Company lists · Data refreshed September 2026
Top 25 Financial advisory outsourcing companies based in Madrid, Spain
RevenueBase identified 119 financial advisory outsourcing companies headquartered in Madrid, Spain as of September 2026 and tracks 2,421 professional contacts across them, including 145 with verified work emails. Across Spain, Madrid is the largest hub for this category.
This list covers financial advisory outsourcing companies headquartered in Madrid, Spain, 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.
The 25 largest financial advisory outsourcing companies based in Madrid, Spain
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 850 contacts → | ||||
Partial evidence “Nos especializamos en la externalización de servicios a entidades financieras y nos reinventamos continuamente en un mercado cada vez más competitivo para lograr lo más…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 173 contacts → | ||||
Partial evidence “Ahorro Corporación Financiera, S.A.U.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 104 contacts → | ||||
Indirect evidence “AXA Exclusiv nace con el objetivo de dar respuesta a los clientes más exigentes, aquellos que necesitan un asesoramiento patrimonial estable y continuado de la mano de un…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 61 contacts → | ||||
Partial evidence “Tomamos partido por ti" Nos dedicamos a la asesoría independiente y personalizada en inversiones, colaborando con entidades financieras de primer nivel.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 52 contacts → | ||||
Partial evidence “Inversimply es la empresa líder en planificación financiera en España, ofreciendo un asesoramiento 360º en todos los aspectos financieros.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 49 contacts → | ||||
Indirect evidence “Wealth Solutions, asesora a clientes de altos patrimonios tanto particulares como de instituciones (Fundaciones, ONG's, Sociedades de inversión, Single Family Offices, etc.) en…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 46 contacts → | ||||
Indirect evidence “Sabemos lo que para ti tiene valor.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 23 contacts → | ||||
Partial evidence “Welcome Asset Management es una firma de asesoramiento y gestión financiera que nace como una alternativa innovadora frente al entorno económico actual y las normativas del sector.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 14 contacts → | ||||
Strong evidence “New Momentum brings together a wide range of financial activities and is broken down into three different entities: Advisory, Investment and Training.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 13 contacts → | ||||
Partial evidence “En Atlas te ayudamos a tomar decisiones financieras con confianza y claridad.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 12 contacts → | ||||
Indirect evidence “ASESORÍA INTEGRAL DE EMPRESAS.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 11 contacts → | ||||
Strong evidence “En Owl Partners Wealth Advisors nos especializamos en inversiones financieras e inmobiliarias, consultoría y asesoramiento fiscal-legal.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 11 contacts → | ||||
Indirect evidence “Firma especializada en asesoramiento corporativo y estratégico a empresas, accionistas y directivos.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 8 contacts → | ||||
Partial evidence “Consilio Asesores Patrimoniales Independientes, EAF, registrada en la CNMV con el número 133, es una firma de asesoramiento financiero que trata de dar respuesta a una demanda…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 7 contacts → | ||||
Partial evidence “In Invexcel Patrimonio we advise families and institutions requiring savvy, bespoke and unbiased financial advice, with an entrepreneurial vision of wealth.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 7 contacts → | ||||
Indirect evidence “Diligo ayuda a profesionalizar compañías y a poner en orden sus operaciones y finanzas, preparándolas para captar inversión y seguir escalando.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 7 contacts → | ||||
Partial evidence “Investment & Advisory” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 6 contacts → | ||||
Partial evidence “Carlac Capital is a firm specialized in providing personalized and high added value financial advice services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 contacts → | ||||
Partial evidence “Asesoramiento financiero a empresas en la búsqueda de financiación y capital.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Strong evidence “WindRose is the best ally to cover punctual or periodic needs of financial valuation, financial modeling and M&A advisory.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Partial evidence “CIMA CAPITAL es un grupo empresarial creado en 1998 que desarrolla su experiencia en gestión, análisis y asesoramiento financiero a través de dos líneas de actividad: Asesor…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Partial evidence “Empresa de asesoramiento financiero dedicada a particulares, familias, y empresas.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Partial evidence “Dorsal Capital Advisors is an independent advisory firm with a focus in providing innovative, unbiased, and tailor-made solutions to investments and capital raising projects.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Partial evidence “Water Green Finance Consulting is an International Financial Service provider that, offers high wealth individuals, entities and investment funds services such as - Accounting -…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence “Inverdif nace de nuestra pasión por invertir.” Source: RevenueBase Database · checked Sep 28, 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: 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 119 financial advisory outsourcing companies based in Madrid, Spain
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Financial advisory outsourcing companies based in Madrid, Spain at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole Spain list rather than for Madrid, so it is reported there. Company counts and contact totals on this page are exact for Madrid, over 119 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 Madrid, Spain 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 Madrid 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, 145 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 in Spain
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 Madrid, Spain?
RevenueBase identified 119 financial advisory outsourcing companies headquartered in Madrid, Spain 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?
Cibergestión, headquartered in Madrid, tops this list with the largest team on record.
Which city in Spain has the most financial advisory outsourcing companies?
Madrid leads Spain with 119 headquartered companies, followed by Barcelona (59) and Malaga (11).
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 145 verified decision-maker contacts tracked across these 119 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.
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