Company lists · Data refreshed September 2026

Top 18 Wealth management platforms based in Sweden

RevenueBase identified 32 wealth management platforms headquartered in Sweden as of September 2026 and tracks 351 professional contacts across them, including 191 with verified work emails. Stockholm is the largest hub.

This list covers wealth management platforms headquartered in Sweden, 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 14, 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 14, 2026 86% judged on-target in blind review
32Companies
351Contacts tracked
191Verified emails
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The 18 largest wealth management platforms based in Sweden

Ranked by team size
Top 18 of 32 wealth management platforms based in Sweden, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management platforms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceStockholm, SwedenHQ checked Sep 14, 2026201-50088 contacts →

Indirect evidence

“Our investment philosophy starts with you.”

Source: RevenueBase Database · checked Sep 14, 2026
2Partial evidenceStockholm, SwedenHQ checked Sep 14, 202611-5033 contacts →

Partial evidence

“JRS Asset Managements verksamhet handlar om att förvalta kundens tillgångar professionellt utifrån dennes specifika behov och leverera avkastning som ligger i linje med eller…”

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceStockholm, SwedenHQ checked Sep 14, 202611-5023 contacts →

Indirect evidence

“Graz Sweden AB creates solutions that address the unique needs of the financial services industry and other larger enterprises.”

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceStockholm, SwedenHQ checked Sep 14, 202611-5021 contacts →

Indirect evidence

“Dahlgren Capital is a Sweden- and Luxembourg-based investment firm, but it was Sweden that shaped us and we carry that origin in everything we do.”

Source: RevenueBase Database · checked Sep 14, 2026
5Partial evidenceStockholm, SwedenHQ checked Sep 14, 202611-5019 contacts →

Partial evidence

“Limina's investment management software helps everyone on your team from portfolio managers to investment operations save valuable time with smooth workflows & smart automation.”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceMalmö, SwedenHQ checked Sep 14, 20261-1013 contacts →

Indirect evidence

“Ericsson & Partners är en fristående förmögenhetsförvaltare med lång erfarenhet av framgångsrik förvaltning åt företag och privatpersoner.”

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidenceStockholm, SwedenHQ checked Sep 14, 202611-5011 contacts →

Indirect evidence

“Vår affärsidé är att bedriva en aktiv och riskkontrollerad förmögenhetsförvaltning och våra investeringsbeslut bygger på egen analys.”

Source: RevenueBase Database · checked Sep 14, 2026
8Partial evidenceGöteborg, SwedenHQ checked Sep 14, 20261-1011 contacts →

Partial evidence

“The modern private banking experience powered by AI - Track, optimize and grow your net worth in one platform.”

Source: RevenueBase Database · checked Sep 14, 2026
9Strong evidenceStockholm, SwedenHQ checked Sep 14, 202611-5010 contacts →

Strong evidence

“Garantum Wealth Management is athe Wealth Management / Private Banking arm of the structured products powerhouse Garantum, providing bespoke wealth management services…”

Source: RevenueBase Database · checked Sep 14, 2026
10Strong evidenceStockholm, SwedenHQ checked Sep 14, 20261-109 contacts →

Strong evidence

“Peak Asset Management is a partner-owned boutique wealth management firm in Stockholm, Sweden where the company's owners co-invest with its customers.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceStockholm, SwedenHQ checked Sep 14, 20261-107 contacts →

Indirect evidence

“Metafore är ett modernt och heltäckande system för finansiell rådgivning, försäkringsförmedling och kapitalförvaltning.”

Source: RevenueBase Database · checked Sep 14, 2026
12Partial evidenceStockholm, SwedenHQ checked Sep 14, 202611-507 contacts →

Partial evidence

“Fondab provides IT infrastructure for automated fund trading, payment flows and custody management.”

Source: RevenueBase Database · checked Sep 14, 2026
13Partial evidenceStockholm, SwedenHQ checked Sep 14, 202611-507 contacts →

Partial evidence

“Njorda provides institutional portfolio infrastructure for family offices and wealth managers.”

Source: RevenueBase Database · checked Sep 14, 2026
14Strong evidenceMalmö, SwedenHQ checked Sep 14, 20261-107 contacts →

Strong evidence

“Med en övertygelse om att marknaden för Wealth Management behöver förändras och att vägen framåt är en modell som kombinerar styrkan i personlig rådgivning med moderna digitala…”

Source: RevenueBase Database · checked Sep 14, 2026
15Strong evidenceStockholm, SwedenHQ checked Sep 14, 20261-107 contacts →

Strong evidence

“Sharpfin develops the next generation of Wealth Management Software, helping you as a wealth manager, risk manager or financial advisor to focus more on your core business and at…”

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceStockholm, SwedenHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“Inveztly cloud-based software offers modular and scalable advanced technological solutions, that aims to empower investors by providing them with the best tools to invest into the…”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidenceGöteborg, SwedenHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“Förmögenhetsrådgivning för dig som värderar resultat, transparens och personlig service.”

Source: RevenueBase Database · checked Sep 14, 2026
18Indirect evidenceStockholm, SwedenHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“Bäcke & Timerdal är en privatägd förmögenhetsförvaltare som arbetar aktivt med kvalificerad finansiell planering och kapitalförvaltning med nära och långsiktiga kundrelationer.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 18 of 32 wealth management platforms based in Sweden

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Wealth management platforms based in Sweden at a glance

As of Sep 14, 2026
54.4%Verified-email coverage
11.0Average contacts per company
1-10Median size (employees)
59.4%Largest-city concentration · Stockholm
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
13
201-500
1

Email recency for this list is measured worldwide rather than for Sweden, so it is reported there. Company counts and contact totals on this page are exact for Sweden, over 32 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 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 Sweden whose own description of what they do matches “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 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 wealth management platforms, and records with no verified work email. Companies headquartered outside Sweden 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, 191 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 14, 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.

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 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 wealth management platforms are there based in Sweden?

RevenueBase identified 32 wealth management platforms headquartered in Sweden 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?

Formue Sverige, headquartered in Goteborg Malmo, tops this list with the largest team on record.

Which city has the most wealth management platforms?

Stockholm leads with 19 headquartered companies, followed by Goteborg (3) and Malmo (2).

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 191 verified decision-maker contacts tracked across these 32 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 14, 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.