Company lists · Data refreshed September 2026

Top 25 Comprehensive financial planning firms based in Italy

Name: Comprehensive financial planning firms based in Italy
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 115 companies tracked

RevenueBase identified 115 comprehensive financial planning firms headquartered in Italy as of September 2026 and tracks 783 professional contacts across them, including 350 with verified work emails. Milan is the largest hub.

This list covers comprehensive financial planning firms headquartered in Italy, 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

115Companies

783Contacts tracked

350Verified emails

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The 25 largest comprehensive financial planning firms based in Italy

Ranked by team size

Top 25 of 115 comprehensive financial planning firms based in Italy, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to comprehensive financial planning 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Consultinvest Investimenti SIM SPA	Strong evidence	Modena, ItalyHQ checked Sep 19, 2026	51-200	258 contacts →
	Strong evidence “Financial Planners Network - Multibrand in Finance, Insurance and Credit.We help people to deal with various personal financial issues through proper planning, advising clients on…” Source: RevenueBase Database · checked Sep 19, 2026
2	Valori & Finanza Investimenti SIM S.P.A	Indirect evidence	Udine, ItalyHQ checked Sep 19, 2026	51-200	68 contacts →
	Indirect evidence “Valori & Finanza nasce da un sogno, il sogno di portare libertà, indipendenza e professionalità etica nel mondo della finanza.” Source: RevenueBase Database · checked Sep 19, 2026
3	Devere Italia	Indirect evidence	Milan, ItalyHQ checked Sep 19, 2026	51-200	48 contacts →
	Indirect evidence “deVere Italia S.r.l.” Source: RevenueBase Database · checked Sep 19, 2026
4	Gamma Capital Markets Succursale Italiana	Indirect evidence	Milan, ItalyHQ checked Sep 19, 2026	11-50	33 contacts →
	Indirect evidence “Gamma Capital Markets Succursale italiana è formata da un team di professionisti appassionati e metodici nel ricercare le migliori soluzioni di investimento.” Source: RevenueBase Database · checked Sep 19, 2026
5	Adhoc SCF	Indirect evidence	Milano, ItalyHQ checked Sep 19, 2026	11-50	18 contacts →
	Indirect evidence “Adhoc SCF è una società di consulenza finanziaria indipendente iscritta all'Albo specializzata nella prestazione su base indipendente (in totale assenza di conflitto d’interessi)…” Source: RevenueBase Database · checked Sep 19, 2026
6	IFA Consulting SCF	Indirect evidence	Verona, ItalyHQ checked Sep 19, 2026	11-50	17 contacts →
	Indirect evidence “IFA Consulting è società di consulenza finanziaria indipendente, iscritta nell Albo professionale tenuto e vigilato presso l’ Organismo dei Consulenti Finanziari istituto a…” Source: RevenueBase Database · checked Sep 19, 2026
7	Marzotto SIM S.P.A	Indirect evidence	Milano, ItalyHQ checked Sep 19, 2026	11-50	15 contacts →
	Indirect evidence “Marzotto Sim è autorizzata ad offre servizi di-Negoziazione per conto proprio (Delibera n.” Source: RevenueBase Database · checked Sep 19, 2026
8	Tekta Consulting SRL	Partial evidence	San Romano, ItalyHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “Mission: We help people build, manage and protect their wealth by providing them with the tools and information they need to make informed financial decisions.” Source: RevenueBase Database · checked Sep 19, 2026
9	Alfa SCF Società DI Consulenza Finanziaria SPA	Indirect evidence	Torino, ItalyHQ checked Sep 19, 2026	11-50	11 contacts →
	Indirect evidence “ALFA SCF è l’evoluzione del lavoro trentennale di ADB SpA e Lupotto & Partners, pionieri in Italia nella consulenza finanziaria indipendente e pianificazione patrimoniale.” Source: RevenueBase Database · checked Sep 19, 2026
10	Soldiexpert SCF	Indirect evidence	Milan, ItalyHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence “Fra i primi in Italia a offrire ai risparmiatori una consulenza non fintamente attiva e non in conflitto d'interessi.” Source: RevenueBase Database · checked Sep 19, 2026
11	Veneris Family Office Società DI Consulenza Finanziaria	Indirect evidence	Spresiano, ItalyHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “Veneris Family Office è una società di consulenza finanziaria che, a differenza di banche ed altri intermediari finanziari (banche – promotori finanziari – private banker – agenti…” Source: RevenueBase Database · checked Sep 19, 2026
12	Panrhema SCF	Indirect evidence	Milan, ItalyHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “Panrhema SCF è una Società di Consulenza Finanziaria Indipendente che opera nell’interesse esclusivo dei propri clienti privati e istituzionali.” Source: RevenueBase Database · checked Sep 19, 2026
13	Marfis Advisors	Indirect evidence	Sammichele Di Bari, ItalyHQ checked Sep 19, 2026	11-50	7 contacts →
	Indirect evidence “Siamo professionisti del mondo assicurativo e finanziario.” Source: RevenueBase Database · checked Sep 19, 2026
14	Meridian Consulenti Finanziari Indipendenti	Indirect evidence	Milano, ItalyHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Meridian è una società di consulenza finanziaria indipendente – iscritta nella sezione delle Società di Consulenza Finanziaria dell’Albo Unico dei consulenti Finanziari.” Source: RevenueBase Database · checked Sep 19, 2026
15	Garnell Capital Partners	Indirect evidence	Milan, ItalyHQ checked Sep 19, 2026	11-50	6 contacts →
	Indirect evidence “Garnell nasce nel 2004 dall’incontro di partner uniti da una visione comune e i cui diversi background si fondono in una speciale combinazione di competenze, esperienza e…” Source: RevenueBase Database · checked Sep 19, 2026
16	Archeide SCF SRL	Indirect evidence	Treviso, ItalyHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Società di Consulenza Finanziaria Indipendente dal 2006 Attività di “pianificazione finanziaria economica patrimoniale personale ed aziendale”, il che consiste essenzialmente…” Source: RevenueBase Database · checked Sep 19, 2026
17	Moneyadvisor SCF SRL	Indirect evidence	Ravenna, ItalyHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Consulenza Finanziaria Indipendente per Privati e Aziende.” Source: RevenueBase Database · checked Sep 19, 2026
18	Agentur Profanter	Indirect evidence	Castelrotto, ItalyHQ checked Sep 19, 2026	11-50	4 contacts →
	Indirect evidence “1987 als Anlageberatung ins Leben gerufen, vertrauen heute zahlreiche Kunden, aus dem Schlerngebiet und weit darüber hinaus, auf unsere kompetente und persönliche Beratung in den…” Source: RevenueBase Database · checked Sep 19, 2026
19	Davide Berti Wealth Management	Indirect evidence	Genoa, ItalyHQ checked Sep 19, 2026	11-50	3 contacts →
	Indirect evidence “Aiutiamo le persone ad individuare soluzioni personalizzate di investimento tramite- analisi di serie storiche- utilizzo di modelli statistici avanzati- scrupolosa profilazione…” Source: RevenueBase Database · checked Sep 19, 2026
20	Alut Finanza Indipendente	Indirect evidence	Thiene, ItalyHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Siamo un team di CONSULENTI FINANZIARI INDIPENDENTI da banche e istituzioni finanziarie.” Source: RevenueBase Database · checked Sep 19, 2026
21	Confini	Indirect evidence	Rome, ItalyHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Siamo un team di consulenti finanziari indipendenti impegnati a lavorare esclusivamente per il tuo interesse, senza vincoli con banche o con società di gestione.” Source: RevenueBase Database · checked Sep 19, 2026
22	81 SCF Family Office	Indirect evidence	Vicenza, ItalyHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “81 SCF Family Office è una società di consulenza finanziaria sita in Vicenza che svolge la propria attività da oltre 19 anni.” Source: RevenueBase Database · checked Sep 19, 2026
23	Advest	Partial evidence	Milano, ItalyHQ checked Sep 19, 2026	11-50	2 contacts →
	Partial evidence “A point of reference in the field of financial advisory, a valid support for families, entrepreneurs and institutions.” Source: RevenueBase Database · checked Sep 19, 2026
24	FP Financial Consulting	Indirect evidence	Treviso, ItalyHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “PERCHÈ RIVOLGERSI AD UN CONSULENTE FINANZIARIO INDIPENDENTE?” Source: RevenueBase Database · checked Sep 19, 2026
25	Studio Cappiello	Indirect evidence	Brescia, ItalyHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Lo Studio Cappiello si occupa di consulenza e pianificazione finanziaria sia per aziende che per privati.” Source: RevenueBase Database · checked Sep 19, 2026

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: comprehensive financial planning 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 comprehensive financial planning firms.
Partial evidence: Its own public description names part of comprehensive financial planning firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name comprehensive financial planning 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 115 comprehensive financial planning firms based in Italy

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Comprehensive financial planning firms based in Italy at a glance

As of Sep 19, 2026

44.7%Verified-email coverage

6.8Average contacts per company

1-10Median size (employees)

9.6%Largest-city concentration · Milan

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured worldwide rather than for Italy, so it is reported there. Company counts and contact totals on this page are exact for Italy, over 115 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 comprehensive financial planning 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 Italy whose own description of what they do matches “comprehensive financial planning 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 comprehensive financial planning 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 comprehensive financial planning firms, and records with no verified work email. Companies headquartered outside Italy 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, 350 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 comprehensive financial planning 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 comprehensive financial planning firms are there based in Italy?

RevenueBase identified 115 comprehensive financial planning firms headquartered in Italy 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?

Consultinvest Investimenti SIM SPA, headquartered in Modena, tops this list with the largest team on record.

Which city has the most comprehensive financial planning firms?

Milan leads with 11 headquartered companies, followed by Milano (10) and Treviso (6).

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 350 verified decision-maker contacts tracked across these 115 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.