Company lists · Data refreshed September 2026
Top 25 Financial advisory platforms based in Chile
RevenueBase identified 94 company matches for financial advisory platforms associated with 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 company matches for financial advisory platforms associated with Chile, 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.
The 25 largest financial advisory platforms based in Chile
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 119 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 69 contacts → | ||||
Exact match “El 2019 creamos SHERPA WMC con el propósito de brindar las herramientas necesarias a los Asesores Financieros Independientes.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 58 contacts → | ||||
Exact match “Te ayudamos a organizar tus finanzas personales para que puedas reducir tu carga financiera y cumplir tus metas.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 44 contacts → | ||||
Exact match “Concreces es una empresa del grupo Ecomac, el cual tiene más de 50 años de trayectoria en el mercado inmobiliario y financiero de Chile.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 38 contacts → | ||||
Exact match “SARTOR Investments is an independent financial advisory firm focused on high net worth clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 36 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 31 contacts → | ||||
Exact match “Listo para operar con un broker diseñado para traders modernos?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 27 contacts → | ||||
Exact match “Dar el salto tecnológico nunca fue tan fácil.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 26 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 23 contacts → | ||||
Exact match “Vision nace en 1996 en Santiago, Chile, con el propósito de ofrecer asesoría financiera a clientes de altos patrimonios y distribución institucional.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 22 contacts → | ||||
Exact match “We are expert Investors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 19 contacts → | ||||
Exact match “Invertir es tan fácil como ahorrar.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 13 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 10 contacts → | ||||
Exact match “Holdo es la primera plataforma chilena que te entrega una asesoría profesional con inteligencia artificial.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 9 contacts → | ||||
Exact match “International Financial Planners & Investment Advisors EBG International are independent financial planners providing high quality, regulated financial advice to both local…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 9 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “En Aurea Group nos ocupamos de la gestión patrimonial de nuestros clientes, brindando soluciones integrales, a medida y con visión prospectiva.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “Hedgestone Financial is a leading private financial advisory firm providing specialized services to Asset Managers, Private Bankers, Brokerages and Independent Financial Advisors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “La plataforma de educación financiera para potenciar al máximo tu finanzas personales.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “Somos Finfit, una consultora financiera especializada en fortalecer la salud financiera de personas, pymes y empresas.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “Somos una Agencia de Asesoría de Inversiones, registrada CMF.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “Empresa RENTTO es una empresa de asesoría financiera especializada en Administración de Patrimonios.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “financial advisory platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 94 financial advisory platforms based in Chile
See the full list, filter by size, metro and specialty, and access 141 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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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
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 Chile whose business descriptions match “financial advisory platforms” 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 141 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 platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial advisory platforms are there based in Chile?
RevenueBase identified 94 company matches for financial advisory platforms associated with Chile 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?
Banco Penta tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial advisory platforms?
Santiago leads with 32 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 141 professional contacts with verified work emails tracked across these 94 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.
Ready to reach these companies? Verified emails and direct dials for all 94 financial advisory platforms based in Chile. Start with a free account, no credit card.
Download this list →Related lists
Financial advisory platforms by geography
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Browse the directory
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial advisory platforms based in Buenos Aires, Argentina
- Financial advisory platforms based in Adelaide, Australia
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- Financial advisory platforms based in Melbourne, Australia
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Company intelligence · public preview
Top 25 financial advisory platforms based in Chile
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 94 matching company records for financial advisory platforms based in Chile, with 868 tracked contacts and 141 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial advisory platforms based in Chile
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Banco Pentabancopenta.clHQ: Santiago, ChileReported employees: 201-500 | Santiago, Chile | 201-500 | Exact match | 119 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | LAKPAlakpa.lat HQ: Vitacura, ChileReported employees: 11-50 | Vitacura, Chile | 11-50 | Exact match | 69 contacts → |
“El 2019 creamos SHERPA WMC con el propósito de brindar las herramientas necesarias a los Asesores Financieros Independientes.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Patrimorepatrimore.com HQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 58 contacts → |
“Te ayudamos a organizar tus finanzas personales para que puedas reducir tu carga financiera y cumplir tus metas.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Servicios Financieros Concrecesconcreces.clHQ: Santiago, ChileReported employees: 201-500 | Santiago, Chile | 201-500 | Exact match | 44 contacts → |
“Concreces es una empresa del grupo Ecomac, el cual tiene más de 50 años de trayectoria en el mercado inmobiliario y financiero de Chile.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Sartor Investmentssartor.clHQ: Las Condes, ChileReported employees: 51-200 | Las Condes, Chile | 51-200 | Exact match | 38 contacts → |
“SARTOR Investments is an independent financial advisory firm focused on high net worth clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Riskamerica SPAriskamerica.comHQ: Providencia, ChileReported employees: 11-50 | Providencia, Chile | 11-50 | Exact match | 36 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | BEFXmundobefx.com HQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 31 contacts → |
“Listo para operar con un broker diseñado para traders modernos?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Altafidaltafid.comHQ: Santiago, ChileReported employees: 51-200 | Santiago, Chile | 51-200 | Exact match | 27 contacts → |
“Dar el salto tecnológico nunca fue tan fácil.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Betterplanbetterplan.clHQ: Las Condes, ChileReported employees: 11-50 | Las Condes, Chile | 11-50 | Exact match | 26 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Vision Wealth Managementvision.clHQ: Vitacura, ChileReported employees: 11-50 | Vitacura, Chile | 11-50 | Exact match | 23 contacts → |
“Vision nace en 1996 en Santiago, Chile, con el propósito de ofrecer asesoría financiera a clientes de altos patrimonios y distribución institucional.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Paragon Private Advisorsparagonadvisors.clHQ: Vitacura, ChileReported employees: 11-50 | Vitacura, Chile | 11-50 | Exact match | 22 contacts → |
“We are expert Investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  FOLfol.clHQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 19 contacts → |
“Invertir es tan fácil como ahorrar.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Fintree Financial Servicesfintree.clHQ: Santiago, ChileReported employees: 1-10 | Santiago, Chile | 1-10 | Exact match | 13 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  HOLDOholdo.clHQ: Las Condes, ChileReported employees: 1-10 | Las Condes, Chile | 1-10 | Exact match | 10 contacts → |
“Holdo es la primera plataforma chilena que te entrega una asesoría profesional con inteligencia artificial.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | EBG Internationalebginternational.com HQ: Las Condes, ChileReported employees: 1-10 | Las Condes, Chile | 1-10 | Exact match | 9 contacts → |
“International Financial Planners & Investment Advisors EBG International are independent financial planners providing high quality, regulated financial advice to both local…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Mywaccmywacc.comHQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Aurea Group Chileaureagroup.clHQ: Vitacura, ChileReported employees: 11-50 | Vitacura, Chile | 11-50 | Exact match | 7 contacts → |
“En Aurea Group nos ocupamos de la gestión patrimonial de nuestros clientes, brindando soluciones integrales, a medida y con visión prospectiva.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Alianza S.Aalianza.com.co HQ: Calama, ChileReported employees: 1-10 | Calama, Chile | 1-10 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 |  Hedgestone Financialhedgestonefinancial.comHQ: Santiago, ChileReported employees: 51-200 | Santiago, Chile | 51-200 | Exact match | 6 contacts → |
“Hedgestone Financial is a leading private financial advisory firm providing specialized services to Asset Managers, Private Bankers, Brokerages and Independent Financial Advisors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | FINUPfinup.cl HQ: Santiago, ChileReported employees: 1-10 | Santiago, Chile | 1-10 | Exact match | 5 contacts → |
“La plataforma de educación financiera para potenciar al máximo tu finanzas personales.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  finfit.clfinfit.clHQ: Santiago, ChileReported employees: 1-10 | Santiago, Chile | 1-10 | Exact match | 5 contacts → |
“Somos Finfit, una consultora financiera especializada en fortalecer la salud financiera de personas, pymes y empresas.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Rekval Inversionesrekval.comHQ: Viña Del Mar, ChileReported employees: 1-10 | Viña Del Mar, Chile | 1-10 | Exact match | 5 contacts → |
“Somos una Agencia de Asesoría de Inversiones, registrada CMF.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Grupo Inversióngrupoinversion.clHQ: Las Condes, ChileReported employees: 1-10 | Las Condes, Chile | 1-10 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Finance BPfinancebp.com HQ: Santiago, ChileReported employees: 1-10 | Santiago, Chile | 1-10 | Exact match | 4 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Rentto Financial Managementrentto.clHQ: Santiago, ChileReported employees: 1-10 | Santiago, Chile | 1-10 | Exact match | 3 contacts → |
“Empresa RENTTO es una empresa de asesoría financiera especializada en Administración de Patrimonios.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 94 company matches
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Financial advisory platforms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
94 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial advisory platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial advisory platforms did RevenueBase find based in Chile?
The saved snapshot records 94 matching company records, 868 tracked contacts and 141 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial advisory platforms by geography
- Financial advisory platforms based in Buenos Aires, Argentina
- Financial advisory platforms based in Adelaide, Australia
- Financial advisory platforms based in Brisbane, Australia
- Financial advisory platforms based in Melbourne, Australia
- Financial advisory platforms based in North Sydney, Australia
- Financial advisory platforms based in Perth, Australia
- Financial advisory platforms based in Sydney, Australia
- Financial advisory platforms based in Belo Horizonte, Brazil
- Financial advisory platforms based in Curitiba, Brazil
- Financial advisory platforms based in Porto Alegre, Brazil
- Financial advisory platforms based in Rio De Janeiro, Brazil
- Financial advisory platforms based in Sao Paulo, Brazil
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 financial advisory platforms based in Chile. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-advisory-platforms/chile.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial advisory platforms based in Buenos Aires, Argentina
- Financial advisory platforms based in Adelaide, Australia
- Financial advisory platforms based in Brisbane, Australia
- Financial advisory platforms based in Melbourne, Australia
- Financial advisory platforms based in North Sydney, Australia
- Financial advisory platforms based in Perth, Australia
Company intelligence · public preview
Top 25 financial advisory platforms based in Chile
RevenueBase records 94 matching company records for financial advisory platforms based in Chile, with 868 tracked contacts and 141 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial advisory platforms based in Chile
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Banco Pentabancopenta.cl HQ: Santiago, ChileReported employees: 201-500 | Santiago, Chile | 201-500 | Exact match | 119 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | LAKPAlakpa.lat HQ: Vitacura, ChileReported employees: 11-50 | Vitacura, Chile | 11-50 | Exact match | 69 contacts → |
“El 2019 creamos SHERPA WMC con el propósito de brindar las herramientas necesarias a los Asesores Financieros Independientes.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Patrimorepatrimore.com HQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 58 contacts → |
“Te ayudamos a organizar tus finanzas personales para que puedas reducir tu carga financiera y cumplir tus metas.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Servicios Financieros Concrecesconcreces.cl HQ: Santiago, ChileReported employees: 201-500 | Santiago, Chile | 201-500 | Exact match | 44 contacts → |
“Concreces es una empresa del grupo Ecomac, el cual tiene más de 50 años de trayectoria en el mercado inmobiliario y financiero de Chile.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Sartor Investmentssartor.cl HQ: Las Condes, ChileReported employees: 51-200 | Las Condes, Chile | 51-200 | Exact match | 38 contacts → |
“SARTOR Investments is an independent financial advisory firm focused on high net worth clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Riskamerica SPAriskamerica.com HQ: Providencia, ChileReported employees: 11-50 | Providencia, Chile | 11-50 | Exact match | 36 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | BEFXmundobefx.com HQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 31 contacts → |
“Listo para operar con un broker diseñado para traders modernos?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Altafidaltafid.com HQ: Santiago, ChileReported employees: 51-200 | Santiago, Chile | 51-200 | Exact match | 27 contacts → |
“Dar el salto tecnológico nunca fue tan fácil.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Betterplanbetterplan.cl HQ: Las Condes, ChileReported employees: 11-50 | Las Condes, Chile | 11-50 | Exact match | 26 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Vision Wealth Managementvision.cl HQ: Vitacura, ChileReported employees: 11-50 | Vitacura, Chile | 11-50 | Exact match | 23 contacts → |
“Vision nace en 1996 en Santiago, Chile, con el propósito de ofrecer asesoría financiera a clientes de altos patrimonios y distribución institucional.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Paragon Private Advisorsparagonadvisors.cl HQ: Vitacura, ChileReported employees: 11-50 | Vitacura, Chile | 11-50 | Exact match | 22 contacts → |
“We are expert Investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | FOLfol.cl HQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 19 contacts → |
“Invertir es tan fácil como ahorrar.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Fintree Financial Servicesfintree.cl HQ: Santiago, ChileReported employees: 1-10 | Santiago, Chile | 1-10 | Exact match | 13 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HOLDOholdo.cl HQ: Las Condes, ChileReported employees: 1-10 | Las Condes, Chile | 1-10 | Exact match | 10 contacts → |
“Holdo es la primera plataforma chilena que te entrega una asesoría profesional con inteligencia artificial.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | EBG Internationalebginternational.com HQ: Las Condes, ChileReported employees: 1-10 | Las Condes, Chile | 1-10 | Exact match | 9 contacts → |
“International Financial Planners & Investment Advisors EBG International are independent financial planners providing high quality, regulated financial advice to both local…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Mywaccmywacc.com HQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Aurea Group Chileaureagroup.cl HQ: Vitacura, ChileReported employees: 11-50 | Vitacura, Chile | 11-50 | Exact match | 7 contacts → |
“En Aurea Group nos ocupamos de la gestión patrimonial de nuestros clientes, brindando soluciones integrales, a medida y con visión prospectiva.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Alianza S.Aalianza.com.co HQ: Calama, ChileReported employees: 1-10 | Calama, Chile | 1-10 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 | Hedgestone Financialhedgestonefinancial.com HQ: Santiago, ChileReported employees: 51-200 | Santiago, Chile | 51-200 | Exact match | 6 contacts → |
“Hedgestone Financial is a leading private financial advisory firm providing specialized services to Asset Managers, Private Bankers, Brokerages and Independent Financial Advisors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | FINUPfinup.cl HQ: Santiago, ChileReported employees: 1-10 | Santiago, Chile | 1-10 | Exact match | 5 contacts → |
“La plataforma de educación financiera para potenciar al máximo tu finanzas personales.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | finfit.clfinfit.cl HQ: Santiago, ChileReported employees: 1-10 | Santiago, Chile | 1-10 | Exact match | 5 contacts → |
“Somos Finfit, una consultora financiera especializada en fortalecer la salud financiera de personas, pymes y empresas.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Rekval Inversionesrekval.com HQ: Viña Del Mar, ChileReported employees: 1-10 | Viña Del Mar, Chile | 1-10 | Exact match | 5 contacts → |
“Somos una Agencia de Asesoría de Inversiones, registrada CMF.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Grupo Inversióngrupoinversion.cl HQ: Las Condes, ChileReported employees: 1-10 | Las Condes, Chile | 1-10 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Finance BPfinancebp.com HQ: Santiago, ChileReported employees: 1-10 | Santiago, Chile | 1-10 | Exact match | 4 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Rentto Financial Managementrentto.cl HQ: Santiago, ChileReported employees: 1-10 | Santiago, Chile | 1-10 | Exact match | 3 contacts → |
“Empresa RENTTO es una empresa de asesoría financiera especializada en Administración de Patrimonios.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 94 company matches
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Financial advisory platforms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
94 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial advisory platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial advisory platforms did RevenueBase find based in Chile?
The saved snapshot records 94 matching company records, 868 tracked contacts and 141 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 financial advisory platforms based in Chile. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-advisory-platforms/chile.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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