Company lists · Data refreshed September 2026
Top 23 Insurance brokers for wealth planning based in Hong Kong
RevenueBase identified 79 insurance brokers for wealth planning headquartered in Hong Kong as of September 2026 and tracks 2,765 professional contacts across them, including 452 with verified work emails. Hong Kong is the largest hub.
This list covers insurance brokers for wealth planning 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 17, 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 23 largest insurance brokers for wealth planning based in Hong Kong
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 517 contacts → | ||||
Indirect evidence “BOC Group Life Assurance Company Limited (“BOC Life”) was founded in Hong Kong and has served the local market for years.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 2 | 403 contacts → | ||||
Partial evidence “FTLife Insurance Company Limited ("FTLife") is one of Hong Kong's most well-established life insurance companies and a wholly-owned subsidiary of NWS Holdings Limited.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 3 | 217 contacts → | ||||
Partial evidence “Chubb is a world leader in insurance.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 17, 2026Thanks. The Data Team will review it. | |||||
| 5 | 108 contacts → | ||||
Strong evidence “We are a leading international insurance broker serving companies, families and individuals.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 6 | 50 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 7 | 40 contacts → | ||||
Partial evidence “Welcome to the Alliance Group The World's largest producer of international insurance and one of the most respected brands within global financial services providing services to…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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 17, 2026Thanks. The Data Team will review it. | |||||
| 9 | 32 contacts → | ||||
Indirect evidence “Headquartered in Hong Kong since Grandtag Financial Consultancy (“GFC”) is one of the largest independent financial advisory firms.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 10 | 29 contacts → | ||||
Strong evidence “Nova Insurance (formerly known as New World Insurance) has been a dynamic and respected insurance broker since 1988.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 11 | 26 contacts → | ||||
Partial evidence “We are a wealth management and private finance firm created to deal with the desires and ambitions of individuals, businesses, and families.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 12 | 22 contacts → | ||||
Strong evidence “At AWM, we are more than just an insurance and wealth management company - we are your trusted partner in building a brighter, secure future.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 13 | 19 contacts → | ||||
Partial evidence “More than Insurance” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 14 | 14 contacts → | ||||
Indirect evidence “CCW Global was incorporated by its two founders as a result of their shared desire to deliver new and more sophisticated risk management techniques for all companies ranging in…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 15 | 12 contacts → | ||||
Partial evidence “We are an independent wealth advisory firm that leverages our experience and extensive relationships in the banking and investment sectors to meet the long term customized needs…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 16 | 10 contacts → | ||||
Indirect evidence “Belvest was originally established in Hong Kong in 1989.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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 17, 2026Thanks. The Data Team will review it. | |||||
| 18 | 8 contacts → | ||||
Strong evidence “Premier Insurance Brokers Limited is a boutique insurance and re-insurance broking firm.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 19 | 7 contacts → | ||||
Partial evidence “Headquartered in Hong Kong, Blue Concept Asia is a boutique independent wealth solutions and management consulting firm serving clients across Asia, the Middle-East, South…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Strong evidence “ZUU Wealth Management is dedicated to delivering exceptional wealth planning and succession strategies for global high-net-worth individuals.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Strong evidence “Group E Company Limited is a regional leader in bespoke wealth planning solutions and financial consultation.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3 contacts → | ||||
Indirect 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 17, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 17, 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: insurance brokers for wealth planning. 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 insurance brokers for wealth planning.
- Partial evidence
- Its own public description names part of insurance brokers for wealth planning, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name insurance brokers for wealth planning. 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 23 of 79 insurance brokers for wealth planning based in Hong Kong
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Insurance brokers for wealth planning based in Hong Kong at a glance
As of Sep 17, 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 79 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 insurance brokers for wealth planning, 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 “insurance brokers for wealth planning”. 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 insurance brokers for wealth planning), 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 insurance brokers for wealth planning, 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, 452 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 17, 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.
Insurance brokers for wealth planning by metro
- Insurance brokers for wealth planning in Hong Kong41
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 insurance brokers for wealth planning, 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 insurance brokers for wealth planning are there based in Hong Kong?
RevenueBase identified 79 insurance brokers for wealth planning 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?
BOC Group Life Assurance Company Limited, headquartered in Hong Kong, tops this list with the largest team on record.
Which city has the most insurance brokers for wealth planning?
Hong Kong leads with 41 headquartered companies, followed by Hong (8) and Kowloon (8).
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 452 verified decision-maker contacts tracked across these 79 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 17, 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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