Company lists · Data refreshed September 2026

Top 25 Financial planning consulting firms based in Mexico

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

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 471 companies tracked

RevenueBase identified 471 financial planning consulting firms headquartered in Mexico as of September 2026 and tracks 2,263 professional contacts across them, including 125 with verified work emails and 16 with mobile numbers. Mexico City is the largest hub.

This list covers financial planning consulting firms headquartered in Mexico, 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

471Companies

2,263Contacts tracked

125Verified emails

16Mobile numbers

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The 25 largest financial planning consulting firms based in Mexico

Ranked by team size

Top 25 of 471 financial planning consulting firms based in Mexico, 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Garrido Licona Y Asociados S.C	Partial evidence	México, MexicoHQ checked Sep 30, 2026	201-500	233 contacts →
	Partial evidence “Nuestra misión es brindar asesoría fiscal, legal, financiera y de negocios a empresas nacionales e internacionales y nos caracterizamos por lograr “Resultados Óptimos” y brindar…” Source: RevenueBase Database · checked Sep 30, 2026
2	International Advisor LTD	Partial evidence	Polanco, MexicoHQ checked Sep 30, 2026	11-50	93 contacts →
	Partial evidence “International Advisors is an independant firm of International Financial Advisors.” Source: RevenueBase Database · checked Sep 30, 2026
3	Finestra Cultura Financiera	Partial evidence	Zapopan Jalisco, MexicoHQ checked Sep 30, 2026	51-200	87 contacts →
	Partial evidence “FINESTRA es una empresa de consultoría financiera enfocada a lograr el éxito financiero de sus clientes.” Source: RevenueBase Database · checked Sep 30, 2026
4	Sigmacap	Indirect evidence	Doctores, MexicoHQ checked Sep 30, 2026	501-1,000	29 contacts →
	Indirect evidence “Cada día es más y más complicado encontrar un consultor que vele por tus intereses y no por los intereses económicos.” Source: RevenueBase Database · checked Sep 30, 2026
5	Trabado 360	Partial evidence	MexicoHQ checked Sep 30, 2026	11-50	27 contacts →
	Partial evidence “Consultoría de Planeación Financiera Integral, con gran prestigio y altos estándares de desempeño, calidad y capacitación, enfocada a realizar análisis especializados…” Source: RevenueBase Database · checked Sep 30, 2026
6	Invervá Soluciones	Partial evidence	Mexico City, MexicoHQ checked Sep 30, 2026	51-200	21 contacts →
	Partial evidence “Somos un grupo de asesores financieros independientes que se encargan de orientar y/o preparar económicamente a la gente para cuando más lo necesita, nuestra meta es brindarle las…” Source: RevenueBase Database · checked Sep 30, 2026
7	Elan Protección Patrimonial	Partial evidence	Zapopan, MexicoHQ checked Sep 30, 2026	11-50	20 contacts →
	Partial evidence “ELAN es un despacho de consultoría de protección patrimonial y orientación financiera, con +8 años de experiencia en el mercado asegurador y de inversiones patrimoniales.” Source: RevenueBase Database · checked Sep 30, 2026
8	Aptia Bienestar Financiero	Partial evidence	México, MexicoHQ checked Sep 30, 2026	11-50	20 contacts →
	Partial evidence “Despacho de asesoría e intermediación financiera, que ofrece a empresas y personas físicas soluciones sobre seguros, inversión y estrategias de retiro.” Source: RevenueBase Database · checked Sep 30, 2026
9	Realigo	Partial evidence	San Pedro Garza Garcia, MexicoHQ checked Sep 30, 2026	11-50	17 contacts →
	Partial evidence “Realigo es una firma de asesores profesionales, especializada en consultoría financiera y patrimonial para personas físicas y morales.” Source: RevenueBase Database · checked Sep 30, 2026
10	LOS 7 Dogos	Indirect evidence	Tlajomulco, MexicoHQ checked Sep 30, 2026	11-50	14 contacts →
	Indirect evidence “Negocio Propio” Source: RevenueBase Database · checked Sep 30, 2026
11	Mapeg Consultores	Partial evidence	Miguel Hidalgo, MexicoHQ checked Sep 30, 2026	11-50	11 contacts →
	Partial evidence “MAPEG CONSULTORES es socio comercial de Prudential Seguros México, y nos especializamos en consultoría de análisis financiero individual para protección familiar.” Source: RevenueBase Database · checked Sep 30, 2026
12	WLT Partners	Indirect evidence	Miguel Hidalgo, MexicoHQ checked Sep 30, 2026	1-10	10 contacts →
	Indirect evidence “El principal objetivo de WLT Partners es entender las necesidades de nuestros clientes.” Source: RevenueBase Database · checked Sep 30, 2026
13	Buhox W	Partial evidence	Monterrey, MexicoHQ checked Sep 30, 2026	1-10	9 contacts →
	Partial evidence “Asesores en Inversiones \| Para los individuos o familias que busquen una inversión para el largo plazo y un acompañamiento en las decisiones financieras más importantes” Source: RevenueBase Database · checked Sep 30, 2026
14	SFA Consultores SC	Strong evidence	Federal District, MexicoHQ checked Sep 30, 2026	1-10	7 contacts →
	Strong evidence “SFA is a financial consulting firm established at the beginning of 1997, specializing in Mergers, Acquisitions, Private Equity Placements and Corporate Finance.” Source: RevenueBase Database · checked Sep 30, 2026
15	Atman Financial Consultancy	Partial evidence	Mexico D.f, MexicoHQ checked Sep 30, 2026	1-10	7 contacts →
	Partial evidence “From Estate planning to Life Insurance, Retirement options or Private Banking, we are here to help.” Source: RevenueBase Database · checked Sep 30, 2026
16	neek.mx	Indirect evidence	Monterrey, MexicoHQ checked Sep 30, 2026	1-10	6 contacts →
	Indirect evidence “Neek es un servicio de asesoría especializada en finanzas personales, buscando crear un estilo de vida que te permita lograr metas a largo plazo, aprovechando los beneficios de…” Source: RevenueBase Database · checked Sep 30, 2026
17	Grupo Mtzb	Indirect evidence	Naucalpan, MexicoHQ checked Sep 30, 2026	201-500	6 contacts →
	Indirect evidence “Hands on investment firm” Source: RevenueBase Database · checked Sep 30, 2026
18	OAV Consultores	Indirect evidence	Guadalajara, MexicoHQ checked Sep 30, 2026	1-10	6 contacts →
	Indirect evidence “En OAV Consultores, estamos comprometidos con el crecimiento sostenido de nuestros clientes, ofreciendo asesorías integrales que deriven en la optimización de sus recursos…” Source: RevenueBase Database · checked Sep 30, 2026
19	R2 Responsible Research	Partial evidence	Álvaro Obregón, MexicoHQ checked Sep 30, 2026	11-50	5 contacts →
	Partial evidence “Founded in México in 2016 by experienced professionals, R^2 Responsible Research specializes in providing financial advisory, valuation services, investor relations advisory as…” Source: RevenueBase Database · checked Sep 30, 2026
20	Vidaplan	Strong evidence	Granada, MexicoHQ checked Sep 30, 2026	1-10	5 contacts →
	Strong evidence “Vida Plan is a consulting firm that offers an integral financial planning diagnosis specially designed to meet client´s needs.” Source: RevenueBase Database · checked Sep 30, 2026
21	Ghana-Planning	Indirect evidence	Mexico City, MexicoHQ checked Sep 30, 2026	1-10	5 contacts →
	Indirect evidence “Somos un despacho certificado por CNSF especializado en brindar asesoría de alto nivel en finanzas personales, y patrimoniales.” Source: RevenueBase Database · checked Sep 30, 2026
22	Avere Fiducia	Indirect evidence	Chihuahua, MexicoHQ checked Sep 30, 2026	1-10	4 contacts →
	Indirect evidence “Avere Fiducia es una consultoría de negocios con amplia experiencia en: •Contabilidad •Impuestos Corporativos •Servicios Legales •Proyectos de Inversión •Finanzas Corporativas” Source: RevenueBase Database · checked Sep 30, 2026
23	Pragmus MX	Partial evidence	MexicoHQ checked Sep 30, 2026	1-10	4 contacts →
	Partial evidence “Private Consulting in business optimization IT, Comercial and administration advisor Personal Finance Advisor” Source: RevenueBase Database · checked Sep 30, 2026
24	Idea Y Estrategia Consultores	Partial evidence	Mexico City, MexicoHQ checked Sep 30, 2026	1-10	3 contacts →
	Partial evidence “Somos un grupo de profesionales con socios que tienen más de 30 años de experiencia en el sector financiero asesorando desde startups, pymes, pequeñas, medianas y grandes…” Source: RevenueBase Database · checked Sep 30, 2026
25	Waspert Consultoría Financiera	Indirect evidence	MexicoHQ checked Sep 30, 2026	11-50	3 contacts →
	Indirect evidence “Somos una empresa dedicada a la asesoría de personas físicas y morales en la contratación y manejo de seguros, fianzas, fondos de inversión, impuestos, productos bancarios y Afore.” Source: RevenueBase Database · checked Sep 30, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial planning consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial planning consulting firms.
Partial evidence: Its own public description names part of financial planning consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 471 financial planning consulting firms based in Mexico

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Financial planning consulting firms based in Mexico at a glance

As of Sep 30, 2026

5.5%Verified-email coverage

0.7%Mobile-number coverage

4.8Average contacts per company

1-10Median size (employees)

25.7%Largest-city concentration · Mexico City

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

301

11-50

137

51-200

201-500

501-1,000

Freshness & accuracy

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

Email last verified

Median 32.0d

390–30

8231–60

161–90

090–180

3180+

Company record updated

Median 98.0d

00–30

6431–60

72161–90

1,36090–180

126180+

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 Mexico 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 Mexico 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, 125 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.

Financial planning consulting firms by metro

Financial planning consulting firms in Mexico City121

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 Mexico?

RevenueBase identified 471 financial planning consulting firms headquartered in Mexico 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?

Garrido Licona Y Asociados S.C, headquartered in Mexico, tops this list with the largest team on record.

Which city has the most financial planning consulting firms?

Mexico City leads with 121 headquartered companies, followed by Mexico (30) and Guadalajara (25).

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 125 verified decision-maker contacts tracked across these 471 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.