Company lists · Data refreshed September 2026
Top 25 Embedded wealth management platforms based in Italy
RevenueBase identified 77 company matches for embedded wealth management platforms associated with Italy as of September 2026 and tracks 7,051 professional contacts across them, including 845 with verified work emails. Milan is the largest hub.
This list covers company matches for embedded wealth management platforms 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 September 28, 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 embedded wealth management platforms based in Italy
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 4,150 contacts → | ||||
Exact match “FinecoBank is one of the most important FinTech banks in Europe.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 1,413 contacts → | ||||
Exact match “All’avanguardia da 50 anni, per dare giusto valore al tempo.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 242 contacts → | ||||
Exact match “L’indipendenza, in Banca Intermobiliare, è il valore portante: è alla base della nostra identità.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 235 contacts → | ||||
Exact match “Kairos was founded in as an entrepreneurial initiative in the asset management sector.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 96 contacts → | ||||
Exact match “Firstance is the leading European Wealth Tech platform in the private insurance market, providing customized services to partners and clients, leveraging cutting edge technology…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 76 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 49 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 33 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 21 contacts → | ||||
Exact match “Online SIM SpA è dal la piattaforma italiana per investire online.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 19 contacts → | ||||
Exact match “Plannix is the platform that helps you grow your wealth and secure your financial future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 19 contacts → | ||||
Exact match “Euclidea is an exciting FinTech, based in Milan, that is aggressively challenging the status quo in the European Wealth Management space through innovations in Investments…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 11 contacts → | ||||
Exact match “ALFA SCF è l’evoluzione del lavoro trentennale di ADB SpA e Lupotto & Partners, pionieri in Italia nella consulenza finanziaria indipendente e pianificazione patrimoniale.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 10 contacts → | ||||
Exact match “Earnext è il punto di riferimento in cui poche piattaforme si incontrano: aggregazione reale e automatica insieme alla pianificazione, pensate per i consulenti del patrimonio…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 10 contacts → | ||||
Exact match “Qadra delivers State-of-the-Art software solutions that improve investment experience for private clients and wealth managers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 9 contacts → | ||||
Exact match “Fra i primi in Italia a offrire ai risparmiatori una consulenza non fintamente attiva e non in conflitto d'interessi.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 9 contacts → | ||||
Exact match “InvestPlan è una società di consulenza finanziaria indipendente.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “Klear is an innovative startup reshaping wealth management by providing a fully digital and independent solution.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “Panrhema SCF è una Società di Consulenza Finanziaria Indipendente che opera nell’interesse esclusivo dei propri clienti privati e istituzionali.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “1987 als Anlageberatung ins Leben gerufen, vertrauen heute zahlreiche Kunden, aus dem Schlerngebiet und weit darüber hinaus, auf unsere kompetente und persönliche Beratung in den…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match “Progettiamo soluzioni applicative in ambito Wealth Tech.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “ClubDeal Digital è la prima piattaforma wealth tech al servizio degli investimenti in private asset.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “Deltahedge è la nuova piattaforma di analisi finanziaria per il wealth management- Valutazione fondi e ETF - Ricerca e comparazione avanzata - Analisi e construzione di…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “Aiutiamo le persone ad individuare soluzioni personalizzate di investimento tramite- analisi di serie storiche- utilizzo di modelli statistici avanzati- scrupolosa profilazione…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “VOICES OF WEALTH is the first Market place and Multimedia platform in Europe dedicated to the Digital transformation of the Wealth Management industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “81 SCF Family Office è una società di consulenza finanziaria sita in Vicenza che svolge la propria attività da oltre 19 anni.” Recorded in the RevenueBase company graph · Sep 28, 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 “embedded wealth management platforms”. 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 77 embedded wealth management platforms based in Italy
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Embedded wealth management platforms based in Italy at a glance
As of Sep 28, 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 77 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 “embedded wealth management platforms” 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 845 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 September 28, 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.
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 “embedded wealth management platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many embedded wealth management platforms are there based in Italy?
RevenueBase identified 77 company matches for embedded wealth management platforms associated with Italy as of September 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?
Fineco Bank tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most embedded wealth management platforms?
Milan leads with 35 company records, followed by Rome (5) and Treviso (3).
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 845 professional contacts with verified work emails tracked across these 77 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 September 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 77 embedded wealth management platforms based in Italy. Start with a free account, no credit card.
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Embedded wealth management platforms by geography
- Embedded wealth management platforms based in Melbourne, Australia
- Embedded wealth management platforms based in Sydney, Australia
- Embedded wealth management platforms based in Rio De Janeiro, Brazil
- Embedded wealth management platforms based in Sao Paulo, Brazil
- Embedded wealth management platforms based in Calgary, Canada
- Embedded wealth management platforms based in Mississauga, Canada
- Embedded wealth management platforms based in Montreal, Canada
- Embedded wealth management platforms based in Toronto, Canada
- Embedded wealth management platforms based in Vancouver, Canada
- Embedded wealth management platforms based in Winnipeg, Canada
- Embedded wealth management platforms based in Bordeaux, France
- Embedded wealth management platforms based in Lyon, France
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Embedded wealth management platforms based in Melbourne, Australia
- Embedded wealth management platforms based in Sydney, Australia
- Embedded wealth management platforms based in Rio De Janeiro, Brazil
- Embedded wealth management platforms based in Sao Paulo, Brazil
- Embedded wealth management platforms based in Calgary, Canada
- Embedded wealth management platforms based in Mississauga, Canada
Company intelligence · public preview
Top 25 embedded wealth management platforms 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 77 matching company records for embedded wealth management platforms based in Italy, with 7,051 tracked contacts and 845 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: September 28, 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 embedded wealth management platforms 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 |  Fineco Bankfinecobank.comHQ: Milan, ItalyReported employees: 1,001-5,000 | Milan, Italy | 1,001-5,000 | Exact match | 4,150 contacts → |
“FinecoBank is one of the most important FinTech banks in Europe.” Recorded description excerpt · September 28, 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 | 1,413 contacts → |
“All’avanguardia da 50 anni, per dare giusto valore al tempo.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Banca Intermobiliare DI Investimenti E Gestioni SPAbancaintermobiliare.comHQ: Turin, ItalyReported employees: 51-200 | Turin, Italy | 51-200 | Exact match | 242 contacts → |
“L’indipendenza, in Banca Intermobiliare, è il valore portante: è alla base della nostra identità.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Kairos Partners SGRkairospartners.comHQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 235 contacts → |
“Kairos was founded in as an entrepreneurial initiative in the asset management sector.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Firstancefirstance.com HQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 96 contacts → |
“Firstance is the leading European Wealth Tech platform in the private insurance market, providing customized services to partners and clients, leveraging cutting edge technology…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  SCM SIMscmsim.itHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 76 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Euromobiliare Advisory SIMeasim.itHQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 49 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Gamma Capital Markets Succursale Italianagammamarkets.itHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 33 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Online SIMonlinesim.itHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 21 contacts → |
“Online SIM SpA è dal la piattaforma italiana per investire online.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Plannixplannix.coHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 19 contacts → |
“Plannix is the platform that helps you grow your wealth and secure your financial future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Euclideaeuclidea.com HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 19 contacts → |
“Euclidea is an exciting FinTech, based in Milan, that is aggressively challenging the status quo in the European Wealth Management space through innovations in Investments…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Alfa SCF Società DI Consulenza Finanziaria SPAalfaconsulenza.it HQ: Turin, ItalyReported employees: 11-50 | Turin, Italy | 11-50 | Exact match | 11 contacts → |
“ALFA SCF è l’evoluzione del lavoro trentennale di ADB SpA e Lupotto & Partners, pionieri in Italia nella consulenza finanziaria indipendente e pianificazione patrimoniale.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Earnextearnext.comHQ: Rome, ItalyReported employees: 1-10 | Rome, Italy | 1-10 | Exact match | 10 contacts → |
“Earnext è il punto di riferimento in cui poche piattaforme si incontrano: aggregazione reale e automatica insieme alla pianificazione, pensate per i consulenti del patrimonio…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  QADRAqadra.comHQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 10 contacts → |
“Qadra delivers State-of-the-Art software solutions that improve investment experience for private clients and wealth managers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Soldiexpert SCFsoldiexpert.comHQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 9 contacts → |
“Fra i primi in Italia a offrire ai risparmiatori una consulenza non fintamente attiva e non in conflitto d'interessi.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Investplan SCFinvestplan.comHQ: Florence, ItalyReported employees: 1-10 | Florence, Italy | 1-10 | Exact match | 9 contacts → |
“InvestPlan è una società di consulenza finanziaria indipendente.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  KLEARklearfinance.comHQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 7 contacts → |
“Klear is an innovative startup reshaping wealth management by providing a fully digital and independent solution.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Panrhema SCFpanrhema.comHQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 7 contacts → |
“Panrhema SCF è una Società di Consulenza Finanziaria Indipendente che opera nell’interesse esclusivo dei propri clienti privati e istituzionali.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Agentur Profanteragentur-profanter.comHQ: Castelrotto, ItalyReported employees: 11-50 | Castelrotto, Italy | 11-50 | Exact match | 4 contacts → |
“1987 als Anlageberatung ins Leben gerufen, vertrauen heute zahlreiche Kunden, aus dem Schlerngebiet und weit darüber hinaus, auf unsere kompetente und persönliche Beratung in den…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Mindovermoneymindovermoney.ioHQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 4 contacts → |
“Progettiamo soluzioni applicative in ambito Wealth Tech.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Clubdeal Digital NOW Weltixclubdealdigital.comHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 4 contacts → |
“ClubDeal Digital è la prima piattaforma wealth tech al servizio degli investimenti in private asset.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Deltahedgedeltahedge.comHQ: Bologna, ItalyReported employees: 1-10 | Bologna, Italy | 1-10 | Exact match | 4 contacts → |
“Deltahedge è la nuova piattaforma di analisi finanziaria per il wealth management- Valutazione fondi e ETF - Ricerca e comparazione avanzata - Analisi e construzione di…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Davide Berti Wealth Managementdavideberti.itHQ: Genoa, ItalyReported employees: 11-50 | Genoa, Italy | 11-50 | Exact match | 3 contacts → |
“Aiutiamo le persone ad individuare soluzioni personalizzate di investimento tramite- analisi di serie storiche- utilizzo di modelli statistici avanzati- scrupolosa profilazione…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Voices Of Wealthwe-wealth.comHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 3 contacts → |
“VOICES OF WEALTH is the first Market place and Multimedia platform in Europe dedicated to the Digital transformation of the Wealth Management industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  81 SCF Family Office81scf.comHQ: Vicenza, ItalyReported employees: 1-10 | Vicenza, Italy | 1-10 | Exact match | 3 contacts → |
“81 SCF Family Office è una società di consulenza finanziaria sita in Vicenza che svolge la propria attività da oltre 19 anni.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 77 company matches
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Embedded wealth management platforms: dataset insights
September 28, 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
77 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 77 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: September 28, 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 ↗
Questions about this company list
What does Exact match mean for embedded wealth management platforms?
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 embedded wealth management platforms did RevenueBase find based in Italy?
The saved snapshot records 77 matching company records, 7,051 tracked contacts and 845 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: September 28, 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
Embedded wealth management platforms by geography
- Embedded wealth management platforms based in Melbourne, Australia
- Embedded wealth management platforms based in Sydney, Australia
- Embedded wealth management platforms based in Rio De Janeiro, Brazil
- Embedded wealth management platforms based in Sao Paulo, Brazil
- Embedded wealth management platforms based in Calgary, Canada
- Embedded wealth management platforms based in Mississauga, Canada
- Embedded wealth management platforms based in Montreal, Canada
- Embedded wealth management platforms based in Toronto, Canada
- Embedded wealth management platforms based in Vancouver, Canada
- Embedded wealth management platforms based in Winnipeg, Canada
- Embedded wealth management platforms based in Bordeaux, France
- Embedded wealth management platforms based in Lyon, France
Cite this list
RevenueBase Data Team. Top 25 embedded wealth management platforms based in Italy. Snapshot: September 28, 2026. https://revenuebase.ai/companies/embedded-wealth-management-platforms/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
- Embedded wealth management platforms based in Melbourne, Australia
- Embedded wealth management platforms based in Sydney, Australia
- Embedded wealth management platforms based in Rio De Janeiro, Brazil
- Embedded wealth management platforms based in Sao Paulo, Brazil
- Embedded wealth management platforms based in Calgary, Canada
- Embedded wealth management platforms based in Mississauga, Canada
Company intelligence · public preview
Top 25 embedded wealth management platforms based in Italy
RevenueBase records 77 matching company records for embedded wealth management platforms based in Italy, with 7,051 tracked contacts and 845 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: September 28, 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 embedded wealth management platforms 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 | Fineco Bankfinecobank.com HQ: Milan, ItalyReported employees: 1,001-5,000 | Milan, Italy | 1,001-5,000 | Exact match | 4,150 contacts → |
“FinecoBank is one of the most important FinTech banks in Europe.” Recorded description excerpt · September 28, 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 | 1,413 contacts → |
“All’avanguardia da 50 anni, per dare giusto valore al tempo.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Banca Intermobiliare DI Investimenti E Gestioni SPAbancaintermobiliare.com HQ: Turin, ItalyReported employees: 51-200 | Turin, Italy | 51-200 | Exact match | 242 contacts → |
“L’indipendenza, in Banca Intermobiliare, è il valore portante: è alla base della nostra identità.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Kairos Partners SGRkairospartners.com HQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 235 contacts → |
“Kairos was founded in as an entrepreneurial initiative in the asset management sector.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Firstancefirstance.com HQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 96 contacts → |
“Firstance is the leading European Wealth Tech platform in the private insurance market, providing customized services to partners and clients, leveraging cutting edge technology…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | SCM SIMscmsim.it HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 76 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Euromobiliare Advisory SIMeasim.it HQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 49 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Gamma Capital Markets Succursale Italianagammamarkets.it HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 33 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Online SIMonlinesim.it HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 21 contacts → |
“Online SIM SpA è dal la piattaforma italiana per investire online.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Plannixplannix.co HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 19 contacts → |
“Plannix is the platform that helps you grow your wealth and secure your financial future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Euclideaeuclidea.com HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 19 contacts → |
“Euclidea is an exciting FinTech, based in Milan, that is aggressively challenging the status quo in the European Wealth Management space through innovations in Investments…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Alfa SCF Società DI Consulenza Finanziaria SPAalfaconsulenza.it HQ: Turin, ItalyReported employees: 11-50 | Turin, Italy | 11-50 | Exact match | 11 contacts → |
“ALFA SCF è l’evoluzione del lavoro trentennale di ADB SpA e Lupotto & Partners, pionieri in Italia nella consulenza finanziaria indipendente e pianificazione patrimoniale.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Earnextearnext.com HQ: Rome, ItalyReported employees: 1-10 | Rome, Italy | 1-10 | Exact match | 10 contacts → |
“Earnext è il punto di riferimento in cui poche piattaforme si incontrano: aggregazione reale e automatica insieme alla pianificazione, pensate per i consulenti del patrimonio…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | QADRAqadra.com HQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 10 contacts → |
“Qadra delivers State-of-the-Art software solutions that improve investment experience for private clients and wealth managers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Soldiexpert SCFsoldiexpert.com HQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 9 contacts → |
“Fra i primi in Italia a offrire ai risparmiatori una consulenza non fintamente attiva e non in conflitto d'interessi.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Investplan SCFinvestplan.com HQ: Florence, ItalyReported employees: 1-10 | Florence, Italy | 1-10 | Exact match | 9 contacts → |
“InvestPlan è una società di consulenza finanziaria indipendente.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | KLEARklearfinance.com HQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 7 contacts → |
“Klear is an innovative startup reshaping wealth management by providing a fully digital and independent solution.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Panrhema SCFpanrhema.com HQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 7 contacts → |
“Panrhema SCF è una Società di Consulenza Finanziaria Indipendente che opera nell’interesse esclusivo dei propri clienti privati e istituzionali.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Agentur Profanteragentur-profanter.com HQ: Castelrotto, ItalyReported employees: 11-50 | Castelrotto, Italy | 11-50 | Exact match | 4 contacts → |
“1987 als Anlageberatung ins Leben gerufen, vertrauen heute zahlreiche Kunden, aus dem Schlerngebiet und weit darüber hinaus, auf unsere kompetente und persönliche Beratung in den…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Mindovermoneymindovermoney.io HQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 4 contacts → |
“Progettiamo soluzioni applicative in ambito Wealth Tech.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Clubdeal Digital NOW Weltixclubdealdigital.com HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 4 contacts → |
“ClubDeal Digital è la prima piattaforma wealth tech al servizio degli investimenti in private asset.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Deltahedgedeltahedge.com HQ: Bologna, ItalyReported employees: 1-10 | Bologna, Italy | 1-10 | Exact match | 4 contacts → |
“Deltahedge è la nuova piattaforma di analisi finanziaria per il wealth management- Valutazione fondi e ETF - Ricerca e comparazione avanzata - Analisi e construzione di…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Davide Berti Wealth Managementdavideberti.it HQ: Genoa, ItalyReported employees: 11-50 | Genoa, Italy | 11-50 | Exact match | 3 contacts → |
“Aiutiamo le persone ad individuare soluzioni personalizzate di investimento tramite- analisi di serie storiche- utilizzo di modelli statistici avanzati- scrupolosa profilazione…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Voices Of Wealthwe-wealth.com HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 3 contacts → |
“VOICES OF WEALTH is the first Market place and Multimedia platform in Europe dedicated to the Digital transformation of the Wealth Management industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | 81 SCF Family Office81scf.com HQ: Vicenza, ItalyReported employees: 1-10 | Vicenza, Italy | 1-10 | Exact match | 3 contacts → |
“81 SCF Family Office è una società di consulenza finanziaria sita in Vicenza che svolge la propria attività da oltre 19 anni.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Embedded wealth management platforms: dataset insights
September 28, 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
77 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 77 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: September 28, 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 ↗
Questions about this company list
What does Exact match mean for embedded wealth management platforms?
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 embedded wealth management platforms did RevenueBase find based in Italy?
The saved snapshot records 77 matching company records, 7,051 tracked contacts and 845 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: September 28, 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.
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Cite this list
RevenueBase Data Team. Top 25 embedded wealth management platforms based in Italy. Snapshot: September 28, 2026. https://revenuebase.ai/companies/embedded-wealth-management-platforms/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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