Company lists · Data refreshed November 2026

Top 12 Expat financial planning services based in Malaysia

RevenueBase identified 67 company matches for expat financial planning services associated with Malaysia as of November 2026 and tracks 979 professional contacts across them, including 172 with verified work emails. Kuala Lumpur is the largest hub.

This list covers company matches for expat financial planning services associated with Malaysia, 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 November 6, 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 Nov 6, 2026 How this list was built
67Companies
979Contacts tracked
172Verified emails
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The 12 largest expat financial planning services based in Malaysia

Ranked by team size
Top 12 of 67 company matches for expat financial planning services based in Malaysia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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 matchKuala Lumpur, MalaysiaHQ recorded Nov 6, 202651-200109 contacts →

Exact match

“Infinity Financial Solutions is a leading provider of financial services in Asia.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchKuala Lumpur, MalaysiaHQ recorded Nov 6, 202651-200100 contacts →

Exact match

“FA Advisory Sdn Bhd is licensed under the Financial Services Act 2013 by Bank Negara Malaysia to conduct the business of a financial adviser.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchKuala Lumpur, MalaysiaHQ recorded Nov 6, 202611-5047 contacts →

Exact match

“British-owned wealth management firm founded in 2009, Bluestar AMG provides independent financial planning and investment advice to expatriates across Asia and internationally…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchKuala Lumpur, MalaysiaHQ recorded Nov 6, 202611-5021 contacts →

Exact match

“Three Sixty Financial provides confident financial advice that fits the way you live and work.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchKuala Lumpur, MalaysiaHQ recorded Nov 6, 202651-20020 contacts →

Exact match

“Life is not just about the money.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchKuala Lumpar, MalaysiaHQ recorded Nov 6, 202611-508 contacts →

Exact match

“Our goal is to provide you with exceptional service and the opportunity to maximise the tax-free savings and investments you can achieve through your expat status.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchPetaling Jaya, MalaysiaHQ recorded Nov 6, 20261-107 contacts →

Exact match

“Excellentte Consultancy was founded by Alfred Sek who has 40 years of experience in the financial services industry and pioneered the financial planning industry in Malaysia…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchFederal Territory Of Labuan, MalaysiaHQ recorded Nov 6, 20261-104 contacts →

Exact match

“The HARVESTKORP Group is a boutique organisation that focuses on providing our clients with sound financial advice and tailor-made solutions to manage their wealth.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchLabuan, MalaysiaHQ recorded Nov 6, 2026201-5003 contacts →

Exact match

“We an International Financial Advisory Firm, We do worldwide education, tax, insurance,investment and retirement and pensions planning.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchPetaling Jaya, MalaysiaHQ recorded Nov 6, 202611-503 contacts →

Exact match

“Brightbeam is a financial planning company that provides comprehensive financial services to Corporates, SMEs and Individuals.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchShah Alam, MalaysiaHQ recorded Nov 6, 202611-501 contacts →

Exact match

“We are an award winning licensed Financial Planning & Advisory firm regulated by the Securities Commission and approved financial adviser by Bank Negara Malaysia.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchRasah, MalaysiaHQ recorded Nov 6, 20261-101 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 12 of 67 expat financial planning services based in Malaysia

See the full list, filter by size, metro and specialty, and access 172 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Expat financial planning services based in Malaysia at a glance

As of Nov 6, 2026
17.6%Verified-email coverage
14.6Average contacts per company
11-50Median size (employees)
34.3%Largest-city concentration · Kuala Lumpur
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
20
11-50
32
51-200
12
201-500
2
1,001-5,000
1

Email recency for this list is measured worldwide rather than for Malaysia, so it is reported there. Company counts and contact totals on this page are exact for Malaysia, over 67 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 Malaysia whose business descriptions match “expat financial planning services” 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 172 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 November 6, 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.

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 “expat financial planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many expat financial planning services are there based in Malaysia?

RevenueBase identified 67 company matches for expat financial planning services associated with Malaysia as of November 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?

Infinity Financial Solutions tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most expat financial planning services?

Kuala Lumpur leads with 23 company records, followed by Petaling Jaya (11) and Shah Alam (4).

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 172 professional contacts with verified work emails tracked across these 67 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 November 6, 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.