Company lists · Data refreshed November 2026

Top 14 Private wealth managers based in Jersey

RevenueBase identified 26 company matches for private wealth managers associated with Jersey as of November 2026 and tracks 3,923 professional contacts across them, including 2,735 with verified work emails. St Helier is the largest hub.

This list covers company matches for private wealth managers associated with Jersey, 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 November 6, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
26Companies
3,923Contacts tracked
2,735Verified emails
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The 14 largest private wealth managers based in Jersey

Ranked by team size
Top 14 of 26 company matches for private wealth managers based in Jersey, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSt. Helier, JerseyHQ recorded Nov 6, 20261,001-5,000938 contacts →

Exact match

“We are ZEDRA.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchSt Helier, JerseyHQ recorded Nov 6, 202611-5046 contacts →

Exact match

“Inspiring.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchSt Helier, JerseyHQ recorded Nov 6, 202611-5024 contacts →

Exact match

“Crestbridge Family Office Services helps families preserve and enhance their wealth.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchSt Helier, JerseyHQ recorded Nov 6, 202611-5020 contacts →

Exact match

“Founded in 2005, Pentera Trust is one of Jersey’s leading independent fiduciary services providers.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchSt. Helier, JerseyHQ recorded Nov 6, 202611-5017 contacts →

Exact match

“Garfield-Bennett is a member of Summit Group, a leading, independent provider of fiduciary, fund and advisory services.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchSt Helier, JerseyHQ recorded Nov 6, 202611-5016 contacts →

Exact match

“We provide investment solutions to high net worth individuals and family offices, and their advisers, with an emphasis on capital preservation and clear achievement of objectives…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchSt Helier, JerseyHQ recorded Nov 6, 202611-5012 contacts →

Exact match

“Advisa are one of Jersey’s leading and most trusted firms of independent financial planning professionals.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchSt Helier, JerseyHQ recorded Nov 6, 20261-1011 contacts →

Exact match

“Wealth management and financial planning specialists serving individuals, families and businesses in Jersey.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchSt Peter, JerseyHQ recorded Nov 6, 20261-109 contacts →

Exact match

“Welcome to SaSo Award-Winning Financial Advisory & Investment Management Planning on a comfortable financial future takes time.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchJerseyHQ recorded Nov 6, 202611-509 contacts →

Exact match

“As a leader in wealth management, our promise is simple: to provide the inspiration and expertise to help you embrace what's next.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchSt Helier, JerseyHQ recorded Nov 6, 20261-108 contacts →

Exact match

“With a wealth of industry experience, we deliver investment solutions in a thoughtful and transparent way – putting our clients and their needs at the absolute centre of…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchSt Helier, JerseyHQ recorded Nov 6, 20261-108 contacts →

Exact match

“Established in 2010, Wealth Jersey is an independent investment advisory and financial planning company.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchSt Helier, JerseyHQ recorded Nov 6, 202611-505 contacts →

Exact match

“We are an independent wealth management company, enabling clients to align values with their wealth.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchSt Ouen, JerseyHQ recorded Nov 6, 20261-101 contacts →

Exact match

“ADVISORY | CAPITAL | INTELLIGENCE SGB-AMANAH LIMITED was established by Dr Stuart Gibson and Gary Bellot to provide strategic advisory, capital and private wealth intelligence…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 14 of 26 private wealth managers based in Jersey

See the full list, filter by size, metro and specialty, and access 2,735 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Private wealth managers based in Jersey at a glance

As of Nov 6, 2026
69.7%Verified-email coverage
150.9Average contacts per company
11-50Median size (employees)
46.2%Largest-city concentration · St Helier
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
9
11-50
13
51-200
2
1,001-5,000
2

Email recency for this list is measured worldwide rather than for Jersey, so it is reported there. Company counts and contact totals on this page are exact for Jersey, over 26 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 Jersey whose business descriptions match “private wealth managers” 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 2,735 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 November 6, 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.

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 “private wealth managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many private wealth managers are there based in Jersey?

RevenueBase identified 26 company matches for private wealth managers associated with Jersey as of November 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?

Zedra Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most private wealth managers?

St Helier leads with 12 company records, followed by St. Helier (4) and St Ouen (1).

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 2,735 professional contacts with verified work emails tracked across these 26 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 November 6, 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 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.