Company lists · Data refreshed November 2026

Top 25 Retail financial planning consultants based in Germany

RevenueBase identified 396 company matches for retail financial planning consultants associated with Germany as of November 2026 and tracks 2,263 professional contacts across them, including 540 with verified work emails. Hamburg is the largest hub.

This list covers company matches for retail financial planning consultants associated with Germany, 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 November 6, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
396Companies
2,263Contacts tracked
540Verified emails
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The 25 largest retail financial planning consultants based in Germany

Ranked by team size
Top 25 of 396 company matches for retail financial planning consultants based in Germany, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchBonn, GermanyHQ recorded Nov 6, 2026501-1,000193 contacts →

Exact match

“IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchCologne, GermanyHQ recorded Nov 6, 202651-200121 contacts →

Exact match

“CP BAP - Wir begleiten Sie als Partner CP BAP ist ein starker Zusammenschluss der Unternehmen CP Consultingpartner AG, CP Bankpartner AG und CP Erfolgspartner AG.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchMünster, GermanyHQ recorded Nov 6, 2026201-50081 contacts →

Exact match

“Wir sind eine mittelständische Wirtschaftsberatung für gehobene Privatkunden, Ärzte, Zahnärzte, Wirtschaftswissenschaftler und Ingenieure.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchBonn, GermanyHQ recorded Nov 6, 202651-20052 contacts →

Exact match

“Bei GLOBAL-FINANZ steht der Mensch im Mittelpunkt.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchHeidelberg, GermanyHQ recorded Nov 6, 202651-20046 contacts →

Exact match

“Unabhängige Finanzberatung für jeden Bedarf Persönliche und langfristige Finanzberatung für alle Lebensbereiche Seit über 50 Jahren steht ZSH für eine unabhängige und…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchHaan, GermanyHQ recorded Nov 6, 202611-5036 contacts →

Exact match

“Beratungsspezialist für den Mittelstand hahn,consultants ist Spezialist für ganzheitliche Unternehmensentwicklung mittelständischer Unternehmen.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchRegensburg, GermanyHQ recorded Nov 6, 202651-20022 contacts →

Exact match

“Ihre Konzertmeister in der Finanzwelt.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchHamburg, GermanyHQ recorded Nov 6, 202651-20021 contacts →

Exact match

“Unser Ziel ist klar: Wir möchten dir eine Finanzberatung bieten, mit der deine Finanzen nicht nur ein Leben lang optimal geregelt sind – sondern mit der du eine echte Perspektive…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchDresden, GermanyHQ recorded Nov 6, 202611-5017 contacts →

Exact match

“Wir wissen: Finanzthemen sind komplex – aber sie sollten nicht kompliziert sein.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchStuttgart, GermanyHQ recorded Nov 6, 202611-5016 contacts →

Exact match

“Our guiding motto is “Advising and moving” And that applies literally.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchAalen, GermanyHQ recorded Nov 6, 202651-20016 contacts →

Exact match

“Die nowinta Finanzgruppe steht seit 30 Jahren für umfassende Finanzberatung und individuelle Vermögensverwaltung für Privatpersonen und Unternehmen.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchMannheim, GermanyHQ recorded Nov 6, 202611-5014 contacts →

Exact match

“Wir sind für unsere Kunden der Ansprechpartner für eine nachhaltige Zusammenarbeit in allen Finanzangelegenheiten.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchHamburg, GermanyHQ recorded Nov 6, 202611-508 contacts →

Exact match

“Anlageberatung für Unternehmer & Selbstständige!”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchKirchzarten, GermanyHQ recorded Nov 6, 202611-507 contacts →

Exact match

“Die restriktive Kreditvergabe der Banken macht vielen Mittelständlern das Leben schwer: Ohne eine gesunde Liquidität ist es unmöglich, neue Investitionen zu tätigen und somit…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchAsperg, GermanyHQ recorded Nov 6, 20261-107 contacts →

Exact match

“CONFIDEX strukturiert Unternehmensfinanzierung – bevor Kapital überhaupt gesucht wird.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchChemnitz, GermanyHQ recorded Nov 6, 20261-107 contacts →

Exact match

“IMMER QUALITÄT MIT IQ"- Unter diesem Motto unterstützen wir seit Jahren Unternehmer und Unternehmerinnen sowie Unternehmen und solche die es werden wollen.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchPassau, GermanyHQ recorded Nov 6, 202611-507 contacts →

Exact match

“Willkommen bei Confiance AG!”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchHamburg, GermanyHQ recorded Nov 6, 202611-507 contacts →

Exact match

“Unabhängigkeit ist finanzierbar!”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchBerlin, GermanyHQ recorded Nov 6, 20261-106 contacts →

Exact match

“YP & Team was founded with the vision, to help all small-business become and stay economically viable.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchRtroch@couontingtheapples.org, GermanyHQ recorded Nov 6, 20261-106 contacts →

Exact match

“I make sure that my clients, small and medium-sized businesses, understand their numbers and achieve their operational and financial goals.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchRitterhude, GermanyHQ recorded Nov 6, 202611-506 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchMunich, GermanyHQ recorded Nov 6, 20261-106 contacts →

Exact match

“FMS steht für Finance, Markets und Solutions.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchFrankfurt, GermanyHQ recorded Nov 6, 20261-106 contacts →

Exact match

“Square Capital Consulting ist Ihr Partner für professionelle Finanz- und Vermögensplanung.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchHamburg, GermanyHQ recorded Nov 6, 202611-506 contacts →

Exact match

“voice economy – die unverwechselbare Stimme am Finanzmarkt.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchSpeyer, GermanyHQ recorded Nov 6, 20261-105 contacts →

Exact match

“Die EMPATHY Finanzlösungen GmbH wurde 2006 gegründet und ist ein unabhängiges, inhabergeführtes Unternehmen mit Sitz in der Domstadt Speyer.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 396 retail financial planning consultants based in Germany

See the full list, filter by size, metro and specialty, and access 540 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Retail financial planning consultants based in Germany at a glance

As of Nov 6, 2026
23.9%Verified-email coverage
5.7Average contacts per company
1-10Median size (employees)
6.1%Largest-city concentration · Hamburg
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
310
11-50
62
51-200
8
201-500
2
501-1,000
3
1,001-5,000
1

Email recency for this list is measured worldwide rather than for Germany, so it is reported there. Company counts and contact totals on this page are exact for Germany, over 396 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 Germany whose business descriptions match “retail financial planning consultants” 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 540 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 November 6, 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 “retail financial planning consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retail financial planning consultants are there based in Germany?

RevenueBase identified 396 company matches for retail financial planning consultants associated with Germany as of November 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?

Bonnfinanz Gmbh tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most retail financial planning consultants?

Hamburg leads with 24 company records, followed by Berlin (21) and Munich (17).

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 540 professional contacts with verified work emails tracked across these 396 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 November 6, 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 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.