Company lists · Data refreshed September 2026

Top 25 Wealth management app developers worldwide

RevenueBase identified 3,521 wealth management app developers worldwide as of September 2026 and tracks 183,007 professional contacts across them, including 83,825 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 app developers 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 app developers 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
3,521Companies
183,007Contacts tracked
83,825Verified emails
0Mobile numbers
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The 25 largest wealth management app developers worldwide

Ranked by team size
Top 25 of 3,521 wealth management app developers 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 app developers: 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 evidenceSt. Louis, MO, United StatesHQ checked Sep 19, 202610001+42,985 contacts →

Indirect evidence

“Edward Jones is a leading North American financial services firm in the U.S.”

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 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
4Partial 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
5Indirect evidenceWindsor, CT, United StatesHQ checked Sep 19, 202610001+3,035 contacts →

Indirect evidence

“DST Systems, Inc.”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceBerwyn, PA, United StatesHQ checked Sep 19, 20261,001-5,0002,766 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 19, 2026
7Partial evidenceZürich, SwitzerlandHQ checked Sep 19, 20261,001-5,0002,067 contacts →

Partial 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 19, 2026
8Partial 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
9Partial 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
10Indirect 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
11Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 20261,001-5,0001,389 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 19, 2026
12Partial evidenceNew York, NY, United StatesHQ checked Sep 19, 202610001+1,217 contacts →

Partial evidence

“For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceRedwood City, CA, United StatesHQ checked Sep 19, 2026201-5001,168 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 19, 2026
14Partial evidenceBurlington, MA, United StatesHQ checked Sep 19, 20261,001-5,0001,140 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 19, 2026
15Partial evidenceShawnee Mission, KS, United StatesHQ checked Sep 19, 20261,001-5,0001,112 contacts →

Partial 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 19, 2026
16Partial evidenceOmaha, NE, United StatesHQ checked Sep 19, 20261,001-5,0001,042 contacts →

Partial 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 19, 2026
17Partial evidenceWest Hollywood, CA, United StatesHQ checked Sep 19, 20261,001-5,000992 contacts →

Partial evidence

“InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceConcord, CA, United StatesHQ checked Sep 19, 20261,001-5,000982 contacts →

Indirect evidence

“AssetMark, Inc.”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 2026501-1,000911 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 19, 2026
20Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 20261,001-5,000837 contacts →

Indirect evidence

“We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…”

Source: RevenueBase Database · checked Sep 19, 2026
21Partial evidenceSydney, AustraliaHQ checked Sep 19, 2026501-1,000750 contacts →

Partial evidence

“HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.”

Source: RevenueBase Database · checked Sep 19, 2026
22Partial evidenceLondon, United KingdomHQ checked Sep 19, 2026501-1,000721 contacts →

Partial evidence

“We are now Lloyds Wealth.”

Source: RevenueBase Database · checked Sep 19, 2026
23Strong evidenceNew York, NY, United StatesHQ checked Sep 19, 2026501-1,000629 contacts →

Strong evidence

“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceWinnipeg, MB, CanadaHQ checked Sep 19, 20265,001-10,000623 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceRadnor, PA, United StatesHQ checked Sep 19, 2026501-1,000615 contacts →

Indirect evidence

“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 3,521 wealth management app developers worldwide

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Wealth management app developers worldwide at a glance

As of Sep 19, 2026
45.8%Verified-email coverage
52.0Average contacts per company
1-10Median size (employees)
3.6%Largest-city concentration · London
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
2,141
11-50
945
51-200
263
201-500
81
501-1,000
41
1,001-5,000
24
5,001-10,000
5
10001+
13

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 app developers, 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
13 countries, largest first: the United States, India, the United Kingdom, Canada, France, Australia, Brazil, Germany, Switzerland, Singapore and 3 more. Country and city lists for wealth management app developers are linked below.
What qualifies
Companies worldwide whose own description of what they do matches “wealth management app developers”. 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 app developers), 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 app developers, 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, 83,825 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 app developers by location

20 lists · largest first

Every Wealth management app developers 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 app developers, 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 app developers are there worldwide?

RevenueBase identified 3,521 wealth management app developers 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 management app developers?

The United States leads with 1,853 companies, followed by India (564) and the United Kingdom (276). Every wealth management app developers list by country and city is linked on this page.

Which city has the most wealth management app developers?

London leads with 128 headquartered companies, followed by Mumbai (94) and New York (85).

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 83,825 verified decision-maker contacts tracked across these 3,521 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.