- Hong Kong businesses
- Finance & Insurance
- Financial planner
Financial planners in Hong Kong
Database of financial planners in Hong Kong: 118 businesses with addresses and coordinates, phones, websites, social links, opening hours and chain — in all 18 districts, one file for $20 USD. A district or an area on its own — a share of the category's price, from $10 USD. Part of the Finance & Insurance sector.
How many financial planners are there in Hong Kong?
118 financial planners
As of 10 November 2026, our database has 118 financial planners in Hong Kong — 2% of the Finance & Insurance sector. That is 1.6 per 100,000 residents. Most are in Central and Western (49), Yau Tsim Mong (18) and Wan Chai (18). 21 (18%) belong to chains, the largest are Citibank (8), True Credit Limited (2) and 周生生證券有限公司 (2).
B2B contacts of financial planners in Hong Kong: what's inside
How often the fields are filled for financial planners.
| Field | Format | Filled | % |
|---|---|---|---|
| Business name | text, as on the listing | 100% | |
| Sector and category | e.g. Food & Drink · Cha chaan teng | 100% | |
| Other categories | e.g. "Cantonese restaurant, Bakery" | 31% | |
| Address | text | 100% | |
| District and area | 18 districts, areas like Mong Kok | 95% | |
| Coordinates | latitude, longitude | 100% | |
| Phone | +852 format, up to 5 numbers · unique numbers: 105 | 97% | |
| Mobile phone | mobile number flag | 16% | |
| Website | URL | 56% | |
| from the business's website · unique addresses: 56 | 33% | ||
| Social media | Facebook, Instagram, WhatsApp… | 32% | |
| Opening hours | listed or not | 65% | |
| Chain | chain name; empty — independent | 18% | |
| Date first seen | date | 100% |
List of financial planners in Hong Kong: sample data
Rows from the export — page through the table. Click a phone, website or e-mail — contacts open after free sign-up, up to 20 businesses a day.
| Business | District | Phone | Website and e-mail | Social media |
|---|---|---|---|---|
HA Harris Fraser ( Hong Kong ) Ltd.Unit 2101, Convention Plaza Office Tower, 1, 21/F Harbour Rd, Wan Chai
Financial planner Insurance broker
|
Wan ChaiWan Chai | |||
HO Hoxton Wealth76th Floor, 99 Queen's Road Central, Central
Financial planner
|
Central and WesternCentral | |||
滙 滙浚國際顧問集團有限公司Kowloon, Mong Kok, Nathan Rd, 580號, Nathan Centre, 1101-1103室
Financial planner
|
Yau Tsim MongMong Kok | |||
MO Money Plaza - 金錢廣場One Midtown, 11號 Hoi Shing Rd, Tsuen Wan
Financial planner
|
Tsuen WanTsuen Wan |
mobile |
||
按 按揭轉介 | 物業一按二按 | 物業轉按 | 伽瑪市場策劃Kowloon, Lai Chi Kok, Wing Hong St, 7樓705室
Financial planner
|
Sham Shui PoLai Chi Kok |
mobile |
||
VI Viviere Wealth Management & Legal Services—
Financial planner Service establishment, Estate planning attorney
|
Kwai Tsing |
mobile |
||
香 香港財智薈顧問公司Kowloon, Kai Tak, Concorde Rd, 2號, AIRSIDE, 35/F
Financial planner Immigration & naturalization service, Investment service
|
Kowloon CityKai Tak |
— |
||
DI Diamond Family Headquarters100 How Ming St, Kwun Tong
Financial planner
|
Kwun TongKwun Tong | — |
||
周 周生生證券有限公司 Chow Sang Sang Securities Limited 338.NET (沙田分行)New Territories, 新界沙田火車站上層連城廣場626 - 627室
Financial planner Banking and finance, Financial consultant
chain: 周生生證券有限公司 |
Sha TinSha Tin | — |
||
IN Insurance 保險Hong Kong Island, Quarry Bay, King's Rd, 太古坊德宏大廈
Financial planner
|
EasternQuarry Bay |
mobile |
||
JU Just Service HK Ltd100 Cyberport Road, Unit 1205-1208, Smart Space 2, Cyberport 2, Pok Fu Lam
Financial planner Financial consultant
|
SouthernPok Fu Lam |
— |
— |
|
MA Manulife17 Kik Yeung Rd, Yuen Long
Financial planner Insurance agency
|
Yuen LongYuen Long |
mobile |
— |
— |
AC Acuma Hong KongThree Garden Road, Central, Level 44, Champion Tower, Central
Financial planner
|
Central and WesternCentral | |||
KM KM CreditKowloon, Tsim Sha Tsui, Mody Rd, 67號半島中心10樓1013室
Financial planner
|
Yau Tsim MongTsim Sha Tsui | |||
安 安托慈善基金會 Adventist Charitable Foundation (ACF)Unit 2007-08, Shui On Centre, 6-8 Harbour Rd, Wan Chai
Financial planner Foundation
|
Wan ChaiWan Chai |
mobile |
||
True Credit Limited - Lai Chi KokHong Kong Spinners Industrial Building, Unit C, 8/F, MTR Exit B2, 818 Cheung Sha Wan Rd, Lai Chi Kok
Financial planner Loan agency
chain: True Credit Limited |
Sham Shui PoLai Chi Kok | |||
TI Timeless Investment Management Limited—
Financial planner Service establishment
|
Kwai Tsing | — |
||
誠 誠達汽車管理有限公司Kowloon, Kowloon Bay, Wang Kwong Rd, 8號802室
Financial planner Investment service
|
Kwun TongKowloon Bay | — |
||
AP Aplus Financial Management Ltd九龍紅磡鶴園街11號凱旋工商中心3期7樓M1B3室
Financial planner
|
Kowloon CityHok Yuen | — |
||
禦 禦峰理財有限公司（告士打道）101 King's Road, 4 King's Rd, North Point
Financial planner
|
EasternNorth Point | — |
Financial planners by district
Open businesses of the category in each district and per 100,000 residents. Click a column to sort.
| District ↕ | Businesses ↓ | Share ↕ | Per 100k residents ↕ |
|---|---|---|---|
| Central and WesternHong Kong Island | 49 | 21.4 | |
| Yau Tsim MongKowloon | 18 | 6.0 | |
| Wan ChaiHong Kong Island | 18 | 11.1 | |
| Sham Shui PoKowloon | 7 | 1.6 | |
| Kwun TongKowloon | 6 | 0.9 | |
| EasternHong Kong Island | 5 | 1.0 | |
| Kwai TsingNew Territories | 5 | 1.0 | |
| Tsuen WanNew Territories | 3 | 1.0 | |
| Yuen LongNew Territories | 2 | 0.3 | |
| Kowloon CityKowloon | 2 | 0.5 | |
| Sha TinNew Territories | 2 | 0.3 | |
| SouthernHong Kong Island | 1 | 0.4 |
Where there are the most
Areas with the most financial planners.
Financial planner: chains
Chains with locations in this category. Share — of all financial planners in Hong Kong.
| Rank | Chain | Locations | Districts | 90 days | Market share | Addresses |
|---|---|---|---|---|---|---|
| 01 |
CI CitibankBank · 23 locations in Hong Kong |
8 | 6 | — | ||
| 02 | True Credit LimitedLoan agency · 7 locations in Hong Kong |
2 | 2 | — | ||
| 03 |
周 周生生證券有限公司Financial consultant · 4 locations in Hong Kong |
2 | 2 | — | ||
| 04 |
OW Oscar WinsonFinancial planner · 2 locations in Hong Kong |
2 | 2 | — | ||
| 05 |
PC Partners Capital Asia LimitedFinancial planner · 2 locations in Hong Kong |
1 | 1 | — | ||
| 06 |
CS CITIC SecuritiesStock broker · 7 locations in Hong Kong |
1 | 1 | — | ||
| 07 |
CP Core Pacific-YamaichiStock broker · 3 locations in Hong Kong |
1 | 1 | — | ||
| 08 |
VF Vision FinanceFinancial institution · 2 locations in Hong Kong |
1 | 1 | — | ||
| 09 |
IW IPP WealthFinancial consultant · 2 locations in Hong Kong |
1 | 1 | — | ||
| 10 |  HSBCBank · 2 locations in Hong Kong |
1 | 1 | — |
Other Finance & Insurance categories
Questions about the financial planner database
As of 10 November 2026, there are 118 financial planners in Hong Kong in our database. 21 (18%) belong to chains, the rest are independent. The largest chains here are Citibank (8), True Credit Limited (2) and 周生生證券有限公司 (2).
All financial planners in Hong Kong cost $20 USD — one file for the whole territory. The price depends on the number of places; a district or an area is sold on its own for its share of that price (from $10 USD). The whole database of every sector is $370 USD.
A phone number is listed for 97% of financial planners (19 of them mobile), a website for 56%, social media links for 32% and opening hours for 65%. E-mail addresses come from the businesses' own websites and are still rare (33%). Every row has an address and coordinates.
XLSX and CSV (UTF-8), one row per business: name, sector, category and other categories, chain, district, area, address, coordinates, phones, website, e-mail, social links, opening hours and the date we first saw it. The files appear in your account right after payment.
New businesses are added, and those marked as closed in the source are removed at each update.