Company lists · Data refreshed September 2026

Top 25 Financial advisory outsourcing companies based in Germany

RevenueBase identified 780 company matches for financial advisory outsourcing companies associated with Germany as of September 2026 and tracks 9,846 professional contacts across them, including 3,276 with verified work emails. Hamburg is the largest hub.

This list covers company matches for financial advisory outsourcing companies 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 September 28, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built
780Companies
9,846Contacts tracked
3,276Verified emails
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The 25 largest financial advisory outsourcing companies based in Germany

Ranked by team size
Top 25 of 780 company matches for financial advisory outsourcing companies based in Germany, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchWiesloch, GermanyHQ recorded Sep 28, 20261,001-5,0002,058 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 · Sep 28, 2026 · View company records in RevenueBase
2Exact matchHamburg, GermanyHQ recorded Sep 28, 20265,001-10,0002,026 contacts →

Exact match

“Finanzdienstleistungen, Investment, Versicherungen, Betriebliche Altersvorsorge, Private Krankenversicherungen, Finanzoptimierung, Depotcheck, Vermögensaufbau, Financial Planning…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact matchCologne, GermanyHQ recorded Sep 28, 20261,001-5,000708 contacts →

Exact match

“Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchHanover, GermanyHQ recorded Sep 28, 20265,001-10,000544 contacts →

Exact match

“Das sind wir Swiss Life Select ist eines der größten deutschen Finanzberatungsunternehmen und Teil der Swiss Life-Gruppe, eines europaweit marktführenden Anbieters von…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchCologne, GermanyHQ recorded Sep 28, 2026501-1,000495 contacts →

Exact match

“The OVB Group, with its holding company headquartered in Cologne, is one of Europe’s leading financial advisory groups.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchBonn, GermanyHQ recorded Sep 28, 2026501-1,000178 contacts →

Exact match

“IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchFrankfurt, GermanyHQ recorded Sep 28, 202651-20069 contacts →

Exact match

“Als Finanzexperten blicken wir auf eine Zusammenarbeit von mehr als 20 Jahren zurück.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchMünster, GermanyHQ recorded Sep 28, 2026201-50068 contacts →

Exact match

“Wir sind eine mittelständische Wirtschaftsberatung für gehobene Privatkunden, Ärzte, Zahnärzte, Wirtschaftswissenschaftler und Ingenieure.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchBonn, GermanyHQ recorded Sep 28, 202651-20057 contacts →

Exact match

“Bei GLOBAL-FINANZ steht der Mensch im Mittelpunkt.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchCologne, GermanyHQ recorded Sep 28, 202651-20041 contacts →

Exact match

“Home of Finance - Die erste Adresse für bessere Finanzentscheidungen.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchHeidelberg, GermanyHQ recorded Sep 28, 202651-20041 contacts →

Exact match

“Unabhängige Finanzberatung für jeden Bedarf Persönliche und langfristige Finanzberatung für alle Lebensbereiche Seit über 50 Jahren steht ZSH für eine unabhängige und…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchFrankfurt, GermanyHQ recorded Sep 28, 202651-20038 contacts →

Exact match

“RMC Risk-Management-Consulting ist ein Beratungsunternehmen für Kapitalanlageprozesse und ertragsorientierte Risikosteuerung.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchHeilbronn, GermanyHQ recorded Sep 28, 2026201-50036 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, individuell und unabhängig im Bereich Finanzen…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchRegensburg, GermanyHQ recorded Sep 28, 202651-20034 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 · Sep 28, 2026 · View company records in RevenueBase
15Exact matchBerlin, GermanyHQ recorded Sep 28, 202651-20031 contacts →

Exact match

“Die FiNUM.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact matchWuppertal, GermanyHQ recorded Sep 28, 2026201-50031 contacts →

Exact match

“Das Netzwerk.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchEschborn, GermanyHQ recorded Sep 28, 202651-20026 contacts →

Exact match

“DEFINET ist der Servicepartner für Finanzberatungsunternehmen.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchEschborn, GermanyHQ recorded Sep 28, 202651-20024 contacts →

Exact match

“Wir sind ein Zusammenschluss selbständiger Berater.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchHanover, GermanyHQ recorded Sep 28, 202611-5023 contacts →

Exact match

“Die WAVE Management AG ist der Finanzdienstleister der VHV Gruppe.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchFrankfurt A.m., GermanyHQ recorded Sep 28, 202611-5023 contacts →

Exact match

“Die PrivateFinancePartners GmbH ist Ihr Partner in den Bereichen Wealth Management, Versicherungen und Advisory.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21Exact matchAugsburg, GermanyHQ recorded Sep 28, 202611-5022 contacts →

Exact match

“Welcome to India Initiative!”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchHamburg, GermanyHQ recorded Sep 28, 2026201-50021 contacts →

Exact match

“Kompetente Beratung in allen Lebensphasen ist ein hoher Anspruch, dem wir uns seit vielen Jahren stellen.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23Exact matchDresden, GermanyHQ recorded Sep 28, 202611-5020 contacts →

Exact match

“Wir wissen: Finanzthemen sind komplex – aber sie sollten nicht kompliziert sein.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24Exact matchFrankfurt, GermanyHQ recorded Sep 28, 2026501-1,00020 contacts →

Exact match

“Die ATLAS Dienstleistungen für Vermögensberatung GmbH ist eine Servicegesellschaft für Finanzdienstleistungen.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25Exact matchRegensburg, GermanyHQ recorded Sep 28, 202651-20019 contacts →

Exact match

“Ihre Konzertmeister in der Finanzwelt.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 25 of 780 financial advisory outsourcing companies based in Germany

See the full list, filter by size, metro and specialty, and access 3,276 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial advisory outsourcing companies based in Germany at a glance

As of Sep 28, 2026
33.3%Verified-email coverage
12.6Average contacts per company
1-10Median size (employees)
6.2%Largest-city concentration · Hamburg
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
567
11-50
149
51-200
27
201-500
11
501-1,000
6
1,001-5,000
5
5,001-10,000
2

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 780 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 “financial advisory outsourcing companies” 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 3,276 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 September 28, 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 “financial advisory outsourcing companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisory outsourcing companies are there based in Germany?

RevenueBase identified 780 company matches for financial advisory outsourcing companies associated with Germany as of September 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 financial advisory outsourcing companies?

Hamburg leads with 48 company records, followed by Munich (45) and Berlin (34).

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 3,276 professional contacts with verified work emails tracked across these 780 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 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 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.