Company lists · Data refreshed September 2026

Top 14 Millennial wealth management companies based in Italy

RevenueBase identified 45 millennial wealth management companies headquartered in Italy as of September 2026 and tracks 2,569 professional contacts across them, including 711 with verified work emails. Milano is the largest hub.

This list covers millennial wealth management companies headquartered in Italy, 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 17, 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 17, 2026 86% judged on-target in blind review
45Companies
2,569Contacts tracked
711Verified emails
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The 14 largest millennial wealth management companies based in Italy

Ranked by team size
Top 14 of 45 millennial wealth management companies based in Italy, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to millennial wealth management companies: 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 evidenceMilano, ItalyHQ checked Sep 17, 2026501-1,0001,413 contacts →

Indirect evidence

“All’avanguardia da 50 anni, per dare giusto valore al tempo.”

Source: RevenueBase Database · checked Sep 17, 2026
2Indirect evidenceMilano, ItalyHQ checked Sep 17, 202610001+276 contacts →

Indirect evidence

“L’impegno di UniCredit per i grandi patrimoni italiani si distingue per l’alto livello di servizio e la specializzazione nella gestione di capitali, uniti all’alto potenziale di…”

Source: RevenueBase Database · checked Sep 17, 2026
3Indirect evidenceTorino, ItalyHQ checked Sep 17, 202651-200242 contacts →

Indirect evidence

“L’indipendenza, in Banca Intermobiliare, è il valore portante: è alla base della nostra identità.”

Source: RevenueBase Database · checked Sep 17, 2026
4Partial evidenceMilan, ItalyHQ checked Sep 17, 202611-5076 contacts →

Partial evidence

“Solutions Capital Management Sim S.p.A.(SCM SIM) è una società di intermediazione mobiliare autorizzata alla gestione di portafogli, alla consulenza in materia di investimenti e…”

Source: RevenueBase Database · checked Sep 17, 2026
5Indirect evidenceMilano, ItalyHQ checked Sep 17, 202651-20049 contacts →

Indirect evidence

“Siamo una società di intermediazione mobiliare che, con elevata professionalità e consolidati livelli di competenza, supporta la propria clientela, istituzionale e privata…”

Source: RevenueBase Database · checked Sep 17, 2026
6Indirect evidenceMilan, ItalyHQ checked Sep 17, 202611-5033 contacts →

Indirect evidence

“Gamma Capital Markets Succursale italiana è formata da un team di professionisti appassionati e metodici nel ricercare le migliori soluzioni di investimento.”

Source: RevenueBase Database · checked Sep 17, 2026
7Strong evidenceMilan, ItalyHQ checked Sep 17, 202611-5019 contacts →

Strong evidence

“Euclidea is an exciting FinTech, based in Milan, that is aggressively challenging the status quo in the European Wealth Management space through innovations in Investments…”

Source: RevenueBase Database · checked Sep 17, 2026
8Indirect evidenceMilan, ItalyHQ checked Sep 17, 2026201-50013 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 17, 2026
9Indirect evidenceMilano, ItalyHQ checked Sep 17, 202611-509 contacts →

Indirect evidence

“Dal 1996, DBS Group affianca famiglie imprenditoriali, holding familiari e aziende nella protezione, gestione e valorizzazione del patrimonio, con l’obiettivo di garantirne…”

Source: RevenueBase Database · checked Sep 17, 2026
10Strong evidenceMilan, ItalyHQ checked Sep 17, 20261-107 contacts →

Strong evidence

“Klear is an innovative startup reshaping wealth management by providing a fully digital and independent solution.”

Source: RevenueBase Database · checked Sep 17, 2026
11Partial evidenceMilan, ItalyHQ checked Sep 17, 20261-104 contacts →

Partial evidence

“Progettiamo soluzioni applicative in ambito Wealth Tech.”

Source: RevenueBase Database · checked Sep 17, 2026
12Partial evidenceMilan, ItalyHQ checked Sep 17, 202611-504 contacts →

Partial evidence

“ClubDeal Digital è la prima piattaforma wealth tech al servizio degli investimenti in private asset.”

Source: RevenueBase Database · checked Sep 17, 2026
13Indirect evidencePutignano, ItalyHQ checked Sep 17, 20261-102 contacts →

Indirect evidence

“Dall'esperienza, professionalità ed energia di Giuseppe Lippolis e Michele Laruccia nasce un nuovo ufficio firmato Azimut!”

Source: RevenueBase Database · checked Sep 17, 2026
14Indirect evidenceBrugherio, ItalyHQ checked Sep 17, 20261-101 contacts →

Indirect evidence

“Lo Studio offre un servizio di pianificazione finanziaria personalizzata e consulenza in materia di investimenti”

Source: RevenueBase Database · checked Sep 17, 2026

Showing 14 of 45 millennial wealth management companies based in Italy

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Millennial wealth management companies based in Italy at a glance

As of Sep 17, 2026
27.7%Verified-email coverage
57.1Average contacts per company
1-10Median size (employees)
24.4%Largest-city concentration · Milano
Sep 17, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
11
51-200
3
201-500
2
501-1,000
1
1,001-5,000
1
10001+
1

Email recency for this list is measured worldwide rather than for Italy, so it is reported there. Company counts and contact totals on this page are exact for Italy, over 45 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 millennial wealth management companies, 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 Italy whose own description of what they do matches “millennial wealth management companies”. 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 millennial wealth management companies), 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 millennial wealth management companies, and records with no verified work email. Companies headquartered outside Italy 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, 711 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 17, 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 millennial wealth management companies, 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 millennial wealth management companies are there based in Italy?

RevenueBase identified 45 millennial wealth management companies headquartered in Italy 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?

Allianz Bank Financial Advisors, headquartered in Milano Mi, tops this list with the largest team on record.

Which city has the most millennial wealth management companies?

Milano leads with 11 headquartered companies, followed by Milan (10) and Milano Mi (3).

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 711 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 17, 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.