Company lists · Data refreshed October 2026
Top 17 Wealth management all-in-one advisor desktop platform companies based in Mexico
RevenueBase identified 52 company matches for wealth management all-in-one advisor desktop platform companies associated with Mexico as of October 2026 and tracks 470 professional contacts across them, including 65 with verified work emails. Mexico City is the largest hub.
This list covers company matches for wealth management all-in-one advisor desktop platform companies associated with Mexico, 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 October 20, 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 17 largest wealth management all-in-one advisor desktop platform companies based in Mexico
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 67 contacts → | ||||
Exact match “Desde 1995, nos dedicamos a dar un servicio altamente personalizado direccionado a dar soluciones financieras a través de la implementación de estrategias que contribuyan en la…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 2 | 65 contacts → | ||||
Exact match “Somos una Dirección de Agencia de GNP Seguros especializada en desarrollar agentes de seguros de alto desempeño y en brindar soluciones integrales de protección patrimonial para…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 3 | 30 contacts → | ||||
Exact match “AdSOFT se enfoca en soluciones de sistemas para el sector financiero.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 4 | 27 contacts → | ||||
Exact match “En EQQUS, tenemos la misión de descubrir y resolver las necesidades financieras de nuestros clientes.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 5 | 19 contacts → | ||||
Exact match “En Sherpa Capital somos un asesor independiente de inversiones con sede en México, regulado por la CNBV, enfocado en acompañar a clientes privados e institucionales en la…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 6 | 14 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 7 | 12 contacts → | ||||
Exact match “Somos la primera wealth-tech impulsada por IA que ayuda a personas y empresas Latinas a invertir su dinero de forma fácil y segura.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 8 | 10 contacts → | ||||
Exact match “Founded in 2023, Holistic Advisors is a wealth management advisory firm, which solves your financial needs through a broad portfolio of investment alternatives.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 9 | 9 contacts → | ||||
Exact match “Bienvenidos a Grupo Hedeker!” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match “Our team has extensive experience in different areas at many financial institutions, which helps us to have a clear knowledge of the financial market in a 360º scenario to meet…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “ADDIKA Wealth Consolidation, a través de una plataforma digital, te permite tener la administración y control total sobre tu portafolio de activos.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “Private Capital Management SAPI de CV (Private Capital) is a Financial Advisory based in Mexico City.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Dannum Capital nace bajo la necesidad de proveer confianza y certidumbre a nuestros amigos y clientes en un mercado que evoluciona constantemente, el conocimiento, la experiencia…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Ofrecemos servicios de inversión asesorados que incluyen la asesoría y gestión financiera dentro de los mercados de renta variable y fija, generando rendimientos con un manejo…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “Este servicio se enfoca en personas que requieren asesoría financiera patrimonial con una visión de inversión global.” Recorded in the RevenueBase company graph · Oct 20, 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 management all-in-one advisor desktop platform companies”. 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 17 of 52 wealth management all-in-one advisor desktop platform companies based in Mexico
See the full list, filter by size, metro and specialty, and access 65 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Wealth management all-in-one advisor desktop platform companies based in Mexico at a glance
As of Oct 20, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Mexico, so it is reported there. Company counts and contact totals on this page are exact for Mexico, over 52 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 Mexico whose business descriptions match “wealth management all-in-one advisor desktop platform companies” 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 65 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 October 20, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “wealth management all-in-one advisor desktop platform companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth management all-in-one advisor desktop platform companies are there based in Mexico?
RevenueBase identified 52 company matches for wealth management all-in-one advisor desktop platform companies associated with Mexico as of October 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?
MG Capital Asesores, S.A. DE C.V., Asesores EN Inversiones Independientes tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most wealth management all-in-one advisor desktop platform companies?
Mexico City leads with 14 company records, followed by San Pedro Garza Garcia (4) and Miguel Hidalgo (3).
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 65 professional contacts with verified work emails tracked across these 52 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 October 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 52 wealth management all-in-one advisor desktop platform companies based in Mexico. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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Company intelligence · public preview
Top 17 wealth management all-in-one advisor desktop platform companies based in Mexico
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 52 matching company records for wealth management all-in-one advisor desktop platform companies based in Mexico, with 470 tracked contacts and 65 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 20, 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 17 wealth management all-in-one advisor desktop platform companies based in Mexico
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 | HQ: San Pedro Garza García, MexicoReported employees: 51-200 | San Pedro Garza García, Mexico | 51-200 | Exact match | 67 contacts → |
“Desde 1995, nos dedicamos a dar un servicio altamente personalizado direccionado a dar soluciones financieras a través de la implementación de estrategias que contribuyan en la…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Aevum Asesores Patrimoniales, S.Csomosaevum.mx HQ: Mexico City, MexicoReported employees: 51-200 | Mexico City, Mexico | 51-200 | Exact match | 65 contacts → |
“Somos una Dirección de Agencia de GNP Seguros especializada en desarrollar agentes de seguros de alto desempeño y en brindar soluciones integrales de protección patrimonial para…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Adsoftadsoft.mxHQ: Mexico City, MexicoReported employees: 11-50 | Mexico City, Mexico | 11-50 | Exact match | 30 contacts → |
“AdSOFT se enfoca en soluciones de sistemas para el sector financiero.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Eqqus Wealth Managementeqqus.com.mxHQ: Zapopan, MexicoReported employees: 1-10 | Zapopan, Mexico | 1-10 | Exact match | 27 contacts → |
“En EQQUS, tenemos la misión de descubrir y resolver las necesidades financieras de nuestros clientes.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Sherpa Capitalsherpacapital.com.mxHQ: Bosques De Chapultepec, MexicoReported employees: 11-50 | Bosques De Chapultepec, Mexico | 11-50 | Exact match | 19 contacts → |
“En Sherpa Capital somos un asesor independiente de inversiones con sede en México, regulado por la CNBV, enfocado en acompañar a clientes privados e institucionales en la…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  GBM Real Estategbm.comHQ: Mexico City, MexicoReported employees: 501-1,000 | Mexico City, Mexico | 501-1,000 | Exact match | 14 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 |  PILOUpilou.ioHQ: Mexico City, MexicoReported employees: 11-50 | Mexico City, Mexico | 11-50 | Exact match | 12 contacts → |
“Somos la primera wealth-tech impulsada por IA que ayuda a personas y empresas Latinas a invertir su dinero de forma fácil y segura.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Holistic Advisorsholisticadvisors.mxHQ: Monterrey, MexicoReported employees: 11-50 | Monterrey, Mexico | 11-50 | Exact match | 10 contacts → |
“Founded in 2023, Holistic Advisors is a wealth management advisory firm, which solves your financial needs through a broad portfolio of investment alternatives.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Grupo Hedekerhedeker.comHQ: Federal District, MexicoReported employees: 51-200 | Federal District, Mexico | 51-200 | Exact match | 9 contacts → |
“Bienvenidos a Grupo Hedeker!” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Everest Wealth Management Consulting Firmeverestwm.com.mx HQ: Cuajimalpa De Morelos, MexicoReported employees: 11-50 | Cuajimalpa De Morelos, Mexico | 11-50 | Exact match | 6 contacts → |
“Our team has extensive experience in different areas at many financial institutions, which helps us to have a clear knowledge of the financial market in a 360º scenario to meet…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Addika Wealth Consolidationaddika.ioHQ: Zapopan, MexicoReported employees: 1-10 | Zapopan, Mexico | 1-10 | Exact match | 5 contacts → |
“ADDIKA Wealth Consolidation, a través de una plataforma digital, te permite tener la administración y control total sobre tu portafolio de activos.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Private Capital Méxicoprivatecapital.com.mxHQ: MexicoReported employees: 1-10 | Mexico | 1-10 | Exact match | 5 contacts → |
“Private Capital Management SAPI de CV (Private Capital) is a Financial Advisory based in Mexico City.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  MS Advisors Wealth Managementmsasesores.mxHQ: Miguel Hidalgo, MexicoReported employees: 11-50 | Miguel Hidalgo, Mexico | 11-50 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 | IAM Consultoresintrustam.com HQ: San Pedro Garza García, MexicoReported employees: 1-10 | San Pedro Garza García, Mexico | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 15 | Dannum Capitaldannumcapital.com HQ: Monterrey, MexicoReported employees: 1-10 | Monterrey, Mexico | 1-10 | Exact match | 2 contacts → |
“Dannum Capital nace bajo la necesidad de proveer confianza y certidumbre a nuestros amigos y clientes en un mercado que evoluciona constantemente, el conocimiento, la experiencia…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  León Capital Inversionesleoncapital.mxHQ: León, MexicoReported employees: 1-10 | León, Mexico | 1-10 | Exact match | 1 contacts → |
“Ofrecemos servicios de inversión asesorados que incluyen la asesoría y gestión financiera dentro de los mercados de renta variable y fija, generando rendimientos con un manejo…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  VS Wealth Managementvs-wm.comHQ: Mexico City, MexicoReported employees: 1-10 | Mexico City, Mexico | 1-10 | Exact match | 1 contacts → |
“Este servicio se enfoca en personas que requieren asesoría financiera patrimonial con una visión de inversión global.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 17 of 52 company matches
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Wealth management all-in-one advisor desktop platform companies: dataset insights
October 20, 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
52 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 Mexico, so it is reported there. Company counts and contact totals on this page are exact for Mexico, over 52 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: October 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for wealth management all-in-one advisor desktop platform companies?
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 management all-in-one advisor desktop platform companies did RevenueBase find based in Mexico?
The saved snapshot records 52 matching company records, 470 tracked contacts and 65 verified emails. The public preview displays 17 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: October 20, 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 17 wealth management all-in-one advisor desktop platform companies based in Mexico. Snapshot: October 20, 2026. https://revenuebase.ai/companies/wealth-management-all-in-one-advisor-desktop-platform-companies/mexico.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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Company intelligence · public preview
Top 17 wealth management all-in-one advisor desktop platform companies based in Mexico
RevenueBase records 52 matching company records for wealth management all-in-one advisor desktop platform companies based in Mexico, with 470 tracked contacts and 65 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 20, 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 17 wealth management all-in-one advisor desktop platform companies based in Mexico
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 | HQ: San Pedro Garza García, MexicoReported employees: 51-200 | San Pedro Garza García, Mexico | 51-200 | Exact match | 67 contacts → |
“Desde 1995, nos dedicamos a dar un servicio altamente personalizado direccionado a dar soluciones financieras a través de la implementación de estrategias que contribuyan en la…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Aevum Asesores Patrimoniales, S.Csomosaevum.mx HQ: Mexico City, MexicoReported employees: 51-200 | Mexico City, Mexico | 51-200 | Exact match | 65 contacts → |
“Somos una Dirección de Agencia de GNP Seguros especializada en desarrollar agentes de seguros de alto desempeño y en brindar soluciones integrales de protección patrimonial para…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Adsoftadsoft.mx HQ: Mexico City, MexicoReported employees: 11-50 | Mexico City, Mexico | 11-50 | Exact match | 30 contacts → |
“AdSOFT se enfoca en soluciones de sistemas para el sector financiero.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Eqqus Wealth Managementeqqus.com.mx HQ: Zapopan, MexicoReported employees: 1-10 | Zapopan, Mexico | 1-10 | Exact match | 27 contacts → |
“En EQQUS, tenemos la misión de descubrir y resolver las necesidades financieras de nuestros clientes.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Sherpa Capitalsherpacapital.com.mx HQ: Bosques De Chapultepec, MexicoReported employees: 11-50 | Bosques De Chapultepec, Mexico | 11-50 | Exact match | 19 contacts → |
“En Sherpa Capital somos un asesor independiente de inversiones con sede en México, regulado por la CNBV, enfocado en acompañar a clientes privados e institucionales en la…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | GBM Real Estategbm.com HQ: Mexico City, MexicoReported employees: 501-1,000 | Mexico City, Mexico | 501-1,000 | Exact match | 14 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 | PILOUpilou.io HQ: Mexico City, MexicoReported employees: 11-50 | Mexico City, Mexico | 11-50 | Exact match | 12 contacts → |
“Somos la primera wealth-tech impulsada por IA que ayuda a personas y empresas Latinas a invertir su dinero de forma fácil y segura.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Holistic Advisorsholisticadvisors.mx HQ: Monterrey, MexicoReported employees: 11-50 | Monterrey, Mexico | 11-50 | Exact match | 10 contacts → |
“Founded in 2023, Holistic Advisors is a wealth management advisory firm, which solves your financial needs through a broad portfolio of investment alternatives.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Grupo Hedekerhedeker.com HQ: Federal District, MexicoReported employees: 51-200 | Federal District, Mexico | 51-200 | Exact match | 9 contacts → |
“Bienvenidos a Grupo Hedeker!” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Everest Wealth Management Consulting Firmeverestwm.com.mx HQ: Cuajimalpa De Morelos, MexicoReported employees: 11-50 | Cuajimalpa De Morelos, Mexico | 11-50 | Exact match | 6 contacts → |
“Our team has extensive experience in different areas at many financial institutions, which helps us to have a clear knowledge of the financial market in a 360º scenario to meet…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Addika Wealth Consolidationaddika.io HQ: Zapopan, MexicoReported employees: 1-10 | Zapopan, Mexico | 1-10 | Exact match | 5 contacts → |
“ADDIKA Wealth Consolidation, a través de una plataforma digital, te permite tener la administración y control total sobre tu portafolio de activos.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Private Capital Méxicoprivatecapital.com.mx HQ: MexicoReported employees: 1-10 | Mexico | 1-10 | Exact match | 5 contacts → |
“Private Capital Management SAPI de CV (Private Capital) is a Financial Advisory based in Mexico City.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | MS Advisors Wealth Managementmsasesores.mx HQ: Miguel Hidalgo, MexicoReported employees: 11-50 | Miguel Hidalgo, Mexico | 11-50 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 | IAM Consultoresintrustam.com HQ: San Pedro Garza García, MexicoReported employees: 1-10 | San Pedro Garza García, Mexico | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 15 | Dannum Capitaldannumcapital.com HQ: Monterrey, MexicoReported employees: 1-10 | Monterrey, Mexico | 1-10 | Exact match | 2 contacts → |
“Dannum Capital nace bajo la necesidad de proveer confianza y certidumbre a nuestros amigos y clientes en un mercado que evoluciona constantemente, el conocimiento, la experiencia…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | León Capital Inversionesleoncapital.mx HQ: León, MexicoReported employees: 1-10 | León, Mexico | 1-10 | Exact match | 1 contacts → |
“Ofrecemos servicios de inversión asesorados que incluyen la asesoría y gestión financiera dentro de los mercados de renta variable y fija, generando rendimientos con un manejo…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | VS Wealth Managementvs-wm.com HQ: Mexico City, MexicoReported employees: 1-10 | Mexico City, Mexico | 1-10 | Exact match | 1 contacts → |
“Este servicio se enfoca en personas que requieren asesoría financiera patrimonial con una visión de inversión global.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 17 of 52 company matches
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Wealth management all-in-one advisor desktop platform companies: dataset insights
October 20, 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
52 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 Mexico, so it is reported there. Company counts and contact totals on this page are exact for Mexico, over 52 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: October 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for wealth management all-in-one advisor desktop platform companies?
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 management all-in-one advisor desktop platform companies did RevenueBase find based in Mexico?
The saved snapshot records 52 matching company records, 470 tracked contacts and 65 verified emails. The public preview displays 17 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: October 20, 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 17 wealth management all-in-one advisor desktop platform companies based in Mexico. Snapshot: October 20, 2026. https://revenuebase.ai/companies/wealth-management-all-in-one-advisor-desktop-platform-companies/mexico.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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