Company lists · Data refreshed September 2026

Top 17 Investment advisory platforms based in Madrid, Spain

RevenueBase identified 45 investment advisory platforms headquartered in Madrid, Spain as of September 2026 and tracks 401 professional contacts across them, including 62 with verified work emails and 5 with mobile numbers. Madrid is the largest hub.

This list covers investment advisory platforms headquartered in Madrid, 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 12, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 RevenueBase Smart Search rating on every row Refreshed Sep 12, 2026 86% judged on-target in blind review
45Companies
401Contacts tracked
62Verified emails
5Mobile numbers
Explore this list → Free signup · no credit card · 500 free credits

The 17 largest investment advisory platforms based in Madrid, Spain

Ranked by team size
Top 17 of 45 investment advisory platforms based in Madrid, Spain, ranked by team size, largest first. Data refreshed Sep 12, 2026. RevenueBase Smart Search rates how each company's information relates to investment advisory platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceMadrid, SpainHQ checked Sep 12, 202651-20061 contacts →

Indirect evidence

“Tomamos partido por ti" Nos dedicamos a la asesoría independiente y personalizada en inversiones, colaborando con entidades financieras de primer nivel.”

Source: RevenueBase Database · checked Sep 12, 2026
2Indirect evidenceMadrid, SpainHQ checked Sep 12, 202651-20049 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 12, 2026
3Indirect evidenceMadrid, SpainHQ checked Sep 12, 20261,001-5,00046 contacts →

Indirect evidence

“Sabemos lo que para ti tiene valor.”

Source: RevenueBase Database · checked Sep 12, 2026
4Indirect evidenceMadrid, SpainHQ checked Sep 12, 202611-5030 contacts →

Indirect evidence

“Connect your finances.”

Source: RevenueBase Database · checked Sep 12, 2026
5Indirect evidenceMadrid, SpainHQ checked Sep 12, 202611-5023 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 12, 2026
6Indirect evidenceMadrid, SpainHQ checked Sep 12, 2026n/a20 contacts →

Indirect evidence

“Reinventando el asesoramiento patrimonial y financiero”

Source: RevenueBase Database · checked Sep 12, 2026
7Indirect evidenceMadrid, SpainHQ checked Sep 12, 202611-5019 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 12, 2026
8Indirect evidenceMadrid, SpainHQ checked Sep 12, 202611-5016 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 12, 2026
9Indirect evidenceMadrid, SpainHQ checked Sep 12, 202611-5014 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 12, 2026
10Indirect evidenceMadrid, SpainHQ checked Sep 12, 202651-20013 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 12, 2026
11Partial evidenceMadrid, SpainHQ checked Sep 12, 20261-109 contacts →

Partial evidence

“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: RevenueBase Database · checked Sep 12, 2026
12Indirect evidenceMadrid, SpainHQ checked Sep 12, 20261-108 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 12, 2026
13Indirect evidenceMadrid, SpainHQ checked Sep 12, 20261-107 contacts →

Indirect evidence

“In Invexcel Patrimonio we advise families and institutions requiring savvy, bespoke and unbiased financial advice, with an entrepreneurial vision of wealth.”

Source: RevenueBase Database · checked Sep 12, 2026
14Strong evidenceMadrid, SpainHQ checked Sep 12, 20261-107 contacts →

Strong evidence

“Investment & Advisory”

Source: RevenueBase Database · checked Sep 12, 2026
15Partial evidenceMadrid, SpainHQ checked Sep 12, 20261-104 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 12, 2026
16Indirect evidenceMadrid, SpainHQ checked Sep 12, 20261-103 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 12, 2026
17Indirect evidenceMadrid, SpainHQ checked Sep 12, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 12, 2026

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

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 62 reachable decision-makers.

Free signup · no credit card

View the full list →

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)
91.1%Largest-city concentration · Madrid
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

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 RevenueBase Smart Search 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 Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Madrid, 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.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment advisory platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
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 Madrid 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 its RevenueBase Smart Search 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, 62 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 12, 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 in Spain

  • Investment advisory platforms in Madrid41

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment advisory platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many investment advisory platforms are there based in Madrid, Spain?

RevenueBase identified 45 investment advisory platforms headquartered in Madrid, 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 Madrid, 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 62 verified decision-maker contacts tracked across these 45 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 12, 2026.

Ready to reach these companies? Verified emails and direct dials for all 45 investment advisory platforms based in Madrid, Spain. Start with a free account, no credit card.

Download this 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 Smart Search, 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.