Company lists · Data refreshed November 2026

Top 25 Wealth management tech investors worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 4,162 companies tracked

RevenueBase identified 4,162 company matches for wealth management tech investors worldwide as of November 2026 and tracks 79,133 professional contacts across them, including 32,047 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers company matches for wealth management tech investors 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 November 6, 2026. Country and city lists for wealth management tech investors 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 Nov 6, 2026 How this list was built

4,162Companies

79,133Contacts tracked

32,047Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest wealth management tech investors worldwide

Ranked by team size

Top 25 of 4,162 company matches for wealth management tech investors worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	FNZ	Exact match	London, United KingdomHQ recorded Nov 6, 2026	5,001-10,000	5,361 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 · Nov 6, 2026 · View company records in RevenueBase
2	Cibc Wood Gundy	Exact match	CanadaHQ recorded Nov 6, 2026	1,001-5,000	2,987 contacts →
	Exact match “CIBC Private Wealth Wood Gundy brings together the strength of a leading wealth advisory brand and a deeply personal, relationship-driven approach.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Arcesium	Exact match	New York, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,911 contacts →
	Exact match “Arcesium is a global financial technology company delivering front-to-back technology solutions for some of the world’s most sophisticated financial institutions, including hedge…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Vontobel	Exact match	Zürich, SwitzerlandHQ recorded Nov 6, 2026	1,001-5,000	2,215 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 · Nov 6, 2026 · View company records in RevenueBase
5	Iifl Capital Services Limited	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	1,001-5,000	1,982 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 · Nov 6, 2026 · View company records in RevenueBase
6	Raya Holding For Financial Investments	Exact match	EgyptHQ recorded Nov 6, 2026	10001+	1,506 contacts →
	Exact match “As a distinguished investment company with a robust international footprint, Raya Holding for Financial Investments has experienced remarkable growth driven by a resilient…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Ss&c Advent	Exact match	San Francisco, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,450 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	BNY Wealth	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	10001+	1,262 contacts →
	Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	ORION	Exact match	Omaha, FL, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,090 contacts →
	Exact match “Orion is a leading AI-native wealthtech company transforming the advisor experience through connected technology, intelligent automation, and investment solutions built for growth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Allfunds	Exact match	Madrid, ItalyHQ recorded Nov 6, 2026	501-1,000	1,077 contacts →
	Exact match “Allfunds is a leading global dealing and distribution platform in the wealth management industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Assetmark	Exact match	Concord, CA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,075 contacts →
	Exact match “AssetMark, Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Investcloud, INC	Exact match	West Hollywood, CA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,027 contacts →
	Exact match “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	TA Associates	Exact match	Boston, United StatesHQ recorded Nov 6, 2026	201-500	937 contacts →
	Exact match “TA is a leading global private equity firm focused on scaling growth in profitable companies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Vista Equity Partners	Exact match	Austin, CA, United StatesHQ recorded Nov 6, 2026	501-1,000	864 contacts →
	Exact match “Vista Equity Partners (Vista) is a leading global technology investor specializing in software.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Dezerv	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	501-1,000	690 contacts →
	Exact match “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Betanxt	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	501-1,000	671 contacts →
	Exact match “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Centricity Wealthtech	Exact match	Gurgaon, IndiaHQ recorded Nov 6, 2026	501-1,000	666 contacts →
	Exact match “Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Silver Lake	Exact match	Menlo Park, NY, United StatesHQ recorded Nov 6, 2026	201-500	581 contacts →
	Exact match “Silver Lake is a global technology investment firm, with approximately $126 billion in combined assets under management and committed capital and a team of professionals based in…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Farther	Exact match	New York, CA, United StatesHQ recorded Nov 6, 2026	501-1,000	561 contacts →
	Exact match “Welcome to Intelligent Wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	PSG	Exact match	Boston, United StatesHQ recorded Nov 6, 2026	51-200	540 contacts →
	Exact match “PSG is a growth equity firm that partners with software and technology-enabled services companies to help them navigate transformational growth, capitalize on strategic…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Peak6	Exact match	Chicago, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	470 contacts →
	Exact match “We're In The Business Of What Ought To Be The business of doing, creating, and building the world the way we see fit.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	IDG Capital	Exact match	Jing An, Hong KongHQ recorded Nov 6, 2026	201-500	416 contacts →
	Exact match “Founded in 1993, IDG Capital is a leading private equity investment firm headquartered in Hong Kong, recognized for its global vision and long-standing market presence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Thoma Bravo	Exact match	Chicago, CA, United StatesHQ recorded Nov 6, 2026	201-500	337 contacts →
	Exact match “Thoma Bravo is the world’s largest software-focused investment firm, with more than $172 billion in assets under management as of March 31, 2026.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	York IE	Exact match	Manchester, MA, United StatesHQ recorded Nov 6, 2026	201-500	337 contacts →
	Exact match “York IE® is an investment and operating firm that combines a family of funds with a hands-on operating platform to build and back software companies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	AMG	Exact match	West Palm Beach, FL, United StatesHQ recorded Nov 6, 2026	201-500	326 contacts →
	Exact match “AMG is a leading partner to independent investment management firms globally.” Recorded in the RevenueBase company graph · Nov 6, 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 tech investors”. 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 4,162 wealth management tech investors worldwide

See the full list, filter by size, metro and specialty, and access 32,047 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Wealth management tech investors worldwide at a glance

As of Nov 6, 2026

40.5%Verified-email coverage

19.0Average contacts per company

1-10Median size (employees)

5.6%Largest-city concentration · New York

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

2,573

11-50

1,149

51-200

287

201-500

501-1,000

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 tech investors are linked below.
What qualifies: Company records worldwide whose business descriptions match “wealth management tech investors” 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 32,047 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 November 6, 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 tech investors by location

36 lists · largest first

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

How many wealth management tech investors are there worldwide?

RevenueBase identified 4,162 company matches for wealth management tech investors worldwide as of November 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?

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

Which country has the most wealth management tech investors?

The United States leads with 1,363 companies, followed by India (298) and the United Kingdom (230). Every wealth management tech investors list by country and city is linked on this page.

Which city has the most wealth management tech investors?

New York leads with 232 company records, followed by London (180) and San Francisco (111).

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 32,047 professional contacts with verified work emails tracked across these 4,162 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 November 6, 2026.

Ready to reach these companies? Verified emails and direct dials for all 4,162 wealth management tech investors worldwide. Start with a free account, no credit card.

Download this list →

Related lists

Browse the directory

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.