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 company matches for insurance brokers for wealth planning associated with Mexico as of September 2026 and tracks 3,202 professional contacts across them, including 188 with verified work emails. Mexico City is the largest hub.

This list covers company matches for insurance brokers for wealth planning associated with Mexico, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 17, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 17, 2026 How this list was built

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 company matches for insurance brokers for wealth planning based in Mexico, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Lorant Martínez Musi Salas Y Compañía, Agente DE Seguros Y DE Fianzas	Exact match	Mexico City, MexicoHQ recorded Sep 17, 2026	201-500	151 contacts →
	Exact match “Marsh es líder mundial en corretaje de seguros.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Fidex Seguros Y Fianzas	Exact match	San Pedro Garza Garcia, MexicoHQ recorded Sep 17, 2026	51-200	88 contacts →
	Exact match “We are a well-established company with extensive experience in the insurance and surety markets, as well as in risk management strategies.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Grupo Bituaj	Exact match	MexicoHQ recorded Sep 17, 2026	201-500	74 contacts →
	Exact match “Bituaj Agente de Seguros y de Fianzas S.A.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Surexs	Exact match	Benito Juárez, MexicoHQ recorded Sep 17, 2026	51-200	62 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	BROVE	Exact match	MexicoHQ recorded Sep 17, 2026	51-200	56 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Grupo Onesta Seguros Y Fianzas	Exact match	San Pedro Garza Garcia, MexicoHQ recorded Sep 17, 2026	11-50	37 contacts →
	Exact match “Grupo Onesta es un Bróker Boutique con más de 30 años de experiencia intermediando Seguros y Fianzas.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Proxper Asesores S.C	Exact match	Mexico City, MexicoHQ recorded Sep 17, 2026	11-50	26 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Grupo Metrópoli, Agente DE Seguros Y DE Fianzas S.A. DE C.V	Exact match	Naucalpan, MexicoHQ recorded Sep 17, 2026	51-200	24 contacts →
	Exact match “La libertad de disfrutar un Momento de Tranquilidad.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Acmes Seguros Y Fianzas	Exact match	Polanco V Seccion, MexicoHQ recorded Sep 17, 2026	11-50	24 contacts →
	Exact match “ACMES, Asesores y Consultores Mexicanos de Seguros de y Fianzas.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Pacific Prime Latin America	Exact match	Mexico City, MexicoHQ recorded Sep 17, 2026	1,001-5,000	22 contacts →
	Exact match “Pacific Prime was founded in by Neil Raymond to simplify insurance for international clients looking for health insurance coverage.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Elan Protección Patrimonial	Exact match	Zapopan, MexicoHQ recorded Sep 17, 2026	11-50	20 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Aptia Bienestar Financiero	Exact match	México, MexicoHQ recorded Sep 17, 2026	11-50	20 contacts →
	Exact match “Despacho de asesoría e intermediación financiera, que ofrece a empresas y personas físicas soluciones sobre seguros, inversión y estrategias de retiro.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	BE People Broker DE Seguros Y Fianzas	Exact match	MexicoHQ recorded Sep 17, 2026	51-200	17 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Darma Asesores EN Seguros	Exact match	Fracc Virginia, MexicoHQ recorded Sep 17, 2026	11-50	15 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Kredietrust	Exact match	México, MexicoHQ recorded Sep 17, 2026	11-50	13 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Vive Seguros	Exact match	Mexico City, MexicoHQ recorded Sep 17, 2026	11-50	13 contacts →
	Exact match “Quiénes Somos?” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	IBS Consultores TU Mejor Agente DE Seguros Y DE Fianzas	Exact match	Chihuahua, MexicoHQ recorded Sep 17, 2026	11-50	12 contacts →
	Exact match “Al mal tiempo, un buen seguro" IBS Consultores, protegiendo lo que más valoras, desde 1998.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Sekufin	Exact match	Álvaro Obregón, MexicoHQ recorded Sep 17, 2026	11-50	11 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Medicop	Exact match	Valencia, MexicoHQ recorded Sep 17, 2026	11-50	11 contacts →
	Exact match “Somos una empresa de asesoramiento y mediación de seguros integrada por profesionales con experiencia de más de 25 años en el sector.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Desc Seguros	Exact match	San Pedro Garza Garcia, MexicoHQ recorded Sep 17, 2026	1-10	10 contacts →
	Exact match “DESC SEGUROS es Agente de Seguros y Fianzas cuyo servicio principal es la consultoría en la administración de riesgos para empresas y familias.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	1seguros.Mx, Agente DE Seguros Y DE Fianzas SA DE CV	Exact match	Merida, MexicoHQ recorded Sep 17, 2026	11-50	10 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Bluerisk Broker Group	Exact match	San Pedro Garza García, MexicoHQ recorded Sep 17, 2026	11-50	9 contacts →
	Exact match “Agentes expertos en seguros y fianzas para empresas y personas.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	ART Seguros Y Fianzas	Exact match	Benito Juárez, MexicoHQ recorded Sep 17, 2026	11-50	9 contacts →
	Exact match “Somos un bróker de seguros” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Orsus Asesoría Patrimonial	Exact match	Mexico City, MexicoHQ recorded Sep 17, 2026	11-50	8 contacts →
	Exact match “Orsus Asesoría Patrimonial es una firma de consultoría financiera y patrimonial con más de 13 de años de experiencia.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	RODAC	Exact match	San José Insurgentes, MexicoHQ recorded Sep 17, 2026	11-50	7 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 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 “insurance brokers for wealth planning”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 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)

19.6%Largest-city concentration · Mexico City

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

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Mexico whose business descriptions match “insurance brokers for wealth planning” 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 188 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 17, 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 “insurance brokers for wealth planning”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance brokers for wealth planning are there based in Mexico?

RevenueBase identified 404 company matches for insurance brokers for wealth planning associated with Mexico 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?

Lorant Martínez Musi Salas Y Compañía, Agente DE Seguros Y DE Fianzas tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most insurance brokers for wealth planning?

Mexico City leads with 79 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 188 professional contacts with verified work emails tracked across these 404 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 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 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.