Company lists · Data refreshed September 2026
Top 25 Boutique investment banks based in Portugal
RevenueBase identified 109 boutique investment banks headquartered in Portugal as of September 2026 and tracks 563 professional contacts across them, including 135 with verified work emails. Lisboa is the largest hub.
This list covers boutique investment banks 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 16, 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.
The 25 largest boutique investment banks based in Portugal
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 81 contacts → | ||||
Indirect evidence “Golden Wealth Management is the corporate brand of Golden in the financial field.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 2 | 17 contacts → | ||||
Indirect evidence “A CIPHRA é uma empresa de natureza especializada, oferecendo uma gama completa de serviços financeiros, produtos e soluções empresariais que ajudam os nossos clientes a…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 3 | 12 contacts → | ||||
Indirect evidence “Restart Capital began operations in January 2022, with the aim of supporting economically viable companies with cash-flow difficulties or an excessive volume of debts to credit…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 4 | 12 contacts → | ||||
Partial evidence “Nove Corporate Finance has its origin in F9 Consulting a company whose founders came from the investment banking sector.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 5 | 12 contacts → | ||||
Indirect evidence “Somos uma empresa jovem no mercado com consultores com mais de 15 anos de experiência e conhecimento no sector nacional e internacional.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 6 | 12 contacts → | ||||
Indirect evidence “As melhores opções para rentabilizar o seu Património.+ Investimentos disponíveis em todos os Países Europeus.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 7 | 11 contacts → | ||||
Partial evidence “Savel Capital provides its clients a full-range of investment banking services including equity capital markets, debt capital markets, mergers and acquisitions, restructuring and…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 8 | 10 contacts → | ||||
Partial evidence “Optimal Investments provides Investment Banking advisory services ranging from Corporate Finance and Fundraising to advisory in Alternative Investments (e.g.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 9 | 10 contacts → | ||||
Indirect evidence “PremiValor - Estudos, Investimentos e Participações, surgiu da vontade e necessidade da existência de uma empresa que apresente soluções integradas “chave na mão” para a área da…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 10 | 9 contacts → | ||||
Partial evidence “Glowside is a consulting boutique specializing in Strategy, Corporate Finance and M&A.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 11 | 8 contacts → | ||||
Indirect evidence “ASK is a Portuguese advisory services company acting in the following areas: 1.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 12 | 8 contacts → | ||||
Indirect evidence “A HMBO Business Opportunities é uma entidade de referência na prestação de serviços de consultoria ao nível da área de Corporate Finance.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 13 | 7 contacts → | ||||
Indirect evidence “Constituída em Março de 1998.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 14 | 7 contacts → | ||||
Strong evidence “We are a leading business and Investment boutique.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 15 | 7 contacts → | ||||
Indirect evidence “A Private Solutions é uma empresa especializada em consultoria financeira para particulares.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 16 | 7 contacts → | ||||
Partial evidence “We are an independent financial boutique based on the principles of excellence playing the role of Financial Advisor in Mergers & Acquisitions and Corporate Finance, with special…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 17 | 6 contacts → | ||||
Partial evidence “Beresford Capital Advisors is an independent, partner-owned corporate and investment advisory firm based in Portugal, dedicated to creating long-term value for our clients.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5 contacts → | ||||
Partial evidence “Omnium Advisory Partners is an independent financial advisory boutique, specialized in providing Corporate Finance services, notably M&A, Debt Advisory, Performance Improvement…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 20 | 5 contacts → | ||||
Indirect evidence “At Amplitude Partners, we specialise in strategic financial advisory services, focusing on M&A, capital raising, and strategic planning.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 21 | 4 contacts → | ||||
Indirect evidence “Insignya Capital Partners provides sophisticated services to the unique needs of mid-sized companies and investors.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 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 16, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Partial evidence “A Fenix Capital Partners é uma boutique de investimento independente e especializada, que procura unir as empresas aos investidores e parceiros certos.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Indirect evidence “A GLOBAL VALOR®(*) é uma empresa especialista em soluções globais nas seguintes áreas: Intermediação de Crédito, Finanças Pessoais, Finanças Empresariais, Fusões & Aquisições de…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Indirect evidence “The CNA - Corporate Finance, S.A.(CNA-CF), established in 2012, provides specialized services of Financial and Strategic Consulting and intermediation of M&A transaction.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: boutique investment banks. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names boutique investment banks.
- Partial evidence
- Its own public description names part of boutique investment banks, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name boutique investment banks. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 109 boutique investment banks based in Portugal
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Boutique investment banks based in Portugal at a glance
As of Sep 16, 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 109 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 boutique investment banks, 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 “boutique investment banks”. 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 boutique investment banks), 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 boutique investment banks, 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, 135 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 16, 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.
Boutique investment banks by metro
- Boutique investment banks in Lisboa29
- Boutique investment banks in Lisbon27
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 boutique investment banks, 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 boutique investment banks are there based in Portugal?
RevenueBase identified 109 boutique investment banks 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?
Golden Wealth Management, headquartered in Portugal, tops this list with the largest team on record.
Which city has the most boutique investment banks?
Lisboa leads with 29 headquartered companies, followed by Lisbon (27) and Porto (15).
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 135 verified decision-maker contacts tracked across these 109 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 16, 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.
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