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 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 wealth transfer specialists 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 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 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 22, 2026 86% judged on-target in blind review

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 wealth transfer specialists worldwide, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to wealth transfer specialists: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Merrill Lynch	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	10001+	32,808 contacts →
	Partial evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 22, 2026
2	RBC Wealth Management	Partial evidence	Toronto, ON, CanadaHQ checked Sep 22, 2026	10001+	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 22, 2026
3	UFF	Indirect evidence	Bois-colombes, FranceHQ checked Sep 22, 2026	501-1,000	2,390 contacts →
	Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 22, 2026
4	Indosuez Wealth Management	Partial evidence	Paris, FranceHQ checked Sep 22, 2026	1,001-5,000	2,141 contacts →
	Partial 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 22, 2026
5	Creative Planning	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	1,001-5,000	1,885 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 22, 2026
6	Mariner	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	1,001-5,000	1,828 contacts →
	Partial evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 22, 2026
7	Findex	Partial evidence	Melbourne, AustraliaHQ checked Sep 22, 2026	1,001-5,000	1,664 contacts →
	Partial evidence “We’re here to help you build financial security and grow your wealth with confidence.” Source: RevenueBase Database · checked Sep 22, 2026
8	BMO Private Wealth	Partial evidence	Toronto, CanadaHQ checked Sep 22, 2026	501-1,000	1,555 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 22, 2026
9	BNY Wealth	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	10001+	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 22, 2026
10	PSG Wealth	Partial evidence	Waterfall, South AfricaHQ checked Sep 22, 2026	501-1,000	1,173 contacts →
	Partial evidence “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Source: RevenueBase Database · checked Sep 22, 2026
11	Stonehage Fleming	Indirect evidence	Jersey, United KingdomHQ checked Sep 22, 2026	501-1,000	929 contacts →
	Indirect evidence “Stonehage Fleming is now Corient.” Source: RevenueBase Database · checked Sep 22, 2026
12	Zedra Group	Indirect evidence	St. Helier, JerseyHQ checked Sep 22, 2026	1,001-5,000	813 contacts →
	Indirect evidence “We are ZEDRA.” Source: RevenueBase Database · checked Sep 22, 2026
13	Northern Trust Wealth Management	Partial evidence	Chicago, IL, United StatesHQ checked Sep 22, 2026	10001+	771 contacts →
	Partial evidence “Any successful wealth plan begins with a thorough discussion of your ambitions.” Source: RevenueBase Database · checked Sep 22, 2026
14	Schroders Personal Wealth	Partial evidence	London, United KingdomHQ checked Sep 22, 2026	501-1,000	721 contacts →
	Partial evidence “We are now Lloyds Wealth.” Source: RevenueBase Database · checked Sep 22, 2026
15	Pathstone	Partial evidence	Englewood, NJ, United StatesHQ checked Sep 22, 2026	501-1,000	692 contacts →
	Partial evidence “Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions.” Source: RevenueBase Database · checked Sep 22, 2026
16	Moneta	Partial evidence	Clayton, MO, United StatesHQ checked Sep 22, 2026	501-1,000	586 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 22, 2026
17	Louvre Banque Privée	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	501-1,000	565 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 22, 2026
18	Lido Advisors	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 22, 2026	201-500	542 contacts →
	Indirect evidence “Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide.” Source: RevenueBase Database · checked Sep 22, 2026
19	MAI Capital Management	Indirect evidence	Cleveland, OH, United StatesHQ checked Sep 22, 2026	501-1,000	520 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 22, 2026
20	Nedbank Private Wealth	Partial evidence	United KingdomHQ checked Sep 22, 2026	201-500	517 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 22, 2026
21	Nuvama Group	Partial evidence	Mumbai, IndiaHQ checked Sep 22, 2026	1,001-5,000	448 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 22, 2026
22	Progeny	Indirect evidence	Leeds, United KingdomHQ checked Sep 22, 2026	201-500	415 contacts →
	Indirect evidence “Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.” Source: RevenueBase Database · checked Sep 22, 2026
23	NBK Wealth	Partial evidence	Kuwait City, KuwaitHQ checked Sep 22, 2026	201-500	415 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 22, 2026
24	Canaccord Genuity Wealth Management Canada	Partial evidence	Toronto, ON, CanadaHQ checked Sep 22, 2026	1,001-5,000	407 contacts →
	Partial evidence “At CG Wealth Management, we take a purposefully different approach to wealth management.” Source: RevenueBase Database · checked Sep 22, 2026
25	Laplace	Indirect evidence	Paris, FranceHQ checked Sep 22, 2026	501-1,000	401 contacts →
	Indirect evidence “Laplace, une marque du groupe Crystal, référence du conseil en gestion privée depuis plus de 30 ans.” Source: RevenueBase Database · checked Sep 22, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth transfer specialists. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names wealth transfer specialists.
Partial evidence: Its own public description names part of wealth transfer specialists, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth transfer specialists. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 8,328 wealth transfer specialists worldwide

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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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among wealth transfer specialists, 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 transfer specialists are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “wealth transfer specialists”. 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 transfer specialists), 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 transfer specialists, 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, 53,298 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 22, 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 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 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 transfer specialists, 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 transfer specialists are there worldwide?

RevenueBase identified 8,328 wealth transfer specialists 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 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 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 53,298 verified decision-maker contacts tracked across these 8,328 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 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 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.