Company lists · Data refreshed November 2026

Top 11 Wealth management platforms based in Milan, Italy

RevenueBase identified 30 company matches for wealth management platforms associated with Milan, Italy as of November 2026 and tracks 2,722 professional contacts across them, including 900 with verified work emails. Across Italy, Milan is the largest hub for this category.

This list covers company matches for wealth management platforms associated with Milan, Italy, 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 November 5, 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 Nov 5, 2026 How this list was built
30Companies
2,722Contacts tracked
900Verified emails
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The 11 largest wealth management platforms based in Milan, Italy

Ranked by team size
Top 11 of 30 company matches for wealth management platforms based in Milan, Italy, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 5, 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 matchMilan, ItalyHQ recorded Nov 5, 2026501-1,0001,537 contacts →

Exact match

“All’avanguardia da 50 anni, per dare giusto valore al tempo.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
2Exact matchMilan, ItalyHQ recorded Nov 5, 202610001+296 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
3Exact matchMilan, ItalyHQ recorded Nov 5, 202651-200254 contacts →

Exact match

“Kairos was founded in as an entrepreneurial initiative in the asset management sector.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
4Exact matchMilan, ItalyHQ recorded Nov 5, 202611-5080 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
5Exact matchMilan, ItalyHQ recorded Nov 5, 202651-20066 contacts →

Exact match

“We are the ideal partner to support the transformation involving in the FinTech, Wealth Management and RegTech sectors, linked to technological and process innovation.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
6Exact matchMilan, ItalyHQ recorded Nov 5, 202611-5030 contacts →

Exact match

“Gamma Capital Markets Succursale italiana è formata da un team di professionisti appassionati e metodici nel ricercare le migliori soluzioni di investimento.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
7Exact matchMilan, ItalyHQ recorded Nov 5, 202651-20019 contacts →

Exact match

“Siamo una società di intermediazione mobiliare che, con elevata professionalità e consolidati livelli di competenza, supporta la propria clientela, istituzionale e privata…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
8Exact matchMilan, ItalyHQ recorded Nov 5, 20261-108 contacts →

Exact match

“Panrhema SCF è una Società di Consulenza Finanziaria Indipendente che opera nell’interesse esclusivo dei propri clienti privati e istituzionali.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
9Exact matchMilan, ItalyHQ recorded Nov 5, 202611-507 contacts →

Exact match

“Euclidea is an exciting FinTech, based in Milan, that is aggressively challenging the status quo in the European Wealth Management space through innovations in Investments…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
10Exact matchMilan, ItalyHQ recorded Nov 5, 20261-103 contacts →

Exact match

“Progettiamo soluzioni applicative in ambito Wealth Tech.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
11Exact matchMilan, ItalyHQ recorded Nov 5, 202611-503 contacts →

Exact match

“VOICES OF WEALTH is the first Market place and Multimedia platform in Europe dedicated to the Digital transformation of the Wealth Management industry.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase

Showing 11 of 30 wealth management platforms based in Milan, Italy

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Wealth management platforms based in Milan, Italy at a glance

As of Nov 5, 2026
33.1%Verified-email coverage
90.7Average contacts per company
11-50Median size (employees)
Nov 5, 2026Page data refreshed

Companies by employee count

1-10
8
11-50
14
51-200
5
201-500
1
501-1,000
1
10001+
1

Email recency for this list is measured across the whole Italy list rather than for Milan, so it is reported there. Company counts and contact totals on this page are exact for Milan, over 30 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 Milan, Italy whose business descriptions match “wealth management platforms” 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 900 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 November 5, 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 platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management platforms are there based in Milan, Italy?

RevenueBase identified 30 company matches for wealth management platforms associated with Milan, Italy as of November 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?

Allianz Bank Financial Advisors tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Italy has the most wealth management platforms?

Milan leads Italy with 30 company records, followed by Turin (4) and Rome (3).

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 900 professional contacts with verified work emails tracked across these 30 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 November 5, 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.