Company lists · Data refreshed September 2026
Top 25 Wealth management consulting firms based in Munich, Germany
RevenueBase identified 84 wealth management consulting firms headquartered in Munich, Germany as of September 2026 and tracks 676 professional contacts across them, including 294 with verified work emails. Across Germany, Munich is the largest hub for this category.
This list covers wealth management consulting 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 consulting 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 | 74 contacts → | ||||
Indirect evidence “Unternehmerische Realität ist selten eine gerade Linie.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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. | |||||
| 4 | 19 contacts → | ||||
Strong evidence “Perpetual provides investment and wealth management services, with a long-term focus and private markets at the core.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 17 contacts → | ||||
Partial evidence “Gerd Kommer Invest GmbH, based in Munich, is a financial service provider for wealthy private clients, foundations and small and medium-sized companies.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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. | |||||
| 7 | 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. | |||||
| 8 | 10 contacts → | ||||
Indirect evidence “Die WERTIQ GmbH, wurde im Jahr 2023 aus der renommierten Vermögensverwaltung HRK LUNIS AG ausgegliedert.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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. | |||||
| 10 | 9 contacts → | ||||
Indirect evidence “Wer sind wir und was können wir?” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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. | |||||
| 12 | 8 contacts → | ||||
Indirect evidence “Ohm Capital ist ein Investment Office, das sich auf die ganzheitliche Vermögensbetreuung für eine begrenzte Anzahl von Familien spezialisiert hat.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 contacts → | ||||
Indirect evidence “Femance Finanzen ist dein persönlicher Begleiter in Sachen Finanzen und Vorsorge.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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. | |||||
| 15 | 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. | |||||
| 16 | 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. | |||||
| 17 | 6 contacts → | ||||
Indirect evidence “Family Offices waren bisher den Höchstvermögenden vorbehalten.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 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. | |||||
| 19 | 5 contacts → | ||||
Indirect evidence “FIDUKA ist eine der erfahrensten bankenunabhängigen Vermögensverwaltungen im deutschsprachigen Raum.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 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. | |||||
| 21 | 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. | |||||
| 22 | 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. | |||||
| 23 | 3 contacts → | ||||
Indirect evidence “Wenn Unternehmer ihr Unternehmen am Ende ihrer beruflichen Karriere an einen Nachfolger übergeben, dann ist dies meist sehr viel mehr, als ein bloßer Unternehmensverkauf.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 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. | |||||
| 25 | 3 contacts → | ||||
Indirect evidence “Wir sind Vermögensverwalter und Finanzberater spezialisiert auf Heilberufler.” 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 consulting 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 consulting firms.
- Partial evidence
- Its own public description names part of wealth management consulting 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 consulting 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 84 wealth management consulting firms based in Munich, Germany
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 294 reachable decision-makers.
Free signup · no credit card
Wealth management consulting 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 84 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 Munich, 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 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, 294 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 consulting 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 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 Munich, Germany?
RevenueBase identified 84 wealth management consulting 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 consulting firms?
Munich leads Germany 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 294 verified decision-maker contacts tracked across these 84 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 84 wealth management consulting firms based in Munich, Germany. Start with a free account, no credit card.
Download this list →Related lists
Wealth management consulting firms by geography
- Wealth management consulting firms based in Buenos Aires, Argentina
- Wealth management consulting firms based in Adelaide, Australia
- Wealth management consulting firms based in Brisbane, Australia
- Wealth management consulting firms based in Melbourne, Australia
- Wealth management consulting firms based in North Sydney, Australia
- Wealth management consulting firms based in Perth, Australia
- Wealth management consulting firms based in Sydney, Australia
- Wealth management consulting firms based in Vienna, Austria
- Wealth management consulting firms based in Belo Horizonte, Brazil
- Wealth management consulting firms based in Curitiba, Brazil
- Wealth management consulting firms based in Porto Alegre, Brazil
- Wealth management consulting firms based in Rio De Janeiro, Brazil
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth management consulting firms based in Buenos Aires, Argentina
- Wealth management consulting firms based in Adelaide, Australia
- Wealth management consulting firms based in Brisbane, Australia
- Wealth management consulting firms based in Melbourne, Australia
- Wealth management consulting firms based in North Sydney, Australia
- Wealth management consulting firms based in Perth, Australia