Company lists · Data refreshed November 2026
Top 25 Legacy planning firms based in Spain
RevenueBase identified 90 company matches for legacy planning firms associated with Spain as of November 2026 and tracks 1,054 professional contacts across them, including 98 with verified work emails. Madrid is the largest hub.
This list covers company matches for legacy planning firms associated with 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 November 6, 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.
The 25 largest legacy planning firms based in Spain
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 106 contacts → | ||||
Exact match “En Hereditas, somos un despacho de abogados especializado en derecho de familia, con amplia experiencia en ofrecer asistencia jurídica.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 105 contacts → | ||||
Exact match “AXA Exclusiv nace con el objetivo de dar respuesta a los clientes más exigentes, aquellos que necesitan un asesoramiento patrimonial estable y continuado de la mano de un…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 78 contacts → | ||||
Exact match “Diaphanum Valores S.V.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 19 contacts → | ||||
Exact match “CIM Tax & Legal es una Firma de servicios legales con una amplia y dilatada experiencia y especialización en el asesoramiento legal y fiscal a empresas familiares y en la gestión…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 18 contacts → | ||||
Exact match “A) Nuestra historia Acacia nace de la necesidad de un grupo de inversores de gestionar su patrimonio ante la inexistencia de una oferta de servicios patrimoniales atractiva.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 14 contacts → | ||||
Exact match “Somos una firma internacional independiente, con presencia en Europa y América Latina.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 13 contacts → | ||||
Exact match “Somos una sociedad de valores con oficinas en Barcelona y Madrid, y filial del grupo bancario MoraBanc, entidad andorrana con 70 años de experiencia en el sector.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 13 contacts → | ||||
Exact match “CoreCapital is an independent securities agency dedicated to portfolio management and wealth advide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 10 contacts → | ||||
Exact match “Gabarró Advocats – Herències - we are a team of professionals specialized in law of succession.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 10 contacts → | ||||
Exact match “Cross Capital es una firma independiente de servicios de inversión, especializada en gestión patrimonial y finanzas corporativas, cuyo único compromiso es el de velar por los…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match “Servicio al cliente y traje a medida adaptado a sus necesidades.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match “Despacho de abogados dedicado exclusivamente al derecho de sucesiones.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 6 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 6 contacts → | ||||
Exact match “Te acompañamos con total confianza y cercanía durante el proceso de planificación, tramitación y gestión de una herencia.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “Javier Benito Gestión Patrimonial (JBGP), se constituye con la finalidad de ofrecer a nuestros clientes un un servicio independiente, personalizado y con un único objetivo: velar…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 6 contacts → | ||||
Exact match “Desde 2005 Fortium Family Office es un equipo dedicado al asesoramiento patrimonial y fiscal.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 4 contacts → | ||||
Exact match “Planificación y Gestión del Patrimonio de familias y particulares ¿Quién le ayuda a la hora de tomar una decisión de inversión?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “Multi Family Office” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “Asesoramiento patrimonial” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “JDS CAPITAL, AV SA is a company based out of AV.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “Capital & Gestión Family Office es una firma de profesionales, cuya actividad consiste en la prestación de servicios profesionales relacionados con el asesoramiento y la gestión…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “La misión de Ayete Partners es realizar una gestión activa a largo plazo, llevando a cabo una transición flexible y preservando en todo momento el legado de la compañía.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Espai Jurídic és un despatx d'advocats especialitzat en l’àmbit del Dret de Successions i el Dret Patrimonial.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “I advise entrepreneurs and families on relevant wealth decisions, particularly in situations involving liquidity events, divestments, or the reorganisation of assets.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Gestión de Patrimonios eficiente Te ayudamos a manejar los activos de forma inteligente.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “legacy planning firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 90 legacy planning firms based in Spain
See the full list, filter by size, metro and specialty, and access 98 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Legacy planning firms based in Spain at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Spain, so it is reported there. Company counts and contact totals on this page are exact for Spain, over 90 companies.
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 Spain whose business descriptions match “legacy planning firms” 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 98 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 November 6, 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.
Legacy planning firms by metro
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 “legacy planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many legacy planning firms are there based in Spain?
RevenueBase identified 90 company matches for legacy planning firms associated with Spain as of November 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?
Hereditas tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most legacy planning firms?
Madrid leads with 27 company records, followed by Barcelona (19) and Valencia (4).
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 98 professional contacts with verified work emails tracked across these 90 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 90 legacy planning firms based in Spain. Start with a free account, no credit card.
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Legacy planning firms by geography
- Legacy planning firms based in Brisbane, Australia
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- Legacy planning firms based in Calgary, Canada
- Legacy planning firms based in Edmonton, Canada
- Legacy planning firms based in Mississauga, Canada
- Legacy planning firms based in Montreal, Canada
- Legacy planning firms based in Ottawa, Canada
- Legacy planning firms based in Toronto, Canada
- Legacy planning firms based in Vancouver, Canada
- Legacy planning firms based in Winnipeg, Canada
Browse the directory
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Legacy planning firms based in Brisbane, Australia
- Legacy planning firms based in Melbourne, Australia
- Legacy planning firms based in Sydney, Australia
- Legacy planning firms based in Sao Paulo, Brazil
- Legacy planning firms based in Calgary, Canada
- Legacy planning firms based in Edmonton, Canada
Company intelligence · public preview
Top 25 legacy planning firms based in Spain
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 90 matching company records for legacy planning firms based in Spain, with 1,054 tracked contacts and 98 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 legacy planning firms based in Spain
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Hereditashereditasabogados.comHQ: Bilbao, SpainReported employees: 51-200 | Bilbao, Spain | 51-200 | Exact match | 106 contacts → |
“En Hereditas, somos un despacho de abogados especializado en derecho de familia, con amplia experiencia en ofrecer asistencia jurídica.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  AXA Exclusivaxa.esHQ: Madrid, SpainReported employees: 1,001-5,000 | Madrid, Spain | 1,001-5,000 | Exact match | 105 contacts → |
“AXA Exclusiv nace con el objetivo de dar respuesta a los clientes más exigentes, aquellos que necesitan un asesoramiento patrimonial estable y continuado de la mano de un…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Diaphanumdiaphanum.esHQ: Madrid, SpainReported employees: 51-200 | Madrid, Spain | 51-200 | Exact match | 78 contacts → |
“Diaphanum Valores S.V.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  CIM TAX & Legalcimtaxlegal.comHQ: Barcelona, SpainReported employees: 11-50 | Barcelona, Spain | 11-50 | Exact match | 19 contacts → |
“CIM Tax & Legal es una Firma de servicios legales con una amplia y dilatada experiencia y especialización en el asesoramiento legal y fiscal a empresas familiares y en la gestión…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Acacia Inversión Sgiic, S.Aacacia-inversion.comHQ: Bilbao, SpainReported employees: 11-50 | Bilbao, Spain | 11-50 | Exact match | 18 contacts → |
“A) Nuestra historia Acacia nace de la necesidad de un grupo de inversores de gestionar su patrimonio ante la inexistencia de una oferta de servicios patrimoniales atractiva.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Family Enterprise Partnersfamilyenterprisepartners.comHQ: Madrid, SpainReported employees: 11-50 | Madrid, Spain | 11-50 | Exact match | 14 contacts → |
“Somos una firma internacional independiente, con presencia en Europa y América Latina.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Morawealthmorawealth.esHQ: Barcelona, SpainReported employees: 11-50 | Barcelona, Spain | 11-50 | Exact match | 13 contacts → |
“Somos una sociedad de valores con oficinas en Barcelona y Madrid, y filial del grupo bancario MoraBanc, entidad andorrana con 70 años de experiencia en el sector.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Corecapital Finanzas A.Vcorecapital.esHQ: Madrid, SpainReported employees: 11-50 | Madrid, Spain | 11-50 | Exact match | 13 contacts → |
“CoreCapital is an independent securities agency dedicated to portfolio management and wealth advide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Gabarró Lawyersgabarroadvocats.comHQ: Barcelona, SpainReported employees: 1-10 | Barcelona, Spain | 1-10 | Exact match | 10 contacts → |
“Gabarró Advocats – Herències - we are a team of professionals specialized in law of succession.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Cross Capitalcrosscapital.esHQ: Santa Cruz De Tenerife, SpainReported employees: 1-10 | Santa Cruz De Tenerife, Spain | 1-10 | Exact match | 10 contacts → |
“Cross Capital es una firma independiente de servicios de inversión, especializada en gestión patrimonial y finanzas corporativas, cuyo único compromiso es el de velar por los…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Aspain 11 Family Officesaspain11.comHQ: Madrid, SpainReported employees: 1-10 | Madrid, Spain | 1-10 | Exact match | 8 contacts → |
“Servicio al cliente y traje a medida adaptado a sus necesidades.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Casanova Abogados Herenciascasanovabogados.comHQ: Barcelona, SpainReported employees: 1-10 | Barcelona, Spain | 1-10 | Exact match | 7 contacts → |
“Despacho de abogados dedicado exclusivamente al derecho de sucesiones.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Invexcelinvexcel.comHQ: Madrid, SpainReported employees: 1-10 | Madrid, Spain | 1-10 | Exact match | 6 contacts → |
“In Invexcel Patrimonio we advise families and institutions requiring savvy, bespoke and unbiased financial advice, with an entrepreneurial vision of wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Herentoherento.comHQ: Barcelona, SpainReported employees: 1-10 | Barcelona, Spain | 1-10 | Exact match | 6 contacts → |
“Te acompañamos con total confianza y cercanía durante el proceso de planificación, tramitación y gestión de una herencia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  JB Gestión Patrimonialjbgestionpatrimonial.comHQ: Madrid, SpainReported employees: 11-50 | Madrid, Spain | 11-50 | Exact match | 6 contacts → |
“Javier Benito Gestión Patrimonial (JBGP), se constituye con la finalidad de ofrecer a nuestros clientes un un servicio independiente, personalizado y con un único objetivo: velar…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Fortiumfortium.esHQ: Seville, SpainReported employees: 1-10 | Seville, Spain | 1-10 | Exact match | 6 contacts → |
“Desde 2005 Fortium Family Office es un equipo dedicado al asesoramiento patrimonial y fiscal.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Aznar Patrimonioaznarpatrimonio.esHQ: Valencia/valència, SpainReported employees: 1-10 | Valencia/valència, Spain | 1-10 | Exact match | 4 contacts → |
“Planificación y Gestión del Patrimonio de familias y particulares ¿Quién le ayuda a la hora de tomar una decisión de inversión?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  JLG Advisory And Consultingjlgadvisory.comHQ: Madrid, SpainReported employees: 1-10 | Madrid, Spain | 1-10 | Exact match | 4 contacts → |
“Multi Family Office” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  As7capitalas7capital.comHQ: Barcelona, SpainReported employees: 1-10 | Barcelona, Spain | 1-10 | Exact match | 4 contacts → |
“Asesoramiento patrimonial” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  JDS Capital, AV SAjdscapital.esHQ: Pamplona, SpainReported employees: 1-10 | Pamplona, Spain | 1-10 | Exact match | 3 contacts → |
“JDS CAPITAL, AV SA is a company based out of AV.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Capital Y Gestión Asesoramiento, S.Lcapitalygestion.comHQ: Valencia, SpainReported employees: 1-10 | Valencia, Spain | 1-10 | Exact match | 3 contacts → |
“Capital & Gestión Family Office es una firma de profesionales, cuya actividad consiste en la prestación de servicios profesionales relacionados con el asesoramiento y la gestión…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Ayete Partnersayetepartners.comHQ: Madrid, SpainReported employees: 1-10 | Madrid, Spain | 1-10 | Exact match | 3 contacts → |
“La misión de Ayete Partners es realizar una gestión activa a largo plazo, llevando a cabo una transición flexible y preservando en todo momento el legado de la compañía.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Espai Jurídic Advocatsespaijuridic.netHQ: Barcelona, SpainReported employees: 1-10 | Barcelona, Spain | 1-10 | Exact match | 1 contacts → |
“Espai Jurídic és un despatx d'advocats especialitzat en l’àmbit del Dret de Successions i el Dret Patrimonial.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Carlos Márquez Lópezmarquezlopez.comHQ: Sant Andreu De Llavaneres, SpainReported employees: 1-10 | Sant Andreu De Llavaneres, Spain | 1-10 | Exact match | 1 contacts → |
“I advise entrepreneurs and families on relevant wealth decisions, particularly in situations involving liquidity events, divestments, or the reorganisation of assets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Círculo Gentilcirculogentil.comHQ: Alicante/alacant, SpainReported employees: 1-10 | Alicante/alacant, Spain | 1-10 | Exact match | 1 contacts → |
“Gestión de Patrimonios eficiente Te ayudamos a manejar los activos de forma inteligente.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 90 company matches
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Legacy planning firms: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
90 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Spain, so it is reported there. Company counts and contact totals on this page are exact for Spain, over 90 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Legacy planning firms by metro
Questions about this company list
What does Exact match mean for legacy planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many legacy planning firms did RevenueBase find based in Spain?
The saved snapshot records 90 matching company records, 1,054 tracked contacts and 98 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Legacy planning firms by geography
- Legacy planning firms based in Brisbane, Australia
- Legacy planning firms based in Melbourne, Australia
- Legacy planning firms based in Sydney, Australia
- Legacy planning firms based in Sao Paulo, Brazil
- Legacy planning firms based in Calgary, Canada
- Legacy planning firms based in Edmonton, Canada
- Legacy planning firms based in Mississauga, Canada
- Legacy planning firms based in Montreal, Canada
- Legacy planning firms based in Ottawa, Canada
- Legacy planning firms based in Toronto, Canada
- Legacy planning firms based in Vancouver, Canada
- Legacy planning firms based in Winnipeg, Canada
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 legacy planning firms based in Spain. Snapshot: November 6, 2026. https://revenuebase.ai/companies/legacy-planning-firms/spain.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Legacy planning firms based in Brisbane, Australia
- Legacy planning firms based in Melbourne, Australia
- Legacy planning firms based in Sydney, Australia
- Legacy planning firms based in Sao Paulo, Brazil
- Legacy planning firms based in Calgary, Canada
- Legacy planning firms based in Edmonton, Canada
Company intelligence · public preview
Top 25 legacy planning firms based in Spain
RevenueBase records 90 matching company records for legacy planning firms based in Spain, with 1,054 tracked contacts and 98 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 legacy planning firms based in Spain
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Hereditashereditasabogados.com HQ: Bilbao, SpainReported employees: 51-200 | Bilbao, Spain | 51-200 | Exact match | 106 contacts → |
“En Hereditas, somos un despacho de abogados especializado en derecho de familia, con amplia experiencia en ofrecer asistencia jurídica.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | AXA Exclusivaxa.es HQ: Madrid, SpainReported employees: 1,001-5,000 | Madrid, Spain | 1,001-5,000 | Exact match | 105 contacts → |
“AXA Exclusiv nace con el objetivo de dar respuesta a los clientes más exigentes, aquellos que necesitan un asesoramiento patrimonial estable y continuado de la mano de un…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Diaphanumdiaphanum.es HQ: Madrid, SpainReported employees: 51-200 | Madrid, Spain | 51-200 | Exact match | 78 contacts → |
“Diaphanum Valores S.V.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | CIM TAX & Legalcimtaxlegal.com HQ: Barcelona, SpainReported employees: 11-50 | Barcelona, Spain | 11-50 | Exact match | 19 contacts → |
“CIM Tax & Legal es una Firma de servicios legales con una amplia y dilatada experiencia y especialización en el asesoramiento legal y fiscal a empresas familiares y en la gestión…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Acacia Inversión Sgiic, S.Aacacia-inversion.com HQ: Bilbao, SpainReported employees: 11-50 | Bilbao, Spain | 11-50 | Exact match | 18 contacts → |
“A) Nuestra historia Acacia nace de la necesidad de un grupo de inversores de gestionar su patrimonio ante la inexistencia de una oferta de servicios patrimoniales atractiva.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Family Enterprise Partnersfamilyenterprisepartners.com HQ: Madrid, SpainReported employees: 11-50 | Madrid, Spain | 11-50 | Exact match | 14 contacts → |
“Somos una firma internacional independiente, con presencia en Europa y América Latina.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Morawealthmorawealth.es HQ: Barcelona, SpainReported employees: 11-50 | Barcelona, Spain | 11-50 | Exact match | 13 contacts → |
“Somos una sociedad de valores con oficinas en Barcelona y Madrid, y filial del grupo bancario MoraBanc, entidad andorrana con 70 años de experiencia en el sector.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Corecapital Finanzas A.Vcorecapital.es HQ: Madrid, SpainReported employees: 11-50 | Madrid, Spain | 11-50 | Exact match | 13 contacts → |
“CoreCapital is an independent securities agency dedicated to portfolio management and wealth advide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Gabarró Lawyersgabarroadvocats.com HQ: Barcelona, SpainReported employees: 1-10 | Barcelona, Spain | 1-10 | Exact match | 10 contacts → |
“Gabarró Advocats – Herències - we are a team of professionals specialized in law of succession.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Cross Capitalcrosscapital.es HQ: Santa Cruz De Tenerife, SpainReported employees: 1-10 | Santa Cruz De Tenerife, Spain | 1-10 | Exact match | 10 contacts → |
“Cross Capital es una firma independiente de servicios de inversión, especializada en gestión patrimonial y finanzas corporativas, cuyo único compromiso es el de velar por los…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Aspain 11 Family Officesaspain11.com HQ: Madrid, SpainReported employees: 1-10 | Madrid, Spain | 1-10 | Exact match | 8 contacts → |
“Servicio al cliente y traje a medida adaptado a sus necesidades.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Casanova Abogados Herenciascasanovabogados.com HQ: Barcelona, SpainReported employees: 1-10 | Barcelona, Spain | 1-10 | Exact match | 7 contacts → |
“Despacho de abogados dedicado exclusivamente al derecho de sucesiones.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Invexcelinvexcel.com HQ: Madrid, SpainReported employees: 1-10 | Madrid, Spain | 1-10 | Exact match | 6 contacts → |
“In Invexcel Patrimonio we advise families and institutions requiring savvy, bespoke and unbiased financial advice, with an entrepreneurial vision of wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Herentoherento.com HQ: Barcelona, SpainReported employees: 1-10 | Barcelona, Spain | 1-10 | Exact match | 6 contacts → |
“Te acompañamos con total confianza y cercanía durante el proceso de planificación, tramitación y gestión de una herencia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | JB Gestión Patrimonialjbgestionpatrimonial.com HQ: Madrid, SpainReported employees: 11-50 | Madrid, Spain | 11-50 | Exact match | 6 contacts → |
“Javier Benito Gestión Patrimonial (JBGP), se constituye con la finalidad de ofrecer a nuestros clientes un un servicio independiente, personalizado y con un único objetivo: velar…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Fortiumfortium.es HQ: Seville, SpainReported employees: 1-10 | Seville, Spain | 1-10 | Exact match | 6 contacts → |
“Desde 2005 Fortium Family Office es un equipo dedicado al asesoramiento patrimonial y fiscal.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Aznar Patrimonioaznarpatrimonio.es HQ: Valencia/valència, SpainReported employees: 1-10 | Valencia/valència, Spain | 1-10 | Exact match | 4 contacts → |
“Planificación y Gestión del Patrimonio de familias y particulares ¿Quién le ayuda a la hora de tomar una decisión de inversión?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | JLG Advisory And Consultingjlgadvisory.com HQ: Madrid, SpainReported employees: 1-10 | Madrid, Spain | 1-10 | Exact match | 4 contacts → |
“Multi Family Office” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | As7capitalas7capital.com HQ: Barcelona, SpainReported employees: 1-10 | Barcelona, Spain | 1-10 | Exact match | 4 contacts → |
“Asesoramiento patrimonial” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | JDS Capital, AV SAjdscapital.es HQ: Pamplona, SpainReported employees: 1-10 | Pamplona, Spain | 1-10 | Exact match | 3 contacts → |
“JDS CAPITAL, AV SA is a company based out of AV.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Capital Y Gestión Asesoramiento, S.Lcapitalygestion.com HQ: Valencia, SpainReported employees: 1-10 | Valencia, Spain | 1-10 | Exact match | 3 contacts → |
“Capital & Gestión Family Office es una firma de profesionales, cuya actividad consiste en la prestación de servicios profesionales relacionados con el asesoramiento y la gestión…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Ayete Partnersayetepartners.com HQ: Madrid, SpainReported employees: 1-10 | Madrid, Spain | 1-10 | Exact match | 3 contacts → |
“La misión de Ayete Partners es realizar una gestión activa a largo plazo, llevando a cabo una transición flexible y preservando en todo momento el legado de la compañía.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Espai Jurídic Advocatsespaijuridic.net HQ: Barcelona, SpainReported employees: 1-10 | Barcelona, Spain | 1-10 | Exact match | 1 contacts → |
“Espai Jurídic és un despatx d'advocats especialitzat en l’àmbit del Dret de Successions i el Dret Patrimonial.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Carlos Márquez Lópezmarquezlopez.com HQ: Sant Andreu De Llavaneres, SpainReported employees: 1-10 | Sant Andreu De Llavaneres, Spain | 1-10 | Exact match | 1 contacts → |
“I advise entrepreneurs and families on relevant wealth decisions, particularly in situations involving liquidity events, divestments, or the reorganisation of assets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Círculo Gentilcirculogentil.com HQ: Alicante/alacant, SpainReported employees: 1-10 | Alicante/alacant, Spain | 1-10 | Exact match | 1 contacts → |
“Gestión de Patrimonios eficiente Te ayudamos a manejar los activos de forma inteligente.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Legacy planning firms: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
90 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Spain, so it is reported there. Company counts and contact totals on this page are exact for Spain, over 90 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Legacy planning firms by metro
Questions about this company list
What does Exact match mean for legacy planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many legacy planning firms did RevenueBase find based in Spain?
The saved snapshot records 90 matching company records, 1,054 tracked contacts and 98 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 legacy planning firms based in Spain. Snapshot: November 6, 2026. https://revenuebase.ai/companies/legacy-planning-firms/spain.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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