Company lists · Data refreshed September 2026

Top 20 Wealth management software companies based in Hong Kong

RevenueBase identified 57 wealth management software companies headquartered in Hong Kong as of September 2026 and tracks 915 professional contacts across them, including 201 with verified work emails. Hong Kong is the largest hub.

This list covers wealth management software companies 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 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
57Companies
915Contacts tracked
201Verified emails
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The 20 largest wealth management software companies based in Hong Kong

Ranked by team size
Top 20 of 57 wealth management software companies based in Hong Kong, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management software companies: 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
1Strong evidenceHong KongHQ checked Sep 14, 202651-200147 contacts →

Strong evidence

“Privé Technologies is a leading B2B Software as a Service (SaaS) provider, helping financial institutions digitize their wealth management offerings using our modular platform.”

Source: RevenueBase Database · checked Sep 14, 2026
2Strong evidence38/f, Hong KongHQ checked Sep 14, 20261,001-5,000142 contacts →

Strong 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 14, 2026
3Indirect evidenceKennedy Town, Hong KongHQ checked Sep 14, 202611-5083 contacts →

Indirect evidence

“At EFA, we specialise in helping each of our clients to manage financial data more effectively.”

Source: RevenueBase Database · checked Sep 14, 2026
4Strong evidenceWan Chai, Hong KongHQ checked Sep 14, 202651-20066 contacts →

Strong evidence

“Quantifeed is a global leader in digital wealth and investment management technology.”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidenceKowloon, Hong KongHQ checked Sep 14, 202611-5012 contacts →

Indirect 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 14, 2026
6Strong evidenceHong KongHQ checked Sep 14, 202611-5010 contacts →

Strong evidence

“The Primary focus of LCA Solutions Limited is to service the families’ wealth management needs and provide corporate advisory solutions for their family business.”

Source: RevenueBase Database · checked Sep 14, 2026
7Strong evidenceHong, Hong KongHQ checked Sep 14, 20261-106 contacts →

Strong evidence

“ANETO is an independent wealth management company and multifamily office founded by senior bankers with decades of experience in private banking, asset management, operations and…”

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceHong KongHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“There are many firms in Asia that can offer financial services to moneyed investors.”

Source: RevenueBase Database · checked Sep 14, 2026
9Partial evidenceCauseway Bay, Hong KongHQ checked Sep 14, 20261-106 contacts →

Partial evidence

“Our mission is to revolutionize the financial advisory and management industry by harnessing cutting-edge technology, promoting collaboration, and democratizing access to…”

Source: RevenueBase Database · checked Sep 14, 2026
10Strong evidenceHong KongHQ checked Sep 14, 202611-506 contacts →

Strong 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 14, 2026
11Strong evidenceHong KongHQ checked Sep 14, 20261-106 contacts →

Strong evidence

“River Delta Wealth Management Company Limited is an asset management platform originated from a single family office.”

Source: RevenueBase Database · checked Sep 14, 2026
12Strong evidenceKowloon, Hong KongHQ checked Sep 14, 202611-505 contacts →

Strong evidence

“EverCrest Capital is dedicated to addressing key challenges in wealth management, offering comprehensive, one-stop services tailored to each client's needs.”

Source: RevenueBase Database · checked Sep 14, 2026
13Strong evidenceKong, Hong KongHQ checked Sep 14, 2026201-5004 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 14, 2026
14Strong evidence香港, Hong KongHQ checked Sep 14, 20261-104 contacts →

Strong evidence

“Founded in 1970, Winland Wealth is one of Hong Kong's most established and respected private wealth management institutions.”

Source: RevenueBase Database · checked Sep 14, 2026
15Partial evidenceTsim Sha Tsui, Hong KongHQ checked Sep 14, 202611-503 contacts →

Partial evidence

“Group E Company Limited is a regional leader in bespoke wealth planning solutions and financial consultation.”

Source: RevenueBase Database · checked Sep 14, 2026
16Strong evidenceHong KongHQ checked Sep 14, 202611-502 contacts →

Strong evidence

“Since 1993 ICC has been offering independent, expert Wealth Management solutions to private individuals, trustees and corporations.”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidenceCentral, Hong KongHQ checked Sep 14, 202611-502 contacts →

Indirect evidence

“Our Founder Bryan Messer started Messer because he saw the mismatch between the amount of investment made by financial professionals into technologies in the market and the amount…”

Source: RevenueBase Database · checked Sep 14, 2026
18Strong evidenceCentral, Hong KongHQ checked Sep 14, 202611-502 contacts →

Strong evidence

“Meta Elephant Capital Limited offers expertise in Asset Management and Private Wealth Management.”

Source: RevenueBase Database · checked Sep 14, 2026
19Strong evidenceHong KongHQ checked Sep 14, 20261-102 contacts →

Strong evidence

“Aria Forum provides highly personalised wealth planning services, investment management and tax planning.”

Source: RevenueBase Database · checked Sep 14, 2026
20Strong evidence观塘区, Hong KongHQ checked Sep 14, 20261-101 contacts →

Strong evidence

“Solver Consultancy Limited provide professional wealth management services to individuals and corporates.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 20 of 57 wealth management software companies based in Hong Kong

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Wealth management software companies based in Hong Kong at a glance

As of Sep 14, 2026
22.0%Verified-email coverage
16.1Average contacts per company
11-50Median size (employees)
59.6%Largest-city concentration · Hong Kong
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
25
51-200
9
201-500
1
501-1,000
2
1,001-5,000
2

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 57 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 software companies, 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 “wealth management software companies”. 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 software companies), 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 software companies, 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, 201 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.

Wealth management software companies by metro

  • Wealth management software companies in Hong Kong34

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 software companies, 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 software companies are there based in Hong Kong?

RevenueBase identified 57 wealth management software companies 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?

Privé Technologies, headquartered in Kong, tops this list with the largest team on record.

Which city has the most wealth management software companies?

Hong Kong leads with 34 headquartered companies, followed by Kowloon (4) and Hong (3).

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 201 verified decision-maker contacts tracked across these 57 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.