “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1,927 contacts → | ||||
Partial evidence “RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1,885 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1,878 contacts → | ||||
Strong evidence “IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1,828 contacts → | ||||
Partial evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1,663 contacts → | ||||
Partial 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 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1,661 contacts → | ||||
Partial evidence “Building wealth.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1,555 contacts → | ||||
Partial evidence “Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 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 19, 2026Thanks. The Data Team will review it. | |||||
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 management api providers. 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 management api providers.
- Partial evidence
- Its own public description names part of wealth management api providers, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management api providers. 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 6,904 wealth management api providers worldwide
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Wealth management api providers worldwide at a glance
As of Sep 19, 2026Companies by employee count
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 management api providers, 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
- 22 countries, largest first: the United States, India, France, the United Kingdom, Switzerland, Canada, Australia, Brazil, Germany, South Africa and 12 more. Country and city lists for wealth management api providers are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “wealth management api providers”. 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 management api providers), 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 management api providers, 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, 128,852 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 19, 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 management api providers by location
47 lists · largest firstEvery Wealth management api providers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Wealth management api providers based in the United States2,688
- Wealth management api providers based in India776
- Wealth management api providers based in France699
- Wealth management api providers based in the United Kingdom678
- Wealth management api providers based in Switzerland355
- Wealth management api providers based in Canada352
- Wealth management api providers based in Australia285
- Wealth management api providers based in Brazil172
- Wealth management api providers based in Germany151
- Wealth management api providers based in South Africa124
- Wealth management api providers based in the United Arab Emirates104
- Wealth management api providers based in Singapore95
- Wealth management api providers based in Hong Kong85
- Wealth management api providers based in Spain61
- Wealth management api providers based in the Netherlands49
- Wealth management api providers based in Italy39
- Wealth management api providers based in Israel35
- Wealth management api providers based in Luxembourg34
- Wealth management api providers based in Mexico34
- Wealth management api providers based in Ireland30
- Wealth management api providers based in Belgium29
- Wealth management api providers based in Mauritius29
Cities
- Wealth management api providers based in Mumbai, India157
- Wealth management api providers based in New York, United States119
- Wealth management api providers based in Zurich, Switzerland104
- Wealth management api providers based in Toronto, Canada69
- Wealth management api providers based in Geneva, Switzerland52
- Wealth management api providers based in New Delhi, India47
- Wealth management api providers based in Pune, India45
- Wealth management api providers based in Bangalore, India41
- Wealth management api providers based in Bengaluru, India41
- Wealth management api providers based in San Diego, United States41
- Wealth management api providers based in Dallas, United States38
- Wealth management api providers based in Miami, United States37
- Wealth management api providers based in Houston, United States35
- Wealth management api providers based in Kolkata, India35
- Wealth management api providers based in Atlanta, United States34
- Wealth management api providers based in Chicago, United States34
- Wealth management api providers based in Boston, United States33
- Wealth management api providers based in Montreal, Canada33
- Wealth management api providers based in Austin, United States32
- Wealth management api providers based in San Francisco, United States30
- Wealth management api providers based in Calgary, Canada29
- Wealth management api providers based in Lugano, Switzerland29
- Wealth management api providers based in Vancouver, Canada28
- Wealth management api providers based in Denver, United States27
- Wealth management api providers based in Los Angeles, United States25
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 management api providers, 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 management api providers are there worldwide?
RevenueBase identified 6,904 wealth management api providers 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?
J.P. Morgan, headquartered in New York, tops this list with the largest team on record.
Which country has the most wealth management api providers?
The United States leads with 2,688 companies, followed by India (776) and France (699). Every wealth management api providers list by country and city is linked on this page.
Which city has the most wealth management api providers?
London leads with 249 headquartered companies, followed by Paris (203) and Mumbai (157).
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 128,852 verified decision-maker contacts tracked across these 6,904 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 19, 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.