Company lists · Data refreshed September 2026

Top 20 AI wealth management platforms based in Italy

RevenueBase identified 46 AI wealth management platforms headquartered in Italy as of September 2026 and tracks 698 professional contacts across them, including 254 with verified work emails. Milan is the largest hub.

This list covers AI wealth management platforms headquartered in Italy, 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 27, 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 27, 2026 86% judged on-target in blind review
46Companies
698Contacts tracked
254Verified emails
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The 20 largest AI wealth management platforms based in Italy

Ranked by team size
Top 20 of 46 AI wealth management platforms based in Italy, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to AI 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
1Partial evidenceMilan, ItalyHQ checked Sep 27, 202651-200235 contacts →

Partial evidence

“Kairos was founded in as an entrepreneurial initiative in the asset management sector.”

Source: RevenueBase Database · checked Sep 27, 2026
2Strong evidenceMilan, ItalyHQ checked Sep 27, 202651-20096 contacts →

Strong evidence

“Firstance is the leading European Wealth Tech platform in the private insurance market, providing customized services to partners and clients, leveraging cutting edge technology…”

Source: RevenueBase Database · checked Sep 27, 2026
3Strong evidenceModena, ItalyHQ checked Sep 27, 202611-5045 contacts →

Strong evidence

“Axyon AI is an Italian fintech company committed to making the investment management industry more robust through the power of AI.”

Source: RevenueBase Database · checked Sep 27, 2026
4Indirect evidenceMilano, ItalyHQ checked Sep 27, 202611-5041 contacts →

Indirect evidence

“It's prodigy is a fіrm that offers lеаdіng tесhnоlоgу ѕоlutіоnѕ, tailored tо уоur ѕресіfіс buѕіnеѕѕ nееdѕ аnd technical environment.”

Source: RevenueBase Database · checked Sep 27, 2026
5Indirect evidenceMilan, ItalyHQ checked Sep 27, 202611-5033 contacts →

Indirect evidence

“Gamma Capital Markets Succursale italiana è formata da un team di professionisti appassionati e metodici nel ricercare le migliori soluzioni di investimento.”

Source: RevenueBase Database · checked Sep 27, 2026
6Strong evidenceMilan, ItalyHQ checked Sep 27, 202611-5019 contacts →

Strong evidence

“Euclidea is an exciting FinTech, based in Milan, that is aggressively challenging the status quo in the European Wealth Management space through innovations in Investments…”

Source: RevenueBase Database · checked Sep 27, 2026
7Indirect evidenceRome, ItalyHQ checked Sep 27, 20261-1010 contacts →

Indirect evidence

“Earnext è il punto di riferimento in cui poche piattaforme si incontrano: aggregazione reale e automatica insieme alla pianificazione, pensate per i consulenti del patrimonio…”

Source: RevenueBase Database · checked Sep 27, 2026
8Partial evidenceMilan, ItalyHQ checked Sep 27, 20261-1010 contacts →

Partial evidence

“Qadra delivers State-of-the-Art software solutions that improve investment experience for private clients and wealth managers.”

Source: RevenueBase Database · checked Sep 27, 2026
9Partial evidenceMilan, ItalyHQ checked Sep 27, 20261-109 contacts →

Partial evidence

“Fra i primi in Italia a offrire ai risparmiatori una consulenza non fintamente attiva e non in conflitto d'interessi.”

Source: RevenueBase Database · checked Sep 27, 2026
10Partial evidenceMilano, ItalyHQ checked Sep 27, 202611-506 contacts →

Partial evidence

“WAVENURE is an AI Fintech, founded by experienced professionals in investments and artificial intelligence, which opens a new generation of innovative features and higher…”

Source: RevenueBase Database · checked Sep 27, 2026
11Indirect evidenceRome, ItalyHQ checked Sep 27, 20261-106 contacts →

Indirect evidence

“QBit è una società pionieristica nel campo delle tecnologie finanziarie, specializzata nell'applicazione dell'intelligenza artificiale per rivoluzionare l'analisi e la gestione…”

Source: RevenueBase Database · checked Sep 27, 2026
12Indirect evidenceMilan, ItalyHQ checked Sep 27, 20261-106 contacts →

Indirect evidence

“BRAIN is a Research Company that creates proprietary datasets and algorithms for investment strategies, combining experience on financial markets with strong competences in…”

Source: RevenueBase Database · checked Sep 27, 2026
13Partial evidenceMilan, ItalyHQ checked Sep 27, 20261-105 contacts →

Partial evidence

“Braino.AI helps financial institutions to evolve their services and their products offering towards the next generation of customers, by enhancing relationships between insurers…”

Source: RevenueBase Database · checked Sep 27, 2026
14Partial evidenceMilan, ItalyHQ checked Sep 27, 20261-104 contacts →

Partial evidence

“Progettiamo soluzioni applicative in ambito Wealth Tech.”

Source: RevenueBase Database · checked Sep 27, 2026
15Partial evidenceMilan, ItalyHQ checked Sep 27, 202611-504 contacts →

Partial evidence

“ClubDeal Digital è la prima piattaforma wealth tech al servizio degli investimenti in private asset.”

Source: RevenueBase Database · checked Sep 27, 2026
16Strong evidenceBologna, ItalyHQ checked Sep 27, 20261-104 contacts →

Strong evidence

“Deltahedge è la nuova piattaforma di analisi finanziaria per il wealth management- Valutazione fondi e ETF - Ricerca e comparazione avanzata - Analisi e construzione di…”

Source: RevenueBase Database · checked Sep 27, 2026
17Strong evidenceMilano, ItalyHQ checked Sep 27, 202611-503 contacts →

Strong evidence

“VOICES OF WEALTH is the first Market place and Multimedia platform in Europe dedicated to the Digital transformation of the Wealth Management industry.”

Source: RevenueBase Database · checked Sep 27, 2026
18Indirect evidenceMilano, ItalyHQ checked Sep 27, 20261-102 contacts →

Indirect evidence

“Aelium brings together a core team of expert traders, data science practitioners, academic researchers, and successful entrepreneurs to rethink machine learning in the financial…”

Source: RevenueBase Database · checked Sep 27, 2026
19Partial evidenceMilan, ItalyHQ checked Sep 27, 20261-102 contacts →

Partial evidence

“BXT.ai 🤖: Elevating Your Investment Experience with Artificial Intelligence At BXT.ai, we are committed to transforming the investment landscape by combining advanced artificial…”

Source: RevenueBase Database · checked Sep 27, 2026
20Indirect evidencePrato, ItalyHQ checked Sep 27, 20261-101 contacts →

Indirect evidence

“La 4Invest Advisor è una società di consulenza finanziaria indirizzata a clientela istituzionale, composta da un team di professionisti specializzato da quasi un decennio nello…”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 20 of 46 AI wealth management platforms based in Italy

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AI wealth management platforms based in Italy at a glance

As of Sep 27, 2026
36.4%Verified-email coverage
15.2Average contacts per company
1-10Median size (employees)
41.3%Largest-city concentration · Milan
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
15
51-200
5

Email recency for this list is measured worldwide rather than for Italy, so it is reported there. Company counts and contact totals on this page are exact for Italy, over 46 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 AI 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 Italy whose own description of what they do matches “AI 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 AI 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 AI wealth management platforms, and records with no verified work email. Companies headquartered outside Italy 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, 254 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 27, 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 AI 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 AI wealth management platforms are there based in Italy?

RevenueBase identified 46 AI wealth management platforms headquartered in Italy 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?

Kairos Partners SGR, headquartered in Milan, tops this list with the largest team on record.

Which city has the most AI wealth management platforms?

Milan leads with 19 headquartered companies, followed by Milano (6) and Rome (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 254 verified decision-maker contacts tracked across these 46 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 27, 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.