Company lists · Data refreshed September 2026

Top 21 Asset and wealth management consulting firms based in Berlin, Germany

RevenueBase identified 60 asset and wealth management consulting firms headquartered in Berlin, Germany as of September 2026 and tracks 297 professional contacts across them, including 54 with verified work emails. Hamburg is the largest hub.

This list covers asset and wealth management consulting firms headquartered in Berlin, Germany, 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 21, 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 21, 2026 86% judged on-target in blind review
60Companies
297Contacts tracked
54Verified emails
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The 21 largest asset and wealth management consulting firms based in Berlin, Germany

Ranked by team size
Top 21 of 60 asset and wealth management consulting firms based in Berlin, Germany, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to asset and wealth management consulting firms: 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 evidenceBerlin, GermanyHQ checked Sep 21, 202611-5039 contacts →

Indirect evidence

“Die Hansen & Heinrich AG wurde 2001 in Berlin gegründet.”

Source: RevenueBase Database · checked Sep 21, 2026
2Indirect evidenceBerlin, GermanyHQ checked Sep 21, 20261-108 contacts →

Indirect evidence

“Als Unternehmen mit langjähriger Erfahrung an den internationalen Kapitalmärkten haben wir uns auf die ganzheitliche Betreuung von privaten und institutionellen Investoren…”

Source: RevenueBase Database · checked Sep 21, 2026
3Indirect evidenceBerlin, GermanyHQ checked Sep 21, 20261-108 contacts →

Indirect evidence

“MAYFLOWER CAPITAL Erreichen Sie neue Ufer in der Welt der Finanzdienstleistungen.”

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect evidenceBerlin, GermanyHQ checked Sep 21, 20261-106 contacts →

Indirect evidence

“Wir schaffen Freiräume, in denen unsere Mandanten Zukunftsbilder individuell realisieren können – unternehmerisch, gesellschaftlich und privat.“ Unter dieser Maxime betreibt die…”

Source: RevenueBase Database · checked Sep 21, 2026
5Indirect evidenceBerlin, GermanyHQ checked Sep 21, 202611-504 contacts →

Indirect evidence

“Unter dem Dach der carpona Financial Services GmbH stehen spezialisierte Unternehmen zur Verfügung, die ihr jeweiliges Know-how einsetzen, um auch bei besonders anspruchsvollen…”

Source: RevenueBase Database · checked Sep 21, 2026
6Indirect evidenceBerlin, GermanyHQ checked Sep 21, 20261-104 contacts →

Indirect evidence

“Investment and Advisory Boutique based in Berlin.”

Source: RevenueBase Database · checked Sep 21, 2026
7Indirect evidenceBerlin, GermanyHQ checked Sep 21, 20261-104 contacts →

Indirect evidence

“Standardlösungen sind bei komplexen Herausforderungen selten der optimale Ansatz, um erfolgreich und profitabel zu investieren.”

Source: RevenueBase Database · checked Sep 21, 2026
8Partial evidenceBerlin, GermanyHQ checked Sep 21, 20261-103 contacts →

Partial evidence

“SeG KAPITAL is a boutique private wealth and real estate advisory office, advising and transacting for Private Clients such as high and ultra-high net worth individuals, family…”

Source: RevenueBase Database · checked Sep 21, 2026
9Indirect evidenceBerlin, GermanyHQ checked Sep 21, 20261-103 contacts →

Indirect evidence

“The most valuable return is peace of mind.”

Source: RevenueBase Database · checked Sep 21, 2026
10Indirect evidenceBerlin, GermanyHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

“Core Capital advises at the intersections where financial complexity is highest, business exits, executive transitions, corporate restructuring, and strategic transactions.”

Source: RevenueBase Database · checked Sep 21, 2026
11Partial evidenceBerlin, GermanyHQ checked Sep 21, 20261-102 contacts →

Partial evidence

“Geldwerkstatt GmbH is an investment management company based out of Dahlmannstraße 5, Berlin, Germany.”

Source: RevenueBase Database · checked Sep 21, 2026
12Strong evidenceBerlin, GermanyHQ checked Sep 21, 20261-102 contacts →

Strong evidence

Asset Management Consulting / Seminare / Beratung Wir bieten Beratungsdienstleistungen im Asset Management an.”

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidenceBerlin, GermanyHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

“wir sind spezialisierter Finanzmakler”

Source: RevenueBase Database · checked Sep 21, 2026
14Indirect evidenceBerlin, GermanyHQ checked Sep 21, 202611-501 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
15Indirect evidenceBerlin, GermanyHQ checked Sep 21, 202611-501 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
16Indirect evidenceBerlin, GermanyHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

“Wir schaffen mit Ihnen eine Vision für Ihr Leben und zeigen Ihnen Wege auf, wie Sie Ihre Vision umsetzen können.”

Source: RevenueBase Database · checked Sep 21, 2026
17Partial evidenceBerlin, GermanyHQ checked Sep 21, 20261-101 contacts →

Partial evidence

“Dock 4 Capital is a Berlin based Finance Advisory and Investment Management Company”

Source: RevenueBase Database · checked Sep 21, 2026
18Indirect evidenceBerlin, GermanyHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

“Berliner VermögensKontor - Ihre Honorarberater für Vermögen in Berlin”

Source: RevenueBase Database · checked Sep 21, 2026
19Indirect evidenceBerlin, GermanyHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
20Indirect evidenceBerlin, GermanyHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

“Ganzheitliche, kontinuierliche und individuelle Finanzberatung.”

Source: RevenueBase Database · checked Sep 21, 2026
21Indirect evidenceBerlin, GermanyHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

“Ihre persönlichen Experten rund um das Thema Investment & Finanzen.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 21 of 60 asset and wealth management consulting firms based in Berlin, Germany

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Asset and wealth management consulting firms based in Berlin, Germany at a glance

As of Sep 21, 2026
18.2%Verified-email coverage
5.0Average contacts per company
1-10Median size (employees)
145.0%Largest-city concentration · Hamburg
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
41
11-50
13
51-200
2
201-500
1
1,001-5,000
1

Email recency for this list is measured across the whole Germany list rather than for Berlin, so it is reported there. Company counts and contact totals on this page are exact for Berlin, over 60 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 asset and wealth management consulting firms, 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 Berlin, Germany whose own description of what they do matches “asset and wealth management consulting firms”. 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 asset and wealth management consulting firms), 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 asset and wealth management consulting firms, and records with no verified work email. Companies headquartered outside Berlin 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, 54 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 21, 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.

Asset and wealth management consulting firms by metro in Germany

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 asset and wealth management consulting firms, 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 asset and wealth management consulting firms are there based in Berlin, Germany?

RevenueBase identified 60 asset and wealth management consulting firms headquartered in Berlin, Germany 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?

Hansen & Heinrich AG, headquartered in Berlin, tops this list with the largest team on record.

Which city has the most asset and wealth management consulting firms?

Hamburg leads with 87 headquartered companies, followed by Munchen (64) and Berlin (60).

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 54 verified decision-maker contacts tracked across these 60 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 21, 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.