Company lists · Data refreshed September 2026
Top 25 Senior financial planning firms based in Czechia
RevenueBase identified 145 company matches for senior financial planning firms associated with Czechia as of September 2026 and tracks 4,800 professional contacts across them, including 811 with verified work emails. Prague is the largest hub.
This list covers company matches for senior financial planning firms associated with Czechia, 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 25 largest senior financial planning firms based in Czechia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,775 contacts → | ||||
Exact match “Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 2 | 1,273 contacts → | ||||
Exact match “Jsme finanční a realitní konzultanti.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 306 contacts → | ||||
Exact match “Jsme zdravá síla ve světě financí a realit.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 4 | 232 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 5 | 57 contacts → | ||||
Exact match “Phoenix Investor Group je dynamicky sa rozvíjajúca skupina zaoberajúca sa sprostredkovaním a poradenstvom v oblasti investícií, financovania a zaistenia rizika.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 54 contacts → | ||||
Exact match “Jsme společnost sdružující certifikované finanční odborníky, kteří pomáhají našim klientům v zásadních životních situacích.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 47 contacts → | ||||
Exact match “Poradenská společnost Stone & belter vznikla v roce 2008.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 8 | 33 contacts → | ||||
Exact match “4Brokers je skupina předních odborníků v oblasti finančního poradenství.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 22 contacts → | ||||
Exact match “Společně světem financí Nabídky zaručeně výhodných půjček a pojištění se na nás valí ze všech stran.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 22 contacts → | ||||
Exact match “Poskytujeme komplexní řešení ve finančním sektoru, která zahrnují zprostředkování investic, ochranu příjmu a majetku, financování a realitní služby.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 11 | 21 contacts → | ||||
Exact match “Jsme společnost sdružující finanční odborníky, zajišťujeme řešení v zásadních životních situacích.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 18 contacts → | ||||
Exact match “Společnost ST Consult- je nezávislá finančněporadenská společnost s dlouholetou tradicí - je tvůrcem značky Altera – celostního poradenství budoucnosti - je první poradenskou…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 13 | 16 contacts → | ||||
Exact match “Nechte své bohatství růst” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 14 contacts → | ||||
Exact match “Usilujeme o nadčasovost a rozdílnost.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 14 contacts → | ||||
Exact match “Společnost AMJ Finance & Sport poskytuje klientům komplexní služby v oblasti finančního poradenství a sportovního managementu.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 16 | 11 contacts → | ||||
Exact match “Každá společnost má svůj příběh a každý příběh někde začíná.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 17 | 9 contacts → | ||||
Exact match “Ve financích se pohybujeme roky.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 8 contacts → | ||||
Exact match “Společnost KZ FINANCE spol.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “Investiční poradenství Úvěry a Hypotéky Pojištění Finanční plánování” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “Finanční služby - Analýza finančních potřeb - Finanční plánování - Hypotéky - Pojištění - Investování a spoření - Úvěry - Ochrana příjmu - Důchodové zabezpečení” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 21 | 7 contacts → | ||||
Exact match “Jsme finančně poradenská společnost s týmem profesionálů a odborníků s dlouholetými zkušenostmi.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “Hledáme to, co už nevidíte.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “Komplexní finanční plánování a investiční poradenství.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “Soukromá poradenská společnost, poskytující služby Wealth management, Wealth planning, ekonomické a investiční poradenství, finanční plánování, dědictví, mezigenerační správa…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “Mortgage lending, insurance, wealth management and financial advisory.” 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 25 of 145 senior financial planning firms based in Czechia
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Senior financial planning firms based in Czechia at a glance
As of Sep 22, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Czechia, so it is reported there. Company counts and contact totals on this page are exact for Czechia, over 145 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 Czechia 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 811 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 Czechia?
RevenueBase identified 145 company matches for senior financial planning firms associated with Czechia 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?
Partners Financial Services, A.S 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?
Prague leads with 29 company records, followed by Brno (15) and Zlin (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 811 professional contacts with verified work emails tracked across these 145 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 145 senior financial planning firms based in Czechia. Start with a free account, no credit card.
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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 25 senior financial planning firms based in Czechia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 145 matching company records for senior financial planning firms based in Czechia, with 4,800 tracked contacts and 811 verified work emails.
This public preview shows 25 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 25 senior financial planning firms based in Czechia
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 |  Partners Financial Services, A.Spartners.czHQ: Praha 4 – Chodov, Czech RepublicReported employees: 1,001-5,000 | Praha 4 – Chodov, Czech Republic | 1,001-5,000 | Exact match | 1,775 contacts → |
“Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Broker Consulting A.Sbcas.czHQ: Czech RepublicReported employees: 1,001-5,000 | Czech Republic | 1,001-5,000 | Exact match | 1,273 contacts → |
“Jsme finanční a realitní konzultanti.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  EDO Financeedogroup.czHQ: Praha 11, Czech RepublicReported employees: 201-500 | Praha 11, Czech Republic | 201-500 | Exact match | 306 contacts → |
“Jsme zdravá síla ve světě financí a realit.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Beplan Finanční Plánování S.R.Obeplan.czHQ: Praha 1, Czech RepublicReported employees: 201-500 | Praha 1, Czech Republic | 201-500 | Exact match | 232 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 5 |  Phoenix Investor SKphoenix-investor.czHQ: Brno, Czech RepublicReported employees: 51-200 | Brno, Czech Republic | 51-200 | Exact match | 57 contacts → |
“Phoenix Investor Group je dynamicky sa rozvíjajúca skupina zaoberajúca sa sprostredkovaním a poradenstvom v oblasti investícií, financovania a zaistenia rizika.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  VÁŠ Konzultant S.R.Ovaskonzultant.czHQ: Brno, Czech RepublicReported employees: 11-50 | Brno, Czech Republic | 11-50 | Exact match | 54 contacts → |
“Jsme společnost sdružující certifikované finanční odborníky, kteří pomáhají našim klientům v zásadních životních situacích.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Stone & Belterstoneandbelter.czHQ: Praha 1, Czech RepublicReported employees: 11-50 | Praha 1, Czech Republic | 11-50 | Exact match | 47 contacts → |
“Poradenská společnost Stone & belter vznikla v roce 2008.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  4brokers4brokers.czHQ: Praha 1, Czech RepublicReported employees: 51-200 | Praha 1, Czech Republic | 51-200 | Exact match | 33 contacts → |
“4Brokers je skupina předních odborníků v oblasti finančního poradenství.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Finovofinovo.czHQ: České Budějvovice, Czech RepublicReported employees: 11-50 | České Budějvovice, Czech Republic | 11-50 | Exact match | 22 contacts → |
“Společně světem financí Nabídky zaručeně výhodných půjček a pojištění se na nás valí ze všech stran.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Royal Vision S.R.Oroyalvision.czHQ: Brno, Czech RepublicReported employees: 11-50 | Brno, Czech Republic | 11-50 | Exact match | 22 contacts → |
“Poskytujeme komplexní řešení ve finančním sektoru, která zahrnují zprostředkování investic, ochranu příjmu a majetku, financování a realitní služby.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Collegascollegas.czHQ: Brno, Czech RepublicReported employees: 11-50 | Brno, Czech Republic | 11-50 | Exact match | 21 contacts → |
“Jsme společnost sdružující finanční odborníky, zajišťujeme řešení v zásadních životních situacích.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  ST Consult, S. R. Ofinancniplanovani.czHQ: Uherské Hradiště, Czech RepublicReported employees: 51-200 | Uherské Hradiště, Czech Republic | 51-200 | Exact match | 18 contacts → |
“Společnost ST Consult- je nezávislá finančněporadenská společnost s dlouholetou tradicí - je tvůrcem značky Altera – celostního poradenství budoucnosti - je první poradenskou…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Multi Family Officemufo.czHQ: Praha 1, Czech RepublicReported employees: 11-50 | Praha 1, Czech Republic | 11-50 | Exact match | 16 contacts → |
“Nechte své bohatství růst” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Consolioconsolio.cz HQ: Ostrava, Czech RepublicReported employees: 11-50 | Ostrava, Czech Republic | 11-50 | Exact match | 14 contacts → |
“Usilujeme o nadčasovost a rozdílnost.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  AMJ Finance & Sportamj.czHQ: Prague 3, Czech RepublicReported employees: 11-50 | Prague 3, Czech Republic | 11-50 | Exact match | 14 contacts → |
“Společnost AMJ Finance & Sport poskytuje klientům komplexní služby v oblasti finančního poradenství a sportovního managementu.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Imperium Financeimperium-finance.comHQ: Praha 5, Czech RepublicReported employees: 11-50 | Praha 5, Czech Republic | 11-50 | Exact match | 11 contacts → |
“Každá společnost má svůj příběh a každý příběh někde začíná.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  M.S.Quatro, S.R.Omsquatro.czHQ: Hustopeče, Czech RepublicReported employees: 51-200 | Hustopeče, Czech Republic | 51-200 | Exact match | 9 contacts → |
“Ve financích se pohybujeme roky.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  KZ Finance, Spol. S R.Okzfinance.czHQ: Kroměříž, Czech RepublicReported employees: 1-10 | Kroměříž, Czech Republic | 1-10 | Exact match | 8 contacts → |
“Společnost KZ FINANCE spol.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Financero, S.R.Ofinancero.czHQ: Brno, Czech RepublicReported employees: 1-10 | Brno, Czech Republic | 1-10 | Exact match | 7 contacts → |
“Investiční poradenství Úvěry a Hypotéky Pojištění Finanční plánování” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Ofis A.Sofisfinance.czHQ: Brno, Czech RepublicReported employees: 11-50 | Brno, Czech Republic | 11-50 | Exact match | 7 contacts → |
“Finanční služby - Analýza finančních potřeb - Finanční plánování - Hypotéky - Pojištění - Investování a spoření - Úvěry - Ochrana příjmu - Důchodové zabezpečení” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Dreams Finance & Realitydreamsfinance.czHQ: Praha 8, Czech RepublicReported employees: 51-200 | Praha 8, Czech Republic | 51-200 | Exact match | 7 contacts → |
“Jsme finančně poradenská společnost s týmem profesionálů a odborníků s dlouholetými zkušenostmi.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Fiduciam Consiliofiduciam.czHQ: Brno, Czech RepublicReported employees: 1-10 | Brno, Czech Republic | 1-10 | Exact match | 6 contacts → |
“Hledáme to, co už nevidíte.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Infinity Protectioninfinityprotection.czHQ: Prague 1, Czech RepublicReported employees: 51-200 | Prague 1, Czech Republic | 51-200 | Exact match | 5 contacts → |
“Komplexní finanční plánování a investiční poradenství.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Finančnícifinancnici.comHQ: Praha 4, Czech RepublicReported employees: 1-10 | Praha 4, Czech Republic | 1-10 | Exact match | 4 contacts → |
“Soukromá poradenská společnost, poskytující služby Wealth management, Wealth planning, ekonomické a investiční poradenství, finanční plánování, dědictví, mezigenerační správa…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Finspiro S.R.Ofinspiro.czHQ: Turnov, Czech RepublicReported employees: 1-10 | Turnov, Czech Republic | 1-10 | Exact match | 4 contacts → |
“Mortgage lending, insurance, wealth management and financial advisory.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 145 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
145 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 Czechia, so it is reported there. Company counts and contact totals on this page are exact for Czechia, over 145 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 Czechia?
The saved snapshot records 145 matching company records, 4,800 tracked contacts and 811 verified emails. The public preview displays 25 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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- Senior financial planning firms based in Curitiba, Brazil
- Senior financial planning firms based in Porto Alegre, Brazil
Cite this list
RevenueBase Data Team. Top 25 senior financial planning firms based in Czechia. Snapshot: September 22, 2026. https://revenuebase.ai/companies/senior-financial-planning-firms/czechia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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Company intelligence · public preview
Top 25 senior financial planning firms based in Czechia
RevenueBase records 145 matching company records for senior financial planning firms based in Czechia, with 4,800 tracked contacts and 811 verified work emails.
This public preview shows 25 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 25 senior financial planning firms based in Czechia
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 | Partners Financial Services, A.Spartners.cz HQ: Praha 4 – Chodov, Czech RepublicReported employees: 1,001-5,000 | Praha 4 – Chodov, Czech Republic | 1,001-5,000 | Exact match | 1,775 contacts → |
“Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Broker Consulting A.Sbcas.cz HQ: Czech RepublicReported employees: 1,001-5,000 | Czech Republic | 1,001-5,000 | Exact match | 1,273 contacts → |
“Jsme finanční a realitní konzultanti.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | EDO Financeedogroup.cz HQ: Praha 11, Czech RepublicReported employees: 201-500 | Praha 11, Czech Republic | 201-500 | Exact match | 306 contacts → |
“Jsme zdravá síla ve světě financí a realit.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Beplan Finanční Plánování S.R.Obeplan.cz HQ: Praha 1, Czech RepublicReported employees: 201-500 | Praha 1, Czech Republic | 201-500 | Exact match | 232 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 5 | Phoenix Investor SKphoenix-investor.cz HQ: Brno, Czech RepublicReported employees: 51-200 | Brno, Czech Republic | 51-200 | Exact match | 57 contacts → |
“Phoenix Investor Group je dynamicky sa rozvíjajúca skupina zaoberajúca sa sprostredkovaním a poradenstvom v oblasti investícií, financovania a zaistenia rizika.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | VÁŠ Konzultant S.R.Ovaskonzultant.cz HQ: Brno, Czech RepublicReported employees: 11-50 | Brno, Czech Republic | 11-50 | Exact match | 54 contacts → |
“Jsme společnost sdružující certifikované finanční odborníky, kteří pomáhají našim klientům v zásadních životních situacích.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Stone & Belterstoneandbelter.cz HQ: Praha 1, Czech RepublicReported employees: 11-50 | Praha 1, Czech Republic | 11-50 | Exact match | 47 contacts → |
“Poradenská společnost Stone & belter vznikla v roce 2008.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | 4brokers4brokers.cz HQ: Praha 1, Czech RepublicReported employees: 51-200 | Praha 1, Czech Republic | 51-200 | Exact match | 33 contacts → |
“4Brokers je skupina předních odborníků v oblasti finančního poradenství.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Finovofinovo.cz HQ: České Budějvovice, Czech RepublicReported employees: 11-50 | České Budějvovice, Czech Republic | 11-50 | Exact match | 22 contacts → |
“Společně světem financí Nabídky zaručeně výhodných půjček a pojištění se na nás valí ze všech stran.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Royal Vision S.R.Oroyalvision.cz HQ: Brno, Czech RepublicReported employees: 11-50 | Brno, Czech Republic | 11-50 | Exact match | 22 contacts → |
“Poskytujeme komplexní řešení ve finančním sektoru, která zahrnují zprostředkování investic, ochranu příjmu a majetku, financování a realitní služby.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Collegascollegas.cz HQ: Brno, Czech RepublicReported employees: 11-50 | Brno, Czech Republic | 11-50 | Exact match | 21 contacts → |
“Jsme společnost sdružující finanční odborníky, zajišťujeme řešení v zásadních životních situacích.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | ST Consult, S. R. Ofinancniplanovani.cz HQ: Uherské Hradiště, Czech RepublicReported employees: 51-200 | Uherské Hradiště, Czech Republic | 51-200 | Exact match | 18 contacts → |
“Společnost ST Consult- je nezávislá finančněporadenská společnost s dlouholetou tradicí - je tvůrcem značky Altera – celostního poradenství budoucnosti - je první poradenskou…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Multi Family Officemufo.cz HQ: Praha 1, Czech RepublicReported employees: 11-50 | Praha 1, Czech Republic | 11-50 | Exact match | 16 contacts → |
“Nechte své bohatství růst” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Consolioconsolio.cz HQ: Ostrava, Czech RepublicReported employees: 11-50 | Ostrava, Czech Republic | 11-50 | Exact match | 14 contacts → |
“Usilujeme o nadčasovost a rozdílnost.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | AMJ Finance & Sportamj.cz HQ: Prague 3, Czech RepublicReported employees: 11-50 | Prague 3, Czech Republic | 11-50 | Exact match | 14 contacts → |
“Společnost AMJ Finance & Sport poskytuje klientům komplexní služby v oblasti finančního poradenství a sportovního managementu.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Imperium Financeimperium-finance.com HQ: Praha 5, Czech RepublicReported employees: 11-50 | Praha 5, Czech Republic | 11-50 | Exact match | 11 contacts → |
“Každá společnost má svůj příběh a každý příběh někde začíná.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | M.S.Quatro, S.R.Omsquatro.cz HQ: Hustopeče, Czech RepublicReported employees: 51-200 | Hustopeče, Czech Republic | 51-200 | Exact match | 9 contacts → |
“Ve financích se pohybujeme roky.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | KZ Finance, Spol. S R.Okzfinance.cz HQ: Kroměříž, Czech RepublicReported employees: 1-10 | Kroměříž, Czech Republic | 1-10 | Exact match | 8 contacts → |
“Společnost KZ FINANCE spol.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Financero, S.R.Ofinancero.cz HQ: Brno, Czech RepublicReported employees: 1-10 | Brno, Czech Republic | 1-10 | Exact match | 7 contacts → |
“Investiční poradenství Úvěry a Hypotéky Pojištění Finanční plánování” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Ofis A.Sofisfinance.cz HQ: Brno, Czech RepublicReported employees: 11-50 | Brno, Czech Republic | 11-50 | Exact match | 7 contacts → |
“Finanční služby - Analýza finančních potřeb - Finanční plánování - Hypotéky - Pojištění - Investování a spoření - Úvěry - Ochrana příjmu - Důchodové zabezpečení” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Dreams Finance & Realitydreamsfinance.cz HQ: Praha 8, Czech RepublicReported employees: 51-200 | Praha 8, Czech Republic | 51-200 | Exact match | 7 contacts → |
“Jsme finančně poradenská společnost s týmem profesionálů a odborníků s dlouholetými zkušenostmi.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Fiduciam Consiliofiduciam.cz HQ: Brno, Czech RepublicReported employees: 1-10 | Brno, Czech Republic | 1-10 | Exact match | 6 contacts → |
“Hledáme to, co už nevidíte.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Infinity Protectioninfinityprotection.cz HQ: Prague 1, Czech RepublicReported employees: 51-200 | Prague 1, Czech Republic | 51-200 | Exact match | 5 contacts → |
“Komplexní finanční plánování a investiční poradenství.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Finančnícifinancnici.com HQ: Praha 4, Czech RepublicReported employees: 1-10 | Praha 4, Czech Republic | 1-10 | Exact match | 4 contacts → |
“Soukromá poradenská společnost, poskytující služby Wealth management, Wealth planning, ekonomické a investiční poradenství, finanční plánování, dědictví, mezigenerační správa…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Finspiro S.R.Ofinspiro.cz HQ: Turnov, Czech RepublicReported employees: 1-10 | Turnov, Czech Republic | 1-10 | Exact match | 4 contacts → |
“Mortgage lending, insurance, wealth management and financial advisory.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 145 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
145 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 Czechia, so it is reported there. Company counts and contact totals on this page are exact for Czechia, over 145 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 Czechia?
The saved snapshot records 145 matching company records, 4,800 tracked contacts and 811 verified emails. The public preview displays 25 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 25 senior financial planning firms based in Czechia. Snapshot: September 22, 2026. https://revenuebase.ai/companies/senior-financial-planning-firms/czechia.
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
- Senior financial planning firms based in Brisbane City, Australia
- 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