Company lists · Data refreshed November 2026
Top 25 Concierge wealth services based in Italy
RevenueBase identified 234 company matches for concierge wealth services associated with Italy as of November 2026 and tracks 15,014 professional contacts across them, including 5,192 with verified work emails. Milan is the largest hub.
This list covers company matches for concierge wealth services associated with Italy, 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 November 6, 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.
The 25 largest concierge wealth services based in Italy
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 5,957 contacts → | ||||
Exact match “Fideuram Intesa Sanpaolo Private Banking, è una società del gruppo Intesa Sanpaolo, specializzata nella produzione, gestione e distribuzione di servizi e prodotti finanziari alla…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 1,537 contacts → | ||||
Exact match “All’avanguardia da 50 anni, per dare giusto valore al tempo.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 296 contacts → | ||||
Exact match “L’impegno di UniCredit per i grandi patrimoni italiani si distingue per l’alto livello di servizio e la specializzazione nella gestione di capitali, uniti all’alto potenziale di…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 255 contacts → | ||||
Exact match “L’indipendenza, in Banca Intermobiliare, è il valore portante: è alla base della nostra identità.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 254 contacts → | ||||
Exact match “Kairos was founded in as an entrepreneurial initiative in the asset management sector.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 244 contacts → | ||||
Exact match “Il Gruppo OVB, la cui capogruppo ha sede a Colonia, è uno dei fornitori di servizi patrimoniali leader a livello europeo.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 196 contacts → | ||||
Exact match “Banca Profilo è un istituto indipendente che opera nella gestione del patrimonio di clienti privati e istituzionali, oltre che nell'offerta di specifici servizi finanziari alle…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 195 contacts → | ||||
Exact match “Da 100 anni affianchiamo i nostri clienti nella gestione e valorizzazione del loro patrimonio.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 138 contacts → | ||||
Exact match “Unione Fiduciaria is Italy's leading fiduciary company by assets under administration.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 137 contacts → | ||||
Exact match “Südtirol Bank was founded as an independent private bank in 2008 and through its network of financial advisors it is present throughout Italy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 110 contacts → | ||||
Exact match “Asfalia è una società formata da professionisti con anni di esperienza e competenze specifiche nei settori finanziario e assicurativo.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 80 contacts → | ||||
Exact match “Solutions Capital Management Sim S.p.A.(SCM SIM) è una società di intermediazione mobiliare autorizzata alla gestione di portafogli, alla consulenza in materia di investimenti e…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 61 contacts → | ||||
Exact match “Valori & Finanza nasce da un sogno, il sogno di portare libertà, indipendenza e professionalità etica nel mondo della finanza.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 60 contacts → | ||||
Exact match “La nostra è un'attività fatta da persone per persone, non un processo industriale standardizzato.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 49 contacts → | ||||
Exact match “deVere Italia S.r.l.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 33 contacts → | ||||
Exact match “Simon Fiduciaria nasce nel 1986 per prestare servizi fiduciari a importanti gruppi familiari, imprenditori e professionisti, a livello nazionale ed estero.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 32 contacts → | ||||
Exact match “SPAFID è la Fiduciaria che dal 1941 si dedica all’amministrazione fiduciaria di patrimoni privati, accompagnando le famiglie nel governo delle dinamiche patrimoniali e nella…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 30 contacts → | ||||
Exact match “Gamma Capital Markets Succursale italiana è formata da un team di professionisti appassionati e metodici nel ricercare le migliori soluzioni di investimento.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 19 contacts → | ||||
Exact match “Siamo una società di intermediazione mobiliare che, con elevata professionalità e consolidati livelli di competenza, supporta la propria clientela, istituzionale e privata…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 18 contacts → | ||||
Exact match “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)…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 18 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 16 contacts → | ||||
Exact match “Administrators of Family assets Hera Fiduciaria offre servizi per amministrare al meglio il patrimonio familiare, assicurandone tutela, conservazione e valorizzazione nel tempo…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 16 contacts → | ||||
Exact match “Marzotto Sim è autorizzata ad offre servizi di-Negoziazione per conto proprio (Delibera n.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 14 contacts → | ||||
Exact match “ReVersal S.I.M, società parte del Gruppo quotato TXT, è una realtà di Intermediazione Mobiliare dall'impronta innovativa ispirata alle best practice del mondo degli investimenti…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 13 contacts → | ||||
Exact match “Studio specializzato in Trust, Pianificazione Patrimoniale e Consulenza Fiscale Paolo Gaeta & Associati è uno studio leader nella pianificazione patrimoniale, wealth management e…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “concierge wealth services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 234 concierge wealth services based in Italy
See the full list, filter by size, metro and specialty, and access 5,192 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Concierge wealth services based in Italy at a glance
As of Nov 6, 2026Companies by employee count
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 234 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 Italy whose business descriptions match “concierge wealth services” 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 5,192 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 November 6, 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.
Concierge wealth services by metro
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 “concierge wealth services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many concierge wealth services are there based in Italy?
RevenueBase identified 234 company matches for concierge wealth services associated with Italy as of November 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?
Fideuram tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most concierge wealth services?
Milan leads with 83 company records, followed by Rome (13) and Turin (13).
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 5,192 professional contacts with verified work emails tracked across these 234 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 234 concierge wealth services based in Italy. Start with a free account, no credit card.
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Concierge wealth services by geography
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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.
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Company intelligence · public preview
Top 25 concierge wealth services based in Italy
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 234 matching company records for concierge wealth services based in Italy, with 15,014 tracked contacts and 5,192 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 concierge wealth services based in Italy
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Fideuramfideuram.itHQ: Turin, ItalyReported employees: 5,001-10,000 | Turin, Italy | 5,001-10,000 | Exact match | 5,957 contacts → |
“Fideuram Intesa Sanpaolo Private Banking, è una società del gruppo Intesa Sanpaolo, specializzata nella produzione, gestione e distribuzione di servizi e prodotti finanziari alla…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Allianz Bank Financial Advisorsallianzbank.itHQ: Milan, ItalyReported employees: 501-1,000 | Milan, Italy | 501-1,000 | Exact match | 1,537 contacts → |
“All’avanguardia da 50 anni, per dare giusto valore al tempo.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Unicredit Wealth Management E Private Bankingunicredit.itHQ: Milan, ItalyReported employees: 10001+ | Milan, Italy | 10001+ | Exact match | 296 contacts → |
“L’impegno di UniCredit per i grandi patrimoni italiani si distingue per l’alto livello di servizio e la specializzazione nella gestione di capitali, uniti all’alto potenziale di…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Banca Intermobiliare DI Investimenti E Gestioni SPAbancaintermobiliare.comHQ: Turin, ItalyReported employees: 51-200 | Turin, Italy | 51-200 | Exact match | 255 contacts → |
“L’indipendenza, in Banca Intermobiliare, è il valore portante: è alla base della nostra identità.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Kairos Partners SGRkairospartners.comHQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 254 contacts → |
“Kairos was founded in as an entrepreneurial initiative in the asset management sector.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Verona, ItalyReported employees: 501-1,000 | Verona, Italy | 501-1,000 | Exact match | 244 contacts → |
“Il Gruppo OVB, la cui capogruppo ha sede a Colonia, è uno dei fornitori di servizi patrimoniali leader a livello europeo.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Banca Profilobancaprofilo.itHQ: Milan, ItalyReported employees: 201-500 | Milan, Italy | 201-500 | Exact match | 196 contacts → |
“Banca Profilo è un istituto indipendente che opera nella gestione del patrimonio di clienti privati e istituzionali, oltre che nell'offerta di specifici servizi finanziari alle…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Cassa Lombardacassalombarda.itHQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 195 contacts → |
“Da 100 anni affianchiamo i nostri clienti nella gestione e valorizzazione del loro patrimonio.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Unione Fiduciariaunionefiduciaria.itHQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 138 contacts → |
“Unione Fiduciaria is Italy's leading fiduciary company by assets under administration.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Südtirol Banksuedtirolbank.euHQ: Bolzano, ItalyReported employees: 11-50 | Bolzano, Italy | 11-50 | Exact match | 137 contacts → |
“Südtirol Bank was founded as an independent private bank in 2008 and through its network of financial advisors it is present throughout Italy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Asfaliaasfalia.itHQ: Saronno, ItalyReported employees: 11-50 | Saronno, Italy | 11-50 | Exact match | 110 contacts → |
“Asfalia è una società formata da professionisti con anni di esperienza e competenze specifiche nei settori finanziario e assicurativo.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  SCM SIMscmsim.itHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 80 contacts → |
“Solutions Capital Management Sim S.p.A.(SCM SIM) è una società di intermediazione mobiliare autorizzata alla gestione di portafogli, alla consulenza in materia di investimenti e…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Valori & Finanza Investimenti SIM S.P.Avaloriefinanza.euHQ: Udine, ItalyReported employees: 51-200 | Udine, Italy | 51-200 | Exact match | 61 contacts → |
“Valori & Finanza nasce da un sogno, il sogno di portare libertà, indipendenza e professionalità etica nel mondo della finanza.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Corporate Family Office SIMcfosim.comHQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 60 contacts → |
“La nostra è un'attività fatta da persone per persone, non un processo industriale standardizzato.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Devere Italiadevere-italia.itHQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 49 contacts → |
“deVere Italia S.r.l.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Simon Fiduciaria SPAsimonfiduciaria.itHQ: Turin, ItalyReported employees: 11-50 | Turin, Italy | 11-50 | Exact match | 33 contacts → |
“Simon Fiduciaria nasce nel 1986 per prestare servizi fiduciari a importanti gruppi familiari, imprenditori e professionisti, a livello nazionale ed estero.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Spafid S.P.Aspafid.itHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 32 contacts → |
“SPAFID è la Fiduciaria che dal 1941 si dedica all’amministrazione fiduciaria di patrimoni privati, accompagnando le famiglie nel governo delle dinamiche patrimoniali e nella…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Gamma Capital Markets Succursale Italianagammamarkets.itHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 30 contacts → |
“Gamma Capital Markets Succursale italiana è formata da un team di professionisti appassionati e metodici nel ricercare le migliori soluzioni di investimento.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Euromobiliare Advisory SIMeasim.itHQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 19 contacts → |
“Siamo una società di intermediazione mobiliare che, con elevata professionalità e consolidati livelli di competenza, supporta la propria clientela, istituzionale e privata…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Adhoc SCFadhocscf.comHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 18 contacts → |
“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)…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Crossfid S.P.Acrossfid.itHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 18 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 |  Hera Fiduciaria SPAherafiduciaria.itHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 16 contacts → |
“Administrators of Family assets Hera Fiduciaria offre servizi per amministrare al meglio il patrimonio familiare, assicurandone tutela, conservazione e valorizzazione nel tempo…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Marzotto SIM S.P.Amarzottosim.comHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 16 contacts → |
“Marzotto Sim è autorizzata ad offre servizi di-Negoziazione per conto proprio (Delibera n.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Reversal SIMre-versal.comHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 14 contacts → |
“ReVersal S.I.M, società parte del Gruppo quotato TXT, è una realtà di Intermediazione Mobiliare dall'impronta innovativa ispirata alle best practice del mondo degli investimenti…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Paolo Gaeta E Associatistudiogaeta.comHQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 13 contacts → |
“Studio specializzato in Trust, Pianificazione Patrimoniale e Consulenza Fiscale Paolo Gaeta & Associati è uno studio leader nella pianificazione patrimoniale, wealth management e…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 234 company matches
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Concierge wealth services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
234 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 234 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Concierge wealth services by metro
Questions about this company list
What does Exact match mean for concierge wealth services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many concierge wealth services did RevenueBase find based in Italy?
The saved snapshot records 234 matching company records, 15,014 tracked contacts and 5,192 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Concierge wealth services by geography
- Concierge wealth services based in Buenos Aires, Argentina
- Concierge wealth services based in Adelaide, Australia
- Concierge wealth services based in Brisbane City, Australia
- Concierge wealth services based in Brisbane, Australia
- Concierge wealth services based in Melbourne, Australia
- Concierge wealth services based in North Sydney, Australia
- Concierge wealth services based in Perth, Australia
- Concierge wealth services based in Sydney, Australia
- Concierge wealth services based in Vienna, Austria
- Concierge wealth services based in Belo Horizonte, Brazil
- Concierge wealth services based in Curitiba, Brazil
- Concierge wealth services based in Porto Alegre, Brazil
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Cite this list
RevenueBase Data Team. Top 25 concierge wealth services based in Italy. Snapshot: November 6, 2026. https://revenuebase.ai/companies/concierge-wealth-services/italy.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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Company intelligence · public preview
Top 25 concierge wealth services based in Italy
RevenueBase records 234 matching company records for concierge wealth services based in Italy, with 15,014 tracked contacts and 5,192 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 concierge wealth services based in Italy
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Fideuramfideuram.it HQ: Turin, ItalyReported employees: 5,001-10,000 | Turin, Italy | 5,001-10,000 | Exact match | 5,957 contacts → |
“Fideuram Intesa Sanpaolo Private Banking, è una società del gruppo Intesa Sanpaolo, specializzata nella produzione, gestione e distribuzione di servizi e prodotti finanziari alla…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Allianz Bank Financial Advisorsallianzbank.it HQ: Milan, ItalyReported employees: 501-1,000 | Milan, Italy | 501-1,000 | Exact match | 1,537 contacts → |
“All’avanguardia da 50 anni, per dare giusto valore al tempo.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Unicredit Wealth Management E Private Bankingunicredit.it HQ: Milan, ItalyReported employees: 10001+ | Milan, Italy | 10001+ | Exact match | 296 contacts → |
“L’impegno di UniCredit per i grandi patrimoni italiani si distingue per l’alto livello di servizio e la specializzazione nella gestione di capitali, uniti all’alto potenziale di…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Banca Intermobiliare DI Investimenti E Gestioni SPAbancaintermobiliare.com HQ: Turin, ItalyReported employees: 51-200 | Turin, Italy | 51-200 | Exact match | 255 contacts → |
“L’indipendenza, in Banca Intermobiliare, è il valore portante: è alla base della nostra identità.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Kairos Partners SGRkairospartners.com HQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 254 contacts → |
“Kairos was founded in as an entrepreneurial initiative in the asset management sector.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Verona, ItalyReported employees: 501-1,000 | Verona, Italy | 501-1,000 | Exact match | 244 contacts → |
“Il Gruppo OVB, la cui capogruppo ha sede a Colonia, è uno dei fornitori di servizi patrimoniali leader a livello europeo.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Banca Profilobancaprofilo.it HQ: Milan, ItalyReported employees: 201-500 | Milan, Italy | 201-500 | Exact match | 196 contacts → |
“Banca Profilo è un istituto indipendente che opera nella gestione del patrimonio di clienti privati e istituzionali, oltre che nell'offerta di specifici servizi finanziari alle…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Cassa Lombardacassalombarda.it HQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 195 contacts → |
“Da 100 anni affianchiamo i nostri clienti nella gestione e valorizzazione del loro patrimonio.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Unione Fiduciariaunionefiduciaria.it HQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 138 contacts → |
“Unione Fiduciaria is Italy's leading fiduciary company by assets under administration.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Südtirol Banksuedtirolbank.eu HQ: Bolzano, ItalyReported employees: 11-50 | Bolzano, Italy | 11-50 | Exact match | 137 contacts → |
“Südtirol Bank was founded as an independent private bank in 2008 and through its network of financial advisors it is present throughout Italy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Asfaliaasfalia.it HQ: Saronno, ItalyReported employees: 11-50 | Saronno, Italy | 11-50 | Exact match | 110 contacts → |
“Asfalia è una società formata da professionisti con anni di esperienza e competenze specifiche nei settori finanziario e assicurativo.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | SCM SIMscmsim.it HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 80 contacts → |
“Solutions Capital Management Sim S.p.A.(SCM SIM) è una società di intermediazione mobiliare autorizzata alla gestione di portafogli, alla consulenza in materia di investimenti e…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Valori & Finanza Investimenti SIM S.P.Avaloriefinanza.eu HQ: Udine, ItalyReported employees: 51-200 | Udine, Italy | 51-200 | Exact match | 61 contacts → |
“Valori & Finanza nasce da un sogno, il sogno di portare libertà, indipendenza e professionalità etica nel mondo della finanza.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Corporate Family Office SIMcfosim.com HQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 60 contacts → |
“La nostra è un'attività fatta da persone per persone, non un processo industriale standardizzato.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Devere Italiadevere-italia.it HQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 49 contacts → |
“deVere Italia S.r.l.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Simon Fiduciaria SPAsimonfiduciaria.it HQ: Turin, ItalyReported employees: 11-50 | Turin, Italy | 11-50 | Exact match | 33 contacts → |
“Simon Fiduciaria nasce nel 1986 per prestare servizi fiduciari a importanti gruppi familiari, imprenditori e professionisti, a livello nazionale ed estero.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Spafid S.P.Aspafid.it HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 32 contacts → |
“SPAFID è la Fiduciaria che dal 1941 si dedica all’amministrazione fiduciaria di patrimoni privati, accompagnando le famiglie nel governo delle dinamiche patrimoniali e nella…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Gamma Capital Markets Succursale Italianagammamarkets.it HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 30 contacts → |
“Gamma Capital Markets Succursale italiana è formata da un team di professionisti appassionati e metodici nel ricercare le migliori soluzioni di investimento.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Euromobiliare Advisory SIMeasim.it HQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 19 contacts → |
“Siamo una società di intermediazione mobiliare che, con elevata professionalità e consolidati livelli di competenza, supporta la propria clientela, istituzionale e privata…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Adhoc SCFadhocscf.com HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 18 contacts → |
“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)…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Crossfid S.P.Acrossfid.it HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 18 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 | Hera Fiduciaria SPAherafiduciaria.it HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 16 contacts → |
“Administrators of Family assets Hera Fiduciaria offre servizi per amministrare al meglio il patrimonio familiare, assicurandone tutela, conservazione e valorizzazione nel tempo…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Marzotto SIM S.P.Amarzottosim.com HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 16 contacts → |
“Marzotto Sim è autorizzata ad offre servizi di-Negoziazione per conto proprio (Delibera n.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Reversal SIMre-versal.com HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 14 contacts → |
“ReVersal S.I.M, società parte del Gruppo quotato TXT, è una realtà di Intermediazione Mobiliare dall'impronta innovativa ispirata alle best practice del mondo degli investimenti…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Paolo Gaeta E Associatistudiogaeta.com HQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 13 contacts → |
“Studio specializzato in Trust, Pianificazione Patrimoniale e Consulenza Fiscale Paolo Gaeta & Associati è uno studio leader nella pianificazione patrimoniale, wealth management e…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 234 company matches
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Concierge wealth services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
234 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 234 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Concierge wealth services by metro
Questions about this company list
What does Exact match mean for concierge wealth services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many concierge wealth services did RevenueBase find based in Italy?
The saved snapshot records 234 matching company records, 15,014 tracked contacts and 5,192 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Browse the directory
Cite this list
RevenueBase Data Team. Top 25 concierge wealth services based in Italy. Snapshot: November 6, 2026. https://revenuebase.ai/companies/concierge-wealth-services/italy.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Concierge wealth services based in Buenos Aires, Argentina
- Concierge wealth services based in Adelaide, Australia
- Concierge wealth services based in Brisbane City, Australia
- Concierge wealth services based in Brisbane, Australia
- Concierge wealth services based in Melbourne, Australia
- Concierge wealth services based in North Sydney, Australia