Company lists · Data refreshed September 2026

Top 25 Endowment management consulting firms based in Spain

RevenueBase identified 121 endowment management consulting firms headquartered in Spain as of September 2026 and tracks 1,055 professional contacts across them, including 164 with verified work emails. Madrid is the largest hub.

This list covers endowment management consulting 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 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
121Companies
1,055Contacts tracked
164Verified emails
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The 25 largest endowment management consulting firms based in Spain

Ranked by team size
Top 25 of 121 endowment management consulting firms based in Spain, 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 evidenceBarcelona, SpainHQ checked Sep 28, 2026201-500146 contacts →

Indirect evidence

“Ferrer & Ojeda, grupo referente en el asesoramiento y gestión de seguros.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceMadrid, SpainHQ checked Sep 28, 20261,001-5,000104 contacts →

Indirect evidence

“AXA Exclusiv nace con el objetivo de dar respuesta a los clientes más exigentes, aquellos que necesitan un asesoramiento patrimonial estable y continuado de la mano de un…”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceMadrid, SpainHQ checked Sep 28, 202651-20077 contacts →

Indirect evidence

“Diaphanum Valores S.V.”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceSan Sebastián, SpainHQ checked Sep 28, 202611-5069 contacts →

Partial evidence

“Leading financial services firm focused on investment and wealth management solutions.”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceMadrid, SpainHQ checked Sep 28, 202651-20061 contacts →

Indirect evidence

“Tomamos partido por ti" Nos dedicamos a la asesoría independiente y personalizada en inversiones, colaborando con entidades financieras de primer nivel.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceBarcelona, SpainHQ checked Sep 28, 202651-20060 contacts →

Partial evidence

“EDM is a leading independent wealth and asset management company founded in 1989 and with 3,094m Euros in assets under management as of December 31st 2016.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceMadrid, SpainHQ checked Sep 28, 202651-20049 contacts →

Indirect evidence

“Wealth Solutions, asesora a clientes de altos patrimonios tanto particulares como de instituciones (Fundaciones, ONG's, Sociedades de inversión, Single Family Offices, etc.) en…”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceMadrid, SpainHQ checked Sep 28, 202611-5032 contacts →

Indirect evidence

“PROEL Consultoria tiene como objetivo la prestación de servicios de asesoramiento, intermediación y gestión en las operaciones de desinversión e inversión del sector inmobiliario…”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceMadrid, SpainHQ checked Sep 28, 202611-5030 contacts →

Partial evidence

“LIFT Asset Management, based in Madrid, is an independent financial advisory and asset management company specialised in providing high value-added services to companies, family…”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceMadrid, SpainHQ checked Sep 28, 202611-5023 contacts →

Partial evidence

“Welcome Asset Management es una firma de asesoramiento y gestión financiera que nace como una alternativa innovadora frente al entorno económico actual y las normativas del sector.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceValencia, SpainHQ checked Sep 28, 202611-5021 contacts →

Indirect evidence

“EFE & ENE somos la consultora multidisciplinar líder en ofrecer soluciones personalizadas de inversión, organización y protección de grandes patrimonios, grupos familiares y…”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceBarcelona, SpainHQ checked Sep 28, 202611-5019 contacts →

Indirect evidence

“En Talenta SGIIC nos especializamos en la gestión patrimonial independiente, ofreciendo soluciones personalizadas que se adaptan a las necesidades específicas de cada cliente.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceBilbao, SpainHQ checked Sep 28, 202611-5016 contacts →

Indirect evidence

“A) Nuestra historia Acacia nace de la necesidad de un grupo de inversores de gestionar su patrimonio ante la inexistencia de una oferta de servicios patrimoniales atractiva.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceBarcelona, SpainHQ checked Sep 28, 20261-1014 contacts →

Indirect evidence

“Más de 25 años asesorando y gestionando activos y proyectos inmobiliarios.”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceBarcelona, SpainHQ checked Sep 28, 202611-5013 contacts →

Partial evidence

“El grupo RBS Global Consulting nació hace más de 10 años de la mano de profesionales de la Banca Privada y Corporativa con el afán de ofrecer al cliente un servicio de…”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceMadrid, SpainHQ checked Sep 28, 20261-1011 contacts →

Indirect evidence

“Sassola Partners es una firma de Gestión y Asesoramiento Patrimonial Multigestor.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceMadrid, SpainHQ checked Sep 28, 20261-107 contacts →

Indirect evidence

“In Invexcel Patrimonio we advise families and institutions requiring savvy, bespoke and unbiased financial advice, with an entrepreneurial vision of wealth.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceBarcelona, SpainHQ checked Sep 28, 20261-105 contacts →

Indirect 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 28, 2026
19Indirect evidenceBarcelona, SpainHQ checked Sep 28, 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 28, 2026
20Indirect evidenceBarcelona, SpainHQ checked Sep 28, 202611-503 contacts →

Indirect evidence

“Cluster Family Office es un multifamily office de ámbito internacional con sede en Barcelona dedicado al asesoramiento y la gestión integral de patrimonios, así como al soporte y…”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceCampo De Criptana, SpainHQ checked Sep 28, 202611-503 contacts →

Indirect evidence

“Desde sus inicios, Aplages, se ha ido especializando y consolidando en el asesoramiento global a empresas.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceMadrid, SpainHQ checked Sep 28, 202611-503 contacts →

Indirect evidence

“Addressing your needs and objetives by combining the expertise of a team of ex senior executives from the financial, energy & commodities markets with the efficiency of tech…”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceValencia, SpainHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“Capital & Gestión Family Office es una firma de profesionales, cuya actividad consiste en la prestación de servicios profesionales relacionados con el asesoramiento y la gestión…”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidencePamplona, SpainHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“JDS CAPITAL, AV SA is a company based out of AV.”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceFraga, SpainHQ checked Sep 28, 202611-502 contacts →

Indirect evidence

“Somos una empresa familiar con 55 años de experiencia, especializada en la asesoría de particulares, autónomos y PYMES.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 121 endowment management consulting firms based in Spain

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Endowment management consulting firms based in Spain at a glance

As of Sep 28, 2026
15.5%Verified-email coverage
8.7Average contacts per company
1-10Median size (employees)
40.5%Largest-city concentration · Madrid
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
82
11-50
28
51-200
6
201-500
2
1,001-5,000
1
10001+
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 121 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 Spain 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 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, 164 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.

Endowment management consulting firms by metro

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 Spain?

RevenueBase identified 121 endowment management consulting 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?

Ferrer&ojeda, headquartered in Barcelona, tops this list with the largest team on record.

Which city has the most endowment management consulting firms?

Madrid leads with 49 headquartered companies, followed by Barcelona (24) and Valencia (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 164 verified decision-maker contacts tracked across these 121 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.