Company lists · Data refreshed September 2026

Top 15 Retirement planning companies based in Italy

RevenueBase identified 66 retirement planning companies headquartered in Italy as of September 2026 and tracks 367 professional contacts across them, including 138 with verified work emails. Milano is the largest hub.

This list covers retirement planning companies headquartered in Italy, 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 19, 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 19, 2026 86% judged on-target in blind review
66Companies
367Contacts tracked
138Verified emails
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The 15 largest retirement planning companies based in Italy

Ranked by team size
Top 15 of 66 retirement planning companies based in Italy, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to retirement planning companies: 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 evidenceUdine, ItalyHQ checked Sep 19, 202651-20068 contacts →

Indirect evidence

“Valori & Finanza nasce da un sogno, il sogno di portare libertà, indipendenza e professionalità etica nel mondo della finanza.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceMilan, ItalyHQ checked Sep 19, 202651-20048 contacts →

Indirect evidence

“deVere Italia S.r.l.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidencePiacenza, ItalyHQ checked Sep 19, 202611-5034 contacts →

Indirect evidence

“Con sede a Piacenza, MiaPensione è una realtà di riferimento nel campo della consulenza previdenziale, specializzata nel calcolo pensionistico e nella pianificazione strategica…”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceVerona, ItalyHQ checked Sep 19, 202611-5017 contacts →

Indirect evidence

“IFA Consulting è società di consulenza finanziaria indipendente, iscritta nell Albo professionale tenuto e vigilato presso l’ Organismo dei Consulenti Finanziari istituto a…”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceTorino, ItalyHQ checked Sep 19, 202611-5011 contacts →

Indirect evidence

“ALFA SCF è l’evoluzione del lavoro trentennale di ADB SpA e Lupotto & Partners, pionieri in Italia nella consulenza finanziaria indipendente e pianificazione patrimoniale.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceMilan, ItalyHQ checked Sep 19, 20261-109 contacts →

Indirect evidence

“Fra i primi in Italia a offrire ai risparmiatori una consulenza non fintamente attiva e non in conflitto d'interessi.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceMilan, ItalyHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“Panrhema SCF è una Società di Consulenza Finanziaria Indipendente che opera nell’interesse esclusivo dei propri clienti privati e istituzionali.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceSammichele Di Bari, ItalyHQ checked Sep 19, 202611-507 contacts →

Indirect evidence

“Siamo professionisti del mondo assicurativo e finanziario.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceMilano, ItalyHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“Meridian è una società di consulenza finanziaria indipendente – iscritta nella sezione delle Società di Consulenza Finanziaria dell’Albo Unico dei consulenti Finanziari.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceRavenna, ItalyHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

“Consulenza Finanziaria Indipendente per Privati e Aziende.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceThiene, ItalyHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Siamo un team di CONSULENTI FINANZIARI INDIPENDENTI da banche e istituzioni finanziarie.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceRome, ItalyHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Siamo un team di consulenti finanziari indipendenti impegnati a lavorare esclusivamente per il tuo interesse, senza vincoli con banche o con società di gestione.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceMilano, ItalyHQ checked Sep 19, 202611-502 contacts →

Indirect evidence

“A point of reference in the field of financial advisory, a valid support for families, entrepreneurs and institutions.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceBrugherio, ItalyHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Lo Studio offre un servizio di pianificazione finanziaria personalizzata e consulenza in materia di investimenti”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidencePadova, ItalyHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Siamo Alessandra Brotto e Federica Paparella, consulenti finanziarie con un obiettivo chiaro e condiviso: offrire una consulenza che mette al centro il cliente, accompagnandolo in…”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 15 of 66 retirement planning companies based in Italy

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Retirement planning companies based in Italy at a glance

As of Sep 19, 2026
37.6%Verified-email coverage
5.6Average contacts per company
1-10Median size (employees)
12.1%Largest-city concentration · Milano
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
51
11-50
11
51-200
2
201-500
2

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 66 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 retirement planning companies, 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 Italy whose own description of what they do matches “retirement planning companies”. 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 retirement planning companies), 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 retirement planning companies, and records with no verified work email. Companies headquartered outside Italy 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, 138 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 19, 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.

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 retirement planning companies, 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 retirement planning companies are there based in Italy?

RevenueBase identified 66 retirement planning companies headquartered in Italy 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?

Valori & Finanza Investimenti SIM S.P.A, headquartered in Udine, tops this list with the largest team on record.

Which city has the most retirement planning companies?

Milano leads with 8 headquartered companies, followed by Milan (4) and Padova (4).

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 138 verified decision-maker contacts tracked across these 66 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 19, 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.