Company lists · Data refreshed September 2026
Top 25 Investment advisory platforms based in Spain
RevenueBase identified 94 investment advisory platforms headquartered in Spain as of September 2026 and tracks 606 professional contacts across them, including 112 with verified work emails and 11 with mobile numbers. Madrid is the largest hub.
This list covers investment advisory platforms headquartered in Spain, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, 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 25 largest investment advisory platforms based in Spain
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 62 | ||||
“Tomamos partido por ti" Nos dedicamos a la asesoría independiente y personalizada en inversiones, colaborando con entidades financieras de primer nivel.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 2 | 48 | ||||
“Wealth Solutions, asesora a clientes de altos patrimonios tanto particulares como de instituciones (Fundaciones, ONG's, Sociedades de inversión, Single Family Offices, etc.) en…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 3 | 46 | ||||
“Sabemos lo que para ti tiene valor.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 4 | 31 | ||||
“Connect your finances.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 5 | Welcome AMIndirect evidence | 23 | |||
“Welcome Asset Management es una firma de asesoramiento y gestión financiera que nace como una alternativa innovadora frente al entorno económico actual y las normativas del sector.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 6 | 20 | ||||
“InbestMe is a highly personalized and independent automated portfolio manager also known as robo advisor.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 7 | 20 | ||||
“Reinventando el asesoramiento patrimonial y financiero” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 8 | 18 | ||||
“Finizens es el Gestor Automatizado de Inversiones Especialista en Inversión Pasiva Indexada.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 9 | 15 | ||||
“CoreCapital is an independent securities agency dedicated to portfolio management and wealth advide.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 10 | 14 | ||||
“Adaral es la plataforma que permite a las asesorías colaborar con todos sus clientes, automatizar su contabilidad y trabajar de forma más eficiente, sin cambiar de software.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 11 | 12 | ||||
“Finletic is a fintech asset management company with the mission of offering the highest standards of wealth management to every investor.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 12 | 9 | ||||
“Our mission is for Investment Services Companies to deliver the best version of themselves in digital environments.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 13 | 9 | ||||
“Feelcapital es el primer robo advisor español (asesoramiento automático o robótico) que analiza de forma personal el perfil de sus usuarios optimizando su dinero en fondos de…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 14 | 8 | ||||
“Consilio Asesores Patrimoniales Independientes, EAF, registrada en la CNMV con el número 133, es una firma de asesoramiento financiero que trata de dar respuesta a una demanda…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 15 | 7 | ||||
“In Invexcel Patrimonio we advise families and institutions requiring savvy, bespoke and unbiased financial advice, with an entrepreneurial vision of wealth.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 16 | 7 | ||||
“Empresa de Asesoramiento Financiero nº 96 fundada en 2012, especializada en planificación financiera y gestión de patrimonio.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 17 | 7 | ||||
“Investment & Advisory” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5 | ||||
“Finline es la primera plataforma de asesoramiento financiero independiente de España que ha desarrollado una tecnología propia, segura y confiable para proporcionar un servicio de…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 | ||||
“Hemos podido observar en los últimos 20 años la proliferación de compañías de cualquier tamaño en el sector financiero.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 | ||||
“En Finanfox, creemos que todos merecen un futuro financiero seguro y sin estrés.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 21 | 4 | ||||
“FinanSee is an innovative financial service platform that addresses key issues in retail investing through personalized, AI-driven solutions.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 | ||||
“IfCapital es una empresa de asesoramiento financiero acreditada por la Comisión Nacional del Mercado de Valores con el número de registro 237.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 23 | Mercuryo GroupIndirect evidence | 3 | |||
“y Entendemos tus necesidades y guiamos hacia soluciones efectivas.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 24 | Quality Finance Wealth ManagementIndirect evidence | 3 | |||
“Quality Finance es una firma de asesoramiento financiero especializada en la gestión patrimonial personalizada.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 | ||||
“Brokvisor es una startup pionera en el asesoramiento en la gestión de carteras on line mediante algoritmos de machine learning.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
Showing 25 of 94 investment advisory platforms based in Spain
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Investment advisory platforms based in Spain 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 Spain 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 Spain are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and 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, 112 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.
Investment advisory platforms by metro
- Investment advisory platforms in Madrid41
Frequently asked
How many investment advisory platforms are there based in Spain?
RevenueBase identified 94 investment advisory platforms headquartered in Spain as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Icapital Asesores Financieros Y Patrimoniales, headquartered in Valencia, tops this list with the largest team on record.
Which city has the most investment advisory platforms?
Madrid leads with 41 headquartered companies, followed by Valencia (8) and Barcelona (6).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 112 verified decision-maker contacts tracked across these 94 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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