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.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
54Companies
2,313Contacts tracked
1,121Verified emails
477Mobile numbers
Unlock all 54 companies Free signup · no credit card · 500 free credits

The 18 largest investment advisory platforms based in Italy

Ranked by team size
Top 18 of 54 investment advisory platforms based in Italy, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Banca WidibaIndirect evidence
Milano, ItalyHQ checked Sep 4, 2026201-500838

“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, 2026
2
InvestoproIndirect evidence
Milano, ItalyHQ checked Sep 4, 202611-5020

“News e analisi, educazione finanziaria, idee di investimento.”

Source: company website · checked Sep 4, 2026
3
Marzotto SIM S.P.AIndirect evidence
Milano Mi, ItalyHQ checked Sep 4, 202611-5015

“Marzotto Sim è autorizzata ad offre servizi di-Negoziazione per conto proprio (Delibera n.”

Source: company website · checked Sep 4, 2026
4
Fndx VCStrong evidence
Casalecchio Di Reno, ItalyHQ checked Sep 4, 202611-5012

“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, 2026
5
Fg2 CapitalStrong evidence
Milan, ItalyHQ checked Sep 4, 20261-1010

“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, 2026
6
EarnextIndirect evidence
Rome, ItalyHQ checked Sep 4, 20261-109

“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, 2026
7
Soldiexpert SCFIndirect evidence
Milan, ItalyHQ checked Sep 4, 20261-109

“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, 2026
8
Investplan SCFIndirect evidence
Firenze, ItalyHQ checked Sep 4, 20261-109

“InvestPlan è una società di consulenza finanziaria indipendente.”

Source: company website · checked Sep 4, 2026
9
Panrhema SCFIndirect evidence
Milan, ItalyHQ checked Sep 4, 20261-108

“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, 2026
10
KLEARIndirect evidence
Milano, ItalyHQ checked Sep 4, 20261-107

“Klear is an innovative startup reshaping wealth management by providing a fully digital and independent solution.”

Source: company website · checked Sep 4, 2026
11
Classis Capital S.P.AIndirect evidence
Milano, ItalyHQ checked Sep 4, 202611-505

“Classis Capital S.p.A è una società che promuove un modello di consulenza finanziaria indipendente.”

Source: company website · checked Sep 4, 2026
12
MindovermoneyIndirect evidence
Milan, ItalyHQ checked Sep 4, 20261-104

“Progettiamo soluzioni applicative in ambito Wealth Tech.”

Source: company website · checked Sep 4, 2026
13
DeltahedgeIndirect evidence
Bologna, ItalyHQ checked Sep 4, 20261-104

“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, 2026
14
Vision SCFIndirect evidence
Vicenza, ItalyHQ checked Sep 4, 20261-103

“Chi siamo?”

Source: company website · checked Sep 4, 2026
15
Voices Of WealthPartial evidence
Milano, ItalyHQ checked Sep 4, 202611-503

“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, 2026
16
bxt.aiPartial evidence
Milan, ItalyHQ checked Sep 4, 20261-102

“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, 2026
17
MacroassetPartial evidence
Genova, ItalyHQ checked Sep 4, 20261-101

“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, 2026
18
RelafiIndirect evidence
Verona, ItalyHQ checked Sep 4, 20261-101

“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, 2026

Showing 18 of 54 investment advisory platforms based in Italy

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,121 reachable decision-makers.

Free signup · no credit card

See all 54 companies

Investment advisory platforms based in Italy at a glance

As of Sep 4, 2026
1-10Median size (employees)
MilanLargest hub · 13 HQs
477Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
35
11-50
12
51-200
2
201-500
4
1,001-5,000
1

Verified emails by last verification

0–30
0
31–60
54
61–90
598
90–180
460
180+
9

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.

Ready to reach these companies? Verified emails and direct dials for all 54 investment advisory platforms based in Italy. Start with a free account, no credit card.

Get the full list

Related lists

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.