Company lists · Data refreshed November 2026
Top 25 Expat financial planning services based in Germany
RevenueBase identified 353 company matches for expat financial planning services associated with Germany as of November 2026 and tracks 6,053 professional contacts across them, including 2,608 with verified work emails. Hamburg is the largest hub.
This list covers company matches for expat financial planning services associated with Germany, 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 November 6, 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 expat financial planning services based in Germany
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,169 contacts → | ||||
Exact match “MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 2,042 contacts → | ||||
Exact match “Finanzdienstleistungen, Investment, Versicherungen, Betriebliche Altersvorsorge, Private Krankenversicherungen, Finanzoptimierung, Depotcheck, Vermögensaufbau, Financial Planning…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 83 contacts → | ||||
Exact match “Als Finanzexperten blicken wir auf eine Zusammenarbeit von mehr als 20 Jahren zurück.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 52 contacts → | ||||
Exact match “Bei GLOBAL-FINANZ steht der Mensch im Mittelpunkt.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 46 contacts → | ||||
Exact match “Die compexx Finanz AG wurde im Jahr 2005 in Regensburg gegründet und steht für ganzheitliche Finanzberatung von höchster Qualität.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 36 contacts → | ||||
Exact match “Was die FG FINANZ-SERVICE so besonders macht Seit fast 40 Jahren begleitet, berät und betreut die FG FINANZ-SERVICE (FG) nachhaltig und individuell im Bereich Finanzen und…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 24 contacts → | ||||
Exact match “Die PrivateFinancePartners GmbH ist Ihr Partner in den Bereichen Wealth Management, Versicherungen und Advisory.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 21 contacts → | ||||
Exact match “Unser Ziel ist klar: Wir möchten dir eine Finanzberatung bieten, mit der deine Finanzen nicht nur ein Leben lang optimal geregelt sind – sondern mit der du eine echte Perspektive…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 17 contacts → | ||||
Exact match “Wir wissen: Finanzthemen sind komplex – aber sie sollten nicht kompliziert sein.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 16 contacts → | ||||
Exact match “Die nowinta Finanzgruppe steht seit 30 Jahren für umfassende Finanzberatung und individuelle Vermögensverwaltung für Privatpersonen und Unternehmen.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 9 contacts → | ||||
Exact match “Willkommen bei Horbach - Ihrem serviceorientiertem Finanzdienstleister!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “Ob Risiko-Absicherung, Altersvorsorge oder Finanzierung: Wir von der Schreiner GmbH beraten unabhängig und entwickeln maßgeschneiderte Lösungen, die zu Ihnen und Ihren…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 9 contacts → | ||||
Exact match “Mare Finanz GmbH ist der größte inhabergeführte Maklern für Finanzen und Versicherungen in Rostock und Mecklenburg-Vorpommern.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “PARTNERS VermögensManagement AG is a financial services company based in Südliche Auffahrtsallee 37, 80639 München, Bavaria, Germany.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “Anlageberatung für Unternehmer & Selbstständige!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “PerFinEx GmbH - Personal Finance for Expats The #1 English-Speaking & Independent Financial Planner in Germany” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “LeX-Wealth helps expats in Germany protect, preserve, and grow their wealth with clear, specialist advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “Wir geben es zu: Wir sind Besserwisser.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “We advise and consult individuals & families, employers & freelancers as well as expatriates on all topics regarding insurances and insurance-based investment products.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “Square Capital Consulting ist Ihr Partner für professionelle Finanz- und Vermögensplanung.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “German Sherpa - Your Financial Guide for Expats in Germany.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “Die IHR Vermögen steht für: Individuelle Beratung, welche mit Herz und Verstand Ihre Rendite im Blick behält!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 6 contacts → | ||||
Exact match “Das sagt die Presse: DEUTSCHLANDS ERSTE MAKLERBANK Als unabhängiges Finanzunternehmen möchten wir Sie ganz individuell und auf Ihre persönliche Situation hin beraten.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 6 contacts → | ||||
Exact match “voice economy – die unverwechselbare Stimme am Finanzmarkt.” Recorded in the RevenueBase company graph · Nov 6, 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 “expat financial planning services”. 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 353 expat financial planning services based in Germany
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Expat financial planning services based in Germany at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Germany, so it is reported there. Company counts and contact totals on this page are exact for Germany, over 353 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 Germany whose business descriptions match “expat financial planning services” 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 2,608 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 November 6, 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 “expat financial planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many expat financial planning services are there based in Germany?
RevenueBase identified 353 company matches for expat financial planning services associated with Germany as of November 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?
MLP tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most expat financial planning services?
Hamburg leads with 23 company records, followed by Berlin (22) and Munich (17).
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 2,608 professional contacts with verified work emails tracked across these 353 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 353 expat financial planning services based in Germany. Start with a free account, no credit card.
Download this list →Related lists
Expat financial planning services by geography
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- Expat financial planning services based in Lyon, France
- Expat financial planning services based in Paris, France
- Expat financial planning services based in Bangalore, India
- Expat financial planning services based in Mumbai, India
- Expat financial planning services based in New Delhi, India
- Expat financial planning services based in Dublin, Ireland
- Expat financial planning services based in Singapore, Singapore
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
- Expat financial planning services based in Melbourne, Australia
- Expat financial planning services based in Sydney, Australia
- Expat financial planning services based in Sao Paulo, Brazil
- Expat financial planning services based in Calgary, Canada
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Company intelligence · public preview
Top 25 expat financial planning services based in Germany
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 353 matching company records for expat financial planning services based in Germany, with 6,053 tracked contacts and 2,608 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: November 6, 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 expat financial planning services based in Germany
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 |  MLPmlp.deHQ: Wiesloch, GermanyReported employees: 1,001-5,000 | Wiesloch, Germany | 1,001-5,000 | Exact match | 2,169 contacts → |
“MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Tecis Finanzdienstleistungen AGtecis.deHQ: Hamburg, GermanyReported employees: 5,001-10,000 | Hamburg, Germany | 5,001-10,000 | Exact match | 2,042 contacts → |
“Finanzdienstleistungen, Investment, Versicherungen, Betriebliche Altersvorsorge, Private Krankenversicherungen, Finanzoptimierung, Depotcheck, Vermögensaufbau, Financial Planning…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  HRK Lunis AGhrklunis.deHQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 83 contacts → |
“Als Finanzexperten blicken wir auf eine Zusammenarbeit von mehr als 20 Jahren zurück.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Global-Finanz Gmbhglobal-finanz.deHQ: Bonn, GermanyReported employees: 51-200 | Bonn, Germany | 51-200 | Exact match | 52 contacts → |
“Bei GLOBAL-FINANZ steht der Mensch im Mittelpunkt.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Compexx Finanz AGcompexx-finanz.deHQ: Regensburg, GermanyReported employees: 51-200 | Regensburg, Germany | 51-200 | Exact match | 46 contacts → |
“Die compexx Finanz AG wurde im Jahr 2005 in Regensburg gegründet und steht für ganzheitliche Finanzberatung von höchster Qualität.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  FG Finanz-Service Aktiengesellschaftfg-finanz-service.deHQ: Heilbronn, GermanyReported employees: 201-500 | Heilbronn, Germany | 201-500 | Exact match | 36 contacts → |
“Was die FG FINANZ-SERVICE so besonders macht Seit fast 40 Jahren begleitet, berät und betreut die FG FINANZ-SERVICE (FG) nachhaltig und individuell im Bereich Finanzen und…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Pfp-Privatefinancepartners Gmbhpfpartners.deHQ: Frankfurt A.m., GermanyReported employees: 11-50 | Frankfurt A.m., Germany | 11-50 | Exact match | 24 contacts → |
“Die PrivateFinancePartners GmbH ist Ihr Partner in den Bereichen Wealth Management, Versicherungen und Advisory.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Jantzen & Partner Investment Consultingjantzen-partner.comHQ: Hamburg, GermanyReported employees: 51-200 | Hamburg, Germany | 51-200 | Exact match | 21 contacts → |
“Unser Ziel ist klar: Wir möchten dir eine Finanzberatung bieten, mit der deine Finanzen nicht nur ein Leben lang optimal geregelt sind – sondern mit der du eine echte Perspektive…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Finvalue Gmbhfin-value.deHQ: Dresden, GermanyReported employees: 11-50 | Dresden, Germany | 11-50 | Exact match | 17 contacts → |
“Wir wissen: Finanzthemen sind komplex – aber sie sollten nicht kompliziert sein.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Nowinta Finanzgruppenowinta.deHQ: Aalen, GermanyReported employees: 51-200 | Aalen, Germany | 51-200 | Exact match | 16 contacts → |
“Die nowinta Finanzgruppe steht seit 30 Jahren für umfassende Finanzberatung und individuelle Vermögensverwaltung für Privatpersonen und Unternehmen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 9 contacts → |
“Willkommen bei Horbach - Ihrem serviceorientiertem Finanzdienstleister!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Schreiner Gmbhschreiner-versicherungen.deHQ: Ehingen (donau), GermanyReported employees: 11-50 | Ehingen (donau), Germany | 11-50 | Exact match | 9 contacts → |
“Ob Risiko-Absicherung, Altersvorsorge oder Finanzierung: Wir von der Schreiner GmbH beraten unabhängig und entwickeln maßgeschneiderte Lösungen, die zu Ihnen und Ihren…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Makler Krüger Gmbhmarefinanz.deHQ: Rostock, GermanyReported employees: 11-50 | Rostock, Germany | 11-50 | Exact match | 9 contacts → |
“Mare Finanz GmbH ist der größte inhabergeführte Maklern für Finanzen und Versicherungen in Rostock und Mecklenburg-Vorpommern.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Partners Vermögensmanagement AGpvm-ag.deHQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 8 contacts → |
“PARTNERS VermögensManagement AG is a financial services company based in Südliche Auffahrtsallee 37, 80639 München, Bavaria, Germany.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Nico Hüsch Gmbhnicohuesch.deHQ: Hamburg, GermanyReported employees: 11-50 | Hamburg, Germany | 11-50 | Exact match | 8 contacts → |
“Anlageberatung für Unternehmer & Selbstständige!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Perfinexperfinex.deHQ: Munich, GermanyReported employees: 1-10 | Munich, Germany | 1-10 | Exact match | 8 contacts → |
“PerFinEx GmbH - Personal Finance for Expats The #1 English-Speaking & Independent Financial Planner in Germany” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Lex-Wealthlex-wealth.comHQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 8 contacts → |
“LeX-Wealth helps expats in Germany protect, preserve, and grow their wealth with clear, specialist advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Münster, GermanyReported employees: 51-200 | Münster, Germany | 51-200 | Exact match | 6 contacts → |
“Wir geben es zu: Wir sind Besserwisser.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Versicherungsbüro Weissversicherungsbuero-weiss.comHQ: Berlin, GermanyReported employees: 1-10 | Berlin, Germany | 1-10 | Exact match | 6 contacts → |
“We advise and consult individuals & families, employers & freelancers as well as expatriates on all topics regarding insurances and insurance-based investment products.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Plansecur Finanzplanungplansecur-beratung.de HQ: Ritterhude, GermanyReported employees: 11-50 | Ritterhude, Germany | 11-50 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 |  Square Capital Consulting Gmbhsquarecc.deHQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 6 contacts → |
“Square Capital Consulting ist Ihr Partner für professionelle Finanz- und Vermögensplanung.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  German Sherpa Financial Solutions For Expats In Germanygermansherpa.comHQ: Würselen, GermanyReported employees: 11-50 | Würselen, Germany | 11-50 | Exact match | 6 contacts → |
“German Sherpa - Your Financial Guide for Expats in Germany.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  IHR Vermögen & Immobilien Gmbhihr-vermoegen.deHQ: Günzburg, GermanyReported employees: 1-10 | Günzburg, Germany | 1-10 | Exact match | 6 contacts → |
“Die IHR Vermögen steht für: Individuelle Beratung, welche mit Herz und Verstand Ihre Rendite im Blick behält!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Inno Finanzinno-finanz.de HQ: Darmstadt, GermanyReported employees: 11-50 | Darmstadt, Germany | 11-50 | Exact match | 6 contacts → |
“Das sagt die Presse: DEUTSCHLANDS ERSTE MAKLERBANK Als unabhängiges Finanzunternehmen möchten wir Sie ganz individuell und auf Ihre persönliche Situation hin beraten.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Hamburg, GermanyReported employees: 11-50 | Hamburg, Germany | 11-50 | Exact match | 6 contacts → |
“voice economy – die unverwechselbare Stimme am Finanzmarkt.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 353 company matches
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Expat financial planning services: dataset insights
November 6, 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
338 records in the displayed employee bands.
15 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 Germany, so it is reported there. Company counts and contact totals on this page are exact for Germany, over 353 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: November 6, 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 expat financial planning services?
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 expat financial planning services did RevenueBase find based in Germany?
The saved snapshot records 353 matching company records, 6,053 tracked contacts and 2,608 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: November 6, 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
Expat financial planning services by geography
- Expat financial planning services based in Melbourne, Australia
- Expat financial planning services based in Sydney, Australia
- Expat financial planning services based in Sao Paulo, Brazil
- Expat financial planning services based in Calgary, Canada
- Expat financial planning services based in Toronto, Canada
- Expat financial planning services based in Lyon, France
- Expat financial planning services based in Paris, France
- Expat financial planning services based in Bangalore, India
- Expat financial planning services based in Mumbai, India
- Expat financial planning services based in New Delhi, India
- Expat financial planning services based in Dublin, Ireland
- Expat financial planning services based in Singapore, Singapore
Cite this list
RevenueBase Data Team. Top 25 expat financial planning services based in Germany. Snapshot: November 6, 2026. https://revenuebase.ai/companies/expat-financial-planning-services/germany.
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
- Expat financial planning services based in Melbourne, Australia
- Expat financial planning services based in Sydney, Australia
- Expat financial planning services based in Sao Paulo, Brazil
- Expat financial planning services based in Calgary, Canada
- Expat financial planning services based in Toronto, Canada
- Expat financial planning services based in Lyon, France
Company intelligence · public preview
Top 25 expat financial planning services based in Germany
RevenueBase records 353 matching company records for expat financial planning services based in Germany, with 6,053 tracked contacts and 2,608 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: November 6, 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 expat financial planning services based in Germany
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 | MLPmlp.de HQ: Wiesloch, GermanyReported employees: 1,001-5,000 | Wiesloch, Germany | 1,001-5,000 | Exact match | 2,169 contacts → |
“MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Tecis Finanzdienstleistungen AGtecis.de HQ: Hamburg, GermanyReported employees: 5,001-10,000 | Hamburg, Germany | 5,001-10,000 | Exact match | 2,042 contacts → |
“Finanzdienstleistungen, Investment, Versicherungen, Betriebliche Altersvorsorge, Private Krankenversicherungen, Finanzoptimierung, Depotcheck, Vermögensaufbau, Financial Planning…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HRK Lunis AGhrklunis.de HQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 83 contacts → |
“Als Finanzexperten blicken wir auf eine Zusammenarbeit von mehr als 20 Jahren zurück.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Global-Finanz Gmbhglobal-finanz.de HQ: Bonn, GermanyReported employees: 51-200 | Bonn, Germany | 51-200 | Exact match | 52 contacts → |
“Bei GLOBAL-FINANZ steht der Mensch im Mittelpunkt.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Compexx Finanz AGcompexx-finanz.de HQ: Regensburg, GermanyReported employees: 51-200 | Regensburg, Germany | 51-200 | Exact match | 46 contacts → |
“Die compexx Finanz AG wurde im Jahr 2005 in Regensburg gegründet und steht für ganzheitliche Finanzberatung von höchster Qualität.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | FG Finanz-Service Aktiengesellschaftfg-finanz-service.de HQ: Heilbronn, GermanyReported employees: 201-500 | Heilbronn, Germany | 201-500 | Exact match | 36 contacts → |
“Was die FG FINANZ-SERVICE so besonders macht Seit fast 40 Jahren begleitet, berät und betreut die FG FINANZ-SERVICE (FG) nachhaltig und individuell im Bereich Finanzen und…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Pfp-Privatefinancepartners Gmbhpfpartners.de HQ: Frankfurt A.m., GermanyReported employees: 11-50 | Frankfurt A.m., Germany | 11-50 | Exact match | 24 contacts → |
“Die PrivateFinancePartners GmbH ist Ihr Partner in den Bereichen Wealth Management, Versicherungen und Advisory.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Jantzen & Partner Investment Consultingjantzen-partner.com HQ: Hamburg, GermanyReported employees: 51-200 | Hamburg, Germany | 51-200 | Exact match | 21 contacts → |
“Unser Ziel ist klar: Wir möchten dir eine Finanzberatung bieten, mit der deine Finanzen nicht nur ein Leben lang optimal geregelt sind – sondern mit der du eine echte Perspektive…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Finvalue Gmbhfin-value.de HQ: Dresden, GermanyReported employees: 11-50 | Dresden, Germany | 11-50 | Exact match | 17 contacts → |
“Wir wissen: Finanzthemen sind komplex – aber sie sollten nicht kompliziert sein.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Nowinta Finanzgruppenowinta.de HQ: Aalen, GermanyReported employees: 51-200 | Aalen, Germany | 51-200 | Exact match | 16 contacts → |
“Die nowinta Finanzgruppe steht seit 30 Jahren für umfassende Finanzberatung und individuelle Vermögensverwaltung für Privatpersonen und Unternehmen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 9 contacts → |
“Willkommen bei Horbach - Ihrem serviceorientiertem Finanzdienstleister!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Schreiner Gmbhschreiner-versicherungen.de HQ: Ehingen (donau), GermanyReported employees: 11-50 | Ehingen (donau), Germany | 11-50 | Exact match | 9 contacts → |
“Ob Risiko-Absicherung, Altersvorsorge oder Finanzierung: Wir von der Schreiner GmbH beraten unabhängig und entwickeln maßgeschneiderte Lösungen, die zu Ihnen und Ihren…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Makler Krüger Gmbhmarefinanz.de HQ: Rostock, GermanyReported employees: 11-50 | Rostock, Germany | 11-50 | Exact match | 9 contacts → |
“Mare Finanz GmbH ist der größte inhabergeführte Maklern für Finanzen und Versicherungen in Rostock und Mecklenburg-Vorpommern.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Partners Vermögensmanagement AGpvm-ag.de HQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 8 contacts → |
“PARTNERS VermögensManagement AG is a financial services company based in Südliche Auffahrtsallee 37, 80639 München, Bavaria, Germany.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Nico Hüsch Gmbhnicohuesch.de HQ: Hamburg, GermanyReported employees: 11-50 | Hamburg, Germany | 11-50 | Exact match | 8 contacts → |
“Anlageberatung für Unternehmer & Selbstständige!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Perfinexperfinex.de HQ: Munich, GermanyReported employees: 1-10 | Munich, Germany | 1-10 | Exact match | 8 contacts → |
“PerFinEx GmbH - Personal Finance for Expats The #1 English-Speaking & Independent Financial Planner in Germany” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Lex-Wealthlex-wealth.com HQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 8 contacts → |
“LeX-Wealth helps expats in Germany protect, preserve, and grow their wealth with clear, specialist advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Münster, GermanyReported employees: 51-200 | Münster, Germany | 51-200 | Exact match | 6 contacts → |
“Wir geben es zu: Wir sind Besserwisser.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Versicherungsbüro Weissversicherungsbuero-weiss.com HQ: Berlin, GermanyReported employees: 1-10 | Berlin, Germany | 1-10 | Exact match | 6 contacts → |
“We advise and consult individuals & families, employers & freelancers as well as expatriates on all topics regarding insurances and insurance-based investment products.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Plansecur Finanzplanungplansecur-beratung.de HQ: Ritterhude, GermanyReported employees: 11-50 | Ritterhude, Germany | 11-50 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 | Square Capital Consulting Gmbhsquarecc.de HQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 6 contacts → |
“Square Capital Consulting ist Ihr Partner für professionelle Finanz- und Vermögensplanung.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | German Sherpa Financial Solutions For Expats In Germanygermansherpa.com HQ: Würselen, GermanyReported employees: 11-50 | Würselen, Germany | 11-50 | Exact match | 6 contacts → |
“German Sherpa - Your Financial Guide for Expats in Germany.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | IHR Vermögen & Immobilien Gmbhihr-vermoegen.de HQ: Günzburg, GermanyReported employees: 1-10 | Günzburg, Germany | 1-10 | Exact match | 6 contacts → |
“Die IHR Vermögen steht für: Individuelle Beratung, welche mit Herz und Verstand Ihre Rendite im Blick behält!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Inno Finanzinno-finanz.de HQ: Darmstadt, GermanyReported employees: 11-50 | Darmstadt, Germany | 11-50 | Exact match | 6 contacts → |
“Das sagt die Presse: DEUTSCHLANDS ERSTE MAKLERBANK Als unabhängiges Finanzunternehmen möchten wir Sie ganz individuell und auf Ihre persönliche Situation hin beraten.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Hamburg, GermanyReported employees: 11-50 | Hamburg, Germany | 11-50 | Exact match | 6 contacts → |
“voice economy – die unverwechselbare Stimme am Finanzmarkt.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 353 company matches
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Expat financial planning services: dataset insights
November 6, 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
338 records in the displayed employee bands.
15 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 Germany, so it is reported there. Company counts and contact totals on this page are exact for Germany, over 353 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: November 6, 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 expat financial planning services?
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 expat financial planning services did RevenueBase find based in Germany?
The saved snapshot records 353 matching company records, 6,053 tracked contacts and 2,608 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: November 6, 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.
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Cite this list
RevenueBase Data Team. Top 25 expat financial planning services based in Germany. Snapshot: November 6, 2026. https://revenuebase.ai/companies/expat-financial-planning-services/germany.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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