Company lists · Data refreshed September 2026
Top 25 Financial planning consultants based in Austria
RevenueBase identified 72 company matches for financial planning consultants associated with Austria as of September 2026 and tracks 749 professional contacts across them, including 207 with verified work emails. Vienna is the largest hub.
This list covers company matches for financial planning consultants associated with Austria, 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 20, 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 consultants based in Austria
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 272 contacts → | ||||
Exact match “Die EFS Euro Finanz Service Vermittlung AG (EFS-AG) ist Versicherungsmakler, Versicherungsagent, Vermögensberater und eine konzessionierte Wertpapierfirma mit über 40-jähriger…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 174 contacts → | ||||
Exact match “Wesentliche Eckpfeiler des zukunftsweisenden Geschäftsmodells von Swiss Life Select bilden der ganzheitliche Betreuungsansatz, die standardisierte Beratung und die offene…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 48 contacts → | ||||
Exact match “Über FiNUM.Private Finance Österreich: Als erfahrenes Finanzdienstleistungsunternehmen mit einem bewährten Beratungskonzept ist es unser oberstes Ziel, unseren Kunden Sicherheit…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 39 contacts → | ||||
Exact match “Privatbank.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 12 contacts → | ||||
Exact match “Dein iAdvise Financial Planner entwickelt konkrete Lösungen für Deine optimale finnazielle Lebensplanung.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 9 contacts → | ||||
Exact match “Bridge Corporate Finance unterstützt seit 2001 Menschen und Unternehmen in allen Phasen der Entwicklung.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 8 contacts → | ||||
Exact match “Unser Ansatz bei der Gestaltung deiner Finanzen ist anders.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 7 contacts → | ||||
Exact match “Anleger mit einem Veranlagungsvolumen > 250 Mio.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 6 contacts → | ||||
Exact match “Die FIVOinvest GmbH ist der Ansprechpartner für Privatpersonen und Betriebe wenn es um Finanzierungen, Vorsorge und Investments geht.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “VPI Vermögensberatung GmbH is an investment management company based out of BAHNHOFSTRASSE 9, Saalfelden, Salzburg, Austria.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “Ob Sie Ihre Pensionierung planen, Vermögen bilden, Geld anlegen, Ihre Vorsorge oder das Testament und Erbe planen möchten: Beim VZ VermögensZentrum, dem führenden unabhängigen…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Wir beraten nachhaltig & lebensbegleitend: COSTA Finanzconsulting - Investmentberatung seit über 35 Jahren.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “JDC Group Austria fungiert als Dachmarke Mit unserem 360-Grad-Ansatz können wir in Zukunft als Allfinanzanbieter alles abdecken und eine Heimat für alle Berater*innen mit…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “KB3 steht für ganzheitliche Konzepte, die Ihren Alltag absichern und finanziell optimieren.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “Mit auf Ihre Ziele zugeschnittenen Strategien unterstützen wir Sie beim Vermögensaufbau, der Vermögenspflege und Investitionen in Ihre Zukunft.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “GBR Capital GmbH is a company based out of Vienna, Vienna, Austria.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Wir verstehen Vermögensmanagement als die objektive Beratung bei Aufbau, Erhalt und Sicherung des Vermögens in jeder Lebenssituation und im Idealfall über Generationen hinweg.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Der heutige Finanzmarkt bietet viele Möglichkeiten der Finanzierung, Absicherung oder Veranlagung.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “Immobilien | Vorsorge fair.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “Der goldene Weg zum Vermögen basiert bei FFP auf einer intensiven, loyalen und persönlichen Betreuung, die den Kunden und seinen Vorteil in den Mittelpunkt stellt.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Zu unserer Klientel zählen sowohl Privat- als auch Firmenkunden.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Bogen & Partner ist ihr verlässlicher Partner wenn es um Finanzierung, Investments und Versicherungen geht.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Wir bieten personalisierte Finanzberatung mit modernster Technologie für präzise Analysen und effektive Portfoliogestaltung.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 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 consultants”. 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 72 financial planning consultants based in Austria
See the full list, filter by size, metro and specialty, and access 207 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial planning consultants based in Austria at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Austria, so it is reported there. Company counts and contact totals on this page are exact for Austria, over 72 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 Austria whose business descriptions match “financial planning consultants” 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 207 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 20, 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 consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning consultants are there based in Austria?
RevenueBase identified 72 company matches for financial planning consultants associated with Austria 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?
EFS Euro Finanz Service Vermittlungs AG tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial planning consultants?
Vienna leads with 24 company records, followed by Graz (5) and Linz (3).
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 207 professional contacts with verified work emails tracked across these 72 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 20, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase 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
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- Lists by location
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- New lists
- Financial planning consultants based in Adelaide, Australia
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Company intelligence · public preview
Top 25 financial planning consultants based in Austria
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 72 matching company records for financial planning consultants based in Austria, with 749 tracked contacts and 207 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 20, 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 consultants based in Austria
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 | HQ: Salzburg, AustriaReported employees: Not recorded | Salzburg, Austria | Not recorded | Exact match | 272 contacts → |
“Die EFS Euro Finanz Service Vermittlung AG (EFS-AG) ist Versicherungsmakler, Versicherungsagent, Vermögensberater und eine konzessionierte Wertpapierfirma mit über 40-jähriger…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Swiss Life Select Österreich Gmbhswisslife-select.atHQ: Vienna, AustriaReported employees: 51-200 | Vienna, Austria | 51-200 | Exact match | 174 contacts → |
“Wesentliche Eckpfeiler des zukunftsweisenden Geschäftsmodells von Swiss Life Select bilden der ganzheitliche Betreuungsansatz, die standardisierte Beratung und die offene…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Finum. Österreichfinum.atHQ: Vienna, AustriaReported employees: 51-200 | Vienna, Austria | 51-200 | Exact match | 48 contacts → |
“Über FiNUM.Private Finance Österreich: Als erfahrenes Finanzdienstleistungsunternehmen mit einem bewährten Beratungskonzept ist es unser oberstes Ziel, unseren Kunden Sicherheit…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Partner Bank AGpartnerbank.atHQ: Linz, AustriaReported employees: 51-200 | Linz, Austria | 51-200 | Exact match | 39 contacts → |
“Privatbank.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Iadvise Financial Servicesiadvise.atHQ: Vienna, AustriaReported employees: 11-50 | Vienna, Austria | 11-50 | Exact match | 12 contacts → |
“Dein iAdvise Financial Planner entwickelt konkrete Lösungen für Deine optimale finnazielle Lebensplanung.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Bridge Corporate Finance Gmbhbridge-cf.atHQ: Linz / Hörsching, AustriaReported employees: 1-10 | Linz / Hörsching, Austria | 1-10 | Exact match | 9 contacts → |
“Bridge Corporate Finance unterstützt seit 2001 Menschen und Unternehmen in allen Phasen der Entwicklung.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Feel Finance Gmbhfeelfinance.atHQ: Graz, AustriaReported employees: 11-50 | Graz, Austria | 11-50 | Exact match | 8 contacts → |
“Unser Ansatz bei der Gestaltung deiner Finanzen ist anders.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Kronos Advisorykronos-advisory.comHQ: Vienna, AustriaReported employees: 1-10 | Vienna, Austria | 1-10 | Exact match | 7 contacts → |
“Anleger mit einem Veranlagungsvolumen > 250 Mio.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Fivoinvest Gmbhfivoinvest.atHQ: Saalfelden Am Stein. Meer, AustriaReported employees: 1-10 | Saalfelden Am Stein. Meer, Austria | 1-10 | Exact match | 6 contacts → |
“Die FIVOinvest GmbH ist der Ansprechpartner für Privatpersonen und Betriebe wenn es um Finanzierungen, Vorsorge und Investments geht.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Hofkirchen, AustriaReported employees: 1-10 | Hofkirchen, Austria | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | HQ: Saalfelden, AustriaReported employees: 1-10 | Saalfelden, Austria | 1-10 | Exact match | 4 contacts → |
“VPI Vermögensberatung GmbH is an investment management company based out of BAHNHOFSTRASSE 9, Saalfelden, Salzburg, Austria.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Omicron Investment Management Gmbhomicron-im.comHQ: Vienna, AustriaReported employees: 11-50 | Vienna, Austria | 11-50 | Exact match | 4 contacts → |
“Ob Sie Ihre Pensionierung planen, Vermögen bilden, Geld anlegen, Ihre Vorsorge oder das Testament und Erbe planen möchten: Beim VZ VermögensZentrum, dem führenden unabhängigen…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Costa Finanzconsulting Gmbhcosta.atHQ: Pasching, AustriaReported employees: 11-50 | Pasching, Austria | 11-50 | Exact match | 3 contacts → |
“Wir beraten nachhaltig & lebensbegleitend: COSTA Finanzconsulting - Investmentberatung seit über 35 Jahren.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  JDC Group Austriajdcgroup.atHQ: Vienna, AustriaReported employees: 51-200 | Vienna, Austria | 51-200 | Exact match | 3 contacts → |
“JDC Group Austria fungiert als Dachmarke Mit unserem 360-Grad-Ansatz können wir in Zukunft als Allfinanzanbieter alles abdecken und eine Heimat für alle Berater*innen mit…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Altenberg, AustriaReported employees: 1-10 | Altenberg, Austria | 1-10 | Exact match | 3 contacts → |
“KB3 steht für ganzheitliche Konzepte, die Ihren Alltag absichern und finanziell optimieren.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Wedamstrojwedamstroj.atHQ: Velden, AustriaReported employees: 1-10 | Velden, Austria | 1-10 | Exact match | 2 contacts → |
“Mit auf Ihre Ziele zugeschnittenen Strategien unterstützen wir Sie beim Vermögensaufbau, der Vermögenspflege und Investitionen in Ihre Zukunft.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  GBR Capital Gmbhgbr-capital.atHQ: Vienna, AustriaReported employees: 1-10 | Vienna, Austria | 1-10 | Exact match | 2 contacts → |
“GBR Capital GmbH is a company based out of Vienna, Vienna, Austria.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Moderatum Financial Services Gmbhmoderatum.atHQ: Vienna, AustriaReported employees: 1-10 | Vienna, Austria | 1-10 | Exact match | 2 contacts → |
“Wir verstehen Vermögensmanagement als die objektive Beratung bei Aufbau, Erhalt und Sicherung des Vermögens in jeder Lebenssituation und im Idealfall über Generationen hinweg.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Koeb Finanzkoeb-finanz.atHQ: Wolfurt, AustriaReported employees: 1-10 | Wolfurt, Austria | 1-10 | Exact match | 2 contacts → |
“Der heutige Finanzmarkt bietet viele Möglichkeiten der Finanzierung, Absicherung oder Veranlagung.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Dievorsorger Vorsorge UND Vermögensberatung Gmbhdievorsorger.at HQ: Rohrbach-berg, AustriaReported employees: 1-10 | Rohrbach-berg, Austria | 1-10 | Exact match | 2 contacts → |
“Immobilien | Vorsorge fair.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  FFP Asset Managementffp-tirol.euHQ: Innsbruck, AustriaReported employees: 1-10 | Innsbruck, Austria | 1-10 | Exact match | 2 contacts → |
“Der goldene Weg zum Vermögen basiert bei FFP auf einer intensiven, loyalen und persönlichen Betreuung, die den Kunden und seinen Vorteil in den Mittelpunkt stellt.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Borg Finanzservice Gmbh & CO KGborg-beratung.com HQ: Nenzing, AustriaReported employees: 201-500 | Nenzing, Austria | 201-500 | Exact match | 1 contacts → |
“Zu unserer Klientel zählen sowohl Privat- als auch Firmenkunden.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Bogen & Partner Wealth Managers Gmbhbogen.co.at HQ: Graz, AustriaReported employees: 11-50 | Graz, Austria | 11-50 | Exact match | 1 contacts → |
“Bogen & Partner ist ihr verlässlicher Partner wenn es um Finanzierung, Investments und Versicherungen geht.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Topten, ZNL DER Finum. Private Finance AG Berlintopten-wp.atHQ: Vienna, AustriaReported employees: 11-50 | Vienna, Austria | 11-50 | Exact match | 1 contacts → |
“Wir bieten personalisierte Finanzberatung mit modernster Technologie für präzise Analysen und effektive Portfoliogestaltung.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Vienna, AustriaReported employees: 1-10 | Vienna, Austria | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 72 company matches
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Financial planning consultants: dataset insights
September 20, 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
72 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 Austria, so it is reported there. Company counts and contact totals on this page are exact for Austria, over 72 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 20, 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 consultants?
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 consultants did RevenueBase find based in Austria?
The saved snapshot records 72 matching company records, 749 tracked contacts and 207 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 20, 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 planning consultants by geography
- Financial planning consultants based in Adelaide, Australia
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- Financial planning consultants based in North Sydney, Australia
- Financial planning consultants based in Parramatta, Australia
- Financial planning consultants based in Perth, Australia
- Financial planning consultants based in Subiaco, Australia
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- Financial planning consultants based in Curitiba, Brazil
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Cite this list
RevenueBase Data Team. Top 25 financial planning consultants based in Austria. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-planning-consultants/austria.
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 consultants based in Austria
RevenueBase records 72 matching company records for financial planning consultants based in Austria, with 749 tracked contacts and 207 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 20, 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 consultants based in Austria
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 | HQ: Salzburg, AustriaReported employees: Not recorded | Salzburg, Austria | Not recorded | Exact match | 272 contacts → |
“Die EFS Euro Finanz Service Vermittlung AG (EFS-AG) ist Versicherungsmakler, Versicherungsagent, Vermögensberater und eine konzessionierte Wertpapierfirma mit über 40-jähriger…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Swiss Life Select Österreich Gmbhswisslife-select.at HQ: Vienna, AustriaReported employees: 51-200 | Vienna, Austria | 51-200 | Exact match | 174 contacts → |
“Wesentliche Eckpfeiler des zukunftsweisenden Geschäftsmodells von Swiss Life Select bilden der ganzheitliche Betreuungsansatz, die standardisierte Beratung und die offene…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Finum. Österreichfinum.at HQ: Vienna, AustriaReported employees: 51-200 | Vienna, Austria | 51-200 | Exact match | 48 contacts → |
“Über FiNUM.Private Finance Österreich: Als erfahrenes Finanzdienstleistungsunternehmen mit einem bewährten Beratungskonzept ist es unser oberstes Ziel, unseren Kunden Sicherheit…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Partner Bank AGpartnerbank.at HQ: Linz, AustriaReported employees: 51-200 | Linz, Austria | 51-200 | Exact match | 39 contacts → |
“Privatbank.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Iadvise Financial Servicesiadvise.at HQ: Vienna, AustriaReported employees: 11-50 | Vienna, Austria | 11-50 | Exact match | 12 contacts → |
“Dein iAdvise Financial Planner entwickelt konkrete Lösungen für Deine optimale finnazielle Lebensplanung.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Bridge Corporate Finance Gmbhbridge-cf.at HQ: Linz / Hörsching, AustriaReported employees: 1-10 | Linz / Hörsching, Austria | 1-10 | Exact match | 9 contacts → |
“Bridge Corporate Finance unterstützt seit 2001 Menschen und Unternehmen in allen Phasen der Entwicklung.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Feel Finance Gmbhfeelfinance.at HQ: Graz, AustriaReported employees: 11-50 | Graz, Austria | 11-50 | Exact match | 8 contacts → |
“Unser Ansatz bei der Gestaltung deiner Finanzen ist anders.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Kronos Advisorykronos-advisory.com HQ: Vienna, AustriaReported employees: 1-10 | Vienna, Austria | 1-10 | Exact match | 7 contacts → |
“Anleger mit einem Veranlagungsvolumen > 250 Mio.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Fivoinvest Gmbhfivoinvest.at HQ: Saalfelden Am Stein. Meer, AustriaReported employees: 1-10 | Saalfelden Am Stein. Meer, Austria | 1-10 | Exact match | 6 contacts → |
“Die FIVOinvest GmbH ist der Ansprechpartner für Privatpersonen und Betriebe wenn es um Finanzierungen, Vorsorge und Investments geht.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Hofkirchen, AustriaReported employees: 1-10 | Hofkirchen, Austria | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | HQ: Saalfelden, AustriaReported employees: 1-10 | Saalfelden, Austria | 1-10 | Exact match | 4 contacts → |
“VPI Vermögensberatung GmbH is an investment management company based out of BAHNHOFSTRASSE 9, Saalfelden, Salzburg, Austria.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Omicron Investment Management Gmbhomicron-im.com HQ: Vienna, AustriaReported employees: 11-50 | Vienna, Austria | 11-50 | Exact match | 4 contacts → |
“Ob Sie Ihre Pensionierung planen, Vermögen bilden, Geld anlegen, Ihre Vorsorge oder das Testament und Erbe planen möchten: Beim VZ VermögensZentrum, dem führenden unabhängigen…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Costa Finanzconsulting Gmbhcosta.at HQ: Pasching, AustriaReported employees: 11-50 | Pasching, Austria | 11-50 | Exact match | 3 contacts → |
“Wir beraten nachhaltig & lebensbegleitend: COSTA Finanzconsulting - Investmentberatung seit über 35 Jahren.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | JDC Group Austriajdcgroup.at HQ: Vienna, AustriaReported employees: 51-200 | Vienna, Austria | 51-200 | Exact match | 3 contacts → |
“JDC Group Austria fungiert als Dachmarke Mit unserem 360-Grad-Ansatz können wir in Zukunft als Allfinanzanbieter alles abdecken und eine Heimat für alle Berater*innen mit…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Altenberg, AustriaReported employees: 1-10 | Altenberg, Austria | 1-10 | Exact match | 3 contacts → |
“KB3 steht für ganzheitliche Konzepte, die Ihren Alltag absichern und finanziell optimieren.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Wedamstrojwedamstroj.at HQ: Velden, AustriaReported employees: 1-10 | Velden, Austria | 1-10 | Exact match | 2 contacts → |
“Mit auf Ihre Ziele zugeschnittenen Strategien unterstützen wir Sie beim Vermögensaufbau, der Vermögenspflege und Investitionen in Ihre Zukunft.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | GBR Capital Gmbhgbr-capital.at HQ: Vienna, AustriaReported employees: 1-10 | Vienna, Austria | 1-10 | Exact match | 2 contacts → |
“GBR Capital GmbH is a company based out of Vienna, Vienna, Austria.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Moderatum Financial Services Gmbhmoderatum.at HQ: Vienna, AustriaReported employees: 1-10 | Vienna, Austria | 1-10 | Exact match | 2 contacts → |
“Wir verstehen Vermögensmanagement als die objektive Beratung bei Aufbau, Erhalt und Sicherung des Vermögens in jeder Lebenssituation und im Idealfall über Generationen hinweg.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Koeb Finanzkoeb-finanz.at HQ: Wolfurt, AustriaReported employees: 1-10 | Wolfurt, Austria | 1-10 | Exact match | 2 contacts → |
“Der heutige Finanzmarkt bietet viele Möglichkeiten der Finanzierung, Absicherung oder Veranlagung.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Dievorsorger Vorsorge UND Vermögensberatung Gmbhdievorsorger.at HQ: Rohrbach-berg, AustriaReported employees: 1-10 | Rohrbach-berg, Austria | 1-10 | Exact match | 2 contacts → |
“Immobilien | Vorsorge fair.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | FFP Asset Managementffp-tirol.eu HQ: Innsbruck, AustriaReported employees: 1-10 | Innsbruck, Austria | 1-10 | Exact match | 2 contacts → |
“Der goldene Weg zum Vermögen basiert bei FFP auf einer intensiven, loyalen und persönlichen Betreuung, die den Kunden und seinen Vorteil in den Mittelpunkt stellt.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Borg Finanzservice Gmbh & CO KGborg-beratung.com HQ: Nenzing, AustriaReported employees: 201-500 | Nenzing, Austria | 201-500 | Exact match | 1 contacts → |
“Zu unserer Klientel zählen sowohl Privat- als auch Firmenkunden.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Bogen & Partner Wealth Managers Gmbhbogen.co.at HQ: Graz, AustriaReported employees: 11-50 | Graz, Austria | 11-50 | Exact match | 1 contacts → |
“Bogen & Partner ist ihr verlässlicher Partner wenn es um Finanzierung, Investments und Versicherungen geht.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Topten, ZNL DER Finum. Private Finance AG Berlintopten-wp.at HQ: Vienna, AustriaReported employees: 11-50 | Vienna, Austria | 11-50 | Exact match | 1 contacts → |
“Wir bieten personalisierte Finanzberatung mit modernster Technologie für präzise Analysen und effektive Portfoliogestaltung.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Vienna, AustriaReported employees: 1-10 | Vienna, Austria | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 72 company matches
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Financial planning consultants: dataset insights
September 20, 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
72 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 Austria, so it is reported there. Company counts and contact totals on this page are exact for Austria, over 72 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 20, 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 consultants?
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 consultants did RevenueBase find based in Austria?
The saved snapshot records 72 matching company records, 749 tracked contacts and 207 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 20, 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 planning consultants based in Austria. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-planning-consultants/austria.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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