Company lists · Data refreshed September 2026

Top 17 Investment advisory platforms based in Madrid, Spain

RevenueBase identified 45 company matches for investment advisory platforms associated with Madrid, Spain as of September 2026 and tracks 401 professional contacts across them, including 62 with verified work emails and 5 with mobile numbers. Across Spain, Madrid is the largest hub for this category.

This list covers company matches for investment advisory platforms associated with Madrid, 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 September 12, 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 RevenueBase SmartSearch · Exact Recorded Sep 12, 2026 How this list was built
45Companies
401Contacts tracked
62Verified emails
5Mobile numbers
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The 17 largest investment advisory platforms based in Madrid, Spain

Ranked by team size
Top 17 of 45 company matches for investment advisory platforms based in Madrid, Spain, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 12, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchMadrid, SpainHQ recorded Sep 12, 202651-20061 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 · Sep 12, 2026 · View company records in RevenueBase
2Exact matchMadrid, SpainHQ recorded Sep 12, 202651-20049 contacts →

Exact match

“Wealth Solutions, asesora a clientes de altos patrimonios tanto particulares como de instituciones (Fundaciones, ONG's, Sociedades de inversión, Single Family Offices, etc.) en…”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
3Exact matchMadrid, SpainHQ recorded Sep 12, 20261,001-5,00046 contacts →

Exact match

“Sabemos lo que para ti tiene valor.”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
4Exact matchMadrid, SpainHQ recorded Sep 12, 202611-5030 contacts →

Exact match

“Connect your finances.”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
5Exact matchMadrid, SpainHQ recorded Sep 12, 202611-5023 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
6Exact matchMadrid, SpainHQ recorded Sep 12, 2026n/a20 contacts →

Exact match

“Reinventando el asesoramiento patrimonial y financiero”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
7Exact matchMadrid, SpainHQ recorded Sep 12, 202611-5019 contacts →

Exact match

“Finizens es el Gestor Automatizado de Inversiones Especialista en Inversión Pasiva Indexada.”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
8Exact matchMadrid, SpainHQ recorded Sep 12, 202611-5016 contacts →

Exact match

“CoreCapital is an independent securities agency dedicated to portfolio management and wealth advide.”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
9Exact matchMadrid, SpainHQ recorded Sep 12, 202611-5014 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
10Exact matchMadrid, SpainHQ recorded Sep 12, 202651-20013 contacts →

Exact match

“Finletic is a fintech asset management company with the mission of offering the highest standards of wealth management to every investor.”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
11Exact matchMadrid, SpainHQ recorded Sep 12, 20261-109 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
12Exact matchMadrid, SpainHQ recorded Sep 12, 20261-108 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
13Exact matchMadrid, SpainHQ recorded Sep 12, 20261-107 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 · Sep 12, 2026 · View company records in RevenueBase
14Exact matchMadrid, SpainHQ recorded Sep 12, 20261-107 contacts →

Exact match

“Investment & Advisory”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
15Exact matchMadrid, SpainHQ recorded Sep 12, 20261-104 contacts →

Exact match

“FinanSee is an innovative financial service platform that addresses key issues in retail investing through personalized, AI-driven solutions.”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
16Exact matchMadrid, SpainHQ recorded Sep 12, 20261-103 contacts →

Exact match

“Brokvisor es una startup pionera en el asesoramiento en la gestión de carteras on line mediante algoritmos de machine learning.”

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
17Exact matchMadrid, SpainHQ recorded Sep 12, 20261-101 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase

Showing 17 of 45 investment advisory platforms based in Madrid, Spain

See the full list, filter by size, metro and specialty, and access 62 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment advisory platforms based in Madrid, Spain at a glance

As of Sep 12, 2026
15.5%Verified-email coverage
1.2%Mobile-number coverage
8.9Average contacts per company
1-10Median size (employees)
Sep 12, 2026Page data refreshed

Companies by employee count

1-10
30
11-50
9
51-200
4
1,001-5,000
1
10001+
1

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 16.0d

Company record updated

Median 52.0d

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 Madrid, Spain 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 62 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 12, 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 Madrid, Spain?

RevenueBase identified 45 company matches for investment advisory platforms associated with Madrid, Spain 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?

Icapital Asesores Financieros Y Patrimoniales tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Spain has the most investment advisory platforms?

Madrid leads Spain with 41 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 62 professional contacts with verified work emails tracked across these 45 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 12, 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.