Company lists · Data refreshed September 2026

Top 25 Wealth management software firms worldwide

Name: Wealth management software firms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 13,030 companies tracked

RevenueBase identified 13,030 company matches for wealth management software firms worldwide as of September 2026 and tracks 343,670 professional contacts across them, including 128,100 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for wealth management software firms 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 September 29, 2026. Country and city lists for wealth management software firms 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 Sep 29, 2026 How this list was built

13,030Companies

343,670Contacts tracked

128,100Verified emails

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The 25 largest wealth management software firms worldwide

Ranked by team size

Top 25 of 13,030 company matches for wealth management software firms worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 29, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Northern Trust	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	10001+	27,212 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 · Sep 29, 2026 · View company records in RevenueBase
3	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Sep 29, 2026	5,001-10,000	13,475 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 · Sep 29, 2026 · View company records in RevenueBase
4	RBC Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 29, 2026	10001+	8,191 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 · Sep 29, 2026 · View company records in RevenueBase
5	Julius Baer	Exact match	Zurich, SwitzerlandHQ recorded Sep 29, 2026	5,001-10,000	6,597 contacts →
	Exact match “Julius Baer is present in around 25 countries and 60 locations.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	FNZ	Exact match	London, United KingdomHQ recorded Sep 29, 2026	5,001-10,000	4,802 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 · Sep 29, 2026 · View company records in RevenueBase
7	Simcorp	Exact match	Copenhagen, DenmarkHQ recorded Sep 29, 2026	1,001-5,000	3,257 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 · Sep 29, 2026 · View company records in RevenueBase
8	DST Systems	Exact match	Windsor, CT, United StatesHQ recorded Sep 29, 2026	10001+	3,035 contacts →
	Exact match “DST Systems, Inc.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Cibc Wood Gundy	Exact match	CanadaHQ recorded Sep 29, 2026	1,001-5,000	2,838 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Envestnet	Exact match	Berwyn, PA, United StatesHQ recorded Sep 29, 2026	1,001-5,000	2,766 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 · Sep 29, 2026 · View company records in RevenueBase
11	Barclays Wealth Management	Exact match	London, United KingdomHQ recorded Sep 29, 2026	5,001-10,000	2,717 contacts →
	Exact match “Barclays provides wealth management expertise to our clients in the UK.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Sep 29, 2026	1,001-5,000	2,611 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 · Sep 29, 2026 · View company records in RevenueBase
13	UFF	Exact match	Bois-colombes, FranceHQ recorded Sep 29, 2026	501-1,000	2,390 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Indosuez Wealth Management	Exact match	Paris, FranceHQ recorded Sep 29, 2026	1,001-5,000	2,141 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 · Sep 29, 2026 · View company records in RevenueBase
15	OSAIC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 29, 2026	1,001-5,000	2,071 contacts →
	Exact match “Osaic provides the support, resources, and community designed for the future of wealth management.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Vontobel	Exact match	Zürich, SwitzerlandHQ recorded Sep 29, 2026	1,001-5,000	2,067 contacts →
	Exact match “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Credicorp Capital	Exact match	Lima, PeruHQ recorded Sep 29, 2026	1,001-5,000	1,971 contacts →
	Exact match “Somos la compañía de Asesoría y Gestión de Inversiones del grupo Credicorp Ltd, uno de los holdings financieros más grandes de la región.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	RBC Brewin Dolphin	Exact match	London, United KingdomHQ recorded Sep 29, 2026	1,001-5,000	1,927 contacts →
	Exact match “RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	Creative Planning	Exact match	Overland Park, KS, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,885 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 · Sep 29, 2026 · View company records in RevenueBase
20	Iifl Capital Services Limited	Exact match	Mumbai, IndiaHQ recorded Sep 29, 2026	1,001-5,000	1,878 contacts →
	Exact match “IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	Findex	Exact match	Melbourne, AustraliaHQ recorded Sep 29, 2026	1,001-5,000	1,664 contacts →
	Exact match “We’re here to help you build financial security and grow your wealth with confidence.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	Rockefeller Capital Management	Exact match	New York, DE, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,663 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	1,001-5,000	1,661 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	BMO Private Wealth	Exact match	Toronto, CanadaHQ recorded Sep 29, 2026	501-1,000	1,555 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 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 software firms”. 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 13,030 wealth management software firms worldwide

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Wealth management software firms worldwide at a glance

As of Sep 29, 2026

37.3%Verified-email coverage

26.4Average contacts per company

1-10Median size (employees)

2.5%Largest-city concentration · London

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

8,478

11-50

3,309

51-200

762

201-500

202

501-1,000

102

1,001-5,000

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 software firms are linked below.
What qualifies: Company records worldwide whose business descriptions match “wealth management software firms” 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 128,100 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 September 29, 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 software firms by location

73 lists · largest first

Every Wealth management software firms 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 software firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management software firms are there worldwide?

RevenueBase identified 13,030 company matches for wealth management software firms worldwide as of September 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?

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

Which country has the most wealth management software firms?

The United States leads with 5,151 companies, followed by France (1,164) and India (1,140). Every wealth management software firms list by country and city is linked on this page.

Which city has the most wealth management software firms?

London leads with 331 company records, followed by Paris (293) and New York (196).

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 128,100 professional contacts with verified work emails tracked across these 13,030 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 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 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.