Company lists · Data refreshed September 2026

Top 25 Wealth transfer specialists worldwide

Name: Wealth transfer specialists worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 8,328 companies tracked

RevenueBase identified 8,328 company matches for wealth transfer specialists worldwide as of September 2026 and tracks 136,691 professional contacts across them, including 53,298 with verified work emails. The United States is the largest market and Paris the largest hub.

This list covers company matches for wealth transfer specialists 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 22, 2026. Country and city lists for wealth transfer specialists 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 22, 2026 How this list was built

8,328Companies

136,691Contacts tracked

53,298Verified emails

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The 25 largest wealth transfer specialists worldwide

Ranked by team size

Top 25 of 8,328 company matches for wealth transfer specialists worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 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 22, 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 22, 2026 · View company records in RevenueBase
2	RBC Wealth Management	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
3	UFF	Exact match	Bois-colombes, FranceHQ recorded Sep 22, 2026	501-1,000	2,390 contacts →
	Exact match “Particuliers, chefs d'entreprise, TPE/PME.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Indosuez Wealth Management	Exact match	Paris, FranceHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
5	Creative Planning	Exact match	Overland Park, KS, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
6	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 22, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	Findex	Exact match	Melbourne, AustraliaHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
8	BMO Private Wealth	Exact match	Toronto, CanadaHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
9	BNY Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 22, 2026	10001+	1,217 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 · Sep 22, 2026 · View company records in RevenueBase
10	PSG Wealth	Exact match	Waterfall, South AfricaHQ recorded Sep 22, 2026	501-1,000	1,173 contacts →
	Exact match “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	Stonehage Fleming	Exact match	Jersey, United KingdomHQ recorded Sep 22, 2026	501-1,000	929 contacts →
	Exact match “Stonehage Fleming is now Corient.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	Zedra Group	Exact match	St. Helier, JerseyHQ recorded Sep 22, 2026	1,001-5,000	813 contacts →
	Exact match “We are ZEDRA.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	Northern Trust Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 22, 2026	10001+	771 contacts →
	Exact match “Any successful wealth plan begins with a thorough discussion of your ambitions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Schroders Personal Wealth	Exact match	London, United KingdomHQ recorded Sep 22, 2026	501-1,000	721 contacts →
	Exact match “We are now Lloyds Wealth.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Pathstone	Exact match	Englewood, NJ, United StatesHQ recorded Sep 22, 2026	501-1,000	692 contacts →
	Exact match “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	Moneta	Exact match	Clayton, MO, United StatesHQ recorded Sep 22, 2026	501-1,000	586 contacts →
	Exact match “Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	Louvre Banque Privée	Exact match	Paris, FranceHQ recorded Sep 22, 2026	501-1,000	565 contacts →
	Exact match “Louvre Banque Privée, créée en 1963 et filiale de La Banque Postale, propose une offre globale à destination d’une clientèle patrimoniale de familles, chef d’entreprises…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	Lido Advisors	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 22, 2026	201-500	542 contacts →
	Exact match “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19	MAI Capital Management	Exact match	Cleveland, OH, United StatesHQ recorded Sep 22, 2026	501-1,000	520 contacts →
	Exact match “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	Nedbank Private Wealth	Exact match	United KingdomHQ recorded Sep 22, 2026	201-500	517 contacts →
	Exact match “From our offices in the London, Isle of Man and Jersey and representative office in Dubai, our team of experienced wealth managers help to make your life easier and assist you in…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21	Nuvama Group	Exact match	Mumbai, IndiaHQ recorded Sep 22, 2026	1,001-5,000	448 contacts →
	Exact match “Nuvama Group (formerly Edelweiss Wealth Management) is backed by the trust and reputation earned through over 25+ years in the Indian market and strengthened by a global…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	Progeny	Exact match	Leeds, United KingdomHQ recorded Sep 22, 2026	201-500	415 contacts →
	Exact match “Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	NBK Wealth	Exact match	Kuwait City, KuwaitHQ recorded Sep 22, 2026	201-500	415 contacts →
	Exact match “We are NBK Wealth, a world-class wealth management group and part of the NBK Group - one of the Middle East's largest financial institutions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24	Canaccord Genuity Wealth Management Canada	Exact match	Toronto, ON, CanadaHQ recorded Sep 22, 2026	1,001-5,000	407 contacts →
	Exact match “At CG Wealth Management, we take a purposefully different approach to wealth management.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25	Laplace	Exact match	Paris, FranceHQ recorded Sep 22, 2026	501-1,000	401 contacts →
	Exact match “Laplace, une marque du groupe Crystal, référence du conseil en gestion privée depuis plus de 30 ans.” Recorded in the RevenueBase company graph · Sep 22, 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 transfer specialists”. 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 8,328 wealth transfer specialists worldwide

See the full list, filter by size, metro and specialty, and access 53,298 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth transfer specialists worldwide at a glance

As of Sep 22, 2026

39.0%Verified-email coverage

16.4Average contacts per company

1-10Median size (employees)

3.6%Largest-city concentration · Paris

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

6,033

11-50

1,817

51-200

291

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 transfer specialists are linked below.
What qualifies: Company records worldwide whose business descriptions match “wealth transfer specialists” 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 53,298 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 22, 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 transfer specialists by location

42 lists · largest first

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

How many wealth transfer specialists are there worldwide?

RevenueBase identified 8,328 company matches for wealth transfer specialists 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 transfer specialists?

The United States leads with 2,981 companies, followed by France (1,218) and the United Kingdom (554). Every wealth transfer specialists list by country and city is linked on this page.

Which city has the most wealth transfer specialists?

Paris leads with 296 company records, followed by London (186) and New York (97).

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 53,298 professional contacts with verified work emails tracked across these 8,328 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 22, 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.