Company lists · Data refreshed September 2026
Top 25 Wealth management accounting firms based in Munich, Germany
RevenueBase identified 50 wealth management accounting firms headquartered in Munich, Germany as of September 2026 and tracks 604 professional contacts across them, including 333 with verified work emails. Across Germany, Munich is the largest hub for this category.
This list covers wealth management accounting firms headquartered in Munich, Germany, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 management accounting firms based in Munich, Germany
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 167 contacts → | ||||
Indirect evidence “Seit 1870 begleitet Merck Finck Vermögen von Privatkunden, mittelständischen Unternehmen sowie Institutionen wie Kirchen und Stiftungen als Partner in allen Fragen um die Finanzen.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 142 contacts → | ||||
Indirect evidence “Peters, Schönberger & Partner zählt mit einer über 35-jährigen, erfolgreichen Unternehmenshistorie zu den renommiertesten mittelständischen Kanzleien in Deutschland.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 74 contacts → | ||||
Indirect evidence “Unternehmerische Realität ist selten eine gerade Linie.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 64 contacts → | ||||
Indirect evidence “Hartz Regehr ist eine feste Institution der bankenunabhängigen Vermögensverwaltung.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 13 contacts → | ||||
Partial evidence “Since 2011, we have been successfully advising and supporting wealthy individuals, medium-sized entrepreneurial families, foundations and conservative institutions in the areas of…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 10 contacts → | ||||
Indirect evidence “Novethos Family Office ist ein inhabergeführtes und bankunabhängiges Multi-Family Office mit einem ganzheitlichen Beratungsansatz.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9 contacts → | ||||
Indirect evidence “Die VERMÖGENSKULTUR AG ist eine unabhängige Vermögensverwaltung mit Sitz in München.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 8 contacts → | ||||
Indirect evidence “Die DAT Vermögensmanagement stützt sich auf mehr als zwei Jahrzehnte Erfahrung in der Beratung anspruchsvoller Privatkunden und ist heute einer der führenden bankenunabhängigen…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Indirect evidence “PARTNERS VermögensManagement AG is a financial services company based in Südliche Auffahrtsallee 37, 80639 München, Bavaria, Germany.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 contacts → | ||||
Indirect evidence “Als Ihr Partner für eine objektive, qualifizierte und transparente Vermögensverwaltung haben wir stets Ihre Ziele und Wünsche für Ihre Finanzen im Blick.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6 contacts → | ||||
Indirect evidence “Our vision is a world where people do not have to worry about their Out of a passion for investments, owner and former stock market trader Thomas Gross opened this family office…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6 contacts → | ||||
Indirect evidence “Family Offices waren bisher den Höchstvermögenden vorbehalten.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 contacts → | ||||
Indirect evidence “Wir sind der unabhängige Vermögensverwalter in München, der sich mit langjähriger Kompetenz sehr persönlich um jeden Kunden kümmert.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Indirect evidence “FIMILIA steht für bankenunabhängige Beratung, kombiniert mit den Aspekten eines modernen Family Offices.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Indirect evidence “Die GLOBAL Vermögenspartner GmbH ist spezialisiert auf die Strukturierung und den Aufbau, die Sicherung und Verwaltung Ihres Vermögens.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Partial evidence “Die Central Asset Management AG hat sich auf die Beratung, Bewahrung und Verwaltung von Finanzwerten spezialisiert.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Strong evidence “SeraVerse, a Serafin company, is the hub for a diverse field of companies in the areas of digital wealth management, financial asset management, TV & media, and private equity.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Partial evidence “ARTCON Steuerberatungsgesellschaft mbH is an accounting company based out of 37 Züricher Str, München, Germany.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect evidence “Persönliche Vermögensverwaltung mit höchster Kompetenz seit über zwei Jahrzehnten.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Indirect evidence “Die HELLERICH GmbH ist eine renommierte Vermögensverwaltungsgesellschaft mit Sitz in München, die sich auf die umfassende Betreuung größerer Vermögen spezialisiert hat.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Indirect evidence “Wir sind eine bankenunabhängige Vermögensberatung mit Sitz im Herzen Münchens.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence “Anders denken, anders beraten.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth management accounting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names wealth management accounting firms.
- Partial evidence
- Its own public description names part of wealth management accounting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management accounting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 50 wealth management accounting firms based in Munich, Germany
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Wealth management accounting firms based in Munich, Germany at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured across the whole Germany list rather than for Munich, so it is reported there. Company counts and contact totals on this page are exact for Munich, over 50 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among wealth management accounting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Munich, Germany whose own description of what they do matches “wealth management accounting firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names wealth management accounting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among wealth management accounting firms, and records with no verified work email. Companies headquartered outside Munich are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 333 across the full list. 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 29, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Wealth management accounting firms by metro in Germany
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names wealth management accounting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many wealth management accounting firms are there based in Munich, Germany?
RevenueBase identified 50 wealth management accounting firms headquartered in Munich, Germany as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Merck Finck A Quintet Private Bank, headquartered in Munich, tops this list with the largest team on record.
Which city in Germany has the most wealth management accounting firms?
Munich leads Germany with 50 headquartered companies, followed by Hamburg (41) and Berlin (26).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 333 verified decision-maker contacts tracked across these 50 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 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 Smart Search, 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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