Company lists · Data refreshed September 2026

Top 25 Corporate financial planning firms based in Mexico

Name: Corporate 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 256 companies tracked

RevenueBase identified 256 corporate financial planning firms headquartered in Mexico as of September 2026 and tracks 5,116 professional contacts across them, including 82 with verified work emails. Ciudad De Mexico is the largest hub.

This list covers corporate 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

256Companies

5,116Contacts tracked

82Verified emails

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The 25 largest corporate financial planning firms based in Mexico

Ranked by team size

Top 25 of 256 corporate 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 corporate 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	Inbursa Grupo Financiero, S.A. DE C.V	Partial evidence	León, MexicoHQ checked Sep 19, 2026	10001+	3,906 contacts →
	Partial evidence “En Grupo Financiero Inbursa estamos comprometidos con México, somos un Grupo Financiero que integra el mejor capital humano para cuidar y hacer crecer de la manera más eficaz el…” Source: RevenueBase Database · checked Sep 19, 2026
2	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
3	Accuantia Consultoría Financiera Y Fiscal	Partial evidence	Cuauhtémoc, MexicoHQ checked Sep 19, 2026	1-10	24 contacts →
	Partial evidence “To be facilitators and advisors of clients -national and foreign- to obtain their financial, fiscal and accounting health, generating in the process, value for shareholders…” Source: RevenueBase Database · checked Sep 19, 2026
4	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
5	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
6	Mg-Risk	Indirect evidence	San Pedro Garza García, MexicoHQ checked Sep 19, 2026	11-50	10 contacts →
	Indirect evidence “By being part of the top management team of our clients, to help them in the long term goals setting and decision making, by showing them how to understand their risks…” Source: RevenueBase Database · checked Sep 19, 2026
7	Wisersilen	Partial evidence	Cdmx, MexicoHQ checked Sep 19, 2026	51-200	8 contacts →
	Partial evidence “Somos una firma de consultoría integrada por diversos especialistas en materia fiscal, financiera, de negocios y riesgos.” Source: RevenueBase Database · checked Sep 19, 2026
8	SFA Consultores SC	Strong evidence	Federal District, MexicoHQ checked Sep 19, 2026	1-10	7 contacts →
	Strong evidence “SFA is a financial consulting firm established at the beginning of 1997, specializing in Mergers, Acquisitions, Private Equity Placements and Corporate Finance.” Source: RevenueBase Database · checked Sep 19, 2026
9	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
10	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
11	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
12	R2 Responsible Research	Partial evidence	Álvaro Obregón, MexicoHQ checked Sep 19, 2026	11-50	5 contacts →
	Partial evidence “Founded in México in 2016 by experienced professionals, R^2 Responsible Research specializes in providing financial advisory, valuation services, investor relations advisory as…” Source: RevenueBase Database · checked Sep 19, 2026
13	Infinance Goro Asesoría Financiera	Partial evidence	Roma Norte, MexicoHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Somos una empresa con amplia experiencia en la intermediación financiera.” Source: RevenueBase Database · checked Sep 19, 2026
14	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
15	CFO Insitum	Partial evidence	Cuauhtémoc, MexicoHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Somos un equipo de consejeros financieros que trabaja para ofrecer soluciones integrales de negocios a las empresas para garantizar el crecimiento y su evolución financiera” Source: RevenueBase Database · checked Sep 19, 2026
16	Idea Y Estrategia Consultores	Partial evidence	Cdmx, MexicoHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Somos un grupo de profesionales con socios que tienen más de 30 años de experiencia en el sector financiero asesorando desde startups, pymes, pequeñas, medianas y grandes…” Source: RevenueBase Database · checked Sep 19, 2026
17	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
18	Bores Finance	Indirect evidence	Mexico City, MexicoHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “You know your business better than anyone, we help you know your numbers just as well.” Source: RevenueBase Database · checked Sep 19, 2026
19	SMP Solution Management Partners	Partial evidence	El Kiosco, MexicoHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “We are a Company that provides financial services and counseling for Companies or a certain profile of Persons who are in need of our services.” Source: RevenueBase Database · checked Sep 19, 2026
20	Corbut Administradora DE Capital, Asesores EN Inversiones Independientes	Partial evidence	San Pedro Garza Garcia, MexicoHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Una compañía orientada a clientes que buscan asesoría para mejorar sus rendimientos y crear estrategias exitosas en distintos mercados financieros.” Source: RevenueBase Database · checked Sep 19, 2026
21	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
22	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
23	Armatura	Indirect evidence	Guadalajara, MexicoHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “Firm specialized in Wealth Protection, Strategic Savings and BackUp Investing.” Source: RevenueBase Database · checked Sep 19, 2026
24	VS Wealth Management	Partial evidence	Ciudad De México, MexicoHQ checked Sep 19, 2026	1-10	1 contacts →
	Partial evidence “Este servicio se enfoca en personas que requieren asesoría financiera patrimonial con una visión de inversión global.” Source: RevenueBase Database · checked Sep 19, 2026
25	Siwa Capital	Indirect evidence	Mexico City, MexicoHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “We partner with leading developers across the full cycle, from land origination to sales and marketing, in Mexico's most distinguished destinations.” 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: 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 256 corporate financial planning firms based in Mexico

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Corporate financial planning firms based in Mexico at a glance

As of Sep 19, 2026

1.6%Verified-email coverage

20.0Average contacts per company

1-10Median size (employees)

15.2%Largest-city concentration · Ciudad De Mexico

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

159

11-50

51-200

201-500

501-1,000

10001+

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 256 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 Mexico 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 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, 82 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 Ciudad De Mexico39

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 Mexico?

RevenueBase identified 256 corporate 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?

Inbursa Grupo Financiero, S.A. DE C.V, headquartered in Leon, tops this list with the largest team on record.

Which city has the most corporate financial planning firms?

Ciudad De Mexico leads with 39 headquartered companies, followed by Mexico City (19) and Mexico (16).

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 82 verified decision-maker contacts tracked across these 256 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.