Company lists · Data refreshed September 2026

Top 25 Corporate financial planning firms based in Spain

RevenueBase identified 199 corporate financial planning firms headquartered in Spain as of September 2026 and tracks 1,216 professional contacts across them, including 111 with verified work emails. Madrid is the largest hub.

This list covers corporate 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.

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
199Companies
1,216Contacts tracked
111Verified emails
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The 25 largest corporate financial planning firms based in Spain

Ranked by team size
Top 25 of 199 corporate financial planning firms based in Spain, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceMadrid, SpainHQ checked Sep 19, 2026n/a173 contacts →

Strong evidence

“Ahorro Corporación Financiera, S.A.U.”

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceMadrid, SpainHQ checked Sep 19, 202651-20052 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, 2026
3Partial evidenceBarcelona, SpainHQ checked Sep 19, 202611-5048 contacts →

Partial evidence

“All companies need to create financial projections to make business decisions, decide how to invest capital, and provide guidance to investors.”

Source: RevenueBase Database · checked Sep 19, 2026
4Strong evidenceMarbella, SpainHQ checked Sep 19, 202611-5019 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, 2026
5Indirect evidenceSant Joan Despí, SpainHQ checked Sep 19, 20261-1016 contacts →

Indirect evidence

“CAP FINANCE es una firma de asesoría empresarial fundada por Xavier Bou y Carlos Framis que nace con la vocación de aportar a las empresas todos los conocimientos y la experiencia…”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceMálaga, SpainHQ checked Sep 19, 202611-5015 contacts →

Indirect evidence

“Edventure se encarga de planificar y controlar todos los aspectos relacionados con las finanzas de su empresa, trabajando mano a mano con usted para ayudarle a tomar las mejores…”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceMadrid, SpainHQ checked Sep 19, 202611-5015 contacts →

Partial evidence

“Oderis es una firma de consultoría independiente y multidisciplinaria que cuenta con 17 socios y directores y 175 colaboradores que trabajan en consultoría financiera.”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceMadrid, SpainHQ checked Sep 19, 20261-1014 contacts →

Partial evidence

“New Momentum brings together a wide range of financial activities and is broken down into three different entities: Advisory, Investment and Training.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceBarcelona, SpainHQ checked Sep 19, 202611-5012 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
10Partial evidenceBarcelona, SpainHQ checked Sep 19, 202611-5011 contacts →

Partial evidence

“Riva y García Financial Group is a Firm specialized in providing personalized and high added value financial advice services.”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceMadrid, SpainHQ checked Sep 19, 20261-1011 contacts →

Partial evidence

“Firma especializada en asesoramiento corporativo y estratégico a empresas, accionistas y directivos.”

Source: RevenueBase Database · checked Sep 19, 2026
12Partial evidenceMadrid, SpainHQ checked Sep 19, 20261-1010 contacts →

Partial evidence

Financial and business strategy consulting.”

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidenceValladolid, SpainHQ checked Sep 19, 202611-509 contacts →

Partial evidence

“Prestamos asesoramiento a nuestros clientes en su actividad empresarial, estratégica y financiera.”

Source: RevenueBase Database · checked Sep 19, 2026
14Partial evidenceMadrid, SpainHQ checked Sep 19, 20261-108 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, 2026
15Indirect evidenceZaragoza, SpainHQ checked Sep 19, 202611-508 contacts →

Indirect evidence

“ACERTIUS, es una firma multidisciplinar especializada en FINANZAS, MARKETING y GESTION, que ayuda a incrementar el Valor de las organizaciones mediante la aportacion de…”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidencePamplona, SpainHQ checked Sep 19, 202611-507 contacts →

Indirect evidence

“Somos una empresa con sede en Navarra en la que realizamos labores de ́.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceMadrid, SpainHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“Investment & Advisory”

Source: RevenueBase Database · checked Sep 19, 2026
18Strong evidencePalma De Mallorca, SpainHQ checked Sep 19, 20261-107 contacts →

Strong evidence

“TIMONEL CONSULTING es una consultora financiera especializada en ofrecer servicios de dirección financiera y corporate finance: DIRECCIÓN FINANCIERA: actuamos como CFO de nuestros…”

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidenceValencia, SpainHQ checked Sep 19, 20261-106 contacts →

Partial evidence

“Entendemos el acompañamiento financiero formando parte de tu empresa, pero sobre todo formando parte de tus objetivos.”

Source: RevenueBase Database · checked Sep 19, 2026
20Partial evidenceBarcelona, SpainHQ checked Sep 19, 20261-105 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, 2026
21Partial evidenceMadrid, SpainHQ checked Sep 19, 20261-105 contacts →

Partial evidence

“Asesoramiento financiero a empresas en la búsqueda de financiación y capital.”

Source: RevenueBase Database · checked Sep 19, 2026
22Strong evidenceValdemanco, SpainHQ checked Sep 19, 20261-105 contacts →

Strong evidence

“Amalia Wealth provides financial planning services.”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceBarcelona, SpainHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

“Somos una (), desde la que ofrecemos un, cumpliendo siempre con los más altos estándares dentro de la regulación del sector.”

Source: RevenueBase Database · checked Sep 19, 2026
24Strong evidenceMarbella, SpainHQ checked Sep 19, 20261-104 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, 2026
25Partial evidenceBarcelona, SpainHQ checked Sep 19, 20261-104 contacts →

Partial evidence

“Somos una firma de asesoramiento independiente especializada en finanzas corporativas.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 199 corporate financial planning firms based in Spain

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 111 reachable decision-makers.

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Corporate financial planning firms based in Spain at a glance

As of Sep 19, 2026
9.1%Verified-email coverage
6.1Average contacts per company
1-10Median size (employees)
29.1%Largest-city concentration · Madrid
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
160
11-50
36
51-200
2
201-500
1

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 199 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 Spain 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 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, 111 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 Madrid58
  • Corporate financial planning firms in Barcelona34

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 Spain?

RevenueBase identified 199 corporate 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?

ACF, headquartered in Madrid, tops this list with the largest team on record.

Which city has the most corporate financial planning firms?

Madrid leads with 58 headquartered companies, followed by Barcelona (34) and Malaga (8).

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 111 verified decision-maker contacts tracked across these 199 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.