Company lists · Data refreshed September 2026
Top 25 Personalized investment platforms based in Italy
RevenueBase identified 136 company matches for personalized investment platforms associated with Italy as of September 2026 and tracks 3,485 professional contacts across them, including 1,197 with verified work emails. Milan is the largest hub.
This list covers company matches for personalized investment platforms associated with Italy, 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 Italy
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,413 contacts → | ||||
Exact match “All’avanguardia da 50 anni, per dare giusto valore al tempo.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 838 contacts → | ||||
Exact match “Un punto di riferimento sul mercato per l’innovazione e per il modello di business unico basato sul binomio tra digitale e relazione, Banca Widiba offre una piattaforma online…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 242 contacts → | ||||
Exact match “L’indipendenza, in Banca Intermobiliare, è il valore portante: è alla base della nostra identità.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 235 contacts → | ||||
Exact match “Kairos was founded in as an entrepreneurial initiative in the asset management sector.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 101 contacts → | ||||
Exact match “Asfalia è una società formata da professionisti con anni di esperienza e competenze specifiche nei settori finanziario e assicurativo.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 49 contacts → | ||||
Exact match “Siamo una società di intermediazione mobiliare che, con elevata professionalità e consolidati livelli di competenza, supporta la propria clientela, istituzionale e privata…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 48 contacts → | ||||
Exact match “deVere Italia S.r.l.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 33 contacts → | ||||
Exact match “Gamma Capital Markets Succursale italiana è formata da un team di professionisti appassionati e metodici nel ricercare le migliori soluzioni di investimento.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 21 contacts → | ||||
Exact match “Online SIM SpA è dal la piattaforma italiana per investire online.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 18 contacts → | ||||
Exact match “Con una conoscenza radicata del mercato italiano, Praemia REIM Italy SGR offre consulenze personalizzate e una gamma completa di servizi, dalla implementazione di soluzioni…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 18 contacts → | ||||
Exact match “Adhoc SCF è una società di consulenza finanziaria indipendente iscritta all'Albo specializzata nella prestazione su base indipendente (in totale assenza di conflitto d’interessi)…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 15 contacts → | ||||
Exact match “Marzotto Sim è autorizzata ad offre servizi di-Negoziazione per conto proprio (Delibera n.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 11 contacts → | ||||
Exact match “ALFA SCF è l’evoluzione del lavoro trentennale di ADB SpA e Lupotto & Partners, pionieri in Italia nella consulenza finanziaria indipendente e pianificazione patrimoniale.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 9 contacts → | ||||
Exact match “Fra i primi in Italia a offrire ai risparmiatori una consulenza non fintamente attiva e non in conflitto d'interessi.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 9 contacts → | ||||
Exact match “InvestPlan è una società di consulenza finanziaria indipendente.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “In Alisei, da oltre venticinque anni, i nostri valori mettono il tuo risparmio al sicuro.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “Klear is an innovative startup reshaping wealth management by providing a fully digital and independent solution.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “Panrhema SCF è una Società di Consulenza Finanziaria Indipendente che opera nell’interesse esclusivo dei propri clienti privati e istituzionali.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “Siamo professionisti del mondo assicurativo e finanziario.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “Meridian è una società di consulenza finanziaria indipendente – iscritta nella sezione delle Società di Consulenza Finanziaria dell’Albo Unico dei consulenti Finanziari.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “Nel giugno 2018 nasce Alicanto Capital SGR S.p.A, una realtà nuova ed unica in cui si fondono la tradizione, la competenza, l’esperienza, le migliori professionalità di Alpi Fondi…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “Garnell nasce nel 2004 dall’incontro di partner uniti da una visione comune e i cui diversi background si fondono in una speciale combinazione di competenze, esperienza e…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “Tutela Del Risparmio nasce per aiutare le persone a raggiungere gli obiettivi di vita, attraverso la realizzazione di strategie di investimenti e di risparmio.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “Kallisto Partners is an independent financial boutique with offices in Rome and London, offering tailor-made solutions for institutional investors, families, and HNWI.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “La fiduciaria dei professionisti.” 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 136 personalized investment platforms based in Italy
See the full list, filter by size, metro and specialty, and access 1,197 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Personalized investment platforms based in Italy at a glance
As of Sep 29, 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 136 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 Italy 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 1,197 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 Italy?
RevenueBase identified 136 company matches for personalized investment platforms associated with Italy 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?
Allianz Bank Financial Advisors 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?
Milan leads with 47 company records, followed by Rome (8) and Turin (6).
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 1,197 professional contacts with verified work emails tracked across these 136 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 136 personalized investment platforms based in Italy. Start with a free account, no credit card.
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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 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
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- Lists by location
- Lists A-Z
- New lists
- Personalized investment platforms based in Adelaide, Australia
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Company intelligence · public preview
Top 25 personalized investment platforms based in Italy
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 136 matching company records for personalized investment platforms based in Italy, with 3,485 tracked contacts and 1,197 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 Italy
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 |  Allianz Bank Financial Advisorsallianzbank.itHQ: Milan, ItalyReported employees: 501-1,000 | Milan, Italy | 501-1,000 | Exact match | 1,413 contacts → |
“All’avanguardia da 50 anni, per dare giusto valore al tempo.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Banca Widibawidiba.itHQ: Milan, ItalyReported employees: 201-500 | Milan, Italy | 201-500 | Exact match | 838 contacts → |
“Un punto di riferimento sul mercato per l’innovazione e per il modello di business unico basato sul binomio tra digitale e relazione, Banca Widiba offre una piattaforma online…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Banca Intermobiliare DI Investimenti E Gestioni SPAbancaintermobiliare.comHQ: Turin, ItalyReported employees: 51-200 | Turin, Italy | 51-200 | Exact match | 242 contacts → |
“L’indipendenza, in Banca Intermobiliare, è il valore portante: è alla base della nostra identità.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Kairos Partners SGRkairospartners.comHQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 235 contacts → |
“Kairos was founded in as an entrepreneurial initiative in the asset management sector.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Asfaliaasfalia.itHQ: Saronno, ItalyReported employees: 11-50 | Saronno, Italy | 11-50 | Exact match | 101 contacts → |
“Asfalia è una società formata da professionisti con anni di esperienza e competenze specifiche nei settori finanziario e assicurativo.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Euromobiliare Advisory SIMeasim.itHQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 49 contacts → |
“Siamo una società di intermediazione mobiliare che, con elevata professionalità e consolidati livelli di competenza, supporta la propria clientela, istituzionale e privata…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Devere Italiadevere-italia.itHQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 48 contacts → |
“deVere Italia S.r.l.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Gamma Capital Markets Succursale Italianagammamarkets.itHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 33 contacts → |
“Gamma Capital Markets Succursale italiana è formata da un team di professionisti appassionati e metodici nel ricercare le migliori soluzioni di investimento.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Online SIMonlinesim.itHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 21 contacts → |
“Online SIM SpA è dal la piattaforma italiana per investire online.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Praemia Reim Italy SGRpraemiareim.itHQ: Milan, ItalyReported employees: 201-500 | Milan, Italy | 201-500 | Exact match | 18 contacts → |
“Con una conoscenza radicata del mercato italiano, Praemia REIM Italy SGR offre consulenze personalizzate e una gamma completa di servizi, dalla implementazione di soluzioni…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Adhoc SCFadhocscf.comHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 18 contacts → |
“Adhoc SCF è una società di consulenza finanziaria indipendente iscritta all'Albo specializzata nella prestazione su base indipendente (in totale assenza di conflitto d’interessi)…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Marzotto SIM S.P.Amarzottosim.comHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 15 contacts → |
“Marzotto Sim è autorizzata ad offre servizi di-Negoziazione per conto proprio (Delibera n.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Alfa SCF Società DI Consulenza Finanziaria SPAalfaconsulenza.it HQ: Turin, ItalyReported employees: 11-50 | Turin, Italy | 11-50 | Exact match | 11 contacts → |
“ALFA SCF è l’evoluzione del lavoro trentennale di ADB SpA e Lupotto & Partners, pionieri in Italia nella consulenza finanziaria indipendente e pianificazione patrimoniale.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Soldiexpert SCFsoldiexpert.comHQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 9 contacts → |
“Fra i primi in Italia a offrire ai risparmiatori una consulenza non fintamente attiva e non in conflitto d'interessi.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Investplan SCFinvestplan.comHQ: Florence, ItalyReported employees: 1-10 | Florence, Italy | 1-10 | Exact match | 9 contacts → |
“InvestPlan è una società di consulenza finanziaria indipendente.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Alisei SGR S.P.Aaliseisgr.itHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 7 contacts → |
“In Alisei, da oltre venticinque anni, i nostri valori mettono il tuo risparmio al sicuro.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  KLEARklearfinance.comHQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 7 contacts → |
“Klear is an innovative startup reshaping wealth management by providing a fully digital and independent solution.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Panrhema SCFpanrhema.comHQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 7 contacts → |
“Panrhema SCF è una Società di Consulenza Finanziaria Indipendente che opera nell’interesse esclusivo dei propri clienti privati e istituzionali.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Marfis Advisorsmarfis.itHQ: Sammichele Di Bari, ItalyReported employees: 11-50 | Sammichele Di Bari, Italy | 11-50 | Exact match | 7 contacts → |
“Siamo professionisti del mondo assicurativo e finanziario.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Meridian Consulenti Finanziari Indipendentimeridianscf.comHQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 6 contacts → |
“Meridian è una società di consulenza finanziaria indipendente – iscritta nella sezione delle Società di Consulenza Finanziaria dell’Albo Unico dei consulenti Finanziari.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Alicanto Capital SGR S.P.Aalicantocapital.comHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 6 contacts → |
“Nel giugno 2018 nasce Alicanto Capital SGR S.p.A, una realtà nuova ed unica in cui si fondono la tradizione, la competenza, l’esperienza, le migliori professionalità di Alpi Fondi…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Garnell Capital Partnersgarnell.itHQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 6 contacts → |
“Garnell nasce nel 2004 dall’incontro di partner uniti da una visione comune e i cui diversi background si fondono in una speciale combinazione di competenze, esperienza e…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Tutela DEL Risparmio Egos Method Consulenza Indipendentetuteladelrisparmio.it HQ: Turin, ItalyReported employees: 1-10 | Turin, Italy | 1-10 | Exact match | 6 contacts → |
“Tutela Del Risparmio nasce per aiutare le persone a raggiungere gli obiettivi di vita, attraverso la realizzazione di strategie di investimenti e di risparmio.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Kallisto Partnerskallistopartners.com HQ: Rome, ItalyReported employees: 1-10 | Rome, Italy | 1-10 | Exact match | 5 contacts → |
“Kallisto Partners is an independent financial boutique with offices in Rome and London, offering tailor-made solutions for institutional investors, families, and HNWI.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Istituto Fiduciario Ambrosiano - IFAifafiduciaria.itHQ: Rome, ItalyReported employees: 1-10 | Rome, Italy | 1-10 | Exact match | 5 contacts → |
“La fiduciaria dei professionisti.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 136 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
135 records in the displayed employee bands.
1 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 Italy, so it is reported there. Company counts and contact totals on this page are exact for Italy, over 136 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 Italy?
The saved snapshot records 136 matching company records, 3,485 tracked contacts and 1,197 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 Italy. Snapshot: September 29, 2026. https://revenuebase.ai/companies/personalized-investment-platforms/italy.
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
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- Personalized investment platforms based in Adelaide, Australia
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Company intelligence · public preview
Top 25 personalized investment platforms based in Italy
RevenueBase records 136 matching company records for personalized investment platforms based in Italy, with 3,485 tracked contacts and 1,197 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 Italy
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 | Allianz Bank Financial Advisorsallianzbank.it HQ: Milan, ItalyReported employees: 501-1,000 | Milan, Italy | 501-1,000 | Exact match | 1,413 contacts → |
“All’avanguardia da 50 anni, per dare giusto valore al tempo.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Banca Widibawidiba.it HQ: Milan, ItalyReported employees: 201-500 | Milan, Italy | 201-500 | Exact match | 838 contacts → |
“Un punto di riferimento sul mercato per l’innovazione e per il modello di business unico basato sul binomio tra digitale e relazione, Banca Widiba offre una piattaforma online…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Banca Intermobiliare DI Investimenti E Gestioni SPAbancaintermobiliare.com HQ: Turin, ItalyReported employees: 51-200 | Turin, Italy | 51-200 | Exact match | 242 contacts → |
“L’indipendenza, in Banca Intermobiliare, è il valore portante: è alla base della nostra identità.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Kairos Partners SGRkairospartners.com HQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 235 contacts → |
“Kairos was founded in as an entrepreneurial initiative in the asset management sector.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Asfaliaasfalia.it HQ: Saronno, ItalyReported employees: 11-50 | Saronno, Italy | 11-50 | Exact match | 101 contacts → |
“Asfalia è una società formata da professionisti con anni di esperienza e competenze specifiche nei settori finanziario e assicurativo.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Euromobiliare Advisory SIMeasim.it HQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 49 contacts → |
“Siamo una società di intermediazione mobiliare che, con elevata professionalità e consolidati livelli di competenza, supporta la propria clientela, istituzionale e privata…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Devere Italiadevere-italia.it HQ: Milan, ItalyReported employees: 51-200 | Milan, Italy | 51-200 | Exact match | 48 contacts → |
“deVere Italia S.r.l.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Gamma Capital Markets Succursale Italianagammamarkets.it HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 33 contacts → |
“Gamma Capital Markets Succursale italiana è formata da un team di professionisti appassionati e metodici nel ricercare le migliori soluzioni di investimento.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Online SIMonlinesim.it HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 21 contacts → |
“Online SIM SpA è dal la piattaforma italiana per investire online.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Praemia Reim Italy SGRpraemiareim.it HQ: Milan, ItalyReported employees: 201-500 | Milan, Italy | 201-500 | Exact match | 18 contacts → |
“Con una conoscenza radicata del mercato italiano, Praemia REIM Italy SGR offre consulenze personalizzate e una gamma completa di servizi, dalla implementazione di soluzioni…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Adhoc SCFadhocscf.com HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 18 contacts → |
“Adhoc SCF è una società di consulenza finanziaria indipendente iscritta all'Albo specializzata nella prestazione su base indipendente (in totale assenza di conflitto d’interessi)…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Marzotto SIM S.P.Amarzottosim.com HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 15 contacts → |
“Marzotto Sim è autorizzata ad offre servizi di-Negoziazione per conto proprio (Delibera n.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Alfa SCF Società DI Consulenza Finanziaria SPAalfaconsulenza.it HQ: Turin, ItalyReported employees: 11-50 | Turin, Italy | 11-50 | Exact match | 11 contacts → |
“ALFA SCF è l’evoluzione del lavoro trentennale di ADB SpA e Lupotto & Partners, pionieri in Italia nella consulenza finanziaria indipendente e pianificazione patrimoniale.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Soldiexpert SCFsoldiexpert.com HQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 9 contacts → |
“Fra i primi in Italia a offrire ai risparmiatori una consulenza non fintamente attiva e non in conflitto d'interessi.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Investplan SCFinvestplan.com HQ: Florence, ItalyReported employees: 1-10 | Florence, Italy | 1-10 | Exact match | 9 contacts → |
“InvestPlan è una società di consulenza finanziaria indipendente.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Alisei SGR S.P.Aaliseisgr.it HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 7 contacts → |
“In Alisei, da oltre venticinque anni, i nostri valori mettono il tuo risparmio al sicuro.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | KLEARklearfinance.com HQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 7 contacts → |
“Klear is an innovative startup reshaping wealth management by providing a fully digital and independent solution.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Panrhema SCFpanrhema.com HQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 7 contacts → |
“Panrhema SCF è una Società di Consulenza Finanziaria Indipendente che opera nell’interesse esclusivo dei propri clienti privati e istituzionali.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Marfis Advisorsmarfis.it HQ: Sammichele Di Bari, ItalyReported employees: 11-50 | Sammichele Di Bari, Italy | 11-50 | Exact match | 7 contacts → |
“Siamo professionisti del mondo assicurativo e finanziario.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Meridian Consulenti Finanziari Indipendentimeridianscf.com HQ: Milan, ItalyReported employees: 1-10 | Milan, Italy | 1-10 | Exact match | 6 contacts → |
“Meridian è una società di consulenza finanziaria indipendente – iscritta nella sezione delle Società di Consulenza Finanziaria dell’Albo Unico dei consulenti Finanziari.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Alicanto Capital SGR S.P.Aalicantocapital.com HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 6 contacts → |
“Nel giugno 2018 nasce Alicanto Capital SGR S.p.A, una realtà nuova ed unica in cui si fondono la tradizione, la competenza, l’esperienza, le migliori professionalità di Alpi Fondi…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Garnell Capital Partnersgarnell.it HQ: Milan, ItalyReported employees: 11-50 | Milan, Italy | 11-50 | Exact match | 6 contacts → |
“Garnell nasce nel 2004 dall’incontro di partner uniti da una visione comune e i cui diversi background si fondono in una speciale combinazione di competenze, esperienza e…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Tutela DEL Risparmio Egos Method Consulenza Indipendentetuteladelrisparmio.it HQ: Turin, ItalyReported employees: 1-10 | Turin, Italy | 1-10 | Exact match | 6 contacts → |
“Tutela Del Risparmio nasce per aiutare le persone a raggiungere gli obiettivi di vita, attraverso la realizzazione di strategie di investimenti e di risparmio.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Kallisto Partnerskallistopartners.com HQ: Rome, ItalyReported employees: 1-10 | Rome, Italy | 1-10 | Exact match | 5 contacts → |
“Kallisto Partners is an independent financial boutique with offices in Rome and London, offering tailor-made solutions for institutional investors, families, and HNWI.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Istituto Fiduciario Ambrosiano - IFAifafiduciaria.it HQ: Rome, ItalyReported employees: 1-10 | Rome, Italy | 1-10 | Exact match | 5 contacts → |
“La fiduciaria dei professionisti.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 136 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
135 records in the displayed employee bands.
1 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 Italy, so it is reported there. Company counts and contact totals on this page are exact for Italy, over 136 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 Italy?
The saved snapshot records 136 matching company records, 3,485 tracked contacts and 1,197 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 Italy. Snapshot: September 29, 2026. https://revenuebase.ai/companies/personalized-investment-platforms/italy.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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