Company lists · Data refreshed September 2026

Top 25 Financial planning consulting firms based in Italy

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

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 384 companies tracked

RevenueBase identified 384 company matches for financial planning consulting firms associated with Italy as of September 2026 and tracks 1,787 professional contacts across them, including 660 with verified work emails and 127 with mobile numbers. Milan is the largest hub.

This list covers company matches for financial planning consulting firms 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 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

384Companies

1,787Contacts tracked

660Verified emails

127Mobile numbers

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The 25 largest financial planning consulting firms based in Italy

Ranked by team size

Top 25 of 384 company matches for financial planning consulting firms based in Italy, 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	Consultinvest Investimenti SIM SPA	Exact match	Modena, ItalyHQ recorded Sep 30, 2026	51-200	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 30, 2026 · View company records in RevenueBase
2	Asfalia	Exact match	Saronno, ItalyHQ recorded Sep 30, 2026	11-50	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 30, 2026 · View company records in RevenueBase
3	Valori & Finanza Investimenti SIM S.P.A	Exact match	Udine, ItalyHQ recorded Sep 30, 2026	51-200	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 30, 2026 · View company records in RevenueBase
4	Devere Italia	Exact match	Milan, ItalyHQ recorded Sep 30, 2026	51-200	48 contacts →
	Exact match “deVere Italia S.r.l.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5	Ciscra S.P.A	Exact match	Villanova Del Ghebbo, ItalyHQ recorded Sep 30, 2026	51-200	42 contacts →
	Exact match “Servizi Consulenza organizzativa in ambito Bancario, Assicurativo e Finanziario” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6	Finint Privat Bank	Exact match	Milan, ItalyHQ recorded Sep 30, 2026	11-50	42 contacts →
	Exact match “Consulenza Finanziaria” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7	C2partners	Exact match	Milan, ItalyHQ recorded Sep 30, 2026	11-50	41 contacts →
	Exact match “C2Partners è una società di consulenza direzionale dedicata ai Financial Services, una realtà dinamica, energica e in forte sviluppo, fortemente orientata all’imprenditorialità.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	4timing	Exact match	Turin, ItalyHQ recorded Sep 30, 2026	11-50	30 contacts →
	Exact match “Financial consulting.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	Iama Consulting	Exact match	Milan, ItalyHQ recorded Sep 30, 2026	11-50	22 contacts →
	Exact match “IAMA nasce nel 1974 da un gruppo di consulenti aziendali specializzati nel business dei servizi finanziari, con l'intento di trasferire alle imprese italiane le esperienze di…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	Adhoc SCF	Exact match	Milan, ItalyHQ recorded Sep 30, 2026	11-50	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 30, 2026 · View company records in RevenueBase
11	TLF Advisor	Exact match	Milan, ItalyHQ recorded Sep 30, 2026	11-50	17 contacts →
	Exact match “Siamo una società di consulenza fiscale, aziendale e manageriale con sede principalmente a Milano - Torino - Cosenza.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	Aegis FSI	Exact match	Milan, ItalyHQ recorded Sep 30, 2026	11-50	17 contacts →
	Exact match “Aegis FSI è la line del gruppo Aegis che nei suoi 20 anni di storia ha sviluppato un’ampia e dettagliata conoscenza dell’industria dei servizi finanziari.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	IFA Consulting SCF	Exact match	Verona, ItalyHQ recorded Sep 30, 2026	11-50	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 30, 2026 · View company records in RevenueBase
14	Fidinam Italia	Exact match	Milan, ItalyHQ recorded Sep 30, 2026	11-50	16 contacts →
	Exact match “Fidinam offre servizi di consulenza continuativa o una tantum ai propri clienti, persone fisiche o società, offrendo loro supporto e consulenza fiscale - domestica ed…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	Fiderconsult S.R.L	Exact match	Rome, ItalyHQ recorded Sep 30, 2026	11-50	16 contacts →
	Exact match “Consulenza aziendale e tributaria - Mergers & Acquisition - Consulenza del lavoro - Attività di outsourcing” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	Mascherpa E Associati	Exact match	Milan, ItalyHQ recorded Sep 30, 2026	11-50	15 contacts →
	Exact match “Lo studio Mascherpa e Associati nasce a Milano alla fine del 2017 per iniziativa del dottor Fabio Mascherpa, Dottore Commercialista e Revisore Legale, presente su Milano e Pavia…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
17	Audit & Business Consulting SRL	Exact match	Avellino, ItalyHQ recorded Sep 30, 2026	11-50	13 contacts →
	Exact match “Audit & Business Consulting S.r.l.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18	Tekta Consulting SRL	Exact match	San Romano, ItalyHQ recorded Sep 30, 2026	11-50	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 30, 2026 · View company records in RevenueBase
19	Alfa SCF Società DI Consulenza Finanziaria SPA	Exact match	Turin, ItalyHQ recorded Sep 30, 2026	11-50	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 30, 2026 · View company records in RevenueBase
20	Studio Canovi S.R.L	Exact match	Castelnovo Nè Monti, ItalyHQ recorded Sep 30, 2026	11-50	10 contacts →
	Exact match “Lo Studio Canovi è uno studio di professionisti esperti in servizi nel settore della consulenza gestionale, finanziaria, fiscale e legale.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21	Gualtieri & Associati	Exact match	Milan, ItalyHQ recorded Sep 30, 2026	11-50	9 contacts →
	Exact match “Gualtieri & Associati is a financial advisory firm providing banks, financial service providers and industrial conglomerates with financial consulting and corporate finance…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22	Soldiexpert SCF	Exact match	Milan, ItalyHQ recorded Sep 30, 2026	1-10	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 30, 2026 · View company records in RevenueBase
23	Professionisti Associati PER L'impresa-Società Benefit	Exact match	Vicenza, ItalyHQ recorded Sep 30, 2026	11-50	8 contacts →
	Exact match “Siamo una società di consulenza strategica, organizzativa e fiscale, per aziende.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24	Best Planners SCF SRL	Exact match	Bologna, ItalyHQ recorded Sep 30, 2026	1-10	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 30, 2026 · View company records in RevenueBase
25	Crewel SRL	Exact match	Teramo, ItalyHQ recorded Sep 30, 2026	1-10	8 contacts →
	Exact match “Crewel è una società di consulenza che ti supporta nella definizione organica della strategia contenuta all’interno del tuo modello di business consentendone la realizzazione…” 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 384 financial planning consulting firms based in Italy

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Financial planning consulting firms based in Italy at a glance

As of Sep 30, 2026

36.9%Verified-email coverage

7.1%Mobile-number coverage

4.7Average contacts per company

1-10Median size (employees)

15.6%Largest-city concentration · Milan

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

292

11-50

51-200

201-500

Freshness & accuracy

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

Email last verified

Median 32.0d

1870–30

45231–60

2061–90

090–180

1180+

Company record updated

Median 85.0d

00–30

49031–60

45561–90

76590–180

77180+

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 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 660 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.

Financial planning consulting firms by metro

Financial planning consulting firms in Milan60

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 Italy?

RevenueBase identified 384 company matches for financial planning consulting firms 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 consulting firms?

Milan leads with 60 company records, followed by Rome (23) and Turin (13).

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 660 professional contacts with verified work emails tracked across these 384 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.