Company lists · Data refreshed September 2026

Top 25 Wealth management consulting firms based in Germany

RevenueBase identified 1,048 wealth management consulting firms headquartered in Germany as of September 2026 and tracks 10,895 professional contacts across them, including 3,594 with verified work emails. Munich is the largest hub.

This list covers wealth management consulting firms headquartered in 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
1,048Companies
10,895Contacts tracked
3,594Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest wealth management consulting firms based in Germany

Ranked by team size
Top 25 of 1,048 wealth management consulting firms based in Germany, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceWiesloch, GermanyHQ checked Sep 29, 20261,001-5,0002,058 contacts →

Indirect evidence

“MLP Private Finance integrates a range of financial services into one tailored financial package for each client.”

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceCologne, GermanyHQ checked Sep 29, 20261,001-5,000708 contacts →

Indirect evidence

“Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.”

Source: RevenueBase Database · checked Sep 29, 2026
3Indirect evidenceRegensburg, GermanyHQ checked Sep 29, 20261,001-5,000682 contacts →

Indirect evidence

“Die TELIS FINANZ AG ist ein inhabergeführtes und eigenständiges Finanzdienstleistungsunternehmen und zugleich der größte Finanzdienstleister in Deutschland ohne Kapitalbeteiligung…”

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceHanover, GermanyHQ checked Sep 29, 2026501-1,000560 contacts →

Indirect evidence

“HORBACH ist seit 1983 eine der Top-Adressen für ganzheitliche Finanzplanung, spezialisiert auf Akademiker und anspruchsvolle Privatkunden.”

Source: RevenueBase Database · checked Sep 29, 2026
5Indirect evidenceHanover, GermanyHQ checked Sep 29, 20265,001-10,000544 contacts →

Indirect evidence

“Das sind wir Swiss Life Select ist eines der größten deutschen Finanzberatungsunternehmen und Teil der Swiss Life-Gruppe, eines europaweit marktführenden Anbieters von…”

Source: RevenueBase Database · checked Sep 29, 2026
6Indirect evidenceBonn, GermanyHQ checked Sep 29, 2026501-1,000178 contacts →

Indirect evidence

“IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.”

Source: RevenueBase Database · checked Sep 29, 2026
7Indirect evidenceMunich, GermanyHQ checked Sep 29, 2026201-500167 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, 2026
8Indirect evidenceHanover, GermanyHQ checked Sep 29, 2026201-50078 contacts →

Indirect evidence

“Durch die gebündelten Kompetenzen von acht innovativen Unternehmen gelingt es, eine ganzheitliche Beratung für Mandanten zu bieten.”

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceMunich, GermanyHQ checked Sep 29, 202651-20074 contacts →

Indirect evidence

“Unternehmerische Realität ist selten eine gerade Linie.”

Source: RevenueBase Database · checked Sep 29, 2026
10Indirect evidenceHamburg, GermanyHQ checked Sep 29, 202651-20070 contacts →

Indirect evidence

“Kontora ist ein führendes unabhängiges Multi Family Office für die individuelle Beratung und Umsetzung von Vermögensstrategien mit Sitz in Hamburg.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceFrankfurt, GermanyHQ checked Sep 29, 202651-20069 contacts →

Indirect evidence

“Als Finanzexperten blicken wir auf eine Zusammenarbeit von mehr als 20 Jahren zurück.”

Source: RevenueBase Database · checked Sep 29, 2026
12Indirect evidenceMünster, GermanyHQ checked Sep 29, 2026201-50068 contacts →

Indirect evidence

“Wir sind eine mittelständische Wirtschaftsberatung für gehobene Privatkunden, Ärzte, Zahnärzte, Wirtschaftswissenschaftler und Ingenieure.”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceMunich, GermanyHQ checked Sep 29, 202651-20064 contacts →

Indirect evidence

“Hartz Regehr ist eine feste Institution der bankenunabhängigen Vermögensverwaltung.”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceEssen, GermanyHQ checked Sep 29, 202651-20061 contacts →

Indirect evidence

“Das private Finanzhaus von Buddenbrock bietet seit vielen Jahren intelligente Konzepte für Unternehmen und anspruchsvolle Privatkunden, um einen würdevollen Ruhestand und…”

Source: RevenueBase Database · checked Sep 29, 2026
15Indirect evidenceBonn, GermanyHQ checked Sep 29, 202651-20057 contacts →

Indirect evidence

“Bei GLOBAL-FINANZ steht der Mensch im Mittelpunkt.”

Source: RevenueBase Database · checked Sep 29, 2026
16Partial evidenceHerzogenaurach, GermanyHQ checked Sep 29, 202651-20053 contacts →

Partial evidence

“Deutsche Wertpapiertreuhand is a partnership of highly qualified private bankers, wealth managers and family officers.”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceFrankfurt, GermanyHQ checked Sep 29, 202611-5053 contacts →

Indirect evidence

“CASE CASSIOPEA is a European partner-led investment banking advisory firm with offices in Frankfurt, Milan and Paris, cooperating with an international network of partners in…”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceCologne, GermanyHQ checked Sep 29, 202611-5052 contacts →

Indirect evidence

“Wir sind Unternehmer im Auftrag unserer Kunden.”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceHamburg, GermanyHQ checked Sep 29, 202611-5043 contacts →

Indirect evidence

“Wir blicken tiefer.”

Source: RevenueBase Database · checked Sep 29, 2026
20Indirect evidenceHeidelberg, GermanyHQ checked Sep 29, 202651-20041 contacts →

Indirect evidence

“Unabhängige Finanzberatung für jeden Bedarf Persönliche und langfristige Finanzberatung für alle Lebensbereiche Seit über 50 Jahren steht ZSH für eine unabhängige und…”

Source: RevenueBase Database · checked Sep 29, 2026
21Indirect evidenceAugsburg, GermanyHQ checked Sep 29, 202651-20040 contacts →

Indirect evidence

“Die Fürst Fugger Privatbank ist keine Bank wie jede andere.”

Source: RevenueBase Database · checked Sep 29, 2026
22Indirect evidenceBerlin, GermanyHQ checked Sep 29, 202611-5039 contacts →

Indirect evidence

“Die Hansen & Heinrich AG wurde 2001 in Berlin gegründet.”

Source: RevenueBase Database · checked Sep 29, 2026
23Strong evidenceFrankfurt, GermanyHQ checked Sep 29, 202651-20038 contacts →

Strong evidence

“RMC Risk-Management-Consulting ist ein Beratungsunternehmen für Kapitalanlageprozesse und ertragsorientierte Risikosteuerung.”

Source: RevenueBase Database · checked Sep 29, 2026
24Indirect evidenceCologne, GermanyHQ checked Sep 29, 202651-20036 contacts →

Indirect evidence

“Wir setzen Standards unter den Multi Family Offices in Deutschland.”

Source: RevenueBase Database · checked Sep 29, 2026
25Indirect evidenceHeilbronn, GermanyHQ checked Sep 29, 2026201-50036 contacts →

Indirect evidence

“Was die FG FINANZ-SERVICE so besonders macht Seit fast 40 Jahren begleitet, berät und betreut die FG FINANZ-SERVICE (FG) nachhaltig, individuell und unabhängig im Bereich Finanzen…”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 1,048 wealth management consulting firms based in Germany

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 3,594 reachable decision-makers.

Free signup · no credit card

View the full list →

Wealth management consulting firms based in Germany at a glance

As of Sep 29, 2026
33.0%Verified-email coverage
10.4Average contacts per company
1-10Median size (employees)
8.0%Largest-city concentration · Munich
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
728
11-50
240
51-200
41
201-500
11
501-1,000
6
1,001-5,000
4
5,001-10,000
1

Email recency for this list is measured worldwide rather than for Germany, so it is reported there. Company counts and contact totals on this page are exact for Germany, over 1,048 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 consulting 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 Germany whose own description of what they do matches “wealth management consulting 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 consulting 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 consulting firms, and records with no verified work email. Companies headquartered outside Germany 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, 3,594 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.

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 consulting 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 consulting firms are there based in Germany?

RevenueBase identified 1,048 wealth management consulting firms headquartered in 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?

MLP, headquartered in Wiesloch, tops this list with the largest team on record.

Which city has the most wealth management consulting firms?

Munich leads with 84 headquartered companies, followed by Hamburg (71) and Berlin (60).

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 3,594 verified decision-maker contacts tracked across these 1,048 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.

Ready to reach these companies? Verified emails and direct dials for all 1,048 wealth management consulting firms based in Germany. Start with a free account, no credit card.

Download this list →

Related lists

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.