Company lists · Data refreshed September 2026
Top 25 Digital portfolio advisors based in Hong Kong
RevenueBase identified 103 digital portfolio advisors headquartered in Hong Kong as of September 2026 and tracks 1,253 professional contacts across them, including 309 with verified work emails. Hong Kong is the largest hub.
This list covers digital portfolio advisors headquartered in Hong Kong, 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 19, 2026.
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.
The 25 largest digital portfolio advisors based in Hong Kong
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 142 contacts → | ||||
Partial evidence “Established since AMG is one of the leading providers of wealth management and financial advisory services in the Region, backed by a group of senior executives with demonstrated…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 97 contacts → | ||||
Partial evidence “OSL Group (formerly BC Technology Group) is at the forefront of the digital asset industry, striving for excellence in providing innovative solutions for institutions…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 94 contacts → | ||||
Indirect evidence “Established in 2008, China Asset Management (Hong Kong) Limited ("ChinaAMC (HK)") is a leading Chinese asset manager in Hong Kong.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 77 contacts → | ||||
Indirect evidence “Anchored in Hong Kong, Eddid Financial is an all-encompassing financial group centered around fintech and dedicated to integrating latest technologies into its enterprise DNA.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 66 contacts → | ||||
Partial evidence “Quantifeed is a global leader in digital wealth and investment management technology.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 42 contacts → | ||||
Partial evidence “Sinohope Technology Holdings Limited (“SINOHOPE”, Stock Code: 1611.HK) is a leading one-stop digital asset service platform.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 33 contacts → | ||||
Indirect evidence “Platinum Financial Services Limited (PFS) was formed by a group of successful and experienced Financial Planners who’s business objective is to create and maintain wealth for…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 30 contacts → | ||||
Partial evidence “VDX is creating a world-leading digital asset platform, committed to bringing reliable, safe and fair services to global investors and financial institutions.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 29 contacts → | ||||
Partial evidence “Alētheia Capital has built Asia’s #1 & First Full scale and Largest Independent Investment Advisory Firm through organic growth as well as (three) acquisitions.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 18 contacts → | ||||
Indirect evidence “BC Capital is a comprehensive asset management group specializing in asset management, wealth management, and investment banking.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 15 contacts → | ||||
Partial evidence “Satori Research is a digital assets trading firm providing a wide range of services to clients looking to allocate capital into digital assets.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 12 contacts → | ||||
Partial evidence “Since its conceptualization in 2005, finexis advisory has grown to become one of the largest independently-owned financial advisory firms in Singapore.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 12 contacts → | ||||
Indirect evidence “BLS Capital was founded by a group of highly experienced investment professionals from renowned financial institutions in Asia.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 11 contacts → | ||||
Partial evidence “IDEG is a digital asset-only asset management group of companies.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 11 contacts → | ||||
Indirect evidence “About Us CLC is a Hong Kong-based investment & financial service firm managing multiple strategies worldwide.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 9 contacts → | ||||
Partial evidence “Tykhe Capital Group Limited (“Tykhe”, the Group) carries the mission to shape the digital finance landscape with tokenized assets through Web3 technology.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 8 contacts → | ||||
Indirect evidence “ForthTech entered the crypto market in 2017 and has been a pioneer in quantitative trading.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 7 contacts → | ||||
Partial evidence “Syntax Capital is a multi-strategy digital asset investment firm focused on liquid strategies & early-stage venture investment.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 6 contacts → | ||||
Indirect evidence “Fides Capital Group Limited (former name: Fides Asset Management Limited) is licensed by the Securities and Futures Commission in Hong Kong for type 1 (Dealing in Securities)…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 6 contacts → | ||||
Strong evidence “The Group’s key scope of business is wealth management which covers advisory services, discretionary portfolio management and funds.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 5 contacts → | ||||
Partial evidence “Coinbag helps clients, particularly institutions, create, manage and de-risk their digital assets by connecting them to multiple licensed custodians and self-managed, on-chain…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 5 contacts → | ||||
Partial evidence “Helping businesses and individuals build, participate and prosper in the expanding digital economy.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 4 contacts → | ||||
Indirect evidence “BTL Asset Management: Expanding Possibilities through Innovation since 2015 BTL offers comprehensive investment solutions for high-net-worth, family office and institutional…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Indirect evidence “Axion Global Asset Management (AGAM) is an investment management company.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Indirect evidence “Started as a group of developers on Ethereum, we have grown to become Asia’s leading integrated solutions provider of blockchain financial services.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
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: digital portfolio advisors. 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 digital portfolio advisors.
- Partial evidence
- Its own public description names part of digital portfolio advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name digital portfolio advisors. 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 103 digital portfolio advisors based in Hong Kong
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Digital portfolio advisors based in Hong Kong at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Hong Kong, so it is reported there. Company counts and contact totals on this page are exact for Hong Kong, over 103 companies.
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 digital portfolio advisors, 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.
- What qualifies
- Companies headquartered in Hong Kong whose own description of what they do matches “digital portfolio advisors”. 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 digital portfolio advisors), 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 digital portfolio advisors, and records with no verified work email. Companies headquartered outside Hong Kong are excluded even when they keep an office there.
- 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, 309 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 19, 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.
Digital portfolio advisors by metro
- Digital portfolio advisors in Hong Kong61
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 digital portfolio advisors, 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 digital portfolio advisors are there based in Hong Kong?
RevenueBase identified 103 digital portfolio advisors headquartered in Hong Kong 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?
AMG Financial Group, headquartered in Kong, tops this list with the largest team on record.
Which city has the most digital portfolio advisors?
Hong Kong leads with 61 headquartered companies, followed by Hong (10) and Kong (3).
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 309 verified decision-maker contacts tracked across these 103 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 19, 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.
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