Company lists · Data refreshed September 2026

Top 21 Investment management firms based in Mexico

RevenueBase identified 74 investment management firms headquartered in Mexico as of September 2026 and tracks 674 professional contacts across them, including 119 with verified work emails. Ciudad De Mexico is the largest hub.

This list covers investment management 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, 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
74Companies
674Contacts tracked
119Verified emails
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The 21 largest investment management firms based in Mexico

Ranked by team size
Top 21 of 74 investment management firms based in Mexico, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment management firms: 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
1Partial evidenceMexico City, MexicoHQ checked Sep 20, 2026n/a163 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidencePolanco, MexicoHQ checked Sep 20, 202611-5093 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceSan Pedro Garza García, MexicoHQ checked Sep 20, 202651-20061 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 20, 2026
4Indirect evidencePolanco, MexicoHQ checked Sep 20, 202611-5043 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceSan Pedro Garza García, MexicoHQ checked Sep 20, 202651-20036 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceZapopan, MexicoHQ checked Sep 20, 20261-1025 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceBosques De Chapultepec, MexicoHQ checked Sep 20, 202611-5020 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 20, 2026
8Strong evidenceBosques De Las Lomas, MexicoHQ checked Sep 20, 20261-1018 contacts →

Strong evidence

“KuE Capital is a specialized investment management firm.”

Source: RevenueBase Database · checked Sep 20, 2026
9Strong evidenceMonterrey, MexicoHQ checked Sep 20, 202611-5011 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceGuadalajara, MexicoHQ checked Sep 20, 202611-509 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceMonterrey, MexicoHQ checked Sep 20, 20261-109 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceNaucalpan, MexicoHQ checked Sep 20, 2026201-5006 contacts →

Partial evidence

“Hands on investment firm”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceMexicoHQ checked Sep 20, 20261-106 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceCiudad De México, MexicoHQ checked Sep 20, 202611-505 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceBosques De Las Lomas, MexicoHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceMiguel Hidalgo, MexicoHQ checked Sep 20, 202611-504 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
17Strong evidenceFederal District, MexicoHQ checked Sep 20, 20261-103 contacts →

Strong evidence

“HDI Capital is an institutional investment management firm.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceLeón, MexicoHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Ofrecemos servicios de inversión asesorados que incluyen la asesoría y gestión financiera dentro de los mercados de renta variable y fija, generando rendimientos con un manejo…”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceCiudad De México, MexicoHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Este servicio se enfoca en personas que requieren asesoría financiera patrimonial con una visión de inversión global.”

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

Indirect evidence

“Nuestra filosofía de trabajo se enfoca en una relación ganar-ganar, estamos comprometidos con el beneficio a nuestros clientes, tal es así que no solo nuestras comisiones…”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceAn Pedro Garza García, MexicoHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“En FXNL, ofrecemos una amplia gama de servicios de inversión personalizados para inversores de todos los niveles.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 21 of 74 investment management firms based in Mexico

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Investment management firms based in Mexico at a glance

As of Sep 20, 2026
17.7%Verified-email coverage
9.1Average contacts per company
1-10Median size (employees)
13.5%Largest-city concentration · Ciudad De Mexico
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
44
11-50
25
51-200
4
201-500
1

Email recency for this list is measured worldwide rather than for Mexico, so it is reported there. Company counts and contact totals on this page are exact for Mexico, over 74 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 management firms, 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 Mexico whose own description of what they do matches “investment management firms”. 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 management firms), 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 management 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 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, 119 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 management firms, 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 management firms are there based in Mexico?

RevenueBase identified 74 investment management 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?

Kempton Asset Management, headquartered in Mexico City, tops this list with the largest team on record.

Which city has the most investment management firms?

Ciudad De Mexico leads with 10 headquartered companies, followed by Mexico (6) and San Pedro Garza Garcia (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 119 verified decision-maker contacts tracked across these 74 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.