Italy flag Wealth Management · Italy

Top Wealth Management Companies in Italy (2026 Update)

BounceWatch lists 17 Wealth Management companies in Italy. Half were founded in 2012 or later. 12% have a recorded funding round. Most are based in Milano, Milan and Turin.

Companies
17
Median founded
2012
of 16 with a year
Raised funding
12%
2 companies
Most common size
1-10
employees
Cities Milano 5 Milan 4 Turin 2 Bologna 1 Albano Laziale 1
Focus Financial Advisory Consulting Services

Showing 17 Companies

Company City Founded Focus Services Target Customers Business Model Revenue Model Employees Funding Stage
Plannix
Plannix

Make the right decisions with your money.

Italy Italy 2023
Financial Planning Wealth Technology +4
— — — — 19 Pre Seed
MintWatch
MintWatch

The true value of time

Italy Italy 2022
Luxury Watch Resale Blockchain Technology +12
— — — — 1 Pre Seed
WAVENURE
WAVENURE

WAVENURE uses AI and financial analysis to improve inve…

Italy Italy 2016
AI-based Investments Financial Analysis +8
— — — — — —
360TRACK
360TRACK

Transforming the way millennials manage their wealth an…

Italy Italy 2022
WealthTech FinTech +11
— — — — 1 —
Prometeia
Prometeia

Proficient innovators. Proactive thinkers. Proud souls.

Italy Italy 1974
Consulting Services Economic Research +7
— — — — 1,196 —
Tosetti Value - Il Family office
Tosetti Value - Il Family offi...

Family Office

Italy Italy 1997
Multi-Family Office Financial Advisory +3
— — — — 17 —
D&S - De Dominicis & Soci - Studio Associato Commerciale e Tributario
D&S - De Dominicis & Soci - St... Italy Italy 2017
Financial Services
— — — — 2 —
Scouting Capital & Family Advisors
Scouting Capital & Family Advi... Italy Italy 2001
Finance
— — — — 41 —
SIgla Credit
SIgla Credit

Prestiti personali per progetti reali.

Italy Italy 2005
Consumer Credit Personal Loans +12
— — — — 208 —
Qadra
Qadra

We build state-of-the-art software solutions for the we…

Italy Italy 2018
Wealth Tech Investment Experience +4
— — — — 9 —
Consultique SCF S.p.A.
Consultique SCF S.p.A.

La nostra missione è diffondere la consulenza finanziar…

Italy Italy 2001
Independent Financial Analys... Financial Consultancy +12
— — — — 37 —
Alternative Capital Partners SGR Spa
Alternative Capital Partners S...

Sustainable investing for a better world

Italy Italy 2018
Sustainable Investing Asset Management +13
— — — — 21 —
AcomeA SGR S.p.A.
AcomeA SGR S.p.A.

Ci prendiamo cura dei tuoi risparmi senza compromessi,…

Italy Italy 2010
Investment Management Value Investing +5
— — — — 53 —
MC_Advisory
MC_Advisory Italy Italy 2014
Financial Services
— — — — 6 —
Unifortune Asset Management SGR
Unifortune Asset Management SG... Italy Italy 2000
Finance Financial Services
— — — — 9 —
Mediobanca SGR
Mediobanca SGR Italy Italy 1946
Financial Services Banking
— — — — 60 —
Romana Maceri
Romana Maceri Italy Italy —
Sustainability
— — — — 30 —

Analytics cookies (ours + Google). Cookie Policy

Book a demo 30 minutes