Company lists · Data refreshed September 2026

Top 25 Financial planning consulting firms based in Czechia

Name: Financial planning consulting firms based in Czechia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 128 companies tracked

RevenueBase identified 128 company matches for financial planning consulting firms associated with Czechia as of September 2026 and tracks 4,381 professional contacts across them, including 755 with verified work emails and 181 with mobile numbers. Prague is the largest hub.

This list covers company matches for financial planning consulting firms associated with Czechia, 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 30, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 30, 2026 How this list was built

128Companies

4,381Contacts tracked

755Verified emails

181Mobile numbers

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The 25 largest financial planning consulting firms based in Czechia

Ranked by team size

Top 25 of 128 company matches for financial planning consulting firms based in Czechia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Partners Financial Services, A.S	Exact match	Praha 4 – Chodov, Czech RepublicHQ recorded Sep 30, 2026	1,001-5,000	1,775 contacts →
	Exact match “Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
2	Broker Consulting A.S	Exact match	Czech RepublicHQ recorded Sep 30, 2026	1,001-5,000	1,273 contacts →
	Exact match “Jsme finanční a realitní konzultanti.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3	EDO Finance	Exact match	Praha 11, Czech RepublicHQ recorded Sep 30, 2026	201-500	306 contacts →
	Exact match “Jsme zdravá síla ve světě financí a realit.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
4	Beplan Finanční Plánování S.R.O	Exact match	Praha 1, Czech RepublicHQ recorded Sep 30, 2026	201-500	232 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5	Phoenix Investor SK	Exact match	Brno, Czech RepublicHQ recorded Sep 30, 2026	51-200	57 contacts →
	Exact match “Phoenix Investor Group je dynamicky sa rozvíjajúca skupina zaoberajúca sa sprostredkovaním a poradenstvom v oblasti investícií, financovania a zaistenia rizika.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6	Stone & Belter	Exact match	Praha 1, Czech RepublicHQ recorded Sep 30, 2026	11-50	47 contacts →
	Exact match “Poradenská společnost Stone & belter vznikla v roce 2008.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7	Finvox A.S	Exact match	Prague, Czech RepublicHQ recorded Sep 30, 2026	11-50	41 contacts →
	Exact match “FINVOX je hlasem klientů i konzultantů ve světě pojištění a finančních služeb.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	Bonites Group	Exact match	Prague, Czech RepublicHQ recorded Sep 30, 2026	51-200	30 contacts →
	Exact match “Název Bonites vychází z latinských slov bonus a bonum, která jsou výrazem pro užitek, dobro, majetek a prospěch.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	Finovo	Exact match	České Budějvovice, Czech RepublicHQ recorded Sep 30, 2026	11-50	22 contacts →
	Exact match “Společně světem financí Nabídky zaručeně výhodných půjček a pojištění se na nás valí ze všech stran.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	ST Consult, S. R. O	Exact match	Uherské Hradiště, Czech RepublicHQ recorded Sep 30, 2026	51-200	18 contacts →
	Exact match “Společnost ST Consult- je nezávislá finančněporadenská společnost s dlouholetou tradicí - je tvůrcem značky Altera – celostního poradenství budoucnosti - je první poradenskou…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	Premium Financial Services	Exact match	Praha 1, Czech RepublicHQ recorded Sep 30, 2026	11-50	17 contacts →
	Exact match “Dynamická společnost složená z profesionálů z oblasti finančního poradenství a plánování, pojišťovnictví, práva, realit a developmentu.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	Consolio	Exact match	Ostrava, Czech RepublicHQ recorded Sep 30, 2026	11-50	14 contacts →
	Exact match “Usilujeme o nadčasovost a rozdílnost.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	AMJ Finance & Sport	Exact match	Prague 3, Czech RepublicHQ recorded Sep 30, 2026	11-50	14 contacts →
	Exact match “Společnost AMJ Finance & Sport poskytuje klientům komplexní služby v oblasti finančního poradenství a sportovního managementu.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	M.S.Quatro, S.R.O	Exact match	Hustopeče, Czech RepublicHQ recorded Sep 30, 2026	51-200	9 contacts →
	Exact match “Ve financích se pohybujeme roky.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	KZ Finance, Spol. S R.O	Exact match	Kroměříž, Czech RepublicHQ recorded Sep 30, 2026	1-10	8 contacts →
	Exact match “Společnost KZ FINANCE spol.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	Pech & Partneři S.R.O	Exact match	Praha 4, Czech RepublicHQ recorded Sep 30, 2026	1-10	7 contacts →
	Exact match “Profesinonální poradenství v oblasti investic, pojištění a úvěrů.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
17	Financero, S.R.O	Exact match	Brno, Czech RepublicHQ recorded Sep 30, 2026	1-10	7 contacts →
	Exact match “Investiční poradenství Úvěry a Hypotéky Pojištění Finanční plánování” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18	Ofis A.S	Exact match	Brno, Czech RepublicHQ recorded Sep 30, 2026	11-50	7 contacts →
	Exact match “Finanční služby - Analýza finančních potřeb - Finanční plánování - Hypotéky - Pojištění - Investování a spoření - Úvěry - Ochrana příjmu - Důchodové zabezpečení” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
19	Dreams Finance & Reality	Exact match	Praha 8, Czech RepublicHQ recorded Sep 30, 2026	51-200	7 contacts →
	Exact match “Jsme finančně poradenská společnost s týmem profesionálů a odborníků s dlouholetými zkušenostmi.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
20	Fiduciam Consilio	Exact match	Brno, Czech RepublicHQ recorded Sep 30, 2026	1-10	6 contacts →
	Exact match “Hledáme to, co už nevidíte.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21	Keystone Finance S.R.O	Exact match	Brno, Czech RepublicHQ recorded Sep 30, 2026	1-10	6 contacts →
	Exact match “Poskytujeme odborné finanční poradenství pro právnické osoby a nadace.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22	Saturia Consulting, S.R.O	Exact match	Praha 10, Czech RepublicHQ recorded Sep 30, 2026	1-10	5 contacts →
	Exact match “Našim cílem je poskytovat vám služby finančního poradenství založené na dlouhodobém vztahu a důvěře.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23	Infinity Protection	Exact match	Prague 1, Czech RepublicHQ recorded Sep 30, 2026	51-200	5 contacts →
	Exact match “Komplexní finanční plánování a investiční poradenství.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24	Finančníci	Exact match	Praha 4, Czech RepublicHQ recorded Sep 30, 2026	1-10	4 contacts →
	Exact match “Soukromá poradenská společnost, poskytující služby Wealth management, Wealth planning, ekonomické a investiční poradenství, finanční plánování, dědictví, mezigenerační správa…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
25	CBH Finance	Exact match	Praha 5, Czech RepublicHQ recorded Sep 30, 2026	1-10	4 contacts →
	Exact match “CBH finance poskytuje prémiové služby v oblasti finančního poradenství.” Recorded in the RevenueBase company graph · Sep 30, 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 consulting firms”. 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 128 financial planning consulting firms based in Czechia

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Financial planning consulting firms based in Czechia at a glance

As of Sep 30, 2026

17.2%Verified-email coverage

4.1%Mobile-number coverage

34.2Average contacts per company

1-10Median size (employees)

24.2%Largest-city concentration · Prague

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 31.0d

2820–30

46231–60

1061–90

090–180

1180+

Company record updated

Median 85.0d

00–30

1,12531–60

1,27561–90

1,79990–180

182180+

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 Czechia whose business descriptions match “financial planning consulting firms” 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 755 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 30, 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 consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning consulting firms are there based in Czechia?

RevenueBase identified 128 company matches for financial planning consulting firms associated with Czechia 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?

Partners Financial Services, A.S tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial planning consulting firms?

Prague leads with 31 company records, followed by Brno (11) and Zlin (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 755 professional contacts with verified work emails tracked across these 128 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 30, 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.