Company lists · Data refreshed September 2026
Top 25 Financial advisory platforms based in Hong Kong
RevenueBase identified 146 financial advisory platforms headquartered in Hong Kong as of September 2026 and tracks 3,031 professional contacts across them, including 501 with verified work emails. Hong Kong is the largest hub.
This list covers financial advisory 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.
The 25 largest financial advisory platforms based in Hong Kong
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 459 contacts → | ||||
Partial evidence “Convoy Global Holdings Limited is a versatile financial institution that has rooted in Hong Kong since 1993 with core business in financial planning consulting.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 441 contacts → | ||||
Indirect evidence “Futu Holdings Limited (Nasdaq: FUTU) is a leading fintech company committed to transforming the investing experience for investors worldwide.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 179 contacts → | ||||
Indirect evidence “MoneyHero Limited (NASDAQ: MNY) is a market leader in the online personal finance and digital insurance aggregation and comparison sector in Greater Southeast Asia.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 80 contacts → | ||||
Strong evidence “Our company is a leading financial institute providing Independent financial advisory services to both HNW individuals and corporate clients in China.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 72 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 8 | 66 contacts → | ||||
Indirect evidence “Quantifeed is a global leader in digital wealth and investment management technology.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 48 contacts → | ||||
Indirect evidence “OnePlatform# is a subsidiary of AGBA, a member of the Triller Group (NASDAQ: ILLR).” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 47 contacts → | ||||
Strong evidence “Founded in AASTOCKS, the FinTech platform, has been devoted to rendering investors with full-fledged global financial information and analytical tools through innovative…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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, 2026Thanks. The Data Team will review it. | |||||
| 12 | 31 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 31 contacts → | ||||
Strong evidence “MoneyHero is Hong Kong's largest and most popular digital personal finance platform, on a mission to empower and connect Hongkongers to better i in financial futures.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 29 contacts → | ||||
Partial evidence “Alētheia Capital has built Asia’s #1 & First Full scale and Largest Independent Investment Advisory Firm through organic growth as well as (three) acquisitions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 27 contacts → | ||||
Indirect 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, 2026Thanks. The Data Team will review it. | |||||
| 16 | 25 contacts → | ||||
Indirect evidence “TIGER BROKERS UP Fintech Holding Limited2014 Tiger *()BMU940 Tiger TradeETF TIGER BROKERS” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 23 contacts → | ||||
Partial evidence “Goldhorse Capital Management (HK) Limited (“Goldhorse Capital”) is a Hong Kong–headquartered, technology-driven financial institution.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 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, 2026Thanks. The Data Team will review it. | |||||
| 19 | 22 contacts → | ||||
Partial evidence “The company adopts a straightforward approach that is centred on integrity, clear communication and a focus on the long-term financial security of our clients.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 18 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 21 | 17 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 22 | 15 contacts → | ||||
Partial evidence “Pyrmont Wealth Management is a leading team of forward-thinking individuals who believe in providing quality Life-Centred Financial Planning advice, delivered via our LifePlan…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 12 contacts → | ||||
Strong 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, 2026Thanks. The Data Team will review it. | |||||
| 24 | 9 contacts → | ||||
Indirect evidence “Pioneers of fee-only investment advice in Hong Kong.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 9 contacts → | ||||
Indirect evidence “AutoML Capital is a WealthTech / FinTech company that uses our Proprietary Machine Learning and Artificial Intelligence (AI) Technology to analyse and predict the market.” 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: financial advisory 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 financial advisory platforms.
- Partial evidence
- Its own public description names part of financial advisory platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial advisory 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 146 financial advisory platforms based in Hong Kong
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Financial advisory platforms based in Hong Kong at a glance
As of Sep 28, 2026Companies by employee count
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 146 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 financial advisory 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 “financial advisory 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 financial advisory 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 financial advisory 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, 501 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.
Financial advisory 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 financial advisory 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 financial advisory platforms are there based in Hong Kong?
RevenueBase identified 146 financial advisory 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?
Convoy Global Holdings Limited, headquartered in Wan Chai, tops this list with the largest team on record.
Which city has the most financial advisory platforms?
Hong Kong leads with 72 headquartered companies, followed by Hong (15) and Kong (12).
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 501 verified decision-maker contacts tracked across these 146 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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