Company lists · Data refreshed September 2026
Top 20 Goal based wealth management platforms based in Hong Kong
RevenueBase identified 62 company matches for goal based wealth management platforms associated with Hong Kong as of September 2026 and tracks 1,511 professional contacts across them, including 284 with verified work emails. Hong Kong is the largest hub.
This list covers company matches for goal based wealth management platforms associated with Hong Kong, 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 28, 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 20 largest goal based wealth management platforms based in Hong Kong
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 441 contacts → | ||||
Exact match “Futu Holdings Limited (Nasdaq: FUTU) is a leading fintech company committed to transforming the investing experience for investors worldwide.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 147 contacts → | ||||
Exact match “Privé Technologies is a leading B2B Software as a Service (SaaS) provider, helping financial institutions digitize their wealth management offerings using our modular platform.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 142 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 66 contacts → | ||||
Exact match “Quantifeed is a global leader in digital wealth and investment management technology.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 34 contacts → | ||||
Exact match “Athena Best Financial Group (“Athena Best”) always puts the best interests of its clients and business partners first.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 24 contacts → | ||||
Exact match “Rockpool is a boutique integrated wealth management firm that combines a unique depth of investment experience with a tailored service, focused on maximizing value and achieving…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 18 contacts → | ||||
Exact match “Centaline Financial Group” sticks to the principle of “We Build Wealth With You”, pursues to do its best to serve customers with “One-Stop” wealth management services and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 10 contacts → | ||||
Exact match “Belvest was originally established in Hong Kong in 1989.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 6 contacts → | ||||
Exact match “Our mission is to revolutionize the financial advisory and management industry by harnessing cutting-edge technology, promoting collaboration, and democratizing access to…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match “The Group’s key scope of business is wealth management which covers advisory services, discretionary portfolio management and funds.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 6 contacts → | ||||
Exact match “River Delta Wealth Management Company Limited is an asset management platform originated from a single family office.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “EverCrest Capital is dedicated to addressing key challenges in wealth management, offering comprehensive, one-stop services tailored to each client's needs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “ZUU Wealth Management is dedicated to delivering exceptional wealth planning and succession strategies for global high-net-worth individuals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “Founded in 1970, Winland Wealth is one of Hong Kong's most established and respected private wealth management institutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “Group E Company Limited is a regional leader in bespoke wealth planning solutions and financial consultation.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “DC Wealth Group (“DC Wealth”) is co-founded by senior bankers from Mainland China and Hong Kong, together with part of Alibaba Group’s founding shareholders and other investors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “A next-generation investment platform for a new generation of investors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Since 1993 ICC has been offering independent, expert Wealth Management solutions to private individuals, trustees and corporations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Aria Forum provides highly personalised wealth planning services, investment management and tax planning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “JS Wealth was founded in January 2017 by Jason Yau.” Recorded in the RevenueBase company graph · Sep 28, 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 “goal based wealth management platforms”. 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 20 of 62 goal based wealth management platforms based in Hong Kong
See the full list, filter by size, metro and specialty, and access 284 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Goal based wealth management platforms based in Hong Kong at a glance
As of Sep 28, 2026Companies by employee count
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 62 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 Hong Kong whose business descriptions match “goal based wealth management platforms” 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 284 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 28, 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.
Goal based wealth management platforms by metro
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 “goal based wealth management platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many goal based wealth management platforms are there based in Hong Kong?
RevenueBase identified 62 company matches for goal based wealth management platforms associated with Hong Kong 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?
Futu Holdings Limited tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most goal based wealth management platforms?
Hong Kong leads with 38 company records, followed by Kowloon (5) and Kong (4).
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 284 professional contacts with verified work emails tracked across these 62 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 62 goal based wealth management platforms based in Hong Kong. Start with a free account, no credit card.
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Goal based wealth management platforms by geography
- Goal based wealth management platforms based in Melbourne, Australia
- Goal based wealth management platforms based in Sydney, Australia
- Goal based wealth management platforms based in Sao Paulo, Brazil
- Goal based wealth management platforms based in Calgary, Canada
- Goal based wealth management platforms based in Toronto, Canada
- Goal based wealth management platforms based in Vancouver, Canada
- Goal based wealth management platforms based in Bordeaux, France
- Goal based wealth management platforms based in Lyon, France
- Goal based wealth management platforms based in Paris, France
- Goal based wealth management platforms based in Hong Kong, Hong Kong
- Goal based wealth management platforms based in Bangalore, India
- Goal based wealth management platforms based in Hyderabad, India
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.
More company lists
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- Lists A-Z
- New lists
- Goal based wealth management platforms based in Melbourne, Australia
- Goal based wealth management platforms based in Sydney, Australia
- Goal based wealth management platforms based in Sao Paulo, Brazil
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- Goal based wealth management platforms based in Vancouver, Canada
Company intelligence · public preview
Top 20 goal based wealth management platforms based in Hong Kong
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 62 matching company records for goal based wealth management platforms based in Hong Kong, with 1,511 tracked contacts and 284 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 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 20 goal based wealth management platforms based in Hong Kong
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 |  Futu Holdings Limitedfutuholdings.comHQ: 香港, Hong KongReported employees: 1,001-5,000 | 香港, Hong Kong | 1,001-5,000 | Exact match | 441 contacts → |
“Futu Holdings Limited (Nasdaq: FUTU) is a leading fintech company committed to transforming the investing experience for investors worldwide.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Privé Technologiesprivetechnologies.comHQ: Hong KongReported employees: 51-200 | Hong Kong | 51-200 | Exact match | 147 contacts → |
“Privé Technologies is a leading B2B Software as a Service (SaaS) provider, helping financial institutions digitize their wealth management offerings using our modular platform.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  AMG Financial Groupamgwealth.comHQ: 38/f, Hong KongReported employees: 1,001-5,000 | 38/f, Hong Kong | 1,001-5,000 | Exact match | 142 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Quantifeedquantifeed.comHQ: Wan Chai, Hong KongReported employees: 51-200 | Wan Chai, Hong Kong | 51-200 | Exact match | 66 contacts → |
“Quantifeed is a global leader in digital wealth and investment management technology.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Athena Best Financial Groupathenabest.comHQ: Island East, Hong KongReported employees: 51-200 | Island East, Hong Kong | 51-200 | Exact match | 34 contacts → |
“Athena Best Financial Group (“Athena Best”) always puts the best interests of its clients and business partners first.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Rockpool Capital Limitedrockpoolcap.comHQ: Hong KongReported employees: 11-50 | Hong Kong | 11-50 | Exact match | 24 contacts → |
“Rockpool is a boutique integrated wealth management firm that combines a unique depth of investment experience with a tailored service, focused on maximizing value and achieving…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Centaline Financial Group 中原金融hk.centawealth.com HQ: Hong KongReported employees: 201-500 | Hong Kong | 201-500 | Exact match | 18 contacts → |
“Centaline Financial Group” sticks to the principle of “We Build Wealth With You”, pursues to do its best to serve customers with “One-Stop” wealth management services and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Central, Hong KongReported employees: 11-50 | Central, Hong Kong | 11-50 | Exact match | 10 contacts → |
“Belvest was originally established in Hong Kong in 1989.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Koizaikoizai.comHQ: Causeway Bay, Hong KongReported employees: 1-10 | Causeway Bay, Hong Kong | 1-10 | Exact match | 6 contacts → |
“Our mission is to revolutionize the financial advisory and management industry by harnessing cutting-edge technology, promoting collaboration, and democratizing access to…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Frontier Financial Group Limitedffgwm.comHQ: Hong KongReported employees: 11-50 | Hong Kong | 11-50 | Exact match | 6 contacts → |
“The Group’s key scope of business is wealth management which covers advisory services, discretionary portfolio management and funds.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  River Delta Wealth Managementriverdeltawm.comHQ: Hong KongReported employees: 1-10 | Hong Kong | 1-10 | Exact match | 6 contacts → |
“River Delta Wealth Management Company Limited is an asset management platform originated from a single family office.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Evercrest Capital Limitedevercrestcap.com HQ: Kowloon, Hong KongReported employees: 11-50 | Kowloon, Hong Kong | 11-50 | Exact match | 5 contacts → |
“EverCrest Capital is dedicated to addressing key challenges in wealth management, offering comprehensive, one-stop services tailored to each client's needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | ZUU Wealth Managementzuu.com.hk HQ: Kong, Hong KongReported employees: 201-500 | Kong, Hong Kong | 201-500 | Exact match | 4 contacts → |
“ZUU Wealth Management is dedicated to delivering exceptional wealth planning and succession strategies for global high-net-worth individuals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Winland Wealth Management Limitedwinlandwealth.comHQ: 香港, Hong KongReported employees: 1-10 | 香港, Hong Kong | 1-10 | Exact match | 4 contacts → |
“Founded in 1970, Winland Wealth is one of Hong Kong's most established and respected private wealth management institutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Group E Company Limitedgroup-e.comHQ: Tsim Sha Tsui, Hong KongReported employees: 11-50 | Tsim Sha Tsui, Hong Kong | 11-50 | Exact match | 3 contacts → |
“Group E Company Limited is a regional leader in bespoke wealth planning solutions and financial consultation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  DC Wealth Management HK Limiteddcwealth.comHQ: Hong KongReported employees: 11-50 | Hong Kong | 11-50 | Exact match | 3 contacts → |
“DC Wealth Group (“DC Wealth”) is co-founded by senior bankers from Mainland China and Hong Kong, together with part of Alibaba Group’s founding shareholders and other investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Chain Of Demandchainofdemand.coHQ: Hong KongReported employees: 1-10 | Hong Kong | 1-10 | Exact match | 3 contacts → |
“A next-generation investment platform for a new generation of investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | International Commerce Corporationiccfinancial.com HQ: Hong KongReported employees: 11-50 | Hong Kong | 11-50 | Exact match | 2 contacts → |
“Since 1993 ICC has been offering independent, expert Wealth Management solutions to private individuals, trustees and corporations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Aria Forum Wealth Managementariaforum.com HQ: Hong KongReported employees: 1-10 | Hong Kong | 1-10 | Exact match | 2 contacts → |
“Aria Forum provides highly personalised wealth planning services, investment management and tax planning.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  JS Wealthjswealthglobal.comHQ: Hong KongReported employees: 1-10 | Hong Kong | 1-10 | Exact match | 1 contacts → |
“JS Wealth was founded in January 2017 by Jason Yau.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 62 company matches
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Goal based wealth management platforms: dataset insights
September 28, 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
62 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 Hong Kong, so it is reported there. Company counts and contact totals on this page are exact for Hong Kong, over 62 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 28, 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 ↗
Goal based wealth management platforms by metro
Questions about this company list
What does Exact match mean for goal based wealth management platforms?
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 goal based wealth management platforms did RevenueBase find based in Hong Kong?
The saved snapshot records 62 matching company records, 1,511 tracked contacts and 284 verified emails. The public preview displays 20 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 28, 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
Goal based wealth management platforms by geography
- Goal based wealth management platforms based in Melbourne, Australia
- Goal based wealth management platforms based in Sydney, Australia
- Goal based wealth management platforms based in Sao Paulo, Brazil
- Goal based wealth management platforms based in Calgary, Canada
- Goal based wealth management platforms based in Toronto, Canada
- Goal based wealth management platforms based in Vancouver, Canada
- Goal based wealth management platforms based in Bordeaux, France
- Goal based wealth management platforms based in Lyon, France
- Goal based wealth management platforms based in Paris, France
- Goal based wealth management platforms based in Hong Kong, Hong Kong
- Goal based wealth management platforms based in Bangalore, India
- Goal based wealth management platforms based in Hyderabad, India
Cite this list
RevenueBase Data Team. Top 20 goal based wealth management platforms based in Hong Kong. Snapshot: September 28, 2026. https://revenuebase.ai/companies/goal-based-wealth-management-platforms/hong-kong.
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
- Goal based wealth management platforms based in Melbourne, Australia
- Goal based wealth management platforms based in Sydney, Australia
- Goal based wealth management platforms based in Sao Paulo, Brazil
- Goal based wealth management platforms based in Calgary, Canada
- Goal based wealth management platforms based in Toronto, Canada
- Goal based wealth management platforms based in Vancouver, Canada
Company intelligence · public preview
Top 20 goal based wealth management platforms based in Hong Kong
RevenueBase records 62 matching company records for goal based wealth management platforms based in Hong Kong, with 1,511 tracked contacts and 284 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 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 20 goal based wealth management platforms based in Hong Kong
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 | Futu Holdings Limitedfutuholdings.com HQ: 香港, Hong KongReported employees: 1,001-5,000 | 香港, Hong Kong | 1,001-5,000 | Exact match | 441 contacts → |
“Futu Holdings Limited (Nasdaq: FUTU) is a leading fintech company committed to transforming the investing experience for investors worldwide.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Privé Technologiesprivetechnologies.com HQ: Hong KongReported employees: 51-200 | Hong Kong | 51-200 | Exact match | 147 contacts → |
“Privé Technologies is a leading B2B Software as a Service (SaaS) provider, helping financial institutions digitize their wealth management offerings using our modular platform.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | AMG Financial Groupamgwealth.com HQ: 38/f, Hong KongReported employees: 1,001-5,000 | 38/f, Hong Kong | 1,001-5,000 | Exact match | 142 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Quantifeedquantifeed.com HQ: Wan Chai, Hong KongReported employees: 51-200 | Wan Chai, Hong Kong | 51-200 | Exact match | 66 contacts → |
“Quantifeed is a global leader in digital wealth and investment management technology.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Athena Best Financial Groupathenabest.com HQ: Island East, Hong KongReported employees: 51-200 | Island East, Hong Kong | 51-200 | Exact match | 34 contacts → |
“Athena Best Financial Group (“Athena Best”) always puts the best interests of its clients and business partners first.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Rockpool Capital Limitedrockpoolcap.com HQ: Hong KongReported employees: 11-50 | Hong Kong | 11-50 | Exact match | 24 contacts → |
“Rockpool is a boutique integrated wealth management firm that combines a unique depth of investment experience with a tailored service, focused on maximizing value and achieving…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Centaline Financial Group 中原金融hk.centawealth.com HQ: Hong KongReported employees: 201-500 | Hong Kong | 201-500 | Exact match | 18 contacts → |
“Centaline Financial Group” sticks to the principle of “We Build Wealth With You”, pursues to do its best to serve customers with “One-Stop” wealth management services and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Central, Hong KongReported employees: 11-50 | Central, Hong Kong | 11-50 | Exact match | 10 contacts → |
“Belvest was originally established in Hong Kong in 1989.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Koizaikoizai.com HQ: Causeway Bay, Hong KongReported employees: 1-10 | Causeway Bay, Hong Kong | 1-10 | Exact match | 6 contacts → |
“Our mission is to revolutionize the financial advisory and management industry by harnessing cutting-edge technology, promoting collaboration, and democratizing access to…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Frontier Financial Group Limitedffgwm.com HQ: Hong KongReported employees: 11-50 | Hong Kong | 11-50 | Exact match | 6 contacts → |
“The Group’s key scope of business is wealth management which covers advisory services, discretionary portfolio management and funds.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | River Delta Wealth Managementriverdeltawm.com HQ: Hong KongReported employees: 1-10 | Hong Kong | 1-10 | Exact match | 6 contacts → |
“River Delta Wealth Management Company Limited is an asset management platform originated from a single family office.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Evercrest Capital Limitedevercrestcap.com HQ: Kowloon, Hong KongReported employees: 11-50 | Kowloon, Hong Kong | 11-50 | Exact match | 5 contacts → |
“EverCrest Capital is dedicated to addressing key challenges in wealth management, offering comprehensive, one-stop services tailored to each client's needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | ZUU Wealth Managementzuu.com.hk HQ: Kong, Hong KongReported employees: 201-500 | Kong, Hong Kong | 201-500 | Exact match | 4 contacts → |
“ZUU Wealth Management is dedicated to delivering exceptional wealth planning and succession strategies for global high-net-worth individuals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Winland Wealth Management Limitedwinlandwealth.com HQ: 香港, Hong KongReported employees: 1-10 | 香港, Hong Kong | 1-10 | Exact match | 4 contacts → |
“Founded in 1970, Winland Wealth is one of Hong Kong's most established and respected private wealth management institutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Group E Company Limitedgroup-e.com HQ: Tsim Sha Tsui, Hong KongReported employees: 11-50 | Tsim Sha Tsui, Hong Kong | 11-50 | Exact match | 3 contacts → |
“Group E Company Limited is a regional leader in bespoke wealth planning solutions and financial consultation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | DC Wealth Management HK Limiteddcwealth.com HQ: Hong KongReported employees: 11-50 | Hong Kong | 11-50 | Exact match | 3 contacts → |
“DC Wealth Group (“DC Wealth”) is co-founded by senior bankers from Mainland China and Hong Kong, together with part of Alibaba Group’s founding shareholders and other investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Chain Of Demandchainofdemand.co HQ: Hong KongReported employees: 1-10 | Hong Kong | 1-10 | Exact match | 3 contacts → |
“A next-generation investment platform for a new generation of investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | International Commerce Corporationiccfinancial.com HQ: Hong KongReported employees: 11-50 | Hong Kong | 11-50 | Exact match | 2 contacts → |
“Since 1993 ICC has been offering independent, expert Wealth Management solutions to private individuals, trustees and corporations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Aria Forum Wealth Managementariaforum.com HQ: Hong KongReported employees: 1-10 | Hong Kong | 1-10 | Exact match | 2 contacts → |
“Aria Forum provides highly personalised wealth planning services, investment management and tax planning.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | JS Wealthjswealthglobal.com HQ: Hong KongReported employees: 1-10 | Hong Kong | 1-10 | Exact match | 1 contacts → |
“JS Wealth was founded in January 2017 by Jason Yau.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 62 company matches
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Goal based wealth management platforms: dataset insights
September 28, 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
62 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 Hong Kong, so it is reported there. Company counts and contact totals on this page are exact for Hong Kong, over 62 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 28, 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 ↗
Goal based wealth management platforms by metro
Questions about this company list
What does Exact match mean for goal based wealth management platforms?
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 goal based wealth management platforms did RevenueBase find based in Hong Kong?
The saved snapshot records 62 matching company records, 1,511 tracked contacts and 284 verified emails. The public preview displays 20 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 28, 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
Goal based wealth management platforms by geography
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- Goal based wealth management platforms based in Hong Kong, Hong Kong
- Goal based wealth management platforms based in Bangalore, India
- Goal based wealth management platforms based in Hyderabad, India
Cite this list
RevenueBase Data Team. Top 20 goal based wealth management platforms based in Hong Kong. Snapshot: September 28, 2026. https://revenuebase.ai/companies/goal-based-wealth-management-platforms/hong-kong.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Goal based wealth management platforms based in Melbourne, Australia
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