Company lists · Data refreshed September 2026
Top 25 Senior financial planning firms based in Spain
RevenueBase identified 175 company matches for senior financial planning firms associated with Spain as of September 2026 and tracks 1,685 professional contacts across them, including 189 with verified work emails. Madrid is the largest hub.
This list covers company matches for senior financial planning firms 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 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 Spain
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 104 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 22, 2026 · View company records in RevenueBase | |||||
| 2 | 77 contacts → | ||||
Exact match “Diaphanum Valores S.V.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 61 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 22, 2026 · View company records in RevenueBase | |||||
| 4 | 52 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 22, 2026 · View company records in RevenueBase | |||||
| 5 | 49 contacts → | ||||
Exact match “Wealth Solutions, asesora a clientes de altos patrimonios tanto particulares como de instituciones (Fundaciones, ONG's, Sociedades de inversión, Single Family Offices, etc.) en…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 46 contacts → | ||||
Exact match “Sabemos lo que para ti tiene valor.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 23 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 22, 2026 · View company records in RevenueBase | |||||
| 8 | 20 contacts → | ||||
Exact match “We provide independent, international and individual financial planning and wealth management advice to clients all over the world.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 19 contacts → | ||||
Exact match “Who we are: SJB Global specialises in providing fee-based financial planning to expats worldwide and work under the largest financial adviser network outside of the UK with USD 2…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 19 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 22, 2026 · View company records in RevenueBase | |||||
| 11 | 14 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 22, 2026 · View company records in RevenueBase | |||||
| 12 | 14 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 22, 2026 · View company records in RevenueBase | |||||
| 13 | 13 contacts → | ||||
Exact match “El grupo RBS Global Consulting nació hace más de 10 años de la mano de profesionales de la Banca Privada y Corporativa con el afán de ofrecer al cliente un servicio de…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 13 contacts → | ||||
Exact match “En Atlas te ayudamos a tomar decisiones financieras con confianza y claridad.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 8 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 22, 2026 · View company records in RevenueBase | |||||
| 16 | 7 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 22, 2026 · View company records in RevenueBase | |||||
| 17 | 7 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 22, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “As part of one of the the world’s largest offshore financial networks, Simplicity Wealth Management provides trusted, independent financial advice to expatriates and international…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “Educación Financiera.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 20 | 5 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 22, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “Amalia Wealth provides financial planning services.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “Baycrest Wealth brings a fresh energy in the field of International Financial Services, Financial Planning and Wealth Management.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “Asesoramiento patrimonial” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 24 | 4 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 22, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “NILSA ASESORES proporcionamos asesoramiento fiscal y financiero integral de confianza, su tranquilidad es nuestro éxito.” 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 175 senior financial planning firms based in Spain
See the full list, filter by size, metro and specialty, and access 189 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Senior financial planning firms based in Spain at a glance
As of Sep 22, 2026Companies by employee count
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 175 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 “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 189 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 Spain?
RevenueBase identified 175 company matches for senior financial planning firms 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?
AXA Exclusiv 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?
Madrid leads with 57 company records, followed by Barcelona (28) and Malaga (7).
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 189 professional contacts with verified work emails tracked across these 175 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 175 senior financial planning firms based in Spain. Start with a free account, no credit card.
Download this list →Related lists
Senior financial planning firms by geography
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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
- Senior financial planning firms based in Subiaco, Australia
- Senior financial planning firms based in Sydney, Australia
- Senior financial planning firms based in Belo Horizonte, Brazil
- Senior financial planning firms based in Curitiba, Brazil
- Senior financial planning firms based in Porto Alegre, Brazil
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.
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
Company intelligence · public preview
Top 25 senior financial planning firms based in Spain
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 175 matching company records for senior financial planning firms based in Spain, with 1,685 tracked contacts and 189 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 Spain
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 |  AXA Exclusivaxa.esHQ: Madrid, SpainReported employees: 1,001-5,000 | Madrid, Spain | 1,001-5,000 | Exact match | 104 contacts → |
“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 description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Diaphanumdiaphanum.esHQ: Madrid, SpainReported employees: 51-200 | Madrid, Spain | 51-200 | Exact match | 77 contacts → |
“Diaphanum Valores S.V.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Madrid, SpainReported employees: 51-200 | Madrid, Spain | 51-200 | Exact match | 61 contacts → |
“Tomamos partido por ti" Nos dedicamos a la asesoría independiente y personalizada en inversiones, colaborando con entidades financieras de primer nivel.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Inversimplyinversimply.comHQ: Madrid, SpainReported employees: 51-200 | Madrid, Spain | 51-200 | Exact match | 52 contacts → |
“Inversimply es la empresa líder en planificación financiera en España, ofreciendo un asesoramiento 360º en todos los aspectos financieros.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Wealth Solutionswealthsolutions.comHQ: Madrid, SpainReported employees: 51-200 | Madrid, Spain | 51-200 | Exact match | 49 contacts → |
“Wealth Solutions, asesora a clientes de altos patrimonios tanto particulares como de instituciones (Fundaciones, ONG's, Sociedades de inversión, Single Family Offices, etc.) en…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Caser Asesores Financieroscaserasesoresfinancieros.esHQ: Madrid, SpainReported employees: 1,001-5,000 | Madrid, Spain | 1,001-5,000 | Exact match | 46 contacts → |
“Sabemos lo que para ti tiene valor.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Welcome AMwelcome-am.comHQ: Madrid, SpainReported employees: 11-50 | Madrid, Spain | 11-50 | Exact match | 23 contacts → |
“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 description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  United Advisersunitedadvisersgroup.comHQ: Madrid, SpainReported employees: 11-50 | Madrid, Spain | 11-50 | Exact match | 20 contacts → |
“We provide independent, international and individual financial planning and wealth management advice to clients all over the world.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  SJB Globalsjb-global.comHQ: Marbella, SpainReported employees: 11-50 | Marbella, Spain | 11-50 | Exact match | 19 contacts → |
“Who we are: SJB Global specialises in providing fee-based financial planning to expats worldwide and work under the largest financial adviser network outside of the UK with USD 2…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Talenta Gestion Sgiic SAtalentagestion.esHQ: Barcelona, SpainReported employees: 11-50 | Barcelona, Spain | 11-50 | Exact match | 19 contacts → |
“En Talenta SGIIC nos especializamos en la gestión patrimonial independiente, ofreciendo soluciones personalizadas que se adaptan a las necesidades específicas de cada cliente.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Orienta Capital Sgiicorientacapital.com HQ: SpainReported employees: 11-50 | Spain | 11-50 | Exact match | 14 contacts → |
“Servicios de Asesoramiento patrimonial y financiero a personas físicas tendentes a obtener una rentabilidad de su patrimonio acordes a sus requerimientos.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  SLMslm-afi.esHQ: Barcelona, SpainReported employees: 11-50 | Barcelona, Spain | 11-50 | Exact match | 14 contacts → |
“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 description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Rhombusrhombusgc.comHQ: Barcelona, SpainReported employees: 11-50 | Barcelona, Spain | 11-50 | Exact match | 13 contacts → |
“El grupo RBS Global Consulting nació hace más de 10 años de la mano de profesionales de la Banca Privada y Corporativa con el afán de ofrecer al cliente un servicio de…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Atlas Finanzasatlasfinanzas.com HQ: Madrid, SpainReported employees: 1-10 | Madrid, Spain | 1-10 | Exact match | 13 contacts → |
“En Atlas te ayudamos a tomar decisiones financieras con confianza y claridad.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  EAF Consilioconsilio.esHQ: Madrid, SpainReported employees: 1-10 | Madrid, Spain | 1-10 | Exact match | 8 contacts → |
“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 description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Invexcelinvexcel.comHQ: Madrid, SpainReported employees: 1-10 | Madrid, Spain | 1-10 | Exact match | 7 contacts → |
“In Invexcel Patrimonio we advise families and institutions requiring savvy, bespoke and unbiased financial advice, with an entrepreneurial vision of wealth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Jubilamejubilame.com HQ: Madrid, SpainReported employees: 1-10 | Madrid, Spain | 1-10 | Exact match | 7 contacts → |
“En Jubilame creemos que una buena planificación puede garantizar tu nivel de vida, hoy y en el futuro.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Simplicity Wealth Managementsimplicity-wealth.com HQ: Marbella, SpainReported employees: 11-50 | Marbella, Spain | 11-50 | Exact match | 6 contacts → |
“As part of one of the the world’s largest offshore financial networks, Simplicity Wealth Management provides trusted, independent financial advice to expatriates and international…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Planificacion Financieraplanificacionfinanciera.es HQ: Pontevedra, SpainReported employees: 1-10 | Pontevedra, Spain | 1-10 | Exact match | 6 contacts → |
“Educación Financiera.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Value Capital Asset Management S.Lagmultiactivos.comHQ: Barcelona, SpainReported employees: 1-10 | Barcelona, Spain | 1-10 | Exact match | 5 contacts → |
“Hemos podido observar en los últimos 20 años la proliferación de compañías de cualquier tamaño en el sector financiero.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Amalia Wealthamaliawealth.comHQ: Valdemanco, SpainReported employees: 1-10 | Valdemanco, Spain | 1-10 | Exact match | 5 contacts → |
“Amalia Wealth provides financial planning services.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Baycrest Wealthbaycrestwealth.comHQ: Marbella, SpainReported employees: 1-10 | Marbella, Spain | 1-10 | Exact match | 4 contacts → |
“Baycrest Wealth brings a fresh energy in the field of International Financial Services, Financial Planning and Wealth Management.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  As7capitalas7capital.comHQ: Barcelona, SpainReported employees: 1-10 | Barcelona, Spain | 1-10 | Exact match | 4 contacts → |
“Asesoramiento patrimonial” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Martingale Solutionsmartingalesolutions.com HQ: Bilbao-bilbo, SpainReported employees: 1-10 | Bilbao-bilbo, Spain | 1-10 | Exact match | 4 contacts → |
“Brindamos a un grupo selecto de clientes asesoramiento y gestión personalizada y un servicio superior.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Nilsa Asesoresasesoresnilsa.es HQ: Villanueva De La Cañada, SpainReported employees: 1-10 | Villanueva De La Cañada, Spain | 1-10 | Exact match | 4 contacts → |
“NILSA ASESORES proporcionamos asesoramiento fiscal y financiero integral de confianza, su tranquilidad es nuestro éxito.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 175 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
175 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 Spain, so it is reported there. Company counts and contact totals on this page are exact for Spain, over 175 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 Spain?
The saved snapshot records 175 matching company records, 1,685 tracked contacts and 189 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.
Related lists
Senior financial planning firms by geography
- 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
- Senior financial planning firms based in Perth, Australia
- Senior financial planning firms based in Subiaco, Australia
- Senior financial planning firms based in Sydney, Australia
- Senior financial planning firms based in Belo Horizonte, Brazil
- 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 Spain. Snapshot: September 22, 2026. https://revenuebase.ai/companies/senior-financial-planning-firms/spain.
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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- 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
Company intelligence · public preview
Top 25 senior financial planning firms based in Spain
RevenueBase records 175 matching company records for senior financial planning firms based in Spain, with 1,685 tracked contacts and 189 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 Spain
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 | AXA Exclusivaxa.es HQ: Madrid, SpainReported employees: 1,001-5,000 | Madrid, Spain | 1,001-5,000 | Exact match | 104 contacts → |
“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 description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Diaphanumdiaphanum.es HQ: Madrid, SpainReported employees: 51-200 | Madrid, Spain | 51-200 | Exact match | 77 contacts → |
“Diaphanum Valores S.V.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Madrid, SpainReported employees: 51-200 | Madrid, Spain | 51-200 | Exact match | 61 contacts → |
“Tomamos partido por ti" Nos dedicamos a la asesoría independiente y personalizada en inversiones, colaborando con entidades financieras de primer nivel.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Inversimplyinversimply.com HQ: Madrid, SpainReported employees: 51-200 | Madrid, Spain | 51-200 | Exact match | 52 contacts → |
“Inversimply es la empresa líder en planificación financiera en España, ofreciendo un asesoramiento 360º en todos los aspectos financieros.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Wealth Solutionswealthsolutions.com HQ: Madrid, SpainReported employees: 51-200 | Madrid, Spain | 51-200 | Exact match | 49 contacts → |
“Wealth Solutions, asesora a clientes de altos patrimonios tanto particulares como de instituciones (Fundaciones, ONG's, Sociedades de inversión, Single Family Offices, etc.) en…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Caser Asesores Financieroscaserasesoresfinancieros.es HQ: Madrid, SpainReported employees: 1,001-5,000 | Madrid, Spain | 1,001-5,000 | Exact match | 46 contacts → |
“Sabemos lo que para ti tiene valor.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Welcome AMwelcome-am.com HQ: Madrid, SpainReported employees: 11-50 | Madrid, Spain | 11-50 | Exact match | 23 contacts → |
“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 description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | United Advisersunitedadvisersgroup.com HQ: Madrid, SpainReported employees: 11-50 | Madrid, Spain | 11-50 | Exact match | 20 contacts → |
“We provide independent, international and individual financial planning and wealth management advice to clients all over the world.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | SJB Globalsjb-global.com HQ: Marbella, SpainReported employees: 11-50 | Marbella, Spain | 11-50 | Exact match | 19 contacts → |
“Who we are: SJB Global specialises in providing fee-based financial planning to expats worldwide and work under the largest financial adviser network outside of the UK with USD 2…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Talenta Gestion Sgiic SAtalentagestion.es HQ: Barcelona, SpainReported employees: 11-50 | Barcelona, Spain | 11-50 | Exact match | 19 contacts → |
“En Talenta SGIIC nos especializamos en la gestión patrimonial independiente, ofreciendo soluciones personalizadas que se adaptan a las necesidades específicas de cada cliente.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Orienta Capital Sgiicorientacapital.com HQ: SpainReported employees: 11-50 | Spain | 11-50 | Exact match | 14 contacts → |
“Servicios de Asesoramiento patrimonial y financiero a personas físicas tendentes a obtener una rentabilidad de su patrimonio acordes a sus requerimientos.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | SLMslm-afi.es HQ: Barcelona, SpainReported employees: 11-50 | Barcelona, Spain | 11-50 | Exact match | 14 contacts → |
“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 description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Rhombusrhombusgc.com HQ: Barcelona, SpainReported employees: 11-50 | Barcelona, Spain | 11-50 | Exact match | 13 contacts → |
“El grupo RBS Global Consulting nació hace más de 10 años de la mano de profesionales de la Banca Privada y Corporativa con el afán de ofrecer al cliente un servicio de…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Atlas Finanzasatlasfinanzas.com HQ: Madrid, SpainReported employees: 1-10 | Madrid, Spain | 1-10 | Exact match | 13 contacts → |
“En Atlas te ayudamos a tomar decisiones financieras con confianza y claridad.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | EAF Consilioconsilio.es HQ: Madrid, SpainReported employees: 1-10 | Madrid, Spain | 1-10 | Exact match | 8 contacts → |
“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 description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Invexcelinvexcel.com HQ: Madrid, SpainReported employees: 1-10 | Madrid, Spain | 1-10 | Exact match | 7 contacts → |
“In Invexcel Patrimonio we advise families and institutions requiring savvy, bespoke and unbiased financial advice, with an entrepreneurial vision of wealth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Jubilamejubilame.com HQ: Madrid, SpainReported employees: 1-10 | Madrid, Spain | 1-10 | Exact match | 7 contacts → |
“En Jubilame creemos que una buena planificación puede garantizar tu nivel de vida, hoy y en el futuro.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Simplicity Wealth Managementsimplicity-wealth.com HQ: Marbella, SpainReported employees: 11-50 | Marbella, Spain | 11-50 | Exact match | 6 contacts → |
“As part of one of the the world’s largest offshore financial networks, Simplicity Wealth Management provides trusted, independent financial advice to expatriates and international…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Planificacion Financieraplanificacionfinanciera.es HQ: Pontevedra, SpainReported employees: 1-10 | Pontevedra, Spain | 1-10 | Exact match | 6 contacts → |
“Educación Financiera.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Value Capital Asset Management S.Lagmultiactivos.com HQ: Barcelona, SpainReported employees: 1-10 | Barcelona, Spain | 1-10 | Exact match | 5 contacts → |
“Hemos podido observar en los últimos 20 años la proliferación de compañías de cualquier tamaño en el sector financiero.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Amalia Wealthamaliawealth.com HQ: Valdemanco, SpainReported employees: 1-10 | Valdemanco, Spain | 1-10 | Exact match | 5 contacts → |
“Amalia Wealth provides financial planning services.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Baycrest Wealthbaycrestwealth.com HQ: Marbella, SpainReported employees: 1-10 | Marbella, Spain | 1-10 | Exact match | 4 contacts → |
“Baycrest Wealth brings a fresh energy in the field of International Financial Services, Financial Planning and Wealth Management.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | As7capitalas7capital.com HQ: Barcelona, SpainReported employees: 1-10 | Barcelona, Spain | 1-10 | Exact match | 4 contacts → |
“Asesoramiento patrimonial” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Martingale Solutionsmartingalesolutions.com HQ: Bilbao-bilbo, SpainReported employees: 1-10 | Bilbao-bilbo, Spain | 1-10 | Exact match | 4 contacts → |
“Brindamos a un grupo selecto de clientes asesoramiento y gestión personalizada y un servicio superior.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Nilsa Asesoresasesoresnilsa.es HQ: Villanueva De La Cañada, SpainReported employees: 1-10 | Villanueva De La Cañada, Spain | 1-10 | Exact match | 4 contacts → |
“NILSA ASESORES proporcionamos asesoramiento fiscal y financiero integral de confianza, su tranquilidad es nuestro éxito.” 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
175 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 Spain, so it is reported there. Company counts and contact totals on this page are exact for Spain, over 175 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 Spain?
The saved snapshot records 175 matching company records, 1,685 tracked contacts and 189 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 Spain. Snapshot: September 22, 2026. https://revenuebase.ai/companies/senior-financial-planning-firms/spain.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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