Company lists · Data refreshed September 2026
Top 25 Financial planning companies based in Italy
RevenueBase identified 140 company matches for financial planning companies associated with Italy as of September 2026 and tracks 963 professional contacts across them, including 434 with verified work emails. Milan is the largest hub.
This list covers company matches for financial planning companies associated with Italy, 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 19, 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 planning companies based in Italy
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 258 contacts → | ||||
Exact match “Financial Planners Network - Multibrand in Finance, Insurance and Credit.We help people to deal with various personal financial issues through proper planning, advising clients on…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 101 contacts → | ||||
Exact match “Asfalia è una società formata da professionisti con anni di esperienza e competenze specifiche nei settori finanziario e assicurativo.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 68 contacts → | ||||
Exact match “Valori & Finanza nasce da un sogno, il sogno di portare libertà, indipendenza e professionalità etica nel mondo della finanza.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 48 contacts → | ||||
Exact match “deVere Italia S.r.l.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 33 contacts → | ||||
Exact match “Gamma Capital Markets Succursale italiana è formata da un team di professionisti appassionati e metodici nel ricercare le migliori soluzioni di investimento.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 18 contacts → | ||||
Exact match “Adhoc SCF è una società di consulenza finanziaria indipendente iscritta all'Albo specializzata nella prestazione su base indipendente (in totale assenza di conflitto d’interessi)…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 17 contacts → | ||||
Exact match “IFA Consulting è società di consulenza finanziaria indipendente, iscritta nell Albo professionale tenuto e vigilato presso l’ Organismo dei Consulenti Finanziari istituto a…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 15 contacts → | ||||
Exact match “Marzotto Sim è autorizzata ad offre servizi di-Negoziazione per conto proprio (Delibera n.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 12 contacts → | ||||
Exact match “Mission: We help people build, manage and protect their wealth by providing them with the tools and information they need to make informed financial decisions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 11 contacts → | ||||
Exact match “ALFA SCF è l’evoluzione del lavoro trentennale di ADB SpA e Lupotto & Partners, pionieri in Italia nella consulenza finanziaria indipendente e pianificazione patrimoniale.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 11 contacts → | ||||
Exact match “A DYNAMIC AND INNOVATIVE MANAGER WITH AN ACTIVE APPROACH TO INVESTMENT FGN Consulting is a solid financial services provider based in Milan, London and Rome.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “Fra i primi in Italia a offrire ai risparmiatori una consulenza non fintamente attiva e non in conflitto d'interessi.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 8 contacts → | ||||
Exact match “Best Planners ti offre servizi di consulenza finanziaria indipendente: l’unica consulenza finanziaria erogata in assenza di conflitto di interessi, grazie alla totale indipendenza…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “Veneris Family Office è una società di consulenza finanziaria che, a differenza di banche ed altri intermediari finanziari (banche – promotori finanziari – private banker – agenti…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 7 contacts → | ||||
Exact match “Panrhema SCF è una Società di Consulenza Finanziaria Indipendente che opera nell’interesse esclusivo dei propri clienti privati e istituzionali.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “Siamo professionisti del mondo assicurativo e finanziario.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 6 contacts → | ||||
Exact match “Meridian è una società di consulenza finanziaria indipendente – iscritta nella sezione delle Società di Consulenza Finanziaria dell’Albo Unico dei consulenti Finanziari.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “Garnell nasce nel 2004 dall’incontro di partner uniti da una visione comune e i cui diversi background si fondono in una speciale combinazione di competenze, esperienza e…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “Società di Consulenza Finanziaria Indipendente dal 2006 Attività di “pianificazione finanziaria economica patrimoniale personale ed aziendale”, il che consiste essenzialmente…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “Consulenza Finanziaria Indipendente per Privati e Aziende.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “1987 als Anlageberatung ins Leben gerufen, vertrauen heute zahlreiche Kunden, aus dem Schlerngebiet und weit darüber hinaus, auf unsere kompetente und persönliche Beratung in den…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “We provide sensible and intelligent financial planning solutions for International Expatriates.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “Aiutiamo le persone ad individuare soluzioni personalizzate di investimento tramite- analisi di serie storiche- utilizzo di modelli statistici avanzati- scrupolosa profilazione…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “Siamo un team di CONSULENTI FINANZIARI INDIPENDENTI da banche e istituzioni finanziarie.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “Siamo un team di consulenti finanziari indipendenti impegnati a lavorare esclusivamente per il tuo interesse, senza vincoli con banche o con società di gestione.” Recorded in the RevenueBase company graph · Sep 19, 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 planning companies”. 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 140 financial planning companies based in Italy
See the full list, filter by size, metro and specialty, and access 434 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial planning companies based in Italy at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Italy, so it is reported there. Company counts and contact totals on this page are exact for Italy, over 140 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 Italy whose business descriptions match “financial planning companies” 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 434 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 19, 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 planning companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning companies are there based in Italy?
RevenueBase identified 140 company matches for financial planning companies associated with Italy 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?
Consultinvest Investimenti SIM SPA tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial planning companies?
Milan leads with 30 company records, followed by Treviso (7) and Turin (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 434 professional contacts with verified work emails tracked across these 140 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 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 140 financial planning companies based in Italy. Start with a free account, no credit card.
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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 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.
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Company intelligence · public preview
Top 25 financial planning companies based in Italy
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 140 matching company records for financial planning companies based in Italy, with 963 tracked contacts and 434 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 19, 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 planning companies based in Italy
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 |  Consultinvest Investimenti SIM SPAconsultinvest.itHQ: Modena, ItalyReported employees: 51-200 | Modena, Italy | 51-200 | Exact match | 258 contacts → |
“Financial Planners Network - Multibrand in Finance, Insurance and Credit.We help people to deal with various personal financial issues through proper planning, advising clients on…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Asfaliaasfalia.itHQ: Saronno, ItalyReported employees: 11-50 | Saronno, Italy | 11-50 | Exact match | 101 contacts → |
“Asfalia è una società formata da professionisti con anni di esperienza e competenze specifiche nei settori finanziario e assicurativo.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Valori & Finanza Investimenti SIM S.P.Avaloriefinanza.euHQ: Udine, ItalyReported employees: 51-200 | Udine, Italy | 51-200 | Exact match | 68 contacts → |
“Valori & Finanza nasce da un sogno, il sogno di portare libertà, indipendenza e professionalità etica nel mondo della finanza.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Devere Italiadevere-italia.itHQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 48 contacts → |
“deVere Italia S.r.l.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Gamma Capital Markets Succursale Italianagammamarkets.itHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 33 contacts → |
“Gamma Capital Markets Succursale italiana è formata da un team di professionisti appassionati e metodici nel ricercare le migliori soluzioni di investimento.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Adhoc SCFadhocscf.comHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 18 contacts → |
“Adhoc SCF è una società di consulenza finanziaria indipendente iscritta all'Albo specializzata nella prestazione su base indipendente (in totale assenza di conflitto d’interessi)…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  IFA Consulting SCFifaconsulting.itHQ: Verona, ItalyReported employees: 11-50 | Verona, Italy | 11-50 | Exact match | 17 contacts → |
“IFA Consulting è società di consulenza finanziaria indipendente, iscritta nell Albo professionale tenuto e vigilato presso l’ Organismo dei Consulenti Finanziari istituto a…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Marzotto SIM S.P.Amarzottosim.comHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 15 contacts → |
“Marzotto Sim è autorizzata ad offre servizi di-Negoziazione per conto proprio (Delibera n.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Tekta Consulting SRLtekta.itHQ: San Romano, ItalyReported employees: 11-50 | San Romano, Italy | 11-50 | Exact match | 12 contacts → |
“Mission: We help people build, manage and protect their wealth by providing them with the tools and information they need to make informed financial decisions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Alfa SCF Società DI Consulenza Finanziaria SPAalfaconsulenza.it HQ: Turin, ItalyReported employees: 11-50 | Turin, Italy | 11-50 | Exact match | 11 contacts → |
“ALFA SCF è l’evoluzione del lavoro trentennale di ADB SpA e Lupotto & Partners, pionieri in Italia nella consulenza finanziaria indipendente e pianificazione patrimoniale.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  FGN Consultingfgnconsulting.comHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 11 contacts → |
“A DYNAMIC AND INNOVATIVE MANAGER WITH AN ACTIVE APPROACH TO INVESTMENT FGN Consulting is a solid financial services provider based in Milan, London and Rome.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Soldiexpert SCFsoldiexpert.comHQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 9 contacts → |
“Fra i primi in Italia a offrire ai risparmiatori una consulenza non fintamente attiva e non in conflitto d'interessi.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Best Planners SCF SRLbestplanners.it HQ: Bologna, ItalyReported employees: 1-10 | Bologna, Italy | 1-10 | Exact match | 8 contacts → |
“Best Planners ti offre servizi di consulenza finanziaria indipendente: l’unica consulenza finanziaria erogata in assenza di conflitto di interessi, grazie alla totale indipendenza…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Veneris Family Office Società DI Consulenza Finanziariavenerisfamilyoffice.it HQ: Spresiano, ItalyReported employees: 1-10 | Spresiano, Italy | 1-10 | Exact match | 8 contacts → |
“Veneris Family Office è una società di consulenza finanziaria che, a differenza di banche ed altri intermediari finanziari (banche – promotori finanziari – private banker – agenti…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Panrhema SCFpanrhema.comHQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 7 contacts → |
“Panrhema SCF è una Società di Consulenza Finanziaria Indipendente che opera nell’interesse esclusivo dei propri clienti privati e istituzionali.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Marfis Advisorsmarfis.itHQ: Sammichele Di Bari, ItalyReported employees: 11-50 | Sammichele Di Bari, Italy | 11-50 | Exact match | 7 contacts → |
“Siamo professionisti del mondo assicurativo e finanziario.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Meridian Consulenti Finanziari Indipendentimeridianscf.comHQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 6 contacts → |
“Meridian è una società di consulenza finanziaria indipendente – iscritta nella sezione delle Società di Consulenza Finanziaria dell’Albo Unico dei consulenti Finanziari.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Garnell Capital Partnersgarnell.itHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 6 contacts → |
“Garnell nasce nel 2004 dall’incontro di partner uniti da una visione comune e i cui diversi background si fondono in una speciale combinazione di competenze, esperienza e…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Archeide SCF SRLarcheide.eu HQ: Treviso, ItalyReported employees: 1-10 | Treviso, Italy | 1-10 | Exact match | 5 contacts → |
“Società di Consulenza Finanziaria Indipendente dal 2006 Attività di “pianificazione finanziaria economica patrimoniale personale ed aziendale”, il che consiste essenzialmente…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Moneyadvisor SCF SRLmoneyadvisor.it HQ: Ravenna, ItalyReported employees: 1-10 | Ravenna, Italy | 1-10 | Exact match | 5 contacts → |
“Consulenza Finanziaria Indipendente per Privati e Aziende.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Agentur Profanteragentur-profanter.comHQ: Castelrotto, ItalyReported employees: 11-50 | Castelrotto, Italy | 11-50 | Exact match | 4 contacts → |
“1987 als Anlageberatung ins Leben gerufen, vertrauen heute zahlreiche Kunden, aus dem Schlerngebiet und weit darüber hinaus, auf unsere kompetente und persönliche Beratung in den…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Unity Financial Partnersunityfinancialpartners.com HQ: Rome, ItalyReported employees: 11-50 | Rome, Italy | 11-50 | Exact match | 4 contacts → |
“We provide sensible and intelligent financial planning solutions for International Expatriates.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Davide Berti Wealth Managementdavideberti.itHQ: Genoa, ItalyReported employees: 11-50 | Genoa, Italy | 11-50 | Exact match | 3 contacts → |
“Aiutiamo le persone ad individuare soluzioni personalizzate di investimento tramite- analisi di serie storiche- utilizzo di modelli statistici avanzati- scrupolosa profilazione…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Alut Finanza Indipendentealut.itHQ: Thiene, ItalyReported employees: 1-10 | Thiene, Italy | 1-10 | Exact match | 3 contacts → |
“Siamo un team di CONSULENTI FINANZIARI INDIPENDENTI da banche e istituzioni finanziarie.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Confiniconfini.biz HQ: Rome, ItalyReported employees: 1-10 | Rome, Italy | 1-10 | Exact match | 3 contacts → |
“Siamo un team di consulenti finanziari indipendenti impegnati a lavorare esclusivamente per il tuo interesse, senza vincoli con banche o con società di gestione.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 140 company matches
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Financial planning companies: dataset insights
September 19, 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
140 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 Italy, so it is reported there. Company counts and contact totals on this page are exact for Italy, over 140 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 19, 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 planning companies?
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 planning companies did RevenueBase find based in Italy?
The saved snapshot records 140 matching company records, 963 tracked contacts and 434 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 19, 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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RevenueBase Data Team. Top 25 financial planning companies based in Italy. Snapshot: September 19, 2026. https://revenuebase.ai/companies/financial-planning-companies/italy.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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Company intelligence · public preview
Top 25 financial planning companies based in Italy
RevenueBase records 140 matching company records for financial planning companies based in Italy, with 963 tracked contacts and 434 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 19, 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 planning companies based in Italy
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 | Consultinvest Investimenti SIM SPAconsultinvest.it HQ: Modena, ItalyReported employees: 51-200 | Modena, Italy | 51-200 | Exact match | 258 contacts → |
“Financial Planners Network - Multibrand in Finance, Insurance and Credit.We help people to deal with various personal financial issues through proper planning, advising clients on…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Asfaliaasfalia.it HQ: Saronno, ItalyReported employees: 11-50 | Saronno, Italy | 11-50 | Exact match | 101 contacts → |
“Asfalia è una società formata da professionisti con anni di esperienza e competenze specifiche nei settori finanziario e assicurativo.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Valori & Finanza Investimenti SIM S.P.Avaloriefinanza.eu HQ: Udine, ItalyReported employees: 51-200 | Udine, Italy | 51-200 | Exact match | 68 contacts → |
“Valori & Finanza nasce da un sogno, il sogno di portare libertà, indipendenza e professionalità etica nel mondo della finanza.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Devere Italiadevere-italia.it HQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 48 contacts → |
“deVere Italia S.r.l.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Gamma Capital Markets Succursale Italianagammamarkets.it HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 33 contacts → |
“Gamma Capital Markets Succursale italiana è formata da un team di professionisti appassionati e metodici nel ricercare le migliori soluzioni di investimento.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Adhoc SCFadhocscf.com HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 18 contacts → |
“Adhoc SCF è una società di consulenza finanziaria indipendente iscritta all'Albo specializzata nella prestazione su base indipendente (in totale assenza di conflitto d’interessi)…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | IFA Consulting SCFifaconsulting.it HQ: Verona, ItalyReported employees: 11-50 | Verona, Italy | 11-50 | Exact match | 17 contacts → |
“IFA Consulting è società di consulenza finanziaria indipendente, iscritta nell Albo professionale tenuto e vigilato presso l’ Organismo dei Consulenti Finanziari istituto a…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Marzotto SIM S.P.Amarzottosim.com HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 15 contacts → |
“Marzotto Sim è autorizzata ad offre servizi di-Negoziazione per conto proprio (Delibera n.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Tekta Consulting SRLtekta.it HQ: San Romano, ItalyReported employees: 11-50 | San Romano, Italy | 11-50 | Exact match | 12 contacts → |
“Mission: We help people build, manage and protect their wealth by providing them with the tools and information they need to make informed financial decisions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Alfa SCF Società DI Consulenza Finanziaria SPAalfaconsulenza.it HQ: Turin, ItalyReported employees: 11-50 | Turin, Italy | 11-50 | Exact match | 11 contacts → |
“ALFA SCF è l’evoluzione del lavoro trentennale di ADB SpA e Lupotto & Partners, pionieri in Italia nella consulenza finanziaria indipendente e pianificazione patrimoniale.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | FGN Consultingfgnconsulting.com HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 11 contacts → |
“A DYNAMIC AND INNOVATIVE MANAGER WITH AN ACTIVE APPROACH TO INVESTMENT FGN Consulting is a solid financial services provider based in Milan, London and Rome.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Soldiexpert SCFsoldiexpert.com HQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 9 contacts → |
“Fra i primi in Italia a offrire ai risparmiatori una consulenza non fintamente attiva e non in conflitto d'interessi.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Best Planners SCF SRLbestplanners.it HQ: Bologna, ItalyReported employees: 1-10 | Bologna, Italy | 1-10 | Exact match | 8 contacts → |
“Best Planners ti offre servizi di consulenza finanziaria indipendente: l’unica consulenza finanziaria erogata in assenza di conflitto di interessi, grazie alla totale indipendenza…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Veneris Family Office Società DI Consulenza Finanziariavenerisfamilyoffice.it HQ: Spresiano, ItalyReported employees: 1-10 | Spresiano, Italy | 1-10 | Exact match | 8 contacts → |
“Veneris Family Office è una società di consulenza finanziaria che, a differenza di banche ed altri intermediari finanziari (banche – promotori finanziari – private banker – agenti…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Panrhema SCFpanrhema.com HQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 7 contacts → |
“Panrhema SCF è una Società di Consulenza Finanziaria Indipendente che opera nell’interesse esclusivo dei propri clienti privati e istituzionali.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Marfis Advisorsmarfis.it HQ: Sammichele Di Bari, ItalyReported employees: 11-50 | Sammichele Di Bari, Italy | 11-50 | Exact match | 7 contacts → |
“Siamo professionisti del mondo assicurativo e finanziario.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Meridian Consulenti Finanziari Indipendentimeridianscf.com HQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 6 contacts → |
“Meridian è una società di consulenza finanziaria indipendente – iscritta nella sezione delle Società di Consulenza Finanziaria dell’Albo Unico dei consulenti Finanziari.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Garnell Capital Partnersgarnell.it HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 6 contacts → |
“Garnell nasce nel 2004 dall’incontro di partner uniti da una visione comune e i cui diversi background si fondono in una speciale combinazione di competenze, esperienza e…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Archeide SCF SRLarcheide.eu HQ: Treviso, ItalyReported employees: 1-10 | Treviso, Italy | 1-10 | Exact match | 5 contacts → |
“Società di Consulenza Finanziaria Indipendente dal 2006 Attività di “pianificazione finanziaria economica patrimoniale personale ed aziendale”, il che consiste essenzialmente…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Moneyadvisor SCF SRLmoneyadvisor.it HQ: Ravenna, ItalyReported employees: 1-10 | Ravenna, Italy | 1-10 | Exact match | 5 contacts → |
“Consulenza Finanziaria Indipendente per Privati e Aziende.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Agentur Profanteragentur-profanter.com HQ: Castelrotto, ItalyReported employees: 11-50 | Castelrotto, Italy | 11-50 | Exact match | 4 contacts → |
“1987 als Anlageberatung ins Leben gerufen, vertrauen heute zahlreiche Kunden, aus dem Schlerngebiet und weit darüber hinaus, auf unsere kompetente und persönliche Beratung in den…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Unity Financial Partnersunityfinancialpartners.com HQ: Rome, ItalyReported employees: 11-50 | Rome, Italy | 11-50 | Exact match | 4 contacts → |
“We provide sensible and intelligent financial planning solutions for International Expatriates.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Davide Berti Wealth Managementdavideberti.it HQ: Genoa, ItalyReported employees: 11-50 | Genoa, Italy | 11-50 | Exact match | 3 contacts → |
“Aiutiamo le persone ad individuare soluzioni personalizzate di investimento tramite- analisi di serie storiche- utilizzo di modelli statistici avanzati- scrupolosa profilazione…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Alut Finanza Indipendentealut.it HQ: Thiene, ItalyReported employees: 1-10 | Thiene, Italy | 1-10 | Exact match | 3 contacts → |
“Siamo un team di CONSULENTI FINANZIARI INDIPENDENTI da banche e istituzioni finanziarie.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Confiniconfini.biz HQ: Rome, ItalyReported employees: 1-10 | Rome, Italy | 1-10 | Exact match | 3 contacts → |
“Siamo un team di consulenti finanziari indipendenti impegnati a lavorare esclusivamente per il tuo interesse, senza vincoli con banche o con società di gestione.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 140 company matches
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Financial planning companies: dataset insights
September 19, 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
140 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 Italy, so it is reported there. Company counts and contact totals on this page are exact for Italy, over 140 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 19, 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 planning companies?
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 planning companies did RevenueBase find based in Italy?
The saved snapshot records 140 matching company records, 963 tracked contacts and 434 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 19, 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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Browse the directory
Cite this list
RevenueBase Data Team. Top 25 financial planning companies based in Italy. Snapshot: September 19, 2026. https://revenuebase.ai/companies/financial-planning-companies/italy.
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 planning companies based in Adelaide, Australia
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