Company lists · Data refreshed September 2026
Top 25 Asset and wealth management consulting firms based in Mexico
RevenueBase identified 400 asset and wealth management consulting firms headquartered in Mexico as of September 2026 and tracks 6,954 professional contacts across them, including 400 with verified work emails. Ciudad De Mexico is the largest hub.
This list covers asset and wealth management consulting firms headquartered in Mexico, 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.
The 25 largest asset and wealth management consulting firms based in Mexico
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 3,906 contacts → | ||||
Indirect evidence “En Grupo Financiero Inbursa estamos comprometidos con México, somos un Grupo Financiero que integra el mejor capital humano para cuidar y hacer crecer de la manera más eficaz el…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 163 contacts → | ||||
Strong evidence “At Kempton Asset Management, we're dedicated to one goal: delivering exceptional asset management to our clients.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 93 contacts → | ||||
Indirect evidence “International Advisors is an independant firm of International Financial Advisors.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 69 contacts → | ||||
Indirect evidence “Hilco Global es una empresa independiente de servicios financieros que ofrece: Valoración, Monetización, Asesoramiento y Soluciones de Capital para todos los activos tangibles e…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 64 contacts → | ||||
Indirect evidence “Somos una Dirección de Agencia de GNP Seguros especializada en desarrollar agentes de seguros de alto desempeño y en brindar soluciones integrales de protección patrimonial para…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 61 contacts → | ||||
Indirect evidence “Desde 1995, nos dedicamos a dar un servicio altamente personalizado direccionado a dar soluciones financieras a través de la implementación de estrategias que contribuyan en la…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 36 contacts → | ||||
Indirect evidence “En Aurex Capital, estamos dedicados a proporcionar una gestión integral de carteras de valores, tomando decisiones de inversión en nombre y por cuenta de nuestros clientes.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 26 contacts → | ||||
Indirect evidence “Somos un equipo de Asesores Patrimoniales que ayudan a sus clientes a alcanzar sus objetivos financieros a corto, mediano y largo plazo en cinco pilares principales de protección…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 25 contacts → | ||||
Indirect evidence “En EQQUS, tenemos la misión de descubrir y resolver las necesidades financieras de nuestros clientes.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 21 contacts → | ||||
Indirect evidence “Impulsar la transición hacia la gestión eficiente y sostenible del patrimonio familiar.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 20 contacts → | ||||
Indirect evidence “ELAN es un despacho de consultoría de protección patrimonial y orientación financiera, con +8 años de experiencia en el mercado asegurador y de inversiones patrimoniales.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 20 contacts → | ||||
Indirect evidence “En Sherpa Capital somos un asesor independiente de inversiones con sede en México, regulado por la CNBV, enfocado en acompañar a clientes privados e institucionales en la…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 20 contacts → | ||||
Indirect evidence “Despacho de asesoría e intermediación financiera, que ofrece a empresas y personas físicas soluciones sobre seguros, inversión y estrategias de retiro.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 20 contacts → | ||||
Strong evidence “Capitel is a premier Mexican financial services group offering Investment Banking, Wealth and Asset Management, and Credit solutions.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 18 contacts → | ||||
Partial evidence “Modum is an independent, fiduciary, and fee-only wealth advisory firm dedicated to helping clients achieve their financial goals.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 16 | 17 contacts → | ||||
Indirect evidence “Blink es una empresa fresca e innovadora, formada por un grupo de profesionales con gran experiencia multisectorial en procesos de asesoría financiera a empresas, así como…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 17 | 17 contacts → | ||||
Indirect evidence “Realigo es una firma de asesores profesionales, especializada en consultoría financiera y patrimonial para personas físicas y morales.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 18 | 14 contacts → | ||||
Indirect evidence “Expertos en valuación independiente y consultoría financiera especializada.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 19 | 14 contacts → | ||||
Indirect evidence “We are, a Mexican company with over of experience helping companies understand and improve their business value.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 20 | 12 contacts → | ||||
Indirect evidence “Somos una firma de asesores de inversión independiente, formada por un grupo de personas con una amplia experiencia en los mercados financieros globales.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 21 | 12 contacts → | ||||
Strong evidence “Global financial advice and Wealth Management AGBC, is an independent financial company offering top-quality services in the fields of Personal Wealth Management and Multi Family…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 22 | 11 contacts → | ||||
Indirect evidence “Bienvenidos a Grupo Hedeker!” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 23 | 11 contacts → | ||||
Strong evidence “Founded in 2023, Holistic Advisors is a wealth management advisory firm, which solves your financial needs through a broad portfolio of investment alternatives.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 24 | 10 contacts → | ||||
Indirect evidence “Founded in 1997, RW is a firm dedicated to providing professional services for mergers and acquisitions, investment banking, corporate finance and strategy.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 25 | 10 contacts → | ||||
Indirect evidence “Leganta es una firma boutique de consultoría legal y financiera con sede en Guadalajara.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: asset and wealth management consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names asset and wealth management consulting firms.
- Partial evidence
- Its own public description names part of asset and wealth management consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset and wealth management consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 400 asset and wealth management consulting firms based in Mexico
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Asset and wealth management consulting firms based in Mexico at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Mexico, so it is reported there. Company counts and contact totals on this page are exact for Mexico, over 400 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 Mexico 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 Mexico 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, 400 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
- Asset and wealth management consulting firms in Ciudad De Mexico55
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 Mexico?
RevenueBase identified 400 asset and wealth management consulting firms headquartered in Mexico 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?
Inbursa Grupo Financiero, S.A. DE C.V, headquartered in Leon, tops this list with the largest team on record.
Which city has the most asset and wealth management consulting firms?
Ciudad De Mexico leads with 55 headquartered companies, followed by Cdmx (23) and Guadalajara (23).
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 400 verified decision-maker contacts tracked across these 400 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.
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