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
Showing 17 Companies
| Company | City | Founded | Focus | Services | Target Customers | Business Model | Revenue Model | Employees | Funding Stage | |
|---|---|---|---|---|---|---|---|---|---|---|
|
|
Plannix
Make the right decisions with your money. |
|
2023 |
Financial Planning
Wealth Technology
+4
|
— | — | — | — | 19 | Pre Seed |
|
|
MintWatch
The true value of time |
|
2022 |
Luxury Watch Resale
Blockchain Technology
+12
|
— | — | — | — | 1 | Pre Seed |
|
|
WAVENURE
WAVENURE uses AI and financial analysis to improve inve… |
|
2016 |
AI-based Investments
Financial Analysis
+8
|
— | — | — | — | — | — |
|
|
360TRACK
Transforming the way millennials manage their wealth an… |
|
2022 |
WealthTech
FinTech
+11
|
— | — | — | — | 1 | — |
|
|
Prometeia
Proficient innovators. Proactive thinkers. Proud souls. |
|
1974 |
Consulting Services
Economic Research
+7
|
— | — | — | — | 1,196 | — |
|
|
Tosetti Value - Il Family offi...
Family Office |
|
1997 |
Multi-Family Office
Financial Advisory
+3
|
— | — | — | — | 17 | — |
|
|
D&S - De Dominicis & Soci - St... |
|
2017 |
Financial Services
|
— | — | — | — | 2 | — |
|
|
Scouting Capital & Family Advi... |
|
2001 |
Finance
|
— | — | — | — | 41 | — |
|
|
SIgla Credit
Prestiti personali per progetti reali. |
|
2005 |
Consumer Credit
Personal Loans
+12
|
— | — | — | — | 208 | — |
|
|
Qadra
We build state-of-the-art software solutions for the we… |
|
2018 |
Wealth Tech
Investment Experience
+4
|
— | — | — | — | 9 | — |
|
|
Consultique SCF S.p.A.
La nostra missione è diffondere la consulenza finanziar… |
|
2001 |
Independent Financial Analys...
Financial Consultancy
+12
|
— | — | — | — | 37 | — |
|
|
Alternative Capital Partners S...
Sustainable investing for a better world |
|
2018 |
Sustainable Investing
Asset Management
+13
|
— | — | — | — | 21 | — |
|
|
AcomeA SGR S.p.A.
Ci prendiamo cura dei tuoi risparmi senza compromessi,… |
|
2010 |
Investment Management
Value Investing
+5
|
— | — | — | — | 53 | — |
|
|
MC_Advisory |
|
2014 |
Financial Services
|
— | — | — | — | 6 | — |
|
|
Unifortune Asset Management SG... |
|
2000 |
Finance
Financial Services
|
— | — | — | — | 9 | — |
|
|
Mediobanca SGR |
|
1946 |
Financial Services
Banking
|
— | — | — | — | 60 | — |
|
|
Romana Maceri |
|
— |
Sustainability
|
— | — | — | — | 30 | — |
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17 Wealth Management Companies in Italy
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