Company lists · Data refreshed September 2026
Top 25 Embedded wealth management platforms based in Sweden
RevenueBase identified 35 embedded wealth management platforms headquartered in Sweden as of September 2026 and tracks 419 professional contacts across them, including 268 with verified work emails. Stockholm is the largest hub.
This list covers embedded wealth management platforms headquartered in Sweden, 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 25 largest embedded wealth management platforms based in Sweden
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 88 contacts → | ||||
Indirect evidence “Our investment philosophy starts with you.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 44 contacts → | ||||
Partial evidence “ROYC is a leading B2B financial technology company that provides a complete private markets operating system, empowering private equity firms, banks, wealth managers, and…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 36 contacts → | ||||
Indirect evidence “Our customers Folksam, PTK and Söderberg & Partners use Consilio!” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 33 contacts → | ||||
Partial evidence “JRS Asset Managements verksamhet handlar om att förvalta kundens tillgångar professionellt utifrån dennes specifika behov och leverera avkastning som ligger i linje med eller…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 24 contacts → | ||||
Indirect evidence “Vi erbjuder kvalificerad kapitalförvaltning och personlig rådgivning till privatpersoner, företag och institutioner.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 21 contacts → | ||||
Indirect evidence “Dahlgren Capital is a Sweden- and Luxembourg-based investment firm, but it was Sweden that shaped us and we carry that origin in everything we do.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 19 contacts → | ||||
Partial evidence “Limina's investment management software helps everyone on your team from portfolio managers to investment operations save valuable time with smooth workflows & smart automation.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 13 contacts → | ||||
Indirect evidence “Ericsson & Partners är en fristående förmögenhetsförvaltare med lång erfarenhet av framgångsrik förvaltning åt företag och privatpersoner.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 13 contacts → | ||||
Strong evidence “Our platform, KidbrookeONE, provides a unified fabric; helping banks, insurers, and wealth managers build new digital journeys quickly, transparently, and at scale.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 11 contacts → | ||||
Indirect evidence “Vår affärsidé är att bedriva en aktiv och riskkontrollerad förmögenhetsförvaltning och våra investeringsbeslut bygger på egen analys.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 11 contacts → | ||||
Partial evidence “The modern private banking experience powered by AI - Track, optimize and grow your net worth in one platform.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 9 contacts → | ||||
Partial evidence “Sedan 2018 har Citroneer Wealth Advisors revolutionerat kapitalförvaltning och investeringsrådgivning med vår adaptiva och forskningsbaserade ansats.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 9 contacts → | ||||
Strong evidence “Peak Asset Management is a partner-owned boutique wealth management firm in Stockholm, Sweden where the company's owners co-invest with its customers.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 8 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 7 contacts → | ||||
Indirect evidence “Metafore är ett modernt och heltäckande system för finansiell rådgivning, försäkringsförmedling och kapitalförvaltning.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 7 contacts → | ||||
Partial evidence “Fondab provides IT infrastructure for automated fund trading, payment flows and custody management.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 7 contacts → | ||||
Partial evidence “Njorda provides institutional portfolio infrastructure for family offices and wealth managers.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 7 contacts → | ||||
Strong evidence “Med en övertygelse om att marknaden för Wealth Management behöver förändras och att vägen framåt är en modell som kombinerar styrkan i personlig rådgivning med moderna digitala…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 7 contacts → | ||||
Strong evidence “Sharpfin develops the next generation of Wealth Management Software, helping you as a wealth manager, risk manager or financial advisor to focus more on your core business and at…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 6 contacts → | ||||
Indirect evidence “Inveztly cloud-based software offers modular and scalable advanced technological solutions, that aims to empower investors by providing them with the best tools to invest into the…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 5 contacts → | ||||
Indirect evidence “Förmögenhetsrådgivning för dig som värderar resultat, transparens och personlig service.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 contacts → | ||||
Indirect evidence “Bäcke & Timerdal är en privatägd förmögenhetsförvaltare som arbetar aktivt med kvalificerad finansiell planering och kapitalförvaltning med nära och långsiktiga kundrelationer.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Indirect evidence “Rosenberg Hjorth Kapitalförvaltning är ett rådgivningsföretag som aktivt arbetar med förmögenhetsförvaltning riktad mot företag och privatpersoner.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Strong evidence “Delivery AI for investment platforms to personalize the everyday financial news and content experiences in exchange for better wealth and data.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Partial evidence “Effektiv Förmögenhetsförvaltning helps private and institutional clients to build and protect capital by providing completely independent, fee-only investment advice and wealth…” 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 25 of 35 embedded wealth management platforms based in Sweden
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Embedded wealth management platforms based in Sweden at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Sweden, so it is reported there. Company counts and contact totals on this page are exact for Sweden, over 35 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 Sweden 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 Sweden 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, 268 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.
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 Sweden?
RevenueBase identified 35 embedded wealth management platforms headquartered in Sweden 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?
Formue Sverige, headquartered in Goteborg Malmo, tops this list with the largest team on record.
Which city has the most embedded wealth management platforms?
Stockholm leads with 22 headquartered companies, followed by Goteborg (3) and Malmo (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 268 verified decision-maker contacts tracked across these 35 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.
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