Company lists · Data refreshed November 2026
Top 25 Multigenerational planning firms based in Mexico
RevenueBase identified 159 company matches for multigenerational planning firms associated with Mexico as of November 2026 and tracks 889 professional contacts across them, including 94 with verified work emails. Mexico City is the largest hub.
This list covers company matches for multigenerational planning firms associated with Mexico, 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 multigenerational planning firms based in Mexico
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 70 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 35 contacts → | ||||
Exact match “Impulsar la transición hacia la gestión eficiente y sostenible del patrimonio familiar.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 28 contacts → | ||||
Exact match “Somos un equipo de Asesores Patrimoniales que ayudan a sus clientes a alcanzar sus objetivos financieros a corto, mediano y largo plazo en cinco pilares principales de protección…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 26 contacts → | ||||
Exact match “En EQQUS, tenemos la misión de descubrir y resolver las necesidades financieras de nuestros clientes.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 20 contacts → | ||||
Exact match “Modum is an independent, fiduciary, and fee-only wealth advisory firm dedicated to helping clients achieve their financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 19 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 18 contacts → | ||||
Exact match “ELAN es un despacho de consultoría de protección patrimonial y orientación financiera, con +8 años de experiencia en el mercado asegurador y de inversiones patrimoniales.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 16 contacts → | ||||
Exact match “Realigo es una firma de asesores profesionales, especializada en consultoría financiera y patrimonial para personas físicas y morales.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 11 contacts → | ||||
Exact match “Founded in 2023, Holistic Advisors is a wealth management advisory firm, which solves your financial needs through a broad portfolio of investment alternatives.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 8 contacts → | ||||
Exact match “Orsus Asesoría Patrimonial es una firma de consultoría financiera y patrimonial con más de 13 de años de experiencia.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match “Nuestro trabajo es escuchar tus sueños de vida y hacerlos realidad.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match “Somos una firma de asesores patrimoniales especializada en diseñar estrategias financieras que generan protección, crecimiento y tranquilidad a largo plazo.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 7 contacts → | ||||
Exact match “From Estate planning to Life Insurance, Retirement options or Private Banking, we are here to help.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 6 contacts → | ||||
Exact match “En Hampshire Consulting acompañamos a quienes construyen el mundo: líderes empresariales, profesionales y familias, para proteger, hacer crecer y trascender su patrimonio a través…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “Vida Plan is a consulting firm that offers an integral financial planning diagnosis specially designed to meet client´s needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “Lenken es una empresa que ofece servicios de Planeación Patrimonial a empresarios y ejecutivos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “Somos un equipo de profesionales especializados en los patrimonios familiares transgeneracionales, con más de 25 años de experiencia en el Sector Financiero.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “Cuidamos lo que has construido.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “Somos un despacho de consultoría y planeación patrimonial.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “Nos especializamos en gestionar e institucionalizar el patrimonio familiar, desde las inversiones financieras y capital privado, proyectos de inversión, consejería y planificación…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “Quiénes somos?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “La felicidad es la suma de momentos importantes.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Este servicio se enfoca en personas que requieren asesoría financiera patrimonial con una visión de inversión global.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Asesores en gestión y plantación patrimonial” 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 “multigenerational 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 159 multigenerational planning firms based in Mexico
See the full list, filter by size, metro and specialty, and access 94 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Multigenerational planning firms based in Mexico at a glance
As of Nov 6, 2026Companies by employee count
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 159 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 Mexico whose business descriptions match “multigenerational 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 94 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.
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 “multigenerational planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many multigenerational planning firms are there based in Mexico?
RevenueBase identified 159 company matches for multigenerational planning firms associated with Mexico 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?
MG Capital Asesores, S.A. DE C.V., Asesores EN Inversiones Independientes tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most multigenerational planning firms?
Mexico City leads with 34 company records, followed by Mexico (10) and San Pedro Garza Garcia (8).
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 94 professional contacts with verified work emails tracked across these 159 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 159 multigenerational planning firms based in Mexico. Start with a free account, no credit card.
Download this list →Related lists
Multigenerational planning firms by geography
- Multigenerational planning firms based in Adelaide, Australia
- Multigenerational planning firms based in Brisbane, Australia
- Multigenerational planning firms based in Melbourne, Australia
- Multigenerational planning firms based in Sydney, Australia
- Multigenerational planning firms based in Rio De Janeiro, Brazil
- Multigenerational planning firms based in Sao Paulo, Brazil
- Multigenerational planning firms based in Calgary, Canada
- Multigenerational planning firms based in Edmonton, Canada
- Multigenerational planning firms based in Mississauga, Canada
- Multigenerational planning firms based in Montreal, Canada
- Multigenerational planning firms based in Oakville, Canada
- Multigenerational planning firms based in Ottawa, Canada
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
- Multigenerational planning firms based in Adelaide, Australia
- Multigenerational planning firms based in Brisbane, Australia
- Multigenerational planning firms based in Melbourne, Australia
- Multigenerational planning firms based in Sydney, Australia
- Multigenerational planning firms based in Rio De Janeiro, Brazil
- Multigenerational planning firms based in Sao Paulo, Brazil
Company intelligence · public preview
Top 25 multigenerational planning firms based in Mexico
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 159 matching company records for multigenerational planning firms based in Mexico, with 889 tracked contacts and 94 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 multigenerational planning firms based in Mexico
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 | HQ: San Pedro Garza García, MexicoReported employees: 51-200 | San Pedro Garza García, Mexico | 51-200 | Exact match | 70 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Evidikaevidika.comHQ: Zapopan, MexicoReported employees: 11-50 | Zapopan, Mexico | 11-50 | Exact match | 35 contacts → |
“Impulsar la transición hacia la gestión eficiente y sostenible del patrimonio familiar.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Proxper Asesores S.Cproxper.com.mxHQ: Mexico City, MexicoReported employees: 11-50 | Mexico City, Mexico | 11-50 | Exact match | 28 contacts → |
“Somos un equipo de Asesores Patrimoniales que ayudan a sus clientes a alcanzar sus objetivos financieros a corto, mediano y largo plazo en cinco pilares principales de protección…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Eqqus Wealth Managementeqqus.com.mxHQ: Zapopan, MexicoReported employees: 1-10 | Zapopan, Mexico | 1-10 | Exact match | 26 contacts → |
“En EQQUS, tenemos la misión de descubrir y resolver las necesidades financieras de nuestros clientes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  MODUMmodumam.comHQ: Mexico City, MexicoReported employees: 11-50 | Mexico City, Mexico | 11-50 | Exact match | 20 contacts → |
“Modum is an independent, fiduciary, and fee-only wealth advisory firm dedicated to helping clients achieve their financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Sherpa Capitalsherpacapital.com.mxHQ: Bosques De Chapultepec, MexicoReported employees: 11-50 | Bosques De Chapultepec, Mexico | 11-50 | Exact match | 19 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Elan Protección Patrimonialelan.mx HQ: Zapopan, MexicoReported employees: 11-50 | Zapopan, Mexico | 11-50 | Exact match | 18 contacts → |
“ELAN es un despacho de consultoría de protección patrimonial y orientación financiera, con +8 años de experiencia en el mercado asegurador y de inversiones patrimoniales.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Realigorealigo.mxHQ: San Pedro Garza Garcia, MexicoReported employees: 11-50 | San Pedro Garza Garcia, Mexico | 11-50 | Exact match | 16 contacts → |
“Realigo es una firma de asesores profesionales, especializada en consultoría financiera y patrimonial para personas físicas y morales.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Holistic Advisorsholisticadvisors.mxHQ: Monterrey, MexicoReported employees: 11-50 | Monterrey, Mexico | 11-50 | Exact match | 11 contacts → |
“Founded in 2023, Holistic Advisors is a wealth management advisory firm, which solves your financial needs through a broad portfolio of investment alternatives.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Orsus Asesoría Patrimonialallianz.com.mxHQ: Mexico City, MexicoReported employees: 11-50 | Mexico City, Mexico | 11-50 | Exact match | 8 contacts → |
“Orsus Asesoría Patrimonial es una firma de consultoría financiera y patrimonial con más de 13 de años de experiencia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Grupo Casthél Patrimonialcastelcp.com.mxHQ: Monterrey, MexicoReported employees: 11-50 | Monterrey, Mexico | 11-50 | Exact match | 8 contacts → |
“Nuestro trabajo es escuchar tus sueños de vida y hacerlos realidad.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Aurum Asesoresaurumap.com.mxHQ: Miguel Hidalgo, MexicoReported employees: 11-50 | Miguel Hidalgo, Mexico | 11-50 | Exact match | 7 contacts → |
“Somos una firma de asesores patrimoniales especializada en diseñar estrategias financieras que generan protección, crecimiento y tranquilidad a largo plazo.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Atman Financial Consultancyatmanfinancial.comHQ: Mexico D.f, MexicoReported employees: 1-10 | Mexico D.f, Mexico | 1-10 | Exact match | 7 contacts → |
“From Estate planning to Life Insurance, Retirement options or Private Banking, we are here to help.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Hampshire Consultinghampshireconsulting.comHQ: MexicoReported employees: 11-50 | Mexico | 11-50 | Exact match | 6 contacts → |
“En Hampshire Consulting acompañamos a quienes construyen el mundo: líderes empresariales, profesionales y familias, para proteger, hacer crecer y trascender su patrimonio a través…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Vidaplanvidaplan.mxHQ: Granada, MexicoReported employees: 1-10 | Granada, Mexico | 1-10 | Exact match | 6 contacts → |
“Vida Plan is a consulting firm that offers an integral financial planning diagnosis specially designed to meet client´s needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Lenkenlenken.mxHQ: Guadalajara, MexicoReported employees: 1-10 | Guadalajara, Mexico | 1-10 | Exact match | 5 contacts → |
“Lenken es una empresa que ofece servicios de Planeación Patrimonial a empresarios y ejecutivos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Newport Multifamily Asesores Independientesnewportcapital.mxHQ: Federal District, MexicoReported employees: 1-10 | Federal District, Mexico | 1-10 | Exact match | 5 contacts → |
“Somos un equipo de profesionales especializados en los patrimonios familiares transgeneracionales, con más de 25 años de experiencia en el Sector Financiero.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | IAM Consultoresintrustam.com HQ: San Pedro Garza García, MexicoReported employees: 1-10 | San Pedro Garza García, Mexico | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 |  Lowen Haus Wealth Managementlowen-haus.comHQ: Zapopan, MexicoReported employees: 1-10 | Zapopan, Mexico | 1-10 | Exact match | 4 contacts → |
“Cuidamos lo que has construido.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Libertlibert.mx HQ: Benito Juarez, MexicoReported employees: 51-200 | Benito Juarez, Mexico | 51-200 | Exact match | 3 contacts → |
“Somos un despacho de consultoría y planeación patrimonial.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Patrimonial Partnerspatrimonial.com.mxHQ: Mexico City, MexicoReported employees: 1-10 | Mexico City, Mexico | 1-10 | Exact match | 3 contacts → |
“Nos especializamos en gestionar e institucionalizar el patrimonio familiar, desde las inversiones financieras y capital privado, proyectos de inversión, consejería y planificación…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Estrategas DE Vidaestrategasdevida.comHQ: MexicoReported employees: 1-10 | Mexico | 1-10 | Exact match | 2 contacts → |
“Quiénes somos?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Boost Financieroboostfinanciero.comHQ: México, MexicoReported employees: 51-200 | México, Mexico | 51-200 | Exact match | 1 contacts → |
“La felicidad es la suma de momentos importantes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  VS Wealth Managementvs-wm.comHQ: Mexico City, MexicoReported employees: 1-10 | Mexico City, Mexico | 1-10 | Exact match | 1 contacts → |
“Este servicio se enfoca en personas que requieren asesoría financiera patrimonial con una visión de inversión global.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | EONeon-assets.com HQ: MexicoReported employees: 1-10 | Mexico | 1-10 | Exact match | 1 contacts → |
“Asesores en gestión y plantación patrimonial” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 159 company matches
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Multigenerational 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
159 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 Mexico, so it is reported there. Company counts and contact totals on this page are exact for Mexico, over 159 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 ↗
Questions about this company list
What does Exact match mean for multigenerational 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 multigenerational planning firms did RevenueBase find based in Mexico?
The saved snapshot records 159 matching company records, 889 tracked contacts and 94 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
Multigenerational planning firms by geography
- Multigenerational planning firms based in Adelaide, Australia
- Multigenerational planning firms based in Brisbane, Australia
- Multigenerational planning firms based in Melbourne, Australia
- Multigenerational planning firms based in Sydney, Australia
- Multigenerational planning firms based in Rio De Janeiro, Brazil
- Multigenerational planning firms based in Sao Paulo, Brazil
- Multigenerational planning firms based in Calgary, Canada
- Multigenerational planning firms based in Edmonton, Canada
- Multigenerational planning firms based in Mississauga, Canada
- Multigenerational planning firms based in Montreal, Canada
- Multigenerational planning firms based in Oakville, Canada
- Multigenerational planning firms based in Ottawa, Canada
Cite this list
RevenueBase Data Team. Top 25 multigenerational planning firms based in Mexico. Snapshot: November 6, 2026. https://revenuebase.ai/companies/multigenerational-planning-firms/mexico.
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
- Multigenerational planning firms based in Adelaide, Australia
- Multigenerational planning firms based in Brisbane, Australia
- Multigenerational planning firms based in Melbourne, Australia
- Multigenerational planning firms based in Sydney, Australia
- Multigenerational planning firms based in Rio De Janeiro, Brazil
- Multigenerational planning firms based in Sao Paulo, Brazil
Company intelligence · public preview
Top 25 multigenerational planning firms based in Mexico
RevenueBase records 159 matching company records for multigenerational planning firms based in Mexico, with 889 tracked contacts and 94 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 multigenerational planning firms based in Mexico
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 | HQ: San Pedro Garza García, MexicoReported employees: 51-200 | San Pedro Garza García, Mexico | 51-200 | Exact match | 70 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Evidikaevidika.com HQ: Zapopan, MexicoReported employees: 11-50 | Zapopan, Mexico | 11-50 | Exact match | 35 contacts → |
“Impulsar la transición hacia la gestión eficiente y sostenible del patrimonio familiar.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Proxper Asesores S.Cproxper.com.mx HQ: Mexico City, MexicoReported employees: 11-50 | Mexico City, Mexico | 11-50 | Exact match | 28 contacts → |
“Somos un equipo de Asesores Patrimoniales que ayudan a sus clientes a alcanzar sus objetivos financieros a corto, mediano y largo plazo en cinco pilares principales de protección…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Eqqus Wealth Managementeqqus.com.mx HQ: Zapopan, MexicoReported employees: 1-10 | Zapopan, Mexico | 1-10 | Exact match | 26 contacts → |
“En EQQUS, tenemos la misión de descubrir y resolver las necesidades financieras de nuestros clientes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | MODUMmodumam.com HQ: Mexico City, MexicoReported employees: 11-50 | Mexico City, Mexico | 11-50 | Exact match | 20 contacts → |
“Modum is an independent, fiduciary, and fee-only wealth advisory firm dedicated to helping clients achieve their financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Sherpa Capitalsherpacapital.com.mx HQ: Bosques De Chapultepec, MexicoReported employees: 11-50 | Bosques De Chapultepec, Mexico | 11-50 | Exact match | 19 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Elan Protección Patrimonialelan.mx HQ: Zapopan, MexicoReported employees: 11-50 | Zapopan, Mexico | 11-50 | Exact match | 18 contacts → |
“ELAN es un despacho de consultoría de protección patrimonial y orientación financiera, con +8 años de experiencia en el mercado asegurador y de inversiones patrimoniales.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Realigorealigo.mx HQ: San Pedro Garza Garcia, MexicoReported employees: 11-50 | San Pedro Garza Garcia, Mexico | 11-50 | Exact match | 16 contacts → |
“Realigo es una firma de asesores profesionales, especializada en consultoría financiera y patrimonial para personas físicas y morales.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Holistic Advisorsholisticadvisors.mx HQ: Monterrey, MexicoReported employees: 11-50 | Monterrey, Mexico | 11-50 | Exact match | 11 contacts → |
“Founded in 2023, Holistic Advisors is a wealth management advisory firm, which solves your financial needs through a broad portfolio of investment alternatives.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Orsus Asesoría Patrimonialallianz.com.mx HQ: Mexico City, MexicoReported employees: 11-50 | Mexico City, Mexico | 11-50 | Exact match | 8 contacts → |
“Orsus Asesoría Patrimonial es una firma de consultoría financiera y patrimonial con más de 13 de años de experiencia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Grupo Casthél Patrimonialcastelcp.com.mx HQ: Monterrey, MexicoReported employees: 11-50 | Monterrey, Mexico | 11-50 | Exact match | 8 contacts → |
“Nuestro trabajo es escuchar tus sueños de vida y hacerlos realidad.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Aurum Asesoresaurumap.com.mx HQ: Miguel Hidalgo, MexicoReported employees: 11-50 | Miguel Hidalgo, Mexico | 11-50 | Exact match | 7 contacts → |
“Somos una firma de asesores patrimoniales especializada en diseñar estrategias financieras que generan protección, crecimiento y tranquilidad a largo plazo.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Atman Financial Consultancyatmanfinancial.com HQ: Mexico D.f, MexicoReported employees: 1-10 | Mexico D.f, Mexico | 1-10 | Exact match | 7 contacts → |
“From Estate planning to Life Insurance, Retirement options or Private Banking, we are here to help.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Hampshire Consultinghampshireconsulting.com HQ: MexicoReported employees: 11-50 | Mexico | 11-50 | Exact match | 6 contacts → |
“En Hampshire Consulting acompañamos a quienes construyen el mundo: líderes empresariales, profesionales y familias, para proteger, hacer crecer y trascender su patrimonio a través…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Vidaplanvidaplan.mx HQ: Granada, MexicoReported employees: 1-10 | Granada, Mexico | 1-10 | Exact match | 6 contacts → |
“Vida Plan is a consulting firm that offers an integral financial planning diagnosis specially designed to meet client´s needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Lenkenlenken.mx HQ: Guadalajara, MexicoReported employees: 1-10 | Guadalajara, Mexico | 1-10 | Exact match | 5 contacts → |
“Lenken es una empresa que ofece servicios de Planeación Patrimonial a empresarios y ejecutivos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Newport Multifamily Asesores Independientesnewportcapital.mx HQ: Federal District, MexicoReported employees: 1-10 | Federal District, Mexico | 1-10 | Exact match | 5 contacts → |
“Somos un equipo de profesionales especializados en los patrimonios familiares transgeneracionales, con más de 25 años de experiencia en el Sector Financiero.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | IAM Consultoresintrustam.com HQ: San Pedro Garza García, MexicoReported employees: 1-10 | San Pedro Garza García, Mexico | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 | Lowen Haus Wealth Managementlowen-haus.com HQ: Zapopan, MexicoReported employees: 1-10 | Zapopan, Mexico | 1-10 | Exact match | 4 contacts → |
“Cuidamos lo que has construido.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Libertlibert.mx HQ: Benito Juarez, MexicoReported employees: 51-200 | Benito Juarez, Mexico | 51-200 | Exact match | 3 contacts → |
“Somos un despacho de consultoría y planeación patrimonial.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Patrimonial Partnerspatrimonial.com.mx HQ: Mexico City, MexicoReported employees: 1-10 | Mexico City, Mexico | 1-10 | Exact match | 3 contacts → |
“Nos especializamos en gestionar e institucionalizar el patrimonio familiar, desde las inversiones financieras y capital privado, proyectos de inversión, consejería y planificación…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Estrategas DE Vidaestrategasdevida.com HQ: MexicoReported employees: 1-10 | Mexico | 1-10 | Exact match | 2 contacts → |
“Quiénes somos?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Boost Financieroboostfinanciero.com HQ: México, MexicoReported employees: 51-200 | México, Mexico | 51-200 | Exact match | 1 contacts → |
“La felicidad es la suma de momentos importantes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | VS Wealth Managementvs-wm.com HQ: Mexico City, MexicoReported employees: 1-10 | Mexico City, Mexico | 1-10 | Exact match | 1 contacts → |
“Este servicio se enfoca en personas que requieren asesoría financiera patrimonial con una visión de inversión global.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | EONeon-assets.com HQ: MexicoReported employees: 1-10 | Mexico | 1-10 | Exact match | 1 contacts → |
“Asesores en gestión y plantación patrimonial” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 159 company matches
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Multigenerational 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
159 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 Mexico, so it is reported there. Company counts and contact totals on this page are exact for Mexico, over 159 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 ↗
Questions about this company list
What does Exact match mean for multigenerational 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 multigenerational planning firms did RevenueBase find based in Mexico?
The saved snapshot records 159 matching company records, 889 tracked contacts and 94 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 multigenerational planning firms based in Mexico. Snapshot: November 6, 2026. https://revenuebase.ai/companies/multigenerational-planning-firms/mexico.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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