Company lists · Data refreshed September 2026

Top 25 Boutique investment banks based in Portugal

RevenueBase identified 109 company matches for boutique investment banks associated with Portugal as of September 2026 and tracks 563 professional contacts across them, including 135 with verified work emails. Lisbon is the largest hub.

This list covers company matches for boutique investment banks 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 16, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 16, 2026 How this list was built
109Companies
563Contacts tracked
135Verified emails
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The 25 largest boutique investment banks based in Portugal

Ranked by team size
Top 25 of 109 company matches for boutique investment banks based in Portugal, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchPorto, PortugalHQ recorded Sep 16, 202651-20081 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2Exact matchPaivas, PortugalHQ recorded Sep 16, 202611-5017 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3Exact matchLisbon, PortugalHQ recorded Sep 16, 202611-5012 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4Exact matchLisbon, PortugalHQ recorded Sep 16, 202611-5012 contacts →

Exact match

“Nove Corporate Finance has its origin in F9 Consulting a company whose founders came from the investment banking sector.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5Exact matchSintra, PortugalHQ recorded Sep 16, 202611-5012 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 16, 2026 · View company records in RevenueBase
6Exact matchLisbon, PortugalHQ recorded Sep 16, 202611-5012 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 16, 2026 · View company records in RevenueBase
7Exact matchLisbon, PortugalHQ recorded Sep 16, 20261-1011 contacts →

Exact match

“Savel Capital provides its clients a full-range of investment banking services including equity capital markets, debt capital markets, mergers and acquisitions, restructuring and…”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8Exact matchLisbon, PortugalHQ recorded Sep 16, 202611-5010 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 16, 2026 · View company records in RevenueBase
9Exact matchLisbon, PortugalHQ recorded Sep 16, 202611-5010 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10Exact matchLisbon, PortugalHQ recorded Sep 16, 20261-109 contacts →

Exact match

“Glowside is a consulting boutique specializing in Strategy, Corporate Finance and M&A.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11Exact matchLisbon, PortugalHQ recorded Sep 16, 202611-508 contacts →

Exact match

“ASK is a Portuguese advisory services company acting in the following areas: 1.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12Exact matchAveiro, PortugalHQ recorded Sep 16, 20261-108 contacts →

Exact match

“A HMBO Business Opportunities é uma entidade de referência na prestação de serviços de consultoria ao nível da área de Corporate Finance.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13Exact matchPorto, PortugalHQ recorded Sep 16, 20261-107 contacts →

Exact match

“Constituída em Março de 1998.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14Exact matchLisbon, PortugalHQ recorded Sep 16, 202611-507 contacts →

Exact match

“We are a leading business and Investment boutique.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15Exact matchLisbon, PortugalHQ recorded Sep 16, 202611-507 contacts →

Exact match

“A Private Solutions é uma empresa especializada em consultoria financeira para particulares.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16Exact matchFoz Do Douro, PortugalHQ recorded Sep 16, 20261-107 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17Exact matchLisbon, PortugalHQ recorded Sep 16, 202611-506 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18Exact matchLisbon, PortugalHQ recorded Sep 16, 20261-105 contacts →

Exact match

“Omnium Advisory Partners is an independent financial advisory boutique, specialized in providing Corporate Finance services, notably M&A, Debt Advisory, Performance Improvement…”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19Exact matchCascais, PortugalHQ recorded Sep 16, 202651-2005 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 16, 2026 · View company records in RevenueBase
20Exact matchLisbon, PortugalHQ recorded Sep 16, 20261-105 contacts →

Exact match

“At Amplitude Partners, we specialise in strategic financial advisory services, focusing on M&A, capital raising, and strategic planning.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21Exact matchPorto, PortugalHQ recorded Sep 16, 20261-104 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 16, 2026 · View company records in RevenueBase
22Exact matchLisbon, PortugalHQ recorded Sep 16, 20261-104 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 16, 2026 · View company records in RevenueBase
23Exact matchPorto, PortugalHQ recorded Sep 16, 20261-102 contacts →

Exact match

“A Fenix Capital Partners é uma boutique de investimento independente e especializada, que procura unir as empresas aos investidores e parceiros certos.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24Exact matchBarcelos, PortugalHQ recorded Sep 16, 20261-102 contacts →

Exact match

“A GLOBAL VALOR®(*) é uma empresa especialista em soluções globais nas seguintes áreas: Intermediação de Crédito, Finanças Pessoais, Finanças Empresariais, Fusões & Aquisições de…”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
25Exact matchLisbon, PortugalHQ recorded Sep 16, 202611-502 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase

Showing 25 of 109 boutique investment banks based in Portugal

See the full list, filter by size, metro and specialty, and access 135 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Boutique investment banks based in Portugal at a glance

As of Sep 16, 2026
24.0%Verified-email coverage
5.2Average contacts per company
1-10Median size (employees)
51.4%Largest-city concentration · Lisbon
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
80
11-50
25
51-200
4

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

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 “boutique investment banks” 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 135 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 16, 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 “boutique investment banks”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many boutique investment banks are there based in Portugal?

RevenueBase identified 109 company matches for boutique investment banks 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?

Golden Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most boutique investment banks?

Lisbon leads with 56 company records, followed by Porto (15) and Aveiro (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 135 professional contacts with verified work emails tracked across these 109 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 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 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.