Company lists · Data refreshed September 2026
Top 21 Financial services consultants based in Colombia
RevenueBase identified 211 financial services consultants headquartered in Colombia as of September 2026 and tracks 891 professional contacts across them, including 35 with verified work emails. Bogota is the largest hub.
This list covers financial services consultants headquartered in Colombia, 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 16, 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.
The 21 largest financial services consultants based in Colombia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 23 contacts → | ||||
Partial evidence “Nos especializamos en tu empresa para brindarte la mejor asesoría contable, financiera y tributaria con un acompañamiento de principio a fin.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 2 | 16 contacts → | ||||
Partial evidence “Values is a consulting Company focused in Financial Management and Investment Banking helping enterprises to optimize and accomplish financial resources (capital-raising, equity…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 3 | 15 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 4 | 14 contacts → | ||||
Partial evidence “Te apoyamos en tener la libertad financiera que siempre has deseado.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 5 | 12 contacts → | ||||
Partial evidence “Con más de 20 años de experiencia en el sector financiero y asegurador, PLAnnERS ofrece consultoría en planeación financiera y patrimonial a las personas y sus familias.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 6 | 12 contacts → | ||||
Partial evidence “EFP Consultores es una empresa que realiza asesoría en finanzas personales, buscando el bienestar financiero de nuestros clientes y sus familias.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 7 | 8 contacts → | ||||
Partial evidence “At Trust Investment, we offer strategic and customized financial solutions designed to drive stability and sustainable growth for our clients.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7 contacts → | ||||
Partial evidence “We are not only an organization that provides advisory services in different fields, instead, we apply our knowledge and expertise to help you achieve your financial goals in an…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 contacts → | ||||
Partial evidence “Somos una Banca de inversión y una firma de consultoría con un equipo profesional en temas financieros, tributarios, contables y legales, con gran trayectoria y experiencia en…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 10 | 7 contacts → | ||||
Indirect evidence “Somos aliados de empresarios y emprendedores en el manejo inteligente de sus finanzas.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 11 | 7 contacts → | ||||
Indirect evidence “Nuestra empresa tiene por misión, acompañar a nuestros clientes a cumplir sus principales objetivos de crecimiento y protección patrimonial; incorporamos a nuestro portafolio de…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6 contacts → | ||||
Partial evidence “Somos un grupo de consultores con amplia experiencia y formación académica en los ámbitos de la gestión financiera, la valoración de empresas y la valoración y comercialización…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 contacts → | ||||
Partial evidence “Somos una firma que integra servicios financieros y consultoría tributaria, cubriendo las dos áreas bajo una misma sombrilla.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Partial evidence “Valoración de Empresas, Fusiones y Adquisiciones, Consultoría Financiera, Plan de Mejora de Utilidades, Planeación Financiera, Gestión de Capital.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Indirect evidence “Gómez Montes Asesores de Seguros es una firma con sede en Medellín, especializada en asesoría, estructuración y administración de programas de seguros para personas, familias y…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “Asesoramos a empresarios a tomar control de sus finanzas” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Indirect evidence “Consultoría pensional.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect evidence “InterQ S.A.S.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Partial evidence “Vinco es una firma independiente de asesorías en Gestión de Riesgos y portafolios de inversión; Enfocada en administración de riesgos financieros (Cambiarios, Swaps, Tasas de…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
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 services consultants. 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 services consultants.
- Partial evidence
- Its own public description names part of financial services consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial services consultants. 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 21 of 211 financial services consultants based in Colombia
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Financial services consultants based in Colombia at a glance
As of Sep 16, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Colombia, so it is reported there. Company counts and contact totals on this page are exact for Colombia, over 211 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 services consultants, 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 Colombia whose own description of what they do matches “financial services consultants”. 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 services consultants), 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 services consultants, and records with no verified work email. Companies headquartered outside Colombia 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, 35 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 16, 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 services consultants by metro
- Financial services consultants in Bogota76
- Financial services consultants in Medellin30
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 services consultants, 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 services consultants are there based in Colombia?
RevenueBase identified 211 financial services consultants headquartered in Colombia 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?
Backstartup, headquartered in Bogota, tops this list with the largest team on record.
Which city has the most financial services consultants?
Bogota leads with 76 headquartered companies, followed by Medellin (30) and Cali (11).
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 35 verified decision-maker contacts tracked across these 211 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 16, 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.
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