Company lists · Data refreshed September 2026

Top 25 Women owned financial consulting firms worldwide

Name: Women owned financial consulting firms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 10,983 companies tracked

RevenueBase identified 10,983 women owned financial consulting firms worldwide as of September 2026 and tracks 84,290 professional contacts across them, including 29,470 with verified work emails. The United States is the largest market and London the largest hub.

This list covers women owned financial consulting firms 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 29, 2026. Country and city lists for women owned financial consulting firms 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 29, 2026 86% judged on-target in blind review

10,983Companies

84,290Contacts tracked

29,470Verified emails

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The 25 largest women owned financial consulting firms worldwide

Ranked by team size

Top 25 of 10,983 women owned financial consulting firms worldwide, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to women owned financial consulting firms: 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	IG Wealth Management	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 29, 2026	5,001-10,000	6,589 contacts →
	Partial evidence “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Source: RevenueBase Database · checked Sep 29, 2026
2	UFF	Indirect evidence	Bois-colombes, FranceHQ checked Sep 29, 2026	501-1,000	2,390 contacts →
	Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 29, 2026
3	TAX & Financial Group	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 29, 2026	n/a	810 contacts →
	Partial evidence “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Source: RevenueBase Database · checked Sep 29, 2026
4	Hilltop Securities INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 29, 2026	501-1,000	785 contacts →
	Partial evidence “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Source: RevenueBase Database · checked Sep 29, 2026
5	Blue3 Investimentos	Indirect evidence	Ribeirão Preto, BrazilHQ checked Sep 29, 2026	501-1,000	591 contacts →
	Indirect evidence “Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Source: RevenueBase Database · checked Sep 29, 2026
6	Chase DE Vere	Indirect evidence	London, United KingdomHQ checked Sep 29, 2026	201-500	589 contacts →
	Indirect evidence “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Source: RevenueBase Database · checked Sep 29, 2026
7	Portfel Consultoria Financeira	Indirect evidence	Barueri, BrazilHQ checked Sep 29, 2026	201-500	581 contacts →
	Indirect evidence “A Portfel atua como consultoria financeira com consultores registrados na CVM, impedindo que haja conflito de interesses na prestação de serviços.” Source: RevenueBase Database · checked Sep 29, 2026
8	Hightower Advisors	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	1,001-5,000	575 contacts →
	Partial evidence “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Source: RevenueBase Database · checked Sep 29, 2026
9	EP Wealth Advisors	Partial evidence	Torrance, CA, United StatesHQ checked Sep 29, 2026	501-1,000	573 contacts →
	Partial evidence “EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Source: RevenueBase Database · checked Sep 29, 2026
10	Benjamin F. Edwards	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 29, 2026	501-1,000	520 contacts →
	Indirect evidence “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Source: RevenueBase Database · checked Sep 29, 2026
11	Baystate Financial	Partial evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	501-1,000	506 contacts →
	Partial evidence “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Source: RevenueBase Database · checked Sep 29, 2026
12	Financial Alliance PTE LTD	Partial evidence	SingaporeHQ checked Sep 29, 2026	201-500	453 contacts →
	Partial evidence “Driven by values and powered by people, Financial Alliance is Singapore's leading and award-winning Financial Advisory Firm.” Source: RevenueBase Database · checked Sep 29, 2026
13	Davenport & Company LLC	Strong evidence	Richmond, VA, United StatesHQ checked Sep 29, 2026	501-1,000	446 contacts →
	Strong evidence “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Source: RevenueBase Database · checked Sep 29, 2026
14	Raymond James & Associates, INC	Partial evidence	St. Petersburg, FL, United StatesHQ checked Sep 29, 2026	10001+	404 contacts →
	Partial evidence “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Source: RevenueBase Database · checked Sep 29, 2026
15	Attooh	Indirect evidence	Faerie Glen, South AfricaHQ checked Sep 29, 2026	501-1,000	403 contacts →
	Indirect evidence “At attooh!” Source: RevenueBase Database · checked Sep 29, 2026
16	Sequoia Financial Group	Partial evidence	Akron, OH, United StatesHQ checked Sep 29, 2026	201-500	388 contacts →
	Partial evidence “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Source: RevenueBase Database · checked Sep 29, 2026
17	Creative Financial Group	Indirect evidence	Newtown Square, PA, United StatesHQ checked Sep 29, 2026	201-500	379 contacts →
	Indirect evidence “CREATIVE was founded in 1976, when the firm’s founding partners recognized that entrepreneurs, business owners, individuals and their families, and multi-generational family…” Source: RevenueBase Database · checked Sep 29, 2026
18	North Star Resource Group	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	201-500	375 contacts →
	Partial evidence “North Star Resource Group is a Minneapolis-based financial services firm that provides individuals and businesses with the resources to help create, preserve, and protect their…” Source: RevenueBase Database · checked Sep 29, 2026
19	Prime Capital Financial	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 29, 2026	201-500	345 contacts →
	Partial evidence “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Source: RevenueBase Database · checked Sep 29, 2026
20	Alex. Brown	Indirect evidence	New York, NY, United StatesHQ checked Sep 29, 2026	501-1,000	330 contacts →
	Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 29, 2026
21	Lenox Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 29, 2026	201-500	323 contacts →
	Partial evidence “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Source: RevenueBase Database · checked Sep 29, 2026
22	49 Financial	Partial evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	51-200	306 contacts →
	Partial evidence “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Source: RevenueBase Database · checked Sep 29, 2026
23	Tristate Financial Advisors	Partial evidence	Philadelphia, PA, United StatesHQ checked Sep 29, 2026	201-500	306 contacts →
	Partial evidence “At Tristate Financial Advisors, we have customized our services to specifically fit the financial needs of Tristate residents.” Source: RevenueBase Database · checked Sep 29, 2026
24	Wiser BTG Pactual	Indirect evidence	Campinas, BrazilHQ checked Sep 29, 2026	201-500	265 contacts →
	Indirect evidence “Desde 2009, a Wiser, escritório do BTG Pactual, tem como missão gerar valor para seus clientes com segurança, conhecimento e foco, pilares que fazem parte do nosso DNA Nosso…” Source: RevenueBase Database · checked Sep 29, 2026
25	PKF Octagon	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 29, 2026	201-500	256 contacts →
	Indirect evidence “At PKF Octagon we believe that our job is to support your future, the future of your business and personal wealth.” Source: RevenueBase Database · checked Sep 29, 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: women owned financial consulting firms. 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 women owned financial consulting firms.
Partial evidence: Its own public description names part of women owned financial consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name women owned financial consulting firms. 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 10,983 women owned financial consulting firms worldwide

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Women owned financial consulting firms worldwide at a glance

As of Sep 29, 2026

35.0%Verified-email coverage

7.7Average contacts per company

1-10Median size (employees)

1.3%Largest-city concentration · London

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

8,256

11-50

2,226

51-200

343

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 women owned financial consulting firms, 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 women owned financial consulting firms are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “women owned financial consulting firms”. 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 women owned financial consulting firms), 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 women owned financial consulting firms, 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, 29,470 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 29, 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.

Women owned financial consulting firms by location

50 lists · largest first

Every Women owned financial consulting 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 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 women owned financial consulting firms, 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 women owned financial consulting firms are there worldwide?

RevenueBase identified 10,983 women owned financial consulting firms 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?

IG Wealth Management, headquartered in Winnipeg, tops this list with the largest team on record.

Which country has the most women owned financial consulting firms?

The United States leads with 5,170 companies, followed by the United Kingdom (652) and Australia (570). Every women owned financial consulting firms list by country and city is linked on this page.

Which city has the most women owned financial consulting firms?

London leads with 139 headquartered companies, followed by New York (125) and Sao Paulo (106).

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 29,470 verified decision-maker contacts tracked across these 10,983 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 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 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.