Company lists · Data refreshed November 2026
Top 25 Intergenerational wealth planning firms based in Spain
RevenueBase identified 158 company matches for intergenerational wealth planning firms associated with Spain as of November 2026 and tracks 2,150 professional contacts across them, including 343 with verified work emails. Madrid is the largest hub.
This list covers company matches for intergenerational wealth planning firms associated with Spain, 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 November 6, 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.
The 25 largest intergenerational wealth planning firms based in Spain
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 106 contacts → | ||||
Exact match “En Hereditas, somos un despacho de abogados especializado en derecho de familia, con amplia experiencia en ofrecer asistencia jurídica.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 105 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 78 contacts → | ||||
Exact match “Diaphanum Valores S.V.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 74 contacts → | ||||
Exact match “Fineco is a financial institution devoted to providing global asset management and advice for to high-net-worth private clients, families, and institutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 73 contacts → | ||||
Exact match “MdF Family Partners es una empresa independiente de asesoramiento familiar y financiero a grandes patrimonios.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 68 contacts → | ||||
Exact match “Tomamos partido por ti" Nos dedicamos a la asesoría independiente y personalizada en inversiones, colaborando con entidades financieras de primer nivel.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 28 contacts → | ||||
Exact match “Since 2009 and based in Barcelona, Ariete has successfully become a the global benchmark firm in wealth planning services for elite athletes and artists, accompanying them to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 22 contacts → | ||||
Exact match “EFE & ENE somos la consultora multidisciplinar líder en ofrecer soluciones personalizadas de inversión, organización y protección de grandes patrimonios, grupos familiares y…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 18 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 15 contacts → | ||||
Exact match “Servicios de Asesoramiento patrimonial y financiero a personas físicas tendentes a obtener una rentabilidad de su patrimonio acordes a sus requerimientos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 15 contacts → | ||||
Exact match “Allow us to welcome you to an international firm with a boutique mindset, specialising in the tax optimisation of your wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 15 contacts → | ||||
Exact match “Gestión 100% independiente y personalizada de activos y patrimonios.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 14 contacts → | ||||
Exact match “Somos una firma internacional independiente, con presencia en Europa y América Latina.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 14 contacts → | ||||
Exact match “El grupo RBS Global Consulting nació hace más de 10 años de la mano de profesionales de la Banca Privada y Corporativa con el afán de ofrecer al cliente un servicio de…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 13 contacts → | ||||
Exact match “Cada patrimonio es único y se construye decisión a decisión.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 10 contacts → | ||||
Exact match “Monterri is a Single Family Office committed to preserving and growing value across generations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 10 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 8 contacts → | ||||
Exact match “Servicio al cliente y traje a medida adaptado a sus necesidades.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 8 contacts → | ||||
Exact match “En Owl Partners Wealth Advisors nos especializamos en inversiones financieras e inmobiliarias, consultoría y asesoramiento fiscal-legal.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 8 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “In Invexcel Patrimonio we advise families and institutions requiring savvy, bespoke and unbiased financial advice, with an entrepreneurial vision of wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “Te acompañamos con total confianza y cercanía durante el proceso de planificación, tramitación y gestión de una herencia.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “Javier Benito Gestión Patrimonial (JBGP), se constituye con la finalidad de ofrecer a nuestros clientes un un servicio independiente, personalizado y con un único objetivo: velar…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 6 contacts → | ||||
Exact match “Desde 2005 Fortium Family Office es un equipo dedicado al asesoramiento patrimonial y fiscal.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 6 contacts → | ||||
Exact match “Hemos podido observar en los últimos 20 años la proliferación de compañías de cualquier tamaño en el sector financiero.” Recorded in the RevenueBase company graph · Nov 6, 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 “intergenerational wealth planning firms”. 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 158 intergenerational wealth planning firms based in Spain
See the full list, filter by size, metro and specialty, and access 343 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Intergenerational wealth planning firms based in Spain at a glance
As of Nov 6, 2026Companies by employee count
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 158 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 Spain whose business descriptions match “intergenerational wealth planning firms” 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 343 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 November 6, 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.
Intergenerational wealth planning firms by metro
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 “intergenerational wealth planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many intergenerational wealth planning firms are there based in Spain?
RevenueBase identified 158 company matches for intergenerational wealth planning firms associated with Spain as of November 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?
Hereditas tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most intergenerational wealth planning firms?
Madrid leads with 55 company records, followed by Barcelona (33) and Valencia (7).
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 343 professional contacts with verified work emails tracked across these 158 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 158 intergenerational wealth planning firms based in Spain. Start with a free account, no credit card.
Download this list →Related lists
Intergenerational wealth planning firms by geography
- Intergenerational wealth planning firms based in Buenos Aires, Argentina
- Intergenerational wealth planning firms based in Brisbane City, Australia
- Intergenerational wealth planning firms based in Brisbane, Australia
- Intergenerational wealth planning firms based in Melbourne, Australia
- Intergenerational wealth planning firms based in Sydney, Australia
- Intergenerational wealth planning firms based in Porto Alegre, Brazil
- Intergenerational wealth planning firms based in Rio De Janeiro, Brazil
- Intergenerational wealth planning firms based in Sao Paulo, Brazil
- Intergenerational wealth planning firms based in Burlington, Canada
- Intergenerational wealth planning firms based in Calgary, Canada
- Intergenerational wealth planning firms based in Edmonton, Canada
- Intergenerational wealth planning firms based in Halifax, Canada
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Intergenerational wealth planning firms based in Buenos Aires, Argentina
- Intergenerational wealth planning firms based in Brisbane City, Australia
- Intergenerational wealth planning firms based in Brisbane, Australia
- Intergenerational wealth planning firms based in Melbourne, Australia
- Intergenerational wealth planning firms based in Sydney, Australia
- Intergenerational wealth planning firms based in Porto Alegre, Brazil
Company intelligence · public preview
Top 25 intergenerational wealth planning firms based in Spain
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 158 matching company records for intergenerational wealth planning firms based in Spain, with 2,150 tracked contacts and 343 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 intergenerational wealth planning firms based in Spain
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Hereditashereditasabogados.comHQ: Bilbao, SpainReported employees: 51-200 | Bilbao, Spain | 51-200 | Exact match | 106 contacts → |
“En Hereditas, somos un despacho de abogados especializado en derecho de familia, con amplia experiencia en ofrecer asistencia jurídica.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  AXA Exclusivaxa.esHQ: Madrid, SpainReported employees: 1,001-5,000 | Madrid, Spain | 1,001-5,000 | Exact match | 105 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Diaphanumdiaphanum.esHQ: Madrid, SpainReported employees: 51-200 | Madrid, Spain | 51-200 | Exact match | 78 contacts → |
“Diaphanum Valores S.V.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Fineco Private Banking Kutxabankfineco.comHQ: Bilbao-bilbo, SpainReported employees: 51-200 | Bilbao-bilbo, Spain | 51-200 | Exact match | 74 contacts → |
“Fineco is a financial institution devoted to providing global asset management and advice for to high-net-worth private clients, families, and institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  MDF Family Partnersmdffp.comHQ: Madrid, SpainReported employees: 11-50 | Madrid, Spain | 11-50 | Exact match | 73 contacts → |
“MdF Family Partners es una empresa independiente de asesoramiento familiar y financiero a grandes patrimonios.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Madrid, SpainReported employees: 51-200 | Madrid, Spain | 51-200 | Exact match | 68 contacts → |
“Tomamos partido por ti" Nos dedicamos a la asesoría independiente y personalizada en inversiones, colaborando con entidades financieras de primer nivel.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Ariete Sport&artistariete.capitalHQ: Barcelona, SpainReported employees: 11-50 | Barcelona, Spain | 11-50 | Exact match | 28 contacts → |
“Since 2009 and based in Barcelona, Ariete has successfully become a the global benchmark firm in wealth planning services for elite athletes and artists, accompanying them to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Efe&eneefeyene.comHQ: Valencia, SpainReported employees: 11-50 | Valencia, Spain | 11-50 | Exact match | 22 contacts → |
“EFE & ENE somos la consultora multidisciplinar líder en ofrecer soluciones personalizadas de inversión, organización y protección de grandes patrimonios, grupos familiares y…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Acacia Inversión Sgiic, S.Aacacia-inversion.comHQ: Bilbao, SpainReported employees: 11-50 | Bilbao, Spain | 11-50 | Exact match | 18 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Orienta Capital Sgiicorientacapital.com HQ: SpainReported employees: 11-50 | Spain | 11-50 | Exact match | 15 contacts → |
“Servicios de Asesoramiento patrimonial y financiero a personas físicas tendentes a obtener una rentabilidad de su patrimonio acordes a sus requerimientos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Gutierrez Pujadas & Partnersgpasoc.comHQ: Barcelona, SpainReported employees: 11-50 | Barcelona, Spain | 11-50 | Exact match | 15 contacts → |
“Allow us to welcome you to an international firm with a boutique mindset, specialising in the tax optimisation of your wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Diagonal Asset Management Sgiicdiagonalam.comHQ: Barcelona, SpainReported employees: 11-50 | Barcelona, Spain | 11-50 | Exact match | 15 contacts → |
“Gestión 100% independiente y personalizada de activos y patrimonios.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Family Enterprise Partnersfamilyenterprisepartners.comHQ: Madrid, SpainReported employees: 11-50 | Madrid, Spain | 11-50 | Exact match | 14 contacts → |
“Somos una firma internacional independiente, con presencia en Europa y América Latina.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Rhombusrhombusgc.comHQ: Barcelona, SpainReported employees: 11-50 | Barcelona, Spain | 11-50 | Exact match | 14 contacts → |
“El grupo RBS Global Consulting nació hace más de 10 años de la mano de profesionales de la Banca Privada y Corporativa con el afán de ofrecer al cliente un servicio de…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Value Treevaluetree.esHQ: Madrid, SpainReported employees: 11-50 | Madrid, Spain | 11-50 | Exact match | 13 contacts → |
“Cada patrimonio es único y se construye decisión a decisión.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Monterrimonterri.esHQ: Barcelona, SpainReported employees: 11-50 | Barcelona, Spain | 11-50 | Exact match | 10 contacts → |
“Monterri is a Single Family Office committed to preserving and growing value across generations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Cross Capitalcrosscapital.esHQ: Santa Cruz De Tenerife, SpainReported employees: 1-10 | Santa Cruz De Tenerife, Spain | 1-10 | Exact match | 10 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Aspain 11 Family Officesaspain11.comHQ: Madrid, SpainReported employees: 1-10 | Madrid, Spain | 1-10 | Exact match | 8 contacts → |
“Servicio al cliente y traje a medida adaptado a sus necesidades.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  OWL Partnersowl.partnersHQ: Madrid, SpainReported employees: 1-10 | Madrid, Spain | 1-10 | Exact match | 8 contacts → |
“En Owl Partners Wealth Advisors nos especializamos en inversiones financieras e inmobiliarias, consultoría y asesoramiento fiscal-legal.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Avalon Wealth Management A.Vavalonwm.comHQ: Madrid, SpainReported employees: 1-10 | Madrid, Spain | 1-10 | Exact match | 8 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 |  Invexcelinvexcel.comHQ: Madrid, SpainReported employees: 1-10 | Madrid, Spain | 1-10 | Exact match | 6 contacts → |
“In Invexcel Patrimonio we advise families and institutions requiring savvy, bespoke and unbiased financial advice, with an entrepreneurial vision of wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Herentoherento.comHQ: Barcelona, SpainReported employees: 1-10 | Barcelona, Spain | 1-10 | Exact match | 6 contacts → |
“Te acompañamos con total confianza y cercanía durante el proceso de planificación, tramitación y gestión de una herencia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  JB Gestión Patrimonialjbgestionpatrimonial.comHQ: Madrid, SpainReported employees: 11-50 | Madrid, Spain | 11-50 | Exact match | 6 contacts → |
“Javier Benito Gestión Patrimonial (JBGP), se constituye con la finalidad de ofrecer a nuestros clientes un un servicio independiente, personalizado y con un único objetivo: velar…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Fortiumfortium.esHQ: Seville, SpainReported employees: 1-10 | Seville, Spain | 1-10 | Exact match | 6 contacts → |
“Desde 2005 Fortium Family Office es un equipo dedicado al asesoramiento patrimonial y fiscal.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Value Capital Asset Management S.Lagmultiactivos.comHQ: Barcelona, SpainReported employees: 1-10 | Barcelona, Spain | 1-10 | Exact match | 6 contacts → |
“Hemos podido observar en los últimos 20 años la proliferación de compañías de cualquier tamaño en el sector financiero.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 158 company matches
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Intergenerational wealth planning firms: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
156 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 158 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Intergenerational wealth planning firms by metro
Questions about this company list
What does Exact match mean for intergenerational wealth planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many intergenerational wealth planning firms did RevenueBase find based in Spain?
The saved snapshot records 158 matching company records, 2,150 tracked contacts and 343 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Intergenerational wealth planning firms by geography
- Intergenerational wealth planning firms based in Buenos Aires, Argentina
- Intergenerational wealth planning firms based in Brisbane City, Australia
- Intergenerational wealth planning firms based in Brisbane, Australia
- Intergenerational wealth planning firms based in Melbourne, Australia
- Intergenerational wealth planning firms based in Sydney, Australia
- Intergenerational wealth planning firms based in Porto Alegre, Brazil
- Intergenerational wealth planning firms based in Rio De Janeiro, Brazil
- Intergenerational wealth planning firms based in Sao Paulo, Brazil
- Intergenerational wealth planning firms based in Burlington, Canada
- Intergenerational wealth planning firms based in Calgary, Canada
- Intergenerational wealth planning firms based in Edmonton, Canada
- Intergenerational wealth planning firms based in Halifax, Canada
Cite this list
RevenueBase Data Team. Top 25 intergenerational wealth planning firms based in Spain. Snapshot: November 6, 2026. https://revenuebase.ai/companies/intergenerational-wealth-planning-firms/spain.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Intergenerational wealth planning firms based in Buenos Aires, Argentina
- Intergenerational wealth planning firms based in Brisbane City, Australia
- Intergenerational wealth planning firms based in Brisbane, Australia
- Intergenerational wealth planning firms based in Melbourne, Australia
- Intergenerational wealth planning firms based in Sydney, Australia
- Intergenerational wealth planning firms based in Porto Alegre, Brazil
Company intelligence · public preview
Top 25 intergenerational wealth planning firms based in Spain
RevenueBase records 158 matching company records for intergenerational wealth planning firms based in Spain, with 2,150 tracked contacts and 343 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 intergenerational wealth planning firms based in Spain
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Hereditashereditasabogados.com HQ: Bilbao, SpainReported employees: 51-200 | Bilbao, Spain | 51-200 | Exact match | 106 contacts → |
“En Hereditas, somos un despacho de abogados especializado en derecho de familia, con amplia experiencia en ofrecer asistencia jurídica.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | AXA Exclusivaxa.es HQ: Madrid, SpainReported employees: 1,001-5,000 | Madrid, Spain | 1,001-5,000 | Exact match | 105 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Diaphanumdiaphanum.es HQ: Madrid, SpainReported employees: 51-200 | Madrid, Spain | 51-200 | Exact match | 78 contacts → |
“Diaphanum Valores S.V.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Fineco Private Banking Kutxabankfineco.com HQ: Bilbao-bilbo, SpainReported employees: 51-200 | Bilbao-bilbo, Spain | 51-200 | Exact match | 74 contacts → |
“Fineco is a financial institution devoted to providing global asset management and advice for to high-net-worth private clients, families, and institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | MDF Family Partnersmdffp.com HQ: Madrid, SpainReported employees: 11-50 | Madrid, Spain | 11-50 | Exact match | 73 contacts → |
“MdF Family Partners es una empresa independiente de asesoramiento familiar y financiero a grandes patrimonios.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Madrid, SpainReported employees: 51-200 | Madrid, Spain | 51-200 | Exact match | 68 contacts → |
“Tomamos partido por ti" Nos dedicamos a la asesoría independiente y personalizada en inversiones, colaborando con entidades financieras de primer nivel.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Ariete Sport&artistariete.capital HQ: Barcelona, SpainReported employees: 11-50 | Barcelona, Spain | 11-50 | Exact match | 28 contacts → |
“Since 2009 and based in Barcelona, Ariete has successfully become a the global benchmark firm in wealth planning services for elite athletes and artists, accompanying them to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Efe&eneefeyene.com HQ: Valencia, SpainReported employees: 11-50 | Valencia, Spain | 11-50 | Exact match | 22 contacts → |
“EFE & ENE somos la consultora multidisciplinar líder en ofrecer soluciones personalizadas de inversión, organización y protección de grandes patrimonios, grupos familiares y…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Acacia Inversión Sgiic, S.Aacacia-inversion.com HQ: Bilbao, SpainReported employees: 11-50 | Bilbao, Spain | 11-50 | Exact match | 18 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Orienta Capital Sgiicorientacapital.com HQ: SpainReported employees: 11-50 | Spain | 11-50 | Exact match | 15 contacts → |
“Servicios de Asesoramiento patrimonial y financiero a personas físicas tendentes a obtener una rentabilidad de su patrimonio acordes a sus requerimientos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Gutierrez Pujadas & Partnersgpasoc.com HQ: Barcelona, SpainReported employees: 11-50 | Barcelona, Spain | 11-50 | Exact match | 15 contacts → |
“Allow us to welcome you to an international firm with a boutique mindset, specialising in the tax optimisation of your wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Diagonal Asset Management Sgiicdiagonalam.com HQ: Barcelona, SpainReported employees: 11-50 | Barcelona, Spain | 11-50 | Exact match | 15 contacts → |
“Gestión 100% independiente y personalizada de activos y patrimonios.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Family Enterprise Partnersfamilyenterprisepartners.com HQ: Madrid, SpainReported employees: 11-50 | Madrid, Spain | 11-50 | Exact match | 14 contacts → |
“Somos una firma internacional independiente, con presencia en Europa y América Latina.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Rhombusrhombusgc.com HQ: Barcelona, SpainReported employees: 11-50 | Barcelona, Spain | 11-50 | Exact match | 14 contacts → |
“El grupo RBS Global Consulting nació hace más de 10 años de la mano de profesionales de la Banca Privada y Corporativa con el afán de ofrecer al cliente un servicio de…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Value Treevaluetree.es HQ: Madrid, SpainReported employees: 11-50 | Madrid, Spain | 11-50 | Exact match | 13 contacts → |
“Cada patrimonio es único y se construye decisión a decisión.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Monterrimonterri.es HQ: Barcelona, SpainReported employees: 11-50 | Barcelona, Spain | 11-50 | Exact match | 10 contacts → |
“Monterri is a Single Family Office committed to preserving and growing value across generations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Cross Capitalcrosscapital.es HQ: Santa Cruz De Tenerife, SpainReported employees: 1-10 | Santa Cruz De Tenerife, Spain | 1-10 | Exact match | 10 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Aspain 11 Family Officesaspain11.com HQ: Madrid, SpainReported employees: 1-10 | Madrid, Spain | 1-10 | Exact match | 8 contacts → |
“Servicio al cliente y traje a medida adaptado a sus necesidades.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | OWL Partnersowl.partners HQ: Madrid, SpainReported employees: 1-10 | Madrid, Spain | 1-10 | Exact match | 8 contacts → |
“En Owl Partners Wealth Advisors nos especializamos en inversiones financieras e inmobiliarias, consultoría y asesoramiento fiscal-legal.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Avalon Wealth Management A.Vavalonwm.com HQ: Madrid, SpainReported employees: 1-10 | Madrid, Spain | 1-10 | Exact match | 8 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 | Invexcelinvexcel.com HQ: Madrid, SpainReported employees: 1-10 | Madrid, Spain | 1-10 | Exact match | 6 contacts → |
“In Invexcel Patrimonio we advise families and institutions requiring savvy, bespoke and unbiased financial advice, with an entrepreneurial vision of wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Herentoherento.com HQ: Barcelona, SpainReported employees: 1-10 | Barcelona, Spain | 1-10 | Exact match | 6 contacts → |
“Te acompañamos con total confianza y cercanía durante el proceso de planificación, tramitación y gestión de una herencia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | JB Gestión Patrimonialjbgestionpatrimonial.com HQ: Madrid, SpainReported employees: 11-50 | Madrid, Spain | 11-50 | Exact match | 6 contacts → |
“Javier Benito Gestión Patrimonial (JBGP), se constituye con la finalidad de ofrecer a nuestros clientes un un servicio independiente, personalizado y con un único objetivo: velar…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Fortiumfortium.es HQ: Seville, SpainReported employees: 1-10 | Seville, Spain | 1-10 | Exact match | 6 contacts → |
“Desde 2005 Fortium Family Office es un equipo dedicado al asesoramiento patrimonial y fiscal.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Value Capital Asset Management S.Lagmultiactivos.com HQ: Barcelona, SpainReported employees: 1-10 | Barcelona, Spain | 1-10 | Exact match | 6 contacts → |
“Hemos podido observar en los últimos 20 años la proliferación de compañías de cualquier tamaño en el sector financiero.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 158 company matches
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Intergenerational wealth planning firms: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
156 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 158 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Intergenerational wealth planning firms by metro
Questions about this company list
What does Exact match mean for intergenerational wealth planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many intergenerational wealth planning firms did RevenueBase find based in Spain?
The saved snapshot records 158 matching company records, 2,150 tracked contacts and 343 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 intergenerational wealth planning firms based in Spain. Snapshot: November 6, 2026. https://revenuebase.ai/companies/intergenerational-wealth-planning-firms/spain.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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