Company lists · Data refreshed September 2026

Top 15 Integrated wealth platforms based in Spain

RevenueBase identified 73 integrated wealth platforms headquartered in Spain as of September 2026 and tracks 2,253 professional contacts across them, including 483 with verified work emails. Madrid is the largest hub.

This list covers integrated wealth platforms headquartered in Spain, 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
73Companies
2,253Contacts tracked
483Verified emails
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The 15 largest integrated wealth platforms based in Spain

Ranked by team size
Top 15 of 73 integrated wealth platforms based in Spain, 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 evidenceMadrid, SpainHQ checked Sep 28, 20261,001-5,000104 contacts →

Indirect evidence

“AXA Exclusiv nace con el objetivo de dar respuesta a los clientes más exigentes, aquellos que necesitan un asesoramiento patrimonial estable y continuado de la mano de un…”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceMadrid, SpainHQ checked Sep 28, 202651-20077 contacts →

Indirect evidence

“Diaphanum Valores S.V.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidencePozuelo De Alarcón, SpainHQ checked Sep 28, 202651-20066 contacts →

Partial evidence

“TechRules leading the digital revolution in Wealth and Asset Management.”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceValencia, SpainHQ checked Sep 28, 202651-20059 contacts →

Partial evidence

“Expertos en Wealth Management.”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceMadrid, SpainHQ checked Sep 28, 202651-20049 contacts →

Partial evidence

“Wealth Solutions, asesora a clientes de altos patrimonios tanto particulares como de instituciones (Fundaciones, ONG's, Sociedades de inversión, Single Family Offices, etc.) en…”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceMadrid, SpainHQ checked Sep 28, 202611-5023 contacts →

Indirect evidence

“Welcome Asset Management es una firma de asesoramiento y gestión financiera que nace como una alternativa innovadora frente al entorno económico actual y las normativas del sector.”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceMadrid, SpainHQ checked Sep 28, 202611-5020 contacts →

Partial evidence

“We provide independent, international and individual financial planning and wealth management advice to clients all over the world.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceBilbao, SpainHQ checked Sep 28, 202611-5016 contacts →

Indirect evidence

“A) Nuestra historia Acacia nace de la necesidad de un grupo de inversores de gestionar su patrimonio ante la inexistencia de una oferta de servicios patrimoniales atractiva.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceSanta Cruz De Tenerife, SpainHQ checked Sep 28, 20261-1010 contacts →

Indirect evidence

“Cross Capital es una firma independiente de servicios de inversión, especializada en gestión patrimonial y finanzas corporativas, cuyo único compromiso es el de velar por los…”

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

Indirect evidence

“El patrimonio que una familia ha construido durante generaciones merece ser entendido, no solo administrado.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceMadrid, SpainHQ checked Sep 28, 20261-107 contacts →

Partial evidence

“In Invexcel Patrimonio we advise families and institutions requiring savvy, bespoke and unbiased financial advice, with an entrepreneurial vision of wealth.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceBarcelona, SpainHQ checked Sep 28, 20261-105 contacts →

Indirect evidence

“Hemos podido observar en los últimos 20 años la proliferación de compañías de cualquier tamaño en el sector financiero.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceJerez De La Frontera, SpainHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“En Finanfox, creemos que todos merecen un futuro financiero seguro y sin estrés.”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceHuesca, SpainHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“Quality Finance Wealth Management es una firma de asesoramiento financiero especializada en planificación patrimonial personalizada.”

Source: RevenueBase Database · checked Sep 28, 2026
15Strong evidenceValencia, SpainHQ checked Sep 28, 202611-502 contacts →

Strong evidence

“The wealth management platform - info@fundsfy.com”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 15 of 73 integrated wealth platforms based in Spain

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Integrated wealth platforms based in Spain at a glance

As of Sep 28, 2026
21.4%Verified-email coverage
30.9Average contacts per company
1-10Median size (employees)
43.8%Largest-city concentration · Madrid
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
40
11-50
21
51-200
7
201-500
1
501-1,000
1
1,001-5,000
1
10001+
2

Email recency for this list is measured worldwide rather than for Spain, so it is reported there. Company counts and contact totals on this page are exact for Spain, over 73 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 Spain 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 Spain 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, 483 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 Spain?

RevenueBase identified 73 integrated wealth platforms headquartered in Spain 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?

AXA Exclusiv, headquartered in Madrid, tops this list with the largest team on record.

Which city has the most integrated wealth platforms?

Madrid leads with 32 headquartered companies, followed by Barcelona (10) and Valencia (6).

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 483 verified decision-maker contacts tracked across these 73 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.