Company lists · Data refreshed September 2026
Top 25 Fintech wealth advisors based in Singapore
RevenueBase identified 87 fintech wealth advisors headquartered in Singapore as of September 2026 and tracks 3,017 professional contacts across them, including 558 with verified work emails. Singapore is the largest hub.
This list covers fintech wealth advisors 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.
The 25 largest fintech wealth advisors based in Singapore
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 453 contacts → | ||||
Partial evidence “Driven by values and powered by people, Financial Alliance is Singapore's leading and award-winning Financial Advisory Firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 319 contacts → | ||||
Indirect 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 177 contacts → | ||||
Partial evidence “Kristal.AI is an award-winning digital private wealth platform, licensed and operational in Singapore, Hong Kong, India, and UAE We unlock sophisticated investment opportunities…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 174 contacts → | ||||
Strong evidence “Endowus is Asia’s leading independent wealth advisor and investment platform.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 169 contacts → | ||||
Partial evidence “WRISE Group is one of the fastest growing wealth management firms, headquartered in Singapore with offices in Changsha, Chengdu, Dubai, Hong Kong, Shanghai, Shenzhen, Taipei…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 70 contacts → | ||||
Indirect evidence “The whole world.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 68 contacts → | ||||
Partial evidence “Taurus Wealth, founded in 2008, is a fully integrated wealth management powerhouse with offices in Dubai, Singapore, and Zurich.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 41 contacts → | ||||
Partial evidence “Investbanq is redefining wealth management with cutting-edge AI and digital-first investment solutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 39 contacts → | ||||
Partial evidence “Grandtag Financial Consultancy (Singapore) is a leading licensed financial advisory firm in Singapore since 2007, with our headquarter established in Hong Kong since We are a…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 34 contacts → | ||||
Partial evidence “Canopy (https://canopy.cloud) is a Singapore-headquartered WealthTech platformbuilt for private banks, family offices, and external asset managers.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 33 contacts → | ||||
Indirect evidence “At GROW, we understand that financial planning is not just about numbers, but about people.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 30 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 24 contacts → | ||||
Indirect evidence “Welcome to Ray Alliance Financial Advisers, where financial success meets personalized guidance.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 24 contacts → | ||||
Partial evidence “AGDelta is an award-winning, Asia-based B2B2C FinTech firm, with centres of excellence in Hong Kong and Singapore, that makes financial investments, services and advice more…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 19 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, 2026Thanks. The Data Team will review it. | |||||
| 16 | 16 contacts → | ||||
Indirect evidence “You see opportunities, we see the future.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 15 contacts → | ||||
Partial evidence “TriLake Partners is an independent wealth management firm established in Singapore since 2011 and holding a Capital Markets Services (CMS) licence for fund management under the…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 15 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, 2026Thanks. The Data Team will review it. | |||||
| 19 | 14 contacts → | ||||
Partial evidence “Firium Solutions Asia Pacific is one of the thought leaders in Financial Planning & Digital Wealth solutions with over two decades of experience and proven track record in the…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 12 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 21 | 12 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 22 | 12 contacts → | ||||
Partial evidence “iHarvest is your preferred partner in wealth management.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 12 contacts → | ||||
Partial evidence “We're Singapore's fastest growing investment advisory platform!” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 10 contacts → | ||||
Strong evidence “New Wealth is a B2B FinTech provider that offers modular white-label solutions, to boost the distribution of mutual funds and wealth management services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 9 contacts → | ||||
Strong evidence “Wealth Management, Financial Advisory, Financial Analysis, Strategic Planning, Estate Planning, Global Advisory Asset Management, Fund Management Multi Family Office” 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: fintech wealth advisors. 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 fintech wealth advisors.
- Partial evidence
- Its own public description names part of fintech wealth advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name fintech wealth advisors. 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 87 fintech wealth advisors based in Singapore
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Fintech wealth advisors based in Singapore at a glance
As of Sep 28, 2026Companies by employee count
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 87 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 fintech wealth advisors, 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 “fintech wealth advisors”. 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 fintech wealth advisors), 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 fintech wealth advisors, 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, 558 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.
Fintech wealth advisors 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 fintech wealth advisors, 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 fintech wealth advisors are there based in Singapore?
RevenueBase identified 87 fintech wealth advisors 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?
Financial Alliance PTE LTD, headquartered in Singapore, tops this list with the largest team on record.
Which city has the most fintech wealth advisors?
Singapore leads with 81 headquartered companies, followed by Downtown Core (3) and Merah (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 558 verified decision-maker contacts tracked across these 87 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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