Company lists · Data refreshed September 2026

Top 23 Financial planning platforms based in Singapore

RevenueBase identified 64 financial planning platforms headquartered in Singapore as of September 2026 and tracks 1,472 professional contacts across them, including 393 with verified work emails. Singapore is the largest hub.

This list covers financial planning platforms headquartered in Singapore, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
64Companies
1,472Contacts tracked
393Verified emails
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The 23 largest financial planning platforms based in Singapore

Ranked by team size
Top 23 of 64 financial planning platforms based in Singapore, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSingaporeHQ checked Sep 28, 20261,001-5,000405 contacts →

Indirect evidence

“We specialise in expert, one-to-one advice.”

Source: RevenueBase Database · checked Sep 28, 2026
2Strong evidenceSingaporeHQ checked Sep 28, 2026201-500319 contacts →

Strong evidence

“Synergy Financial Advisers prides itself on being fully capable of providing a one-stop solutions for your financial planning needs.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceSingaporeHQ checked Sep 28, 202651-200174 contacts →

Partial evidence

“Endowus is Asia’s leading independent wealth advisor and investment platform.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceBukit Merah, SingaporeHQ checked Sep 28, 202651-200104 contacts →

Indirect evidence

“Legacy FA Pte.”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceSingaporeHQ checked Sep 28, 202611-5041 contacts →

Indirect evidence

“Investbanq is redefining wealth management with cutting-edge AI and digital-first investment solutions.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceSingaporeHQ checked Sep 28, 202611-5038 contacts →

Indirect evidence

“At Senda, we believe Enterprise AI requires a fundamentally different architecture than consumer AI.”

Source: RevenueBase Database · checked Sep 28, 2026
7Strong evidenceDowntown Core, SingaporeHQ checked Sep 28, 202651-20033 contacts →

Strong evidence

“At GROW, we understand that financial planning is not just about numbers, but about people.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceSingaporeHQ checked Sep 28, 2026201-50032 contacts →

Indirect evidence

“Under the dynamic leadership of the visionary Mr.”

Source: RevenueBase Database · checked Sep 28, 2026
9Strong evidenceSingaporeHQ checked Sep 28, 202651-20030 contacts →

Strong evidence

“WeInvest is Asia's first end-to-end Digital Wealth Platform and offers solutions to Banks & other financial institutions.”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceSingaporeHQ checked Sep 28, 202611-5019 contacts →

Partial evidence

“Arki Finance is a personalised wealth platform designed to help people organise, grow and manage their wealth around their life goals.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceSingaporeHQ checked Sep 28, 202651-20015 contacts →

Indirect evidence

“Hugosave is a digital companion empowering any generation to spend, save and invest confidently, effortlessly and sustainably through an inclusive and easy-to-understand…”

Source: RevenueBase Database · checked Sep 28, 2026
12Strong evidenceSingaporeHQ checked Sep 28, 202611-5012 contacts →

Strong evidence

“BetterTradeOff is a Singapore-headquartered FinTech that’s revolutionising financial advice with an online solution that helps simplify and demystify financial planning.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceSingaporeHQ checked Sep 28, 202611-5012 contacts →

Indirect evidence

“LUMIQ blends proprietary machine intelligence with the collective human intelligence of an award-winning team of institutional wealth management industry veterans to bring Smart…”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceSingaporeHQ checked Sep 28, 20261-1012 contacts →

Partial evidence

“We're Singapore's fastest growing investment advisory platform!”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceSingaporeHQ checked Sep 28, 20261-108 contacts →

Indirect evidence

“At MoneyFitt, we connect you with trusted professionals tailored to your unique needs.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceSingaporeHQ checked Sep 28, 20261-108 contacts →

Indirect evidence

“We "Work Smart, Invest, Retire Well"+ some business stuff.#WiseAndShine #TFCStockgeekout #ChillsWithTFC @licaiohyeah More about us: https://linkin.bio/thefinancialcoconut/ If you…”

Source: RevenueBase Database · checked Sep 28, 2026
17Strong evidenceSingaporeHQ checked Sep 28, 202611-503 contacts →

Strong evidence

“All-in-one financial planning platform that empowers users to plan, grow and protect their future.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceSingaporeHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Teleskop is built to be more than just an app.”

Source: RevenueBase Database · checked Sep 28, 2026
19Strong evidenceSingaporeHQ checked Sep 28, 20261-102 contacts →

Strong evidence

“We specialise in personalised financial planning advice and wealth coaching services for individuals and groups.”

Source: RevenueBase Database · checked Sep 28, 2026
20Strong evidenceSingaporeHQ checked Sep 28, 20261-102 contacts →

Strong evidence

“OnTrack is a software as a service (SaaS) business providing white label digital financial planning solutions for providers of financial planning, engagement and education.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceSingaporeHQ checked Sep 28, 202611-501 contacts →

Indirect evidence

“We are an InsurTech company that has been making leaps and bounds in the industry since 2019.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceSingaporeHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceSingaporeHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“The 5D Framework™ for Singapore Teachers Teachers should never have to depend on just one salary.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 23 of 64 financial planning platforms based in Singapore

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 393 reachable decision-makers.

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Financial planning platforms based in Singapore at a glance

As of Sep 28, 2026
26.7%Verified-email coverage
23.0Average contacts per company
1-10Median size (employees)
95.3%Largest-city concentration · Singapore
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
32
11-50
17
51-200
10
201-500
3
501-1,000
1
1,001-5,000
1

Email recency for this list is measured worldwide rather than for Singapore, so it is reported there. Company counts and contact totals on this page are exact for Singapore, over 64 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 planning 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 Singapore whose own description of what they do matches “financial planning 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 planning 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 planning platforms, and records with no verified work email. Companies headquartered outside Singapore 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, 393 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 planning 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 planning 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 planning platforms are there based in Singapore?

RevenueBase identified 64 financial planning platforms headquartered in Singapore 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?

St. James's Place Asia & Middle East, headquartered in Singapore, tops this list with the largest team on record.

Which city has the most financial planning platforms?

Singapore leads with 61 headquartered companies, followed by Merah (2) and Downtown Core (1).

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 393 verified decision-maker contacts tracked across these 64 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.