Company lists · Data refreshed September 2026
Top 25 Wealth management firms based in Italy
RevenueBase identified 200 wealth management firms headquartered in Italy as of September 2026 and tracks 12,311 professional contacts across them, including 5,270 with verified work emails. Milano is the largest hub.
This list covers wealth management firms headquartered in Italy, 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 16, 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 firms based in Italy
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 5,750 contacts → | ||||
Indirect evidence “Fideuram Intesa Sanpaolo Private Banking, è una società del gruppo Intesa Sanpaolo, specializzata nella produzione, gestione e distribuzione di servizi e prodotti finanziari alla…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 2 | 1,413 contacts → | ||||
Indirect evidence “All’avanguardia da 50 anni, per dare giusto valore al tempo.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 3 | 276 contacts → | ||||
Indirect evidence “L’impegno di UniCredit per i grandi patrimoni italiani si distingue per l’alto livello di servizio e la specializzazione nella gestione di capitali, uniti all’alto potenziale di…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 4 | 273 contacts → | ||||
Partial evidence “From the 1936 expert in the management of patrimonies, Ersel is an unique reality in the Italian panorama, for the absolute independence, for the professionalism and the quality…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 5 | 265 contacts → | ||||
Partial evidence “Anima is one of the leading asset managers in Italy, with total assets under management of more than €212 billion* and more than one million clients.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 6 | 245 contacts → | ||||
Indirect evidence “Il Gruppo OVB, la cui capogruppo ha sede a Colonia, è uno dei fornitori di servizi patrimoniali leader a livello europeo.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 7 | 242 contacts → | ||||
Indirect evidence “L’indipendenza, in Banca Intermobiliare, è il valore portante: è alla base della nostra identità.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 8 | 235 contacts → | ||||
Partial evidence “Kairos was founded in as an entrepreneurial initiative in the asset management sector.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 9 | 198 contacts → | ||||
Indirect evidence “Banca Profilo è un istituto indipendente che opera nella gestione del patrimonio di clienti privati e istituzionali, oltre che nell'offerta di specifici servizi finanziari alle…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 10 | 181 contacts → | ||||
Indirect evidence “Da 100 anni affianchiamo i nostri clienti nella gestione e valorizzazione del loro patrimonio.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 11 | 134 contacts → | ||||
Indirect evidence “Südtirol Bank was founded as an independent private bank in 2008 and through its network of financial advisors it is present throughout Italy.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 12 | 133 contacts → | ||||
Indirect evidence “Unione Fiduciaria is Italy's leading fiduciary company by assets under administration.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 13 | 117 contacts → | ||||
Indirect evidence “Arca Fondi SGR nasce dalla storia e dall’esperienza di Arca SGR S.p.A, fondata nell’ottobre del 1983, subito dopo l’introduzione della legge n°77 del 1983 che ha istituito e…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 14 | 76 contacts → | ||||
Partial evidence “Solutions Capital Management Sim S.p.A.(SCM SIM) è una società di intermediazione mobiliare autorizzata alla gestione di portafogli, alla consulenza in materia di investimenti e…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 15 | 68 contacts → | ||||
Indirect evidence “Valori & Finanza nasce da un sogno, il sogno di portare libertà, indipendenza e professionalità etica nel mondo della finanza.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 16 | 59 contacts → | ||||
Indirect evidence “La nostra è un'attività fatta da persone per persone, non un processo industriale standardizzato.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 17 | 51 contacts → | ||||
Partial evidence “Belluzzo International Partners is a multidisciplinary, international and independent firm operating in the fields of Wealth, Law, Tax and Finance.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 18 | 49 contacts → | ||||
Indirect evidence “Siamo una società di intermediazione mobiliare che, con elevata professionalità e consolidati livelli di competenza, supporta la propria clientela, istituzionale e privata…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 19 | 34 contacts → | ||||
Indirect evidence “Simon Fiduciaria nasce nel 1986 per prestare servizi fiduciari a importanti gruppi familiari, imprenditori e professionisti, a livello nazionale ed estero.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 20 | 33 contacts → | ||||
Indirect evidence “Gamma Capital Markets Succursale italiana è formata da un team di professionisti appassionati e metodici nel ricercare le migliori soluzioni di investimento.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 21 | 31 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 22 | 29 contacts → | ||||
Indirect evidence “SPAFID è la Fiduciaria che dal 1941 si dedica all’amministrazione fiduciaria di patrimoni privati, accompagnando le famiglie nel governo delle dinamiche patrimoniali e nella…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 23 | 18 contacts → | ||||
Indirect evidence “Adhoc SCF è una società di consulenza finanziaria indipendente iscritta all'Albo specializzata nella prestazione su base indipendente (in totale assenza di conflitto d’interessi)…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 24 | 17 contacts → | ||||
Indirect evidence “IFA Consulting è società di consulenza finanziaria indipendente, iscritta nell Albo professionale tenuto e vigilato presso l’ Organismo dei Consulenti Finanziari istituto a…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 25 | 16 contacts → | ||||
Indirect evidence “Credem, una fra le principali realtà private italiane, è una banca moderna con una tradizione centenaria.” Source: RevenueBase Database · checked Sep 16, 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 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 firms.
- Partial evidence
- Its own public description names part of wealth management 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 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 200 wealth management firms based in Italy
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Wealth management firms based in Italy at a glance
As of Sep 16, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Italy, so it is reported there. Company counts and contact totals on this page are exact for Italy, over 200 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 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 Italy whose own description of what they do matches “wealth management 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 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 firms, and records with no verified work email. Companies headquartered outside Italy 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, 5,270 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 16, 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 firms by metro
- Wealth management firms in Milano38
- Wealth management firms in Milan29
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 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 firms are there based in Italy?
RevenueBase identified 200 wealth management firms headquartered in Italy 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?
Fideuram, headquartered in Torino, tops this list with the largest team on record.
Which city has the most wealth management firms?
Milano leads with 38 headquartered companies, followed by Milan (29) and Torino (11).
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 5,270 verified decision-maker contacts tracked across these 200 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 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 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.
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