Company lists · Data refreshed September 2026

Top 14 Wealth management platforms based in Spain

RevenueBase identified 76 wealth management platforms headquartered in Spain as of September 2026 and tracks 2,184 professional contacts across them, including 454 with verified work emails. Madrid is the largest hub.

This list covers wealth management platforms 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 14, 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 14, 2026 86% judged on-target in blind review
76Companies
2,184Contacts tracked
454Verified emails
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The 14 largest wealth management platforms based in Spain

Ranked by team size
Top 14 of 76 wealth management platforms based in Spain, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management platforms: 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 evidenceMadrid, SpainHQ checked Sep 14, 20261,001-5,000104 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 14, 2026
2Strong evidenceMadrid, SpainHQ checked Sep 14, 202651-20093 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 14, 2026
3Strong evidencePozuelo De Alarcón, SpainHQ checked Sep 14, 202651-20066 contacts →

Strong evidence

“TechRules leading the digital revolution in Wealth and Asset Management.”

Source: RevenueBase Database · checked Sep 14, 2026
4Partial evidenceBilbao-bilbo, SpainHQ checked Sep 14, 202651-20065 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 14, 2026
5Strong evidenceValencia, SpainHQ checked Sep 14, 202651-20059 contacts →

Strong evidence

“Expertos en Wealth Management.”

Source: RevenueBase Database · checked Sep 14, 2026
6Partial evidenceMadrid, SpainHQ checked Sep 14, 202651-20049 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 14, 2026
7Strong evidenceMadrid, SpainHQ checked Sep 14, 202611-5046 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 14, 2026
8Strong evidenceMadrid, SpainHQ checked Sep 14, 202611-5020 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 14, 2026
9Indirect evidenceBilbao, SpainHQ checked Sep 14, 202611-5016 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 14, 2026
10Strong evidenceMadrid, SpainHQ checked Sep 14, 202651-20013 contacts →

Strong evidence

“Finletic is a fintech asset management company with the mission of offering the highest standards of wealth management to every investor.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceGijón, SpainHQ checked Sep 14, 20261-109 contacts →

Indirect evidence

“El patrimonio que una familia ha construido durante generaciones merece ser entendido, no solo administrado.”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceBarcelona, SpainHQ checked Sep 14, 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 14, 2026
13Strong evidenceHuesca, SpainHQ checked Sep 14, 20261-103 contacts →

Strong evidence

“Quality Finance Wealth Management es una firma de asesoramiento financiero especializada en planificación patrimonial personalizada.”

Source: RevenueBase Database · checked Sep 14, 2026
14Strong evidenceValencia, SpainHQ checked Sep 14, 202611-502 contacts →

Strong evidence

“The wealth management platform - info@fundsfy.com”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 14 of 76 wealth management platforms based in Spain

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Wealth management platforms based in Spain at a glance

As of Sep 14, 2026
20.8%Verified-email coverage
28.7Average contacts per company
1-10Median size (employees)
40.8%Largest-city concentration · Madrid
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
42
11-50
21
51-200
8
201-500
1
501-1,000
1
1,001-5,000
1
10001+
2

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 76 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 platforms, 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 platforms”. 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 platforms), 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 platforms, 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, 454 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 14, 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 platforms by metro

  • Wealth management platforms in Madrid31

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 platforms, 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 platforms are there based in Spain?

RevenueBase identified 76 wealth management platforms 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?

AXA Exclusiv, headquartered in Madrid, tops this list with the largest team on record.

Which city has the most wealth management platforms?

Madrid leads with 31 headquartered companies, followed by Barcelona (17) and Valencia (5).

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 454 verified decision-maker contacts tracked across these 76 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 14, 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.