Company lists · Data refreshed September 2026
Top 19 Personal finance consultants based in Italy
RevenueBase identified 97 personal finance consultants headquartered in Italy as of September 2026 and tracks 543 professional contacts across them, including 211 with verified work emails. Milano is the largest hub.
This list covers personal finance consultants 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 20, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 19 largest personal finance consultants based in Italy
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 258 contacts → | ||||
Strong evidence “Financial Planners Network - Multibrand in Finance, Insurance and Credit.We help people to deal with various personal financial issues through proper planning, advising clients on…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 12 contacts → | ||||
Partial evidence “Mission: We help people build, manage and protect their wealth by providing them with the tools and information they need to make informed financial decisions.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 12 contacts → | ||||
Indirect evidence “Il nostro motto è "It's all about your future" ed è a queste parole che si ispira la nostra attività quotidiana.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 11 contacts → | ||||
Partial evidence “ALFA SCF è l’evoluzione del lavoro trentennale di ADB SpA e Lupotto & Partners, pionieri in Italia nella consulenza finanziaria indipendente e pianificazione patrimoniale.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 9 contacts → | ||||
Indirect evidence “Fra i primi in Italia a offrire ai risparmiatori una consulenza non fintamente attiva e non in conflitto d'interessi.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 8 contacts → | ||||
Partial evidence “Best Planners ti offre servizi di consulenza finanziaria indipendente: l’unica consulenza finanziaria erogata in assenza di conflitto di interessi, grazie alla totale indipendenza…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 8 contacts → | ||||
Partial evidence “Veneris Family Office è una società di consulenza finanziaria che, a differenza di banche ed altri intermediari finanziari (banche – promotori finanziari – private banker – agenti…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Partial evidence “Meridian è una società di consulenza finanziaria indipendente – iscritta nella sezione delle Società di Consulenza Finanziaria dell’Albo Unico dei consulenti Finanziari.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Partial evidence “Consulenza Finanziaria Indipendente per Privati e Aziende.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 3 contacts → | ||||
Partial evidence “Siamo un team di CONSULENTI FINANZIARI INDIPENDENTI da banche e istituzioni finanziarie.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Partial evidence “Siamo un team di consulenti finanziari indipendenti impegnati a lavorare esclusivamente per il tuo interesse, senza vincoli con banche o con società di gestione.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Partial evidence “Il vostro partner di fiducia per la consulenza finanziaria aziendale.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Partial evidence “Reliance è un’agenzia in attività finanziaria che grazie alla sua esperienza ultradecennale dispone della professionalità e competenza per guidare il consumatore verso la…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Partial evidence “A point of reference in the field of financial advisory, a valid support for families, entrepreneurs and institutions.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Partial evidence “CFO Group Srl è una società di Consulenza Finanziaria con sede a Modena (MO).” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Partial evidence “PERCHÈ RIVOLGERSI AD UN CONSULENTE FINANZIARIO INDIPENDENTE?” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Partial evidence “Lo Studio Cappiello si occupa di consulenza e pianificazione finanziaria sia per aziende che per privati.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Strong evidence “Lo Studio offre un servizio di pianificazione finanziaria personalizzata e consulenza in materia di investimenti” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Strong evidence “Consulenti finanziari esperti e qualificati; aiutiamo le persone ad affrontare le loro esigenze nell'ambito del patrimonio familiare.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: personal finance consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names personal finance consultants.
- Partial evidence
- Its own public description names part of personal finance consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name personal finance consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 19 of 97 personal finance consultants based in Italy
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Personal finance consultants based in Italy at a glance
As of Sep 20, 2026Companies by employee count
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 97 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 personal finance consultants, 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 “personal finance consultants”. 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 personal finance consultants), 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 personal finance consultants, 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, 211 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names personal finance consultants, 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 personal finance consultants are there based in Italy?
RevenueBase identified 97 personal finance consultants 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?
Consultinvest Investimenti SIM SPA, headquartered in Modena, tops this list with the largest team on record.
Which city has the most personal finance consultants?
Milano leads with 7 headquartered companies, followed by Milan (6) and Modena (4).
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 211 verified decision-maker contacts tracked across these 97 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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