Company lists · Data refreshed September 2026

Top 25 Chartered financial planners based in Sweden

RevenueBase identified 52 chartered financial planners headquartered in Sweden as of September 2026 and tracks 294 professional contacts across them, including 147 with verified work emails. Stockholm is the largest hub.

This list covers chartered financial planners headquartered in Sweden, 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 19, 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 19, 2026 86% judged on-target in blind review
52Companies
294Contacts tracked
147Verified emails
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The 25 largest chartered financial planners based in Sweden

Ranked by team size
Top 25 of 52 chartered financial planners based in Sweden, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to chartered financial planners: 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 evidenceStockholm, SwedenHQ checked Sep 19, 202611-5033 contacts →

Indirect evidence

“JRS Asset Managements verksamhet handlar om att förvalta kundens tillgångar professionellt utifrån dennes specifika behov och leverera avkastning som ligger i linje med eller…”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceStockholm, SwedenHQ checked Sep 19, 202611-5024 contacts →

Indirect evidence

“Vi erbjuder kvalificerad kapitalförvaltning och personlig rådgivning till privatpersoner, företag och institutioner.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceGöteborg, SwedenHQ checked Sep 19, 202611-5019 contacts →

Indirect evidence

“Med oss på Zikta får du som privatperson eller företagare en erfaren och fristående rådgivare inom placering, sparande och försäkring.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceKiruna, SwedenHQ checked Sep 19, 202611-5014 contacts →

Indirect evidence

“Vi är din personliga rådgivare och självklara samarbetspartner som hjälper dig med pension, kapital, försäkring, och investeringar.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceLinköping, SwedenHQ checked Sep 19, 202611-5013 contacts →

Indirect evidence

“Circle Capital erbjuder både privatpersoner och företag finansiell rådgivning inom spara och placera, pension, skatt och försäkringar utifrån din unika situation.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceStockholm, SwedenHQ checked Sep 19, 202611-5013 contacts →

Indirect evidence

“von Euler & Partners, en del av Säkragruppen.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceEskilstuna, SwedenHQ checked Sep 19, 20261-1012 contacts →

Indirect evidence

“Portfolio Försäkra är rådgivare och förmedlare av försäkringar och finansiella produkter.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceStockholm, SwedenHQ checked Sep 19, 202611-508 contacts →

Indirect evidence

“Akademisk Marknadsanalys är ett företag som jobbar med behovsanpassad rådgivning.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceNorrköping, SwedenHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

“Energia Capital AB - den personliga ekonomiska rådgivaren”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceStockholm, SwedenHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

“Tjänster inom finansiell planering, affärsrådgivning och kapitalförvaltning till framförallt entreprenörer och ägarledda företag.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceVästerås, SwedenHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“Ceteri utvärderar samtiden för att kunna navigera mot framtiden, genom kundnära värdeskapande lösningar som optimerar tillgångar, med en strävan att ge kunden förutsättningar att…”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceMalmö, SwedenHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“Visst kan det vara svårt att både äta kakan och ha den kvar.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceUmeå, SwedenHQ checked Sep 19, 202611-506 contacts →

Indirect evidence

“Eterum vill göra det enklare och mer begripligt för dig att trygga din privatekonomi.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceNyköping, SwedenHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

“Det personliga engagemanget är viktigt för oss Vår uppgift är att hjälpa dig att leva ett mer rikt liv, nu och i framtiden.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceLinköping, SwedenHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

“Finansiell rådgivning - ett hantverk Garantum Wealth Management AF förmedlar sparande, placerings- och pensionslösningar till privat- och företagskunder samt institutioner.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceVänersborg, SwedenHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

“Vi stöttar, vägleder och guidar dig i riktning mot en hållbar livsekonomi, ett ekonomiskt välmående, där fokus ligger på att du ska få ut maximal effekt av din ekonomi i ditt liv.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceNorrköping, SwedenHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Rådgivning för företag och privatpersoner.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceMalmö, SwedenHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Fråga oss om förvaltning, placeringar, investeringar och försäkringar.”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidence40224, SwedenHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Vi hjälper privatpersoner, företag och stiftelser med försäkrings- och placeringsbehov.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceStenungsund, SwedenHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Vi erbjuder rådgivning inom finansiella produkter och livförsäkring till både privatperson som till företag.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceStockholm, SwedenHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Rosenberg Hjorth Kapitalförvaltning är ett rådgivningsföretag som aktivt arbetar med förmögenhetsförvaltning riktad mot företag och privatpersoner.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceStockholm, SwedenHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Real Finans och Försäkring arbetar med skräddarsydd finansiell rådgivning mot privatpersoner och företag.”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceVarberg, SwedenHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Personliga råd anpassade för dig och inte alla andra.”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceVästerås, SwedenHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Vi är unika för att ni är det!”

Source: RevenueBase Database · checked Sep 19, 2026
25Partial evidenceStockholm, SwedenHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“Kapitalinvest provides financial advice and help individuals, business owners and institutions build, preserve and manage wealth so they can pursue their financial goals.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 52 chartered financial planners based in Sweden

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Chartered financial planners based in Sweden at a glance

As of Sep 19, 2026
50.0%Verified-email coverage
5.7Average contacts per company
1-10Median size (employees)
38.5%Largest-city concentration · Stockholm
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
38
11-50
13
201-500
1

Email recency for this list is measured worldwide rather than for Sweden, so it is reported there. Company counts and contact totals on this page are exact for Sweden, over 52 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 chartered financial planners, 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 Sweden whose own description of what they do matches “chartered financial planners”. 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 chartered financial planners), 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 chartered financial planners, and records with no verified work email. Companies headquartered outside Sweden 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, 147 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 19, 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 chartered financial planners, 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 chartered financial planners are there based in Sweden?

RevenueBase identified 52 chartered financial planners headquartered in Sweden 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?

JRS Asset Management, headquartered in Stockholm, tops this list with the largest team on record.

Which city has the most chartered financial planners?

Stockholm leads with 20 headquartered companies, followed by Goteborg (3) and Umea (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 147 verified decision-maker contacts tracked across these 52 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 19, 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.