Company lists · Data refreshed September 2026
Top 17 Financial planning companies based in Malaysia
RevenueBase identified 172 company matches for financial planning companies associated with Malaysia as of September 2026 and tracks 1,759 professional contacts across them, including 84 with verified work emails. Kuala Lumpur is the largest hub.
This list covers company matches for financial planning companies 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 September 19, 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.
The 17 largest financial planning companies based in Malaysia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 104 contacts → | ||||
Exact match “Infinity Financial Solutions is a leading provider of financial services in Asia.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 96 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 71 contacts → | ||||
Exact match “VKA Wealth Planners is Malaysia's leading Financial Planning Firm, we deliver value-added financial services to individuals and businesses in Malaysia since year 2003.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 61 contacts → | ||||
Exact match “Wealth Advantage Advisory Sdn.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 40 contacts → | ||||
Exact match “Bluestar AMG is a British-owned financial planning and wealth management company dedicated to providing financial guidance to expatriates in Asia and other international regions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 20 contacts → | ||||
Exact match “Three Sixty Financial provides confident financial advice that fits the way you live and work.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 18 contacts → | ||||
Exact match “Life is not just about the money.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 17 contacts → | ||||
Exact match “As a trusted PRUDENTIAL premier partner for over two decades, Finesse has vast industry experience in delivering tailor-made solutions for a broad range of clients, including…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 16 contacts → | ||||
Exact match “Vision : We aspire to build a group of millionaires who have earned the choice of living their desired lifestyle with balance in all aspects of their lives.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 9 contacts → | ||||
Exact match “iWealth Global, your trusted partner for investment analysis and advisory services.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 7 contacts → | ||||
Exact match “Since our inception, Vaersa has grown tremendously and prided itself as a professional financial advisory synonymous with impeccable services.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 6 contacts → | ||||
Exact match “Malaysia's Leading Financial Planning and Approved Financial Adviser Firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 6 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 4 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 4 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “At ValueAdd Solution Sdn.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “financial planning companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 17 of 172 financial planning companies based in Malaysia
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Financial planning companies based in Malaysia at a glance
As of Sep 19, 2026Companies by employee count
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 172 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 “financial planning companies” 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 84 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 September 19, 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 “financial planning companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning companies are there based in Malaysia?
RevenueBase identified 172 company matches for financial planning companies associated with Malaysia as of September 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 financial planning companies?
Kuala Lumpur leads with 46 company records, followed by Petaling Jaya (42) and Johor Bahru (6).
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 84 professional contacts with verified work emails tracked across these 172 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 September 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 172 financial planning companies based in Malaysia. Start with a free account, no credit card.
Download this list →Related lists
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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.
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Company intelligence · public preview
Top 17 financial planning companies based in Malaysia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 172 matching company records for financial planning companies based in Malaysia, with 1,759 tracked contacts and 84 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 17 financial planning companies based in Malaysia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Infinity Financial Solutionsinfinitysolutions.comHQ: Kuala Lumpur, MalaysiaReported employees: 51-200 | Kuala Lumpur, Malaysia | 51-200 | Exact match | 104 contacts → |
“Infinity Financial Solutions is a leading provider of financial services in Asia.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  FA Advisory SDN BHDfaadvisory.myHQ: Kuala Lumpur, MalaysiaReported employees: 51-200 | Kuala Lumpur, Malaysia | 51-200 | Exact match | 96 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  VKA Wealth Plannersvka.com.myHQ: Puchong, MalaysiaReported employees: 201-500 | Puchong, Malaysia | 201-500 | Exact match | 71 contacts → |
“VKA Wealth Planners is Malaysia's leading Financial Planning Firm, we deliver value-added financial services to individuals and businesses in Malaysia since year 2003.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Wealth Vantage Advisorywealthvantage.com.myHQ: Desa Pandan, MalaysiaReported employees: 11-50 | Desa Pandan, Malaysia | 11-50 | Exact match | 61 contacts → |
“Wealth Advantage Advisory Sdn.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Bluestar AMGbluestar-amg.comHQ: Kuala Lumpur, MalaysiaReported employees: 11-50 | Kuala Lumpur, Malaysia | 11-50 | Exact match | 40 contacts → |
“Bluestar AMG is a British-owned financial planning and wealth management company dedicated to providing financial guidance to expatriates in Asia and other international regions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Three Sixty Financial INCthreesixtyfinancial.comHQ: Kuala Lumpur, MalaysiaReported employees: 11-50 | Kuala Lumpur, Malaysia | 11-50 | Exact match | 20 contacts → |
“Three Sixty Financial provides confident financial advice that fits the way you live and work.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Success Concepts Life Plannerssuccessconcepts.biz HQ: Kuala Lumpur, MalaysiaReported employees: 51-200 | Kuala Lumpur, Malaysia | 51-200 | Exact match | 18 contacts → |
“Life is not just about the money.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Finessefinesse.myHQ: Shah Alam, MalaysiaReported employees: 11-50 | Shah Alam, Malaysia | 11-50 | Exact match | 17 contacts → |
“As a trusted PRUDENTIAL premier partner for over two decades, Finesse has vast industry experience in delivering tailor-made solutions for a broad range of clients, including…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Nuovo Paradigmnuovoparadigm.com HQ: Petaling Jaya, MalaysiaReported employees: 11-50 | Petaling Jaya, Malaysia | 11-50 | Exact match | 16 contacts → |
“Vision : We aspire to build a group of millionaires who have earned the choice of living their desired lifestyle with balance in all aspects of their lives.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Iwealth Global Group SDN BHDiwealthglobal.comHQ: Bukit Bintang, MalaysiaReported employees: 51-200 | Bukit Bintang, Malaysia | 51-200 | Exact match | 9 contacts → |
“iWealth Global, your trusted partner for investment analysis and advisory services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Vaersa Advisoryvaersa.myHQ: Petaling Jaya, MalaysiaReported employees: 11-50 | Petaling Jaya, Malaysia | 11-50 | Exact match | 7 contacts → |
“Since our inception, Vaersa has grown tremendously and prided itself as a professional financial advisory synonymous with impeccable services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Alpine Advisoryalpine-advisory.comHQ: Mont Kiara, MalaysiaReported employees: 51-200 | Mont Kiara, Malaysia | 51-200 | Exact match | 6 contacts → |
“Malaysia's Leading Financial Planning and Approved Financial Adviser Firm.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Excellentte Consultancy SDN BHDexcellentte.com HQ: Petaling Jaya, MalaysiaReported employees: 1-10 | Petaling Jaya, Malaysia | 1-10 | Exact match | 6 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Harvestkorp Groupharvestkorp.comHQ: Federal Territory Of Labuan, MalaysiaReported employees: 1-10 | Federal Territory Of Labuan, Malaysia | 1-10 | Exact match | 4 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Brightbeambrightbeam.com.myHQ: Petaling Jaya, MalaysiaReported employees: 11-50 | Petaling Jaya, Malaysia | 11-50 | Exact match | 4 contacts → |
“Brightbeam is a financial planning company that provides comprehensive financial services to Corporates, SMEs and Individuals.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Valueadd Solution SDN BHDvalueadds.com.myHQ: Kuala Lumpur, MalaysiaReported employees: 11-50 | Kuala Lumpur, Malaysia | 11-50 | Exact match | 2 contacts → |
“At ValueAdd Solution Sdn.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | RD Wealthcreationrajendevadason.com HQ: Rasah, MalaysiaReported employees: 1-10 | Rasah, Malaysia | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 17 of 172 company matches
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Financial planning companies: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
172 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 172 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial planning companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning companies did RevenueBase find based in Malaysia?
The saved snapshot records 172 matching company records, 1,759 tracked contacts and 84 verified emails. The public preview displays 17 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial planning companies by geography
- Financial planning companies based in Adelaide, Australia
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- Financial planning companies based in Brisbane, Australia
- Financial planning companies based in Melbourne, Australia
- Financial planning companies based in North Sydney, Australia
- Financial planning companies based in Parramatta, Australia
- Financial planning companies based in Perth, Australia
- Financial planning companies based in Sydney, Australia
- Financial planning companies based in Belo Horizonte, Brazil
- Financial planning companies based in Curitiba, Brazil
- Financial planning companies based in Porto Alegre, Brazil
- Financial planning companies based in Rio De Janeiro, Brazil
Cite this list
RevenueBase Data Team. Top 17 financial planning companies based in Malaysia. Snapshot: September 19, 2026. https://revenuebase.ai/companies/financial-planning-companies/malaysia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial planning companies based in Adelaide, Australia
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Company intelligence · public preview
Top 17 financial planning companies based in Malaysia
RevenueBase records 172 matching company records for financial planning companies based in Malaysia, with 1,759 tracked contacts and 84 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 17 financial planning companies based in Malaysia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Infinity Financial Solutionsinfinitysolutions.com HQ: Kuala Lumpur, MalaysiaReported employees: 51-200 | Kuala Lumpur, Malaysia | 51-200 | Exact match | 104 contacts → |
“Infinity Financial Solutions is a leading provider of financial services in Asia.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | FA Advisory SDN BHDfaadvisory.my HQ: Kuala Lumpur, MalaysiaReported employees: 51-200 | Kuala Lumpur, Malaysia | 51-200 | Exact match | 96 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | VKA Wealth Plannersvka.com.my HQ: Puchong, MalaysiaReported employees: 201-500 | Puchong, Malaysia | 201-500 | Exact match | 71 contacts → |
“VKA Wealth Planners is Malaysia's leading Financial Planning Firm, we deliver value-added financial services to individuals and businesses in Malaysia since year 2003.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Wealth Vantage Advisorywealthvantage.com.my HQ: Desa Pandan, MalaysiaReported employees: 11-50 | Desa Pandan, Malaysia | 11-50 | Exact match | 61 contacts → |
“Wealth Advantage Advisory Sdn.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Bluestar AMGbluestar-amg.com HQ: Kuala Lumpur, MalaysiaReported employees: 11-50 | Kuala Lumpur, Malaysia | 11-50 | Exact match | 40 contacts → |
“Bluestar AMG is a British-owned financial planning and wealth management company dedicated to providing financial guidance to expatriates in Asia and other international regions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Three Sixty Financial INCthreesixtyfinancial.com HQ: Kuala Lumpur, MalaysiaReported employees: 11-50 | Kuala Lumpur, Malaysia | 11-50 | Exact match | 20 contacts → |
“Three Sixty Financial provides confident financial advice that fits the way you live and work.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Success Concepts Life Plannerssuccessconcepts.biz HQ: Kuala Lumpur, MalaysiaReported employees: 51-200 | Kuala Lumpur, Malaysia | 51-200 | Exact match | 18 contacts → |
“Life is not just about the money.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Finessefinesse.my HQ: Shah Alam, MalaysiaReported employees: 11-50 | Shah Alam, Malaysia | 11-50 | Exact match | 17 contacts → |
“As a trusted PRUDENTIAL premier partner for over two decades, Finesse has vast industry experience in delivering tailor-made solutions for a broad range of clients, including…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Nuovo Paradigmnuovoparadigm.com HQ: Petaling Jaya, MalaysiaReported employees: 11-50 | Petaling Jaya, Malaysia | 11-50 | Exact match | 16 contacts → |
“Vision : We aspire to build a group of millionaires who have earned the choice of living their desired lifestyle with balance in all aspects of their lives.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Iwealth Global Group SDN BHDiwealthglobal.com HQ: Bukit Bintang, MalaysiaReported employees: 51-200 | Bukit Bintang, Malaysia | 51-200 | Exact match | 9 contacts → |
“iWealth Global, your trusted partner for investment analysis and advisory services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Vaersa Advisoryvaersa.my HQ: Petaling Jaya, MalaysiaReported employees: 11-50 | Petaling Jaya, Malaysia | 11-50 | Exact match | 7 contacts → |
“Since our inception, Vaersa has grown tremendously and prided itself as a professional financial advisory synonymous with impeccable services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Alpine Advisoryalpine-advisory.com HQ: Mont Kiara, MalaysiaReported employees: 51-200 | Mont Kiara, Malaysia | 51-200 | Exact match | 6 contacts → |
“Malaysia's Leading Financial Planning and Approved Financial Adviser Firm.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Excellentte Consultancy SDN BHDexcellentte.com HQ: Petaling Jaya, MalaysiaReported employees: 1-10 | Petaling Jaya, Malaysia | 1-10 | Exact match | 6 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Harvestkorp Groupharvestkorp.com HQ: Federal Territory Of Labuan, MalaysiaReported employees: 1-10 | Federal Territory Of Labuan, Malaysia | 1-10 | Exact match | 4 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Brightbeambrightbeam.com.my HQ: Petaling Jaya, MalaysiaReported employees: 11-50 | Petaling Jaya, Malaysia | 11-50 | Exact match | 4 contacts → |
“Brightbeam is a financial planning company that provides comprehensive financial services to Corporates, SMEs and Individuals.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Valueadd Solution SDN BHDvalueadds.com.my HQ: Kuala Lumpur, MalaysiaReported employees: 11-50 | Kuala Lumpur, Malaysia | 11-50 | Exact match | 2 contacts → |
“At ValueAdd Solution Sdn.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | RD Wealthcreationrajendevadason.com HQ: Rasah, MalaysiaReported employees: 1-10 | Rasah, Malaysia | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 17 of 172 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Financial planning companies: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
172 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 172 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial planning companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning companies did RevenueBase find based in Malaysia?
The saved snapshot records 172 matching company records, 1,759 tracked contacts and 84 verified emails. The public preview displays 17 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 17 financial planning companies based in Malaysia. Snapshot: September 19, 2026. https://revenuebase.ai/companies/financial-planning-companies/malaysia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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