Company lists · Data refreshed September 2026

Top 25 Wealth management firms based in Chile

RevenueBase identified 74 company matches for wealth management firms associated with Chile as of September 2026 and tracks 2,121 professional contacts across them, including 168 with verified work emails. Santiago is the largest hub.

This list covers company matches for wealth management firms associated with Chile, 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 September 16, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 16, 2026 How this list was built
74Companies
2,121Contacts tracked
168Verified emails
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The 25 largest wealth management firms based in Chile

Ranked by team size
Top 25 of 74 company matches for wealth management firms based in Chile, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchLas Condes Santiago De Chile, ChileHQ recorded Sep 16, 202651-200161 contacts →

Exact match

“Ayudamos a nuestros clientes a multiplicar su patrimonio a través de la inversión.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2Exact matchLas Condes, ChileHQ recorded Sep 16, 202651-20091 contacts →

Exact match

“MBI Inversiones es un administrador de activos especializado con más de 25 años en el mercado, orientado a asesorar integralmente a familias de alto patrimonio, clientes privados…”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3Exact matchVitacura, ChileHQ recorded Sep 16, 202611-5089 contacts →

Exact match

“Con más de 12 años de experiencia, Grey Capital es un Multifamily Office internacional que gestiona el patrimonio de altos ejecutivos con enfoque integral, acceso global y…”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4Exact matchSantiago, ChileHQ recorded Sep 16, 202651-20075 contacts →

Exact match

“PICTON is an independent investment advisory firm focused exclusively on serving high net worth individuals and institutional investors throughout Latin America.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5Exact matchSantiago, ChileHQ recorded Sep 16, 202611-5042 contacts →

Exact match

“Somos una empresa que ofrece productos y servicios financieros de excelencia a personas, empresas e instituciones, atendiendo sus necesidades específicas y defendiendo sus…”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6Exact matchSantiago, ChileHQ recorded Sep 16, 202611-5040 contacts →

Exact match

“Somos un Multi Family Office que ofrece soluciones patrimoniales y financieras personalizadas.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7Exact matchLas Condes, ChileHQ recorded Sep 16, 202651-20038 contacts →

Exact match

“SARTOR Investments is an independent financial advisory firm focused on high net worth clients.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8Exact matchLas Condes, ChileHQ recorded Sep 16, 202611-5029 contacts →

Exact match

“Creado en Capital Advisors es el multi-family office pionero de Chile.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9Exact matchVitacura, ChileHQ recorded Sep 16, 202611-5023 contacts →

Exact match

“Vision nace en 1996 en Santiago, Chile, con el propósito de ofrecer asesoría financiera a clientes de altos patrimonios y distribución institucional.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10Exact matchVitacura, ChileHQ recorded Sep 16, 202611-5022 contacts →

Exact match

“We are expert Investors.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11Exact matchSantiago, ChileHQ recorded Sep 16, 202611-5017 contacts →

Exact match

“Apoyamos a familias e instituciones a estructurar y administrar sus portfolios de largo plazo.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12Exact matchSantiago, ChileHQ recorded Sep 16, 202611-5015 contacts →

Exact match

“We are the largest Multi Family Office in Chile, with a track record dating back to 2007.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13Exact matchSantiago, ChileHQ recorded Sep 16, 202611-5012 contacts →

Exact match

“Atacama Asset Management is an independent Boutique Financial Adviser.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14Exact matchVitacura, ChileHQ recorded Sep 16, 202611-5011 contacts →

Exact match

“En BR Capital trabajamos en la gestión integral del patrimonio de nuestros clientes.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15Exact matchSantiago, ChileHQ recorded Sep 16, 202611-5011 contacts →

Exact match

“Preservamos y hacemos crecer su patrimonio con visión global.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16Exact matchSantiago, ChileHQ recorded Sep 16, 202611-5011 contacts →

Exact match

“Wealth Management & Corporate Finance Multi-Family Office & Asset Private Management”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17Exact matchLas Condes, ChileHQ recorded Sep 16, 202611-5010 contacts →

Exact match

“With its headquarters in Santiago, Chile, Laroche Capital was founded in 2003 by a group of experts in financial markets.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18Exact matchConcepción, ChileHQ recorded Sep 16, 20261-109 contacts →

Exact match

“Somos una empresa independiente dedicada a las inversiones en los mercados financeros.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19Exact matchSantiago, ChileHQ recorded Sep 16, 202611-508 contacts →

Exact match

“Somos reconocidos como socios estratégicos de nuestros clientes, ofreciendo un servicio de Gerencia Externa único y a la medida del cliente, basado en la confianza e impecabilidad.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20Exact matchVitacura, ChileHQ recorded Sep 16, 202611-507 contacts →

Exact match

“En Aurea Group nos ocupamos de la gestión patrimonial de nuestros clientes, brindando soluciones integrales, a medida y con visión prospectiva.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21Exact matchCalama, ChileHQ recorded Sep 16, 20261-107 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22Exact matchSantiago, ChileHQ recorded Sep 16, 202651-2006 contacts →

Exact match

“Hedgestone Financial is a leading private financial advisory firm providing specialized services to Asset Managers, Private Bankers, Brokerages and Independent Financial Advisors.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23Exact matchViña Del Mar, ChileHQ recorded Sep 16, 20261-105 contacts →

Exact match

“Somos una Agencia de Asesoría de Inversiones, registrada CMF.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24Exact matchLas Condes, ChileHQ recorded Sep 16, 20261-105 contacts →

Exact match

“Entregamos una asesoría integral, respecto al desarrollo de un plan de inversión personalizado, con el respaldo de un equipo de profesionales altamente capacitados para que tomes…”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
25Exact matchSantiago, ChileHQ recorded Sep 16, 20261-103 contacts →

Exact match

“ECOPER provee una solución integral, eficiente y personalizada a quienes necesitan asesoría en la administración de sus activos y pasivos, con total transparencia, dedicación y…”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase

Showing 25 of 74 wealth management firms based in Chile

See the full list, filter by size, metro and specialty, and access 168 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management firms based in Chile at a glance

As of Sep 16, 2026
7.9%Verified-email coverage
28.7Average contacts per company
11-50Median size (employees)
31.1%Largest-city concentration · Santiago
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
36
11-50
28
51-200
8
201-500
1
501-1,000
1

Email recency for this list is measured worldwide rather than for Chile, so it is reported there. Company counts and contact totals on this page are exact for Chile, over 74 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 Chile whose business descriptions match “wealth management firms” 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 168 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 September 16, 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 firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management firms are there based in Chile?

RevenueBase identified 74 company matches for wealth management firms associated with Chile as of September 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?

Propital tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most wealth management firms?

Santiago leads with 23 company records, followed by Las Condes (15) and Las Condes Santiago (8).

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 168 professional contacts with verified work emails tracked across these 74 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 September 16, 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 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.