Company lists · Data refreshed September 2026
Top 25 Asset and wealth management consulting firms based in Portugal
RevenueBase identified 86 company matches for asset and wealth management consulting firms associated with Portugal as of September 2026 and tracks 985 professional contacts across them, including 470 with verified work emails. Lisbon is the largest hub.
This list covers company matches for asset and wealth management consulting firms associated with Portugal, 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 21, 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.
The 25 largest asset and wealth management consulting firms based in Portugal
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 353 contacts → | ||||
Exact match “No BiG acreditamos que todos os dias são uma nova oportunidade para tomar melhores decisões financeiras.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 2 | 125 contacts → | ||||
Exact match “Carregosa celebrated 190 years in the financial sector in 2023.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 3 | 81 contacts → | ||||
Exact match “Golden Wealth Management is the corporate brand of Golden in the financial field.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 4 | 34 contacts → | ||||
Exact match “A GNB Gestão de Ativos é a gestora de ativos do Grupo novobanco e foi fundada em 1992, tendo a sua sede em Lisboa, desde então.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 5 | 23 contacts → | ||||
Exact match “We are one of the largest independent financial asset managers in Portugal.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 6 | 21 contacts → | ||||
Exact match “At MTK CONSULTING, we are specialists in Financial Consulting, Accounting and Taxation, Investment Projects, Private Equity and Venture Capital.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 7 | 20 contacts → | ||||
Exact match “deVere Portugal is part of one of the world’s leading financial advisory organisations, with more than $10bn under advice from over clients in 100 countries.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 8 | 19 contacts → | ||||
Exact match “A Mii Capital desenvolve a sua actividade em duas áreas de negócio: Corporate Advisory e Financial Planning (Planeamento Financeiro Individual).” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 9 | 14 contacts → | ||||
Exact match “GPI Europe is a full-service wealth management firm delivering intelligent financial solutions for every stage of your journey.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 10 | 14 contacts → | ||||
Exact match “Heed Capital - Your global navigator in asset management, specializing in investment funds and financial advisory across diverse geographies.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 11 | 13 contacts → | ||||
Exact match “Formed out of a young and dynamic team, Westmon is a company specialised in consolidation and analysis of financial assets and is an entity of DAPM SA, based in Geneva…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 12 | 12 contacts → | ||||
Exact match “Somos uma empresa jovem no mercado com consultores com mais de 15 anos de experiência e conhecimento no sector nacional e internacional.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 13 | 12 contacts → | ||||
Exact match “As melhores opções para rentabilizar o seu Património.+ Investimentos disponíveis em todos os Países Europeus.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 14 | 10 contacts → | ||||
Exact match “Optimal Investments provides Investment Banking advisory services ranging from Corporate Finance and Fundraising to advisory in Alternative Investments (e.g.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “FALLWALLS support managers and business owners, advising and implementing plans in management areas: Finance:(Foundations; Optimization; Automatization; Control; Outsourcing)…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “A Private Solutions é uma empresa especializada em consultoria financeira para particulares.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 17 | 6 contacts → | ||||
Exact match “One Advice Private Management is an international consultancy operating as a multi-family office, dedicated to managing and protecting the assets of families and privately held…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 18 | 5 contacts → | ||||
Exact match “TRX is a leading global merchant banking and advisory boutique providing diversified and independent financial, commercial, and consulting services to a diverse and broad client…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “Insignya Capital Partners provides sophisticated services to the unique needs of mid-sized companies and investors.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match “A Cydonia Ventures é uma empresa especializada, que atua nas áreas de investimento, gestão e fiscalidade, prestando um serviço de excelência a um amplo conjunto de clientes.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “Alma Domus is an investment consulting company that develops an exclusive and personalized management of investment properties in the Real Estate sector.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “Em 2019, transformei a minha visão de gestão e investimento numa missão concreta: apoiar pessoas e empresas a crescer com estratégia, proximidade e propósito.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “Agni Consulting Partners is a boutique financial and management consulting firm with a global reach and international expertise.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “ARS Consultores is an internationally renowned company dedicated to consulting and providing corporate finance, M&A, business strategy and management consulting services, whose…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “A Segurmeira é uma empresa especializada na mediação de seguros e no aconselhamento de investimentos para particulares e para empresas.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “asset and wealth management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 86 asset and wealth management consulting firms based in Portugal
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Asset and wealth management consulting firms based in Portugal at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Portugal, so it is reported there. Company counts and contact totals on this page are exact for Portugal, over 86 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 Portugal whose business descriptions match “asset and wealth management consulting firms” 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 470 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 21, 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 “asset and wealth management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset and wealth management consulting firms are there based in Portugal?
RevenueBase identified 86 company matches for asset and wealth management consulting firms associated with Portugal 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?
Banco DE Investimento Global tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most asset and wealth management consulting firms?
Lisbon leads with 46 company records, followed by Porto (13) and Vila Nova De Gaia (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 470 professional contacts with verified work emails tracked across these 86 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 21, 2026.
Ready to reach these companies? Verified emails and direct dials for all 86 asset and wealth management consulting firms based in Portugal. Start with a free account, no credit card.
Download this list →Related lists
Asset and wealth management consulting firms by geography
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- Asset and wealth management consulting firms based in Sydney, Australia
- Asset and wealth management consulting firms based in Belo Horizonte, Brazil
- Asset and wealth management consulting firms based in Curitiba, Brazil
- Asset and wealth management consulting firms based in Porto Alegre, Brazil
- Asset and wealth management consulting firms based in Rio De Janeiro, Brazil
- Asset and wealth management consulting firms based in Sao Paulo, Brazil
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.
More company lists
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Company intelligence · public preview
Top 25 asset and wealth management consulting firms based in Portugal
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 86 matching company records for asset and wealth management consulting firms based in Portugal, with 985 tracked contacts and 470 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 asset and wealth management consulting firms based in Portugal
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: Lisbon, PortugalReported employees: 201-500 | Lisbon, Portugal | 201-500 | Exact match | 353 contacts → |
“No BiG acreditamos que todos os dias são uma nova oportunidade para tomar melhores decisões financeiras.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Banco Carregosabancocarregosa.com HQ: Porto, PortugalReported employees: 51-200 | Porto, Portugal | 51-200 | Exact match | 125 contacts → |
“Carregosa celebrated 190 years in the financial sector in 2023.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Golden Wealth Managementgoldenwm.ptHQ: Porto, PortugalReported employees: 51-200 | Porto, Portugal | 51-200 | Exact match | 81 contacts → |
“Golden Wealth Management is the corporate brand of Golden in the financial field.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  GNB Gestão DE Ativosgnbga.ptHQ: Lisbon, PortugalReported employees: 51-200 | Lisbon, Portugal | 51-200 | Exact match | 34 contacts → |
“A GNB Gestão de Ativos é a gestora de ativos do Grupo novobanco e foi fundada em 1992, tendo a sua sede em Lisboa, desde então.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Atrium Portfolio Managersatrium.ptHQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 23 contacts → |
“We are one of the largest independent financial asset managers in Portugal.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  MTK Consultingmtkconsulting.ptHQ: Barcelos, PortugalReported employees: 11-50 | Barcelos, Portugal | 11-50 | Exact match | 21 contacts → |
“At MTK CONSULTING, we are specialists in Financial Consulting, Accounting and Taxation, Investment Projects, Private Equity and Venture Capital.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Devere Portugaldevere-portugal.ptHQ: Vila Nova De Gaia, PortugalReported employees: 11-50 | Vila Nova De Gaia, Portugal | 11-50 | Exact match | 20 contacts → |
“deVere Portugal is part of one of the world’s leading financial advisory organisations, with more than $10bn under advice from over clients in 100 countries.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | MII Capitalmii-capital.com HQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 19 contacts → |
“A Mii Capital desenvolve a sua actividade em duas áreas de negócio: Corporate Advisory e Financial Planning (Planeamento Financeiro Individual).” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  GPI Europegpieurope.euHQ: Funchal, PortugalReported employees: 11-50 | Funchal, Portugal | 11-50 | Exact match | 14 contacts → |
“GPI Europe is a full-service wealth management firm delivering intelligent financial solutions for every stage of your journey.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Heed Capital Sgoic, S.Aheedcap.comHQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 14 contacts → |
“Heed Capital - Your global navigator in asset management, specializing in investment funds and financial advisory across diverse geographies.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Westmonwestmon.netHQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 13 contacts → |
“Formed out of a young and dynamic team, Westmon is a company specialised in consolidation and analysis of financial assets and is an entity of DAPM SA, based in Geneva…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  DP Financial Partnersdp-fp.comHQ: Sintra, PortugalReported employees: 11-50 | Sintra, Portugal | 11-50 | Exact match | 12 contacts → |
“Somos uma empresa jovem no mercado com consultores com mais de 15 anos de experiência e conhecimento no sector nacional e internacional.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  BIZ Groupbizgroup.euHQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 12 contacts → |
“As melhores opções para rentabilizar o seu Património.+ Investimentos disponíveis em todos os Países Europeus.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Optimal Investmentsoptimalinvestments.ptHQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 10 contacts → |
“Optimal Investments provides Investment Banking advisory services ranging from Corporate Finance and Fundraising to advisory in Alternative Investments (e.g.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Fallwallsfallwalls.comHQ: Maia, PortugalReported employees: 1-10 | Maia, Portugal | 1-10 | Exact match | 8 contacts → |
“FALLWALLS support managers and business owners, advising and implementing plans in management areas: Finance:(Foundations; Optimization; Automatization; Control; Outsourcing)…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Private Solutionsprivatesolutions.ptHQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 7 contacts → |
“A Private Solutions é uma empresa especializada em consultoria financeira para particulares.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | ONE Adviceoneadvice.biz HQ: Lisbon, PortugalReported employees: 1-10 | Lisbon, Portugal | 1-10 | Exact match | 6 contacts → |
“One Advice Private Management is an international consultancy operating as a multi-family office, dedicated to managing and protecting the assets of families and privately held…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  TRX Global Boutique Merchant Banktrxinvest.comHQ: Cascais, PortugalReported employees: 51-200 | Cascais, Portugal | 51-200 | Exact match | 5 contacts → |
“TRX is a leading global merchant banking and advisory boutique providing diversified and independent financial, commercial, and consulting services to a diverse and broad client…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Insignya Capital Partnersinsignyacapital.comHQ: Porto, PortugalReported employees: 1-10 | Porto, Portugal | 1-10 | Exact match | 4 contacts → |
“Insignya Capital Partners provides sophisticated services to the unique needs of mid-sized companies and investors.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Cydonia Venturescydonia.ptHQ: Lisbon, PortugalReported employees: 1-10 | Lisbon, Portugal | 1-10 | Exact match | 4 contacts → |
“A Cydonia Ventures é uma empresa especializada, que atua nas áreas de investimento, gestão e fiscalidade, prestando um serviço de excelência a um amplo conjunto de clientes.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Alma Domusalmadomus.ptHQ: Porto, PortugalReported employees: 1-10 | Porto, Portugal | 1-10 | Exact match | 4 contacts → |
“Alma Domus is an investment consulting company that develops an exclusive and personalized management of investment properties in the Real Estate sector.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Paulo Castropaulocastro.ptHQ: Espinho, PortugalReported employees: 1-10 | Espinho, Portugal | 1-10 | Exact match | 3 contacts → |
“Em 2019, transformei a minha visão de gestão e investimento numa missão concreta: apoiar pessoas e empresas a crescer com estratégia, proximidade e propósito.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Agni Consulting Partnersagni-cp.comHQ: Lisbon, PortugalReported employees: 1-10 | Lisbon, Portugal | 1-10 | Exact match | 2 contacts → |
“Agni Consulting Partners is a boutique financial and management consulting firm with a global reach and international expertise.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  ARS Consultoresarsconsultores.ptHQ: Viseu, PortugalReported employees: 1-10 | Viseu, Portugal | 1-10 | Exact match | 2 contacts → |
“ARS Consultores is an internationally renowned company dedicated to consulting and providing corporate finance, M&A, business strategy and management consulting services, whose…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Segurmeirasegurmeira.ptHQ: Avelãs De Caminho, PortugalReported employees: 1-10 | Avelãs De Caminho, Portugal | 1-10 | Exact match | 2 contacts → |
“A Segurmeira é uma empresa especializada na mediação de seguros e no aconselhamento de investimentos para particulares e para empresas.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 86 company matches
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Asset and wealth management consulting firms: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
86 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Portugal, so it is reported there. Company counts and contact totals on this page are exact for Portugal, over 86 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for asset and wealth management consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset and wealth management consulting firms did RevenueBase find based in Portugal?
The saved snapshot records 86 matching company records, 985 tracked contacts and 470 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Asset and wealth management consulting firms by geography
- Asset and wealth management consulting firms based in Adelaide, Australia
- Asset and wealth management consulting firms based in Brisbane City, Australia
- Asset and wealth management consulting firms based in Brisbane, Australia
- Asset and wealth management consulting firms based in Melbourne, Australia
- Asset and wealth management consulting firms based in North Sydney, Australia
- Asset and wealth management consulting firms based in Perth, Australia
- Asset and wealth management consulting firms based in Sydney, Australia
- Asset and wealth management consulting firms based in Belo Horizonte, Brazil
- Asset and wealth management consulting firms based in Curitiba, Brazil
- Asset and wealth management consulting firms based in Porto Alegre, Brazil
- Asset and wealth management consulting firms based in Rio De Janeiro, Brazil
- Asset and wealth management consulting firms based in Sao Paulo, Brazil
Cite this list
RevenueBase Data Team. Top 25 asset and wealth management consulting firms based in Portugal. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-and-wealth-management-consulting-firms/portugal.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Asset and wealth management consulting firms based in Adelaide, Australia
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Company intelligence · public preview
Top 25 asset and wealth management consulting firms based in Portugal
RevenueBase records 86 matching company records for asset and wealth management consulting firms based in Portugal, with 985 tracked contacts and 470 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 asset and wealth management consulting firms based in Portugal
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: Lisbon, PortugalReported employees: 201-500 | Lisbon, Portugal | 201-500 | Exact match | 353 contacts → |
“No BiG acreditamos que todos os dias são uma nova oportunidade para tomar melhores decisões financeiras.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Banco Carregosabancocarregosa.com HQ: Porto, PortugalReported employees: 51-200 | Porto, Portugal | 51-200 | Exact match | 125 contacts → |
“Carregosa celebrated 190 years in the financial sector in 2023.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Golden Wealth Managementgoldenwm.pt HQ: Porto, PortugalReported employees: 51-200 | Porto, Portugal | 51-200 | Exact match | 81 contacts → |
“Golden Wealth Management is the corporate brand of Golden in the financial field.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | GNB Gestão DE Ativosgnbga.pt HQ: Lisbon, PortugalReported employees: 51-200 | Lisbon, Portugal | 51-200 | Exact match | 34 contacts → |
“A GNB Gestão de Ativos é a gestora de ativos do Grupo novobanco e foi fundada em 1992, tendo a sua sede em Lisboa, desde então.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Atrium Portfolio Managersatrium.pt HQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 23 contacts → |
“We are one of the largest independent financial asset managers in Portugal.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | MTK Consultingmtkconsulting.pt HQ: Barcelos, PortugalReported employees: 11-50 | Barcelos, Portugal | 11-50 | Exact match | 21 contacts → |
“At MTK CONSULTING, we are specialists in Financial Consulting, Accounting and Taxation, Investment Projects, Private Equity and Venture Capital.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Devere Portugaldevere-portugal.pt HQ: Vila Nova De Gaia, PortugalReported employees: 11-50 | Vila Nova De Gaia, Portugal | 11-50 | Exact match | 20 contacts → |
“deVere Portugal is part of one of the world’s leading financial advisory organisations, with more than $10bn under advice from over clients in 100 countries.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | MII Capitalmii-capital.com HQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 19 contacts → |
“A Mii Capital desenvolve a sua actividade em duas áreas de negócio: Corporate Advisory e Financial Planning (Planeamento Financeiro Individual).” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | GPI Europegpieurope.eu HQ: Funchal, PortugalReported employees: 11-50 | Funchal, Portugal | 11-50 | Exact match | 14 contacts → |
“GPI Europe is a full-service wealth management firm delivering intelligent financial solutions for every stage of your journey.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Heed Capital Sgoic, S.Aheedcap.com HQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 14 contacts → |
“Heed Capital - Your global navigator in asset management, specializing in investment funds and financial advisory across diverse geographies.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Westmonwestmon.net HQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 13 contacts → |
“Formed out of a young and dynamic team, Westmon is a company specialised in consolidation and analysis of financial assets and is an entity of DAPM SA, based in Geneva…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | DP Financial Partnersdp-fp.com HQ: Sintra, PortugalReported employees: 11-50 | Sintra, Portugal | 11-50 | Exact match | 12 contacts → |
“Somos uma empresa jovem no mercado com consultores com mais de 15 anos de experiência e conhecimento no sector nacional e internacional.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | BIZ Groupbizgroup.eu HQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 12 contacts → |
“As melhores opções para rentabilizar o seu Património.+ Investimentos disponíveis em todos os Países Europeus.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Optimal Investmentsoptimalinvestments.pt HQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 10 contacts → |
“Optimal Investments provides Investment Banking advisory services ranging from Corporate Finance and Fundraising to advisory in Alternative Investments (e.g.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Fallwallsfallwalls.com HQ: Maia, PortugalReported employees: 1-10 | Maia, Portugal | 1-10 | Exact match | 8 contacts → |
“FALLWALLS support managers and business owners, advising and implementing plans in management areas: Finance:(Foundations; Optimization; Automatization; Control; Outsourcing)…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Private Solutionsprivatesolutions.pt HQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 7 contacts → |
“A Private Solutions é uma empresa especializada em consultoria financeira para particulares.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | ONE Adviceoneadvice.biz HQ: Lisbon, PortugalReported employees: 1-10 | Lisbon, Portugal | 1-10 | Exact match | 6 contacts → |
“One Advice Private Management is an international consultancy operating as a multi-family office, dedicated to managing and protecting the assets of families and privately held…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | TRX Global Boutique Merchant Banktrxinvest.com HQ: Cascais, PortugalReported employees: 51-200 | Cascais, Portugal | 51-200 | Exact match | 5 contacts → |
“TRX is a leading global merchant banking and advisory boutique providing diversified and independent financial, commercial, and consulting services to a diverse and broad client…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Insignya Capital Partnersinsignyacapital.com HQ: Porto, PortugalReported employees: 1-10 | Porto, Portugal | 1-10 | Exact match | 4 contacts → |
“Insignya Capital Partners provides sophisticated services to the unique needs of mid-sized companies and investors.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Cydonia Venturescydonia.pt HQ: Lisbon, PortugalReported employees: 1-10 | Lisbon, Portugal | 1-10 | Exact match | 4 contacts → |
“A Cydonia Ventures é uma empresa especializada, que atua nas áreas de investimento, gestão e fiscalidade, prestando um serviço de excelência a um amplo conjunto de clientes.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Alma Domusalmadomus.pt HQ: Porto, PortugalReported employees: 1-10 | Porto, Portugal | 1-10 | Exact match | 4 contacts → |
“Alma Domus is an investment consulting company that develops an exclusive and personalized management of investment properties in the Real Estate sector.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Paulo Castropaulocastro.pt HQ: Espinho, PortugalReported employees: 1-10 | Espinho, Portugal | 1-10 | Exact match | 3 contacts → |
“Em 2019, transformei a minha visão de gestão e investimento numa missão concreta: apoiar pessoas e empresas a crescer com estratégia, proximidade e propósito.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Agni Consulting Partnersagni-cp.com HQ: Lisbon, PortugalReported employees: 1-10 | Lisbon, Portugal | 1-10 | Exact match | 2 contacts → |
“Agni Consulting Partners is a boutique financial and management consulting firm with a global reach and international expertise.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | ARS Consultoresarsconsultores.pt HQ: Viseu, PortugalReported employees: 1-10 | Viseu, Portugal | 1-10 | Exact match | 2 contacts → |
“ARS Consultores is an internationally renowned company dedicated to consulting and providing corporate finance, M&A, business strategy and management consulting services, whose…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Segurmeirasegurmeira.pt HQ: Avelãs De Caminho, PortugalReported employees: 1-10 | Avelãs De Caminho, Portugal | 1-10 | Exact match | 2 contacts → |
“A Segurmeira é uma empresa especializada na mediação de seguros e no aconselhamento de investimentos para particulares e para empresas.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 86 company matches
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Asset and wealth management consulting firms: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
86 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Portugal, so it is reported there. Company counts and contact totals on this page are exact for Portugal, over 86 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for asset and wealth management consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset and wealth management consulting firms did RevenueBase find based in Portugal?
The saved snapshot records 86 matching company records, 985 tracked contacts and 470 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 asset and wealth management consulting firms based in Portugal. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-and-wealth-management-consulting-firms/portugal.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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