Company lists · Data refreshed September 2026

Top 23 Personalized investment platforms based in Madrid, Spain

RevenueBase identified 81 personalized investment platforms headquartered in Madrid, Spain as of September 2026 and tracks 1,488 professional contacts across them, including 226 with verified work emails. Across Spain, Madrid is the largest hub for this category.

This list covers personalized investment platforms headquartered in Madrid, Spain, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
81Companies
1,488Contacts tracked
226Verified emails
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The 23 largest personalized investment platforms based in Madrid, Spain

Ranked by team size
Top 23 of 81 personalized investment platforms based in Madrid, Spain, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to personalized investment platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceMadrid, SpainHQ checked Sep 29, 2026201-500342 contacts →

Indirect evidence

“Lo más singular de Singular Bank son sus clientes.”

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceMadrid, SpainHQ checked Sep 29, 20261,001-5,000104 contacts →

Indirect evidence

“AXA Exclusiv nace con el objetivo de dar respuesta a los clientes más exigentes, aquellos que necesitan un asesoramiento patrimonial estable y continuado de la mano de un…”

Source: RevenueBase Database · checked Sep 29, 2026
3Indirect evidenceMadrid, SpainHQ checked Sep 29, 202651-20096 contacts →

Indirect evidence

“atl Capital es una entidad de Banca Privada con una misión muy clara: lograr que nuestros clientes alcancen sus objetivos siguiendo una estrategia de inversión planificada y…”

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceMadrid, SpainHQ checked Sep 29, 202651-20077 contacts →

Indirect evidence

“Diaphanum Valores S.V.”

Source: RevenueBase Database · checked Sep 29, 2026
5Partial evidenceMadrid, SpainHQ checked Sep 29, 202651-20061 contacts →

Partial evidence

“Tomamos partido por ti" Nos dedicamos a la asesoría independiente y personalizada en inversiones, colaborando con entidades financieras de primer nivel.”

Source: RevenueBase Database · checked Sep 29, 2026
6Indirect evidenceMadrid, SpainHQ checked Sep 29, 202651-20049 contacts →

Indirect evidence

“Wealth Solutions, asesora a clientes de altos patrimonios tanto particulares como de instituciones (Fundaciones, ONG's, Sociedades de inversión, Single Family Offices, etc.) en…”

Source: RevenueBase Database · checked Sep 29, 2026
7Indirect evidenceMadrid, SpainHQ checked Sep 29, 20261,001-5,00046 contacts →

Indirect evidence

“Sabemos lo que para ti tiene valor.”

Source: RevenueBase Database · checked Sep 29, 2026
8Partial evidenceMadrid, SpainHQ checked Sep 29, 202611-5030 contacts →

Partial evidence

“At Laborai, we are building an AI-powered platform focused on smarter taxes and accessible savings, designed to help everyone improve their financial life, starting with what…”

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceMadrid, SpainHQ checked Sep 29, 202611-5023 contacts →

Indirect evidence

“Welcome Asset Management es una firma de asesoramiento y gestión financiera que nace como una alternativa innovadora frente al entorno económico actual y las normativas del sector.”

Source: RevenueBase Database · checked Sep 29, 2026
10Indirect evidenceMadrid, SpainHQ checked Sep 29, 202611-5020 contacts →

Indirect evidence

“We provide independent, international and individual financial planning and wealth management advice to clients all over the world.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceMadrid, SpainHQ checked Sep 29, 202611-5019 contacts →

Indirect evidence

“Finizens es el Gestor Automatizado de Inversiones Especialista en Inversión Pasiva Indexada.”

Source: RevenueBase Database · checked Sep 29, 2026
12Indirect evidenceMadrid, SpainHQ checked Sep 29, 202611-5016 contacts →

Indirect evidence

“CoreCapital is an independent securities agency dedicated to portfolio management and wealth advide.”

Source: RevenueBase Database · checked Sep 29, 2026
13Partial evidenceMadrid, SpainHQ checked Sep 29, 202611-5013 contacts →

Partial evidence

“Altex is founded in 2003 with the objective of offering to institutionals and private investors a service of investment management based on excellence, integrity and independence.”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceMadrid, SpainHQ checked Sep 29, 202651-20013 contacts →

Indirect evidence

“Finletic is a fintech asset management company with the mission of offering the highest standards of wealth management to every investor.”

Source: RevenueBase Database · checked Sep 29, 2026
15Indirect evidenceMadrid, SpainHQ checked Sep 29, 20261-1011 contacts →

Indirect evidence

“Sassola Partners es una firma de Gestión y Asesoramiento Patrimonial Multigestor.”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceMadrid, SpainHQ checked Sep 29, 20261-109 contacts →

Indirect evidence

“Feelcapital es el primer robo advisor español (asesoramiento automático o robótico) que analiza de forma personal el perfil de sus usuarios optimizando su dinero en fondos de…”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceMadrid, SpainHQ checked Sep 29, 20261-108 contacts →

Indirect evidence

“Servicio al cliente y traje a medida adaptado a sus necesidades.”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceMadrid, SpainHQ checked Sep 29, 20261-107 contacts →

Indirect evidence

“In Invexcel Patrimonio we advise families and institutions requiring savvy, bespoke and unbiased financial advice, with an entrepreneurial vision of wealth.”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceMadrid, SpainHQ checked Sep 29, 20261-107 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
20Indirect evidenceMadrid, SpainHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“T.”

Source: RevenueBase Database · checked Sep 29, 2026
21Strong evidenceMadrid, SpainHQ checked Sep 29, 20261-104 contacts →

Strong evidence

“FinanSee is an innovative financial service platform that addresses key issues in retail investing through personalized, AI-driven solutions.”

Source: RevenueBase Database · checked Sep 29, 2026
22Indirect evidenceMadrid, SpainHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“Brokvisor es una startup pionera en el asesoramiento en la gestión de carteras on line mediante algoritmos de machine learning.”

Source: RevenueBase Database · checked Sep 29, 2026
23Indirect evidenceMadrid, SpainHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Inverdif nace de nuestra pasión por invertir.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 23 of 81 personalized investment platforms based in Madrid, Spain

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Personalized investment platforms based in Madrid, Spain at a glance

As of Sep 29, 2026
15.2%Verified-email coverage
18.4Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
52
11-50
16
51-200
7
201-500
3
1,001-5,000
2
10001+
1

Email recency for this list is measured across the whole Spain list rather than for Madrid, so it is reported there. Company counts and contact totals on this page are exact for Madrid, over 81 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 Madrid, Spain 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 Madrid 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, 226 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 in Spain

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 Madrid, Spain?

RevenueBase identified 81 personalized investment platforms headquartered in Madrid, Spain 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?

Singular Bank, headquartered in Madrid, tops this list with the largest team on record.

Which city in Spain has the most personalized investment platforms?

Madrid leads Spain with 81 headquartered companies, followed by Barcelona (37) and Valencia (9).

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 226 verified decision-maker contacts tracked across these 81 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.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.