Company lists · Data refreshed September 2026

Top 16 Investment advisory services based in Poland

RevenueBase identified 71 investment advisory services headquartered in Poland as of September 2026 and tracks 3,380 professional contacts across them, including 132 with verified work emails. Warszawa is the largest hub.

This list covers investment advisory services headquartered in Poland, 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 20, 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 20, 2026 86% judged on-target in blind review
71Companies
3,380Contacts tracked
132Verified emails
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The 16 largest investment advisory services based in Poland

Ranked by team size
Top 16 of 71 investment advisory services based in Poland, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment advisory services: 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 evidenceWarszawa, PolandHQ checked Sep 20, 2026201-500131 contacts →

Indirect evidence

“Idziemy razem, każdego dnia w drodze do Twojego celu.” Dom Inwestycyjny Xelion sp.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceKatowice, PolandHQ checked Sep 20, 202651-20067 contacts →

Indirect evidence

“Jesteśmy pionierami w tworzeniu zawodu planera finansowego w Polsce, z dumą wspierając naszych klientów w zarządzaniu finansami osobistymi.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceWarszawa, PolandHQ checked Sep 20, 202611-5029 contacts →

Indirect evidence

“Dbamy o Twoją przyszłość dając możliwość dołączenia do dochodowego biznesu.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceWarszawa, PolandHQ checked Sep 20, 202651-20021 contacts →

Indirect evidence

“We are an independent company that provides financial services, offered by carefully selected Partners, to affluent individual and corporate clients.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceWarsaw, PolandHQ checked Sep 20, 202611-5020 contacts →

Indirect evidence

“cc group jest liderem na polskim rynku kapitałowym w obszarze relacji inwestorskich, doradztwa transakcyjnego oraz realizacji kompleksowych projektów doradczych na rzecz spółek…”

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceWrocław, PolandHQ checked Sep 20, 202611-5011 contacts →

Partial evidence

“We offer comprehensive financial advisory services tailored to the individual needs of our clients.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceKraków, PolandHQ checked Sep 20, 202611-506 contacts →

Indirect evidence

“G2J Consulting wspiera inwestorów, zarządy i organizacje w skutecznej realizacji projektów inwestycyjnych.”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceOchota, PolandHQ checked Sep 20, 202611-505 contacts →

Partial evidence

“World Business Council is a financial advisory and deal management firm supporting fundraising preparation, investor outreach, M&A advisory, acquisition support, valuation…”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceWarszawa, PolandHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“Acropolis Advisory is an independent financial advisory firm.”

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceKraków, PolandHQ checked Sep 20, 20261-104 contacts →

Partial evidence

“Equity Advisors provides advisory services for corporates, including mergers and acquisitions, raising capital, corporate finance and valuations, market research.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceWarsaw, PolandHQ checked Sep 20, 202611-504 contacts →

Indirect evidence

“Carlson Capital Partners jest spółką doradczo – inwestycyjną wyspecjalizowaną w: Doradztwie przy fuzjach i przejęciach – Mergers & Acquisitions, Transakcjach polegających na…”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceWrocław, PolandHQ checked Sep 20, 202611-504 contacts →

Indirect evidence

“Prometeia Capital jest firmą doradczo-inwestycyjną specjalizującą się w pozyskiwaniu finansowania dla przedsiębiorstw, transakcjach kapitałowych oraz doradztwie w obszarze szeroko…”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceWola, PolandHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Capital Advisors provides specialized advisory services to new technology companies, real estate development companies and the financial sector.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceWarszawa, PolandHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Czym się zajmujemy- Doradztwo i pośrednictwo inwestycyjne (business brokarage, M&A)- Działalność wydawnicza i wspomagająca edukacje- Doradztwo i pośrednictwo w obrocie…”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidencePolandHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“A2 Wealth Technology is an innovative wealth management and project management firm.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceWarsaw, PolandHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Biznes to nie tylko pieniądze.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 16 of 71 investment advisory services based in Poland

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Investment advisory services based in Poland at a glance

As of Sep 20, 2026
3.9%Verified-email coverage
47.6Average contacts per company
1-10Median size (employees)
28.2%Largest-city concentration · Warszawa
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
40
11-50
20
51-200
4
201-500
3
501-1,000
3
1,001-5,000
1

Email recency for this list is measured worldwide rather than for Poland, so it is reported there. Company counts and contact totals on this page are exact for Poland, over 71 companies.

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 services, 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 Poland whose own description of what they do matches “investment advisory services”. 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 services), 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 services, and records with no verified work email. Companies headquartered outside Poland 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, 132 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 20, 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

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 services, 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 services are there based in Poland?

RevenueBase identified 71 investment advisory services headquartered in Poland 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?

DOM Inwestycyjny Xelion, headquartered in Warszawa, tops this list with the largest team on record.

Which city has the most investment advisory services?

Warszawa leads with 20 headquartered companies, followed by Wroclaw (8) and Krakow (7).

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 132 verified decision-maker contacts tracked across these 71 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 20, 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 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.