Company lists · Data refreshed September 2026

Top 25 Financial advisory outsourcing companies based in Italy

Name: Financial advisory outsourcing companies based in Italy
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 240 companies tracked

RevenueBase identified 240 financial advisory outsourcing companies headquartered in Italy as of September 2026 and tracks 3,097 professional contacts across them, including 1,149 with verified work emails. Milan is the largest hub.

This list covers financial advisory outsourcing companies headquartered in Italy, 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

240Companies

3,097Contacts tracked

1,149Verified emails

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The 25 largest financial advisory outsourcing companies based in Italy

Ranked by team size

Top 25 of 240 financial advisory outsourcing companies based in Italy, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisory outsourcing companies: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Allianz Bank Financial Advisors	Indirect evidence	Milano, ItalyHQ checked Sep 28, 2026	501-1,000	1,413 contacts →
	Indirect evidence “All’avanguardia da 50 anni, per dare giusto valore al tempo.” Source: RevenueBase Database · checked Sep 28, 2026
2	Consultinvest Investimenti SIM SPA	Partial evidence	Modena, ItalyHQ checked Sep 28, 2026	51-200	258 contacts →
	Partial evidence “Financial Planners Network - Multibrand in Finance, Insurance and Credit.We help people to deal with various personal financial issues through proper planning, advising clients on…” Source: RevenueBase Database · checked Sep 28, 2026
3	Cabel Industry	Partial evidence	Empoli, ItalyHQ checked Sep 28, 2026	51-200	193 contacts →
	Partial evidence “Cabel fornisce servizi di full outsourcing per il mondo bancario e finanziario, con una esperienza consolidata di quasi 40 anni di attività.” Source: RevenueBase Database · checked Sep 28, 2026
4	Asfalia	Indirect evidence	Saronno, ItalyHQ checked Sep 28, 2026	11-50	101 contacts →
	Indirect evidence “Asfalia è una società formata da professionisti con anni di esperienza e competenze specifiche nei settori finanziario e assicurativo.” Source: RevenueBase Database · checked Sep 28, 2026
5	Vitale	Strong evidence	Milan, ItalyHQ checked Sep 28, 2026	11-50	77 contacts →
	Strong evidence “Vitale & Co is the leading independent financial advisor in Italy involved in complex corporate finance transactions: mergers & acquisitions, debt restructuring and debt advisory…” Source: RevenueBase Database · checked Sep 28, 2026
6	Valori & Finanza Investimenti SIM S.P.A	Indirect evidence	Udine, ItalyHQ checked Sep 28, 2026	51-200	68 contacts →
	Indirect evidence “Valori & Finanza nasce da un sogno, il sogno di portare libertà, indipendenza e professionalità etica nel mondo della finanza.” Source: RevenueBase Database · checked Sep 28, 2026
7	Devere Italia	Indirect evidence	Milan, ItalyHQ checked Sep 28, 2026	51-200	48 contacts →
	Indirect evidence “deVere Italia S.r.l.” Source: RevenueBase Database · checked Sep 28, 2026
8	Finint Privat Bank	Indirect evidence	Milano, ItalyHQ checked Sep 28, 2026	11-50	42 contacts →
	Indirect evidence “Consulenza Finanziaria” Source: RevenueBase Database · checked Sep 28, 2026
9	Gamma Capital Markets Succursale Italiana	Indirect evidence	Milan, ItalyHQ checked Sep 28, 2026	11-50	33 contacts →
	Indirect evidence “Gamma Capital Markets Succursale italiana è formata da un team di professionisti appassionati e metodici nel ricercare le migliori soluzioni di investimento.” Source: RevenueBase Database · checked Sep 28, 2026
10	Unilinea S.R.L	Partial evidence	Milano, ItalyHQ checked Sep 28, 2026	51-200	33 contacts →
	Partial evidence “Unilinea nasce nel e nel corso del tempo si specializza nella gestione dei servizi in outsourcing nel settore bancario e finanziario, permettendo alle aziende di dedicare risorse…” Source: RevenueBase Database · checked Sep 28, 2026
11	Iama Consulting	Indirect evidence	Milano, ItalyHQ checked Sep 28, 2026	11-50	22 contacts →
	Indirect evidence “IAMA nasce nel 1974 da un gruppo di consulenti aziendali specializzati nel business dei servizi finanziari, con l'intento di trasferire alle imprese italiane le esperienze di…” Source: RevenueBase Database · checked Sep 28, 2026
12	Adhoc SCF	Indirect evidence	Milano, ItalyHQ checked Sep 28, 2026	11-50	18 contacts →
	Indirect evidence “Adhoc SCF è una società di consulenza finanziaria indipendente iscritta all'Albo specializzata nella prestazione su base indipendente (in totale assenza di conflitto d’interessi)…” Source: RevenueBase Database · checked Sep 28, 2026
13	Lyra Partners	Strong evidence	Milano, ItalyHQ checked Sep 28, 2026	11-50	17 contacts →
	Strong evidence “Lyra Partners is an independent financial advisory company based in Milan providing investment banking services to a diversified client base ranging from industrial companies…” Source: RevenueBase Database · checked Sep 28, 2026
14	IFA Consulting SCF	Indirect evidence	Verona, ItalyHQ checked Sep 28, 2026	11-50	17 contacts →
	Indirect evidence “IFA Consulting è società di consulenza finanziaria indipendente, iscritta nell Albo professionale tenuto e vigilato presso l’ Organismo dei Consulenti Finanziari istituto a…” Source: RevenueBase Database · checked Sep 28, 2026
15	Marzotto SIM S.P.A	Indirect evidence	Milano, ItalyHQ checked Sep 28, 2026	11-50	15 contacts →
	Indirect evidence “Marzotto Sim è autorizzata ad offre servizi di-Negoziazione per conto proprio (Delibera n.” Source: RevenueBase Database · checked Sep 28, 2026
16	Accounting Partners SPA	Indirect evidence	Milan, ItalyHQ checked Sep 28, 2026	11-50	14 contacts →
	Indirect evidence “Accounting Partners è nata nel 2005 per offrire l’opportunità di esternalizzare tutte le attività amministrative, contabili e di back office.” Source: RevenueBase Database · checked Sep 28, 2026
17	Alfa SCF Società DI Consulenza Finanziaria SPA	Indirect evidence	Torino, ItalyHQ checked Sep 28, 2026	11-50	11 contacts →
	Indirect evidence “ALFA SCF è l’evoluzione del lavoro trentennale di ADB SpA e Lupotto & Partners, pionieri in Italia nella consulenza finanziaria indipendente e pianificazione patrimoniale.” Source: RevenueBase Database · checked Sep 28, 2026
18	Conformis In Finance SRL	Indirect evidence	Milano, ItalyHQ checked Sep 28, 2026	1-10	10 contacts →
	Indirect evidence “CONFORMIS IN FINANCE nasce da un gruppo di professionisti esperti nel settore del mercato finanziario per fornire servizi altamente specializzati.” Source: RevenueBase Database · checked Sep 28, 2026
19	Bp&a Bellavite Pellegrini & Associati	Partial evidence	Milano, ItalyHQ checked Sep 28, 2026	1-10	10 contacts →
	Partial evidence “ADVISORY AND FIDUCIARY MANAGEMENT: BP & A performs advising and monitoring functions on investments; assistance for real estate management.” Source: RevenueBase Database · checked Sep 28, 2026
20	Ambromobiliare S.P.A	Indirect evidence	Milan, ItalyHQ checked Sep 28, 2026	11-50	10 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
21	Gualtieri & Associati	Strong evidence	Milan, ItalyHQ checked Sep 28, 2026	11-50	9 contacts →
	Strong evidence “Gualtieri & Associati is a financial advisory firm providing banks, financial service providers and industrial conglomerates with financial consulting and corporate finance…” Source: RevenueBase Database · checked Sep 28, 2026
22	Soldiexpert SCF	Indirect evidence	Milan, ItalyHQ checked Sep 28, 2026	1-10	9 contacts →
	Indirect evidence “Fra i primi in Italia a offrire ai risparmiatori una consulenza non fintamente attiva e non in conflitto d'interessi.” Source: RevenueBase Database · checked Sep 28, 2026
23	Norisk SCF	Indirect evidence	Milano, ItalyHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “NORISK SCF Srl è una società attiva nell’analisi e nella consulenza finanziaria per investitori privati ed imprese a cui offre la sua expertise in modo professionale ed…” Source: RevenueBase Database · checked Sep 28, 2026
24	Panrhema SCF	Indirect evidence	Milan, ItalyHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Panrhema SCF è una Società di Consulenza Finanziaria Indipendente che opera nell’interesse esclusivo dei propri clienti privati e istituzionali.” Source: RevenueBase Database · checked Sep 28, 2026
25	Marfis Advisors	Indirect evidence	Sammichele Di Bari, ItalyHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect evidence “Siamo professionisti del mondo assicurativo e finanziario.” Source: RevenueBase Database · checked Sep 28, 2026

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: financial advisory outsourcing companies. 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 financial advisory outsourcing companies.
Partial evidence: Its own public description names part of financial advisory outsourcing companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisory outsourcing companies. 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 240 financial advisory outsourcing companies based in Italy

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Financial advisory outsourcing companies based in Italy at a glance

As of Sep 28, 2026

37.1%Verified-email coverage

12.9Average contacts per company

1-10Median size (employees)

12.9%Largest-city concentration · Milan

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

179

11-50

51-200

201-500

501-1,000

Email recency for this list is measured worldwide rather than for Italy, so it is reported there. Company counts and contact totals on this page are exact for Italy, over 240 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 advisory outsourcing companies, 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 Italy whose own description of what they do matches “financial advisory outsourcing companies”. 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 advisory outsourcing companies), 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 advisory outsourcing companies, and records with no verified work email. Companies headquartered outside Italy 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, 1,149 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.

Financial advisory outsourcing companies 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 financial advisory outsourcing companies, 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 advisory outsourcing companies are there based in Italy?

RevenueBase identified 240 financial advisory outsourcing companies headquartered in Italy 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?

Allianz Bank Financial Advisors, headquartered in Milano Mi, tops this list with the largest team on record.

Which city has the most financial advisory outsourcing companies?

Milan leads with 31 headquartered companies, followed by Milano (28) and Milano Mi (13).

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 1,149 verified decision-maker contacts tracked across these 240 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.