Company lists · Data refreshed September 2026

Top 25 Insurance planning advisors based in Germany

Name: Insurance planning advisors based in Germany
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 1,176 companies tracked

RevenueBase identified 1,176 insurance planning advisors headquartered in Germany as of September 2026 and tracks 10,257 professional contacts across them, including 3,423 with verified work emails. Berlin is the largest hub.

This list covers insurance planning advisors headquartered in Germany, 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

1,176Companies

10,257Contacts tracked

3,423Verified emails

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The 25 largest insurance planning advisors based in Germany

Ranked by team size

Top 25 of 1,176 insurance planning advisors based in Germany, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to insurance planning advisors: 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	MLP	Indirect evidence	Wiesloch, GermanyHQ checked Sep 17, 2026	1,001-5,000	2,058 contacts →
	Indirect evidence “MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Source: RevenueBase Database · checked Sep 17, 2026
2	Tecis Finanzdienstleistungen AG	Partial evidence	Hamburg, GermanyHQ checked Sep 17, 2026	5,001-10,000	2,026 contacts →
	Partial evidence “Finanzdienstleistungen, Investment, Versicherungen, Betriebliche Altersvorsorge, Private Krankenversicherungen, Finanzoptimierung, Depotcheck, Vermögensaufbau, Financial Planning…” Source: RevenueBase Database · checked Sep 17, 2026
3	OVB Vermögensberatung AG	Indirect evidence	Köln, GermanyHQ checked Sep 17, 2026	1,001-5,000	708 contacts →
	Indirect evidence “Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Source: RevenueBase Database · checked Sep 17, 2026
4	Swiss Life Select Deutschland	Indirect evidence	Hannover, GermanyHQ checked Sep 17, 2026	5,001-10,000	544 contacts →
	Indirect evidence “Das sind wir Swiss Life Select ist eines der größten deutschen Finanzberatungsunternehmen und Teil der Swiss Life-Gruppe, eines europaweit marktführenden Anbieters von…” Source: RevenueBase Database · checked Sep 17, 2026
5	Swiss Life Deutschland	Indirect evidence	Hannover, GermanyHQ checked Sep 17, 2026	1,001-5,000	410 contacts →
	Indirect evidence “Swiss Life Deutschland ist ein führender Anbieter von Finanz- und Vorsorgelösungen.” Source: RevenueBase Database · checked Sep 17, 2026
6	Bonnfinanz Gmbh	Indirect evidence	Bonn, GermanyHQ checked Sep 17, 2026	501-1,000	178 contacts →
	Indirect evidence “IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Source: RevenueBase Database · checked Sep 17, 2026
7	Deutsches Maklerforum AG	Partial evidence	Regensburg, GermanyHQ checked Sep 17, 2026	201-500	136 contacts →
	Partial evidence “Deutsches Maklerforum AG is an insurance company based out of 118 Ziegetsdorfer Str, Regensburg, Bavaria, Germany.” Source: RevenueBase Database · checked Sep 17, 2026
8	Impuls Finanzmanagement AG	Indirect evidence	Gersthofen, GermanyHQ checked Sep 17, 2026	501-1,000	88 contacts →
	Indirect evidence “Die impuls Finanzmanagement AG mit Sitz in Gersthofen gehört seit 1984 zu den großen Versicherungsmaklern in Deutschland und ist Experte für die Beratung und Vermittlung von…” Source: RevenueBase Database · checked Sep 17, 2026
9	A.S.I. Wirtschaftsberatung AG	Indirect evidence	Münster, GermanyHQ checked Sep 17, 2026	201-500	68 contacts →
	Indirect evidence “Wir sind eine mittelständische Wirtschaftsberatung für gehobene Privatkunden, Ärzte, Zahnärzte, Wirtschaftswissenschaftler und Ingenieure.” Source: RevenueBase Database · checked Sep 17, 2026
10	Global-Finanz Gmbh	Indirect evidence	Bonn, GermanyHQ checked Sep 17, 2026	51-200	57 contacts →
	Indirect evidence “Bei GLOBAL-FINANZ steht der Mensch im Mittelpunkt.” Source: RevenueBase Database · checked Sep 17, 2026
11	ZSH Gmbh Finanzdienstleistungen	Indirect evidence	Heidelberg, GermanyHQ checked Sep 17, 2026	51-200	41 contacts →
	Indirect evidence “Unabhängige Finanzberatung für jeden Bedarf Persönliche und langfristige Finanzberatung für alle Lebensbereiche Seit über 50 Jahren steht ZSH für eine unabhängige und…” Source: RevenueBase Database · checked Sep 17, 2026
12	Wika AG	Indirect evidence	Oldenburg (oldb.), GermanyHQ checked Sep 17, 2026	201-500	41 contacts →
	Indirect evidence “wika AG is a financial services company based in Oldenburg, Germany.” Source: RevenueBase Database · checked Sep 17, 2026
13	Compexx Finanz AG	Indirect evidence	Regensburg, GermanyHQ checked Sep 17, 2026	51-200	34 contacts →
	Indirect evidence “Die compexx Finanz AG wurde im Jahr 2005 in Regensburg gegründet und steht für ganzheitliche Finanzberatung von höchster Qualität.” Source: RevenueBase Database · checked Sep 17, 2026
14	Wave Management AG	Indirect evidence	Hannover, GermanyHQ checked Sep 17, 2026	11-50	23 contacts →
	Indirect evidence “Die WAVE Management AG ist der Finanzdienstleister der VHV Gruppe.” Source: RevenueBase Database · checked Sep 17, 2026
15	Pfp-Privatefinancepartners Gmbh	Partial evidence	Frankfurt A.m., GermanyHQ checked Sep 17, 2026	11-50	23 contacts →
	Partial evidence “Die PrivateFinancePartners GmbH ist Ihr Partner in den Bereichen Wealth Management, Versicherungen und Advisory.” Source: RevenueBase Database · checked Sep 17, 2026
16	AFM Unternehmensgruppe	Indirect evidence	Hamburg, GermanyHQ checked Sep 17, 2026	201-500	21 contacts →
	Indirect evidence “Kompetente Beratung in allen Lebensphasen ist ein hoher Anspruch, dem wir uns seit vielen Jahren stellen.” Source: RevenueBase Database · checked Sep 17, 2026
17	Finvalue Gmbh	Indirect evidence	Dresden, GermanyHQ checked Sep 17, 2026	11-50	20 contacts →
	Indirect evidence “Wir wissen: Finanzthemen sind komplex – aber sie sollten nicht kompliziert sein.” Source: RevenueBase Database · checked Sep 17, 2026
18	Atlas Dienstleistungen FÜR Vermögensberatung	Indirect evidence	Frankfurt, GermanyHQ checked Sep 17, 2026	501-1,000	20 contacts →
	Indirect evidence “Die ATLAS Dienstleistungen für Vermögensberatung GmbH ist eine Servicegesellschaft für Finanzdienstleistungen.” Source: RevenueBase Database · checked Sep 17, 2026
19	B-Group AG Financial Planning	Indirect evidence	Regensburg, GermanyHQ checked Sep 17, 2026	51-200	19 contacts →
	Indirect evidence “Ihre Konzertmeister in der Finanzwelt.” Source: RevenueBase Database · checked Sep 17, 2026
20	Jantzen & Partner Investment Consulting	Indirect evidence	Hamburg, GermanyHQ checked Sep 17, 2026	51-200	18 contacts →
	Indirect evidence “Unser Ziel ist klar: Wir möchten dir eine Finanzberatung bieten, mit der deine Finanzen nicht nur ein Leben lang optimal geregelt sind – sondern mit der du eine echte Perspektive…” Source: RevenueBase Database · checked Sep 17, 2026
21	Nowinta Finanzgruppe	Indirect evidence	Aalen, GermanyHQ checked Sep 17, 2026	51-200	15 contacts →
	Indirect evidence “Die nowinta Finanzgruppe steht seit 30 Jahren für umfassende Finanzberatung und individuelle Vermögensverwaltung für Privatpersonen und Unternehmen.” Source: RevenueBase Database · checked Sep 17, 2026
22	FP Finanzpartner AG	Indirect evidence	Vilshofen, GermanyHQ checked Sep 17, 2026	51-200	14 contacts →
	Indirect evidence “Die FP Finanzpartner AG betreut täglich mehr als Kunden zu allen Fragen aus den Bereichen Vermögensanlage, Finanzierung und Versicherung.” Source: RevenueBase Database · checked Sep 17, 2026
23	Deutsche Versicherungsmakler Gmbh & Co. KG	Indirect evidence	Ingolstadt, GermanyHQ checked Sep 17, 2026	11-50	14 contacts →
	Indirect evidence “Für uns von der Deutsche Versicherungsmakler GmbH & Co.” Source: RevenueBase Database · checked Sep 17, 2026
24	Käpsele Gmbh	Indirect evidence	Stuttgart, GermanyHQ checked Sep 17, 2026	11-50	13 contacts →
	Indirect evidence “Vermögen aufbauen.” Source: RevenueBase Database · checked Sep 17, 2026
25	Covago	Indirect evidence	Gersthofen, GermanyHQ checked Sep 17, 2026	11-50	12 contacts →
	Indirect evidence “Unser Verständnis einer unabhängigen und nachhaltigen Beratung orientiert sich ausschließlich an den Bedürfnissen unserer Kunden.” 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 planning advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names insurance planning advisors.
Partial evidence: Its own public description names part of insurance planning advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name insurance planning advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 1,176 insurance planning advisors based in Germany

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Insurance planning advisors based in Germany at a glance

As of Sep 17, 2026

33.4%Verified-email coverage

8.7Average contacts per company

1-10Median size (employees)

4.2%Largest-city concentration · Berlin

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

864

11-50

229

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for Germany, so it is reported there. Company counts and contact totals on this page are exact for Germany, over 1,176 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 planning advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Germany whose own description of what they do matches “insurance planning advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names insurance planning advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among insurance planning advisors, and records with no verified work email. Companies headquartered outside Germany 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, 3,423 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 planning advisors by metro

Insurance planning advisors in Berlin49
Insurance planning advisors in Hamburg42
Insurance planning advisors in Munchen26

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 planning advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many insurance planning advisors are there based in Germany?

RevenueBase identified 1,176 insurance planning advisors headquartered in Germany 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?

MLP, headquartered in Wiesloch, tops this list with the largest team on record.

Which city has the most insurance planning advisors?

Berlin leads with 49 headquartered companies, followed by Hamburg (42) and Munchen (26).

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 3,423 verified decision-maker contacts tracked across these 1,176 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.