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.
The 25 largest goal based wealth management platforms based in Singapore
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 405 contacts → | ||||
Indirect evidence “We specialise in expert, one-to-one advice.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 177 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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. | |||||
| 4 | 169 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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 70 contacts → | ||||
Indirect evidence “The whole world.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 68 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 44 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, 2026Thanks. The Data Team will review it. | |||||
| 8 | 41 contacts → | ||||
Strong 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 → | ||||
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, 2026Thanks. The Data Team will review it. | |||||
| 10 | 34 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, 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 → | ||||
Strong evidence “Farro Capital () is a Singapore headquartered wealth management platform and multi-family office.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 30 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, 2026Thanks. The Data Team will review it. | |||||
| 14 | 25 contacts → | ||||
Partial evidence “Stewarding Wealth Since 1989.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 23 contacts → | ||||
Strong evidence “Established in 2009, Eightstone is a wealth management company based in Singapore.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 21 contacts → | ||||
Partial evidence “Titans Private Wealth is a branch representing Manulife Financial Advisers.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 19 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, 2026Thanks. The Data Team will review it. | |||||
| 18 | 18 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, 2026Thanks. The Data Team will review it. | |||||
| 19 | 18 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, 2026Thanks. The Data Team will review it. | |||||
| 20 | 17 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, 2026Thanks. The Data Team will review it. | |||||
| 21 | 16 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, 2026Thanks. The Data Team will review it. | |||||
| 22 | 16 contacts → | ||||
Indirect evidence “You see opportunities, we see the future.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 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. | |||||
| 24 | 13 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, 2026Thanks. The Data Team will review it. | |||||
| 25 | 13 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, 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: goal based wealth management 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 goal based wealth management platforms.
- Partial evidence
- Its own public description names part of goal based wealth management platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name goal based wealth management 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 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, 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 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.
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