Company lists · Data refreshed September 2026
Top 14 Financial planning platforms based in the United Arab Emirates
RevenueBase identified 52 financial planning platforms headquartered in the United Arab Emirates as of September 2026 and tracks 1,265 professional contacts across them, including 95 with verified work emails. Dubai is the largest hub.
This list covers financial planning platforms headquartered in the United Arab Emirates, 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 14 largest financial planning platforms based in the United Arab Emirates
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 168 contacts → | ||||
Partial evidence “Welcome to NEBA Private Clients, a TEAM plc company, where enduring values meet innovative financial solutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 87 contacts → | ||||
Partial evidence “Sarwa is your go-to investing and personal finance platform on a mission to help everyone put their money to work.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 51 contacts → | ||||
Strong evidence “A refreshing approach to financial planning” An expanding international Financial Services Company - Prosperity was established in 2009 and is registered and licensed under the…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 29 contacts → | ||||
Partial evidence “FinaMaze, a multi-award-winning AI WealthTech in operation since 2020, empowers financial institutions with cutting-edge technology to deliver smarter, personalized, goal-oriented…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 24 contacts → | ||||
Partial evidence “Reluna is a modern platform for family offices, wealth managers and private clients, bringing together portfolio management and digital family governance in one place.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 14 contacts → | ||||
Partial evidence “At Myne, our passion is to significantly improve your financial well-being and ensure the protection of your wealth.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 13 contacts → | ||||
Partial evidence “RuDo is a wealth-building app that helps you build long-term wealth through micro-saving, automated investing, and financial education.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 8 contacts → | ||||
Partial evidence “MHG Wealth Management is a trusted international financial services company, dedicated to creating tailored solutions to meet your financial goals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 contacts → | ||||
Partial evidence “Wealthface is a one-stop-shop online investment platform offering the world's most advanced, transparent and accessible investment solutions for everyone, everywhere.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 3 contacts → | ||||
Partial evidence “Financial Options aims to produce the best products in the market to offer you low-cost solutions to secure your financial future.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2 contacts → | ||||
Indirect evidence “We use a holistic approach to your current circumstances, we assess where, when and what you want to achieve in your life’s unpredictable future, to help you take control and…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1 contacts → | ||||
Partial evidence “Founded in 2015 and headquartered in Chicago, Halo Investing developed its industry-leading, multi-issuer technology platform for protective investment solutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1 contacts → | ||||
Indirect evidence “WallyGPT is the world's first personal finance AI.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Indirect evidence “Have you ever felt that your portfolio is stagnant, risky or underperforming 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 planning 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 planning platforms.
- Partial evidence
- Its own public description names part of financial planning platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial planning 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 14 of 52 financial planning platforms based in the United Arab Emirates
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Financial planning platforms based in the United Arab Emirates at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United Arab Emirates, so it is reported there. Company counts and contact totals on this page are exact for United Arab Emirates, over 52 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 the United Arab Emirates 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 United Arab Emirates 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, 95 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 the United Arab Emirates?
RevenueBase identified 52 financial planning platforms headquartered in the United Arab Emirates 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?
Neba Private Clients, headquartered in United Arab Emirates, tops this list with the largest team on record.
Which city has the most financial planning platforms?
Dubai leads with 37 headquartered companies, followed by Abu Dhabi (6) and Dhabi (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 95 verified decision-maker contacts tracked across these 52 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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