Company lists · Data refreshed September 2026

Top 14 Wealth tech companies based in Italy

RevenueBase identified 28 company matches for wealth tech companies associated with Italy as of September 2026 and tracks 5,257 professional contacts across them, including 478 with verified work emails. Milan is the largest hub.

This list covers company matches for wealth tech companies associated with 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 September 22, 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 22, 2026 How this list was built
28Companies
5,257Contacts tracked
478Verified emails
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The 14 largest wealth tech companies based in Italy

Ranked by team size
Top 14 of 28 company matches for wealth tech companies based in Italy, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 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 Sep 22, 20261,001-5,0004,150 contacts →

Exact match

“FinecoBank is one of the most important FinTech banks in Europe.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2Exact matchMilan, ItalyHQ recorded Sep 22, 2026201-500838 contacts →

Exact match

“Un punto di riferimento sul mercato per l’innovazione e per il modello di business unico basato sul binomio tra digitale e relazione, Banca Widiba offre una piattaforma online…”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3Exact matchMilan, ItalyHQ recorded Sep 22, 202651-20096 contacts →

Exact match

“Firstance is the leading European Wealth Tech platform in the private insurance market, providing customized services to partners and clients, leveraging cutting edge technology…”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4Exact matchRome, ItalyHQ recorded Sep 22, 20261-1010 contacts →

Exact match

“Earnext è il punto di riferimento in cui poche piattaforme si incontrano: aggregazione reale e automatica insieme alla pianificazione, pensate per i consulenti del patrimonio…”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5Exact matchMilan, ItalyHQ recorded Sep 22, 20261-1010 contacts →

Exact match

“Qadra delivers State-of-the-Art software solutions that improve investment experience for private clients and wealth managers.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6Exact matchMilan, ItalyHQ recorded Sep 22, 20261-109 contacts →

Exact match

“Fra i primi in Italia a offrire ai risparmiatori una consulenza non fintamente attiva e non in conflitto d'interessi.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7Exact matchFlorence, ItalyHQ recorded Sep 22, 20261-109 contacts →

Exact match

“InvestPlan è una società di consulenza finanziaria indipendente.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8Exact matchMilan, ItalyHQ recorded Sep 22, 20261-107 contacts →

Exact match

“Klear is an innovative startup reshaping wealth management by providing a fully digital and independent solution.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9Exact matchMilan, ItalyHQ recorded Sep 22, 20261-105 contacts →

Exact match

“FlexGrowth è la piattaforma fintech che ti aiuta a pianificare, investire e raggiungere i tuoi obiettivi finanziari, in modo semplice ed efficace.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10Exact matchMilan, ItalyHQ recorded Sep 22, 20261-104 contacts →

Exact match

“Progettiamo soluzioni applicative in ambito Wealth Tech.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11Exact matchMilan, ItalyHQ recorded Sep 22, 202611-504 contacts →

Exact match

“ClubDeal Digital è la prima piattaforma wealth tech al servizio degli investimenti in private asset.”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12Exact matchBologna, ItalyHQ recorded Sep 22, 20261-104 contacts →

Exact match

“Deltahedge è la nuova piattaforma di analisi finanziaria per il wealth management- Valutazione fondi e ETF - Ricerca e comparazione avanzata - Analisi e construzione di…”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13Exact matchMilan, ItalyHQ recorded Sep 22, 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 · Sep 22, 2026 · View company records in RevenueBase
14Exact matchMilan, ItalyHQ recorded Sep 22, 20261-102 contacts →

Exact match

“BXT.ai 🤖: Elevating Your Investment Experience with Artificial Intelligence At BXT.ai, we are committed to transforming the investment landscape by combining advanced artificial…”

Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase

Showing 14 of 28 wealth tech companies based in Italy

See the full list, filter by size, metro and specialty, and access 478 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth tech companies based in Italy at a glance

As of Sep 22, 2026
9.1%Verified-email coverage
187.8Average contacts per company
1-10Median size (employees)
60.7%Largest-city concentration · Milan
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
17
11-50
6
51-200
3
201-500
1
1,001-5,000
1

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 28 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 Italy whose business descriptions match “wealth tech companies” 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 478 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 22, 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 tech companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth tech companies are there based in Italy?

RevenueBase identified 28 company matches for wealth tech companies associated with Italy 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?

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

Which city has the most wealth tech companies?

Milan leads with 17 company records, followed by Rome (4) and Bologna (1).

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 478 professional contacts with verified work emails tracked across these 28 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 22, 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.