Company lists · Data refreshed September 2026

Top 25 Comprehensive financial planning firms based in Czechia

RevenueBase identified 109 company matches for comprehensive financial planning firms associated with Czechia as of September 2026 and tracks 4,326 professional contacts across them, including 744 with verified work emails. Prague is the largest hub.

This list covers company matches for comprehensive financial planning firms associated with Czechia, 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 19, 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 19, 2026 How this list was built
109Companies
4,326Contacts tracked
744Verified emails
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The 25 largest comprehensive financial planning firms based in Czechia

Ranked by team size
Top 25 of 109 company matches for comprehensive financial planning firms based in Czechia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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 matchPraha 4 – Chodov, Czech RepublicHQ recorded Sep 19, 20261,001-5,0001,775 contacts →

Exact match

“Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2Exact matchCzech RepublicHQ recorded Sep 19, 20261,001-5,0001,273 contacts →

Exact match

“Jsme finanční a realitní konzultanti.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3Exact matchPraha 11, Czech RepublicHQ recorded Sep 19, 2026201-500306 contacts →

Exact match

“Jsme zdravá síla ve světě financí a realit.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4Exact matchPraha 1, Czech RepublicHQ recorded Sep 19, 2026201-500232 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5Exact matchBrno, Czech RepublicHQ recorded Sep 19, 202651-20057 contacts →

Exact match

“Phoenix Investor Group je dynamicky sa rozvíjajúca skupina zaoberajúca sa sprostredkovaním a poradenstvom v oblasti investícií, financovania a zaistenia rizika.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6Exact matchBrno, Czech RepublicHQ recorded Sep 19, 202611-5054 contacts →

Exact match

“Jsme společnost sdružující certifikované finanční odborníky, kteří pomáhají našim klientům v zásadních životních situacích.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7Exact matchPraha 1, Czech RepublicHQ recorded Sep 19, 202611-5047 contacts →

Exact match

“Poradenská společnost Stone & belter vznikla v roce 2008.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8Exact matchČeské Budějvovice, Czech RepublicHQ recorded Sep 19, 202611-5022 contacts →

Exact match

“Společně světem financí Nabídky zaručeně výhodných půjček a pojištění se na nás valí ze všech stran.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9Exact matchBrno, Czech RepublicHQ recorded Sep 19, 202611-5021 contacts →

Exact match

“Jsme společnost sdružující finanční odborníky, zajišťujeme řešení v zásadních životních situacích.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10Exact matchUherské Hradiště, Czech RepublicHQ recorded Sep 19, 202651-20018 contacts →

Exact match

“Společnost ST Consult- je nezávislá finančněporadenská společnost s dlouholetou tradicí - je tvůrcem značky Altera – celostního poradenství budoucnosti - je první poradenskou…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11Exact matchPrague 3, Czech RepublicHQ recorded Sep 19, 202611-5014 contacts →

Exact match

“Společnost AMJ Finance & Sport poskytuje klientům komplexní služby v oblasti finančního poradenství a sportovního managementu.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12Exact matchPraha 5, Czech RepublicHQ recorded Sep 19, 202611-5011 contacts →

Exact match

“Každá společnost má svůj příběh a každý příběh někde začíná.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13Exact matchHustopeče, Czech RepublicHQ recorded Sep 19, 202651-2009 contacts →

Exact match

“Ve financích se pohybujeme roky.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14Exact matchKroměříž, Czech RepublicHQ recorded Sep 19, 20261-108 contacts →

Exact match

“Společnost KZ FINANCE spol.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15Exact matchBrno, Czech RepublicHQ recorded Sep 19, 20261-107 contacts →

Exact match

“Investiční poradenství Úvěry a Hypotéky Pojištění Finanční plánování”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16Exact matchBrno, Czech RepublicHQ recorded Sep 19, 202611-507 contacts →

Exact match

“Finanční služby - Analýza finančních potřeb - Finanční plánování - Hypotéky - Pojištění - Investování a spoření - Úvěry - Ochrana příjmu - Důchodové zabezpečení”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17Exact matchBrno, Czech RepublicHQ recorded Sep 19, 20261-106 contacts →

Exact match

“Hledáme to, co už nevidíte.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18Exact matchPrague 1, Czech RepublicHQ recorded Sep 19, 202651-2005 contacts →

Exact match

“Komplexní finanční plánování a investiční poradenství.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19Exact matchPraha 4, Czech RepublicHQ recorded Sep 19, 20261-104 contacts →

Exact match

“Soukromá poradenská společnost, poskytující služby Wealth management, Wealth planning, ekonomické a investiční poradenství, finanční plánování, dědictví, mezigenerační správa…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20Exact matchTurnov, Czech RepublicHQ recorded Sep 19, 20261-104 contacts →

Exact match

“Mortgage lending, insurance, wealth management and financial advisory.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21Exact matchKladno, Czech RepublicHQ recorded Sep 19, 202611-504 contacts →

Exact match

“Dávat financím každého z Vás smysl je v dnešní turbulentní době nelehký úkol.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22Exact matchHradec Králové, Czech RepublicHQ recorded Sep 19, 20261-104 contacts →

Exact match

“Jsme rodinná firma, a to nejen proto, že v ní společně pro vás pracují otec a synové.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23Exact matchMilevsko, Czech RepublicHQ recorded Sep 19, 20261-104 contacts →

Exact match

“Pokud bychom měli naši činnost shrnout do dvou slov, pak by to byla slova HLEDÁME ŘEŠENÍ.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24Exact matchHradec Králové, Czech RepublicHQ recorded Sep 19, 20261-103 contacts →

Exact match

“Pomáháme Vám na cestě k růstu množství Vašich peněz.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25Exact matchPraha 1, Czech RepublicHQ recorded Sep 19, 202651-2003 contacts →

Exact match

“YD Finance přináší jedinečné spojení profesionality zkušených specialistů z oblasti úvěrového a komplexního poradenství v oblasti pojišťovnictví a investic.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

Showing 25 of 109 comprehensive financial planning firms based in Czechia

See the full list, filter by size, metro and specialty, and access 744 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Comprehensive financial planning firms based in Czechia at a glance

As of Sep 19, 2026
17.2%Verified-email coverage
39.7Average contacts per company
1-10Median size (employees)
22.0%Largest-city concentration · Prague
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
63
11-50
33
51-200
8
201-500
2
1,001-5,000
3

Email recency for this list is measured worldwide rather than for Czechia, so it is reported there. Company counts and contact totals on this page are exact for Czechia, over 109 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 Czechia whose business descriptions match “comprehensive financial planning 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 744 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 19, 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 “comprehensive financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many comprehensive financial planning firms are there based in Czechia?

RevenueBase identified 109 company matches for comprehensive financial planning firms associated with Czechia 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?

Partners Financial Services, A.S tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most comprehensive financial planning firms?

Prague leads with 24 company records, followed by Brno (9) and Hradec Kralove (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 744 professional contacts with verified work emails tracked across these 109 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 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 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.