Company lists · Data refreshed September 2026

Top 24 Institutional investment advisors based in Hong Kong

Name: Institutional investment advisors based in Hong Kong
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 85 companies tracked

RevenueBase identified 85 institutional investment advisors headquartered in Hong Kong as of September 2026 and tracks 1,950 professional contacts across them, including 335 with verified work emails. Hong Kong is the largest hub.

This list covers institutional investment advisors 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 20, 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 20, 2026 86% judged on-target in blind review

85Companies

1,950Contacts tracked

335Verified emails

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The 24 largest institutional investment advisors based in Hong Kong

Ranked by team size

Top 24 of 85 institutional investment advisors based in Hong Kong, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to institutional investment advisors: 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	CMB International	Indirect evidence	Hong KongHQ checked Sep 20, 2026	501-1,000	392 contacts →
	Indirect evidence “Established and registered in Hong Kong, CMB International Capital Corporation Limited (“CMBI”) is a wholly-owned subsidiary of China Merchant Bank (“CMB”).” Source: RevenueBase Database · checked Sep 20, 2026
2	AMG Financial Group	Partial evidence	38/f, Hong KongHQ checked Sep 20, 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 20, 2026
3	Centaline Financial Services Limited 中原理財	Partial evidence	Hong KongHQ checked Sep 20, 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 20, 2026
4	Kingkey Financial International 京基金融國際	Indirect evidence	Hong, Hong KongHQ checked Sep 20, 2026	51-200	37 contacts →
	Indirect evidence “Kingkey Financial International (Holdings) Limited (1468.HK)(Formerly known as “UKF (Holdings) Limited”) was listed on “Growth Enterprise Market” (GEM) of the Hong Kong Stock…” Source: RevenueBase Database · checked Sep 20, 2026
5	Athena Best Financial Group	Indirect evidence	Island East, Hong KongHQ checked Sep 20, 2026	51-200	34 contacts →
	Indirect evidence “Athena Best Financial Group (“Athena Best”) always puts the best interests of its clients and business partners first.” Source: RevenueBase Database · checked Sep 20, 2026
6	Platinum Financial Services	Indirect evidence	Hong KongHQ checked Sep 20, 2026	11-50	33 contacts →
	Indirect 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 20, 2026
7	Alētheia Capital	Strong evidence	Hong KongHQ checked Sep 20, 2026	11-50	29 contacts →
	Strong evidence “Alētheia Capital has built Asia’s #1 & First Full scale and Largest Independent Investment Advisory Firm through organic growth as well as (three) acquisitions.” Source: RevenueBase Database · checked Sep 20, 2026
8	International Financial Services Hong Kong	Indirect evidence	Hong, Hong KongHQ checked Sep 20, 2026	11-50	22 contacts →
	Indirect evidence “The company adopts a straightforward approach that is centred on integrity, clear communication and a focus on the long-term financial security of our clients.” Source: RevenueBase Database · checked Sep 20, 2026
9	Nice Talent Asset Management Limited	Indirect evidence	Hong KongHQ checked Sep 20, 2026	11-50	15 contacts →
	Indirect evidence “Nice Talent Asset Management Limited (NTAM) was founded in 2018 by capable professionals in portfolio management and asset allocation across multiple asset classes.” Source: RevenueBase Database · checked Sep 20, 2026
10	Frontier Financial Advisory Services LTD	Partial evidence	Kowloon Bay, Hong KongHQ checked Sep 20, 2026	51-200	13 contacts →
	Partial evidence “Frontier Financial Advisory Services Limited is a fast-growing asset manager and wealth consultant.” Source: RevenueBase Database · checked Sep 20, 2026
11	Finexis Advisory HK Limited	Partial evidence	Kowloon, Hong KongHQ checked Sep 20, 2026	11-50	12 contacts →
	Partial evidence “Since its conceptualization in 2005, finexis advisory has grown to become one of the largest independently-owned financial advisory firms in Singapore.” Source: RevenueBase Database · checked Sep 20, 2026
12	BLS Capital	Strong evidence	Hong KongHQ checked Sep 20, 2026	11-50	12 contacts →
	Strong evidence “BLS Capital was founded by a group of highly experienced investment professionals from renowned financial institutions in Asia.” Source: RevenueBase Database · checked Sep 20, 2026
13	CLC Group Limited	Partial evidence	Kowloon, Hong KongHQ checked Sep 20, 2026	11-50	11 contacts →
	Partial evidence “About Us CLC is a Hong Kong-based investment & financial service firm managing multiple strategies worldwide.” Source: RevenueBase Database · checked Sep 20, 2026
14	HSZ Group	Partial evidence	Central And Western District, Hong KongHQ checked Sep 20, 2026	1-10	10 contacts →
	Partial evidence “HSZ Group is an award-winning investment management company, incorporated in Switzerland 24 years ago.” Source: RevenueBase Database · checked Sep 20, 2026
15	Groveland Financial Services Limited	Partial evidence	Sheung Wan, Hong KongHQ checked Sep 20, 2026	11-50	8 contacts →
	Partial evidence “Groveland Financial Services Limited ("Groveland") consists of a team of financial planners located in Hong Kong, keen to use insurance and investment products as tools to help…” Source: RevenueBase Database · checked Sep 20, 2026
16	Gavekal Capital	Indirect evidence	Hong KongHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect evidence “With a world-renowned research expertise, a presence on 3 continents and more than USD 2.4 Billion under management, Gavekal Capital is ready to tackle the challenges of today’s…” Source: RevenueBase Database · checked Sep 20, 2026
17	Frontier Financial Group Limited	Partial evidence	Hong KongHQ checked Sep 20, 2026	11-50	6 contacts →
	Partial evidence “The Group’s key scope of business is wealth management which covers advisory services, discretionary portfolio management and funds.” Source: RevenueBase Database · checked Sep 20, 2026
18	Redwood Peak	Partial evidence	Hong KongHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “Redwood Peak is a Hong Kong based asset manager focused on fund management and separate account management for high net worth individuals, family offices and institutions.” Source: RevenueBase Database · checked Sep 20, 2026
19	BTL Asset Management Company Limited	Strong evidence	Tsim Sha Tsui, Hong KongHQ checked Sep 20, 2026	11-50	4 contacts →
	Strong evidence “BTL Asset Management: Expanding Possibilities through Innovation since 2015 BTL offers comprehensive investment solutions for high-net-worth, family office and institutional…” Source: RevenueBase Database · checked Sep 20, 2026
20	Midas Securities Limited	Partial evidence	Wan Chai, Hong KongHQ checked Sep 20, 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 20, 2026
21	Austen Capital Partners	Strong evidence	Central, Hong KongHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “Branded as an investment boutique, Austen Capital provides bespoke investment solutions to financial institutions, corporates and high net worth individuals.” Source: RevenueBase Database · checked Sep 20, 2026
22	Novel Wealth Management Limited	Strong evidence	Hong KongHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “We seek to provide investment management and advisory services to high net-worth individual and institutional investors.” Source: RevenueBase Database · checked Sep 20, 2026
23	Goji Consulting Limited	Strong evidence	Causeway Bay, Hong KongHQ checked Sep 20, 2026	1-10	1 contacts →
	Strong evidence “Established in 2016, Goji Consulting is an independent consulting company focusing on investment governance advisory and market research for asset owners, especially DC pension…” Source: RevenueBase Database · checked Sep 20, 2026
24	Weltraum Limited	Strong evidence	Hong KongHQ checked Sep 20, 2026	1-10	1 contacts →
	Strong evidence “Investments and advisory” Source: RevenueBase Database · checked Sep 20, 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: institutional investment 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 institutional investment advisors.
Partial evidence: Its own public description names part of institutional investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name institutional investment 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 24 of 85 institutional investment advisors based in Hong Kong

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Institutional investment advisors based in Hong Kong at a glance

As of Sep 20, 2026

17.2%Verified-email coverage

22.9Average contacts per company

11-50Median size (employees)

55.3%Largest-city concentration · Hong Kong

Sep 20, 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 85 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 institutional investment 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 Hong Kong whose own description of what they do matches “institutional investment 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 institutional investment 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 institutional investment advisors, 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, 335 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 20, 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.

Institutional investment advisors by metro

Institutional investment advisors in Hong Kong47

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 institutional investment 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 institutional investment advisors are there based in Hong Kong?

RevenueBase identified 85 institutional investment advisors 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?

CMB International, headquartered in Hong Kong, tops this list with the largest team on record.

Which city has the most institutional investment advisors?

Hong Kong leads with 47 headquartered companies, followed by Hong (11) and Kowloon (4).

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 335 verified decision-maker contacts tracked across these 85 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 20, 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.