Company lists · Data refreshed September 2026
Top 25 Personalized investment platforms based in Chile
RevenueBase identified 66 company matches for personalized investment platforms associated with Chile as of September 2026 and tracks 1,788 professional contacts across them, including 183 with verified work emails. Santiago is the largest hub.
This list covers company matches for personalized investment platforms associated with Chile, 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 September 29, 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 personalized investment platforms based in Chile
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 162 contacts → | ||||
Exact match “Durante el proceso de ahorro e inversión estaremos contigo.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 91 contacts → | ||||
Exact match “MBI Inversiones es un administrador de activos especializado con más de 25 años en el mercado, orientado a asesorar integralmente a familias de alto patrimonio, clientes privados…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 58 contacts → | ||||
Exact match “Te ayudamos a organizar tus finanzas personales para que puedas reducir tu carga financiera y cumplir tus metas.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 38 contacts → | ||||
Exact match “SARTOR Investments is an independent financial advisory firm focused on high net worth clients.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 26 contacts → | ||||
Exact match “Betterplan es una plataforma de Wealth Management Independiente que te da acceso a asesores financieros expertos que te recomendarán las mejores opciones para optimizar tu…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 23 contacts → | ||||
Exact match “Vision nace en 1996 en Santiago, Chile, con el propósito de ofrecer asesoría financiera a clientes de altos patrimonios y distribución institucional.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 22 contacts → | ||||
Exact match “We are expert Investors.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 19 contacts → | ||||
Exact match “Invertir es tan fácil como ahorrar.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 17 contacts → | ||||
Exact match “Apoyamos a familias e instituciones a estructurar y administrar sus portfolios de largo plazo.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 12 contacts → | ||||
Exact match “Somos una empresa de Inversión Inmobiliaria.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 12 contacts → | ||||
Exact match “Atacama Asset Management is an independent Boutique Financial Adviser.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 11 contacts → | ||||
Exact match “En BR Capital trabajamos en la gestión integral del patrimonio de nuestros clientes.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 11 contacts → | ||||
Exact match “Preservamos y hacemos crecer su patrimonio con visión global.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 10 contacts → | ||||
Exact match “Holdo es la primera plataforma chilena que te entrega una asesoría profesional con inteligencia artificial.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 9 contacts → | ||||
Exact match “Te damos acceso a las mejores oportunidades de inversión en Activos Alternativos.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 9 contacts → | ||||
Exact match “Somos una empresa independiente dedicada a las inversiones en los mercados financeros.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “En Aurea Group nos ocupamos de la gestión patrimonial de nuestros clientes, brindando soluciones integrales, a medida y con visión prospectiva.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “Hedgestone Financial is a leading private financial advisory firm providing specialized services to Asset Managers, Private Bankers, Brokerages and Independent Financial Advisors.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “Entregamos una asesoría integral, respecto al desarrollo de un plan de inversión personalizado, con el respaldo de un equipo de profesionales altamente capacitados para que tomes…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “Somos una empresa que presta servicios de asesoría personal en inversiones inmobiliarias.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “Grupo de empresas de inversiones con una amplia gama de servicios que incluyen Finanzas Corporativas, Wealth Management, Asset Management y Administradora de fondos de inversión.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “LedgiFi makes the process of managing investments easy and appealing for millennials, eliminating the boring parts by offering a simple and centralized platform where people can…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “Nuestro propósito es hacer una asesoría global a personas que con o sin conocimientos financieros, tengan intención de invertir.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “A través de nuestros diferentes acuerdos comerciales Stoploss brinda herramientas de planificación y protección patrimonial por medio de soluciones que se ajustan a la medida de…” Recorded in the RevenueBase company graph · Sep 29, 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 “personalized investment platforms”. 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 66 personalized investment platforms based in Chile
See the full list, filter by size, metro and specialty, and access 183 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Personalized investment platforms based in Chile at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Chile, so it is reported there. Company counts and contact totals on this page are exact for Chile, over 66 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 Chile whose business descriptions match “personalized investment platforms” 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 183 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 September 29, 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 “personalized investment platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many personalized investment platforms are there based in Chile?
RevenueBase identified 66 company matches for personalized investment platforms associated with Chile as of September 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?
Bice Inversiones tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most personalized investment platforms?
Santiago leads with 20 company records, followed by Las Condes (14) and Las Condes Santiago (5).
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 183 professional contacts with verified work emails tracked across these 66 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 September 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 66 personalized investment platforms based in Chile. Start with a free account, no credit card.
Download this list →Related lists
Personalized investment platforms by geography
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- Personalized investment platforms based in North Sydney, Australia
- Personalized investment platforms based in Perth, Australia
- Personalized investment platforms based in Sydney, Australia
- Personalized investment platforms based in Belo Horizonte, Brazil
- Personalized investment platforms based in Curitiba, Brazil
- Personalized investment platforms based in Porto Alegre, Brazil
- Personalized investment platforms based in Rio De Janeiro, Brazil
- Personalized investment platforms based in Sao Paulo, Brazil
- Personalized investment platforms based in Calgary, 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
- Personalized investment platforms based in Adelaide, Australia
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- Personalized investment platforms based in Melbourne, Australia
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Company intelligence · public preview
Top 25 personalized investment platforms based in Chile
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 66 matching company records for personalized investment platforms based in Chile, with 1,788 tracked contacts and 183 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: September 29, 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 personalized investment platforms based in Chile
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 |  Bice Inversionesbanco.bice.clHQ: Santiago, ChileReported employees: Not recorded | Santiago, Chile | Not recorded | Exact match | 162 contacts → |
“Durante el proceso de ahorro e inversión estaremos contigo.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  MBI Inversionesmbi.clHQ: Las Condes, ChileReported employees: 51-200 | Las Condes, Chile | 51-200 | Exact match | 91 contacts → |
“MBI Inversiones es un administrador de activos especializado con más de 25 años en el mercado, orientado a asesorar integralmente a familias de alto patrimonio, clientes privados…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Patrimorepatrimore.com HQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 58 contacts → |
“Te ayudamos a organizar tus finanzas personales para que puedas reducir tu carga financiera y cumplir tus metas.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Sartor Investmentssartor.clHQ: Las Condes, ChileReported employees: 51-200 | Las Condes, Chile | 51-200 | Exact match | 38 contacts → |
“SARTOR Investments is an independent financial advisory firm focused on high net worth clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Betterplanbetterplan.clHQ: Las Condes, ChileReported employees: 11-50 | Las Condes, Chile | 11-50 | Exact match | 26 contacts → |
“Betterplan es una plataforma de Wealth Management Independiente que te da acceso a asesores financieros expertos que te recomendarán las mejores opciones para optimizar tu…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Vision Wealth Managementvision.clHQ: Vitacura, ChileReported employees: 11-50 | Vitacura, Chile | 11-50 | Exact match | 23 contacts → |
“Vision nace en 1996 en Santiago, Chile, con el propósito de ofrecer asesoría financiera a clientes de altos patrimonios y distribución institucional.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Paragon Private Advisorsparagonadvisors.clHQ: Vitacura, ChileReported employees: 11-50 | Vitacura, Chile | 11-50 | Exact match | 22 contacts → |
“We are expert Investors.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  FOLfol.clHQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 19 contacts → |
“Invertir es tan fácil como ahorrar.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  CIO Investcioinvest.comHQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 17 contacts → |
“Apoyamos a familias e instituciones a estructurar y administrar sus portfolios de largo plazo.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Goup Capitalgoupcapital.comHQ: Concepcion, ChileReported employees: 1-10 | Concepcion, Chile | 1-10 | Exact match | 12 contacts → |
“Somos una empresa de Inversión Inmobiliaria.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Atacama Investatacamainvest.comHQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 12 contacts → |
“Atacama Asset Management is an independent Boutique Financial Adviser.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  BR Capitalbrcapital.clHQ: Vitacura, ChileReported employees: 11-50 | Vitacura, Chile | 11-50 | Exact match | 11 contacts → |
“En BR Capital trabajamos en la gestión integral del patrimonio de nuestros clientes.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Global Advisors Managementglobaladvisors.netHQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 11 contacts → |
“Preservamos y hacemos crecer su patrimonio con visión global.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  HOLDOholdo.clHQ: Las Condes, ChileReported employees: 1-10 | Las Condes, Chile | 1-10 | Exact match | 10 contacts → |
“Holdo es la primera plataforma chilena que te entrega una asesoría profesional con inteligencia artificial.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | XCALAxcala.com HQ: Vitacura, ChileReported employees: 1-10 | Vitacura, Chile | 1-10 | Exact match | 9 contacts → |
“Te damos acceso a las mejores oportunidades de inversión en Activos Alternativos.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Afitradingafitrading.comHQ: Concepción, ChileReported employees: 1-10 | Concepción, Chile | 1-10 | Exact match | 9 contacts → |
“Somos una empresa independiente dedicada a las inversiones en los mercados financeros.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Aurea Group Chileaureagroup.clHQ: Vitacura, ChileReported employees: 11-50 | Vitacura, Chile | 11-50 | Exact match | 7 contacts → |
“En Aurea Group nos ocupamos de la gestión patrimonial de nuestros clientes, brindando soluciones integrales, a medida y con visión prospectiva.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Hedgestone Financialhedgestonefinancial.comHQ: Santiago, ChileReported employees: 51-200 | Santiago, Chile | 51-200 | Exact match | 6 contacts → |
“Hedgestone Financial is a leading private financial advisory firm providing specialized services to Asset Managers, Private Bankers, Brokerages and Independent Financial Advisors.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Grupo Inversióngrupoinversion.clHQ: Las Condes, ChileReported employees: 1-10 | Las Condes, Chile | 1-10 | Exact match | 5 contacts → |
“Entregamos una asesoría integral, respecto al desarrollo de un plan de inversión personalizado, con el respaldo de un equipo de profesionales altamente capacitados para que tomes…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Property Link Chilepropertylink.clHQ: Las Condes, ChileReported employees: 1-10 | Las Condes, Chile | 1-10 | Exact match | 3 contacts → |
“Somos una empresa que presta servicios de asesoría personal en inversiones inmobiliarias.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Vortex Groupvortexgroup.clHQ: Lo Barnechea, ChileReported employees: 1-10 | Lo Barnechea, Chile | 1-10 | Exact match | 3 contacts → |
“Grupo de empresas de inversiones con una amplia gama de servicios que incluyen Finanzas Corporativas, Wealth Management, Asset Management y Administradora de fondos de inversión.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Ledgifi 500 Latam B18ledgifi.comHQ: ChileReported employees: 1-10 | Chile | 1-10 | Exact match | 2 contacts → |
“LedgiFi makes the process of managing investments easy and appealing for millennials, eliminating the boring parts by offering a simple and centralized platform where people can…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Beta Inversionesbetainversiones.clHQ: Santiago, ChileReported employees: 1-10 | Santiago, Chile | 1-10 | Exact match | 2 contacts → |
“Nuestro propósito es hacer una asesoría global a personas que con o sin conocimientos financieros, tengan intención de invertir.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | DND Private Investmentdndpi.cl HQ: Santiago, ChileReported employees: 1-10 | Santiago, Chile | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Stoplossstoploss.cl HQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 1 contacts → |
“A través de nuestros diferentes acuerdos comerciales Stoploss brinda herramientas de planificación y protección patrimonial por medio de soluciones que se ajustan a la medida de…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 66 company matches
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Personalized investment platforms: dataset insights
September 29, 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
66 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 Chile, so it is reported there. Company counts and contact totals on this page are exact for Chile, over 66 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: September 29, 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 personalized investment platforms?
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 personalized investment platforms did RevenueBase find based in Chile?
The saved snapshot records 66 matching company records, 1,788 tracked contacts and 183 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: September 29, 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
Personalized investment platforms by geography
- Personalized investment platforms based in Adelaide, Australia
- Personalized investment platforms based in Brisbane, Australia
- Personalized investment platforms based in Melbourne, Australia
- Personalized investment platforms based in North Sydney, Australia
- Personalized investment platforms based in Perth, Australia
- Personalized investment platforms based in Sydney, Australia
- Personalized investment platforms based in Belo Horizonte, Brazil
- Personalized investment platforms based in Curitiba, Brazil
- Personalized investment platforms based in Porto Alegre, Brazil
- Personalized investment platforms based in Rio De Janeiro, Brazil
- Personalized investment platforms based in Sao Paulo, Brazil
- Personalized investment platforms based in Calgary, Canada
Cite this list
RevenueBase Data Team. Top 25 personalized investment platforms based in Chile. Snapshot: September 29, 2026. https://revenuebase.ai/companies/personalized-investment-platforms/chile.
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
- Personalized investment platforms based in Adelaide, Australia
- Personalized investment platforms based in Brisbane, Australia
- Personalized investment platforms based in Melbourne, Australia
- Personalized investment platforms based in North Sydney, Australia
- Personalized investment platforms based in Perth, Australia
- Personalized investment platforms based in Sydney, Australia
Company intelligence · public preview
Top 25 personalized investment platforms based in Chile
RevenueBase records 66 matching company records for personalized investment platforms based in Chile, with 1,788 tracked contacts and 183 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: September 29, 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 personalized investment platforms based in Chile
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 | Bice Inversionesbanco.bice.cl HQ: Santiago, ChileReported employees: Not recorded | Santiago, Chile | Not recorded | Exact match | 162 contacts → |
“Durante el proceso de ahorro e inversión estaremos contigo.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | MBI Inversionesmbi.cl HQ: Las Condes, ChileReported employees: 51-200 | Las Condes, Chile | 51-200 | Exact match | 91 contacts → |
“MBI Inversiones es un administrador de activos especializado con más de 25 años en el mercado, orientado a asesorar integralmente a familias de alto patrimonio, clientes privados…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Patrimorepatrimore.com HQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 58 contacts → |
“Te ayudamos a organizar tus finanzas personales para que puedas reducir tu carga financiera y cumplir tus metas.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Sartor Investmentssartor.cl HQ: Las Condes, ChileReported employees: 51-200 | Las Condes, Chile | 51-200 | Exact match | 38 contacts → |
“SARTOR Investments is an independent financial advisory firm focused on high net worth clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Betterplanbetterplan.cl HQ: Las Condes, ChileReported employees: 11-50 | Las Condes, Chile | 11-50 | Exact match | 26 contacts → |
“Betterplan es una plataforma de Wealth Management Independiente que te da acceso a asesores financieros expertos que te recomendarán las mejores opciones para optimizar tu…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Vision Wealth Managementvision.cl HQ: Vitacura, ChileReported employees: 11-50 | Vitacura, Chile | 11-50 | Exact match | 23 contacts → |
“Vision nace en 1996 en Santiago, Chile, con el propósito de ofrecer asesoría financiera a clientes de altos patrimonios y distribución institucional.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Paragon Private Advisorsparagonadvisors.cl HQ: Vitacura, ChileReported employees: 11-50 | Vitacura, Chile | 11-50 | Exact match | 22 contacts → |
“We are expert Investors.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | FOLfol.cl HQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 19 contacts → |
“Invertir es tan fácil como ahorrar.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | CIO Investcioinvest.com HQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 17 contacts → |
“Apoyamos a familias e instituciones a estructurar y administrar sus portfolios de largo plazo.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Goup Capitalgoupcapital.com HQ: Concepcion, ChileReported employees: 1-10 | Concepcion, Chile | 1-10 | Exact match | 12 contacts → |
“Somos una empresa de Inversión Inmobiliaria.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Atacama Investatacamainvest.com HQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 12 contacts → |
“Atacama Asset Management is an independent Boutique Financial Adviser.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | BR Capitalbrcapital.cl HQ: Vitacura, ChileReported employees: 11-50 | Vitacura, Chile | 11-50 | Exact match | 11 contacts → |
“En BR Capital trabajamos en la gestión integral del patrimonio de nuestros clientes.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Global Advisors Managementglobaladvisors.net HQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 11 contacts → |
“Preservamos y hacemos crecer su patrimonio con visión global.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HOLDOholdo.cl HQ: Las Condes, ChileReported employees: 1-10 | Las Condes, Chile | 1-10 | Exact match | 10 contacts → |
“Holdo es la primera plataforma chilena que te entrega una asesoría profesional con inteligencia artificial.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | XCALAxcala.com HQ: Vitacura, ChileReported employees: 1-10 | Vitacura, Chile | 1-10 | Exact match | 9 contacts → |
“Te damos acceso a las mejores oportunidades de inversión en Activos Alternativos.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Afitradingafitrading.com HQ: Concepción, ChileReported employees: 1-10 | Concepción, Chile | 1-10 | Exact match | 9 contacts → |
“Somos una empresa independiente dedicada a las inversiones en los mercados financeros.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Aurea Group Chileaureagroup.cl HQ: Vitacura, ChileReported employees: 11-50 | Vitacura, Chile | 11-50 | Exact match | 7 contacts → |
“En Aurea Group nos ocupamos de la gestión patrimonial de nuestros clientes, brindando soluciones integrales, a medida y con visión prospectiva.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Hedgestone Financialhedgestonefinancial.com HQ: Santiago, ChileReported employees: 51-200 | Santiago, Chile | 51-200 | Exact match | 6 contacts → |
“Hedgestone Financial is a leading private financial advisory firm providing specialized services to Asset Managers, Private Bankers, Brokerages and Independent Financial Advisors.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Grupo Inversióngrupoinversion.cl HQ: Las Condes, ChileReported employees: 1-10 | Las Condes, Chile | 1-10 | Exact match | 5 contacts → |
“Entregamos una asesoría integral, respecto al desarrollo de un plan de inversión personalizado, con el respaldo de un equipo de profesionales altamente capacitados para que tomes…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Property Link Chilepropertylink.cl HQ: Las Condes, ChileReported employees: 1-10 | Las Condes, Chile | 1-10 | Exact match | 3 contacts → |
“Somos una empresa que presta servicios de asesoría personal en inversiones inmobiliarias.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Vortex Groupvortexgroup.cl HQ: Lo Barnechea, ChileReported employees: 1-10 | Lo Barnechea, Chile | 1-10 | Exact match | 3 contacts → |
“Grupo de empresas de inversiones con una amplia gama de servicios que incluyen Finanzas Corporativas, Wealth Management, Asset Management y Administradora de fondos de inversión.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Ledgifi 500 Latam B18ledgifi.com HQ: ChileReported employees: 1-10 | Chile | 1-10 | Exact match | 2 contacts → |
“LedgiFi makes the process of managing investments easy and appealing for millennials, eliminating the boring parts by offering a simple and centralized platform where people can…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Beta Inversionesbetainversiones.cl HQ: Santiago, ChileReported employees: 1-10 | Santiago, Chile | 1-10 | Exact match | 2 contacts → |
“Nuestro propósito es hacer una asesoría global a personas que con o sin conocimientos financieros, tengan intención de invertir.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | DND Private Investmentdndpi.cl HQ: Santiago, ChileReported employees: 1-10 | Santiago, Chile | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Stoplossstoploss.cl HQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 1 contacts → |
“A través de nuestros diferentes acuerdos comerciales Stoploss brinda herramientas de planificación y protección patrimonial por medio de soluciones que se ajustan a la medida de…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Personalized investment platforms: dataset insights
September 29, 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
66 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 Chile, so it is reported there. Company counts and contact totals on this page are exact for Chile, over 66 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: September 29, 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 personalized investment platforms?
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 personalized investment platforms did RevenueBase find based in Chile?
The saved snapshot records 66 matching company records, 1,788 tracked contacts and 183 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: September 29, 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 personalized investment platforms based in Chile. Snapshot: September 29, 2026. https://revenuebase.ai/companies/personalized-investment-platforms/chile.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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