Company lists · Data refreshed September 2026
Top 18 Investment advisory platforms based in Italy
RevenueBase identified 54 investment advisory platforms headquartered in Italy as of September 2026 and tracks 2,313 professional contacts across them, including 1,121 with verified work emails and 477 with mobile numbers. Milan is the largest hub.
This list covers investment advisory 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 18 largest investment advisory platforms based in Italy
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 838 | ||||
“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: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 2 | 20 | ||||
“News e analisi, educazione finanziaria, idee di investimento.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 3 | 15 | ||||
“Marzotto Sim è autorizzata ad offre servizi di-Negoziazione per conto proprio (Delibera n.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 4 | 12 | ||||
“FNDX is a leading digital investment advisory and provides consultancy and support to the most talented founders and entrepreneurs worldwide.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 5 | 10 | ||||
“FG2 Capital is a financial services platform, whose distinctive model integrates investments with corporate advisory solutions for innovative, high-growth companies.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 6 | 9 | ||||
“Earnext è una piattaforma tecnologicamente avanzata per supportare i commercialisti e i consulenti finanziari nella predisposizione del Wealth Plan per la clientela privata e le…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9 | ||||
“Fra i primi in Italia a offrire ai risparmiatori una consulenza non fintamente attiva e non in conflitto d'interessi.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 | ||||
“InvestPlan è una società di consulenza finanziaria indipendente.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 9 | 8 | ||||
“Panrhema SCF è una Società di Consulenza Finanziaria Indipendente che opera nell’interesse esclusivo dei propri clienti privati e istituzionali.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 10 | KLEARIndirect evidence | 7 | |||
“Klear is an innovative startup reshaping wealth management by providing a fully digital and independent solution.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 | ||||
“Classis Capital S.p.A è una società che promuove un modello di consulenza finanziaria indipendente.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 12 | MindovermoneyIndirect evidence | 4 | |||
“Progettiamo soluzioni applicative in ambito Wealth Tech.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 | ||||
“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: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 14 | Vision SCFIndirect evidence | 3 | |||
“Chi siamo?” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 15 | Voices Of WealthPartial evidence | 3 | |||
“VOICES OF WEALTH is the first Market place and Multimedia platform in Europe dedicated to the Digital transformation of the Wealth Management industry.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 | ||||
“BXT.ai 🤖: Elevating Your Investment Experience with Artificial Intelligence At BXT.ai, we are committed to transforming the investment landscape by combining advanced artificial…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 17 | MacroassetPartial evidence | 1 | |||
“Macroasset partners with financial advisors, private bankers, and family offices through independent research, multi-asset allocation, and bespoke advisory.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 18 | RelafiIndirect evidence | 1 | |||
“Realizzato su misura per i consulenti finanziari, Relafi semplifica e automatizza le attività quotidiane di gestione delle interazioni con clienti e assistenti.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
Showing 18 of 54 investment advisory platforms based in Italy
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Investment advisory platforms based in Italy at a glance
As of Sep 4, 2026Companies by employee count
Verified emails by last verification
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 investment advisory platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Italy whose own description of what they do matches “investment advisory platforms”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among investment advisory 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 an evidence 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, 1,121 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 4, 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
How many investment advisory platforms are there based in Italy?
RevenueBase identified 54 investment advisory 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?
Banca Widiba, headquartered in Milano, tops this list with the largest team on record.
Which city has the most investment advisory platforms?
Milan leads with 13 headquartered companies, followed by Milano (6) and Roma (5).
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 1,121 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 4, 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 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.
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