Company lists · Data refreshed November 2026
Top 25 Wealth advisors based in Colombia
RevenueBase identified 226 company matches for wealth advisors associated with Colombia as of November 2026 and tracks 4,716 professional contacts across them, including 606 with verified work emails. Bogota is the largest hub.
This list covers company matches for wealth advisors associated with Colombia, 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 November 6, 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 wealth advisors based in Colombia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 241 contacts → | ||||
Exact match “Una Fiduciaria independiente, no bancarizada, que propende exclusivamente por los intereses de sus clientes.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 33 contacts → | ||||
Exact match “Unveiling Opportunities in Colombia for High-Net-Worth Individuals, Families and institutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 24 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 13 contacts → | ||||
Exact match “Especialistas en gestión financiera y patrimonial” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 13 contacts → | ||||
Exact match “Nos dedicamos a prestar servicios integrales de asesoría financiera, legal, tributaria, estratégica y de marketing a empresarios y emprendedores que buscan llevar sus negocios al…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 12 contacts → | ||||
Exact match “Con más de 20 años de experiencia en el sector financiero y asegurador, PLAnnERS ofrece consultoría en planeación financiera y patrimonial a las personas y sus familias.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 12 contacts → | ||||
Exact match “En Luxury Asesores de Seguros🦅, nos especializamos en brindar un acompañamiento personalizado y continuo a cada uno de nuestros clientes, asegurando su tranquilidad y comodidad en…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 11 contacts → | ||||
Exact match “We are not only an organization that provides advisory services in different fields, instead, we apply our knowledge and expertise to help you achieve your financial goals in an…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 11 contacts → | ||||
Exact match “Te apoyamos en tener la libertad financiera que siempre has deseado.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 11 contacts → | ||||
Exact match “EFP Consultores es una empresa que realiza asesoría en finanzas personales, buscando el bienestar financiero de nuestros clientes y sus familias.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 11 contacts → | ||||
Exact match “Somos un equipo de profesionales con el conocimiento, la disposición y la experiencia puesta a su servicio, para que pueda llevar a cabo sus ideas de negocios.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 10 contacts → | ||||
Exact match “ROYAL INVESTMENTS S.A.S es una empresa que brinda servicios de asesoría estratégica y personalizada en inversiones de bienes raíces en Estados unidos, tanto a personas naturales…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 10 contacts → | ||||
Exact match “Asesorías e Inversiones, hoy Valoralta S.A, nace en la ciudad de Bogotá en 1929 bajo la razón social Camacho R.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “Somos aliados de empresarios y emprendedores en el manejo inteligente de sus finanzas.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “Somos tu socio de confianza en el mundo financiero, dedicados a potenciar tus metas económicas y aumentar tu rentabilidad.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “Somos una Banca de inversión y una firma de consultoría con un equipo profesional en temas financieros, tributarios, contables y legales, con gran trayectoria y experiencia en…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “SEGUROS ALIANZA SOLIDARIA | Asesoría en seguros para personas, familias y empresas* En *Seguros Alianza Solidaria* ayudamos a nuestros clientes a tomar mejores decisiones para…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “Based in Bogotá, Colombia, elementoalpha helps in the construction and optimization of investment portfolios.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “En WMI acompañamos a su familia o fundación en 3 áreas específicas- Área Financiera: Acompañamiento imparcial, profundo y a la medida de cada cliente para centralizar y optimizar…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “Empresa de consultoría enfocada en el diseño y estructuración de estrategias de gestión, crecimiento, protección y optimización del patrimonio de sus clientes.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “Queremos ser la primera opción en asesorar a nuestros clientes en soluciones de Inversión y Ahorro, Protección y Financiación de su Patrimonio.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “En BancaValor te ayudamos a entender la pregunta que todos nos hacemos: ¿dónde puedo invertir mejor mi dinero?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “CST Seguros es una firma de asesoría en seguros y gestión de riesgos con enfoque humano y criterio experto, con más de 30 años de experiencia.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “Alpha IB is a boutique investment banking and financial advisory firm that has successfully advised over 50 clients and closed over $400 million in transaction value since…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “We are a financial advisory and brokerage firm that specializes in reaching national and international resources to finance expansion projects, re leverage and debt restructuring…” Recorded in the RevenueBase company graph · Nov 6, 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 “wealth advisors”. 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 226 wealth advisors based in Colombia
See the full list, filter by size, metro and specialty, and access 606 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Wealth advisors based in Colombia at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Colombia, so it is reported there. Company counts and contact totals on this page are exact for Colombia, over 226 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 Colombia whose business descriptions match “wealth advisors” 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 606 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 November 6, 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.
Wealth advisors by metro
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 “wealth advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth advisors are there based in Colombia?
RevenueBase identified 226 company matches for wealth advisors associated with Colombia as of November 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?
Accion Fiduciaria tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most wealth advisors?
Bogota leads with 88 company records, followed by Medellin (26) and Cali (16).
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 606 professional contacts with verified work emails tracked across these 226 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 226 wealth advisors based in Colombia. Start with a free account, no credit card.
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Wealth advisors by geography
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- Wealth advisors based in Australia
- Wealth advisors based in France
- Wealth advisors based in Canada
- Wealth advisors based in Brazil
- Wealth advisors based in Germany
- Wealth advisors based in Switzerland
- Wealth advisors based in the Netherlands
- Wealth advisors based in South Africa
- Wealth advisors based in Mexico
- Wealth advisors based in Spain
Browse the directory
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
Company intelligence · public preview
Top 25 wealth advisors based in Colombia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 226 matching company records for wealth advisors based in Colombia, with 4,716 tracked contacts and 606 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: November 6, 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 wealth advisors based in Colombia
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 |  Accion Fiduciariaaccion.com.coHQ: Bogota, ColombiaReported employees: 201-500 | Bogota, Colombia | 201-500 | Exact match | 241 contacts → |
“Una Fiduciaria independiente, no bancarizada, que propende exclusivamente por los intereses de sus clientes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Gutiérrez Groupgutierrezgroup.com.coHQ: El Poblado, ColombiaReported employees: 11-50 | El Poblado, Colombia | 11-50 | Exact match | 33 contacts → |
“Unveiling Opportunities in Colombia for High-Net-Worth Individuals, Families and institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Casa DE Bolsa S.A. Sociedad Comisionista DE Bolsacasadebolsa.com.co HQ: Bogota, ColombiaReported employees: 11-50 | Bogota, Colombia | 11-50 | Exact match | 24 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 |  Pristine Capital Grouppristinecapital.com.coHQ: Usaquen, ColombiaReported employees: 11-50 | Usaquen, Colombia | 11-50 | Exact match | 13 contacts → |
“Especialistas en gestión financiera y patrimonial” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Ladfi Consulting Latamladfi.comHQ: Bogotá, ColombiaReported employees: 11-50 | Bogotá, Colombia | 11-50 | Exact match | 13 contacts → |
“Nos dedicamos a prestar servicios integrales de asesoría financiera, legal, tributaria, estratégica y de marketing a empresarios y emprendedores que buscan llevar sus negocios al…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Planners S.Aplanners.com.coHQ: Bogotá, ColombiaReported employees: 11-50 | Bogotá, Colombia | 11-50 | Exact match | 12 contacts → |
“Con más de 20 años de experiencia en el sector financiero y asegurador, PLAnnERS ofrece consultoría en planeación financiera y patrimonial a las personas y sus familias.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Luxury Segurosluxuryseguros.comHQ: Cajicá, ColombiaReported employees: 1-10 | Cajicá, Colombia | 1-10 | Exact match | 12 contacts → |
“En Luxury Asesores de Seguros🦅, nos especializamos en brindar un acompañamiento personalizado y continuo a cada uno de nuestros clientes, asegurando su tranquilidad y comodidad en…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Cyal Managementcyalmgmt.comHQ: Zipaquira, ColombiaReported employees: 11-50 | Zipaquira, Colombia | 11-50 | Exact match | 11 contacts → |
“We are not only an organization that provides advisory services in different fields, instead, we apply our knowledge and expertise to help you achieve your financial goals in an…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  AXIAaxia.com.coHQ: Bogota, ColombiaReported employees: 11-50 | Bogota, Colombia | 11-50 | Exact match | 11 contacts → |
“Te apoyamos en tener la libertad financiera que siempre has deseado.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  EFP Consultores SASefpconsultores.comHQ: Bogota, ColombiaReported employees: 11-50 | Bogota, Colombia | 11-50 | Exact match | 11 contacts → |
“EFP Consultores es una empresa que realiza asesoría en finanzas personales, buscando el bienestar financiero de nuestros clientes y sus familias.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  BE Trust SASbetrust.com.coHQ: Bogotá, ColombiaReported employees: 1-10 | Bogotá, Colombia | 1-10 | Exact match | 11 contacts → |
“Somos un equipo de profesionales con el conocimiento, la disposición y la experiencia puesta a su servicio, para que pueda llevar a cabo sus ideas de negocios.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Royal Investments S.A.Sroyalinvestments.com.coHQ: Bogotá, ColombiaReported employees: 11-50 | Bogotá, Colombia | 11-50 | Exact match | 10 contacts → |
“ROYAL INVESTMENTS S.A.S es una empresa que brinda servicios de asesoría estratégica y personalizada en inversiones de bienes raíces en Estados unidos, tanto a personas naturales…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Valoralta S.A. Comisionista DE Bolsavaloralta.com.coHQ: Bogotá, ColombiaReported employees: 11-50 | Bogotá, Colombia | 11-50 | Exact match | 10 contacts → |
“Asesorías e Inversiones, hoy Valoralta S.A, nace en la ciudad de Bogotá en 1929 bajo la razón social Camacho R.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Enssamble Financieroenssamblefinanciero.comHQ: Bogotá, ColombiaReported employees: 11-50 | Bogotá, Colombia | 11-50 | Exact match | 8 contacts → |
“Somos aliados de empresarios y emprendedores en el manejo inteligente de sus finanzas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Grow Financegrowfinance.coHQ: Medellín, ColombiaReported employees: 1-10 | Medellín, Colombia | 1-10 | Exact match | 8 contacts → |
“Somos tu socio de confianza en el mundo financiero, dedicados a potenciar tus metas económicas y aumentar tu rentabilidad.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Grupo Alza SASalzasas.comHQ: Bogota, ColombiaReported employees: 11-50 | Bogota, Colombia | 11-50 | Exact match | 7 contacts → |
“Somos una Banca de inversión y una firma de consultoría con un equipo profesional en temas financieros, tributarios, contables y legales, con gran trayectoria y experiencia en…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Seguros Alianza Solidariaalianzasolidaria.netHQ: Bogota, ColombiaReported employees: 11-50 | Bogota, Colombia | 11-50 | Exact match | 7 contacts → |
“SEGUROS ALIANZA SOLIDARIA | Asesoría en seguros para personas, familias y empresas* En *Seguros Alianza Solidaria* ayudamos a nuestros clientes a tomar mejores decisiones para…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Elementoalphaelementoalpha.comHQ: Bogota D.c., ColombiaReported employees: 1-10 | Bogota D.c., Colombia | 1-10 | Exact match | 6 contacts → |
“Based in Bogotá, Colombia, elementoalpha helps in the construction and optimization of investment portfolios.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  WMIwmi.com.coHQ: Medellín, ColombiaReported employees: 11-50 | Medellín, Colombia | 11-50 | Exact match | 6 contacts → |
“En WMI acompañamos a su familia o fundación en 3 áreas específicas- Área Financiera: Acompañamiento imparcial, profundo y a la medida de cada cliente para centralizar y optimizar…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Grandes Patrimoniosgrandespatrimonios.coHQ: Bogota, ColombiaReported employees: 11-50 | Bogota, Colombia | 11-50 | Exact match | 5 contacts → |
“Empresa de consultoría enfocada en el diseño y estructuración de estrategias de gestión, crecimiento, protección y optimización del patrimonio de sus clientes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Tgestiona Soluciones Financieras S.A.Stgestiona.coHQ: Cúcuta, ColombiaReported employees: 11-50 | Cúcuta, Colombia | 11-50 | Exact match | 5 contacts → |
“Queremos ser la primera opción en asesorar a nuestros clientes en soluciones de Inversión y Ahorro, Protección y Financiación de su Patrimonio.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Bancavalorbancavalor.comHQ: El Poblado, ColombiaReported employees: 11-50 | El Poblado, Colombia | 11-50 | Exact match | 4 contacts → |
“En BancaValor te ayudamos a entender la pregunta que todos nos hacemos: ¿dónde puedo invertir mejor mi dinero?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  CST Seguroscstseguros.com.coHQ: Medellin, ColombiaReported employees: 1-10 | Medellin, Colombia | 1-10 | Exact match | 4 contacts → |
“CST Seguros es una firma de asesoría en seguros y gestión de riesgos con enfoque humano y criterio experto, con más de 30 años de experiencia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Alpha IBalphaib.coHQ: Bogotá, ColombiaReported employees: 1-10 | Bogotá, Colombia | 1-10 | Exact match | 3 contacts → |
“Alpha IB is a boutique investment banking and financial advisory firm that has successfully advised over 50 clients and closed over $400 million in transaction value since…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  BEQ Investmentbeqinvestment.comHQ: Bogotá, ColombiaReported employees: 11-50 | Bogotá, Colombia | 11-50 | Exact match | 3 contacts → |
“We are a financial advisory and brokerage firm that specializes in reaching national and international resources to finance expansion projects, re leverage and debt restructuring…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 226 company matches
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Wealth advisors: dataset insights
November 6, 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
226 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 Colombia, so it is reported there. Company counts and contact totals on this page are exact for Colombia, over 226 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: November 6, 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 ↗
Wealth advisors by metro
Questions about this company list
What does Exact match mean for wealth advisors?
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 wealth advisors did RevenueBase find based in Colombia?
The saved snapshot records 226 matching company records, 4,716 tracked contacts and 606 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: November 6, 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
Wealth advisors by geography
- Wealth advisors based in the United States
- Wealth advisors based in the United Kingdom
- Wealth advisors based in Australia
- Wealth advisors based in France
- Wealth advisors based in Canada
- Wealth advisors based in Brazil
- Wealth advisors based in Germany
- Wealth advisors based in Switzerland
- Wealth advisors based in the Netherlands
- Wealth advisors based in South Africa
- Wealth advisors based in Mexico
- Wealth advisors based in Spain
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 wealth advisors based in Colombia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-advisors/colombia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 wealth advisors based in Colombia
RevenueBase records 226 matching company records for wealth advisors based in Colombia, with 4,716 tracked contacts and 606 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: November 6, 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 wealth advisors based in Colombia
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 | Accion Fiduciariaaccion.com.co HQ: Bogota, ColombiaReported employees: 201-500 | Bogota, Colombia | 201-500 | Exact match | 241 contacts → |
“Una Fiduciaria independiente, no bancarizada, que propende exclusivamente por los intereses de sus clientes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Gutiérrez Groupgutierrezgroup.com.co HQ: El Poblado, ColombiaReported employees: 11-50 | El Poblado, Colombia | 11-50 | Exact match | 33 contacts → |
“Unveiling Opportunities in Colombia for High-Net-Worth Individuals, Families and institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Casa DE Bolsa S.A. Sociedad Comisionista DE Bolsacasadebolsa.com.co HQ: Bogota, ColombiaReported employees: 11-50 | Bogota, Colombia | 11-50 | Exact match | 24 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 | Pristine Capital Grouppristinecapital.com.co HQ: Usaquen, ColombiaReported employees: 11-50 | Usaquen, Colombia | 11-50 | Exact match | 13 contacts → |
“Especialistas en gestión financiera y patrimonial” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Ladfi Consulting Latamladfi.com HQ: Bogotá, ColombiaReported employees: 11-50 | Bogotá, Colombia | 11-50 | Exact match | 13 contacts → |
“Nos dedicamos a prestar servicios integrales de asesoría financiera, legal, tributaria, estratégica y de marketing a empresarios y emprendedores que buscan llevar sus negocios al…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Planners S.Aplanners.com.co HQ: Bogotá, ColombiaReported employees: 11-50 | Bogotá, Colombia | 11-50 | Exact match | 12 contacts → |
“Con más de 20 años de experiencia en el sector financiero y asegurador, PLAnnERS ofrece consultoría en planeación financiera y patrimonial a las personas y sus familias.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Luxury Segurosluxuryseguros.com HQ: Cajicá, ColombiaReported employees: 1-10 | Cajicá, Colombia | 1-10 | Exact match | 12 contacts → |
“En Luxury Asesores de Seguros🦅, nos especializamos en brindar un acompañamiento personalizado y continuo a cada uno de nuestros clientes, asegurando su tranquilidad y comodidad en…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Cyal Managementcyalmgmt.com HQ: Zipaquira, ColombiaReported employees: 11-50 | Zipaquira, Colombia | 11-50 | Exact match | 11 contacts → |
“We are not only an organization that provides advisory services in different fields, instead, we apply our knowledge and expertise to help you achieve your financial goals in an…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | AXIAaxia.com.co HQ: Bogota, ColombiaReported employees: 11-50 | Bogota, Colombia | 11-50 | Exact match | 11 contacts → |
“Te apoyamos en tener la libertad financiera que siempre has deseado.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | EFP Consultores SASefpconsultores.com HQ: Bogota, ColombiaReported employees: 11-50 | Bogota, Colombia | 11-50 | Exact match | 11 contacts → |
“EFP Consultores es una empresa que realiza asesoría en finanzas personales, buscando el bienestar financiero de nuestros clientes y sus familias.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | BE Trust SASbetrust.com.co HQ: Bogotá, ColombiaReported employees: 1-10 | Bogotá, Colombia | 1-10 | Exact match | 11 contacts → |
“Somos un equipo de profesionales con el conocimiento, la disposición y la experiencia puesta a su servicio, para que pueda llevar a cabo sus ideas de negocios.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Royal Investments S.A.Sroyalinvestments.com.co HQ: Bogotá, ColombiaReported employees: 11-50 | Bogotá, Colombia | 11-50 | Exact match | 10 contacts → |
“ROYAL INVESTMENTS S.A.S es una empresa que brinda servicios de asesoría estratégica y personalizada en inversiones de bienes raíces en Estados unidos, tanto a personas naturales…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Valoralta S.A. Comisionista DE Bolsavaloralta.com.co HQ: Bogotá, ColombiaReported employees: 11-50 | Bogotá, Colombia | 11-50 | Exact match | 10 contacts → |
“Asesorías e Inversiones, hoy Valoralta S.A, nace en la ciudad de Bogotá en 1929 bajo la razón social Camacho R.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Enssamble Financieroenssamblefinanciero.com HQ: Bogotá, ColombiaReported employees: 11-50 | Bogotá, Colombia | 11-50 | Exact match | 8 contacts → |
“Somos aliados de empresarios y emprendedores en el manejo inteligente de sus finanzas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Grow Financegrowfinance.co HQ: Medellín, ColombiaReported employees: 1-10 | Medellín, Colombia | 1-10 | Exact match | 8 contacts → |
“Somos tu socio de confianza en el mundo financiero, dedicados a potenciar tus metas económicas y aumentar tu rentabilidad.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Grupo Alza SASalzasas.com HQ: Bogota, ColombiaReported employees: 11-50 | Bogota, Colombia | 11-50 | Exact match | 7 contacts → |
“Somos una Banca de inversión y una firma de consultoría con un equipo profesional en temas financieros, tributarios, contables y legales, con gran trayectoria y experiencia en…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Seguros Alianza Solidariaalianzasolidaria.net HQ: Bogota, ColombiaReported employees: 11-50 | Bogota, Colombia | 11-50 | Exact match | 7 contacts → |
“SEGUROS ALIANZA SOLIDARIA | Asesoría en seguros para personas, familias y empresas* En *Seguros Alianza Solidaria* ayudamos a nuestros clientes a tomar mejores decisiones para…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Elementoalphaelementoalpha.com HQ: Bogota D.c., ColombiaReported employees: 1-10 | Bogota D.c., Colombia | 1-10 | Exact match | 6 contacts → |
“Based in Bogotá, Colombia, elementoalpha helps in the construction and optimization of investment portfolios.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | WMIwmi.com.co HQ: Medellín, ColombiaReported employees: 11-50 | Medellín, Colombia | 11-50 | Exact match | 6 contacts → |
“En WMI acompañamos a su familia o fundación en 3 áreas específicas- Área Financiera: Acompañamiento imparcial, profundo y a la medida de cada cliente para centralizar y optimizar…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Grandes Patrimoniosgrandespatrimonios.co HQ: Bogota, ColombiaReported employees: 11-50 | Bogota, Colombia | 11-50 | Exact match | 5 contacts → |
“Empresa de consultoría enfocada en el diseño y estructuración de estrategias de gestión, crecimiento, protección y optimización del patrimonio de sus clientes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Tgestiona Soluciones Financieras S.A.Stgestiona.co HQ: Cúcuta, ColombiaReported employees: 11-50 | Cúcuta, Colombia | 11-50 | Exact match | 5 contacts → |
“Queremos ser la primera opción en asesorar a nuestros clientes en soluciones de Inversión y Ahorro, Protección y Financiación de su Patrimonio.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Bancavalorbancavalor.com HQ: El Poblado, ColombiaReported employees: 11-50 | El Poblado, Colombia | 11-50 | Exact match | 4 contacts → |
“En BancaValor te ayudamos a entender la pregunta que todos nos hacemos: ¿dónde puedo invertir mejor mi dinero?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | CST Seguroscstseguros.com.co HQ: Medellin, ColombiaReported employees: 1-10 | Medellin, Colombia | 1-10 | Exact match | 4 contacts → |
“CST Seguros es una firma de asesoría en seguros y gestión de riesgos con enfoque humano y criterio experto, con más de 30 años de experiencia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Alpha IBalphaib.co HQ: Bogotá, ColombiaReported employees: 1-10 | Bogotá, Colombia | 1-10 | Exact match | 3 contacts → |
“Alpha IB is a boutique investment banking and financial advisory firm that has successfully advised over 50 clients and closed over $400 million in transaction value since…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | BEQ Investmentbeqinvestment.com HQ: Bogotá, ColombiaReported employees: 11-50 | Bogotá, Colombia | 11-50 | Exact match | 3 contacts → |
“We are a financial advisory and brokerage firm that specializes in reaching national and international resources to finance expansion projects, re leverage and debt restructuring…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 226 company matches
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Wealth advisors: dataset insights
November 6, 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
226 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 Colombia, so it is reported there. Company counts and contact totals on this page are exact for Colombia, over 226 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: November 6, 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 ↗
Wealth advisors by metro
Questions about this company list
What does Exact match mean for wealth advisors?
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 wealth advisors did RevenueBase find based in Colombia?
The saved snapshot records 226 matching company records, 4,716 tracked contacts and 606 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: November 6, 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 wealth advisors based in Colombia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-advisors/colombia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗