Company lists · Data refreshed September 2026
Top 25 Goal-based investment advisors based in Mexico
RevenueBase identified 342 goal-based investment advisors headquartered in Mexico as of September 2026 and tracks 7,538 professional contacts across them, including 272 with verified work emails. Ciudad De Mexico is the largest hub.
This list covers goal-based investment advisors 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 19, 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 25 largest goal-based investment advisors based in Mexico
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 3,906 contacts → | ||||
Indirect evidence “En Grupo Financiero Inbursa estamos comprometidos con México, somos un Grupo Financiero que integra el mejor capital humano para cuidar y hacer crecer de la manera más eficaz el…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 1,350 contacts → | ||||
Indirect evidence “Impulsamos los sueños de nuestros clientes, resolviendo necesidades financieras con sentido humano.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 101 contacts → | ||||
Indirect evidence “Proyecta Tu Futuro es una empresa 100% potosina de asesoría financiera personal.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 93 contacts → | ||||
Partial evidence “International Advisors is an independant firm of International Financial Advisors.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 87 contacts → | ||||
Indirect evidence “FINESTRA es una empresa de consultoría financiera enfocada a lograr el éxito financiero de sus clientes.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 76 contacts → | ||||
Indirect evidence “Grupo Unicco está conformado por 3 empresas que buscan satisfacer las necesidades de clientes con perfiles diferentes que requieren diversos esquemas financieros que apoyen sus…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 69 contacts → | ||||
Indirect evidence “Somos una Casa de Bolsa joven y dinámica, combinamos experiencia, nuevas ideas y valores con el mejor servicio personalizado.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 66 contacts → | ||||
Indirect evidence “En fóndika creamos estrategias a la medida de tus necesidades de inversión, te brindamos seguridad, experiencia y atención personalizada.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 61 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 36 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 26 contacts → | ||||
Indirect evidence “Somos un grupo en donde lo más importante para nosotros son nuestros clientes, nos centramos en resolver todas sus necesidades financieras y ayudarlos a cumplir sus metas.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 26 contacts → | ||||
Indirect evidence “Somos un equipo de Asesores Patrimoniales que ayudan a sus clientes a alcanzar sus objetivos financieros a corto, mediano y largo plazo en cinco pilares principales de protección…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 25 contacts → | ||||
Indirect evidence “En EQQUS, tenemos la misión de descubrir y resolver las necesidades financieras de nuestros clientes.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 21 contacts → | ||||
Indirect evidence “Impulsar la transición hacia la gestión eficiente y sostenible del patrimonio familiar.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 21 contacts → | ||||
Indirect 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 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 20 contacts → | ||||
Indirect 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 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 20 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 20 contacts → | ||||
Indirect 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 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 18 contacts → | ||||
Strong evidence “Modum is an independent, fiduciary, and fee-only wealth advisory firm dedicated to helping clients achieve their financial goals.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 11 contacts → | ||||
Strong evidence “Founded in 2023, Holistic Advisors is a wealth management advisory firm, which solves your financial needs through a broad portfolio of investment alternatives.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 11 contacts → | ||||
Indirect 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 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 10 contacts → | ||||
Indirect evidence “El principal objetivo de WLT Partners es entender las necesidades de nuestros clientes.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 9 contacts → | ||||
Indirect 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 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 8 contacts → | ||||
Indirect evidence “Orsus Asesoría Patrimonial es una firma de consultoría financiera y patrimonial con más de 13 de años de experiencia.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 7 contacts → | ||||
Indirect evidence “From Estate planning to Life Insurance, Retirement options or Private Banking, we are here to help.” Source: RevenueBase Database · checked Sep 19, 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: goal-based investment advisors. 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 goal-based investment advisors.
- Partial evidence
- Its own public description names part of goal-based investment advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name goal-based investment advisors. 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 342 goal-based investment advisors based in Mexico
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 272 reachable decision-makers.
Free signup · no credit card
Goal-based investment advisors based in Mexico at a glance
As of Sep 19, 2026Companies by employee count
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 342 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 goal-based investment advisors, 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 “goal-based investment advisors”. 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 goal-based investment advisors), 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 goal-based investment advisors, 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, 272 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 19, 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.
Goal-based investment advisors by metro
- Goal-based investment advisors in Ciudad De Mexico65
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 goal-based investment advisors, 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 goal-based investment advisors are there based in Mexico?
RevenueBase identified 342 goal-based investment advisors 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?
Inbursa Grupo Financiero, S.A. DE C.V, headquartered in Leon, tops this list with the largest team on record.
Which city has the most goal-based investment advisors?
Ciudad De Mexico leads with 65 headquartered companies, followed by Cdmx (18) and Mexico (17).
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 272 verified decision-maker contacts tracked across these 342 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 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 342 goal-based investment advisors based in Mexico. Start with a free account, no credit card.
Download this list →Related lists
Goal-based investment advisors by geography
- Goal-based investment advisors based in Adelaide, Australia
- Goal-based investment advisors based in Brisbane City, Australia
- Goal-based investment advisors based in Brisbane, Australia
- Goal-based investment advisors based in Melbourne, Australia
- Goal-based investment advisors based in North Sydney, Australia
- Goal-based investment advisors based in Perth, Australia
- Goal-based investment advisors based in Sydney, Australia
- Goal-based investment advisors based in Belo Horizonte, Brazil
- Goal-based investment advisors based in Campinas, Brazil
- Goal-based investment advisors based in Curitiba, Brazil
- Goal-based investment advisors based in Porto Alegre, Brazil
- Goal-based investment advisors based in Rio De Janeiro, Brazil
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Goal-based investment advisors based in Adelaide, Australia
- Goal-based investment advisors based in Brisbane City, Australia
- Goal-based investment advisors based in Brisbane, Australia
- Goal-based investment advisors based in Melbourne, Australia
- Goal-based investment advisors based in North Sydney, Australia
- Goal-based investment advisors based in Perth, Australia