Company lists · Data refreshed October 2026

Top 25 Financial services investment managers based in Mexico

Name: Financial services investment managers based in Mexico
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 165 companies tracked

RevenueBase identified 165 company matches for financial services investment managers associated with Mexico as of October 2026 and tracks 1,817 professional contacts across them, including 251 with verified work emails. Mexico City is the largest hub.

This list covers company matches for financial services investment managers associated with Mexico, 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 October 12, 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 Oct 12, 2026 How this list was built

165Companies

1,817Contacts tracked

251Verified emails

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The 25 largest financial services investment managers based in Mexico

Ranked by team size

Top 25 of 165 company matches for financial services investment managers based in Mexico, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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	Kempton Asset Management	Exact match	Mexico City, MexicoHQ recorded Oct 12, 2026	n/a	161 contacts →
	Exact match “At Kempton Asset Management, we're dedicated to one goal: delivering exceptional asset management to our clients.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	International Advisor LTD	Exact match	Polanco, MexicoHQ recorded Oct 12, 2026	11-50	95 contacts →
	Exact match “International Advisors is an independant firm of International Financial Advisors.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	MG Capital Asesores, S.A. DE C.V., Asesores EN Inversiones Independientes	Exact match	San Pedro Garza García, MexicoHQ recorded Oct 12, 2026	51-200	67 contacts →
	Exact match “Desde 1995, nos dedicamos a dar un servicio altamente personalizado direccionado a dar soluciones financieras a través de la implementación de estrategias que contribuyan en la…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Finaccess México	Exact match	Polanco, MexicoHQ recorded Oct 12, 2026	11-50	39 contacts →
	Exact match “Finaccess México es una sociedad operadora de fondos de inversión independiente, aprobada por la CNBV y la SHCP.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Evidika	Exact match	Zapopan, MexicoHQ recorded Oct 12, 2026	11-50	33 contacts →
	Exact match “Impulsar la transición hacia la gestión eficiente y sostenible del patrimonio familiar.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Eqqus Wealth Management	Exact match	Zapopan, MexicoHQ recorded Oct 12, 2026	1-10	27 contacts →
	Exact match “En EQQUS, tenemos la misión de descubrir y resolver las necesidades financieras de nuestros clientes.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Aurex Capital	Exact match	San Pedro Garza García, MexicoHQ recorded Oct 12, 2026	51-200	26 contacts →
	Exact match “En Aurex Capital, estamos dedicados a proporcionar una gestión integral de carteras de valores, tomando decisiones de inversión en nombre y por cuenta de nuestros clientes.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Capitel	Exact match	Mexico City, MexicoHQ recorded Oct 12, 2026	11-50	21 contacts →
	Exact match “Capitel is a premier Mexican financial services group offering Investment Banking, Wealth and Asset Management, and Credit solutions.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	MODUM	Exact match	Mexico City, MexicoHQ recorded Oct 12, 2026	11-50	19 contacts →
	Exact match “Modum is an independent, fiduciary, and fee-only wealth advisory firm dedicated to helping clients achieve their financial goals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Sherpa Capital	Exact match	Bosques De Chapultepec, MexicoHQ recorded Oct 12, 2026	11-50	19 contacts →
	Exact match “En Sherpa Capital somos un asesor independiente de inversiones con sede en México, regulado por la CNBV, enfocado en acompañar a clientes privados e institucionales en la…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Aptia Bienestar Financiero	Exact match	México, MexicoHQ recorded Oct 12, 2026	11-50	19 contacts →
	Exact match “Despacho de asesoría e intermediación financiera, que ofrece a empresas y personas físicas soluciones sobre seguros, inversión y estrategias de retiro.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	KUE Capital	Exact match	Bosques De Las Lomas, MexicoHQ recorded Oct 12, 2026	1-10	15 contacts →
	Exact match “KuE Capital is a specialized investment management firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Ruut Acquired	Exact match	Mexico City, MexicoHQ recorded Oct 12, 2026	1-10	11 contacts →
	Exact match “Invest in tailor-made portfolios made by RUUT \| 500 LatAm B19” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Holistic Advisors	Exact match	Monterrey, MexicoHQ recorded Oct 12, 2026	11-50	10 contacts →
	Exact match “Founded in 2023, Holistic Advisors is a wealth management advisory firm, which solves your financial needs through a broad portfolio of investment alternatives.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Graham	Exact match	San Pedro Garza García, MexicoHQ recorded Oct 12, 2026	11-50	9 contacts →
	Exact match “Wealth Management - Asset Management - Private Credit - Private Banking - Business intelligence consulting - Tax planning.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Buhox W	Exact match	Monterrey, MexicoHQ recorded Oct 12, 2026	1-10	8 contacts →
	Exact match “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” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	Orsus Asesoría Patrimonial	Exact match	Mexico City, MexicoHQ recorded Oct 12, 2026	11-50	8 contacts →
	Exact match “Orsus Asesoría Patrimonial es una firma de consultoría financiera y patrimonial con más de 13 de años de experiencia.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Aurum Asesores	Exact match	Miguel Hidalgo, MexicoHQ recorded Oct 12, 2026	11-50	7 contacts →
	Exact match “Somos una firma de asesores patrimoniales especializada en diseñar estrategias financieras que generan protección, crecimiento y tranquilidad a largo plazo.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Everest Wealth Management Consulting Firm	Exact match	Cuajimalpa De Morelos, MexicoHQ recorded Oct 12, 2026	11-50	6 contacts →
	Exact match “Our team has extensive experience in different areas at many financial institutions, which helps us to have a clear knowledge of the financial market in a 360º scenario to meet…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Lowen Haus Wealth Management	Exact match	Zapopan, MexicoHQ recorded Oct 12, 2026	1-10	5 contacts →
	Exact match “Cuidamos lo que has construido.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Private Capital México	Exact match	MexicoHQ recorded Oct 12, 2026	1-10	5 contacts →
	Exact match “Private Capital Management SAPI de CV (Private Capital) is a Financial Advisory based in Mexico City.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	Autem Asset Management	Exact match	Bosques De Las Lomas, MexicoHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “Autem es una firma de asesoría en inversiones con un modelo de negocio que nos da independencia para trabajar con diferentes Instituciones Financieras, buscando las mejores…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	MS Advisors Wealth Management	Exact match	Miguel Hidalgo, MexicoHQ recorded Oct 12, 2026	11-50	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Abeona Capital	Exact match	Reforma Social, MexicoHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “Abeona Capital es una firma privada de banca de inversión, asesoría financiera y gestión de portafolios.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	ADN Risk Solutions	Exact match	Huixquilucan, MexicoHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “Asesores financieros patrimoniales, especialistas en seguros, gastos médicos mayores, planes de ahorro, inversiones y cripto activos.” Recorded in the RevenueBase company graph · Oct 12, 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 services investment managers”. 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 165 financial services investment managers based in Mexico

See the full list, filter by size, metro and specialty, and access 251 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services investment managers based in Mexico at a glance

As of Oct 12, 2026

13.8%Verified-email coverage

11.0Average contacts per company

1-10Median size (employees)

26.1%Largest-city concentration · Mexico City

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured worldwide rather than for Mexico, so it is reported there. Company counts and contact totals on this page are exact for Mexico, over 165 companies.

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 Mexico whose business descriptions match “financial services investment managers” 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 251 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 October 12, 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 services investment managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services investment managers are there based in Mexico?

RevenueBase identified 165 company matches for financial services investment managers associated with Mexico as of October 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?

Kempton Asset Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial services investment managers?

Mexico City leads with 43 company records, followed by San Pedro Garza Garcia (10) and Mexico (9).

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 251 professional contacts with verified work emails tracked across these 165 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 October 12, 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.