Company lists · Data refreshed September 2026
Top 13 Senior financial planning firms based in Hong Kong
RevenueBase identified 51 company matches for senior financial planning firms associated with Hong Kong as of September 2026 and tracks 465 professional contacts across them, including 131 with verified work emails. Hong Kong is the largest hub.
This list covers company matches for senior financial planning firms associated with Hong Kong, 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 September 22, 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.
The 13 largest senior financial planning firms based in Hong Kong
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 142 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 2 | 33 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 22 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 4 | 18 contacts → | ||||
Exact match “LUKFOOK FINANCIAL SERVICES LIMITED (“LUKFOOK FINANCIAL" or "the Group”) is a licensed trademark user of Luk Fook Holdings Company Limited, which is a subsidiary of Luk Fook…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 5 | 15 contacts → | ||||
Exact match “Pyrmont Wealth Management is a leading team of forward-thinking individuals who believe in providing quality Life-Centred Financial Planning advice, delivered via our LifePlan…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 12 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 12 contacts → | ||||
Exact match “Since its conceptualization in 2005, finexis advisory has grown to become one of the largest independently-owned financial advisory firms in Singapore.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 8 | 9 contacts → | ||||
Exact match “Ernest Maude Property| Mortgage| Investment Services Property Perhaps you're on the threshold of buying your first home, or selling your home and buying another.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 8 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 3 contacts → | ||||
Exact match “Group E Company Limited is a regional leader in bespoke wealth planning solutions and financial consultation.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 11 | 2 contacts → | ||||
Exact match “Aria Forum provides highly personalised wealth planning services, investment management and tax planning.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 1 contacts → | ||||
Exact match “Both CMG Wealth Management Pte.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 13 | 1 contacts → | ||||
Exact match “Corry Wealth Coaching is a personalised service benefitting any individual who feels overwhelmed by finance and the market volatility that comes with investing.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “senior financial planning firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 13 of 51 senior financial planning firms based in Hong Kong
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Senior financial planning firms based in Hong Kong at a glance
As of Sep 22, 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 51 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 Hong Kong whose business descriptions match “senior financial planning firms” 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 131 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 September 22, 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 “senior financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many senior financial planning firms are there based in Hong Kong?
RevenueBase identified 51 company matches for senior financial planning firms associated with Hong Kong as of September 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?
AMG Financial Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most senior financial planning firms?
Hong Kong leads with 29 company records, followed by Hong (7) and Kong (2).
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 131 professional contacts with verified work emails tracked across these 51 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 September 22, 2026.
Ready to reach these companies? Verified emails and direct dials for all 51 senior financial planning firms based in Hong Kong. Start with a free account, no credit card.
Download this list →Related lists
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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.
More company lists
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- New lists
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Company intelligence · public preview
Top 13 senior financial planning firms based in Hong Kong
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 51 matching company records for senior financial planning firms based in Hong Kong, with 465 tracked contacts and 131 verified work emails.
This public preview shows 13 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 13 senior financial planning firms based in Hong Kong
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  AMG Financial Groupamgwealth.comHQ: 38/f, Hong KongReported employees: 1,001-5,000 | 38/f, Hong Kong | 1,001-5,000 | Exact match | 142 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Platinum Financial Servicesfsplatinum.comHQ: Hong KongReported employees: 11-50 | Hong Kong | 11-50 | Exact match | 33 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  International Financial Services Hong Kongifshongkong.comHQ: Hong, Hong KongReported employees: 11-50 | Hong, Hong Kong | 11-50 | Exact match | 22 contacts → |
“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.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  六福金融 Lukfook Financiallff.com.hkHQ: Hong KongReported employees: 201-500 | Hong Kong | 201-500 | Exact match | 18 contacts → |
“LUKFOOK FINANCIAL SERVICES LIMITED (“LUKFOOK FINANCIAL" or "the Group”) is a licensed trademark user of Luk Fook Holdings Company Limited, which is a subsidiary of Luk Fook…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Pyrmont Wealthpyrmontwm.comHQ: Hong KongReported employees: 11-50 | Hong Kong | 11-50 | Exact match | 15 contacts → |
“Pyrmont Wealth Management is a leading team of forward-thinking individuals who believe in providing quality Life-Centred Financial Planning advice, delivered via our LifePlan…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Alps Capital Management Limitedalpshk.comHQ: Hong KongReported employees: 11-50 | Hong Kong | 11-50 | Exact match | 12 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Finexis Advisory HK Limitedfinexis.com.hkHQ: Kowloon, Hong KongReported employees: 11-50 | Kowloon, Hong Kong | 11-50 | Exact match | 12 contacts → |
“Since its conceptualization in 2005, finexis advisory has grown to become one of the largest independently-owned financial advisory firms in Singapore.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Ernest Maudeernestmaude.com HQ: Hong KongReported employees: 1-10 | Hong Kong | 1-10 | Exact match | 9 contacts → |
“Ernest Maude Property| Mortgage| Investment Services Property Perhaps you're on the threshold of buying your first home, or selling your home and buying another.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Groveland Financial Services Limitedgroveland.com.hk HQ: Sheung Wan, Hong KongReported employees: 11-50 | Sheung Wan, Hong Kong | 11-50 | Exact match | 8 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Group E Company Limitedgroup-e.comHQ: Tsim Sha Tsui, Hong KongReported employees: 11-50 | Tsim Sha Tsui, Hong Kong | 11-50 | Exact match | 3 contacts → |
“Group E Company Limited is a regional leader in bespoke wealth planning solutions and financial consultation.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Aria Forum Wealth Managementariaforum.com HQ: Hong KongReported employees: 1-10 | Hong Kong | 1-10 | Exact match | 2 contacts → |
“Aria Forum provides highly personalised wealth planning services, investment management and tax planning.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | CMG Asia Pacificcmgapac.com HQ: Tsim Sha Tsui, Hong KongReported employees: 11-50 | Tsim Sha Tsui, Hong Kong | 11-50 | Exact match | 1 contacts → |
“Both CMG Wealth Management Pte.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Corry Wealth Coachingcorrywealthcoaching.com HQ: Hong KongReported employees: 1-10 | Hong Kong | 1-10 | Exact match | 1 contacts → |
“Corry Wealth Coaching is a personalised service benefitting any individual who feels overwhelmed by finance and the market volatility that comes with investing.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 13 of 51 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
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Senior financial planning firms: dataset insights
September 22, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
51 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 51 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 22, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for senior financial planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many senior financial planning firms did RevenueBase find based in Hong Kong?
The saved snapshot records 51 matching company records, 465 tracked contacts and 131 verified emails. The public preview displays 13 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 22, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Senior financial planning firms by geography
- Senior financial planning firms based in Adelaide, Australia
- Senior financial planning firms based in Brisbane City, Australia
- Senior financial planning firms based in Brisbane, Australia
- Senior financial planning firms based in Melbourne, Australia
- Senior financial planning firms based in North Sydney, Australia
- Senior financial planning firms based in Parramatta, Australia
- Senior financial planning firms based in Perth, Australia
- Senior financial planning firms based in Subiaco, Australia
- Senior financial planning firms based in Sydney, Australia
- Senior financial planning firms based in Belo Horizonte, Brazil
- Senior financial planning firms based in Curitiba, Brazil
- Senior financial planning firms based in Porto Alegre, Brazil
Cite this list
RevenueBase Data Team. Top 13 senior financial planning firms based in Hong Kong. Snapshot: September 22, 2026. https://revenuebase.ai/companies/senior-financial-planning-firms/hong-kong.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Senior financial planning firms based in Adelaide, Australia
- Senior financial planning firms based in Brisbane City, Australia
- Senior financial planning firms based in Brisbane, Australia
- Senior financial planning firms based in Melbourne, Australia
- Senior financial planning firms based in North Sydney, Australia
- Senior financial planning firms based in Parramatta, Australia
Company intelligence · public preview
Top 13 senior financial planning firms based in Hong Kong
RevenueBase records 51 matching company records for senior financial planning firms based in Hong Kong, with 465 tracked contacts and 131 verified work emails.
This public preview shows 13 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 13 senior financial planning firms based in Hong Kong
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | AMG Financial Groupamgwealth.com HQ: 38/f, Hong KongReported employees: 1,001-5,000 | 38/f, Hong Kong | 1,001-5,000 | Exact match | 142 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Platinum Financial Servicesfsplatinum.com HQ: Hong KongReported employees: 11-50 | Hong Kong | 11-50 | Exact match | 33 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | International Financial Services Hong Kongifshongkong.com HQ: Hong, Hong KongReported employees: 11-50 | Hong, Hong Kong | 11-50 | Exact match | 22 contacts → |
“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.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | 六福金融 Lukfook Financiallff.com.hk HQ: Hong KongReported employees: 201-500 | Hong Kong | 201-500 | Exact match | 18 contacts → |
“LUKFOOK FINANCIAL SERVICES LIMITED (“LUKFOOK FINANCIAL" or "the Group”) is a licensed trademark user of Luk Fook Holdings Company Limited, which is a subsidiary of Luk Fook…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Pyrmont Wealthpyrmontwm.com HQ: Hong KongReported employees: 11-50 | Hong Kong | 11-50 | Exact match | 15 contacts → |
“Pyrmont Wealth Management is a leading team of forward-thinking individuals who believe in providing quality Life-Centred Financial Planning advice, delivered via our LifePlan…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Alps Capital Management Limitedalpshk.com HQ: Hong KongReported employees: 11-50 | Hong Kong | 11-50 | Exact match | 12 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Finexis Advisory HK Limitedfinexis.com.hk HQ: Kowloon, Hong KongReported employees: 11-50 | Kowloon, Hong Kong | 11-50 | Exact match | 12 contacts → |
“Since its conceptualization in 2005, finexis advisory has grown to become one of the largest independently-owned financial advisory firms in Singapore.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Ernest Maudeernestmaude.com HQ: Hong KongReported employees: 1-10 | Hong Kong | 1-10 | Exact match | 9 contacts → |
“Ernest Maude Property| Mortgage| Investment Services Property Perhaps you're on the threshold of buying your first home, or selling your home and buying another.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Groveland Financial Services Limitedgroveland.com.hk HQ: Sheung Wan, Hong KongReported employees: 11-50 | Sheung Wan, Hong Kong | 11-50 | Exact match | 8 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Group E Company Limitedgroup-e.com HQ: Tsim Sha Tsui, Hong KongReported employees: 11-50 | Tsim Sha Tsui, Hong Kong | 11-50 | Exact match | 3 contacts → |
“Group E Company Limited is a regional leader in bespoke wealth planning solutions and financial consultation.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Aria Forum Wealth Managementariaforum.com HQ: Hong KongReported employees: 1-10 | Hong Kong | 1-10 | Exact match | 2 contacts → |
“Aria Forum provides highly personalised wealth planning services, investment management and tax planning.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | CMG Asia Pacificcmgapac.com HQ: Tsim Sha Tsui, Hong KongReported employees: 11-50 | Tsim Sha Tsui, Hong Kong | 11-50 | Exact match | 1 contacts → |
“Both CMG Wealth Management Pte.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Corry Wealth Coachingcorrywealthcoaching.com HQ: Hong KongReported employees: 1-10 | Hong Kong | 1-10 | Exact match | 1 contacts → |
“Corry Wealth Coaching is a personalised service benefitting any individual who feels overwhelmed by finance and the market volatility that comes with investing.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 13 of 51 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Senior financial planning firms: dataset insights
September 22, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
51 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 51 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 22, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for senior financial planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many senior financial planning firms did RevenueBase find based in Hong Kong?
The saved snapshot records 51 matching company records, 465 tracked contacts and 131 verified emails. The public preview displays 13 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 22, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
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Cite this list
RevenueBase Data Team. Top 13 senior financial planning firms based in Hong Kong. Snapshot: September 22, 2026. https://revenuebase.ai/companies/senior-financial-planning-firms/hong-kong.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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