Company lists · Data refreshed September 2026

Top 22 Financial advisors for high net worth based in Chile

RevenueBase identified 64 financial advisors for high net worth headquartered in Chile as of September 2026 and tracks 1,757 professional contacts across them, including 123 with verified work emails. Santiago is the largest hub.

This list covers financial advisors for high net worth 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 20, 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 20, 2026 86% judged on-target in blind review
64Companies
1,757Contacts tracked
123Verified emails
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The 22 largest financial advisors for high net worth based in Chile

Ranked by team size
Top 22 of 64 financial advisors for high net worth based in Chile, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisors for high net worth: 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 evidenceLas Condes Santiago De Chile, ChileHQ checked Sep 20, 202651-200161 contacts →

Indirect evidence

“Ayudamos a nuestros clientes a multiplicar su patrimonio a través de la inversión.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceLas Condes, ChileHQ checked Sep 20, 202651-20091 contacts →

Indirect evidence

“MBI Inversiones es un administrador de activos especializado con más de 25 años en el mercado, orientado a asesorar integralmente a familias de alto patrimonio, clientes privados…”

Source: RevenueBase Database · checked Sep 20, 2026
3Strong evidenceSantiago, ChileHQ checked Sep 20, 202651-20075 contacts →

Strong 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 20, 2026
4Partial evidenceSantiago, ChileHQ checked Sep 20, 202611-5042 contacts →

Partial 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 20, 2026
5Strong evidenceLas Condes, ChileHQ checked Sep 20, 202651-20038 contacts →

Strong evidence

“SARTOR Investments is an independent financial advisory firm focused on high net worth clients.”

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceVitacura, ChileHQ checked Sep 20, 202611-5023 contacts →

Partial 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 20, 2026
7Indirect evidenceVitacura, ChileHQ checked Sep 20, 202611-5022 contacts →

Indirect evidence

“We are expert Investors.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceSantiago, ChileHQ checked Sep 20, 202611-5017 contacts →

Indirect evidence

“Apoyamos a familias e instituciones a estructurar y administrar sus portfolios de largo plazo.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceConcepcion, ChileHQ checked Sep 20, 20261-1012 contacts →

Indirect evidence

“Somos una empresa de Inversión Inmobiliaria.”

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceSantiago, ChileHQ checked Sep 20, 202611-5012 contacts →

Partial evidence

“Atacama Asset Management is an independent Boutique Financial Adviser.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceSantiago, ChileHQ checked Sep 20, 202611-5011 contacts →

Indirect evidence

“Preservamos y hacemos crecer su patrimonio con visión global.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceSantiago, ChileHQ checked Sep 20, 202611-5011 contacts →

Indirect evidence

“Wealth Management & Corporate Finance Multi-Family Office & Asset Private Management”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceVitacura, ChileHQ checked Sep 20, 202611-507 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 20, 2026
14Strong evidenceSantiago, ChileHQ checked Sep 20, 202651-2006 contacts →

Strong 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 20, 2026
15Indirect evidenceViña Del Mar, ChileHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“Somos una Agencia de Asesoría de Inversiones, registrada CMF.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceLas Condes, ChileHQ checked Sep 20, 20261-105 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 20, 2026
17Indirect evidenceSantiago, ChileHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Somos un equipo de profesionales empatizando con tu realidad.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceLo Barnechea, ChileHQ checked Sep 20, 20261-103 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 20, 2026
19Indirect evidenceSantiago, ChileHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceSantiago, ChileHQ checked Sep 20, 202611-501 contacts →

Indirect evidence

“A través de nuestros diferentes acuerdos comerciales Stoploss brinda herramientas de planificación y protección patrimonial por medio de soluciones que se ajustan a la medida de…”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceLas Condes, ChileHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Inversiones, planificación patrimonial, impuestos, herencia”

Source: RevenueBase Database · checked Sep 20, 2026
22Partial evidenceSantiago, ChileHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“Somos una empresa dedicada a la asesoría financiera y proporcionamos instrumentos para cada etapa de la vida de nuestros clientes.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 22 of 64 financial advisors for high net worth based in Chile

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Financial advisors for high net worth based in Chile at a glance

As of Sep 20, 2026
7.0%Verified-email coverage
27.5Average contacts per company
1-10Median size (employees)
34.4%Largest-city concentration · Santiago
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
35
11-50
20
51-200
8
501-1,000
1

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 64 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 financial advisors for high net worth, 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 “financial advisors for high net worth”. 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 financial advisors for high net worth), 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 financial advisors for high net worth, 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, 123 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 20, 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 financial advisors for high net worth, 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 financial advisors for high net worth are there based in Chile?

RevenueBase identified 64 financial advisors for high net worth 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?

Propital, headquartered in Las Condes Santiago De Chile, tops this list with the largest team on record.

Which city has the most financial advisors for high net worth?

Santiago leads with 22 headquartered companies, followed by Las Condes (14) and Las Condes Santiago (5).

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 123 verified decision-maker contacts tracked across these 64 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 20, 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.