Company lists · Data refreshed September 2026

Top 25 Wealth management software developers worldwide

RevenueBase identified 6,537 wealth management software developers worldwide as of September 2026 and tracks 231,091 professional contacts across them, including 82,501 with verified work emails. The United States is the largest market and London the largest hub.

This list covers wealth management software 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 29, 2026. Country and city lists for wealth management software 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 29, 2026 86% judged on-target in blind review
6,537Companies
231,091Contacts tracked
82,501Verified emails
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The 25 largest wealth management software developers worldwide

Ranked by team size
Top 25 of 6,537 wealth management software developers worldwide, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management software 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
1Strong evidenceNew York, NY, United StatesHQ checked Sep 29, 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 29, 2026
2Strong evidenceChicago, IL, United StatesHQ checked Sep 29, 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 29, 2026
3Partial evidenceToronto, ON, CanadaHQ checked Sep 29, 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 29, 2026
4Indirect evidenceZurich, SwitzerlandHQ checked Sep 29, 20265,001-10,0006,597 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
5Partial evidenceLondon, United KingdomHQ checked Sep 29, 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 29, 2026
6Partial evidenceCopenhagen, DenmarkHQ checked Sep 29, 20261,001-5,0003,257 contacts →

Partial evidence

“SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side.”

Source: RevenueBase Database · checked Sep 29, 2026
7Indirect evidenceWindsor, CT, United StatesHQ checked Sep 29, 202610001+3,035 contacts →

Indirect evidence

“DST Systems, Inc.”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceCanadaHQ checked Sep 29, 20261,001-5,0002,838 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
9Strong evidenceLondon, United KingdomHQ checked Sep 29, 20265,001-10,0002,717 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
10Indirect evidenceBois-colombes, FranceHQ checked Sep 29, 2026501-1,0002,390 contacts →

Indirect evidence

“Particuliers, chefs d'entreprise, TPE/PME.”

Source: RevenueBase Database · checked Sep 29, 2026
11Strong evidenceParis, FranceHQ checked Sep 29, 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 29, 2026
12Partial evidenceLondon, United KingdomHQ checked Sep 29, 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 29, 2026
13Strong evidenceMumbai, IndiaHQ checked Sep 29, 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 29, 2026
14Partial evidenceMelbourne, AustraliaHQ checked Sep 29, 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 29, 2026
15Partial evidenceToronto, CanadaHQ checked Sep 29, 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 29, 2026
16Partial evidenceMelbourne, United StatesHQ checked Sep 29, 20261,001-5,0001,474 contacts →

Partial evidence

“We're a global team of people building software that helps the financial services industry perform at its best.”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 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 29, 2026
18Strong evidenceSt. Louis, MO, United StatesHQ checked Sep 29, 20261,001-5,0001,249 contacts →

Strong evidence

“Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.”

Source: RevenueBase Database · checked Sep 29, 2026
19Partial evidenceNew York, NY, United StatesHQ checked Sep 29, 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 29, 2026
20Strong evidenceWaterfall, South AfricaHQ checked Sep 29, 2026501-1,0001,173 contacts →

Strong evidence

“We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.”

Source: RevenueBase Database · checked Sep 29, 2026
21Indirect evidenceRedwood City, CA, United StatesHQ checked Sep 29, 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 29, 2026
22Partial evidenceBurlington, MA, United StatesHQ checked Sep 29, 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 29, 2026
23Partial evidenceShawnee Mission, KS, United StatesHQ checked Sep 29, 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 29, 2026
24Strong evidenceMontréal, QC, CanadaHQ checked Sep 29, 2026201-5001,050 contacts →

Strong evidence

“iA Private Wealth offers tailored wealth management solutions through a network of more than 450 independent advisor teams.”

Source: RevenueBase Database · checked Sep 29, 2026
25Partial evidenceOmaha, NE, United StatesHQ checked Sep 29, 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 29, 2026

Showing 25 of 6,537 wealth management software developers worldwide

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Wealth management software developers worldwide at a glance

As of Sep 29, 2026
35.7%Verified-email coverage
35.4Average contacts per company
1-10Median size (employees)
3.2%Largest-city concentration · London
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
3,896
11-50
1,839
51-200
484
201-500
140
501-1,000
67
1,001-5,000
58
5,001-10,000
11
10001+
22

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 management software 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
Every country. Country and city lists for wealth management software developers are linked below.
What qualifies
Companies worldwide whose own description of what they do matches “wealth management software 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 software 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 software 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, 82,501 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 management software developers by location

37 lists · largest first

Every Wealth management software 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 software 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 software developers are there worldwide?

RevenueBase identified 6,537 wealth management software 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?

Merrill Lynch, headquartered in New York, tops this list with the largest team on record.

Which country has the most wealth management software developers?

The United States leads with 1,995 companies, followed by India (609) and France (597). Every wealth management software developers list by country and city is linked on this page.

Which city has the most wealth management software developers?

London leads with 208 headquartered companies, followed by Paris (173) and Mumbai (124).

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 82,501 verified decision-maker contacts tracked across these 6,537 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.