Company lists · Data refreshed September 2026
Top 20 Investment advisory platforms based in Mexico
RevenueBase identified 64 company matches for investment advisory platforms associated with Mexico as of September 2026 and tracks 575 professional contacts across them, including 115 with verified work emails and 8 with mobile numbers. Mexico City is the largest hub.
This list covers company matches for investment advisory platforms associated with Mexico, 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 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 20 largest investment advisory platforms based in Mexico
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 100 contacts → | ||||
Exact match “Proyecta Tu Futuro es una empresa 100% potosina de asesoría financiera personal.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 2 | 61 contacts → | ||||
Exact match “Desde 1995, nos dedicamos a dar un servicio altamente personalizado direccionado a dar soluciones financieras a través de la implementación de estrategias que contribuyan en la…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 3 | 36 contacts → | ||||
Exact match “En Aurex Capital, estamos dedicados a proporcionar una gestión integral de carteras de valores, tomando decisiones de inversión en nombre y por cuenta de nuestros clientes.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 4 | 26 contacts → | ||||
Exact match “AdSOFT se enfoca en soluciones de sistemas para el sector financiero.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 5 | 19 contacts → | ||||
Exact match “En Sherpa Capital somos un asesor independiente de inversiones con sede en México, regulado por la CNBV, enfocado en acompañar a clientes privados e institucionales en la…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 6 | 13 contacts → | ||||
Exact match “Somos un servicio de inversión 100% digital que a través de una app te permite gestionar tu dinero e invertir de la manera más sencilla, segura y transparente.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 7 | 12 contacts → | ||||
Exact match “A través de nuestra plataforma digital, gestionamos portafolios de inversión en el mercado bursátil, con base en el perfil de riesgo y objetivo de inversión, de una manera fácil…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 8 | 11 contacts → | ||||
Exact match “Somos una firma de asesores de inversión independiente, formada por un grupo de personas con una amplia experiencia en los mercados financieros globales.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 9 | 11 contacts → | ||||
Exact match “Founded in 2023, Holistic Advisors is a wealth management advisory firm, which solves your financial needs through a broad portfolio of investment alternatives.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 10 | 11 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match “Somos una app diseñada para simplificar la inversión mediante portafolios gestionados por tecnología de inteligencia artificial.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 12 | 8 contacts → | ||||
Exact match “Asesores en Inversiones | Para los individuos o familias que busquen una inversión para el largo plazo y un acompañamiento en las decisiones financieras más importantes” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “ADDIKA Wealth Consolidation, a través de una plataforma digital, te permite tener la administración y control total sobre tu portafolio de activos.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “Private Capital Management SAPI de CV (Private Capital) is a Financial Advisory based in Mexico City.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “Autem es una firma de asesoría en inversiones con un modelo de negocio que nos da independencia para trabajar con diferentes Instituciones Financieras, buscando las mejores…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “Asesores financieros patrimoniales, especialistas en seguros, gastos médicos mayores, planes de ahorro, inversiones y cripto activos.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Este servicio se enfoca en personas que requieren asesoría financiera patrimonial con una visión de inversión global.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “En Entre Números, creemos que México puede ser un país con mejor salud financiera, a través de la colaboración, profesionalismo y honestidad.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Ofrecemos servicios de inversión asesorados que incluyen la asesoría y gestión financiera dentro de los mercados de renta variable y fija, generando rendimientos con un manejo…” Recorded in the RevenueBase company graph · Sep 4, 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 “investment advisory platforms”. 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 20 of 64 investment advisory platforms based in Mexico
See the full list, filter by size, metro and specialty, and access 115 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Investment advisory platforms based in Mexico at a glance
As of Sep 4, 2026Companies by employee count
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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 Mexico whose business descriptions match “investment advisory platforms” 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 115 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 September 4, 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.
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 “investment advisory platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment advisory platforms are there based in Mexico?
RevenueBase identified 64 company matches for investment advisory platforms associated with Mexico as of September 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?
Proyecta TU Futuro tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most investment advisory platforms?
Mexico City leads with 19 company records, followed by San Pedro Garza Garcia (4) and Mexico (3).
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 115 professional contacts with verified work emails tracked across these 64 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 September 4, 2026.
Ready to reach these companies? Verified emails and direct dials for all 64 investment advisory platforms based in Mexico. Start with a free account, no credit card.
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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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Company intelligence · public preview
Top 20 investment advisory platforms based in Mexico
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 64 matching company records for investment advisory platforms based in Mexico, with 575 tracked contacts and 115 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 4, 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 20 investment advisory platforms based in Mexico
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 |  Proyecta TU Futuroproyectatufuturo.comHQ: MexicoReported employees: 11-50 | Mexico | 11-50 | Exact match | 100 contacts → |
“Proyecta Tu Futuro es una empresa 100% potosina de asesoría financiera personal.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: San Pedro Garza Garcia, MexicoReported employees: 51-200 | San Pedro Garza Garcia, Mexico | 51-200 | Exact match | 61 contacts → |
“Desde 1995, nos dedicamos a dar un servicio altamente personalizado direccionado a dar soluciones financieras a través de la implementación de estrategias que contribuyan en la…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Aurex Capitalaurexcapital.mxHQ: San Pedro Garza García, MexicoReported employees: 51-200 | San Pedro Garza García, Mexico | 51-200 | Exact match | 36 contacts → |
“En Aurex Capital, estamos dedicados a proporcionar una gestión integral de carteras de valores, tomando decisiones de inversión en nombre y por cuenta de nuestros clientes.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Adsoftadsoft.mxHQ: Mexico City, MexicoReported employees: 11-50 | Mexico City, Mexico | 11-50 | Exact match | 26 contacts → |
“AdSOFT se enfoca en soluciones de sistemas para el sector financiero.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Sherpa Capitalsherpacapital.com.mxHQ: Distrito, MexicoReported employees: 11-50 | Distrito, Mexico | 11-50 | Exact match | 19 contacts → |
“En Sherpa Capital somos un asesor independiente de inversiones con sede en México, regulado por la CNBV, enfocado en acompañar a clientes privados e institucionales en la…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  DINNdinn.com.mxHQ: Mexico City, MexicoReported employees: 11-50 | Mexico City, Mexico | 11-50 | Exact match | 13 contacts → |
“Somos un servicio de inversión 100% digital que a través de una app te permite gestionar tu dinero e invertir de la manera más sencilla, segura y transparente.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  PILOUpilou.ioHQ: Mexico City, MexicoReported employees: 11-50 | Mexico City, Mexico | 11-50 | Exact match | 12 contacts → |
“A través de nuestra plataforma digital, gestionamos portafolios de inversión en el mercado bursátil, con base en el perfil de riesgo y objetivo de inversión, de una manera fácil…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Stratos Asesores Financierosstratosasesores.comHQ: San Pedro Garza Garcia, MexicoReported employees: 11-50 | San Pedro Garza Garcia, Mexico | 11-50 | Exact match | 11 contacts → |
“Somos una firma de asesores de inversión independiente, formada por un grupo de personas con una amplia experiencia en los mercados financieros globales.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Holistic Advisorsholisticadvisors.mxHQ: Monterrey, MexicoReported employees: 11-50 | Monterrey, Mexico | 11-50 | Exact match | 11 contacts → |
“Founded in 2023, Holistic Advisors is a wealth management advisory firm, which solves your financial needs through a broad portfolio of investment alternatives.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  GBM Real Estategbm.comHQ: Mexico City, MexicoReported employees: 501-1,000 | Mexico City, Mexico | 501-1,000 | Exact match | 11 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 |  Mamut Capitalmamutcapital.comHQ: Queretaro, MexicoReported employees: 1-10 | Queretaro, Mexico | 1-10 | Exact match | 8 contacts → |
“Somos una app diseñada para simplificar la inversión mediante portafolios gestionados por tecnología de inteligencia artificial.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Buhox Wealth Managementbuhox.mxHQ: Monterrey, MexicoReported employees: 1-10 | Monterrey, Mexico | 1-10 | Exact match | 8 contacts → |
“Asesores en Inversiones | Para los individuos o familias que busquen una inversión para el largo plazo y un acompañamiento en las decisiones financieras más importantes” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Addika Wealth Consolidationaddika.ioHQ: Zapopan, MexicoReported employees: 1-10 | Zapopan, Mexico | 1-10 | Exact match | 5 contacts → |
“ADDIKA Wealth Consolidation, a través de una plataforma digital, te permite tener la administración y control total sobre tu portafolio de activos.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Private Capital Méxicoprivatecapital.com.mxHQ: MexicoReported employees: 1-10 | Mexico | 1-10 | Exact match | 5 contacts → |
“Private Capital Management SAPI de CV (Private Capital) is a Financial Advisory based in Mexico City.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Autem Asset Managementautem-am.comHQ: Mexico City, MexicoReported employees: 1-10 | Mexico City, Mexico | 1-10 | Exact match | 4 contacts → |
“Autem es una firma de asesoría en inversiones con un modelo de negocio que nos da independencia para trabajar con diferentes Instituciones Financieras, buscando las mejores…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  MS Advisors Wealth Managementmsasesores.mxHQ: Miguel Hidalgo, MexicoReported employees: 11-50 | Miguel Hidalgo, Mexico | 11-50 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 |  ADN Risk Solutionsadnrisksolutions.mxHQ: Huixquilucan, MexicoReported employees: 1-10 | Huixquilucan, Mexico | 1-10 | Exact match | 3 contacts → |
“Asesores financieros patrimoniales, especialistas en seguros, gastos médicos mayores, planes de ahorro, inversiones y cripto activos.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  VS Wealth Managementvs-wm.comHQ: Mexico City, MexicoReported employees: 1-10 | Mexico City, Mexico | 1-10 | Exact match | 1 contacts → |
“Este servicio se enfoca en personas que requieren asesoría financiera patrimonial con una visión de inversión global.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Entre Númerosentrenumeros.comHQ: Mexico D.F. Cdmx, MexicoReported employees: 1-10 | Mexico D.F. Cdmx, Mexico | 1-10 | Exact match | 1 contacts → |
“En Entre Números, creemos que México puede ser un país con mejor salud financiera, a través de la colaboración, profesionalismo y honestidad.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  León Capital Inversionesleoncapital.mxHQ: Leon, MexicoReported employees: 1-10 | Leon, Mexico | 1-10 | Exact match | 1 contacts → |
“Ofrecemos servicios de inversión asesorados que incluyen la asesoría y gestión financiera dentro de los mercados de renta variable y fija, generando rendimientos con un manejo…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 64 company matches
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Investment advisory platforms: dataset insights
September 4, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
64 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 4, 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 ↗
Questions about this company list
What does Exact match mean for investment advisory platforms?
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 investment advisory platforms did RevenueBase find based in Mexico?
The saved snapshot records 64 matching company records, 575 tracked contacts and 115 verified emails. The public preview displays 20 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: September 4, 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
Investment advisory platforms by geography
- Investment advisory platforms based in the United States
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- Investment advisory platforms based in Brazil
- Investment advisory platforms based in Australia
- Investment advisory platforms based in France
- Investment advisory platforms based in Canada
- Investment advisory platforms based in Germany
- Investment advisory platforms based in Switzerland
- Investment advisory platforms based in South Africa
- Investment advisory platforms based in Spain
- Investment advisory platforms based in the Netherlands
- Investment advisory platforms based in Argentina
Browse the directory
Cite this list
RevenueBase Data Team. Top 20 investment advisory platforms based in Mexico. Snapshot: September 4, 2026. https://revenuebase.ai/companies/investment-advisory-platforms/mexico.
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
- Investment advisory platforms based in the United States
- Investment advisory platforms based in the United Kingdom
- Investment advisory platforms based in Brazil
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Company intelligence · public preview
Top 20 investment advisory platforms based in Mexico
RevenueBase records 64 matching company records for investment advisory platforms based in Mexico, with 575 tracked contacts and 115 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 4, 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 20 investment advisory platforms based in Mexico
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 | Proyecta TU Futuroproyectatufuturo.com HQ: MexicoReported employees: 11-50 | Mexico | 11-50 | Exact match | 100 contacts → |
“Proyecta Tu Futuro es una empresa 100% potosina de asesoría financiera personal.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: San Pedro Garza Garcia, MexicoReported employees: 51-200 | San Pedro Garza Garcia, Mexico | 51-200 | Exact match | 61 contacts → |
“Desde 1995, nos dedicamos a dar un servicio altamente personalizado direccionado a dar soluciones financieras a través de la implementación de estrategias que contribuyan en la…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Aurex Capitalaurexcapital.mx HQ: San Pedro Garza García, MexicoReported employees: 51-200 | San Pedro Garza García, Mexico | 51-200 | Exact match | 36 contacts → |
“En Aurex Capital, estamos dedicados a proporcionar una gestión integral de carteras de valores, tomando decisiones de inversión en nombre y por cuenta de nuestros clientes.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Adsoftadsoft.mx HQ: Mexico City, MexicoReported employees: 11-50 | Mexico City, Mexico | 11-50 | Exact match | 26 contacts → |
“AdSOFT se enfoca en soluciones de sistemas para el sector financiero.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Sherpa Capitalsherpacapital.com.mx HQ: Distrito, MexicoReported employees: 11-50 | Distrito, Mexico | 11-50 | Exact match | 19 contacts → |
“En Sherpa Capital somos un asesor independiente de inversiones con sede en México, regulado por la CNBV, enfocado en acompañar a clientes privados e institucionales en la…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | DINNdinn.com.mx HQ: Mexico City, MexicoReported employees: 11-50 | Mexico City, Mexico | 11-50 | Exact match | 13 contacts → |
“Somos un servicio de inversión 100% digital que a través de una app te permite gestionar tu dinero e invertir de la manera más sencilla, segura y transparente.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | PILOUpilou.io HQ: Mexico City, MexicoReported employees: 11-50 | Mexico City, Mexico | 11-50 | Exact match | 12 contacts → |
“A través de nuestra plataforma digital, gestionamos portafolios de inversión en el mercado bursátil, con base en el perfil de riesgo y objetivo de inversión, de una manera fácil…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Stratos Asesores Financierosstratosasesores.com HQ: San Pedro Garza Garcia, MexicoReported employees: 11-50 | San Pedro Garza Garcia, Mexico | 11-50 | Exact match | 11 contacts → |
“Somos una firma de asesores de inversión independiente, formada por un grupo de personas con una amplia experiencia en los mercados financieros globales.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Holistic Advisorsholisticadvisors.mx HQ: Monterrey, MexicoReported employees: 11-50 | Monterrey, Mexico | 11-50 | Exact match | 11 contacts → |
“Founded in 2023, Holistic Advisors is a wealth management advisory firm, which solves your financial needs through a broad portfolio of investment alternatives.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | GBM Real Estategbm.com HQ: Mexico City, MexicoReported employees: 501-1,000 | Mexico City, Mexico | 501-1,000 | Exact match | 11 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | Mamut Capitalmamutcapital.com HQ: Queretaro, MexicoReported employees: 1-10 | Queretaro, Mexico | 1-10 | Exact match | 8 contacts → |
“Somos una app diseñada para simplificar la inversión mediante portafolios gestionados por tecnología de inteligencia artificial.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Buhox Wealth Managementbuhox.mx HQ: Monterrey, MexicoReported employees: 1-10 | Monterrey, Mexico | 1-10 | Exact match | 8 contacts → |
“Asesores en Inversiones | Para los individuos o familias que busquen una inversión para el largo plazo y un acompañamiento en las decisiones financieras más importantes” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Addika Wealth Consolidationaddika.io HQ: Zapopan, MexicoReported employees: 1-10 | Zapopan, Mexico | 1-10 | Exact match | 5 contacts → |
“ADDIKA Wealth Consolidation, a través de una plataforma digital, te permite tener la administración y control total sobre tu portafolio de activos.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Private Capital Méxicoprivatecapital.com.mx HQ: MexicoReported employees: 1-10 | Mexico | 1-10 | Exact match | 5 contacts → |
“Private Capital Management SAPI de CV (Private Capital) is a Financial Advisory based in Mexico City.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Autem Asset Managementautem-am.com HQ: Mexico City, MexicoReported employees: 1-10 | Mexico City, Mexico | 1-10 | Exact match | 4 contacts → |
“Autem es una firma de asesoría en inversiones con un modelo de negocio que nos da independencia para trabajar con diferentes Instituciones Financieras, buscando las mejores…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | MS Advisors Wealth Managementmsasesores.mx HQ: Miguel Hidalgo, MexicoReported employees: 11-50 | Miguel Hidalgo, Mexico | 11-50 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | ADN Risk Solutionsadnrisksolutions.mx HQ: Huixquilucan, MexicoReported employees: 1-10 | Huixquilucan, Mexico | 1-10 | Exact match | 3 contacts → |
“Asesores financieros patrimoniales, especialistas en seguros, gastos médicos mayores, planes de ahorro, inversiones y cripto activos.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | VS Wealth Managementvs-wm.com HQ: Mexico City, MexicoReported employees: 1-10 | Mexico City, Mexico | 1-10 | Exact match | 1 contacts → |
“Este servicio se enfoca en personas que requieren asesoría financiera patrimonial con una visión de inversión global.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Entre Númerosentrenumeros.com HQ: Mexico D.F. Cdmx, MexicoReported employees: 1-10 | Mexico D.F. Cdmx, Mexico | 1-10 | Exact match | 1 contacts → |
“En Entre Números, creemos que México puede ser un país con mejor salud financiera, a través de la colaboración, profesionalismo y honestidad.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | León Capital Inversionesleoncapital.mx HQ: Leon, MexicoReported employees: 1-10 | Leon, Mexico | 1-10 | Exact match | 1 contacts → |
“Ofrecemos servicios de inversión asesorados que incluyen la asesoría y gestión financiera dentro de los mercados de renta variable y fija, generando rendimientos con un manejo…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Investment advisory platforms: dataset insights
September 4, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
64 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 4, 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 ↗
Questions about this company list
What does Exact match mean for investment advisory platforms?
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 investment advisory platforms did RevenueBase find based in Mexico?
The saved snapshot records 64 matching company records, 575 tracked contacts and 115 verified emails. The public preview displays 20 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: September 4, 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 20 investment advisory platforms based in Mexico. Snapshot: September 4, 2026. https://revenuebase.ai/companies/investment-advisory-platforms/mexico.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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