Company lists · Data refreshed September 2026
Top 25 Wealth management firms based in Spain
RevenueBase identified 214 wealth management firms headquartered in Spain as of September 2026 and tracks 3,978 professional contacts across them, including 440 with verified work emails. Madrid is the largest hub.
This list covers wealth management firms headquartered in 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 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 Spain
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 562 contacts → | ||||
Indirect evidence “A&G es un grupo fundado en 1987 que ofrece servicios exclusivos de asesoramiento y gestión global de patrimonios a clientes privados y también cuenta con un área dedicada a dar…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 2 | 469 contacts → | ||||
Partial evidence “Altamira Asset Management is the leading company in the Servicing sector.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 3 | 241 contacts → | ||||
Indirect evidence “Somos uno de los principales grupos financieros independientes en España.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 4 | 104 contacts → | ||||
Indirect evidence “AXA Exclusiv nace con el objetivo de dar respuesta a los clientes más exigentes, aquellos que necesitan un asesoramiento patrimonial estable y continuado de la mano de un…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 5 | 96 contacts → | ||||
Indirect evidence “atl Capital es una entidad de Banca Privada con una misión muy clara: lograr que nuestros clientes alcancen sus objetivos siguiendo una estrategia de inversión planificada y…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 6 | 93 contacts → | ||||
Strong evidence “Creand Wealth Management somos una entidad especializada en banca privada del grupo Creand, dedicada a la gestión y asesoramiento de patrimonios privados.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 7 | 77 contacts → | ||||
Indirect evidence “Diaphanum Valores S.V.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 8 | 69 contacts → | ||||
Strong evidence “Leading financial services firm focused on investment and wealth management solutions.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 9 | 67 contacts → | ||||
Indirect evidence “MdF Family Partners es una empresa independiente de asesoramiento familiar y financiero a grandes patrimonios.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 10 | 65 contacts → | ||||
Partial evidence “Fineco is a financial institution devoted to providing global asset management and advice for to high-net-worth private clients, families, and institutions.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 11 | 61 contacts → | ||||
Indirect evidence “Tomamos partido por ti" Nos dedicamos a la asesoría independiente y personalizada en inversiones, colaborando con entidades financieras de primer nivel.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 12 | 60 contacts → | ||||
Strong evidence “EDM is a leading independent wealth and asset management company founded in 1989 and with 3,094m Euros in assets under management as of December 31st 2016.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 13 | 59 contacts → | ||||
Strong evidence “Expertos en Wealth Management.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 14 | 52 contacts → | ||||
Indirect evidence “Inversimply es la empresa líder en planificación financiera en España, ofreciendo un asesoramiento 360º en todos los aspectos financieros.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 15 | 49 contacts → | ||||
Partial evidence “Wealth Solutions, asesora a clientes de altos patrimonios tanto particulares como de instituciones (Fundaciones, ONG's, Sociedades de inversión, Single Family Offices, etc.) en…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 16 | 46 contacts → | ||||
Indirect evidence “Sabemos lo que para ti tiene valor.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 17 | 46 contacts → | ||||
Strong evidence “Andbank Wealth Management SGIIC SA es la gestora de insituciones de inversión colectiva del grupo Andbank España, una entidad especializada en gestión de patrimonios y…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 18 | 32 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 16, 2026Thanks. The Data Team will review it. | |||||
| 19 | 23 contacts → | ||||
Partial evidence “Welcome Asset Management es una firma de asesoramiento y gestión financiera que nace como una alternativa innovadora frente al entorno económico actual y las normativas del sector.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 20 | 21 contacts → | ||||
Indirect evidence “EFE & ENE somos la consultora multidisciplinar líder en ofrecer soluciones personalizadas de inversión, organización y protección de grandes patrimonios, grupos familiares y…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 21 | 20 contacts → | ||||
Strong evidence “We provide independent, international and individual financial planning and wealth management advice to clients all over the world.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 22 | 19 contacts → | ||||
Indirect evidence “Who we are: SJB Global specialises in providing fee-based financial planning to expats worldwide and work under the largest financial adviser network outside of the UK with USD 2…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 23 | 19 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 16, 2026Thanks. The Data Team will review it. | |||||
| 24 | 16 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 16, 2026Thanks. The Data Team will review it. | |||||
| 25 | 16 contacts → | ||||
Indirect evidence “A) Nuestra historia Acacia nace de la necesidad de un grupo de inversores de gestionar su patrimonio ante la inexistencia de una oferta de servicios patrimoniales atractiva.” 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 214 wealth management firms based in Spain
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Wealth management firms based in Spain at a glance
As of Sep 16, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Spain, so it is reported there. Company counts and contact totals on this page are exact for Spain, over 214 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 Spain 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 Spain 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, 440 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 Madrid90
- Wealth management firms in Barcelona39
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 Spain?
RevenueBase identified 214 wealth management firms headquartered in 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?
A&g, headquartered in Madrid, tops this list with the largest team on record.
Which city has the most wealth management firms?
Madrid leads with 90 headquartered companies, followed by Barcelona (39) and Valencia (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 440 verified decision-maker contacts tracked across these 214 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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