Company lists · Data refreshed September 2026

Top 25 Financial advisory outsourcing companies based in Mexico

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 370 companies tracked

RevenueBase identified 370 financial advisory outsourcing companies headquartered in Mexico as of September 2026 and tracks 5,927 professional contacts across them, including 159 with verified work emails. Ciudad De Mexico is the largest hub.

This list covers financial advisory outsourcing companies headquartered in Mexico, 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

370Companies

5,927Contacts tracked

159Verified emails

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The 25 largest financial advisory outsourcing companies based in Mexico

Ranked by team size

Top 25 of 370 financial advisory outsourcing companies based in Mexico, 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	Inbursa Grupo Financiero, S.A. DE C.V	Partial evidence	León, MexicoHQ checked Sep 28, 2026	10001+	3,906 contacts →
	Partial evidence “En Grupo Financiero Inbursa estamos comprometidos con México, somos un Grupo Financiero que integra el mejor capital humano para cuidar y hacer crecer de la manera más eficaz el…” Source: RevenueBase Database · checked Sep 28, 2026
2	Proyecta TU Futuro	Partial evidence	Lomas De San Luis Sur, MexicoHQ checked Sep 28, 2026	11-50	101 contacts →
	Partial evidence “Proyecta Tu Futuro es una empresa 100% potosina de asesoría financiera personal.” Source: RevenueBase Database · checked Sep 28, 2026
3	International Advisor LTD	Strong evidence	Polanco, MexicoHQ checked Sep 28, 2026	11-50	93 contacts →
	Strong evidence “International Advisors is an independant firm of International Financial Advisors.” Source: RevenueBase Database · checked Sep 28, 2026
4	Grupo Unicco	Partial evidence	Ciudad De México, MexicoHQ checked Sep 28, 2026	201-500	76 contacts →
	Partial evidence “Grupo Unicco está conformado por 3 empresas que buscan satisfacer las necesidades de clientes con perfiles diferentes que requieren diversos esquemas financieros que apoyen sus…” Source: RevenueBase Database · checked Sep 28, 2026
5	COVAF	Partial evidence	Cuauhtémoc, MexicoHQ checked Sep 28, 2026	51-200	65 contacts →
	Partial evidence “COVAF, un servicio de Outsourcing, Valuación, Administración, Contabilidad y Generación de Reportes de Riesgo para los Portafolios de Inversión.” Source: RevenueBase Database · checked Sep 28, 2026
6	MG Capital Asesores, S.A. DE C.V., Asesores EN Inversiones Independientes	Partial evidence	San Pedro Garza García, MexicoHQ checked Sep 28, 2026	51-200	61 contacts →
	Partial evidence “Desde 1995, nos dedicamos a dar un servicio altamente personalizado direccionado a dar soluciones financieras a través de la implementación de estrategias que contribuyan en la…” Source: RevenueBase Database · checked Sep 28, 2026
7	Siconta	Partial evidence	México, MexicoHQ checked Sep 28, 2026	11-50	34 contacts →
	Partial evidence “Brindamos un servicio fiscal y financiero.” Source: RevenueBase Database · checked Sep 28, 2026
8	Eqqus Wealth Management	Partial evidence	Zapopan, MexicoHQ checked Sep 28, 2026	1-10	25 contacts →
	Partial evidence “En EQQUS, tenemos la misión de descubrir y resolver las necesidades financieras de nuestros clientes.” Source: RevenueBase Database · checked Sep 28, 2026
9	Accuantia Consultoría Financiera Y Fiscal	Strong evidence	Cuauhtémoc, MexicoHQ checked Sep 28, 2026	1-10	24 contacts →
	Strong evidence “To be facilitators and advisors of clients -national and foreign- to obtain their financial, fiscal and accounting health, generating in the process, value for shareholders…” Source: RevenueBase Database · checked Sep 28, 2026
10	Aptia Bienestar Financiero	Partial evidence	México, MexicoHQ checked Sep 28, 2026	11-50	20 contacts →
	Partial evidence “Despacho de asesoría e intermediación financiera, que ofrece a empresas y personas físicas soluciones sobre seguros, inversión y estrategias de retiro.” Source: RevenueBase Database · checked Sep 28, 2026
11	Realigo	Partial evidence	San Pedro Garza Garcia, MexicoHQ checked Sep 28, 2026	11-50	17 contacts →
	Partial evidence “Realigo es una firma de asesores profesionales, especializada en consultoría financiera y patrimonial para personas físicas y morales.” Source: RevenueBase Database · checked Sep 28, 2026
12	Holistic Advisors	Strong evidence	Monterrey, MexicoHQ checked Sep 28, 2026	11-50	11 contacts →
	Strong evidence “Founded in 2023, Holistic Advisors is a wealth management advisory firm, which solves your financial needs through a broad portfolio of investment alternatives.” Source: RevenueBase Database · checked Sep 28, 2026
13	Mapeg Consultores	Partial evidence	Miguel Hidalgo, MexicoHQ checked Sep 28, 2026	11-50	11 contacts →
	Partial evidence “MAPEG CONSULTORES es socio comercial de Prudential Seguros México, y nos especializamos en consultoría de análisis financiero individual para protección familiar.” Source: RevenueBase Database · checked Sep 28, 2026
14	WLT Partners	Indirect evidence	Miguel Hidalgo, MexicoHQ checked Sep 28, 2026	1-10	10 contacts →
	Indirect evidence “El principal objetivo de WLT Partners es entender las necesidades de nuestros clientes.” Source: RevenueBase Database · checked Sep 28, 2026
15	Buhox W	Partial evidence	Monterrey, MexicoHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “Asesores en Inversiones \| Para los individuos o familias que busquen una inversión para el largo plazo y un acompañamiento en las decisiones financieras más importantes” Source: RevenueBase Database · checked Sep 28, 2026
16	Orsus Asesoría Patrimonial	Partial evidence	Ciudad De México, MexicoHQ checked Sep 28, 2026	11-50	8 contacts →
	Partial evidence “Orsus Asesoría Patrimonial es una firma de consultoría financiera y patrimonial con más de 13 de años de experiencia.” Source: RevenueBase Database · checked Sep 28, 2026
17	VYM Asesores Financieros	Partial evidence	Cuauhtémoc, MexicoHQ checked Sep 28, 2026	11-50	8 contacts →
	Partial evidence “En VYM Asesores Financieros nos hemos distinguido dentro del sector asegurador como una empresa innovadora y vanguardista.” Source: RevenueBase Database · checked Sep 28, 2026
18	Atman Financial Consultancy	Indirect evidence	Mexico D.f, MexicoHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “From Estate planning to Life Insurance, Retirement options or Private Banking, we are here to help.” Source: RevenueBase Database · checked Sep 28, 2026
19	neek.mx	Indirect evidence	Monterrey, MexicoHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “Neek es un servicio de asesoría especializada en finanzas personales, buscando crear un estilo de vida que te permita lograr metas a largo plazo, aprovechando los beneficios de…” Source: RevenueBase Database · checked Sep 28, 2026
20	Grupo Mtzb	Indirect evidence	Naucalpan, MexicoHQ checked Sep 28, 2026	201-500	6 contacts →
	Indirect evidence “Hands on investment firm” Source: RevenueBase Database · checked Sep 28, 2026
21	Private Capital México	Strong evidence	MexicoHQ checked Sep 28, 2026	1-10	6 contacts →
	Strong evidence “Private Capital Management SAPI de CV (Private Capital) is a Financial Advisory based in Mexico City.” Source: RevenueBase Database · checked Sep 28, 2026
22	R2 Responsible Research	Strong evidence	Álvaro Obregón, MexicoHQ checked Sep 28, 2026	11-50	5 contacts →
	Strong evidence “Founded in México in 2016 by experienced professionals, R^2 Responsible Research specializes in providing financial advisory, valuation services, investor relations advisory as…” Source: RevenueBase Database · checked Sep 28, 2026
23	Infinance Goro Asesoría Financiera	Partial evidence	Roma Norte, MexicoHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “Somos una empresa con amplia experiencia en la intermediación financiera.” Source: RevenueBase Database · checked Sep 28, 2026
24	Vidaplan	Partial evidence	Granada, MexicoHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “Vida Plan is a consulting firm that offers an integral financial planning diagnosis specially designed to meet client´s needs.” Source: RevenueBase Database · checked Sep 28, 2026
25	Aurum Asesores	Partial evidence	Miguel Hidalgo, MexicoHQ checked Sep 28, 2026	11-50	4 contacts →
	Partial evidence “Somos una firma de asesores patrimoniales especializada en diseñar estrategias financieras que generan protección, crecimiento y tranquilidad a largo plazo.” 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 370 financial advisory outsourcing companies based in Mexico

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Financial advisory outsourcing companies based in Mexico at a glance

As of Sep 28, 2026

2.7%Verified-email coverage

16.0Average contacts per company

1-10Median size (employees)

15.7%Largest-city concentration · Ciudad De Mexico

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

228

11-50

105

51-200

201-500

501-1,000

10001+

Email recency for this list is measured worldwide rather than for Mexico, so it is reported there. Company counts and contact totals on this page are exact for Mexico, over 370 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 Mexico 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 Mexico 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, 159 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.

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 Mexico?

RevenueBase identified 370 financial advisory outsourcing companies headquartered in Mexico 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?

Inbursa Grupo Financiero, S.A. DE C.V, headquartered in Leon, tops this list with the largest team on record.

Which city has the most financial advisory outsourcing companies?

Ciudad De Mexico leads with 58 headquartered companies, followed by Cdmx (21) and Mexico City (21).

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 159 verified decision-maker contacts tracked across these 370 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.