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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
6,904Companies
341,033Contacts tracked
128,852Verified emails
0Mobile numbers
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest wealth management api providers worldwide

Ranked by team size
Top 25 of 6,904 wealth management api providers worldwide, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management api providers: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 202610001+57,790 contacts →

Indirect evidence

“J.P.”

Source: RevenueBase Database · checked Sep 19, 2026
2Strong evidenceNew York, NY, United StatesHQ checked Sep 19, 202610001+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, 2026
3Strong evidenceChicago, IL, United StatesHQ checked Sep 19, 202610001+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, 2026
4Strong evidenceSan Diego, CA, United StatesHQ checked Sep 19, 20265,001-10,00013,475 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, 2026
5Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202610001+10,838 contacts →

Indirect evidence

“Somos referência em investimentos.”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceLondon, GermanyHQ checked Sep 19, 20265,001-10,0009,050 contacts →

Partial evidence

“We bring an Out of the Ordinary approach to creating and managing wealth.”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceToronto, ON, CanadaHQ checked Sep 19, 202610001+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, 2026
8Indirect evidenceZurich, SwitzerlandHQ checked Sep 19, 20265,001-10,0006,597 contacts →

Indirect evidence

“Julius Baer is present in around 25 countries and 60 locations.”

Source: RevenueBase Database · checked Sep 19, 2026
9Partial evidenceLondon, United KingdomHQ checked Sep 19, 20265,001-10,0004,802 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, 2026
10Partial evidenceNew York, NY, United StatesHQ checked Sep 19, 20261,001-5,0002,898 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, 2026
11Strong evidenceLondon, United KingdomHQ checked Sep 19, 20265,001-10,0002,717 contacts →

Strong evidence

“Barclays provides wealth management expertise to our clients in the UK.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceMumbai, IndiaHQ checked Sep 19, 20261,001-5,0002,178 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, 2026
13Strong evidenceParis, FranceHQ checked Sep 19, 20261,001-5,0002,141 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, 2026
14Strong evidenceScottsdale, AZ, United StatesHQ checked Sep 19, 20261,001-5,0002,071 contacts →

Strong evidence

“Osaic provides the support, resources, and community designed for the future of wealth management.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 20261,001-5,0002,016 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, 2026
16Indirect evidenceWilmington, DE, United StatesHQ checked Sep 19, 20261,001-5,0001,951 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, 2026
17Partial evidenceLondon, United KingdomHQ checked Sep 19, 20261,001-5,0001,927 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, 2026
18Partial evidenceOverland Park, KS, United StatesHQ checked Sep 19, 20261,001-5,0001,885 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, 2026
19Strong evidenceMumbai, IndiaHQ checked Sep 19, 20261,001-5,0001,878 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, 2026
20Partial evidenceOverland Park, KS, United StatesHQ checked Sep 19, 20261,001-5,0001,828 contacts →

Partial evidence

“Your wealth plan shouldn’t sit still.”

Source: RevenueBase Database · checked Sep 19, 2026
21Partial evidenceMelbourne, AustraliaHQ checked Sep 19, 20261,001-5,0001,664 contacts →

Partial evidence

“We’re here to help you build financial security and grow your wealth with confidence.”

Source: RevenueBase Database · checked Sep 19, 2026
22Partial evidenceNew York, DE, United StatesHQ checked Sep 19, 20261,001-5,0001,663 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, 2026
23Partial evidenceCharlotte, NC, United StatesHQ checked Sep 19, 20261,001-5,0001,661 contacts →

Partial evidence

“Building wealth.”

Source: RevenueBase Database · checked Sep 19, 2026
24Partial evidenceToronto, CanadaHQ checked Sep 19, 2026501-1,0001,555 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, 2026
25Indirect evidenceSanta Clara, CA, United StatesHQ checked Sep 19, 20261,001-5,0001,482 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, 2026

Showing 25 of 6,904 wealth management api providers worldwide

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 128,852 reachable decision-makers.

Free signup · no credit card

View the full list →

Wealth management api providers worldwide at a glance

As of Sep 19, 2026
37.8%Verified-email coverage
49.4Average contacts per company
1-10Median size (employees)
3.6%Largest-city concentration · London
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
4,183
11-50
1,895
51-200
479
201-500
144
501-1,000
78
1,001-5,000
64
5,001-10,000
15
10001+
24

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 first

Every 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

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 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.

Ready to reach these companies? Verified emails and direct dials for all 6,904 wealth management api providers worldwide. Start with a free account, no credit card.

Download this list →

Related lists

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.