Company lists · Data refreshed September 2026
Top 16 Goal-based investment advisors based in Uruguay
RevenueBase identified 30 company matches for goal-based investment advisors associated with Uruguay as of September 2026 and tracks 401 professional contacts across them, including 164 with verified work emails. Montevideo is the largest hub.
This list covers company matches for goal-based investment advisors associated with Uruguay, 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 September 20, 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.
The 16 largest goal-based investment advisors based in Uruguay
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 176 contacts → | ||||
Exact match “Criteria es, en esencia, su gente.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 53 contacts → | ||||
Exact match “Somos una compañía independiente de gestión de activos patrimoniales, con sede en Montevideo y presencia regional, especializada en asesorar a nuestros clientes individuales e…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 27 contacts → | ||||
Exact match “El significado de nuestro nombre es de vital importancia para la relación con nuestro cliente.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 15 contacts → | ||||
Exact match “Paullier fue fundada el 26 de marzo de 1904 en Uruguay por Don Víctor Paullier Barruetabeña.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 15 contacts → | ||||
Exact match “Acompañamos tu crecimiento, cuidamos tu futuro.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 13 contacts → | ||||
Exact match “Advise Wealth Management is a corporation regulated and supervised as an investment advisor by the Central Bank of Uruguay.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 9 contacts → | ||||
Exact match “Nuestra función es proporcionar un servicio integral de excelencia a Ultra High Net Worth Individuals y Family Offices.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 9 contacts → | ||||
Exact match “Contamos con un equipo de profesionales con amplia experiencia en asesoramiento y administración de inversiones, guiados por valores clave como la transparencia, la ética y el…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 6 contacts → | ||||
Exact match “En Compañía de Valores Pérez Marexiano Sociedad de Bolsa S.A buscamos acompañarte en el proceso de inversión para poder hacer crecer tus ahorros.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match “We advise people in managing their financial assets safely and efficiently through a plan tailored to their needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “Nuestra empresa nace con el objetivo de ser una firma global para brindar asesoramiento financiero y gestión patrimonial a clientes privados, corporativos e institucionales.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “Somos un equipo de profesionales de excelencia enfocados en el cuidado y crecimiento patrimonial.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “Fedus S.A.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “Al invertir se obtienen retornos y existen costos.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match “SURA Asset Management Uruguay es propiedad de la compañía multilatina SURA Asset Management, filial de Grupo SURA.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “ATHLONE PARTNERS es una empresa dedicada a brindar servicios de gestión patrimonial Nuestro objetivo es ayudar a individuos, familias e instituciones a alcanzar sus metas de…” Recorded in the RevenueBase company graph · Sep 20, 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 “goal-based investment advisors”. 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 16 of 30 goal-based investment advisors based in Uruguay
See the full list, filter by size, metro and specialty, and access 164 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Goal-based investment advisors based in Uruguay at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Uruguay, so it is reported there. Company counts and contact totals on this page are exact for Uruguay, over 30 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 Uruguay whose business descriptions match “goal-based investment advisors” 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 164 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 September 20, 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 “goal-based investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many goal-based investment advisors are there based in Uruguay?
RevenueBase identified 30 company matches for goal-based investment advisors associated with Uruguay as of September 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?
Criteria tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most goal-based investment advisors?
Montevideo leads with 26 company records, followed by Ciudad De La Costa (1) and Punta Del Este (1).
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 164 professional contacts with verified work emails tracked across these 30 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 September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 30 goal-based investment advisors based in Uruguay. 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 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.
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
Company intelligence · public preview
Top 16 goal-based investment advisors based in Uruguay
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 30 matching company records for goal-based investment advisors based in Uruguay, with 401 tracked contacts and 164 verified work emails.
This public preview shows 16 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 16 goal-based investment advisors based in Uruguay
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Criteriacriterialatam.comHQ: Montevideo, UruguayReported employees: 51-200 | Montevideo, Uruguay | 51-200 | Exact match | 176 contacts → |
“Criteria es, en esencia, su gente.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Gletir Corredor DE Bolsa S.Agletir.comHQ: Montevideo, UruguayReported employees: 11-50 | Montevideo, Uruguay | 11-50 | Exact match | 53 contacts → |
“Somos una compañía independiente de gestión de activos patrimoniales, con sede en Montevideo y presencia regional, especializada en asesorar a nuestros clientes individuales e…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Quest Andbank Wealth Managersquestadvisers.comHQ: Montevideo, UruguayReported employees: 11-50 | Montevideo, Uruguay | 11-50 | Exact match | 27 contacts → |
“El significado de nuestro nombre es de vital importancia para la relación con nuestro cliente.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Paullierpaullier.comHQ: Carrasco, UruguayReported employees: 11-50 | Carrasco, Uruguay | 11-50 | Exact match | 15 contacts → |
“Paullier fue fundada el 26 de marzo de 1904 en Uruguay por Don Víctor Paullier Barruetabeña.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Beca Advisorsbecaadvisors.comHQ: Montevideo, UruguayReported employees: 1-10 | Montevideo, Uruguay | 1-10 | Exact match | 15 contacts → |
“Acompañamos tu crecimiento, cuidamos tu futuro.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Advise Wealth Managementadvisewm.comHQ: Montevideo, UruguayReported employees: 11-50 | Montevideo, Uruguay | 11-50 | Exact match | 13 contacts → |
“Advise Wealth Management is a corporation regulated and supervised as an investment advisor by the Central Bank of Uruguay.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  BP Alpha Agente DE Valores S.Abpalpha.comHQ: Zonamerica, UruguayReported employees: 11-50 | Zonamerica, Uruguay | 11-50 | Exact match | 9 contacts → |
“Nuestra función es proporcionar un servicio integral de excelencia a Ultra High Net Worth Individuals y Family Offices.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Holistic Advisors SAholisticadvisors.netHQ: Montevideo, UruguayReported employees: 11-50 | Montevideo, Uruguay | 11-50 | Exact match | 9 contacts → |
“Contamos con un equipo de profesionales con amplia experiencia en asesoramiento y administración de inversiones, guiados por valores clave como la transparencia, la ética y el…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Pérez Marexiano Sociedad DE Bolsaperezmarexiano.com HQ: Montevideo, UruguayReported employees: 1-10 | Montevideo, Uruguay | 1-10 | Exact match | 6 contacts → |
“En Compañía de Valores Pérez Marexiano Sociedad de Bolsa S.A buscamos acompañarte en el proceso de inversión para poder hacer crecer tus ahorros.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Shellman Wealthshellmanwealth.comHQ: Montevideo, UruguayReported employees: 1-10 | Montevideo, Uruguay | 1-10 | Exact match | 5 contacts → |
“We advise people in managing their financial assets safely and efficiently through a plan tailored to their needs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Roble Capital Wealth Managementroblecapital.netHQ: Montevideo, UruguayReported employees: 1-10 | Montevideo, Uruguay | 1-10 | Exact match | 5 contacts → |
“Nuestra empresa nace con el objetivo de ser una firma global para brindar asesoramiento financiero y gestión patrimonial a clientes privados, corporativos e institucionales.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Grapheno Advisorsgraphenoadvisors.com HQ: Montevideo, UruguayReported employees: 1-10 | Montevideo, Uruguay | 1-10 | Exact match | 4 contacts → |
“Somos un equipo de profesionales de excelencia enfocados en el cuidado y crecimiento patrimonial.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Fedus Wealth Managementfedus.com.uyHQ: Montevideo, UruguayReported employees: 11-50 | Montevideo, Uruguay | 11-50 | Exact match | 2 contacts → |
“Fedus S.A.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Olivo Investolivoinvest.com HQ: Montevideo, UruguayReported employees: 1-10 | Montevideo, Uruguay | 1-10 | Exact match | 2 contacts → |
“Al invertir se obtienen retornos y existen costos.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Sura Uruguaysura.com.uy HQ: Montevideo, UruguayReported employees: 51-200 | Montevideo, Uruguay | 51-200 | Exact match | 1 contacts → |
“SURA Asset Management Uruguay es propiedad de la compañía multilatina SURA Asset Management, filial de Grupo SURA.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Athlone Partnersathlone-partners.comHQ: Montevideo, UruguayReported employees: 1-10 | Montevideo, Uruguay | 1-10 | Exact match | 1 contacts → |
“ATHLONE PARTNERS es una empresa dedicada a brindar servicios de gestión patrimonial Nuestro objetivo es ayudar a individuos, familias e instituciones a alcanzar sus metas de…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 30 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Goal-based investment advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
30 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Uruguay, so it is reported there. Company counts and contact totals on this page are exact for Uruguay, over 30 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for goal-based investment advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many goal-based investment advisors did RevenueBase find based in Uruguay?
The saved snapshot records 30 matching company records, 401 tracked contacts and 164 verified emails. The public preview displays 16 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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
Cite this list
RevenueBase Data Team. Top 16 goal-based investment advisors based in Uruguay. Snapshot: September 20, 2026. https://revenuebase.ai/companies/goal-based-investment-advisors/uruguay.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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
Company intelligence · public preview
Top 16 goal-based investment advisors based in Uruguay
RevenueBase records 30 matching company records for goal-based investment advisors based in Uruguay, with 401 tracked contacts and 164 verified work emails.
This public preview shows 16 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 16 goal-based investment advisors based in Uruguay
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Criteriacriterialatam.com HQ: Montevideo, UruguayReported employees: 51-200 | Montevideo, Uruguay | 51-200 | Exact match | 176 contacts → |
“Criteria es, en esencia, su gente.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Gletir Corredor DE Bolsa S.Agletir.com HQ: Montevideo, UruguayReported employees: 11-50 | Montevideo, Uruguay | 11-50 | Exact match | 53 contacts → |
“Somos una compañía independiente de gestión de activos patrimoniales, con sede en Montevideo y presencia regional, especializada en asesorar a nuestros clientes individuales e…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Quest Andbank Wealth Managersquestadvisers.com HQ: Montevideo, UruguayReported employees: 11-50 | Montevideo, Uruguay | 11-50 | Exact match | 27 contacts → |
“El significado de nuestro nombre es de vital importancia para la relación con nuestro cliente.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Paullierpaullier.com HQ: Carrasco, UruguayReported employees: 11-50 | Carrasco, Uruguay | 11-50 | Exact match | 15 contacts → |
“Paullier fue fundada el 26 de marzo de 1904 en Uruguay por Don Víctor Paullier Barruetabeña.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Beca Advisorsbecaadvisors.com HQ: Montevideo, UruguayReported employees: 1-10 | Montevideo, Uruguay | 1-10 | Exact match | 15 contacts → |
“Acompañamos tu crecimiento, cuidamos tu futuro.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Advise Wealth Managementadvisewm.com HQ: Montevideo, UruguayReported employees: 11-50 | Montevideo, Uruguay | 11-50 | Exact match | 13 contacts → |
“Advise Wealth Management is a corporation regulated and supervised as an investment advisor by the Central Bank of Uruguay.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | BP Alpha Agente DE Valores S.Abpalpha.com HQ: Zonamerica, UruguayReported employees: 11-50 | Zonamerica, Uruguay | 11-50 | Exact match | 9 contacts → |
“Nuestra función es proporcionar un servicio integral de excelencia a Ultra High Net Worth Individuals y Family Offices.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Holistic Advisors SAholisticadvisors.net HQ: Montevideo, UruguayReported employees: 11-50 | Montevideo, Uruguay | 11-50 | Exact match | 9 contacts → |
“Contamos con un equipo de profesionales con amplia experiencia en asesoramiento y administración de inversiones, guiados por valores clave como la transparencia, la ética y el…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Pérez Marexiano Sociedad DE Bolsaperezmarexiano.com HQ: Montevideo, UruguayReported employees: 1-10 | Montevideo, Uruguay | 1-10 | Exact match | 6 contacts → |
“En Compañía de Valores Pérez Marexiano Sociedad de Bolsa S.A buscamos acompañarte en el proceso de inversión para poder hacer crecer tus ahorros.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Shellman Wealthshellmanwealth.com HQ: Montevideo, UruguayReported employees: 1-10 | Montevideo, Uruguay | 1-10 | Exact match | 5 contacts → |
“We advise people in managing their financial assets safely and efficiently through a plan tailored to their needs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Roble Capital Wealth Managementroblecapital.net HQ: Montevideo, UruguayReported employees: 1-10 | Montevideo, Uruguay | 1-10 | Exact match | 5 contacts → |
“Nuestra empresa nace con el objetivo de ser una firma global para brindar asesoramiento financiero y gestión patrimonial a clientes privados, corporativos e institucionales.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Grapheno Advisorsgraphenoadvisors.com HQ: Montevideo, UruguayReported employees: 1-10 | Montevideo, Uruguay | 1-10 | Exact match | 4 contacts → |
“Somos un equipo de profesionales de excelencia enfocados en el cuidado y crecimiento patrimonial.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Fedus Wealth Managementfedus.com.uy HQ: Montevideo, UruguayReported employees: 11-50 | Montevideo, Uruguay | 11-50 | Exact match | 2 contacts → |
“Fedus S.A.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Olivo Investolivoinvest.com HQ: Montevideo, UruguayReported employees: 1-10 | Montevideo, Uruguay | 1-10 | Exact match | 2 contacts → |
“Al invertir se obtienen retornos y existen costos.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Sura Uruguaysura.com.uy HQ: Montevideo, UruguayReported employees: 51-200 | Montevideo, Uruguay | 51-200 | Exact match | 1 contacts → |
“SURA Asset Management Uruguay es propiedad de la compañía multilatina SURA Asset Management, filial de Grupo SURA.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Athlone Partnersathlone-partners.com HQ: Montevideo, UruguayReported employees: 1-10 | Montevideo, Uruguay | 1-10 | Exact match | 1 contacts → |
“ATHLONE PARTNERS es una empresa dedicada a brindar servicios de gestión patrimonial Nuestro objetivo es ayudar a individuos, familias e instituciones a alcanzar sus metas de…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 30 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Goal-based investment advisors: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
30 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Uruguay, so it is reported there. Company counts and contact totals on this page are exact for Uruguay, over 30 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for goal-based investment advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many goal-based investment advisors did RevenueBase find based in Uruguay?
The saved snapshot records 30 matching company records, 401 tracked contacts and 164 verified emails. The public preview displays 16 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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
Cite this list
RevenueBase Data Team. Top 16 goal-based investment advisors based in Uruguay. Snapshot: September 20, 2026. https://revenuebase.ai/companies/goal-based-investment-advisors/uruguay.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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