Company lists · Data refreshed September 2026

Top 21 Integrated wealth platforms based in Italy

RevenueBase identified 54 integrated wealth platforms headquartered in Italy as of September 2026 and tracks 2,685 professional contacts across them, including 997 with verified work emails. Milan is the largest hub.

This list covers integrated wealth platforms headquartered in Italy, 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 28, 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 28, 2026 86% judged on-target in blind review
54Companies
2,685Contacts tracked
997Verified emails
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The 21 largest integrated wealth platforms based in Italy

Ranked by team size
Top 21 of 54 integrated wealth platforms based in Italy, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to integrated wealth platforms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceMilano, ItalyHQ checked Sep 28, 2026501-1,0001,413 contacts →

Indirect evidence

“All’avanguardia da 50 anni, per dare giusto valore al tempo.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceMilano, ItalyHQ checked Sep 28, 2026201-500838 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
3Strong evidenceMilan, ItalyHQ checked Sep 28, 202651-20096 contacts →

Strong evidence

“Firstance is the leading European Wealth Tech platform in the private insurance market, providing customized services to partners and clients, leveraging cutting edge technology…”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceMilano, ItalyHQ checked Sep 28, 202651-20049 contacts →

Indirect evidence

“Siamo una società di intermediazione mobiliare che, con elevata professionalità e consolidati livelli di competenza, supporta la propria clientela, istituzionale e privata…”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceMilan, ItalyHQ checked Sep 28, 202611-5033 contacts →

Indirect evidence

“Gamma Capital Markets Succursale italiana è formata da un team di professionisti appassionati e metodici nel ricercare le migliori soluzioni di investimento.”

Source: RevenueBase Database · checked Sep 28, 2026
6Strong evidenceMilan, ItalyHQ checked Sep 28, 202611-5019 contacts →

Strong evidence

“Plannix is the platform that helps you grow your wealth and secure your financial future.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceTorino, ItalyHQ checked Sep 28, 202611-5011 contacts →

Indirect evidence

“ALFA SCF è l’evoluzione del lavoro trentennale di ADB SpA e Lupotto & Partners, pionieri in Italia nella consulenza finanziaria indipendente e pianificazione patrimoniale.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceRome, ItalyHQ checked Sep 28, 20261-1010 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceMilan, ItalyHQ checked Sep 28, 20261-1010 contacts →

Partial evidence

“Qadra delivers State-of-the-Art software solutions that improve investment experience for private clients and wealth managers.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceMilan, ItalyHQ checked Sep 28, 20261-109 contacts →

Indirect evidence

“Fra i primi in Italia a offrire ai risparmiatori una consulenza non fintamente attiva e non in conflitto d'interessi.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceMilan, ItalyHQ checked Sep 28, 20261-107 contacts →

Indirect evidence

“Panrhema SCF è una Società di Consulenza Finanziaria Indipendente che opera nell’interesse esclusivo dei propri clienti privati e istituzionali.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceMilan, ItalyHQ checked Sep 28, 20261-104 contacts →

Partial evidence

“Progettiamo soluzioni applicative in ambito Wealth Tech.”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceMilan, ItalyHQ checked Sep 28, 202611-504 contacts →

Partial evidence

“ClubDeal Digital è la prima piattaforma wealth tech al servizio degli investimenti in private asset.”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceBologna, ItalyHQ checked Sep 28, 20261-104 contacts →

Partial evidence

“Deltahedge è la nuova piattaforma di analisi finanziaria per il wealth management- Valutazione fondi e ETF - Ricerca e comparazione avanzata - Analisi e construzione di…”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceGenoa, ItalyHQ checked Sep 28, 202611-503 contacts →

Indirect evidence

“Aiutiamo le persone ad individuare soluzioni personalizzate di investimento tramite- analisi di serie storiche- utilizzo di modelli statistici avanzati- scrupolosa profilazione…”

Source: RevenueBase Database · checked Sep 28, 2026
16Strong evidenceMilano, ItalyHQ checked Sep 28, 202611-503 contacts →

Strong evidence

“VOICES OF WEALTH is the first Market place and Multimedia platform in Europe dedicated to the Digital transformation of the Wealth Management industry.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceVicenza, ItalyHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“81 SCF Family Office è una società di consulenza finanziaria sita in Vicenza che svolge la propria attività da oltre 19 anni.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceTreviso, ItalyHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“PERCHÈ RIVOLGERSI AD UN CONSULENTE FINANZIARIO INDIPENDENTE?”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceGenova, ItalyHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Macroasset partners with financial advisors, private bankers, and family offices through independent research, multi-asset allocation, and bespoke advisory.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceVerona, ItalyHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Realizzato su misura per i consulenti finanziari, Relafi semplifica e automatizza le attività quotidiane di gestione delle interazioni con clienti e assistenti.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidencePadova, ItalyHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Siamo Alessandra Brotto e Federica Paparella, consulenti finanziarie con un obiettivo chiaro e condiviso: offrire una consulenza che mette al centro il cliente, accompagnandolo in…”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 21 of 54 integrated wealth platforms based in Italy

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Integrated wealth platforms based in Italy at a glance

As of Sep 28, 2026
37.1%Verified-email coverage
49.7Average contacts per company
1-10Median size (employees)
22.2%Largest-city concentration · Milan
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
32
11-50
15
51-200
4
201-500
2
501-1,000
1

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 54 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 integrated wealth platforms, 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 Italy whose own description of what they do matches “integrated wealth platforms”. 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 integrated wealth platforms), 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 integrated wealth platforms, and records with no verified work email. Companies headquartered outside Italy 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, 997 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 28, 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.

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 integrated wealth platforms, 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 integrated wealth platforms are there based in Italy?

RevenueBase identified 54 integrated wealth platforms headquartered in Italy 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?

Allianz Bank Financial Advisors, headquartered in Milano Mi, tops this list with the largest team on record.

Which city has the most integrated wealth platforms?

Milan leads with 12 headquartered companies, followed by Milano (7) and Genova (2).

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 997 verified decision-maker contacts tracked across these 54 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 28, 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.