Company lists · Data refreshed November 2026

Top 25 Wealthtech companies worldwide

RevenueBase identified 4,865 company matches for wealthtech companies worldwide as of November 2026 and tracks 343,805 professional contacts across them, including 119,140 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for wealthtech companies 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 wealthtech companies 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
4,865Companies
343,805Contacts tracked
119,140Verified emails
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The 25 largest wealthtech companies worldwide

Ranked by team size
Top 25 of 4,865 company matches for wealthtech companies 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchJacksonville, FL, United StatesHQ recorded Nov 6, 202610001+41,848 contacts →

Exact match

“Unlocking financial technology.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchLondon, United KingdomHQ recorded Nov 6, 202610001+19,814 contacts →

Exact match

“People deserve more from their money.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchSan Diego, CA, United StatesHQ recorded Nov 6, 20265,001-10,00014,339 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 · Nov 6, 2026 · View company records in RevenueBase
4Exact matchBengaluru East, IndiaHQ recorded Nov 6, 20265,001-10,00013,714 contacts →

Exact match

“At PhonePe, we are building the future of digital finance in India.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchSão Paulo, CA, BrazilHQ recorded Nov 6, 20265,001-10,00011,439 contacts →

Exact match

“Nu is one of the largest digital financial services platforms in the world, serving 135 million customers across Brazil, Mexico, and Colombia.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchMumbai, IndiaHQ recorded Nov 6, 20261,001-5,0008,559 contacts →

Exact match

“For three decades, Angel One has been making investing and wealth creation more accessible and engaging for Indians.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchChennai, IndiaHQ recorded Nov 6, 20265,001-10,0008,239 contacts →

Exact match

“Intellect Design Arena Ltd is a global leader in enterprise-grade financial technology, delivering composable and intelligent solutions to forward-looking financial institutions…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchAmsterdam, NetherlandsHQ recorded Nov 6, 20261,001-5,0005,636 contacts →

Exact match

“Adyen (AMS: ADYEN) is the financial technology platform of choice for leading companies.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchLondon, United KingdomHQ recorded Nov 6, 20265,001-10,0005,361 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
10Exact matchMilan, ItalyHQ recorded Nov 6, 20261,001-5,0004,332 contacts →

Exact match

“FinecoBank is one of the most important FinTech banks in Europe.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchGrand Rapids, MI, United StatesHQ recorded Nov 6, 202610001+3,985 contacts →

Exact match

“As a global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the solutions to grow boldly forward.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchCopenhagen, DenmarkHQ recorded Nov 6, 20261,001-5,0003,643 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 · Nov 6, 2026 · View company records in RevenueBase
13Exact matchBerwyn, PA, United StatesHQ recorded Nov 6, 20261,001-5,0002,921 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 · Nov 6, 2026 · View company records in RevenueBase
14Exact matchNew York, United StatesHQ recorded Nov 6, 20261,001-5,0002,911 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
15Exact matchLondon, United KingdomHQ recorded Nov 6, 20261,001-5,0002,471 contacts →

Exact match

“The future gets built here.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchNew York, NY, United StatesHQ recorded Nov 6, 20261,001-5,0002,426 contacts →

Exact match

“Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchBaden-baden, GermanyHQ recorded Nov 6, 20265,001-10,0002,245 contacts →

Exact match

“Riverty is a FinTech company that offers a new perspective on financial solutions.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchZürich, SwitzerlandHQ recorded Nov 6, 20261,001-5,0002,215 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
19Exact matchLondon, United KingdomHQ recorded Nov 6, 20261,001-5,0002,025 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 · Nov 6, 2026 · View company records in RevenueBase
20Exact matchJohns Creek, GA, United StatesHQ recorded Nov 6, 20265,001-10,0001,547 contacts →

Exact match

“Ebix operates AI-driven, API-first digital marketplaces that power commerce across multiple industries worldwide.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchMumbai, IndiaHQ recorded Nov 6, 2026501-1,0001,544 contacts →

Exact match

“Kissht, a consumer-first credit app is transforming consumer credit!”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchMelbourne, United StatesHQ recorded Nov 6, 20261,001-5,0001,491 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchGurgaon, IndiaHQ recorded Nov 6, 2026501-1,0001,476 contacts →

Exact match

“MobiKwik is India's leading FinTech platform, offering a wide range of financial products for both consumers and merchants, including payments, digital credit, and investments.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchNew York, IL, United StatesHQ recorded Nov 6, 20261,001-5,0001,465 contacts →

Exact match

“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchSan Francisco, United StatesHQ recorded Nov 6, 20261,001-5,0001,450 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

Showing 25 of 4,865 wealthtech companies worldwide

See the full list, filter by size, metro and specialty, and access 119,140 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealthtech companies worldwide at a glance

As of Nov 6, 2026
34.7%Verified-email coverage
70.7Average contacts per company
11-50Median size (employees)
4.7%Largest-city concentration · London
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
1,793
11-50
1,855
51-200
783
201-500
200
501-1,000
106
1,001-5,000
76
5,001-10,000
21
10001+
24

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 wealthtech companies are linked below.
What qualifies
Company records worldwide whose business descriptions match “wealthtech companies” 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 119,140 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.

Wealthtech companies by location

48 lists · largest first

Every Wealthtech companies 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 “wealthtech companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealthtech companies are there worldwide?

RevenueBase identified 4,865 company matches for wealthtech companies 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?

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

Which country has the most wealthtech companies?

The United States leads with 769 companies, followed by India (655) and the United Kingdom (347). Every wealthtech companies list by country and city is linked on this page.

Which city has the most wealthtech companies?

London leads with 231 company records, followed by New York (122) and Singapore (112).

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 119,140 professional contacts with verified work emails tracked across these 4,865 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.

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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.