Company lists · Data refreshed September 2026

Top 25 Insurance brokers for wealth planning based in Mexico

Name: Insurance brokers for wealth planning based in Mexico
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 404 companies tracked

RevenueBase identified 404 insurance brokers for wealth planning headquartered in Mexico as of September 2026 and tracks 3,202 professional contacts across them, including 188 with verified work emails. Ciudad De Mexico is the largest hub.

This list covers insurance brokers for wealth planning 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 17, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 17, 2026 86% judged on-target in blind review

404Companies

3,202Contacts tracked

188Verified emails

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The 25 largest insurance brokers for wealth planning based in Mexico

Ranked by team size

Top 25 of 404 insurance brokers for wealth planning based in Mexico, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to insurance brokers for wealth planning: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Lorant Martínez Musi Salas Y Compañía, Agente DE Seguros Y DE Fianzas	Indirect evidence	Cdmx, MexicoHQ checked Sep 17, 2026	201-500	151 contacts →
	Indirect evidence “Marsh es líder mundial en corretaje de seguros.” Source: RevenueBase Database · checked Sep 17, 2026
2	Fidex Seguros Y Fianzas	Partial evidence	San Pedro Garza Garcia, MexicoHQ checked Sep 17, 2026	51-200	88 contacts →
	Partial evidence “We are a well-established company with extensive experience in the insurance and surety markets, as well as in risk management strategies.” Source: RevenueBase Database · checked Sep 17, 2026
3	Grupo Bituaj	Indirect evidence	MexicoHQ checked Sep 17, 2026	201-500	74 contacts →
	Indirect evidence “Bituaj Agente de Seguros y de Fianzas S.A.” Source: RevenueBase Database · checked Sep 17, 2026
4	Surexs	Partial evidence	Benito Juárez, MexicoHQ checked Sep 17, 2026	51-200	62 contacts →
	Partial evidence “Surexs \| Broker de seguros corporativos con tecnología y enfoque humano En Surexs transformamos la forma en que las empresas adquieren, gestionan y aprovechan sus seguros…” Source: RevenueBase Database · checked Sep 17, 2026
5	BROVE	Indirect evidence	MexicoHQ checked Sep 17, 2026	51-200	56 contacts →
	Indirect evidence “Agente de Seguros y de Fianzas boutique, privado e independiente, Nos caracteriza la atención personalizada en todo momento, así como nuestra amplia experiencia y flexibilidad…” Source: RevenueBase Database · checked Sep 17, 2026
6	Grupo Onesta Seguros Y Fianzas	Indirect evidence	San Pedro Garza Garcia, MexicoHQ checked Sep 17, 2026	11-50	37 contacts →
	Indirect evidence “Grupo Onesta es un Bróker Boutique con más de 30 años de experiencia intermediando Seguros y Fianzas.” Source: RevenueBase Database · checked Sep 17, 2026
7	Proxper Asesores S.C	Indirect evidence	Ciudad De México, MexicoHQ checked Sep 17, 2026	11-50	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 17, 2026
8	Grupo Metrópoli, Agente DE Seguros Y DE Fianzas S.A. DE C.V	Indirect evidence	Naucalpan, MexicoHQ checked Sep 17, 2026	51-200	24 contacts →
	Indirect evidence “La libertad de disfrutar un Momento de Tranquilidad.” Source: RevenueBase Database · checked Sep 17, 2026
9	Acmes Seguros Y Fianzas	Indirect evidence	Polanco V Seccion, MexicoHQ checked Sep 17, 2026	11-50	24 contacts →
	Indirect evidence “ACMES, Asesores y Consultores Mexicanos de Seguros de y Fianzas.” Source: RevenueBase Database · checked Sep 17, 2026
10	Pacific Prime Latin America	Partial evidence	Mexico City, MexicoHQ checked Sep 17, 2026	1,001-5,000	22 contacts →
	Partial evidence “Pacific Prime was founded in by Neil Raymond to simplify insurance for international clients looking for health insurance coverage.” Source: RevenueBase Database · checked Sep 17, 2026
11	Elan Protección Patrimonial	Indirect evidence	Zapopan, MexicoHQ checked Sep 17, 2026	11-50	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 17, 2026
12	Aptia Bienestar Financiero	Indirect evidence	México, MexicoHQ checked Sep 17, 2026	11-50	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 17, 2026
13	BE People Broker DE Seguros Y Fianzas	Partial evidence	MexicoHQ checked Sep 17, 2026	51-200	17 contacts →
	Partial evidence “En Be People Broker de Seguros y Fianzas, contamos con el respaldo de todas las aseguradoras a nivel Nacional, con excelentes precios y valores agregados para nuestros clientes…” Source: RevenueBase Database · checked Sep 17, 2026
14	Darma Asesores EN Seguros	Indirect evidence	Fracc Virginia, MexicoHQ checked Sep 17, 2026	11-50	15 contacts →
	Indirect evidence “En Darma Asesores en Seguros, impulsamos el desarrollo profesional de agentes de seguros, creando un equipo de asesores calificados y comprometidos con brindar las mejores…” Source: RevenueBase Database · checked Sep 17, 2026
15	Kredietrust	Indirect evidence	México, MexicoHQ checked Sep 17, 2026	11-50	13 contacts →
	Indirect evidence “Kredietrust es una red de asesores de seguros que pone a su disposición de sus clientes las soluciones más avanzadas en seguros personales y familiares, así como consultoría en…” Source: RevenueBase Database · checked Sep 17, 2026
16	Vive Seguros	Indirect evidence	Ciudad De México, MexicoHQ checked Sep 17, 2026	11-50	13 contacts →
	Indirect evidence “Quiénes Somos?” Source: RevenueBase Database · checked Sep 17, 2026
17	IBS Consultores TU Mejor Agente DE Seguros Y DE Fianzas	Indirect evidence	Chihuahua, MexicoHQ checked Sep 17, 2026	11-50	12 contacts →
	Indirect evidence “Al mal tiempo, un buen seguro" IBS Consultores, protegiendo lo que más valoras, desde 1998.” Source: RevenueBase Database · checked Sep 17, 2026
18	Sekufin	Indirect evidence	Álvaro Obregón, MexicoHQ checked Sep 17, 2026	11-50	11 contacts →
	Indirect evidence “Te damos la bienvenida a Sekufin, donde entendemos la confianza como el pilar fundamental que impulsa la innovación, desbloquea posibilidades y contribuye no solo a la estabilidad…” Source: RevenueBase Database · checked Sep 17, 2026
19	Medicop	Indirect evidence	Valencia, MexicoHQ checked Sep 17, 2026	11-50	11 contacts →
	Indirect evidence “Somos una empresa de asesoramiento y mediación de seguros integrada por profesionales con experiencia de más de 25 años en el sector.” Source: RevenueBase Database · checked Sep 17, 2026
20	Desc Seguros	Indirect evidence	San Pedro Garza Garcia, MexicoHQ checked Sep 17, 2026	1-10	10 contacts →
	Indirect evidence “DESC SEGUROS es Agente de Seguros y Fianzas cuyo servicio principal es la consultoría en la administración de riesgos para empresas y familias.” Source: RevenueBase Database · checked Sep 17, 2026
21	1seguros.Mx, Agente DE Seguros Y DE Fianzas SA DE CV	Partial evidence	Merida, MexicoHQ checked Sep 17, 2026	11-50	10 contacts →
	Partial evidence “Broker de Seguros y Fianzas, con mas de 26 años en el mercado, contamos con las mejores Aseguradoras y Afianzadoras de México: ABA, ACE, AIG, ALLIANZ, ANA, ATLAS, AXA, BANORTE…” Source: RevenueBase Database · checked Sep 17, 2026
22	Bluerisk Broker Group	Indirect evidence	San Pedro Garza García, MexicoHQ checked Sep 17, 2026	11-50	9 contacts →
	Indirect evidence “Agentes expertos en seguros y fianzas para empresas y personas.” Source: RevenueBase Database · checked Sep 17, 2026
23	ART Seguros Y Fianzas	Indirect evidence	Benito Juárez, MexicoHQ checked Sep 17, 2026	11-50	9 contacts →
	Indirect evidence “Somos un bróker de seguros” Source: RevenueBase Database · checked Sep 17, 2026
24	Orsus Asesoría Patrimonial	Indirect evidence	Ciudad De México, MexicoHQ checked Sep 17, 2026	11-50	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 17, 2026
25	RODAC	Indirect evidence	San José Insurgentes, MexicoHQ checked Sep 17, 2026	11-50	7 contacts →
	Indirect evidence “Ofrecemos los resultados más satisfactorios dentro de los programas de seguros de nuestros clientes, soportado por más de 20 años de experiencia dentro del sector asegurador…” Source: RevenueBase Database · checked Sep 17, 2026

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: insurance brokers for wealth planning. 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 insurance brokers for wealth planning.
Partial evidence: Its own public description names part of insurance brokers for wealth planning, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name insurance brokers for wealth planning. 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 404 insurance brokers for wealth planning based in Mexico

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Insurance brokers for wealth planning based in Mexico at a glance

As of Sep 17, 2026

5.9%Verified-email coverage

7.9Average contacts per company

1-10Median size (employees)

11.9%Largest-city concentration · Ciudad De Mexico

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

207

11-50

147

51-200

201-500

501-1,000

1,001-5,000

10001+

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 404 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 insurance brokers for wealth planning, 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 “insurance brokers for wealth planning”. 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 insurance brokers for wealth planning), 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 insurance brokers for wealth planning, 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, 188 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 17, 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.

Insurance brokers for wealth planning by metro

Insurance brokers for wealth planning in Ciudad De Mexico48
Insurance brokers for wealth planning in Monterrey25

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 insurance brokers for wealth planning, 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 insurance brokers for wealth planning are there based in Mexico?

RevenueBase identified 404 insurance brokers for wealth planning 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?

Lorant Martínez Musi Salas Y Compañía, Agente DE Seguros Y DE Fianzas, headquartered in Cdmx, tops this list with the largest team on record.

Which city has the most insurance brokers for wealth planning?

Ciudad De Mexico leads with 48 headquartered companies, followed by Monterrey (25) and Mexico (23).

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 188 verified decision-maker contacts tracked across these 404 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 17, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.