Company lists · Data refreshed September 2026

Top 25 Insurance planning advisors based in Mexico

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 608 companies tracked

RevenueBase identified 608 insurance planning advisors headquartered in Mexico as of September 2026 and tracks 2,783 professional contacts across them, including 174 with verified work emails. Ciudad De Mexico is the largest hub.

This list covers insurance planning advisors 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

608Companies

2,783Contacts tracked

174Verified emails

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The 25 largest insurance planning advisors based in Mexico

Ranked by team size

Top 25 of 608 insurance planning advisors 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 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	Grupo Interesse	Partial evidence	México, MexicoHQ checked Sep 17, 2026	201-500	210 contacts →
	Partial evidence “One of Mexico's leading insurance brokerages and risk management consulting firms, Interesse® and its team of more than 100 risk and insurance professionals serve more than 200…” Source: RevenueBase Database · checked Sep 17, 2026
2	International Advisor LTD	Partial evidence	Polanco, MexicoHQ checked Sep 17, 2026	11-50	93 contacts →
	Partial evidence “International Advisors is an independant firm of International Financial Advisors.” Source: RevenueBase Database · checked Sep 17, 2026
3	Arvida	Indirect evidence	MexicoHQ checked Sep 17, 2026	51-200	49 contacts →
	Indirect evidence “Asesores de Riesgo Vida y Daños Con más de 30 años de experiencia combinada tiene como misión de ofrecer los mejores productos y servicios en el mercado de la seguridad y…” Source: RevenueBase Database · checked Sep 17, 2026
4	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
5	Rinorisk Agentes DE Seguros	Indirect evidence	Madero Sur, MexicoHQ checked Sep 17, 2026	11-50	24 contacts →
	Indirect evidence “Somos un equipo de agentes de seguros comprometidos con el futuro y previsión de riesgos de nuestros clientes.” Source: RevenueBase Database · checked Sep 17, 2026
6	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
7	Phyxius Seguros	Indirect evidence	Monterrey, MexicoHQ checked Sep 17, 2026	11-50	23 contacts →
	Indirect evidence “Somos una promotoria de seguros dedicada al reclutamiento y desarrollo de talentosos asesores de seguros.” Source: RevenueBase Database · checked Sep 17, 2026
8	Aprosep	Indirect evidence	San Luis Potosí, MexicoHQ checked Sep 17, 2026	51-200	21 contacts →
	Indirect evidence “Tenemos la creencia de que las grandes oportunidades se encuentran del otro lado del miedo.” Source: RevenueBase Database · checked Sep 17, 2026
9	Invervá Soluciones	Indirect evidence	Ciudad De México, MexicoHQ checked Sep 17, 2026	51-200	21 contacts →
	Indirect evidence “Somos un grupo de asesores financieros independientes que se encargan de orientar y/o preparar económicamente a la gente para cuando más lo necesita, nuestra meta es brindarle las…” Source: RevenueBase Database · checked Sep 17, 2026
10	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
11	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
12	Cofinza	Indirect evidence	Zapopan, MexicoHQ checked Sep 17, 2026	1-10	18 contacts →
	Indirect evidence “Recluta de Asesores de vida, para asesoría en seguros de personas, desarrollo de talento enfocado ayudar a las familias y amigos, a tomar la decisión de no postegar más la…” Source: RevenueBase Database · checked Sep 17, 2026
13	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
14	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
15	Ameppris S.C	Indirect evidence	Distrito, MexicoHQ checked Sep 17, 2026	51-200	12 contacts →
	Indirect evidence “Firma de servicios de Seguridad Financiera que promueve una cultura a través del ahorro y la prevención.” Source: RevenueBase Database · checked Sep 17, 2026
16	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
17	Yakol Consultoría Financiera S.C	Indirect evidence	Cuernavaca, MexicoHQ checked Sep 17, 2026	11-50	12 contacts →
	Indirect evidence “Somos una promotoría de SMNYL que forma líderes del sector asegurador en donde cuidamos y hacemos crecer el patrimonio de nuestros clientes a través de una asesoría profesional…” 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	Mapeg Consultores	Indirect evidence	Miguel Hidalgo, MexicoHQ checked Sep 17, 2026	11-50	11 contacts →
	Indirect evidence “MAPEG CONSULTORES es socio comercial de Prudential Seguros México, y nos especializamos en consultoría de análisis financiero individual para protección familiar.” Source: RevenueBase Database · checked Sep 17, 2026
21	WLT Partners	Indirect evidence	Miguel Hidalgo, MexicoHQ checked Sep 17, 2026	1-10	10 contacts →
	Indirect evidence “El principal objetivo de WLT Partners es entender las necesidades de nuestros clientes.” Source: RevenueBase Database · checked Sep 17, 2026
22	gonval.mx	Indirect evidence	Monterrey, MexicoHQ checked Sep 17, 2026	1-10	9 contacts →
	Indirect evidence “Somos una firma especializada en ayudar a más personas a identificar los riesgos de la vida, mediante un sistema único y personalizado de asesoría.” Source: RevenueBase Database · checked Sep 17, 2026
23	VYM Asesores Financieros	Indirect evidence	Cuauhtémoc, MexicoHQ checked Sep 17, 2026	11-50	8 contacts →
	Indirect evidence “En VYM Asesores Financieros nos hemos distinguido dentro del sector asegurador como una empresa innovadora y vanguardista.” Source: RevenueBase Database · checked Sep 17, 2026
24	TF Consultores	Indirect evidence	Colinas De San Javier, MexicoHQ checked Sep 17, 2026	11-50	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
25	Atman Financial Consultancy	Strong evidence	Mexico D.f, MexicoHQ checked Sep 17, 2026	1-10	7 contacts →
	Strong evidence “From Estate planning to Life Insurance, Retirement options or Private Banking, we are here to help.” 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 608 insurance planning advisors based in Mexico

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Insurance planning advisors based in Mexico at a glance

As of Sep 17, 2026

6.3%Verified-email coverage

4.6Average contacts per company

1-10Median size (employees)

13.8%Largest-city concentration · Ciudad De Mexico

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

352

11-50

195

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 608 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 Mexico 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 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, 174 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 Ciudad De Mexico84
Insurance planning advisors in Monterrey38
Insurance planning advisors in Cdmx30
Insurance planning advisors in Guadalajara29
Insurance planning advisors in Mexico29
Insurance planning advisors in San Pedro Garza Garcia28
Insurance planning advisors in Queretaro27

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 Mexico?

RevenueBase identified 608 insurance planning advisors 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?

Grupo Interesse, headquartered in Mexico, tops this list with the largest team on record.

Which city has the most insurance planning advisors?

Ciudad De Mexico leads with 84 headquartered companies, followed by Monterrey (38) and Cdmx (30).

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 174 verified decision-maker contacts tracked across these 608 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.