Company lists · Data refreshed September 2026
Top 25 Fiduciary advisors based in Chile
RevenueBase identified 65 fiduciary advisors headquartered in Chile as of September 2026 and tracks 704 professional contacts across them, including 160 with verified work emails. Santiago is the largest hub.
This list covers fiduciary advisors headquartered in Chile, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest fiduciary advisors based in Chile
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 162 contacts → | ||||
Indirect evidence “Durante el proceso de ahorro e inversión estaremos contigo.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 75 contacts → | ||||
Partial evidence “PICTON is an independent investment advisory firm focused exclusively on serving high net worth individuals and institutional investors throughout Latin America.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 42 contacts → | ||||
Indirect evidence “Somos una empresa que ofrece productos y servicios financieros de excelencia a personas, empresas e instituciones, atendiendo sus necesidades específicas y defendiendo sus…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 38 contacts → | ||||
Partial evidence “SARTOR Investments is an independent financial advisory firm focused on high net worth clients.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 29 contacts → | ||||
Partial evidence “Creado en Capital Advisors es el multi-family office pionero de Chile.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 26 contacts → | ||||
Indirect evidence “Betterplan es una plataforma de Wealth Management Independiente que te da acceso a asesores financieros expertos que te recomendarán las mejores opciones para optimizar tu…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 23 contacts → | ||||
Indirect evidence “Vision nace en 1996 en Santiago, Chile, con el propósito de ofrecer asesoría financiera a clientes de altos patrimonios y distribución institucional.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 23 contacts → | ||||
Indirect evidence “Vicapital es un multi family office que ofrece asesoría independiente en la gestión de inversiones a personas, familias y fundaciones, a través de un servicio personalizado y a la…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 22 contacts → | ||||
Indirect evidence “We are expert Investors.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 21 contacts → | ||||
Indirect evidence “Acompañamos a nuestros clientes a construir, fijar y cumplir objetivos de largo plazo.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 20 contacts → | ||||
Partial evidence “Misión: Ejercer nuestro rol fiduciario en forma independiente, con transparencia y excelencia en la gestión de los recursos confiados por nuestros inversionistas, seleccionando…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 17 contacts → | ||||
Indirect evidence “Apoyamos a familias e instituciones a estructurar y administrar sus portfolios de largo plazo.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 12 contacts → | ||||
Indirect evidence “Atacama Asset Management is an independent Boutique Financial Adviser.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 11 contacts → | ||||
Indirect evidence “Preservamos y hacemos crecer su patrimonio con visión global.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 9 contacts → | ||||
Partial evidence “International Financial Planners & Investment Advisors EBG International are independent financial planners providing high quality, regulated financial advice to both local…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 7 contacts → | ||||
Indirect evidence “En Aurea Group nos ocupamos de la gestión patrimonial de nuestros clientes, brindando soluciones integrales, a medida y con visión prospectiva.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 6 contacts → | ||||
Indirect evidence “Cada patrimonio es distinto.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 6 contacts → | ||||
Partial evidence “Hedgestone Financial is a leading private financial advisory firm providing specialized services to Asset Managers, Private Bankers, Brokerages and Independent Financial Advisors.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 contacts → | ||||
Indirect evidence “Somos una Agencia de Asesoría de Inversiones, registrada CMF.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 5 contacts → | ||||
Indirect evidence “Entregamos una asesoría integral, respecto al desarrollo de un plan de inversión personalizado, con el respaldo de un equipo de profesionales altamente capacitados para que tomes…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Indirect evidence “ECOPER provee una solución integral, eficiente y personalizada a quienes necesitan asesoría en la administración de sus activos y pasivos, con total transparencia, dedicación y…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3 contacts → | ||||
Indirect evidence “Grupo de empresas de inversiones con una amplia gama de servicios que incluyen Finanzas Corporativas, Wealth Management, Asset Management y Administradora de fondos de inversión.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Partial evidence “BL Financial Advisors se caracteriza por los altos estándares de atención y dedicación hacia el cliente.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Indirect evidence “Santiago Brokers Asesoría Patrimonial Independiente | Chile En Santiago Brokers no vendemos productos financieros.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: fiduciary advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names fiduciary advisors.
- Partial evidence
- Its own public description names part of fiduciary advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name fiduciary advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 65 fiduciary advisors based in Chile
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Fiduciary advisors based in Chile at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Chile, so it is reported there. Company counts and contact totals on this page are exact for Chile, over 65 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 fiduciary advisors, 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 Chile whose own description of what they do matches “fiduciary advisors”. 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 fiduciary advisors), 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 fiduciary advisors, and records with no verified work email. Companies headquartered outside Chile 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, 160 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
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 fiduciary advisors, 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 fiduciary advisors are there based in Chile?
RevenueBase identified 65 fiduciary advisors headquartered in Chile 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?
Bice Inversiones, headquartered in Santiago, tops this list with the largest team on record.
Which city has the most fiduciary advisors?
Santiago leads with 19 headquartered companies, followed by Las Condes (16) and Las Condes Santiago (8).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 160 verified decision-maker contacts tracked across these 65 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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