Company lists · Data refreshed September 2026
Top 18 Senior financial planning firms based in Chile
RevenueBase identified 60 company matches for senior financial planning firms associated with Chile as of September 2026 and tracks 2,604 professional contacts across them, including 334 with verified work emails. Santiago is the largest hub.
This list covers company matches for senior financial planning firms associated with Chile, 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 22, 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.
The 18 largest senior financial planning firms based in Chile
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,274 contacts → | ||||
Exact match “Somos una compañía con más de 40 años de trayectoria, reconocidos por nuestro servicio, rentabilidad y asesoría personalizada.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 2 | 58 contacts → | ||||
Exact match “Te ayudamos a organizar tus finanzas personales para que puedas reducir tu carga financiera y cumplir tus metas.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 44 contacts → | ||||
Exact match “Concreces es una empresa del grupo Ecomac, el cual tiene más de 50 años de trayectoria en el mercado inmobiliario y financiero de Chile.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 4 | 17 contacts → | ||||
Exact match “Apoyamos a familias e instituciones a estructurar y administrar sus portfolios de largo plazo.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 5 | 12 contacts → | ||||
Exact match “Atacama Asset Management is an independent Boutique Financial Adviser.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 11 contacts → | ||||
Exact match “Preservamos y hacemos crecer su patrimonio con visión global.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 9 contacts → | ||||
Exact match “International Financial Planners & Investment Advisors EBG International are independent financial planners providing high quality, regulated financial advice to both local…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 8 | 7 contacts → | ||||
Exact match “En Aurea Group nos ocupamos de la gestión patrimonial de nuestros clientes, brindando soluciones integrales, a medida y con visión prospectiva.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 6 contacts → | ||||
Exact match “En BTI ayudamos a inversionistas inmobiliarios, emprendedores y empresarios a optimizar su gestión tributaria, entregándoles herramientas educativas, asesorías expertas y planes…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match “Entregamos una asesoría integral, respecto al desarrollo de un plan de inversión personalizado, con el respaldo de un equipo de profesionales altamente capacitados para que tomes…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “Empresa de servicios y asesorías financieras.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “Somos un equipo de profesionales empatizando con tu realidad.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Grupo de empresas de inversiones con una amplia gama de servicios que incluyen Finanzas Corporativas, Wealth Management, Asset Management y Administradora de fondos de inversión.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “Santiago Brokers Asesoría Patrimonial Independiente | Chile En Santiago Brokers no vendemos productos financieros.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “En Sur Advisory brindamos soluciones financieras personalizadas para ayudar a nuestros clientes a alcanzar sus metas y asegurar su futuro financiero.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “A través de nuestros diferentes acuerdos comerciales Stoploss brinda herramientas de planificación y protección patrimonial por medio de soluciones que se ajustan a la medida de…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “Inversiones, planificación patrimonial, impuestos, herencia” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Somos una empresa dedicada a la asesoría financiera y proporcionamos instrumentos para cada etapa de la vida de nuestros clientes.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “senior financial planning firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 18 of 60 senior financial planning firms based in Chile
See the full list, filter by size, metro and specialty, and access 334 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Senior financial planning firms based in Chile at a glance
As of Sep 22, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Chile, so it is reported there. Company counts and contact totals on this page are exact for Chile, over 60 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 Chile whose business descriptions match “senior financial planning firms” 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 334 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 22, 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 “senior financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many senior financial planning firms are there based in Chile?
RevenueBase identified 60 company matches for senior financial planning firms associated with Chile 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?
AFP Cuprum tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most senior financial planning firms?
Santiago leads with 22 company records, followed by Las Condes (12) and Las Condes Santiago (4).
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 334 professional contacts with verified work emails tracked across these 60 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 22, 2026.
Ready to reach these companies? Verified emails and direct dials for all 60 senior financial planning firms based in Chile. Start with a free account, no credit card.
Download this list →Related lists
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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.
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Company intelligence · public preview
Top 18 senior financial planning firms based in Chile
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 60 matching company records for senior financial planning firms based in Chile, with 2,604 tracked contacts and 334 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 18 senior financial planning firms based in Chile
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | AFP Cuprumwww6.cuprum.cl HQ: Santiago, ChileReported employees: 1,001-5,000 | Santiago, Chile | 1,001-5,000 | Exact match | 2,274 contacts → |
“Somos una compañía con más de 40 años de trayectoria, reconocidos por nuestro servicio, rentabilidad y asesoría personalizada.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Patrimorepatrimore.com HQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 58 contacts → |
“Te ayudamos a organizar tus finanzas personales para que puedas reducir tu carga financiera y cumplir tus metas.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Servicios Financieros Concrecesconcreces.clHQ: Santiago, ChileReported employees: 201-500 | Santiago, Chile | 201-500 | Exact match | 44 contacts → |
“Concreces es una empresa del grupo Ecomac, el cual tiene más de 50 años de trayectoria en el mercado inmobiliario y financiero de Chile.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  CIO Investcioinvest.comHQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 17 contacts → |
“Apoyamos a familias e instituciones a estructurar y administrar sus portfolios de largo plazo.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Atacama Investatacamainvest.comHQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 12 contacts → |
“Atacama Asset Management is an independent Boutique Financial Adviser.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Global Advisors Managementglobaladvisors.netHQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 11 contacts → |
“Preservamos y hacemos crecer su patrimonio con visión global.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | EBG Internationalebginternational.com HQ: Las Condes, ChileReported employees: 1-10 | Las Condes, Chile | 1-10 | Exact match | 9 contacts → |
“International Financial Planners & Investment Advisors EBG International are independent financial planners providing high quality, regulated financial advice to both local…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Aurea Group Chileaureagroup.clHQ: Vitacura, ChileReported employees: 11-50 | Vitacura, Chile | 11-50 | Exact match | 7 contacts → |
“En Aurea Group nos ocupamos de la gestión patrimonial de nuestros clientes, brindando soluciones integrales, a medida y con visión prospectiva.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Las Condes, ChileReported employees: 11-50 | Las Condes, Chile | 11-50 | Exact match | 6 contacts → |
“En BTI ayudamos a inversionistas inmobiliarios, emprendedores y empresarios a optimizar su gestión tributaria, entregándoles herramientas educativas, asesorías expertas y planes…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Grupo Inversióngrupoinversion.clHQ: Las Condes, ChileReported employees: 1-10 | Las Condes, Chile | 1-10 | Exact match | 5 contacts → |
“Entregamos una asesoría integral, respecto al desarrollo de un plan de inversión personalizado, con el respaldo de un equipo de profesionales altamente capacitados para que tomes…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Humphreys Advisorshumphreysadvisors.clHQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 4 contacts → |
“Empresa de servicios y asesorías financieras.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | MPATImpati.cl HQ: Santiago, ChileReported employees: 1-10 | Santiago, Chile | 1-10 | Exact match | 3 contacts → |
“Somos un equipo de profesionales empatizando con tu realidad.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Vortex Groupvortexgroup.clHQ: Lo Barnechea, ChileReported employees: 1-10 | Lo Barnechea, Chile | 1-10 | Exact match | 3 contacts → |
“Grupo de empresas de inversiones con una amplia gama de servicios que incluyen Finanzas Corporativas, Wealth Management, Asset Management y Administradora de fondos de inversión.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Santiago Brokerssantiagobrokers.com HQ: Las Condes, ChileReported employees: 1-10 | Las Condes, Chile | 1-10 | Exact match | 2 contacts → |
“Santiago Brokers Asesoría Patrimonial Independiente | Chile En Santiago Brokers no vendemos productos financieros.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | SUR Advisorysuradvisory.cl HQ: Concepción, ChileReported employees: 1-10 | Concepción, Chile | 1-10 | Exact match | 2 contacts → |
“En Sur Advisory brindamos soluciones financieras personalizadas para ayudar a nuestros clientes a alcanzar sus metas y asegurar su futuro financiero.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Stoplossstoploss.cl HQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 1 contacts → |
“A través de nuestros diferentes acuerdos comerciales Stoploss brinda herramientas de planificación y protección patrimonial por medio de soluciones que se ajustan a la medida de…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Gestión Patrimonial Ltdagestionpatrimonial.cl HQ: Las Condes, ChileReported employees: 1-10 | Las Condes, Chile | 1-10 | Exact match | 1 contacts → |
“Inversiones, planificación patrimonial, impuestos, herencia” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Bcorp Servicios Financierosbcorp.clHQ: Santiago, ChileReported employees: 1-10 | Santiago, Chile | 1-10 | Exact match | 1 contacts → |
“Somos una empresa dedicada a la asesoría financiera y proporcionamos instrumentos para cada etapa de la vida de nuestros clientes.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 60 company matches
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Senior financial planning firms: dataset insights
September 22, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
60 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Chile, so it is reported there. Company counts and contact totals on this page are exact for Chile, over 60 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 22, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for senior financial planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many senior financial planning firms did RevenueBase find based in Chile?
The saved snapshot records 60 matching company records, 2,604 tracked contacts and 334 verified emails. The public preview displays 18 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 22, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Senior financial planning firms by geography
- Senior financial planning firms based in Adelaide, Australia
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- Senior financial planning firms based in Brisbane, Australia
- Senior financial planning firms based in Melbourne, Australia
- Senior financial planning firms based in North Sydney, Australia
- Senior financial planning firms based in Parramatta, Australia
- Senior financial planning firms based in Perth, Australia
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Cite this list
RevenueBase Data Team. Top 18 senior financial planning firms based in Chile. Snapshot: September 22, 2026. https://revenuebase.ai/companies/senior-financial-planning-firms/chile.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Senior financial planning firms based in Adelaide, Australia
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Company intelligence · public preview
Top 18 senior financial planning firms based in Chile
RevenueBase records 60 matching company records for senior financial planning firms based in Chile, with 2,604 tracked contacts and 334 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 18 senior financial planning firms based in Chile
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | AFP Cuprumwww6.cuprum.cl HQ: Santiago, ChileReported employees: 1,001-5,000 | Santiago, Chile | 1,001-5,000 | Exact match | 2,274 contacts → |
“Somos una compañía con más de 40 años de trayectoria, reconocidos por nuestro servicio, rentabilidad y asesoría personalizada.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Patrimorepatrimore.com HQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 58 contacts → |
“Te ayudamos a organizar tus finanzas personales para que puedas reducir tu carga financiera y cumplir tus metas.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Servicios Financieros Concrecesconcreces.cl HQ: Santiago, ChileReported employees: 201-500 | Santiago, Chile | 201-500 | Exact match | 44 contacts → |
“Concreces es una empresa del grupo Ecomac, el cual tiene más de 50 años de trayectoria en el mercado inmobiliario y financiero de Chile.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | CIO Investcioinvest.com HQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 17 contacts → |
“Apoyamos a familias e instituciones a estructurar y administrar sus portfolios de largo plazo.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Atacama Investatacamainvest.com HQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 12 contacts → |
“Atacama Asset Management is an independent Boutique Financial Adviser.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Global Advisors Managementglobaladvisors.net HQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 11 contacts → |
“Preservamos y hacemos crecer su patrimonio con visión global.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | EBG Internationalebginternational.com HQ: Las Condes, ChileReported employees: 1-10 | Las Condes, Chile | 1-10 | Exact match | 9 contacts → |
“International Financial Planners & Investment Advisors EBG International are independent financial planners providing high quality, regulated financial advice to both local…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Aurea Group Chileaureagroup.cl HQ: Vitacura, ChileReported employees: 11-50 | Vitacura, Chile | 11-50 | Exact match | 7 contacts → |
“En Aurea Group nos ocupamos de la gestión patrimonial de nuestros clientes, brindando soluciones integrales, a medida y con visión prospectiva.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Las Condes, ChileReported employees: 11-50 | Las Condes, Chile | 11-50 | Exact match | 6 contacts → |
“En BTI ayudamos a inversionistas inmobiliarios, emprendedores y empresarios a optimizar su gestión tributaria, entregándoles herramientas educativas, asesorías expertas y planes…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Grupo Inversióngrupoinversion.cl HQ: Las Condes, ChileReported employees: 1-10 | Las Condes, Chile | 1-10 | Exact match | 5 contacts → |
“Entregamos una asesoría integral, respecto al desarrollo de un plan de inversión personalizado, con el respaldo de un equipo de profesionales altamente capacitados para que tomes…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Humphreys Advisorshumphreysadvisors.cl HQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 4 contacts → |
“Empresa de servicios y asesorías financieras.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | MPATImpati.cl HQ: Santiago, ChileReported employees: 1-10 | Santiago, Chile | 1-10 | Exact match | 3 contacts → |
“Somos un equipo de profesionales empatizando con tu realidad.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Vortex Groupvortexgroup.cl HQ: Lo Barnechea, ChileReported employees: 1-10 | Lo Barnechea, Chile | 1-10 | Exact match | 3 contacts → |
“Grupo de empresas de inversiones con una amplia gama de servicios que incluyen Finanzas Corporativas, Wealth Management, Asset Management y Administradora de fondos de inversión.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Santiago Brokerssantiagobrokers.com HQ: Las Condes, ChileReported employees: 1-10 | Las Condes, Chile | 1-10 | Exact match | 2 contacts → |
“Santiago Brokers Asesoría Patrimonial Independiente | Chile En Santiago Brokers no vendemos productos financieros.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | SUR Advisorysuradvisory.cl HQ: Concepción, ChileReported employees: 1-10 | Concepción, Chile | 1-10 | Exact match | 2 contacts → |
“En Sur Advisory brindamos soluciones financieras personalizadas para ayudar a nuestros clientes a alcanzar sus metas y asegurar su futuro financiero.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Stoplossstoploss.cl HQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 1 contacts → |
“A través de nuestros diferentes acuerdos comerciales Stoploss brinda herramientas de planificación y protección patrimonial por medio de soluciones que se ajustan a la medida de…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Gestión Patrimonial Ltdagestionpatrimonial.cl HQ: Las Condes, ChileReported employees: 1-10 | Las Condes, Chile | 1-10 | Exact match | 1 contacts → |
“Inversiones, planificación patrimonial, impuestos, herencia” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Bcorp Servicios Financierosbcorp.cl HQ: Santiago, ChileReported employees: 1-10 | Santiago, Chile | 1-10 | Exact match | 1 contacts → |
“Somos una empresa dedicada a la asesoría financiera y proporcionamos instrumentos para cada etapa de la vida de nuestros clientes.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Senior financial planning firms: dataset insights
September 22, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
60 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Chile, so it is reported there. Company counts and contact totals on this page are exact for Chile, over 60 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 22, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for senior financial planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many senior financial planning firms did RevenueBase find based in Chile?
The saved snapshot records 60 matching company records, 2,604 tracked contacts and 334 verified emails. The public preview displays 18 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 22, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 18 senior financial planning firms based in Chile. Snapshot: September 22, 2026. https://revenuebase.ai/companies/senior-financial-planning-firms/chile.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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