Company lists · Data refreshed September 2026

Top 24 Financial services consultancies based in Hong Kong

Name: Financial services consultancies based in Hong Kong
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 127 companies tracked

RevenueBase identified 127 financial services consultancies headquartered in Hong Kong as of September 2026 and tracks 2,315 professional contacts across them, including 462 with verified work emails. Hong Kong is the largest hub.

This list covers financial services consultancies 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.

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

127Companies

2,315Contacts tracked

462Verified emails

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The 24 largest financial services consultancies based in Hong Kong

Ranked by team size

Top 24 of 127 financial services consultancies based in Hong Kong, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial services consultancies: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Convoy Global Holdings Limited	Partial evidence	Wan Chai, Hong KongHQ checked Sep 28, 2026	1,001-5,000	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, 2026
2	AMG Financial Group	Partial evidence	38/f, Hong KongHQ checked Sep 28, 2026	1,001-5,000	142 contacts →
	Partial 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, 2026
3	Protiviti Hong Kong	Indirect evidence	Central, Hong KongHQ checked Sep 28, 2026	1,001-5,000	101 contacts →
	Indirect evidence “Protiviti is a global consulting firm that delivers deep expertise, objective insights, a tailored approach, and unparalleled collaboration to help leaders confidently face the…” Source: RevenueBase Database · checked Sep 28, 2026
4	Centaline Financial Services Limited 中原理財	Partial evidence	Hong KongHQ checked Sep 28, 2026	51-200	80 contacts →
	Partial 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, 2026
5	Core Pacific	Partial evidence	Hong, Hong KongHQ checked Sep 28, 2026	201-500	73 contacts →
	Partial evidence “With over fifty years of experience and deep roots in the financial markets, Core Pacific - Yamaichi Financial Group Limited is dedicated to providing comprehensive financial…” Source: RevenueBase Database · checked Sep 28, 2026
6	Sett & Lucas	Partial evidence	Wan Chai, Hong KongHQ checked Sep 28, 2026	51-200	66 contacts →
	Partial evidence “Sett & Lucas (S&L) is a global independent financial institution that provides unconflicted advise, ideas, strategy and execution services, by leveraging global presence, domain…” Source: RevenueBase Database · checked Sep 28, 2026
7	Majoris Group	Indirect evidence	Hong, Hong KongHQ checked Sep 28, 2026	51-200	54 contacts →
	Indirect evidence “Majoris Group was founded in 2012 and is comprised of 5 major business segments.” Source: RevenueBase Database · checked Sep 28, 2026
8	Altruist Financial Group LTD	Partial evidence	Hong KongHQ checked Sep 28, 2026	51-200	53 contacts →
	Partial evidence “Established in 2001, Altruist is committed to providing one-stop professional financial planning services to customers with the highest level of integrity and altruistic spirit.” Source: RevenueBase Database · checked Sep 28, 2026
9	Platinum Financial Services	Partial evidence	Hong KongHQ checked Sep 28, 2026	11-50	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, 2026
10	Evolution Partners	Indirect evidence	Hong, Hong KongHQ checked Sep 28, 2026	11-50	20 contacts →
	Indirect evidence “Evolution Partners is a boutique management consultancy, with a presence in Hong Kong, France, the United Kingdom, and Australia.” Source: RevenueBase Database · checked Sep 28, 2026
11	Complianceone Consulting Limited	Partial evidence	Hong KongHQ checked Sep 28, 2026	11-50	17 contacts →
	Partial evidence “Established since 2017, ComplianceOne aims to provide comprehensive regulatory and compliance consulting services to various entrepreneurs and financial institutions in Hong Kong.” Source: RevenueBase Database · checked Sep 28, 2026
12	Opko Finance	Partial evidence	Sheung Wan, Hong KongHQ checked Sep 28, 2026	11-50	13 contacts →
	Partial evidence “OPKO Finance provides accounting, tax and financial assistance (company set up, outsourced bookkeeping, preparation of annual accounts, audit, consolidated financial statements…” Source: RevenueBase Database · checked Sep 28, 2026
13	Ernest Maude	Indirect evidence	Hong KongHQ checked Sep 28, 2026	1-10	9 contacts →
	Indirect evidence “Ernest Maude Property\| Mortgage\| Investment Services Property Perhaps you're on the threshold of buying your first home, or selling your home and buying another.” Source: RevenueBase Database · checked Sep 28, 2026
14	Compliancedirect Consulting Limited	Indirect evidence	Central, Hong KongHQ checked Sep 28, 2026	11-50	8 contacts →
	Indirect evidence “ComplianceDirect provides compliance consulting services for brokerage firms, fund companies, investment advisors, banks, insurance companies, insurance brokers, money lenders and…” Source: RevenueBase Database · checked Sep 28, 2026
15	Prosynergy Consulting Limited	Indirect evidence	Hong KongHQ checked Sep 28, 2026	11-50	8 contacts →
	Indirect evidence “Based in Hong Kong, Prosynergy is a premier consulting firm who acts as our clients’ trusted advisor, offering regulatory and compliance services.” Source: RevenueBase Database · checked Sep 28, 2026
16	Ampere Partners	Indirect evidence	Hong KongHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Ampere Partners provides clients with corporate finance advice on capital markets, mergers and acquisitions and private placements.” Source: RevenueBase Database · checked Sep 28, 2026
17	Windward CPA	Partial evidence	Kowloon, Hong KongHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “With years of experience in accounting, audit, tax, company secretarial and financial advisory, we have developed an extensive client base in different industries.” Source: RevenueBase Database · checked Sep 28, 2026
18	Frontier Research & Technology	Indirect evidence	Hong KongHQ checked Sep 28, 2026	11-50	4 contacts →
	Indirect evidence “Frontier is a leading research & technology company based in Hong Kong.” Source: RevenueBase Database · checked Sep 28, 2026
19	Midas Securities Limited	Partial evidence	Wan Chai, Hong KongHQ checked Sep 28, 2026	11-50	3 contacts →
	Partial evidence “Midas Securities Limited is a leading financial services group that provides our clients with expert advice and complete investment solutions to support them in achieving their…” Source: RevenueBase Database · checked Sep 28, 2026
20	Finsight Global Consulting Limited	Indirect evidence	Hong KongHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Finsight Global is a niche consulting firm specializing in the area of Treasury, Transaction banking, Global Markets & Foreign Exchange, Payments (domestic, cross-border), Cash…” Source: RevenueBase Database · checked Sep 28, 2026
21	Valplus Consulting Limited	Partial evidence	Kowloon, Hong KongHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “VALPLUS is a professional corporate advisory consultancy and financial services provider.” Source: RevenueBase Database · checked Sep 28, 2026
22	CWK Global	Indirect evidence	Hong KongHQ checked Sep 28, 2026	51-200	2 contacts →
	Indirect evidence “CWK Global Group is headquartered in Hong Kong, with branches in Shanghai, Guangzhou, Shenzhen, Macau, and Australia.” Source: RevenueBase Database · checked Sep 28, 2026
23	VP Business Solutions	Indirect evidence	Hong KongHQ checked Sep 28, 2026	11-50	2 contacts →
	Indirect evidence “At VP Business Solutions, we specialize in providing comprehensive management consultancy services tailored for the fintech and forex brokerage industry.” Source: RevenueBase Database · checked Sep 28, 2026
24	Nova Pacific Group Limited	Partial evidence	Hong KongHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Boutique financial services, advisory and consultation business providing tailored expertise, insight and value to hedge funds, UHNW investors, large asset managers and financial…” Source: RevenueBase Database · checked Sep 28, 2026

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 services consultancies. 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 services consultancies.
Partial evidence: Its own public description names part of financial services consultancies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services consultancies. 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 24 of 127 financial services consultancies based in Hong Kong

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Financial services consultancies based in Hong Kong at a glance

As of Sep 28, 2026

20.0%Verified-email coverage

18.2Average contacts per company

1-10Median size (employees)

46.5%Largest-city concentration · Hong Kong

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

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 127 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 services consultancies, 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 services consultancies”. 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 services consultancies), 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 services consultancies, 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, 462 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 services consultancies by metro

Financial services consultancies in Hong Kong59

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 services consultancies, 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 services consultancies are there based in Hong Kong?

RevenueBase identified 127 financial services consultancies 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 services consultancies?

Hong Kong leads with 59 headquartered companies, followed by Hong (22) and Kowloon (8).

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 462 verified decision-maker contacts tracked across these 127 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.