Company lists · Data refreshed September 2026
Top 20 Personalized investment platforms based in Luxembourg
RevenueBase identified 38 personalized investment platforms headquartered in Luxembourg as of September 2026 and tracks 455 professional contacts across them, including 206 with verified work emails. Luxembourg is the largest hub.
This list covers personalized investment platforms headquartered in Luxembourg, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 20 largest personalized investment platforms based in Luxembourg
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 73 contacts → | ||||
Indirect evidence “At Creand Wealth & Securities, we offer an exclusive, personalised and professional service.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 37 contacts → | ||||
Partial evidence “Our company ETHENEA is a non-bank affiliated investment management company based in Luxembourg.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 37 contacts → | ||||
Indirect evidence “DHF Capital S.A.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 33 contacts → | ||||
Indirect evidence “Delen Private Bank is a family-run wealth management firm specialized in asset management.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 30 contacts → | ||||
Indirect evidence “Looking back on a long and rich experience, the founders of Qualion Finance decided in 2007 to join forces and expertise to create an independent management company whose sole…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 20 contacts → | ||||
Indirect evidence “Rhein Asset Management mit Sitz in Luxemburg und Niederlassungen in Düsseldorf und neu auch in Frankfurt wurde von Dr.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 19 contacts → | ||||
Indirect evidence “Asset Manager specialized in customized portfolio solutions and advisory services for institutional clients.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 17 contacts → | ||||
Indirect evidence “Our Core We are a group of financial advisers, with a mutual background from big banks, and with a shared passion for a client focused business model, without ties to any…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 17 contacts → | ||||
Partial evidence “ShelteR is a Luxembourg-based investment management company regulated by the CSSF and is owned by Rego Partners, a Belgian company active in the financial sector.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 15 contacts → | ||||
Indirect evidence “Createrra Finance's vocation is to provide private clientele with full-service, completely independent wealth management.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 14 contacts → | ||||
Indirect evidence “ALPHA PATRIMOINE S.A, en tant que société de Gestion de Fortune luxembourgeoise indépendante de toute institution financière, vous propose- Stratégies de gestion personnalisées…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 13 contacts → | ||||
Indirect evidence “At Orea Capital, we view your wealth as more than just a number – it's the fruit of your labor and the gateway to your dreams.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 9 contacts → | ||||
Indirect evidence “Generating momentum for your wealth” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 9 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 8 contacts → | ||||
Indirect evidence “ekonoo est une entreprise d'investissement agréée par la Commission de Surveillance du Secteur Financier (CSSF) ayant développé une solution 100 % digitale pour des offres…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 8 contacts → | ||||
Indirect evidence “EXPERIENCE For more than 30 years, Privalux Management successfully accompanies its private clients in the management of their wealth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 6 contacts → | ||||
Indirect evidence “Société de courtage indépendante installée à Luxembourg depuis 2007, Patrimoine Consult S.A.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 6 contacts → | ||||
Partial evidence “Birdee is the socially responsible investment solution making investing accessible to everyone at the lowest price possible.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 6 contacts → | ||||
Indirect evidence “Votre partenaire pour la protection et gestion de votre patrimoine.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Indirect evidence “Pilotage de la gestion de fortune de nos clients, conseils en gouvernance familiale, stratégie patrimoniale et ingénierie financière." Hormé Hinode Advisors, c’est une équipe…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: personalized investment platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names personalized investment platforms.
- Partial evidence
- Its own public description names part of personalized investment platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name personalized investment platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 20 of 38 personalized investment platforms based in Luxembourg
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 206 reachable decision-makers.
Free signup · no credit card
Personalized investment platforms based in Luxembourg at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Luxembourg, so it is reported there. Company counts and contact totals on this page are exact for Luxembourg, over 38 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among personalized investment platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Luxembourg whose own description of what they do matches “personalized investment platforms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names personalized investment platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among personalized investment platforms, and records with no verified work email. Companies headquartered outside Luxembourg are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 206 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 29, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Personalized investment platforms by metro
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names personalized investment platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many personalized investment platforms are there based in Luxembourg?
RevenueBase identified 38 personalized investment platforms headquartered in Luxembourg as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Creand Wealth & Securities Banque DE Patrimoines Privés, S. A, headquartered in Luxembourg, tops this list with the largest team on record.
Which city has the most personalized investment platforms?
Luxembourg leads with 26 headquartered companies, followed by Capellen (3) and Wasserbillig (2).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 206 verified decision-maker contacts tracked across these 38 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 38 personalized investment platforms based in Luxembourg. Start with a free account, no credit card.
Download this list →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
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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