Company lists · Data refreshed September 2026

Top 22 Financial planning consulting firms based in Milan, Italy

RevenueBase identified 60 financial planning consulting firms headquartered in Milan, Italy as of September 2026 and tracks 413 professional contacts across them, including 180 with verified work emails. Across Italy, Milan is the largest hub for this category.

This list covers financial planning consulting firms headquartered in Milan, Italy, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 30, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 30, 2026 86% judged on-target in blind review
60Companies
413Contacts tracked
180Verified emails
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The 22 largest financial planning consulting firms based in Milan, Italy

Ranked by team size
Top 22 of 60 financial planning consulting firms based in Milan, Italy, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceMilan, ItalyHQ checked Sep 30, 202651-20048 contacts →

Indirect evidence

“deVere Italia S.r.l.”

Source: RevenueBase Database · checked Sep 30, 2026
2Indirect evidenceMilan, ItalyHQ checked Sep 30, 202611-5042 contacts →

Indirect evidence

“Consulenza Finanziaria”

Source: RevenueBase Database · checked Sep 30, 2026
3Partial evidenceMilan, ItalyHQ checked Sep 30, 202611-5041 contacts →

Partial evidence

“C2Partners è una società di consulenza direzionale dedicata ai Financial Services, una realtà dinamica, energica e in forte sviluppo, fortemente orientata all’imprenditorialità.”

Source: RevenueBase Database · checked Sep 30, 2026
4Indirect evidenceMilan, ItalyHQ checked Sep 30, 202611-5022 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 30, 2026
5Indirect evidenceMilan, ItalyHQ checked Sep 30, 202611-5018 contacts →

Indirect evidence

“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)…”

Source: RevenueBase Database · checked Sep 30, 2026
6Indirect evidenceMilan, ItalyHQ checked Sep 30, 202611-5017 contacts →

Indirect evidence

“Siamo una società di consulenza fiscale, aziendale e manageriale con sede principalmente a Milano - Torino - Cosenza.”

Source: RevenueBase Database · checked Sep 30, 2026
7Indirect evidenceMilan, ItalyHQ checked Sep 30, 202611-5017 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 30, 2026
8Indirect evidenceMilan, ItalyHQ checked Sep 30, 202611-5016 contacts →

Indirect evidence

“Fidinam offre servizi di consulenza continuativa o una tantum ai propri clienti, persone fisiche o società, offrendo loro supporto e consulenza fiscale - domestica ed…”

Source: RevenueBase Database · checked Sep 30, 2026
9Indirect evidenceMilan, ItalyHQ checked Sep 30, 202611-5015 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 30, 2026
10Strong evidenceMilan, ItalyHQ checked Sep 30, 202611-509 contacts →

Strong evidence

“Gualtieri & Associati is a financial advisory firm providing banks, financial service providers and industrial conglomerates with financial consulting and corporate finance…”

Source: RevenueBase Database · checked Sep 30, 2026
11Indirect evidenceMilan, ItalyHQ checked Sep 30, 20261-109 contacts →

Indirect evidence

“Fra i primi in Italia a offrire ai risparmiatori una consulenza non fintamente attiva e non in conflitto d'interessi.”

Source: RevenueBase Database · checked Sep 30, 2026
12Indirect evidenceMilan, ItalyHQ checked Sep 30, 20261-107 contacts →

Indirect evidence

“Panrhema SCF è una Società di Consulenza Finanziaria Indipendente che opera nell’interesse esclusivo dei propri clienti privati e istituzionali.”

Source: RevenueBase Database · checked Sep 30, 2026
13Indirect evidenceMilan, ItalyHQ checked Sep 30, 20261-106 contacts →

Indirect evidence

“Meridian è una società di consulenza finanziaria indipendente – iscritta nella sezione delle Società di Consulenza Finanziaria dell’Albo Unico dei consulenti Finanziari.”

Source: RevenueBase Database · checked Sep 30, 2026
14Indirect evidenceMilan, ItalyHQ checked Sep 30, 202611-506 contacts →

Indirect evidence

“Il nostro Studio offre consulenza in ambito fiscale, societario e legale a imprese e persone fisiche.”

Source: RevenueBase Database · checked Sep 30, 2026
15Indirect evidenceMilan, ItalyHQ checked Sep 30, 202611-506 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 30, 2026
16Strong evidenceMilan, ItalyHQ checked Sep 30, 20261-105 contacts →

Strong evidence

“Seven Capital Partners is a financial consulting firm operating in corporate finance: non-standard solutions for complex special financing projects, mostly non-public, that mark…”

Source: RevenueBase Database · checked Sep 30, 2026
17Indirect evidenceMilan, ItalyHQ checked Sep 30, 202611-504 contacts →

Indirect evidence

“Siamo una azienda con 50 anni di storia, solide basi costituite dai valori dei fondatori, una struttura patrimoniale consolidata nel tempo, partecipazioni in svariate altre…”

Source: RevenueBase Database · checked Sep 30, 2026
18Indirect evidenceMilan, ItalyHQ checked Sep 30, 20261-103 contacts →

Indirect evidence

“Acquisizioni, fusioni, finanza d'impresa.”

Source: RevenueBase Database · checked Sep 30, 2026
19Strong evidenceMilan, ItalyHQ checked Sep 30, 20261-103 contacts →

Strong evidence

“Morgan Vonwiller Italy is a consulting & financial advisor based in Milan.”

Source: RevenueBase Database · checked Sep 30, 2026
20Indirect evidenceMilan, ItalyHQ checked Sep 30, 20261-102 contacts →

Indirect evidence

“Lo Studio di Consulenza Circosta si trova a Milano e intende supportare le esigenze dei privati e delle imprese al fine di tutelare i loro diritti e fornire un servizio di…”

Source: RevenueBase Database · checked Sep 30, 2026
21Partial evidenceMilan, ItalyHQ checked Sep 30, 202611-502 contacts →

Partial evidence

“A point of reference in the field of financial advisory, a valid support for families, entrepreneurs and institutions.”

Source: RevenueBase Database · checked Sep 30, 2026
22Indirect evidenceMilan, ItalyHQ checked Sep 30, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 30, 2026

Showing 22 of 60 financial planning consulting firms based in Milan, Italy

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Financial planning consulting firms based in Milan, Italy at a glance

As of Sep 30, 2026
43.6%Verified-email coverage
6.9Average contacts per company
1-10Median size (employees)
Sep 30, 2026Page data refreshed

Companies by employee count

1-10
34
11-50
23
51-200
2
201-500
1

Email recency for this list is measured across the whole Italy list rather than for Milan, so it is reported there. Company counts and contact totals on this page are exact for Milan, over 60 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial planning consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Milan, Italy whose own description of what they do matches “financial planning consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial planning consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among financial planning consulting firms, and records with no verified work email. Companies headquartered outside Milan are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 180 across the full list. 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.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial planning consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many financial planning consulting firms are there based in Milan, Italy?

RevenueBase identified 60 financial planning consulting firms headquartered in Milan, Italy as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Devere Italia, headquartered in Milan, tops this list with the largest team on record.

Which city in Italy has the most financial planning consulting firms?

Milan leads Italy with 60 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 180 verified decision-maker contacts tracked across these 60 companies.

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 Smart Search, 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.