Company lists · Data refreshed November 2026
Top 22 Wealth advisors based in Peru
RevenueBase identified 103 company matches for wealth advisors associated with Peru as of November 2026 and tracks 700 professional contacts across them, including 92 with verified work emails. Lima is the largest hub.
This list covers company matches for wealth advisors associated with Peru, 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 22 largest wealth advisors based in Peru
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 55 contacts → | ||||
Exact match “Información sobre nuestro respaldo Prudential: empresa estadounidense, reconocida como una compañía American Fortune Global 500 y Fortune 500.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 29 contacts → | ||||
Exact match “Independent Wealth Advisors and Institutional Fund Distributors For the last 18 years our wealth advisory business offer the best personalized solutions in tax, fiduciary and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 28 contacts → | ||||
Exact match “CAPIA is an independent investment banking advisory firm based in Lima with focus on the Andean Region.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 27 contacts → | ||||
Exact match “Somos Carrillo Royalty, especialistas en asesorías sobre inversiones con más de 20 años de experiencia en el rubro.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 22 contacts → | ||||
Exact match “Misti Capital es una firma independiente especializada en servicios de asesoría financiera, liderada por socios de reconocida trayectoria y amplia experiencia en el mercado.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 16 contacts → | ||||
Exact match “Economic & Financial Advisory, we increase your company's value.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 15 contacts → | ||||
Exact match “Prime es una gestora de fondos especializada en inversiones privadas y soluciones financieras estructuradas, con más de 7 años de experiencia desarrollando oportunidades…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 13 contacts → | ||||
Exact match “Newroad te ofrece una propuesta más flexible que la banca tradicional sin ser un banco.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 8 contacts → | ||||
Exact match “Proximus Advisors is a leading Multi-Family Office with regional expertise, formed by a select team of professionals with a proven track record and many years of experience in…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match “Virtua Asesores es una consultora financiera fundada en el 2013, que se dedica a la consultoría financiera, estructuración de financiamientos, valorización de empresas y fusiones…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 6 contacts → | ||||
Exact match “Macro Wealth Management es la empresa de asesoría en gestión patrimonial del Grupo Macro.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 6 contacts → | ||||
Exact match “Lu & Asociados provee consultoría en finanzas corporativas y servicios de banca de inversión para medianas empresas.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “SUMMA started operations in 1993, under the name of Interinvest, providing investment banking services as part of the Interbank Group.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “Una consultoría integral con enfoque principal en planificación financiera empresarial y familiar (asesoría patrimonial e inversiones), además de otros servicios de asesoría…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “Somos un equipo de profesionales apasionados y comprometidos en ayudar a empresarios e inversionistas a alcanzar y superar sus metas financieras con más de 8 años de experiencia.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “Nos dedicamos a la asesoría en inversiones y finanzas corporativas tanto a personas naturales como a personas jurídicas.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “At InBest, we are passionate about redefining the world of financial services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “El Dorado Investments es una compañía de asesoría especializada en la estructuración y colocación de productos de inversión, y en el diseño y gestión de portafolios de inversión.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Somos una empresa especializada en asesoría financiera a personas y empresas, en el campo de las finanzas personales.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Life & Wealth International Dedicación en exclusiva a la asesoría Financiera y de Inversiones.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “Somos una compañía especializada en soluciones de construcción patrimonial, así como Wealth Management para clientes afluentes en América Latina.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “En InversioNEXT ponemos a tu disposición nuestra experiencia en los Mercados Financieros, de Capitales y de Deuda Latinoamericanos, para ayudarte a llegar al siguiente nivel de…” 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 22 of 103 wealth advisors based in Peru
See the full list, filter by size, metro and specialty, and access 92 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Wealth advisors based in Peru at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Peru, so it is reported there. Company counts and contact totals on this page are exact for Peru, over 103 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 Peru 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 92 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 Peru?
RevenueBase identified 103 company matches for wealth advisors associated with Peru 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?
Prudential SAF tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most wealth advisors?
Lima leads with 47 company records, followed by San Isidro (20) and Miraflores (14).
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 92 professional contacts with verified work emails tracked across these 103 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.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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Company intelligence · public preview
Top 22 wealth advisors based in Peru
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 103 matching company records for wealth advisors based in Peru, with 700 tracked contacts and 92 verified work emails.
This public preview shows 22 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 22 wealth advisors based in Peru
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 |  Prudential SAFprudentialsaf.com.peHQ: Lima, PeruReported employees: 51-200 | Lima, Peru | 51-200 | Exact match | 55 contacts → |
“Información sobre nuestro respaldo Prudential: empresa estadounidense, reconocida como una compañía American Fortune Global 500 y Fortune 500.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Creuza Advisorscreuzadvisors.comHQ: Lima, PeruReported employees: 11-50 | Lima, Peru | 11-50 | Exact match | 29 contacts → |
“Independent Wealth Advisors and Institutional Fund Distributors For the last 18 years our wealth advisory business offer the best personalized solutions in tax, fiduciary and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  CAPIAcapia.peHQ: Lima, PeruReported employees: 11-50 | Lima, Peru | 11-50 | Exact match | 28 contacts → |
“CAPIA is an independent investment banking advisory firm based in Lima with focus on the Andean Region.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Carrillo Royaltycarrilloroyalty.comHQ: San Isidro, PeruReported employees: 11-50 | San Isidro, Peru | 11-50 | Exact match | 27 contacts → |
“Somos Carrillo Royalty, especialistas en asesorías sobre inversiones con más de 20 años de experiencia en el rubro.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Misti Capitalmisticapital.comHQ: Lima, PeruReported employees: 11-50 | Lima, Peru | 11-50 | Exact match | 22 contacts → |
“Misti Capital es una firma independiente especializada en servicios de asesoría financiera, liderada por socios de reconocida trayectoria y amplia experiencia en el mercado.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Thorne & Associatesthorne-associates.comHQ: Miraflores, PeruReported employees: 1-10 | Miraflores, Peru | 1-10 | Exact match | 16 contacts → |
“Economic & Financial Advisory, we increase your company's value.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Prime Gestora DE Fondosprimegestoradefondos.comHQ: San Isidro, PeruReported employees: 11-50 | San Isidro, Peru | 11-50 | Exact match | 15 contacts → |
“Prime es una gestora de fondos especializada en inversiones privadas y soluciones financieras estructuradas, con más de 7 años de experiencia desarrollando oportunidades…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Newroad GInewroadgi.comHQ: PeruReported employees: 11-50 | Peru | 11-50 | Exact match | 13 contacts → |
“Newroad te ofrece una propuesta más flexible que la banca tradicional sin ser un banco.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Proximus Advisorsproximusadvisors.comHQ: Miraflores, PeruReported employees: 1-10 | Miraflores, Peru | 1-10 | Exact match | 8 contacts → |
“Proximus Advisors is a leading Multi-Family Office with regional expertise, formed by a select team of professionals with a proven track record and many years of experience in…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Virtua Asesoresvirtuasesores.comHQ: Lima, PeruReported employees: 1-10 | Lima, Peru | 1-10 | Exact match | 6 contacts → |
“Virtua Asesores es una consultora financiera fundada en el 2013, que se dedica a la consultoría financiera, estructuración de financiamientos, valorización de empresas y fusiones…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Macro Wealth Managementgrupomacro.peHQ: Lima, PeruReported employees: 51-200 | Lima, Peru | 51-200 | Exact match | 6 contacts → |
“Macro Wealth Management es la empresa de asesoría en gestión patrimonial del Grupo Macro.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  LU & Asociadosluasociados.comHQ: Lima, PeruReported employees: 1-10 | Lima, Peru | 1-10 | Exact match | 6 contacts → |
“Lu & Asociados provee consultoría en finanzas corporativas y servicios de banca de inversión para medianas empresas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Summa Asesores Financierossumma.com.peHQ: Miraflores, PeruReported employees: 11-50 | Miraflores, Peru | 11-50 | Exact match | 5 contacts → |
“SUMMA started operations in 1993, under the name of Interinvest, providing investment banking services as part of the Interbank Group.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | S4 Consultorías4consultoria.pe HQ: Lima, PeruReported employees: 1-10 | Lima, Peru | 1-10 | Exact match | 5 contacts → |
“Una consultoría integral con enfoque principal en planificación financiera empresarial y familiar (asesoría patrimonial e inversiones), además de otros servicios de asesoría…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Berquet & COberquetandco.comHQ: Lima, PeruReported employees: 1-10 | Lima, Peru | 1-10 | Exact match | 4 contacts → |
“Somos un equipo de profesionales apasionados y comprometidos en ayudar a empresarios e inversionistas a alcanzar y superar sus metas financieras con más de 8 años de experiencia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  YEP Advisorsyepadvisors.comHQ: Lima, PeruReported employees: 1-10 | Lima, Peru | 1-10 | Exact match | 3 contacts → |
“Nos dedicamos a la asesoría en inversiones y finanzas corporativas tanto a personas naturales como a personas jurídicas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Inbest Venturesinbestventures.comHQ: Lima, PeruReported employees: 1-10 | Lima, Peru | 1-10 | Exact match | 2 contacts → |
“At InBest, we are passionate about redefining the world of financial services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  EL Dorado Investmentseldorado-investments.comHQ: Lima, PeruReported employees: 1-10 | Lima, Peru | 1-10 | Exact match | 2 contacts → |
“El Dorado Investments es una compañía de asesoría especializada en la estructuración y colocación de productos de inversión, y en el diseño y gestión de portafolios de inversión.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Tgc&w Consultores Asociadostgcw.peHQ: Santiago De Surco, PeruReported employees: 1-10 | Santiago De Surco, Peru | 1-10 | Exact match | 2 contacts → |
“Somos una empresa especializada en asesoría financiera a personas y empresas, en el campo de las finanzas personales.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Life & Wealth Internationallifeandwealthintl.comHQ: Miraflores, PeruReported employees: 11-50 | Miraflores, Peru | 11-50 | Exact match | 1 contacts → |
“Life & Wealth International Dedicación en exclusiva a la asesoría Financiera y de Inversiones.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Nazcapnazcap.com.peHQ: Lima, PeruReported employees: 11-50 | Lima, Peru | 11-50 | Exact match | 1 contacts → |
“Somos una compañía especializada en soluciones de construcción patrimonial, así como Wealth Management para clientes afluentes en América Latina.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Inversionextinversionext.comHQ: Lima, PeruReported employees: 1-10 | Lima, Peru | 1-10 | Exact match | 1 contacts → |
“En InversioNEXT ponemos a tu disposición nuestra experiencia en los Mercados Financieros, de Capitales y de Deuda Latinoamericanos, para ayudarte a llegar al siguiente nivel de…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 22 of 103 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
102 records in the displayed employee bands.
1 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 Peru, so it is reported there. Company counts and contact totals on this page are exact for Peru, over 103 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 Peru?
The saved snapshot records 103 matching company records, 700 tracked contacts and 92 verified emails. The public preview displays 22 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
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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
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Browse the directory
Cite this list
RevenueBase Data Team. Top 22 wealth advisors based in Peru. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-advisors/peru.
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 22 wealth advisors based in Peru
RevenueBase records 103 matching company records for wealth advisors based in Peru, with 700 tracked contacts and 92 verified work emails.
This public preview shows 22 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 22 wealth advisors based in Peru
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 | Prudential SAFprudentialsaf.com.pe HQ: Lima, PeruReported employees: 51-200 | Lima, Peru | 51-200 | Exact match | 55 contacts → |
“Información sobre nuestro respaldo Prudential: empresa estadounidense, reconocida como una compañía American Fortune Global 500 y Fortune 500.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Creuza Advisorscreuzadvisors.com HQ: Lima, PeruReported employees: 11-50 | Lima, Peru | 11-50 | Exact match | 29 contacts → |
“Independent Wealth Advisors and Institutional Fund Distributors For the last 18 years our wealth advisory business offer the best personalized solutions in tax, fiduciary and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | CAPIAcapia.pe HQ: Lima, PeruReported employees: 11-50 | Lima, Peru | 11-50 | Exact match | 28 contacts → |
“CAPIA is an independent investment banking advisory firm based in Lima with focus on the Andean Region.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Carrillo Royaltycarrilloroyalty.com HQ: San Isidro, PeruReported employees: 11-50 | San Isidro, Peru | 11-50 | Exact match | 27 contacts → |
“Somos Carrillo Royalty, especialistas en asesorías sobre inversiones con más de 20 años de experiencia en el rubro.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Misti Capitalmisticapital.com HQ: Lima, PeruReported employees: 11-50 | Lima, Peru | 11-50 | Exact match | 22 contacts → |
“Misti Capital es una firma independiente especializada en servicios de asesoría financiera, liderada por socios de reconocida trayectoria y amplia experiencia en el mercado.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Thorne & Associatesthorne-associates.com HQ: Miraflores, PeruReported employees: 1-10 | Miraflores, Peru | 1-10 | Exact match | 16 contacts → |
“Economic & Financial Advisory, we increase your company's value.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Prime Gestora DE Fondosprimegestoradefondos.com HQ: San Isidro, PeruReported employees: 11-50 | San Isidro, Peru | 11-50 | Exact match | 15 contacts → |
“Prime es una gestora de fondos especializada en inversiones privadas y soluciones financieras estructuradas, con más de 7 años de experiencia desarrollando oportunidades…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Newroad GInewroadgi.com HQ: PeruReported employees: 11-50 | Peru | 11-50 | Exact match | 13 contacts → |
“Newroad te ofrece una propuesta más flexible que la banca tradicional sin ser un banco.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Proximus Advisorsproximusadvisors.com HQ: Miraflores, PeruReported employees: 1-10 | Miraflores, Peru | 1-10 | Exact match | 8 contacts → |
“Proximus Advisors is a leading Multi-Family Office with regional expertise, formed by a select team of professionals with a proven track record and many years of experience in…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Virtua Asesoresvirtuasesores.com HQ: Lima, PeruReported employees: 1-10 | Lima, Peru | 1-10 | Exact match | 6 contacts → |
“Virtua Asesores es una consultora financiera fundada en el 2013, que se dedica a la consultoría financiera, estructuración de financiamientos, valorización de empresas y fusiones…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Macro Wealth Managementgrupomacro.pe HQ: Lima, PeruReported employees: 51-200 | Lima, Peru | 51-200 | Exact match | 6 contacts → |
“Macro Wealth Management es la empresa de asesoría en gestión patrimonial del Grupo Macro.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | LU & Asociadosluasociados.com HQ: Lima, PeruReported employees: 1-10 | Lima, Peru | 1-10 | Exact match | 6 contacts → |
“Lu & Asociados provee consultoría en finanzas corporativas y servicios de banca de inversión para medianas empresas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Summa Asesores Financierossumma.com.pe HQ: Miraflores, PeruReported employees: 11-50 | Miraflores, Peru | 11-50 | Exact match | 5 contacts → |
“SUMMA started operations in 1993, under the name of Interinvest, providing investment banking services as part of the Interbank Group.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | S4 Consultorías4consultoria.pe HQ: Lima, PeruReported employees: 1-10 | Lima, Peru | 1-10 | Exact match | 5 contacts → |
“Una consultoría integral con enfoque principal en planificación financiera empresarial y familiar (asesoría patrimonial e inversiones), además de otros servicios de asesoría…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Berquet & COberquetandco.com HQ: Lima, PeruReported employees: 1-10 | Lima, Peru | 1-10 | Exact match | 4 contacts → |
“Somos un equipo de profesionales apasionados y comprometidos en ayudar a empresarios e inversionistas a alcanzar y superar sus metas financieras con más de 8 años de experiencia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | YEP Advisorsyepadvisors.com HQ: Lima, PeruReported employees: 1-10 | Lima, Peru | 1-10 | Exact match | 3 contacts → |
“Nos dedicamos a la asesoría en inversiones y finanzas corporativas tanto a personas naturales como a personas jurídicas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Inbest Venturesinbestventures.com HQ: Lima, PeruReported employees: 1-10 | Lima, Peru | 1-10 | Exact match | 2 contacts → |
“At InBest, we are passionate about redefining the world of financial services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | EL Dorado Investmentseldorado-investments.com HQ: Lima, PeruReported employees: 1-10 | Lima, Peru | 1-10 | Exact match | 2 contacts → |
“El Dorado Investments es una compañía de asesoría especializada en la estructuración y colocación de productos de inversión, y en el diseño y gestión de portafolios de inversión.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Tgc&w Consultores Asociadostgcw.pe HQ: Santiago De Surco, PeruReported employees: 1-10 | Santiago De Surco, Peru | 1-10 | Exact match | 2 contacts → |
“Somos una empresa especializada en asesoría financiera a personas y empresas, en el campo de las finanzas personales.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Life & Wealth Internationallifeandwealthintl.com HQ: Miraflores, PeruReported employees: 11-50 | Miraflores, Peru | 11-50 | Exact match | 1 contacts → |
“Life & Wealth International Dedicación en exclusiva a la asesoría Financiera y de Inversiones.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Nazcapnazcap.com.pe HQ: Lima, PeruReported employees: 11-50 | Lima, Peru | 11-50 | Exact match | 1 contacts → |
“Somos una compañía especializada en soluciones de construcción patrimonial, así como Wealth Management para clientes afluentes en América Latina.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Inversionextinversionext.com HQ: Lima, PeruReported employees: 1-10 | Lima, Peru | 1-10 | Exact match | 1 contacts → |
“En InversioNEXT ponemos a tu disposición nuestra experiencia en los Mercados Financieros, de Capitales y de Deuda Latinoamericanos, para ayudarte a llegar al siguiente nivel de…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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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
102 records in the displayed employee bands.
1 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 Peru, so it is reported there. Company counts and contact totals on this page are exact for Peru, over 103 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 Peru?
The saved snapshot records 103 matching company records, 700 tracked contacts and 92 verified emails. The public preview displays 22 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 22 wealth advisors based in Peru. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-advisors/peru.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗