Company lists · Data refreshed September 2026

Top 17 Asset management advisory services based in Portugal

RevenueBase identified 49 asset management advisory services headquartered in Portugal as of September 2026 and tracks 707 professional contacts across them, including 369 with verified work emails. Lisboa is the largest hub.

This list covers asset management advisory services headquartered in Portugal, 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 21, 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 21, 2026 86% judged on-target in blind review
49Companies
707Contacts tracked
369Verified emails
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The 17 largest asset management advisory services based in Portugal

Ranked by team size
Top 17 of 49 asset management advisory services based in Portugal, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to asset management advisory services: 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 evidenceLisbon, PortugalHQ checked Sep 21, 2026201-500353 contacts →

Indirect evidence

“No BiG acreditamos que todos os dias são uma nova oportunidade para tomar melhores decisões financeiras.”

Source: RevenueBase Database · checked Sep 21, 2026
2Partial evidencePorto, PortugalHQ checked Sep 21, 202651-20081 contacts →

Partial evidence

“Golden Wealth Management is the corporate brand of Golden in the financial field.”

Source: RevenueBase Database · checked Sep 21, 2026
3Partial evidenceLisboa, PortugalHQ checked Sep 21, 202611-5037 contacts →

Partial evidence

“LYNX Asset Managers é uma sociedade gestora de fundos de investimento mobiliário e oferece uma ampla gama de serviços financeiros que possibilitam criar ou preservar o património…”

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect evidenceLisboa, PortugalHQ checked Sep 21, 202651-20034 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 21, 2026
5Partial evidenceVila Nova De Gaia, PortugalHQ checked Sep 21, 202611-5020 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 21, 2026
6Strong evidenceLisboa, PortugalHQ checked Sep 21, 202611-5014 contacts →

Strong evidence

“Heed Capital - Your global navigator in asset management, specializing in investment funds and financial advisory across diverse geographies.”

Source: RevenueBase Database · checked Sep 21, 2026
7Partial evidenceLisbon, PortugalHQ checked Sep 21, 202611-5013 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 21, 2026
8Indirect evidenceAlmancil, PortugalHQ checked Sep 21, 20261-108 contacts →

Indirect evidence

“Established in 1987, the Portman Group combines 35 years of successful operation with an international network and fully integrated capital team.”

Source: RevenueBase Database · checked Sep 21, 2026
9Indirect evidenceLisbon, PortugalHQ checked Sep 21, 202611-506 contacts →

Indirect evidence

“Constituída no ano de 1990 a GEF, SGOIC, S.A.”

Source: RevenueBase Database · checked Sep 21, 2026
10Partial evidenceLisbon, PortugalHQ checked Sep 21, 202611-504 contacts →

Partial evidence

“Torres Mascarenhas is a leading real estate valuation and advisory company in Portugal, working with major national corporations, international investors, governmental…”

Source: RevenueBase Database · checked Sep 21, 2026
11Indirect evidenceLisbon, PortugalHQ checked Sep 21, 20261-104 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 21, 2026
12Partial evidencePorto, PortugalHQ checked Sep 21, 20261-104 contacts →

Partial evidence

“Alma Domus is an investment consulting company that develops an exclusive and personalized management of investment properties in the Real Estate sector.”

Source: RevenueBase Database · checked Sep 21, 2026
13Strong evidenceEntroncamento, PortugalHQ checked Sep 21, 20261-102 contacts →

Strong evidence

Asset, Business, and Wealth Management

Source: RevenueBase Database · checked Sep 21, 2026
14Indirect evidenceLisboa, PortugalHQ checked Sep 21, 202611-501 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
15Strong evidenceLisbon, PortugalHQ checked Sep 21, 20261-101 contacts →

Strong evidence

“Fixed Asset Advisory Services Inventory and Reconciliation Insurance Valuation Services Machinery and Equipment Valuation”

Source: RevenueBase Database · checked Sep 21, 2026
16Partial evidenceGondomar, PortugalHQ checked Sep 21, 20261-101 contacts →

Partial evidence

“ADC Gestão is an investment management company based out of 83 R.”

Source: RevenueBase Database · checked Sep 21, 2026
17Partial evidenceFoz Do Douro, PortugalHQ checked Sep 21, 20261-101 contacts →

Partial evidence

“We are an independent financial advisory services firm.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 17 of 49 asset management advisory services based in Portugal

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Asset management advisory services based in Portugal at a glance

As of Sep 21, 2026
52.2%Verified-email coverage
14.4Average contacts per company
1-10Median size (employees)
34.7%Largest-city concentration · Lisboa
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
32
11-50
14
51-200
2
201-500
1

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 49 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 asset management advisory services, 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 Portugal whose own description of what they do matches “asset management advisory services”. 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 asset management advisory services), 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 asset management advisory services, and records with no verified work email. Companies headquartered outside Portugal 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, 369 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 21, 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.

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 asset management advisory services, 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 asset management advisory services are there based in Portugal?

RevenueBase identified 49 asset management advisory services headquartered in Portugal 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?

Banco DE Investimento Global, headquartered in Lisboa, tops this list with the largest team on record.

Which city has the most asset management advisory services?

Lisboa leads with 17 headquartered companies, followed by Lisbon (12) and Porto (4).

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 369 verified decision-maker contacts tracked across these 49 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 21, 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.