Company lists · Data refreshed September 2026

Top 14 Endowment management consulting firms based in Mexico

RevenueBase identified 98 endowment management consulting firms headquartered in Mexico as of September 2026 and tracks 459 professional contacts across them, including 52 with verified work emails. Ciudad De Mexico is the largest hub.

This list covers endowment management consulting 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 28, 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 28, 2026 86% judged on-target in blind review
98Companies
459Contacts tracked
52Verified emails
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The 14 largest endowment management consulting firms based in Mexico

Ranked by team size
Top 14 of 98 endowment management consulting firms based in Mexico, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to endowment management consulting 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
1Indirect evidenceZapopan, MexicoHQ checked Sep 28, 20261-1025 contacts →

Indirect evidence

“En EQQUS, tenemos la misión de descubrir y resolver las necesidades financieras de nuestros clientes.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceZapopan, MexicoHQ checked Sep 28, 202611-5021 contacts →

Indirect evidence

“Impulsar la transición hacia la gestión eficiente y sostenible del patrimonio familiar.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceZapopan, MexicoHQ checked Sep 28, 202611-5020 contacts →

Indirect evidence

“ELAN es un despacho de consultoría de protección patrimonial y orientación financiera, con +8 años de experiencia en el mercado asegurador y de inversiones patrimoniales.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceBosques De Chapultepec, MexicoHQ checked Sep 28, 202611-5020 contacts →

Indirect evidence

“En Sherpa Capital somos un asesor independiente de inversiones con sede en México, regulado por la CNBV, enfocado en acompañar a clientes privados e institucionales en la…”

Source: RevenueBase Database · checked Sep 28, 2026
5Strong evidenceHuixquilucán, MexicoHQ checked Sep 28, 202611-5012 contacts →

Strong evidence

“K Networks is a management and HR consulting firm based in Mexico.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceMonterrey, MexicoHQ checked Sep 28, 202611-5011 contacts →

Partial evidence

“Founded in 2023, Holistic Advisors is a wealth management advisory firm, which solves your financial needs through a broad portfolio of investment alternatives.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceMexico D.f, MexicoHQ checked Sep 28, 20261-107 contacts →

Indirect evidence

“From Estate planning to Life Insurance, Retirement options or Private Banking, we are here to help.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceNaucalpan, MexicoHQ checked Sep 28, 2026201-5006 contacts →

Indirect evidence

“Hands on investment firm”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceMexicoHQ checked Sep 28, 20261-106 contacts →

Partial evidence

“Private Capital Management SAPI de CV (Private Capital) is a Financial Advisory based in Mexico City.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceCiudad De Mexico, MexicoHQ checked Sep 28, 20261-105 contacts →

Indirect evidence

“Somos un despacho certificado por CNSF especializado en brindar asesoría de alto nivel en finanzas personales, y patrimoniales.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceGuadalajara, MexicoHQ checked Sep 28, 20261-105 contacts →

Indirect evidence

“Lenken es una empresa que ofece servicios de Planeación Patrimonial a empresarios y ejecutivos.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceMexicoHQ checked Sep 28, 202611-504 contacts →

Partial evidence

“En Hampshire Consulting acompañamos a quienes construyen el mundo: líderes empresariales, profesionales y familias, para proteger, hacer crecer y trascender su patrimonio a través…”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceSan Pedro Garza Garcia, MexicoHQ checked Sep 28, 20261-103 contacts →

Indirect 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 28, 2026
14Indirect evidenceMexicoHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Asesores en gestión y plantación patrimonial”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 14 of 98 endowment management consulting firms based in Mexico

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Endowment management consulting firms based in Mexico at a glance

As of Sep 28, 2026
11.3%Verified-email coverage
4.7Average contacts per company
11-50Median size (employees)
14.3%Largest-city concentration · Ciudad De Mexico
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
46
11-50
43
51-200
6
201-500
2
501-1,000
1

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 98 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 endowment management consulting 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 “endowment management consulting 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 endowment management consulting 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 endowment management consulting 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, 52 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 28, 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.

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 endowment management consulting 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 endowment management consulting firms are there based in Mexico?

RevenueBase identified 98 endowment management consulting 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?

Eqqus Wealth Management, headquartered in Zapopan, tops this list with the largest team on record.

Which city has the most endowment management consulting firms?

Ciudad De Mexico leads with 14 headquartered companies, followed by Queretaro (8) and Miguel Hidalgo (6).

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 52 verified decision-maker contacts tracked across these 98 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 28, 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.