Company lists · Data refreshed September 2026

Top 25 Comprehensive financial planning firms based in Mexico

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 261 companies tracked

RevenueBase identified 261 comprehensive financial planning firms headquartered in Mexico as of September 2026 and tracks 1,395 professional contacts across them, including 92 with verified work emails. Ciudad De Mexico is the largest hub.

This list covers comprehensive financial planning 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 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

261Companies

1,395Contacts tracked

92Verified emails

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The 25 largest comprehensive financial planning firms based in Mexico

Ranked by team size

Top 25 of 261 comprehensive financial planning firms based in Mexico, 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	International Advisor LTD	Partial evidence	Polanco, MexicoHQ checked Sep 19, 2026	11-50	93 contacts →
	Partial evidence “International Advisors is an independant firm of International Financial Advisors.” Source: RevenueBase Database · checked Sep 19, 2026
2	Finestra Cultura Financiera	Partial evidence	Zapopan Jalisco, MexicoHQ checked Sep 19, 2026	51-200	87 contacts →
	Partial evidence “FINESTRA es una empresa de consultoría financiera enfocada a lograr el éxito financiero de sus clientes.” Source: RevenueBase Database · checked Sep 19, 2026
3	MG Capital Asesores, S.A. DE C.V., Asesores EN Inversiones Independientes	Partial evidence	San Pedro Garza García, MexicoHQ checked Sep 19, 2026	51-200	61 contacts →
	Partial 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 19, 2026
4	Aurex Capital	Indirect evidence	San Pedro Garza García, MexicoHQ checked Sep 19, 2026	51-200	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 19, 2026
5	Eqqus Wealth Management	Partial evidence	Zapopan, MexicoHQ checked Sep 19, 2026	1-10	25 contacts →
	Partial evidence “En EQQUS, tenemos la misión de descubrir y resolver las necesidades financieras de nuestros clientes.” Source: RevenueBase Database · checked Sep 19, 2026
6	Invervá Soluciones	Partial evidence	Ciudad De México, MexicoHQ checked Sep 19, 2026	51-200	21 contacts →
	Partial evidence “Somos un grupo de asesores financieros independientes que se encargan de orientar y/o preparar económicamente a la gente para cuando más lo necesita, nuestra meta es brindarle las…” Source: RevenueBase Database · checked Sep 19, 2026
7	Aptia Bienestar Financiero	Partial evidence	México, MexicoHQ checked Sep 19, 2026	11-50	20 contacts →
	Partial 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 19, 2026
8	Realigo	Partial evidence	San Pedro Garza Garcia, MexicoHQ checked Sep 19, 2026	11-50	17 contacts →
	Partial evidence “Realigo es una firma de asesores profesionales, especializada en consultoría financiera y patrimonial para personas físicas y morales.” Source: RevenueBase Database · checked Sep 19, 2026
9	Holistic Advisors	Partial evidence	Monterrey, MexicoHQ checked Sep 19, 2026	11-50	11 contacts →
	Partial 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 19, 2026
10	Mapeg Consultores	Partial evidence	Miguel Hidalgo, MexicoHQ checked Sep 19, 2026	11-50	11 contacts →
	Partial evidence “MAPEG CONSULTORES es socio comercial de Prudential Seguros México, y nos especializamos en consultoría de análisis financiero individual para protección familiar.” Source: RevenueBase Database · checked Sep 19, 2026
11	WLT Partners	Indirect evidence	Miguel Hidalgo, MexicoHQ checked Sep 19, 2026	1-10	10 contacts →
	Indirect evidence “El principal objetivo de WLT Partners es entender las necesidades de nuestros clientes.” Source: RevenueBase Database · checked Sep 19, 2026
12	Buhox W	Partial evidence	Monterrey, MexicoHQ checked Sep 19, 2026	1-10	9 contacts →
	Partial evidence “Asesores en Inversiones \| Para los individuos o familias que busquen una inversión para el largo plazo y un acompañamiento en las decisiones financieras más importantes” Source: RevenueBase Database · checked Sep 19, 2026
13	Atman Financial Consultancy	Partial evidence	Mexico D.f, MexicoHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “From Estate planning to Life Insurance, Retirement options or Private Banking, we are here to help.” Source: RevenueBase Database · checked Sep 19, 2026
14	neek.mx	Indirect evidence	Monterrey, MexicoHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Neek es un servicio de asesoría especializada en finanzas personales, buscando crear un estilo de vida que te permita lograr metas a largo plazo, aprovechando los beneficios de…” Source: RevenueBase Database · checked Sep 19, 2026
15	Grupo Mtzb	Indirect evidence	Naucalpan, MexicoHQ checked Sep 19, 2026	201-500	6 contacts →
	Indirect evidence “Hands on investment firm” Source: RevenueBase Database · checked Sep 19, 2026
16	Private Capital México	Partial evidence	MexicoHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “Private Capital Management SAPI de CV (Private Capital) is a Financial Advisory based in Mexico City.” Source: RevenueBase Database · checked Sep 19, 2026
17	Vidaplan	Strong evidence	Granada, MexicoHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong evidence “Vida Plan is a consulting firm that offers an integral financial planning diagnosis specially designed to meet client´s needs.” Source: RevenueBase Database · checked Sep 19, 2026
18	MS Advisors Wealth Management	Indirect evidence	Miguel Hidalgo, MexicoHQ checked Sep 19, 2026	11-50	4 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
19	Unoauno Estrategia Financiera	Indirect evidence	San Miguel Chapultepec, MexicoHQ checked Sep 19, 2026	11-50	4 contacts →
	Indirect evidence “Fundada en 2009 con el propósito de ayudar a nuestros clientes a construir su patrimonio.” Source: RevenueBase Database · checked Sep 19, 2026
20	Soto Y Asociados	Partial evidence	Miguel Hidalgo, MexicoHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Explora el mundo de la seguridad financiera con Soto y Asociados!” Source: RevenueBase Database · checked Sep 19, 2026
21	Waspert Consultoría Financiera	Indirect evidence	MexicoHQ checked Sep 19, 2026	11-50	3 contacts →
	Indirect evidence “Somos una empresa dedicada a la asesoría de personas físicas y morales en la contratación y manejo de seguros, fianzas, fondos de inversión, impuestos, productos bancarios y Afore.” Source: RevenueBase Database · checked Sep 19, 2026
22	25 Siete	Partial evidence	Ciudad De Mexico, MexicoHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Protegemos lo más importante para las personas y aseguramos un futuro financiero próspero.” Source: RevenueBase Database · checked Sep 19, 2026
23	Inteligencia Financiera, Consultoría Patrimonial	Partial evidence	Mexico City, MexicoHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Somos un despacho enfocado en garantizar un mejor futuro financiero para nuestros clientes, ayudándolos a tener finanzas más sanas, planear sus metas financieras y proteger su…” Source: RevenueBase Database · checked Sep 19, 2026
24	Ficavi	Partial evidence	Coyoacán, MexicoHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Diseñamos una arquitectura financiera integral para optimizar y proteger su patrimonio a través de instituciones financieras líderes a nivel nacional.” Source: RevenueBase Database · checked Sep 19, 2026
25	EON	Indirect evidence	MexicoHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Asesores en gestión y plantación patrimonial” 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 261 comprehensive financial planning firms based in Mexico

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Comprehensive financial planning firms based in Mexico at a glance

As of Sep 19, 2026

6.6%Verified-email coverage

5.3Average contacts per company

1-10Median size (employees)

17.6%Largest-city concentration · Ciudad De Mexico

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

161

11-50

51-200

201-500

501-1,000

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 261 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 Mexico 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 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, 92 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.

Comprehensive financial planning firms by metro

Comprehensive financial planning firms in Ciudad De Mexico46

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 Mexico?

RevenueBase identified 261 comprehensive financial planning 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?

International Advisor LTD, headquartered in City, tops this list with the largest team on record.

Which city has the most comprehensive financial planning firms?

Ciudad De Mexico leads with 46 headquartered companies, followed by Mexico (17) and Cdmx (14).

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 92 verified decision-maker contacts tracked across these 261 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.