Company lists · Data refreshed September 2026
Top 25 Comprehensive financial planning firms based in Spain
RevenueBase identified 145 comprehensive financial planning firms headquartered in Spain as of September 2026 and tracks 1,365 professional contacts across them, including 161 with verified work emails. Madrid is the largest hub.
This list covers comprehensive financial planning firms headquartered in Spain, 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.
The 25 largest comprehensive financial planning firms based in Spain
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 104 contacts → | ||||
Indirect evidence “AXA Exclusiv nace con el objetivo de dar respuesta a los clientes más exigentes, aquellos que necesitan un asesoramiento patrimonial estable y continuado de la mano de un…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 61 contacts → | ||||
Partial evidence “Tomamos partido por ti" Nos dedicamos a la asesoría independiente y personalizada en inversiones, colaborando con entidades financieras de primer nivel.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 52 contacts → | ||||
Partial evidence “Inversimply es la empresa líder en planificación financiera en España, ofreciendo un asesoramiento 360º en todos los aspectos financieros.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 49 contacts → | ||||
Indirect evidence “Wealth Solutions, asesora a clientes de altos patrimonios tanto particulares como de instituciones (Fundaciones, ONG's, Sociedades de inversión, Single Family Offices, etc.) en…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 46 contacts → | ||||
Indirect evidence “Sabemos lo que para ti tiene valor.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 20 contacts → | ||||
Strong evidence “We provide independent, international and individual financial planning and wealth management advice to clients all over the world.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 19 contacts → | ||||
Strong evidence “Who we are: SJB Global specialises in providing fee-based financial planning to expats worldwide and work under the largest financial adviser network outside of the UK with USD 2…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 19 contacts → | ||||
Indirect evidence “En Talenta SGIIC nos especializamos en la gestión patrimonial independiente, ofreciendo soluciones personalizadas que se adaptan a las necesidades específicas de cada cliente.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 14 contacts → | ||||
Partial evidence “Servicios de Asesoramiento patrimonial y financiero a personas físicas tendentes a obtener una rentabilidad de su patrimonio acordes a sus requerimientos.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 14 contacts → | ||||
Partial evidence “SLM es una firma de análisis financiero cuyo principal objetivo es ofrecer un servicio financiero basado única y exclusivamente en el interés del cliente.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 13 contacts → | ||||
Indirect evidence “El grupo RBS Global Consulting nació hace más de 10 años de la mano de profesionales de la Banca Privada y Corporativa con el afán de ofrecer al cliente un servicio de…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 8 contacts → | ||||
Partial evidence “Consilio Asesores Patrimoniales Independientes, EAF, registrada en la CNMV con el número 133, es una firma de asesoramiento financiero que trata de dar respuesta a una demanda…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 7 contacts → | ||||
Partial evidence “In Invexcel Patrimonio we advise families and institutions requiring savvy, bespoke and unbiased financial advice, with an entrepreneurial vision of wealth.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 7 contacts → | ||||
Indirect evidence “Investment & Advisory” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6 contacts → | ||||
Partial evidence “Educación Financiera.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 5 contacts → | ||||
Partial evidence “Hemos podido observar en los últimos 20 años la proliferación de compañías de cualquier tamaño en el sector financiero.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5 contacts → | ||||
Strong evidence “Amalia Wealth provides financial planning services.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 4 contacts → | ||||
Strong evidence “Baycrest Wealth brings a fresh energy in the field of International Financial Services, Financial Planning and Wealth Management.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 contacts → | ||||
Indirect evidence “Brindamos a un grupo selecto de clientes asesoramiento y gestión personalizada y un servicio superior.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Partial evidence “NILSA ASESORES proporcionamos asesoramiento fiscal y financiero integral de confianza, su tranquilidad es nuestro éxito.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Partial evidence “Quality Finance Wealth Management es una firma de asesoramiento financiero especializada en planificación patrimonial personalizada.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Partial evidence “Empresa de asesoramiento financiero dedicada a particulares, familias, y empresas.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Indirect evidence “Somos una Agencia exclusiva de Allianz, con más de 20 años de experiencia y que desde el 2018 estamos trabajando desde nuestras nuevas oficinas para que todos nuestros clientes…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Indirect evidence “Asesoría global e integral para empresas y particulares” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Partial evidence “He creado Dardanius Financial Solutions para dar solución integral, de forma independiente, a todos mis clientes.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
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 145 comprehensive financial planning firms based in Spain
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Comprehensive financial planning firms based in Spain at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Spain, so it is reported there. Company counts and contact totals on this page are exact for Spain, over 145 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 Spain 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 Spain 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, 161 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 Madrid47
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 Spain?
RevenueBase identified 145 comprehensive financial planning firms headquartered in Spain 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?
AXA Exclusiv, headquartered in Madrid, tops this list with the largest team on record.
Which city has the most comprehensive financial planning firms?
Madrid leads with 47 headquartered companies, followed by Barcelona (23) and Malaga (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 161 verified decision-maker contacts tracked across these 145 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.
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