Company lists · Data refreshed September 2026

Top 25 Investment firms based in Mexico

RevenueBase identified 195 investment firms headquartered in Mexico as of September 2026 and tracks 5,977 professional contacts across them, including 295 with verified work emails and 27 with mobile numbers. Ciudad De Mexico is the largest hub.

This list covers investment firms headquartered in Mexico, 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.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
195Companies
5,977Contacts tracked
295Verified emails
27Mobile numbers
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The 25 largest investment firms based in Mexico

Ranked by team size
Top 25 of 195 investment firms based in Mexico, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1Leon, MexicoHQ checked Sep 4, 202610001+3,918

“En Grupo Financiero Inbursa estamos comprometidos con México, somos un Grupo Financiero que integra el mejor capital humano para cuidar y hacer crecer de la manera más eficaz el…”

Source: company website · checked Sep 4, 2026
2
Kempton Asset ManagementIndirect evidence
Mexico City, MexicoHQ checked Sep 4, 2026n/a164

“At Kempton Asset Management, we're dedicated to one goal: delivering exceptional asset management to our clients.”

Source: company website · checked Sep 4, 2026
3
International Advisor LTDIndirect evidence
City, MexicoHQ checked Sep 4, 202611-5095

“International Advisors is an independant firm of International Financial Advisors.”

Source: company website · checked Sep 4, 2026
4San Pedro Garza Garcia, MexicoHQ checked Sep 4, 202651-20061

“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…”

Source: company website · checked Sep 4, 2026
5
Finaccess MéxicoIndirect evidence
Polanco, MexicoHQ checked Sep 4, 202611-5044

“Finaccess México es una sociedad operadora de fondos de inversión independiente, aprobada por la CNBV y la SHCP.”

Source: company website · checked Sep 4, 2026
6
Aurex CapitalIndirect evidence
San Pedro Garza García, MexicoHQ checked Sep 4, 202651-20036

“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.”

Source: company website · checked Sep 4, 2026
7
Master GroupIndirect evidence
Cdmx Naucalpan De Juarez, MexicoHQ checked Sep 4, 202651-20031

“PRIVATE EQUITY We invest in established, growth-oriented companies around the world.”

Source: company website · checked Sep 4, 2026
8
Eqqus Wealth ManagementIndirect evidence
Zapopan, MexicoHQ checked Sep 4, 20261-1025

“En EQQUS, tenemos la misión de descubrir y resolver las necesidades financieras de nuestros clientes.”

Source: company website · checked Sep 4, 2026
9
Aptia Bienestar FinancieroIndirect evidence
MexicoHQ checked Sep 4, 202611-5020

“Despacho de asesoría e intermediación financiera, que ofrece a empresas y personas físicas soluciones sobre seguros, inversión y estrategias de retiro.”

Source: company website · checked Sep 4, 2026
10
Sherpa CapitalIndirect evidence
Distrito, MexicoHQ checked Sep 4, 202611-5019

“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…”

Source: company website · checked Sep 4, 2026
11
KI CapitalIndirect evidence
MexicoHQ checked Sep 4, 202611-5018

“En Ki Capital, nuestro objetivo principal es el de lograr el mayor valor posible en las inversiones de nuestros Clientes, ya que tu patrimonio, es nuestra prioridad.”

Source: company website · checked Sep 4, 2026
12
KUE CapitalStrong evidence
Bosques De Las Lomas, MexicoHQ checked Sep 4, 20261-1017

“KuE Capital is a specialized investment management firm.”

Source: company website · checked Sep 4, 2026
13
Vace PartnersStrong evidence
Cuajimalpa De Morelos, MexicoHQ checked Sep 4, 202611-5016

“VACE Partners is a private Investment Banking firm founded in early 2009 by an experienced group of bankers, whose objective is to provide specialized financial services of the…”

Source: company website · checked Sep 4, 2026
14
Wolf MéxicoIndirect evidence
Cuernavaca, MexicoHQ checked Sep 4, 202611-5014

“Wolf Mexico es un grupo financiero líder que se distingue por sus tres divisiones especializadas: Financiera, Fiduciaria y Fondos de Inversión.”

Source: company website · checked Sep 4, 2026
15
Holistic AdvisorsStrong evidence
Monterrey, MexicoHQ checked Sep 4, 202611-5011

“Founded in 2023, Holistic Advisors is a wealth management advisory firm, which solves your financial needs through a broad portfolio of investment alternatives.”

Source: company website · checked Sep 4, 2026
16
EvidikaIndirect evidence
Guadalajara, MexicoHQ checked Sep 4, 202611-509

“Evidika | Asset Management Asesores de inversión en el mercado de valores internacional.”

Source: company website · checked Sep 4, 2026
17
Zimma Corporate FinanceStrong evidence
MexicoHQ checked Sep 4, 202611-509

“Founded in and with more than 100 successful transactions, ZIMMA Corporate Finance is an Investment Banking firm with more than 50 years of joint experience, focused on M&A…”

Source: company website · checked Sep 4, 2026
18
Buhox Wealth ManagementIndirect evidence
Monterrey, MexicoHQ checked Sep 4, 20261-108

“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”

Source: company website · checked Sep 4, 2026
19
Orsus Asesoría PatrimonialIndirect evidence
Ciudad De México, MexicoHQ checked Sep 4, 202611-508

“Orsus Asesoría Patrimonial es una firma de consultoría financiera y patrimonial con más de 13 de años de experiencia.”

Source: company website · checked Sep 4, 2026
20
AIA PartnersStrong evidence
MexicoHQ checked Sep 4, 202611-508

“AIA Partners is a premier Mexican investment firm operating as a leading Asset Accelerator.”

Source: company website · checked Sep 4, 2026
21
SFA Consultores SCIndirect evidence
MexicoHQ checked Sep 4, 20261-106

“SFA is a financial consulting firm established at the beginning of 1997, specializing in Mergers, Acquisitions, Private Equity Placements and Corporate Finance.”

Source: company website · checked Sep 4, 2026
22
Grupo MtzbStrong evidence
MexicoHQ checked Sep 4, 2026201-5006

“Hands on investment firm”

Source: company website · checked Sep 4, 2026
23
Marlin Investment GroupIndirect evidence
Ciudad De Mexico, MexicoHQ checked Sep 4, 202611-505

“Somos una firma de inversión orgullosamente mexicana, con una vasta experiencia en la gestión y administración de activos en diferentes mercados financieros y unidades de negocio.”

Source: company website · checked Sep 4, 2026
24
Private Capital MéxicoIndirect evidence
MexicoHQ checked Sep 4, 20261-105

“Private Capital Management SAPI de CV (Private Capital) is a Financial Advisory based in Mexico City.”

Source: company website · checked Sep 4, 2026
25
Autem Asset ManagementIndirect evidence
Mexico City, MexicoHQ checked Sep 4, 20261-104

“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…”

Source: company website · checked Sep 4, 2026

Showing 25 of 195 investment firms based in Mexico

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Investment firms based in Mexico at a glance

As of Sep 4, 2026
1-10Median size (employees)
Ciudad De MexicoLargest hub · 31 HQs
27Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
106
11-50
68
51-200
12
201-500
5
501-1,000
1
10001+
2

Verified emails by last verification

0–30
0
31–60
33
61–90
150
90–180
107
180+
5

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 firms, 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 Mexico whose own description of what they do matches “investment firms”. 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 firms, and records with no verified work email. Companies headquartered outside Mexico 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, 295 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 firms by metro

  • Investment firms in Ciudad De Mexico31

Frequently asked

How many investment firms are there based in Mexico?

RevenueBase identified 195 investment firms headquartered in Mexico 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?

Inbursa Grupo Financiero, S.A. DE C.V, headquartered in Leon, tops this list with the largest team on record.

Which city has the most investment firms?

Ciudad De Mexico leads with 31 headquartered companies, followed by Mexico (13) and Mexico City (13).

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 295 verified decision-maker contacts tracked across these 195 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.