Company lists · Data refreshed September 2026
Top 25 Corporate financial planning firms based in Germany
RevenueBase identified 458 corporate financial planning firms headquartered in Germany as of September 2026 and tracks 6,278 professional contacts across them, including 2,057 with verified work emails. Hamburg is the largest hub.
This list covers corporate financial planning firms headquartered in Germany, 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 corporate financial planning firms based in Germany
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,058 contacts → | ||||
Partial evidence “MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 708 contacts → | ||||
Indirect evidence “Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 560 contacts → | ||||
Indirect evidence “HORBACH ist seit 1983 eine der Top-Adressen für ganzheitliche Finanzplanung, spezialisiert auf Akademiker und anspruchsvolle Privatkunden.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 544 contacts → | ||||
Indirect evidence “Das sind wir Swiss Life Select ist eines der größten deutschen Finanzberatungsunternehmen und Teil der Swiss Life-Gruppe, eines europaweit marktführenden Anbieters von…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 178 contacts → | ||||
Indirect evidence “IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 68 contacts → | ||||
Indirect evidence “Wir sind eine mittelständische Wirtschaftsberatung für gehobene Privatkunden, Ärzte, Zahnärzte, Wirtschaftswissenschaftler und Ingenieure.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 57 contacts → | ||||
Indirect evidence “Bei GLOBAL-FINANZ steht der Mensch im Mittelpunkt.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 41 contacts → | ||||
Indirect evidence “Unabhängige Finanzberatung für jeden Bedarf Persönliche und langfristige Finanzberatung für alle Lebensbereiche Seit über 50 Jahren steht ZSH für eine unabhängige und…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 38 contacts → | ||||
Indirect evidence “RMC Risk-Management-Consulting ist ein Beratungsunternehmen für Kapitalanlageprozesse und ertragsorientierte Risikosteuerung.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 34 contacts → | ||||
Indirect evidence “Die compexx Finanz AG wurde im Jahr 2005 in Regensburg gegründet und steht für ganzheitliche Finanzberatung von höchster Qualität.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 31 contacts → | ||||
Indirect evidence “Beratungsspezialist für den Mittelstand hahn,consultants ist Spezialist für ganzheitliche Unternehmensentwicklung mittelständischer Unternehmen.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 23 contacts → | ||||
Indirect evidence “Die PrivateFinancePartners GmbH ist Ihr Partner in den Bereichen Wealth Management, Versicherungen und Advisory.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 21 contacts → | ||||
Indirect evidence “Kompetente Beratung in allen Lebensphasen ist ein hoher Anspruch, dem wir uns seit vielen Jahren stellen.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 20 contacts → | ||||
Indirect evidence “Wir wissen: Finanzthemen sind komplex – aber sie sollten nicht kompliziert sein.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 20 contacts → | ||||
Indirect evidence “Die ATLAS Dienstleistungen für Vermögensberatung GmbH ist eine Servicegesellschaft für Finanzdienstleistungen.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 18 contacts → | ||||
Indirect evidence “Unser Ziel ist klar: Wir möchten dir eine Finanzberatung bieten, mit der deine Finanzen nicht nur ein Leben lang optimal geregelt sind – sondern mit der du eine echte Perspektive…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 15 contacts → | ||||
Indirect evidence “Die nowinta Finanzgruppe steht seit 30 Jahren für umfassende Finanzberatung und individuelle Vermögensverwaltung für Privatpersonen und Unternehmen.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 14 contacts → | ||||
Indirect evidence “Die FP Finanzpartner AG betreut täglich mehr als Kunden zu allen Fragen aus den Bereichen Vermögensanlage, Finanzierung und Versicherung.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 13 contacts → | ||||
Indirect evidence “Vermögen aufbauen.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 11 contacts → | ||||
Partial evidence “Unternehmensbewertungen / Nachfolgeregelungen / M&A / Corporate Finance” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 11 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 9 contacts → | ||||
Strong evidence “Advice, mediation, insurance, financing, commercial insurance, real estate agent, portfolio optimization, corporate loans, personal loans, car financing, real estate financing…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 8 contacts → | ||||
Indirect evidence “Anlageberatung für Unternehmer & Selbstständige!” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 8 contacts → | ||||
Indirect evidence “PAON GmbH is a Management Consulting company located in Bertastrasse 3, Hannover, Lower Saxony, Germany.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 8 contacts → | ||||
Partial evidence “SSC Consult Corporate Finance GmbH & Co.” 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: corporate 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 corporate financial planning firms.
- Partial evidence
- Its own public description names part of corporate 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 corporate 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 458 corporate financial planning firms based in Germany
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Corporate financial planning firms based in Germany at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Germany, so it is reported there. Company counts and contact totals on this page are exact for Germany, over 458 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 corporate 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 Germany whose own description of what they do matches “corporate 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 corporate 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 corporate financial planning firms, and records with no verified work email. Companies headquartered outside Germany 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, 2,057 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.
Corporate financial planning firms by metro
- Corporate financial planning firms in Hamburg25
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 corporate 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 corporate financial planning firms are there based in Germany?
RevenueBase identified 458 corporate financial planning firms headquartered in Germany 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?
MLP, headquartered in Wiesloch, tops this list with the largest team on record.
Which city has the most corporate financial planning firms?
Hamburg leads with 25 headquartered companies, followed by Berlin (20) and Munchen (15).
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 2,057 verified decision-maker contacts tracked across these 458 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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