Company lists · Data refreshed September 2026
Top 22 Embedded wealth management platforms based in Luxembourg
RevenueBase identified 43 embedded wealth management platforms headquartered in Luxembourg as of September 2026 and tracks 578 professional contacts across them, including 262 with verified work emails. Luxembourg is the largest hub.
This list covers embedded wealth management platforms headquartered in Luxembourg, 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.
The 22 largest embedded wealth management platforms based in Luxembourg
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 81 contacts → | ||||
Strong evidence “Pure Capital is an independent, Luxembourg-based asset and wealth management firm, fully regulated by the CSSF.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 72 contacts → | ||||
Indirect evidence “Swissquote Bank Europe is the Luxembourg bank of the Swissquote Group, listed on the Swiss stock exchange (SIX: SQN).” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 45 contacts → | ||||
Indirect evidence “investify TECH ist eine Marke der investify S.A.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 34 contacts → | ||||
Partial evidence “Finantix is now the Private Banking Division of InvestCloud, serving both Private Banks and Wealth Managers.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 33 contacts → | ||||
Strong evidence “Delen Private Bank is a family-run wealth management firm specialized in asset management.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 28 contacts → | ||||
Strong evidence “The Hokus Platform is an innovative wealthtech, a reference, designed specifically for the wealth management industry.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 20 contacts → | ||||
Strong evidence “Hubfinance is a curated network for senior wealth and asset management decision-makers.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 17 contacts → | ||||
Indirect evidence “Our Core We are a group of financial advisers, with a mutual background from big banks, and with a shared passion for a client focused business model, without ties to any…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 15 contacts → | ||||
Strong evidence “Estating is the first Fintech platform purpose-built to embed curated real estate opportunities into wealth management portfolios, bankable, compliant, and advisor-led.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 15 contacts → | ||||
Strong evidence “Createrra Finance's vocation is to provide private clientele with full-service, completely independent wealth management.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 14 contacts → | ||||
Indirect evidence “YOURS is a team of independent and trusted advisors of choice for families and businesses, with a focus on Ultra High Net Worth Individuals (UHNWI’s) and family business owners…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 14 contacts → | ||||
Indirect evidence “ALPHA PATRIMOINE S.A, en tant que société de Gestion de Fortune luxembourgeoise indépendante de toute institution financière, vous propose- Stratégies de gestion personnalisées…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 13 contacts → | ||||
Partial evidence “At Orea Capital, we view your wealth as more than just a number – it's the fruit of your labor and the gateway to your dreams.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 9 contacts → | ||||
Partial evidence “Spirit Asset Management est une société de gestion de fortune régulée par la Commission de Surveillance du Secteur Financier (CSSF) du Grand-Duché de Luxembourg.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 9 contacts → | ||||
Partial evidence “Generating momentum for your wealth” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 8 contacts → | ||||
Strong evidence “EXPERIENCE For more than 30 years, Privalux Management successfully accompanies its private clients in the management of their wealth.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 6 contacts → | ||||
Indirect evidence “Société de courtage indépendante installée à Luxembourg depuis 2007, Patrimoine Consult S.A.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 6 contacts → | ||||
Indirect evidence “Birdee is the socially responsible investment solution making investing accessible to everyone at the lowest price possible.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 contacts → | ||||
Indirect evidence “InvestSet is a fintech based in Luxemburgo that offers state-of-art technology to customers from all the financial ecosystem.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 5 contacts → | ||||
Strong evidence “e-lma is a Luxembourg-based fund administration and investment management software platform built for asset managers, fund administrators, ManCos, and family offices.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 5 contacts → | ||||
Strong evidence “Solfia offers the wealth management and life insurance industries added value solutions covering the whole value chain from infrastructure hosting to data migration…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 contacts → | ||||
Indirect evidence “you live.” Source: RevenueBase Database · checked Sep 28, 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: 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 22 of 43 embedded wealth management platforms based in Luxembourg
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Embedded wealth management platforms based in Luxembourg at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Luxembourg, so it is reported there. Company counts and contact totals on this page are exact for Luxembourg, over 43 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 Luxembourg 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 Luxembourg 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, 262 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
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 Luxembourg?
RevenueBase identified 43 embedded wealth management platforms headquartered in Luxembourg 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?
Pure Capital Independent Asset Management, headquartered in Windhof, tops this list with the largest team on record.
Which city has the most embedded wealth management platforms?
Luxembourg leads with 30 headquartered companies, followed by Capellen (3) and Luxembourg City (2).
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 262 verified decision-maker contacts tracked across these 43 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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Embedded wealth management platforms by geography
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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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