Company lists · Data refreshed September 2026

Top 12 Asset and wealth management consulting firms based in Peru

RevenueBase identified 74 company matches for asset and wealth management consulting firms associated with Peru as of September 2026 and tracks 2,342 professional contacts across them, including 399 with verified work emails. Lima is the largest hub.

This list covers company matches for asset and wealth management consulting firms associated with Peru, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 21, 2026 How this list was built
74Companies
2,342Contacts tracked
399Verified emails
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The 12 largest asset and wealth management consulting firms based in Peru

Ranked by team size
Top 12 of 74 company matches for asset and wealth management consulting firms based in Peru, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchLima, PeruHQ recorded Sep 21, 20261,001-5,0001,971 contacts →

Exact match

“Somos la compañía de Asesoría y Gestión de Inversiones del grupo Credicorp Ltd, uno de los holdings financieros más grandes de la región.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2Exact matchLima, PeruHQ recorded Sep 21, 202611-5026 contacts →

Exact match

“Independent Wealth Advisors and Institutional Fund Distributors For the last 18 years our wealth advisory business offer the best personalized solutions in tax, fiduciary and…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3Exact matchLima, PeruHQ recorded Sep 21, 202611-5020 contacts →

Exact match

“Misti Capital es una firma independiente especializada en servicios de asesoría financiera, liderada por socios de reconocida trayectoria y amplia experiencia en el mercado.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4Exact matchLima, PeruHQ recorded Sep 21, 20261-109 contacts →

Exact match

“Una consultoría integral con enfoque principal en planificación financiera empresarial y familiar (asesoría patrimonial e inversiones), además de otros servicios de asesoría…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5Exact matchLima, PeruHQ recorded Sep 21, 202651-2008 contacts →

Exact match

“Macro Wealth Management es la empresa de asesoría en gestión patrimonial del Grupo Macro.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6Exact matchLima, PeruHQ recorded Sep 21, 20261-107 contacts →

Exact match

“Virtua Asesores es una consultora financiera fundada en el 2013, que se dedica a la consultoría financiera, estructuración de financiamientos, valorización de empresas y fusiones…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7Exact matchLima, PeruHQ recorded Sep 21, 20261-106 contacts →

Exact match

“Value Business Solutions es una consultora de finanzas, economía, gestión de activos y desarrollo de proyectos.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8Exact matchLima, PeruHQ recorded Sep 21, 202611-506 contacts →

Exact match

“VALORUM forma parte de ROYAL SERVICE APPRAISALS GROUP, Grupo Internacional con sede central en EEUU y con oficinas en Fort Myers-Florida.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9Exact matchLima, PeruHQ recorded Sep 21, 20261-106 contacts →

Exact match

“El Dorado Investments es una compañía de asesoría especializada en la estructuración y colocación de productos de inversión, y en el diseño y gestión de portafolios de inversión.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10Exact matchLima, PeruHQ recorded Sep 21, 20261-104 contacts →

Exact match

“Nos dedicamos a la asesoría en inversiones y finanzas corporativas tanto a personas naturales como a personas jurídicas.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11Exact matchLima, PeruHQ recorded Sep 21, 202611-503 contacts →

Exact match

“Somos una compañía especializada en soluciones de construcción patrimonial, así como Wealth Management para clientes afluentes en América Latina.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12Exact matchSantiago De Surco, PeruHQ recorded Sep 21, 20261-102 contacts →

Exact match

“Somos una empresa especializada en asesoría financiera a personas y empresas, en el campo de las finanzas personales.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

Showing 12 of 74 asset and wealth management consulting firms based in Peru

See the full list, filter by size, metro and specialty, and access 399 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 Peru at a glance

As of Sep 21, 2026
17.0%Verified-email coverage
31.6Average contacts per company
1-10Median size (employees)
43.2%Largest-city concentration · Lima
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
45
11-50
22
51-200
4
201-500
1
1,001-5,000
1

Email recency for this list is measured worldwide rather than for Peru, so it is reported there. Company counts and contact totals on this page are exact for Peru, over 74 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 Peru 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 399 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.

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 Peru?

RevenueBase identified 74 company matches for asset and wealth management consulting firms associated with Peru 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?

Credicorp Capital 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?

Lima leads with 32 company records, followed by San Isidro (19) and Miraflores (5).

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 399 professional contacts with verified work emails tracked across these 74 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.

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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.