Company lists · Data refreshed September 2026

Top 20 Wealth management consulting firms based in Barcelona, Spain

RevenueBase identified 66 wealth management consulting firms headquartered in Barcelona, Spain as of September 2026 and tracks 663 professional contacts across them, including 76 with verified work emails. Across Spain, Madrid is the largest hub for this category (119 companies); Barcelona follows with 66.

This list covers wealth management consulting firms headquartered in Barcelona, Spain, 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
66Companies
663Contacts tracked
76Verified emails
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The 20 largest wealth management consulting firms based in Barcelona, Spain

Ranked by team size
Top 20 of 66 wealth management consulting firms based in Barcelona, Spain, 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 evidenceBarcelona, SpainHQ checked Sep 29, 202651-200241 contacts →

Indirect evidence

“Somos uno de los principales grupos financieros independientes en España.”

Source: RevenueBase Database · checked Sep 29, 2026
2Partial evidenceBarcelona, SpainHQ checked Sep 29, 202611-5032 contacts →

Partial evidence

“Since 2009 and based in Barcelona, Ariete has successfully become a the global benchmark firm in wealth planning services for elite athletes and artists, accompanying them to…”

Source: RevenueBase Database · checked Sep 29, 2026
3Indirect evidenceBarcelona, SpainHQ checked Sep 29, 202611-5019 contacts →

Indirect evidence

“En Talenta SGIIC nos especializamos en la gestión patrimonial independiente, ofreciendo soluciones personalizadas que se adaptan a las necesidades específicas de cada cliente.”

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceBarcelona, SpainHQ checked Sep 29, 202611-5016 contacts →

Indirect evidence

“Somos una sociedad de valores con oficinas en Barcelona y Madrid, y filial del grupo bancario MoraBanc, entidad andorrana con 70 años de experiencia en el sector.”

Source: RevenueBase Database · checked Sep 29, 2026
5Partial evidenceBarcelona, SpainHQ checked Sep 29, 202611-5013 contacts →

Partial evidence

“Allow us to welcome you to an international firm with a boutique mindset, specialising in the tax optimisation of your wealth.”

Source: RevenueBase Database · checked Sep 29, 2026
6Partial evidenceBarcelona, SpainHQ checked Sep 29, 202611-5013 contacts →

Partial evidence

“Mimeisa Asset Management are a multidisciplinary team with multiple cases of success since it was founded in 1969.”

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidenceBarcelona, SpainHQ checked Sep 29, 202611-5013 contacts →

Partial evidence

“El grupo RBS Global Consulting nació hace más de 10 años de la mano de profesionales de la Banca Privada y Corporativa con el afán de ofrecer al cliente un servicio de…”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceBarcelona, SpainHQ checked Sep 29, 202611-5012 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceBarcelona, SpainHQ checked Sep 29, 202611-5011 contacts →

Indirect evidence

“Riva y García Financial Group is a Firm specialized in providing personalized and high added value financial advice services.”

Source: RevenueBase Database · checked Sep 29, 2026
10Indirect evidenceBarcelona, SpainHQ checked Sep 29, 20261-108 contacts →

Indirect evidence

“At AGNIA, we aspire to lead the market as advisors in M&A, positioning ourselves as strategic partners for companies seeking a highly specialized and discreet approach to their…”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceBarcelona, SpainHQ checked Sep 29, 20261-105 contacts →

Indirect evidence

“Hemos podido observar en los últimos 20 años la proliferación de compañías de cualquier tamaño en el sector financiero.”

Source: RevenueBase Database · checked Sep 29, 2026
12Indirect evidenceBarcelona, SpainHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“Asesoramiento patrimonial”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceBarcelona, SpainHQ checked Sep 29, 202611-503 contacts →

Indirect evidence

“Cluster Family Office es un multifamily office de ámbito internacional con sede en Barcelona dedicado al asesoramiento y la gestión integral de patrimonios, así como al soporte y…”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceBarcelona, SpainHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“Phershian es una consultora financiera que trabaja en estrecha colaboración con sus clientes para proporcionales soluciones de alto valor que les ayuden a alcanzar sus objetivos…”

Source: RevenueBase Database · checked Sep 29, 2026
15Indirect evidenceBarcelona, SpainHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“EGTM Capital nace de la necesidad de crear un servicio especializado, más específico y cualificado, que pueda abarcar exclusivamente el asesoramiento financiero en materia de…”

Source: RevenueBase Database · checked Sep 29, 2026
16Partial evidenceBarcelona, SpainHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“Consulting.”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceBarcelona, SpainHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“He creado Dardanius Financial Solutions para dar solución integral, de forma independiente, a todos mis clientes.”

Source: RevenueBase Database · checked Sep 29, 2026
18Partial evidenceBarcelona, SpainHQ checked Sep 29, 20261-101 contacts →

Partial evidence

“Laudem Partners is a consulting firm specialized in offering strategic and financial solutions to businesses and individuals.”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceBarcelona, SpainHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Loba Corporate is a company created by professionals from the financial and business sectors with more than 20 years of experience in the areas of Business Banking, Investment…”

Source: RevenueBase Database · checked Sep 29, 2026
20Strong evidenceBarcelona, SpainHQ checked Sep 29, 20261-101 contacts →

Strong evidence

“ANCHOR Family Office Services SL is a multi-family office offering wealth management services to HNWI and business owners.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 20 of 66 wealth management consulting firms based in Barcelona, Spain

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Wealth management consulting firms based in Barcelona, Spain at a glance

As of Sep 29, 2026
11.5%Verified-email coverage
10.0Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
50
11-50
14
51-200
1
201-500
1

Email recency for this list is measured across the whole Spain list rather than for Barcelona, so it is reported there. Company counts and contact totals on this page are exact for Barcelona, over 66 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 Barcelona, Spain 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 Barcelona 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, 76 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 Spain

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 Barcelona, Spain?

RevenueBase identified 66 wealth management consulting firms headquartered in Barcelona, Spain 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?

GVC Gaesco, headquartered in Barcelona, tops this list with the largest team on record.

Which city in Spain has the most wealth management consulting firms?

Madrid leads Spain with 119 headquartered companies, followed by Barcelona (66) and Valencia (12).

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 76 verified decision-maker contacts tracked across these 66 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.