Company lists · Data refreshed September 2026

Top 25 Retirement planning services based in Spain

RevenueBase identified 139 company matches for retirement planning services associated with Spain as of September 2026 and tracks 1,133 professional contacts across them, including 86 with verified work emails. Madrid is the largest hub.

This list covers company matches for retirement planning services associated with Spain, 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 21, 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 Sep 21, 2026 How this list was built
139Companies
1,133Contacts tracked
86Verified emails
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The 25 largest retirement planning services based in Spain

Ranked by team size
Top 25 of 139 company matches for retirement planning services based in Spain, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 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 matchMadrid, SpainHQ recorded Sep 21, 2026n/a173 contacts →

Exact match

“Ahorro Corporación Financiera, S.A.U.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2Exact matchMadrid, SpainHQ recorded Sep 21, 20261,001-5,000104 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3Exact matchMadrid, SpainHQ recorded Sep 21, 202651-20061 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4Exact matchMadrid, SpainHQ recorded Sep 21, 202651-20052 contacts →

Exact match

“Inversimply es la empresa líder en planificación financiera en España, ofreciendo un asesoramiento 360º en todos los aspectos financieros.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5Exact matchMadrid, SpainHQ recorded Sep 21, 20261,001-5,00046 contacts →

Exact match

“Sabemos lo que para ti tiene valor.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6Exact matchMadrid, SpainHQ recorded Sep 21, 202611-5023 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7Exact matchBarcelona, SpainHQ recorded Sep 21, 202611-5019 contacts →

Exact match

“En Talenta SGIIC nos especializamos en la gestión patrimonial independiente, ofreciendo soluciones personalizadas que se adaptan a las necesidades específicas de cada cliente.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8Exact matchSpainHQ recorded Sep 21, 202611-5014 contacts →

Exact match

“Servicios de Asesoramiento patrimonial y financiero a personas físicas tendentes a obtener una rentabilidad de su patrimonio acordes a sus requerimientos.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9Exact matchBarcelona, SpainHQ recorded Sep 21, 202611-5014 contacts →

Exact match

“SLM es una firma de análisis financiero cuyo principal objetivo es ofrecer un servicio financiero basado única y exclusivamente en el interés del cliente.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10Exact matchMadrid, SpainHQ recorded Sep 21, 20261-108 contacts →

Exact match

“Consilio Asesores Patrimoniales Independientes, EAF, registrada en la CNMV con el número 133, es una firma de asesoramiento financiero que trata de dar respuesta a una demanda…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11Exact matchMadrid, SpainHQ recorded Sep 21, 20261-107 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12Exact matchMadrid, SpainHQ recorded Sep 21, 202611-507 contacts →

Exact match

“Óptima Previsión es una Consultoría Actuarial y Sociedad Correduría de Seguros fundada en 2005 a partir de la unión de un grupo de profesionales con una amplia experiencia en el…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13Exact matchMadrid, SpainHQ recorded Sep 21, 20261-107 contacts →

Exact match

“En Jubilame creemos que una buena planificación puede garantizar tu nivel de vida, hoy y en el futuro.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14Exact matchMadrid, SpainHQ recorded Sep 21, 20261-107 contacts →

Exact match

“Investment & Advisory”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15Exact matchPontevedra, SpainHQ recorded Sep 21, 20261-106 contacts →

Exact match

“Educación Financiera.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16Exact matchBarcelona, SpainHQ recorded Sep 21, 20261-105 contacts →

Exact match

“Hemos podido observar en los últimos 20 años la proliferación de compañías de cualquier tamaño en el sector financiero.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17Exact matchBarcelona, SpainHQ recorded Sep 21, 20261-105 contacts →

Exact match

“Somos una (), desde la que ofrecemos un, cumpliendo siempre con los más altos estándares dentro de la regulación del sector.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18Exact matchBilbao-bilbo, SpainHQ recorded Sep 21, 20261-104 contacts →

Exact match

“Brindamos a un grupo selecto de clientes asesoramiento y gestión personalizada y un servicio superior.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19Exact matchFraga, SpainHQ recorded Sep 21, 20261-104 contacts →

Exact match

“En qué podemos ayudarte?”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20Exact matchBarcelona, SpainHQ recorded Sep 21, 20261-103 contacts →

Exact match

“EGTM Capital nace de la necesidad de crear un servicio especializado, más específico y cualificado, que pueda abarcar exclusivamente el asesoramiento financiero en materia de…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21Exact matchHuesca, SpainHQ recorded Sep 21, 20261-103 contacts →

Exact match

“Quality Finance Wealth Management es una firma de asesoramiento financiero especializada en planificación patrimonial personalizada.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22Exact matchMadrid, SpainHQ recorded Sep 21, 202611-502 contacts →

Exact match

“Empresa de asesoramiento financiero dedicada a particulares, familias, y empresas.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23Exact matchLeon, SpainHQ recorded Sep 21, 20261-102 contacts →

Exact match

“Somos una Agencia exclusiva de Allianz, con más de 20 años de experiencia y que desde el 2018 estamos trabajando desde nuestras nuevas oficinas para que todos nuestros clientes…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24Exact matchBarcelona, SpainHQ recorded Sep 21, 20261-102 contacts →

Exact match

“He creado Dardanius Financial Solutions para dar solución integral, de forma independiente, a todos mis clientes.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25Exact matchPamplona, SpainHQ recorded Sep 21, 20261-101 contacts →

Exact match

“En Somos Inversores, comprendemos que vender tu empresa es un paso crucial en tu vida.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

Showing 25 of 139 retirement planning services based in Spain

See the full list, filter by size, metro and specialty, and access 86 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Retirement planning services based in Spain at a glance

As of Sep 21, 2026
7.6%Verified-email coverage
8.2Average contacts per company
1-10Median size (employees)
36.0%Largest-city concentration · Madrid
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
106
11-50
26
51-200
3
201-500
1
1,001-5,000
2
10001+
1

Email recency for this list is measured worldwide rather than for Spain, so it is reported there. Company counts and contact totals on this page are exact for Spain, over 139 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 Spain whose business descriptions match “retirement planning services” 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 86 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 21, 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 “retirement planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retirement planning services are there based in Spain?

RevenueBase identified 139 company matches for retirement planning services associated with Spain 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?

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

Which city has the most retirement planning services?

Madrid leads with 50 company records, followed by Barcelona (19) and Malaga (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 86 professional contacts with verified work emails tracked across these 139 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 21, 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.