Company lists · Data refreshed September 2026

Top 25 Goal based wealth management platforms based in Singapore

RevenueBase identified 101 goal based wealth management platforms headquartered in Singapore as of September 2026 and tracks 2,234 professional contacts across them, including 545 with verified work emails. Singapore is the largest hub.

This list covers goal based wealth management 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
101Companies
2,234Contacts tracked
545Verified emails
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The 25 largest goal based wealth management platforms based in Singapore

Ranked by team size
Top 25 of 101 goal based wealth management 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 goal based wealth management 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, 202651-200177 contacts →

Strong 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, 2026
3Strong evidenceSingaporeHQ checked Sep 28, 202651-200174 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
4Strong evidenceSingaporeHQ checked Sep 28, 2026201-500169 contacts →

Strong 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, 2026
5Indirect evidenceSingaporeHQ checked Sep 28, 202651-20070 contacts →

Indirect evidence

“The whole world.”

Source: RevenueBase Database · checked Sep 28, 2026
6Strong evidenceSingaporeHQ checked Sep 28, 202651-20068 contacts →

Strong 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, 2026
7Strong evidenceSingaporeHQ checked Sep 28, 202611-5044 contacts →

Strong evidence

“Headquartered in Singapore, we specialize in wealth management, investments, insurance planning and comprehensive financial planning to provide lifetime financial success and…”

Source: RevenueBase Database · checked Sep 28, 2026
8Strong evidenceSingaporeHQ checked Sep 28, 202611-5041 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceSingaporeHQ checked Sep 28, 202651-20039 contacts →

Indirect 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, 2026
10Strong evidenceSingaporeHQ checked Sep 28, 202611-5034 contacts →

Strong 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, 2026
11Indirect evidenceDowntown Core, SingaporeHQ checked Sep 28, 202651-20033 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
12Strong evidenceSingaporeHQ checked Sep 28, 202611-5030 contacts →

Strong evidence

“Farro Capital () is a Singapore headquartered wealth management platform and multi-family office.”

Source: RevenueBase Database · checked Sep 28, 2026
13Strong 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
14Partial evidenceSingaporeHQ checked Sep 28, 202611-5025 contacts →

Partial evidence

“Stewarding Wealth Since 1989.”

Source: RevenueBase Database · checked Sep 28, 2026
15Strong evidenceSingaporeHQ checked Sep 28, 202611-5023 contacts →

Strong evidence

“Established in 2009, Eightstone is a wealth management company based in Singapore.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceDowntown Core, SingaporeHQ checked Sep 28, 202611-5021 contacts →

Partial evidence

“Titans Private Wealth is a branch representing Manulife Financial Advisers.”

Source: RevenueBase Database · checked Sep 28, 2026
17Strong evidenceSingaporeHQ checked Sep 28, 202611-5019 contacts →

Strong 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
18Strong evidenceSingaporeHQ checked Sep 28, 202611-5018 contacts →

Strong evidence

“HP Wealth Management (S) Private Limited (“HPWM”) is an independent wealth management firm that provides independent and professional investment advice, and tailor-made investment…”

Source: RevenueBase Database · checked Sep 28, 2026
19Strong evidenceSingaporeHQ checked Sep 28, 202611-5018 contacts →

Strong evidence

“Ethan.ai revolutionizes wealth management by providing a comprehensive 360-degree view of a family's assets across multiple countries, platforms, and currencies.”

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidenceSingaporeHQ checked Sep 28, 202611-5017 contacts →

Partial evidence

“Covenant Capital is a Singapore-based independent wealth manager that operates on a fundamental bond between ourselves and the clients we serve – a bond built on professional and…”

Source: RevenueBase Database · checked Sep 28, 2026
21Strong evidenceSingaporeHQ checked Sep 28, 202611-5016 contacts →

Strong evidence

“As a member of Valuable Capital Group, Tickrs Financial Singapore stands as a leading wealth management firm committed to serving a diverse clientele.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceSingaporeHQ checked Sep 28, 20261-1016 contacts →

Indirect evidence

“You see opportunities, we see the future.”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect 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
24Partial evidenceSingaporeHQ checked Sep 28, 202611-5013 contacts →

Partial evidence

“We are dedicated towards helping our clients protect their wealth, sheltering their investments amid market complexities, and giving them the strength to grow their assets over…”

Source: RevenueBase Database · checked Sep 28, 2026
25Partial evidenceQueenstown, SingaporeHQ checked Sep 28, 202611-5013 contacts →

Partial evidence

“Spiking is a revolutionary investment platform that empowers individual investors to make informed decisions by providing access to complete portfolios of investment managers with…”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 101 goal based wealth management platforms based in Singapore

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Goal based wealth management platforms based in Singapore at a glance

As of Sep 28, 2026
24.4%Verified-email coverage
22.1Average contacts per company
11-50Median size (employees)
93.1%Largest-city concentration · Singapore
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
32
11-50
46
51-200
15
201-500
5
501-1,000
2
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 101 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 goal based wealth management 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 “goal based wealth management 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 goal based wealth management 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 goal based wealth management 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, 545 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.

Goal based wealth management 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 goal based wealth management 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 goal based wealth management platforms are there based in Singapore?

RevenueBase identified 101 goal based wealth management 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 goal based wealth management platforms?

Singapore leads with 94 headquartered companies, followed by Downtown Core (4) and Outram (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 545 verified decision-maker contacts tracked across these 101 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.