Company lists · Data refreshed September 2026
Top 17 Goal based wealth management platforms based in Italy
RevenueBase identified 41 company matches for goal based wealth management platforms associated with Italy as of September 2026 and tracks 1,080 professional contacts across them, including 454 with verified work emails. Milan is the largest hub.
This list covers company matches for goal based wealth management platforms associated with Italy, 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 28, 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 17 largest goal based wealth management platforms based in Italy
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 838 contacts → | ||||
Exact match “Un punto di riferimento sul mercato per l’innovazione e per il modello di business unico basato sul binomio tra digitale e relazione, Banca Widiba offre una piattaforma online…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 33 contacts → | ||||
Exact match “Gamma Capital Markets Succursale italiana è formata da un team di professionisti appassionati e metodici nel ricercare le migliori soluzioni di investimento.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 19 contacts → | ||||
Exact match “Plannix is the platform that helps you grow your wealth and secure your financial future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 12 contacts → | ||||
Exact match “Mission: We help people build, manage and protect their wealth by providing them with the tools and information they need to make informed financial decisions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 11 contacts → | ||||
Exact match “ALFA SCF è l’evoluzione del lavoro trentennale di ADB SpA e Lupotto & Partners, pionieri in Italia nella consulenza finanziaria indipendente e pianificazione patrimoniale.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 10 contacts → | ||||
Exact match “Earnext è il punto di riferimento in cui poche piattaforme si incontrano: aggregazione reale e automatica insieme alla pianificazione, pensate per i consulenti del patrimonio…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 10 contacts → | ||||
Exact match “Qadra delivers State-of-the-Art software solutions that improve investment experience for private clients and wealth managers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 9 contacts → | ||||
Exact match “Dal 1996, DBS Group affianca famiglie imprenditoriali, holding familiari e aziende nella protezione, gestione e valorizzazione del patrimonio, con l’obiettivo di garantirne…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 9 contacts → | ||||
Exact match “Fra i primi in Italia a offrire ai risparmiatori una consulenza non fintamente attiva e non in conflitto d'interessi.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 9 contacts → | ||||
Exact match “InvestPlan è una società di consulenza finanziaria indipendente.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 7 contacts → | ||||
Exact match “Klear is an innovative startup reshaping wealth management by providing a fully digital and independent solution.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “FlexGrowth è la piattaforma fintech che ti aiuta a pianificare, investire e raggiungere i tuoi obiettivi finanziari, in modo semplice ed efficace.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “Progettiamo soluzioni applicative in ambito Wealth Tech.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “ClubDeal Digital è la prima piattaforma wealth tech al servizio degli investimenti in private asset.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “Deltahedge è la nuova piattaforma di analisi finanziaria per il wealth management- Valutazione fondi e ETF - Ricerca e comparazione avanzata - Analisi e construzione di…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “VOICES OF WEALTH is the first Market place and Multimedia platform in Europe dedicated to the Digital transformation of the Wealth Management industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “Realizzato su misura per i consulenti finanziari, Relafi semplifica e automatizza le attività quotidiane di gestione delle interazioni con clienti e assistenti.” Recorded in the RevenueBase company graph · Sep 28, 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 wealth management platforms”. 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 17 of 41 goal based wealth management platforms based in Italy
See the full list, filter by size, metro and specialty, and access 454 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Goal based wealth management platforms based in Italy at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Italy, so it is reported there. Company counts and contact totals on this page are exact for Italy, over 41 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 Italy whose business descriptions match “goal based wealth management platforms” 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 454 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 28, 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 wealth management platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many goal based wealth management platforms are there based in Italy?
RevenueBase identified 41 company matches for goal based wealth management platforms associated with Italy 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?
Banca Widiba tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most goal based wealth management platforms?
Milan leads with 19 company records, followed by Rome (3) and Andria (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 454 professional contacts with verified work emails tracked across these 41 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 41 goal based wealth management platforms based in Italy. Start with a free account, no credit card.
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Goal based wealth management platforms by geography
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- Goal based wealth management platforms based in Bordeaux, France
- Goal based wealth management platforms based in Lyon, France
- Goal based wealth management platforms based in Paris, France
- Goal based wealth management platforms based in Hong Kong, Hong Kong
- Goal based wealth management platforms based in Bangalore, India
- Goal based wealth management platforms based in Hyderabad, India
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.
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Company intelligence · public preview
Top 17 goal based wealth management platforms based in Italy
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 41 matching company records for goal based wealth management platforms based in Italy, with 1,080 tracked contacts and 454 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 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 17 goal based wealth management platforms based in Italy
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 |  Banca Widibawidiba.itHQ: Milan, ItalyReported employees: 201-500 | Milan, Italy | 201-500 | Exact match | 838 contacts → |
“Un punto di riferimento sul mercato per l’innovazione e per il modello di business unico basato sul binomio tra digitale e relazione, Banca Widiba offre una piattaforma online…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Gamma Capital Markets Succursale Italianagammamarkets.itHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 33 contacts → |
“Gamma Capital Markets Succursale italiana è formata da un team di professionisti appassionati e metodici nel ricercare le migliori soluzioni di investimento.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Plannixplannix.coHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 19 contacts → |
“Plannix is the platform that helps you grow your wealth and secure your financial future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Tekta Consulting SRLtekta.itHQ: San Romano, ItalyReported employees: 11-50 | San Romano, Italy | 11-50 | Exact match | 12 contacts → |
“Mission: We help people build, manage and protect their wealth by providing them with the tools and information they need to make informed financial decisions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Alfa SCF Società DI Consulenza Finanziaria SPAalfaconsulenza.it HQ: Turin, ItalyReported employees: 11-50 | Turin, Italy | 11-50 | Exact match | 11 contacts → |
“ALFA SCF è l’evoluzione del lavoro trentennale di ADB SpA e Lupotto & Partners, pionieri in Italia nella consulenza finanziaria indipendente e pianificazione patrimoniale.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Earnextearnext.comHQ: Rome, ItalyReported employees: 1-10 | Rome, Italy | 1-10 | Exact match | 10 contacts → |
“Earnext è il punto di riferimento in cui poche piattaforme si incontrano: aggregazione reale e automatica insieme alla pianificazione, pensate per i consulenti del patrimonio…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  QADRAqadra.comHQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 10 contacts → |
“Qadra delivers State-of-the-Art software solutions that improve investment experience for private clients and wealth managers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  DBS Groupdbsgroup.itHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 9 contacts → |
“Dal 1996, DBS Group affianca famiglie imprenditoriali, holding familiari e aziende nella protezione, gestione e valorizzazione del patrimonio, con l’obiettivo di garantirne…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Soldiexpert SCFsoldiexpert.comHQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 9 contacts → |
“Fra i primi in Italia a offrire ai risparmiatori una consulenza non fintamente attiva e non in conflitto d'interessi.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Investplan SCFinvestplan.comHQ: Florence, ItalyReported employees: 1-10 | Florence, Italy | 1-10 | Exact match | 9 contacts → |
“InvestPlan è una società di consulenza finanziaria indipendente.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  KLEARklearfinance.comHQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 7 contacts → |
“Klear is an innovative startup reshaping wealth management by providing a fully digital and independent solution.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Flexwealthflexwealth.vercel.appHQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 5 contacts → |
“FlexGrowth è la piattaforma fintech che ti aiuta a pianificare, investire e raggiungere i tuoi obiettivi finanziari, in modo semplice ed efficace.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Mindovermoneymindovermoney.ioHQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 4 contacts → |
“Progettiamo soluzioni applicative in ambito Wealth Tech.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Clubdeal Digital NOW Weltixclubdealdigital.comHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 4 contacts → |
“ClubDeal Digital è la prima piattaforma wealth tech al servizio degli investimenti in private asset.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Deltahedgedeltahedge.comHQ: Bologna, ItalyReported employees: 1-10 | Bologna, Italy | 1-10 | Exact match | 4 contacts → |
“Deltahedge è la nuova piattaforma di analisi finanziaria per il wealth management- Valutazione fondi e ETF - Ricerca e comparazione avanzata - Analisi e construzione di…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Voices Of Wealthwe-wealth.comHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 3 contacts → |
“VOICES OF WEALTH is the first Market place and Multimedia platform in Europe dedicated to the Digital transformation of the Wealth Management industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Relafirelafi.comHQ: Verona, ItalyReported employees: 1-10 | Verona, Italy | 1-10 | Exact match | 1 contacts → |
“Realizzato su misura per i consulenti finanziari, Relafi semplifica e automatizza le attività quotidiane di gestione delle interazioni con clienti e assistenti.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 17 of 41 company matches
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Goal based wealth management platforms: dataset insights
September 28, 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
41 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 Italy, so it is reported there. Company counts and contact totals on this page are exact for Italy, over 41 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 28, 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 wealth management platforms?
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 wealth management platforms did RevenueBase find based in Italy?
The saved snapshot records 41 matching company records, 1,080 tracked contacts and 454 verified emails. The public preview displays 17 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 28, 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 wealth management platforms by geography
- Goal based wealth management platforms based in Melbourne, Australia
- Goal based wealth management platforms based in Sydney, Australia
- Goal based wealth management platforms based in Sao Paulo, Brazil
- Goal based wealth management platforms based in Calgary, Canada
- Goal based wealth management platforms based in Toronto, Canada
- Goal based wealth management platforms based in Vancouver, Canada
- Goal based wealth management platforms based in Bordeaux, France
- Goal based wealth management platforms based in Lyon, France
- Goal based wealth management platforms based in Paris, France
- Goal based wealth management platforms based in Hong Kong, Hong Kong
- Goal based wealth management platforms based in Bangalore, India
- Goal based wealth management platforms based in Hyderabad, India
Cite this list
RevenueBase Data Team. Top 17 goal based wealth management platforms based in Italy. Snapshot: September 28, 2026. https://revenuebase.ai/companies/goal-based-wealth-management-platforms/italy.
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 wealth management platforms based in Melbourne, Australia
- Goal based wealth management platforms based in Sydney, Australia
- Goal based wealth management platforms based in Sao Paulo, Brazil
- Goal based wealth management platforms based in Calgary, Canada
- Goal based wealth management platforms based in Toronto, Canada
- Goal based wealth management platforms based in Vancouver, Canada
Company intelligence · public preview
Top 17 goal based wealth management platforms based in Italy
RevenueBase records 41 matching company records for goal based wealth management platforms based in Italy, with 1,080 tracked contacts and 454 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 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 17 goal based wealth management platforms based in Italy
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 | Banca Widibawidiba.it HQ: Milan, ItalyReported employees: 201-500 | Milan, Italy | 201-500 | Exact match | 838 contacts → |
“Un punto di riferimento sul mercato per l’innovazione e per il modello di business unico basato sul binomio tra digitale e relazione, Banca Widiba offre una piattaforma online…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Gamma Capital Markets Succursale Italianagammamarkets.it HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 33 contacts → |
“Gamma Capital Markets Succursale italiana è formata da un team di professionisti appassionati e metodici nel ricercare le migliori soluzioni di investimento.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Plannixplannix.co HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 19 contacts → |
“Plannix is the platform that helps you grow your wealth and secure your financial future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Tekta Consulting SRLtekta.it HQ: San Romano, ItalyReported employees: 11-50 | San Romano, Italy | 11-50 | Exact match | 12 contacts → |
“Mission: We help people build, manage and protect their wealth by providing them with the tools and information they need to make informed financial decisions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Alfa SCF Società DI Consulenza Finanziaria SPAalfaconsulenza.it HQ: Turin, ItalyReported employees: 11-50 | Turin, Italy | 11-50 | Exact match | 11 contacts → |
“ALFA SCF è l’evoluzione del lavoro trentennale di ADB SpA e Lupotto & Partners, pionieri in Italia nella consulenza finanziaria indipendente e pianificazione patrimoniale.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Earnextearnext.com HQ: Rome, ItalyReported employees: 1-10 | Rome, Italy | 1-10 | Exact match | 10 contacts → |
“Earnext è il punto di riferimento in cui poche piattaforme si incontrano: aggregazione reale e automatica insieme alla pianificazione, pensate per i consulenti del patrimonio…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | QADRAqadra.com HQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 10 contacts → |
“Qadra delivers State-of-the-Art software solutions that improve investment experience for private clients and wealth managers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | DBS Groupdbsgroup.it HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 9 contacts → |
“Dal 1996, DBS Group affianca famiglie imprenditoriali, holding familiari e aziende nella protezione, gestione e valorizzazione del patrimonio, con l’obiettivo di garantirne…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Soldiexpert SCFsoldiexpert.com HQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 9 contacts → |
“Fra i primi in Italia a offrire ai risparmiatori una consulenza non fintamente attiva e non in conflitto d'interessi.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Investplan SCFinvestplan.com HQ: Florence, ItalyReported employees: 1-10 | Florence, Italy | 1-10 | Exact match | 9 contacts → |
“InvestPlan è una società di consulenza finanziaria indipendente.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | KLEARklearfinance.com HQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 7 contacts → |
“Klear is an innovative startup reshaping wealth management by providing a fully digital and independent solution.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Flexwealthflexwealth.vercel.app HQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 5 contacts → |
“FlexGrowth è la piattaforma fintech che ti aiuta a pianificare, investire e raggiungere i tuoi obiettivi finanziari, in modo semplice ed efficace.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Mindovermoneymindovermoney.io HQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 4 contacts → |
“Progettiamo soluzioni applicative in ambito Wealth Tech.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Clubdeal Digital NOW Weltixclubdealdigital.com HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 4 contacts → |
“ClubDeal Digital è la prima piattaforma wealth tech al servizio degli investimenti in private asset.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Deltahedgedeltahedge.com HQ: Bologna, ItalyReported employees: 1-10 | Bologna, Italy | 1-10 | Exact match | 4 contacts → |
“Deltahedge è la nuova piattaforma di analisi finanziaria per il wealth management- Valutazione fondi e ETF - Ricerca e comparazione avanzata - Analisi e construzione di…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Voices Of Wealthwe-wealth.com HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 3 contacts → |
“VOICES OF WEALTH is the first Market place and Multimedia platform in Europe dedicated to the Digital transformation of the Wealth Management industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Relafirelafi.com HQ: Verona, ItalyReported employees: 1-10 | Verona, Italy | 1-10 | Exact match | 1 contacts → |
“Realizzato su misura per i consulenti finanziari, Relafi semplifica e automatizza le attività quotidiane di gestione delle interazioni con clienti e assistenti.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Goal based wealth management platforms: dataset insights
September 28, 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
41 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 Italy, so it is reported there. Company counts and contact totals on this page are exact for Italy, over 41 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 28, 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 wealth management platforms?
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 wealth management platforms did RevenueBase find based in Italy?
The saved snapshot records 41 matching company records, 1,080 tracked contacts and 454 verified emails. The public preview displays 17 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 28, 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.
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Cite this list
RevenueBase Data Team. Top 17 goal based wealth management platforms based in Italy. Snapshot: September 28, 2026. https://revenuebase.ai/companies/goal-based-wealth-management-platforms/italy.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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