Company lists · Data refreshed September 2026
Top 25 Financial advisory platforms based in Chile
RevenueBase identified 94 financial advisory platforms headquartered in Chile as of September 2026 and tracks 868 professional contacts across them, including 141 with verified work emails. Santiago is the largest hub.
This list covers financial advisory platforms 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 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 platforms based in Chile
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 119 contacts → | ||||
Indirect evidence “Banco Penta, que es parte del Grupo Penta, introduce en Chile la calidad de asesoría, variedad de productos y nivel de servicio que en el ámbito de la inversión y el ahorro son…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 69 contacts → | ||||
Partial evidence “El 2019 creamos SHERPA WMC con el propósito de brindar las herramientas necesarias a los Asesores Financieros Independientes.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 58 contacts → | ||||
Partial evidence “Te ayudamos a organizar tus finanzas personales para que puedas reducir tu carga financiera y cumplir tus metas.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 44 contacts → | ||||
Partial evidence “Concreces es una empresa del grupo Ecomac, el cual tiene más de 50 años de trayectoria en el mercado inmobiliario y financiero de Chile.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 38 contacts → | ||||
Strong evidence “SARTOR Investments is an independent financial advisory firm focused on high net worth clients.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 36 contacts → | ||||
Partial evidence “RiskAmerica pone a disposición un amplio conjunto de servicios on-line de información e ingeniería financiera, enfocados a satisfacer las necesidades del mercado y proveer…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 31 contacts → | ||||
Indirect evidence “Listo para operar con un broker diseñado para traders modernos?” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 27 contacts → | ||||
Indirect evidence “Dar el salto tecnológico nunca fue tan fácil.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 26 contacts → | ||||
Partial evidence “Betterplan es una plataforma de Wealth Management Independiente que te da acceso a asesores financieros expertos que te recomendarán las mejores opciones para optimizar tu…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 23 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 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 22 contacts → | ||||
Indirect evidence “We are expert Investors.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 19 contacts → | ||||
Indirect evidence “Invertir es tan fácil como ahorrar.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 13 contacts → | ||||
Partial evidence “Fintree Financial Services es una wealthtech con +14 años de experiencia especializada en brindar una solución integral a ejecutivos en la industria de wealth management.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 10 contacts → | ||||
Indirect evidence “Holdo es la primera plataforma chilena que te entrega una asesoría profesional con inteligencia artificial.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 9 contacts → | ||||
Strong evidence “International Financial Planners & Investment Advisors EBG International are independent financial planners providing high quality, regulated financial advice to both local…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 9 contacts → | ||||
Partial evidence “We are a fintech that offers analysis & valuation services to provide start-ups, small businesses and institutions with accurate, reliable, and affordable financial data and…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 7 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 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 7 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 6 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 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 5 contacts → | ||||
Partial evidence “La plataforma de educación financiera para potenciar al máximo tu finanzas personales.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 5 contacts → | ||||
Partial evidence “Somos Finfit, una consultora financiera especializada en fortalecer la salud financiera de personas, pymes y empresas.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 5 contacts → | ||||
Indirect evidence “Somos una Agencia de Asesoría de Inversiones, registrada CMF.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 5 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 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 4 contacts → | ||||
Indirect evidence “Finance BP ayuda a sus clientes a obtener resultados de alto desempeño, mediante el uso de herramientas tecnológicas de clase mundial y las técnicas más efectivas de la industria.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 contacts → | ||||
Partial evidence “Empresa RENTTO es una empresa de asesoría financiera especializada en Administración de Patrimonios.” 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 platforms. 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 platforms.
- Partial evidence
- Its own public description names part of financial advisory platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial advisory platforms. 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 94 financial advisory platforms based in Chile
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Financial advisory platforms based in Chile at a glance
As of Sep 28, 2026Companies by employee count
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 94 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 platforms, 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 advisory platforms”. 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 platforms), 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 platforms, 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, 141 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 platforms, 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 platforms are there based in Chile?
RevenueBase identified 94 financial advisory platforms 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?
Banco Penta, headquartered in Chile, tops this list with the largest team on record.
Which city has the most financial advisory platforms?
Santiago leads with 32 headquartered companies, followed by Las Condes (19) and Las Condes Santiago (6).
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 141 verified decision-maker contacts tracked across these 94 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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