Company lists · Data refreshed September 2026
Top 25 Asset and wealth management consulting firms based in Germany
RevenueBase identified 1,115 company matches for asset and wealth management consulting firms associated with Germany as of September 2026 and tracks 15,188 professional contacts across them, including 5,303 with verified work emails. Munich is the largest hub.
This list covers company matches for asset and wealth management consulting firms associated with Germany, 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 21, 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 25 largest asset and wealth management consulting firms based in Germany
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,058 contacts → | ||||
Exact match “MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 2 | 2,026 contacts → | ||||
Exact match “Finanzdienstleistungen, Investment, Versicherungen, Betriebliche Altersvorsorge, Private Krankenversicherungen, Finanzoptimierung, Depotcheck, Vermögensaufbau, Financial Planning…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 3 | 708 contacts → | ||||
Exact match “Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 4 | 682 contacts → | ||||
Exact match “Die TELIS FINANZ AG ist ein inhabergeführtes und eigenständiges Finanzdienstleistungsunternehmen und zugleich der größte Finanzdienstleister in Deutschland ohne Kapitalbeteiligung…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 5 | 560 contacts → | ||||
Exact match “HORBACH ist seit 1983 eine der Top-Adressen für ganzheitliche Finanzplanung, spezialisiert auf Akademiker und anspruchsvolle Privatkunden.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 6 | 544 contacts → | ||||
Exact match “Das sind wir Swiss Life Select ist eines der größten deutschen Finanzberatungsunternehmen und Teil der Swiss Life-Gruppe, eines europaweit marktführenden Anbieters von…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 7 | 495 contacts → | ||||
Exact match “The OVB Group, with its holding company headquartered in Cologne, is one of Europe’s leading financial advisory groups.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 8 | 391 contacts → | ||||
Exact match “Metzler specializes in capital market services in the business areas: Asset Management, Capital Markets, Corporate Finance and Private Banking.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 9 | 362 contacts → | ||||
Exact match “M.M.Warburg & CO wurde 1798 gegründet und ist eine unabhängige Privatbank mit Hauptsitz in Hamburg und weiteren Standorten in ganz Deutschland.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 10 | 311 contacts → | ||||
Exact match “Genuine.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 11 | 204 contacts → | ||||
Exact match “Fisher Investments GmbH (“Fisher Investments”) is an investment firm regulated and supervised by the Federal Financial Supervisory Authority (BaFin) and is authorized to carry out…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 12 | 178 contacts → | ||||
Exact match “IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 13 | 167 contacts → | ||||
Exact match “Seit 1870 begleitet Merck Finck Vermögen von Privatkunden, mittelständischen Unternehmen sowie Institutionen wie Kirchen und Stiftungen als Partner in allen Fragen um die Finanzen.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 14 | 78 contacts → | ||||
Exact match “Durch die gebündelten Kompetenzen von acht innovativen Unternehmen gelingt es, eine ganzheitliche Beratung für Mandanten zu bieten.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 15 | 74 contacts → | ||||
Exact match “Unternehmerische Realität ist selten eine gerade Linie.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 16 | 69 contacts → | ||||
Exact match “Als Finanzexperten blicken wir auf eine Zusammenarbeit von mehr als 20 Jahren zurück.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 17 | 68 contacts → | ||||
Exact match “Wir sind eine mittelständische Wirtschaftsberatung für gehobene Privatkunden, Ärzte, Zahnärzte, Wirtschaftswissenschaftler und Ingenieure.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 18 | 64 contacts → | ||||
Exact match “Hartz Regehr ist eine feste Institution der bankenunabhängigen Vermögensverwaltung.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 19 | 61 contacts → | ||||
Exact match “Das private Finanzhaus von Buddenbrock bietet seit vielen Jahren intelligente Konzepte für Unternehmen und anspruchsvolle Privatkunden, um einen würdevollen Ruhestand und…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 20 | 57 contacts → | ||||
Exact match “Bei GLOBAL-FINANZ steht der Mensch im Mittelpunkt.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 21 | 53 contacts → | ||||
Exact match “Deutsche Wertpapiertreuhand is a partnership of highly qualified private bankers, wealth managers and family officers.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 22 | 53 contacts → | ||||
Exact match “CASE CASSIOPEA is a European partner-led investment banking advisory firm with offices in Frankfurt, Milan and Paris, cooperating with an international network of partners in…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 23 | 52 contacts → | ||||
Exact match “Wir sind Unternehmer im Auftrag unserer Kunden.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 24 | 43 contacts → | ||||
Exact match “Wir blicken tiefer.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 25 | 40 contacts → | ||||
Exact match “Die Fürst Fugger Privatbank ist keine Bank wie jede andere.” Recorded in the RevenueBase company graph · Sep 21, 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 “asset and wealth management consulting 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 25 of 1,115 asset and wealth management consulting firms based in Germany
See the full list, filter by size, metro and specialty, and access 5,303 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Asset and wealth management consulting firms based in Germany at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Germany, so it is reported there. Company counts and contact totals on this page are exact for Germany, over 1,115 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 Germany whose business descriptions match “asset and wealth management consulting 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 5,303 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 21, 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.
Asset and wealth management consulting firms by metro
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 “asset and wealth management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset and wealth management consulting firms are there based in Germany?
RevenueBase identified 1,115 company matches for asset and wealth management consulting firms associated with Germany 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?
MLP tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most asset and wealth management consulting firms?
Munich leads with 91 company records, followed by Hamburg (87) and Frankfurt (84).
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 5,303 professional contacts with verified work emails tracked across these 1,115 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 21, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,115 asset and wealth management consulting firms based in Germany. 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.
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Company intelligence · public preview
Top 25 asset and wealth management consulting firms based in Germany
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,115 matching company records for asset and wealth management consulting firms based in Germany, with 15,188 tracked contacts and 5,303 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 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 25 asset and wealth management consulting firms based in Germany
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 |  MLPmlp.deHQ: Wiesloch, GermanyReported employees: 1,001-5,000 | Wiesloch, Germany | 1,001-5,000 | Exact match | 2,058 contacts → |
“MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Tecis Finanzdienstleistungen AGtecis.deHQ: Hamburg, GermanyReported employees: 5,001-10,000 | Hamburg, Germany | 5,001-10,000 | Exact match | 2,026 contacts → |
“Finanzdienstleistungen, Investment, Versicherungen, Betriebliche Altersvorsorge, Private Krankenversicherungen, Finanzoptimierung, Depotcheck, Vermögensaufbau, Financial Planning…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  OVB Vermögensberatung AGovb.deHQ: Cologne, GermanyReported employees: 1,001-5,000 | Cologne, Germany | 1,001-5,000 | Exact match | 708 contacts → |
“Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Telis Finanz AGtelis-finanz.deHQ: Regensburg, GermanyReported employees: 1,001-5,000 | Regensburg, Germany | 1,001-5,000 | Exact match | 682 contacts → |
“Die TELIS FINANZ AG ist ein inhabergeführtes und eigenständiges Finanzdienstleistungsunternehmen und zugleich der größte Finanzdienstleister in Deutschland ohne Kapitalbeteiligung…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Horbach Wirtschaftsberatunghorbach.deHQ: Hanover, GermanyReported employees: 501-1,000 | Hanover, Germany | 501-1,000 | Exact match | 560 contacts → |
“HORBACH ist seit 1983 eine der Top-Adressen für ganzheitliche Finanzplanung, spezialisiert auf Akademiker und anspruchsvolle Privatkunden.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Swiss Life Select Deutschlandswisslife-select.deHQ: Hanover, GermanyReported employees: 5,001-10,000 | Hanover, Germany | 5,001-10,000 | Exact match | 544 contacts → |
“Das sind wir Swiss Life Select ist eines der größten deutschen Finanzberatungsunternehmen und Teil der Swiss Life-Gruppe, eines europaweit marktführenden Anbieters von…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  OVB Holding AGovb.euHQ: Cologne, GermanyReported employees: 501-1,000 | Cologne, Germany | 501-1,000 | Exact match | 495 contacts → |
“The OVB Group, with its holding company headquartered in Cologne, is one of Europe’s leading financial advisory groups.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Bankhaus Metzlermetzler.comHQ: Frankfurt, GermanyReported employees: 501-1,000 | Frankfurt, Germany | 501-1,000 | Exact match | 391 contacts → |
“Metzler specializes in capital market services in the business areas: Asset Management, Capital Markets, Corporate Finance and Private Banking.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | M.M.Warburg & COmmwarburg.de HQ: Hamburg, GermanyReported employees: 501-1,000 | Hamburg, Germany | 501-1,000 | Exact match | 362 contacts → |
“M.M.Warburg & CO wurde 1798 gegründet und ist eine unabhängige Privatbank mit Hauptsitz in Hamburg und weiteren Standorten in ganz Deutschland.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Bethmann Bankbethmannbank.de HQ: Frankfurt, GermanyReported employees: 501-1,000 | Frankfurt, Germany | 501-1,000 | Exact match | 311 contacts → |
“Genuine.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Fisher Investments Gmbhfisherinvestments.comHQ: Rodenbach, GermanyReported employees: 201-500 | Rodenbach, Germany | 201-500 | Exact match | 204 contacts → |
“Fisher Investments GmbH (“Fisher Investments”) is an investment firm regulated and supervised by the Federal Financial Supervisory Authority (BaFin) and is authorized to carry out…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Bonnfinanz Gmbhbonnfinanz.deHQ: Bonn, GermanyReported employees: 501-1,000 | Bonn, Germany | 501-1,000 | Exact match | 178 contacts → |
“IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Merck Finck A Quintet Private Bankmerckfinck.de HQ: Munich, GermanyReported employees: 201-500 | Munich, Germany | 201-500 | Exact match | 167 contacts → |
“Seit 1870 begleitet Merck Finck Vermögen von Privatkunden, mittelständischen Unternehmen sowie Institutionen wie Kirchen und Stiftungen als Partner in allen Fragen um die Finanzen.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Myvi Groupmyvi.deHQ: Hanover, GermanyReported employees: 201-500 | Hanover, Germany | 201-500 | Exact match | 78 contacts → |
“Durch die gebündelten Kompetenzen von acht innovativen Unternehmen gelingt es, eine ganzheitliche Beratung für Mandanten zu bieten.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Acconsisacconsis.deHQ: Munich, GermanyReported employees: 51-200 | Munich, Germany | 51-200 | Exact match | 74 contacts → |
“Unternehmerische Realität ist selten eine gerade Linie.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  HRK Lunis AGhrklunis.deHQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 69 contacts → |
“Als Finanzexperten blicken wir auf eine Zusammenarbeit von mehr als 20 Jahren zurück.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  A.S.I. Wirtschaftsberatung AGasi-online.deHQ: Münster, GermanyReported employees: 201-500 | Münster, Germany | 201-500 | Exact match | 68 contacts → |
“Wir sind eine mittelständische Wirtschaftsberatung für gehobene Privatkunden, Ärzte, Zahnärzte, Wirtschaftswissenschaftler und Ingenieure.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Hartz Regehrhartz-regehr.deHQ: Munich, GermanyReported employees: 51-200 | Munich, Germany | 51-200 | Exact match | 64 contacts → |
“Hartz Regehr ist eine feste Institution der bankenunabhängigen Vermögensverwaltung.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  VON Buddenbrock Concepts Gmbhvonbuddenbrock.deHQ: Essen, GermanyReported employees: 51-200 | Essen, Germany | 51-200 | Exact match | 61 contacts → |
“Das private Finanzhaus von Buddenbrock bietet seit vielen Jahren intelligente Konzepte für Unternehmen und anspruchsvolle Privatkunden, um einen würdevollen Ruhestand und…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Global-Finanz Gmbhglobal-finanz.deHQ: Bonn, GermanyReported employees: 51-200 | Bonn, Germany | 51-200 | Exact match | 57 contacts → |
“Bei GLOBAL-FINANZ steht der Mensch im Mittelpunkt.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Dwpt Deutsche Wertpapiertreuhand Gmbhwertpapiertreuhand.deHQ: Herzogenaurach, GermanyReported employees: 51-200 | Herzogenaurach, Germany | 51-200 | Exact match | 53 contacts → |
“Deutsche Wertpapiertreuhand is a partnership of highly qualified private bankers, wealth managers and family officers.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Case Cassiopeacasecassiopea.comHQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 53 contacts → |
“CASE CASSIOPEA is a European partner-led investment banking advisory firm with offices in Frankfurt, Milan and Paris, cooperating with an international network of partners in…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Crossconsultingcrossconsulting.deHQ: Cologne, GermanyReported employees: 11-50 | Cologne, Germany | 11-50 | Exact match | 52 contacts → |
“Wir sind Unternehmer im Auftrag unserer Kunden.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Auretas Family Trust Gmbhauretas.deHQ: Hamburg, GermanyReported employees: 11-50 | Hamburg, Germany | 11-50 | Exact match | 43 contacts → |
“Wir blicken tiefer.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Fürst Fugger Privatbankfuggerbank.deHQ: Augsburg, GermanyReported employees: 51-200 | Augsburg, Germany | 51-200 | Exact match | 40 contacts → |
“Die Fürst Fugger Privatbank ist keine Bank wie jede andere.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,115 company matches
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Asset and wealth management consulting firms: dataset insights
September 21, 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
1,094 records in the displayed employee bands.
21 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 Germany, so it is reported there. Company counts and contact totals on this page are exact for Germany, over 1,115 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 21, 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 ↗
Asset and wealth management consulting firms by metro
Questions about this company list
What does Exact match mean for asset and wealth management consulting 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 asset and wealth management consulting firms did RevenueBase find based in Germany?
The saved snapshot records 1,115 matching company records, 15,188 tracked contacts and 5,303 verified emails. The public preview displays 25 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 21, 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
Asset and wealth management consulting firms by geography
- Asset and wealth management consulting firms based in Adelaide, Australia
- Asset and wealth management consulting firms based in Brisbane City, Australia
- Asset and wealth management consulting firms based in Brisbane, Australia
- Asset and wealth management consulting firms based in Melbourne, Australia
- Asset and wealth management consulting firms based in North Sydney, Australia
- Asset and wealth management consulting firms based in Perth, Australia
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- Asset and wealth management consulting firms based in Belo Horizonte, Brazil
- Asset and wealth management consulting firms based in Curitiba, Brazil
- Asset and wealth management consulting firms based in Porto Alegre, Brazil
- Asset and wealth management consulting firms based in Rio De Janeiro, Brazil
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Cite this list
RevenueBase Data Team. Top 25 asset and wealth management consulting firms based in Germany. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-and-wealth-management-consulting-firms/germany.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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Company intelligence · public preview
Top 25 asset and wealth management consulting firms based in Germany
RevenueBase records 1,115 matching company records for asset and wealth management consulting firms based in Germany, with 15,188 tracked contacts and 5,303 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 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 25 asset and wealth management consulting firms based in Germany
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 | MLPmlp.de HQ: Wiesloch, GermanyReported employees: 1,001-5,000 | Wiesloch, Germany | 1,001-5,000 | Exact match | 2,058 contacts → |
“MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Tecis Finanzdienstleistungen AGtecis.de HQ: Hamburg, GermanyReported employees: 5,001-10,000 | Hamburg, Germany | 5,001-10,000 | Exact match | 2,026 contacts → |
“Finanzdienstleistungen, Investment, Versicherungen, Betriebliche Altersvorsorge, Private Krankenversicherungen, Finanzoptimierung, Depotcheck, Vermögensaufbau, Financial Planning…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | OVB Vermögensberatung AGovb.de HQ: Cologne, GermanyReported employees: 1,001-5,000 | Cologne, Germany | 1,001-5,000 | Exact match | 708 contacts → |
“Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Telis Finanz AGtelis-finanz.de HQ: Regensburg, GermanyReported employees: 1,001-5,000 | Regensburg, Germany | 1,001-5,000 | Exact match | 682 contacts → |
“Die TELIS FINANZ AG ist ein inhabergeführtes und eigenständiges Finanzdienstleistungsunternehmen und zugleich der größte Finanzdienstleister in Deutschland ohne Kapitalbeteiligung…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Horbach Wirtschaftsberatunghorbach.de HQ: Hanover, GermanyReported employees: 501-1,000 | Hanover, Germany | 501-1,000 | Exact match | 560 contacts → |
“HORBACH ist seit 1983 eine der Top-Adressen für ganzheitliche Finanzplanung, spezialisiert auf Akademiker und anspruchsvolle Privatkunden.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Swiss Life Select Deutschlandswisslife-select.de HQ: Hanover, GermanyReported employees: 5,001-10,000 | Hanover, Germany | 5,001-10,000 | Exact match | 544 contacts → |
“Das sind wir Swiss Life Select ist eines der größten deutschen Finanzberatungsunternehmen und Teil der Swiss Life-Gruppe, eines europaweit marktführenden Anbieters von…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | OVB Holding AGovb.eu HQ: Cologne, GermanyReported employees: 501-1,000 | Cologne, Germany | 501-1,000 | Exact match | 495 contacts → |
“The OVB Group, with its holding company headquartered in Cologne, is one of Europe’s leading financial advisory groups.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Bankhaus Metzlermetzler.com HQ: Frankfurt, GermanyReported employees: 501-1,000 | Frankfurt, Germany | 501-1,000 | Exact match | 391 contacts → |
“Metzler specializes in capital market services in the business areas: Asset Management, Capital Markets, Corporate Finance and Private Banking.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | M.M.Warburg & COmmwarburg.de HQ: Hamburg, GermanyReported employees: 501-1,000 | Hamburg, Germany | 501-1,000 | Exact match | 362 contacts → |
“M.M.Warburg & CO wurde 1798 gegründet und ist eine unabhängige Privatbank mit Hauptsitz in Hamburg und weiteren Standorten in ganz Deutschland.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Bethmann Bankbethmannbank.de HQ: Frankfurt, GermanyReported employees: 501-1,000 | Frankfurt, Germany | 501-1,000 | Exact match | 311 contacts → |
“Genuine.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Fisher Investments Gmbhfisherinvestments.com HQ: Rodenbach, GermanyReported employees: 201-500 | Rodenbach, Germany | 201-500 | Exact match | 204 contacts → |
“Fisher Investments GmbH (“Fisher Investments”) is an investment firm regulated and supervised by the Federal Financial Supervisory Authority (BaFin) and is authorized to carry out…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Bonnfinanz Gmbhbonnfinanz.de HQ: Bonn, GermanyReported employees: 501-1,000 | Bonn, Germany | 501-1,000 | Exact match | 178 contacts → |
“IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Merck Finck A Quintet Private Bankmerckfinck.de HQ: Munich, GermanyReported employees: 201-500 | Munich, Germany | 201-500 | Exact match | 167 contacts → |
“Seit 1870 begleitet Merck Finck Vermögen von Privatkunden, mittelständischen Unternehmen sowie Institutionen wie Kirchen und Stiftungen als Partner in allen Fragen um die Finanzen.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Myvi Groupmyvi.de HQ: Hanover, GermanyReported employees: 201-500 | Hanover, Germany | 201-500 | Exact match | 78 contacts → |
“Durch die gebündelten Kompetenzen von acht innovativen Unternehmen gelingt es, eine ganzheitliche Beratung für Mandanten zu bieten.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Acconsisacconsis.de HQ: Munich, GermanyReported employees: 51-200 | Munich, Germany | 51-200 | Exact match | 74 contacts → |
“Unternehmerische Realität ist selten eine gerade Linie.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HRK Lunis AGhrklunis.de HQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 69 contacts → |
“Als Finanzexperten blicken wir auf eine Zusammenarbeit von mehr als 20 Jahren zurück.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | A.S.I. Wirtschaftsberatung AGasi-online.de HQ: Münster, GermanyReported employees: 201-500 | Münster, Germany | 201-500 | Exact match | 68 contacts → |
“Wir sind eine mittelständische Wirtschaftsberatung für gehobene Privatkunden, Ärzte, Zahnärzte, Wirtschaftswissenschaftler und Ingenieure.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Hartz Regehrhartz-regehr.de HQ: Munich, GermanyReported employees: 51-200 | Munich, Germany | 51-200 | Exact match | 64 contacts → |
“Hartz Regehr ist eine feste Institution der bankenunabhängigen Vermögensverwaltung.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | VON Buddenbrock Concepts Gmbhvonbuddenbrock.de HQ: Essen, GermanyReported employees: 51-200 | Essen, Germany | 51-200 | Exact match | 61 contacts → |
“Das private Finanzhaus von Buddenbrock bietet seit vielen Jahren intelligente Konzepte für Unternehmen und anspruchsvolle Privatkunden, um einen würdevollen Ruhestand und…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Global-Finanz Gmbhglobal-finanz.de HQ: Bonn, GermanyReported employees: 51-200 | Bonn, Germany | 51-200 | Exact match | 57 contacts → |
“Bei GLOBAL-FINANZ steht der Mensch im Mittelpunkt.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Dwpt Deutsche Wertpapiertreuhand Gmbhwertpapiertreuhand.de HQ: Herzogenaurach, GermanyReported employees: 51-200 | Herzogenaurach, Germany | 51-200 | Exact match | 53 contacts → |
“Deutsche Wertpapiertreuhand is a partnership of highly qualified private bankers, wealth managers and family officers.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Case Cassiopeacasecassiopea.com HQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 53 contacts → |
“CASE CASSIOPEA is a European partner-led investment banking advisory firm with offices in Frankfurt, Milan and Paris, cooperating with an international network of partners in…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Crossconsultingcrossconsulting.de HQ: Cologne, GermanyReported employees: 11-50 | Cologne, Germany | 11-50 | Exact match | 52 contacts → |
“Wir sind Unternehmer im Auftrag unserer Kunden.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Auretas Family Trust Gmbhauretas.de HQ: Hamburg, GermanyReported employees: 11-50 | Hamburg, Germany | 11-50 | Exact match | 43 contacts → |
“Wir blicken tiefer.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Fürst Fugger Privatbankfuggerbank.de HQ: Augsburg, GermanyReported employees: 51-200 | Augsburg, Germany | 51-200 | Exact match | 40 contacts → |
“Die Fürst Fugger Privatbank ist keine Bank wie jede andere.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,115 company matches
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Asset and wealth management consulting firms: dataset insights
September 21, 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
1,094 records in the displayed employee bands.
21 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 Germany, so it is reported there. Company counts and contact totals on this page are exact for Germany, over 1,115 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 21, 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 ↗
Asset and wealth management consulting firms by metro
Questions about this company list
What does Exact match mean for asset and wealth management consulting 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 asset and wealth management consulting firms did RevenueBase find based in Germany?
The saved snapshot records 1,115 matching company records, 15,188 tracked contacts and 5,303 verified emails. The public preview displays 25 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 21, 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
Asset and wealth management consulting firms by geography
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Cite this list
RevenueBase Data Team. Top 25 asset and wealth management consulting firms based in Germany. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-and-wealth-management-consulting-firms/germany.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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