Company lists · Data refreshed September 2026

Top 25 Embedded wealth management platforms based in Hong Kong

RevenueBase identified 127 company matches for embedded wealth management platforms associated with Hong Kong as of September 2026 and tracks 2,015 professional contacts across them, including 414 with verified work emails. Hong Kong is the largest hub.

This list covers company matches for embedded wealth management platforms associated with Hong Kong, 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 28, 2026.

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 28, 2026 How this list was built
127Companies
2,015Contacts tracked
414Verified emails
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The 25 largest embedded wealth management platforms based in Hong Kong

Ranked by team size
Top 25 of 127 company matches for embedded wealth management platforms based in Hong Kong, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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 matchHong KongHQ recorded Sep 28, 20261,001-5,000282 contacts →

Exact match

“Futu Holdings Limited ("Futu")(Nasdaq: FUTU) is an advanced technology company transforming the investing experience by offering a fully digitized brokerage and wealth management…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2Exact matchHong KongHQ recorded Sep 28, 202651-200147 contacts →

Exact match

“Privé Technologies is a leading B2B Software as a Service (SaaS) provider, helping financial institutions digitize their wealth management offerings using our modular platform.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact match38/f, Hong KongHQ recorded Sep 28, 20261,001-5,000142 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchKowloon Bay, Hong KongHQ recorded Sep 28, 2026201-50072 contacts →

Exact match

“CASH Financial Services Group (“CFSG”, SEHK: 510) is a leading financial services conglomerate established in Hong Kong in 1972.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchWan Chai, Hong KongHQ recorded Sep 28, 202651-20066 contacts →

Exact match

“Quantifeed is a global leader in digital wealth and investment management technology.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchKowloon, Hong KongHQ recorded Sep 28, 202651-20052 contacts →

Exact match

“Axisoft is a Top-Notch Financial Technology Provider in Singapore, Hong Kong and China.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchIsland East, Hong KongHQ recorded Sep 28, 202651-20034 contacts →

Exact match

“Athena Best Financial Group (“Athena Best”) always puts the best interests of its clients and business partners first.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchHong KongHQ recorded Sep 28, 202611-5033 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchKong, Hong KongHQ recorded Sep 28, 202651-20031 contacts →

Exact match

“We are a comprehensive financial services institution that aspires to enhance applications in Finance through the use of Technology (“Technology in Finance” or “TechFin”).”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchHong KongHQ recorded Sep 28, 202651-20027 contacts →

Exact match

“EVIDENT is an SFC-licensed investment platform building essential infrastructure for the future of private market investing.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchHong KongHQ recorded Sep 28, 2026501-1,00027 contacts →

Exact match

“CITIC Securities Brokerage (HK) Limited (CSB) is the international wealth management and retail broking arm of CITIC Securities.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchHong KongHQ recorded Sep 28, 202611-5024 contacts →

Exact match

“Rockpool is a boutique integrated wealth management firm that combines a unique depth of investment experience with a tailored service, focused on maximizing value and achieving…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchHong KongHQ recorded Sep 28, 202651-20022 contacts →

Exact match

“WealthRyse offers an AI "co-pilot" to enable wealth advisors and asset managers to deliver "made-to-order" portfolios on demand for their end clients.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchHong KongHQ recorded Sep 28, 202611-5021 contacts →

Exact match

“Infinity Asset Management is a Hong Kong-based asset management and wealth planning firm serving institutional investors, single family offices, and high-net-worth clients.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact matchHong KongHQ recorded Sep 28, 202651-20018 contacts →

Exact match

“BC Capital is a comprehensive asset management group specializing in asset management, wealth management, and investment banking.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact match香港, Hong KongHQ recorded Sep 28, 202651-20018 contacts →

Exact match

“Hansui Capital dedicated in providing wealth investment advisory service to High-Net-Worth Individuals (HNWI) in Greater China region.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchHong KongHQ recorded Sep 28, 2026201-50018 contacts →

Exact match

“Centaline Financial Group” sticks to the principle of “We Build Wealth With You”, pursues to do its best to serve customers with “One-Stop” wealth management services and…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchHong KongHQ recorded Sep 28, 2026201-50018 contacts →

Exact match

“LUKFOOK FINANCIAL SERVICES LIMITED (“LUKFOOK FINANCIAL" or "the Group”) is a licensed trademark user of Luk Fook Holdings Company Limited, which is a subsidiary of Luk Fook…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchHong KongHQ recorded Sep 28, 202651-20017 contacts →

Exact match

“EasyView is a leading financial technology company specializing in delivering advanced digital solutions to external asset managers/multi-family offices, private banks, securities…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchHong KongHQ recorded Sep 28, 202611-5012 contacts →

Exact match

“We are an independent wealth advisory firm that leverages our experience and extensive relationships in the banking and investment sectors to meet the long term customized needs…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21Exact matchKowloon, Hong KongHQ recorded Sep 28, 202611-5012 contacts →

Exact match

“Since its conceptualization in 2005, finexis advisory has grown to become one of the largest independently-owned financial advisory firms in Singapore.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchHong KongHQ recorded Sep 28, 202611-5012 contacts →

Exact match

“BLS Capital was founded by a group of highly experienced investment professionals from renowned financial institutions in Asia.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23Exact matchHong KongHQ recorded Sep 28, 202611-5012 contacts →

Exact match

“Isola Capital Group is an asset management platform founded by a group of shareholder families from Asia and Europe with a well-established history of preserving and generating…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24Exact matchCentral, Hong KongHQ recorded Sep 28, 202611-5010 contacts →

Exact match

“Belvest was originally established in Hong Kong in 1989.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25Exact matchHong KongHQ recorded Sep 28, 202611-509 contacts →

Exact match

“Tykhe Capital Group Limited (“Tykhe”, the Group) carries the mission to shape the digital finance landscape with tokenized assets through Web3 technology.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 25 of 127 embedded wealth management platforms based in Hong Kong

See the full list, filter by size, metro and specialty, and access 414 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Embedded wealth management platforms based in Hong Kong at a glance

As of Sep 28, 2026
20.5%Verified-email coverage
15.9Average contacts per company
11-50Median size (employees)
56.7%Largest-city concentration · Hong Kong
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
36
11-50
49
51-200
25
201-500
8
501-1,000
5
1,001-5,000
4

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 127 companies.

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.
What qualifies
Company records associated with Hong Kong whose business descriptions match “embedded wealth management platforms” 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. Where headquarters information is recorded, preview rows are also filtered to this page’s location. 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 414 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 28, 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.

Embedded wealth management platforms by metro

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 “embedded wealth management platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many embedded wealth management platforms are there based in Hong Kong?

RevenueBase identified 127 company matches for embedded wealth management platforms associated with Hong Kong 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?

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

Which city has the most embedded wealth management platforms?

Hong Kong leads with 72 company records, followed by Kowloon (11) and Hong (10).

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 414 professional contacts with verified work emails tracked across these 127 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 28, 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.