Company lists · Data refreshed September 2026

Top 25 Embedded wealth management platforms based in Hong Kong

Name: Embedded wealth management platforms based in Hong Kong
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 127 companies tracked

RevenueBase identified 127 embedded wealth management platforms headquartered in 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 embedded wealth management platforms 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 28, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

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 embedded wealth management platforms based in Hong Kong, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to embedded wealth management platforms: 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	Futu Securities	Strong evidence	Hong KongHQ checked Sep 28, 2026	1,001-5,000	282 contacts →
	Strong evidence “Futu Holdings Limited ("Futu")(Nasdaq: FUTU) is an advanced technology company transforming the investing experience by offering a fully digitized brokerage and wealth management…” Source: RevenueBase Database · checked Sep 28, 2026
2	Privé Technologies	Strong evidence	Hong KongHQ checked Sep 28, 2026	51-200	147 contacts →
	Strong evidence “Privé Technologies is a leading B2B Software as a Service (SaaS) provider, helping financial institutions digitize their wealth management offerings using our modular platform.” Source: RevenueBase Database · checked Sep 28, 2026
3	AMG Financial Group	Strong evidence	38/f, Hong KongHQ checked Sep 28, 2026	1,001-5,000	142 contacts →
	Strong 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 28, 2026
4	Cash Financial Services Group Limited	Indirect evidence	Kowloon Bay, Hong KongHQ checked Sep 28, 2026	201-500	72 contacts →
	Indirect evidence “CASH Financial Services Group (“CFSG”, SEHK: 510) is a leading financial services conglomerate established in Hong Kong in 1972.” Source: RevenueBase Database · checked Sep 28, 2026
5	Quantifeed	Strong evidence	Wan Chai, Hong KongHQ checked Sep 28, 2026	51-200	66 contacts →
	Strong evidence “Quantifeed is a global leader in digital wealth and investment management technology.” Source: RevenueBase Database · checked Sep 28, 2026
6	Axisoft	Indirect evidence	Kowloon, Hong KongHQ checked Sep 28, 2026	51-200	52 contacts →
	Indirect evidence “Axisoft is a Top-Notch Financial Technology Provider in Singapore, Hong Kong and China.” Source: RevenueBase Database · checked Sep 28, 2026
7	Athena Best Financial Group	Indirect evidence	Island East, Hong KongHQ checked Sep 28, 2026	51-200	34 contacts →
	Indirect evidence “Athena Best Financial Group (“Athena Best”) always puts the best interests of its clients and business partners first.” Source: RevenueBase Database · checked Sep 28, 2026
8	Platinum Financial Services	Partial evidence	Hong KongHQ checked Sep 28, 2026	11-50	33 contacts →
	Partial 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 28, 2026
9	Arta Techfin Corporation Limited	Indirect evidence	Kong, Hong KongHQ checked Sep 28, 2026	51-200	31 contacts →
	Indirect evidence “We are a comprehensive financial services institution that aspires to enhance applications in Finance through the use of Technology (“Technology in Finance” or “TechFin”).” Source: RevenueBase Database · checked Sep 28, 2026
10	Evident	Partial evidence	Hong KongHQ checked Sep 28, 2026	51-200	27 contacts →
	Partial evidence “EVIDENT is an SFC-licensed investment platform building essential infrastructure for the future of private market investing.” Source: RevenueBase Database · checked Sep 28, 2026
11	Citic Securities Brokerage HK Limited	Strong evidence	Hong KongHQ checked Sep 28, 2026	501-1,000	27 contacts →
	Strong evidence “CITIC Securities Brokerage (HK) Limited (CSB) is the international wealth management and retail broking arm of CITIC Securities.” Source: RevenueBase Database · checked Sep 28, 2026
12	Rockpool Capital Limited	Strong evidence	Hong KongHQ checked Sep 28, 2026	11-50	24 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
13	Wealthryse	Partial evidence	Hong KongHQ checked Sep 28, 2026	51-200	22 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
14	Infinity Asset Management Limited	Strong evidence	Hong KongHQ checked Sep 28, 2026	11-50	21 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
15	BC Global Asset Management Limited	Strong evidence	Hong KongHQ checked Sep 28, 2026	51-200	18 contacts →
	Strong evidence “BC Capital is a comprehensive asset management group specializing in asset management, wealth management, and investment banking.” Source: RevenueBase Database · checked Sep 28, 2026
16	Hansui Capital Company Limited	Partial evidence	香港, Hong KongHQ checked Sep 28, 2026	51-200	18 contacts →
	Partial evidence “Hansui Capital dedicated in providing wealth investment advisory service to High-Net-Worth Individuals (HNWI) in Greater China region.” Source: RevenueBase Database · checked Sep 28, 2026
17	Centaline Financial Group 中原金融	Strong evidence	Hong KongHQ checked Sep 28, 2026	201-500	18 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
18	六福金融 Lukfook Financial	Indirect evidence	Hong KongHQ checked Sep 28, 2026	201-500	18 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
19	Easyview	Indirect evidence	Hong KongHQ checked Sep 28, 2026	51-200	17 contacts →
	Indirect evidence “EasyView is a leading financial technology company specializing in delivering advanced digital solutions to external asset managers/multi-family offices, private banks, securities…” Source: RevenueBase Database · checked Sep 28, 2026
20	Alps Capital Management Limited	Partial evidence	Hong KongHQ checked Sep 28, 2026	11-50	12 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
21	Finexis Advisory HK Limited	Indirect evidence	Kowloon, Hong KongHQ checked Sep 28, 2026	11-50	12 contacts →
	Indirect 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 28, 2026
22	BLS Capital	Indirect evidence	Hong KongHQ checked Sep 28, 2026	11-50	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 28, 2026
23	Isola Capital Group	Strong evidence	Hong KongHQ checked Sep 28, 2026	11-50	12 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
24	Belvest Investment Services Limited	Indirect evidence	Central, Hong KongHQ checked Sep 28, 2026	11-50	10 contacts →
	Indirect evidence “Belvest was originally established in Hong Kong in 1989.” Source: RevenueBase Database · checked Sep 28, 2026
25	Tykhe Capital	Indirect evidence	Hong KongHQ checked Sep 28, 2026	11-50	9 contacts →
	Indirect 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 28, 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: embedded wealth management platforms. 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 embedded wealth management platforms.
Partial evidence: Its own public description names part of embedded wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name embedded wealth management platforms. 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 127 embedded wealth management platforms based in Hong Kong

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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

11-50

51-200

201-500

501-1,000

1,001-5,000

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among embedded wealth management platforms, 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 “embedded wealth management platforms”. 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 embedded wealth management platforms), 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 embedded wealth management platforms, 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, 414 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 28, 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.

Embedded wealth management platforms by metro

Embedded wealth management platforms in Hong Kong72

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 embedded wealth management platforms, 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 embedded wealth management platforms are there based in Hong Kong?

RevenueBase identified 127 embedded wealth management platforms 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?

Futu Securities, headquartered in Hong Kong, tops this list with the largest team on record.

Which city has the most embedded wealth management platforms?

Hong Kong leads with 72 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 414 verified decision-maker contacts tracked across these 127 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 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 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.