Company lists · Data refreshed November 2026

Top 25 Portfolio optimization consultants worldwide

Name: Portfolio optimization consultants worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 7,246 companies tracked

RevenueBase identified 7,246 company matches for portfolio optimization consultants worldwide as of November 2026 and tracks 182,424 professional contacts across them, including 74,451 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers company matches for portfolio optimization consultants worldwide, 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 November 6, 2026. Country and city lists for portfolio optimization consultants follow the table.

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 Nov 6, 2026 How this list was built

7,246Companies

182,424Contacts tracked

74,451Verified emails

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The 25 largest portfolio optimization consultants worldwide

Ranked by team size

Top 25 of 7,246 company matches for portfolio optimization consultants worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	State Street	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	10001+	44,198 contacts →
	Exact match “At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Morningstar	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	10001+	11,549 contacts →
	Exact match “Morningstar, Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	J.P. Morgan Asset Management	Exact match	New York, United StatesHQ recorded Nov 6, 2026	10001+	5,301 contacts →
	Exact match “At J.P.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Invesco	Exact match	Atlanta, United StatesHQ recorded Nov 6, 2026	5,001-10,000	4,344 contacts →
	Exact match “Invesco Ltd.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Janus Henderson Investors	Exact match	London, CO, United KingdomHQ recorded Nov 6, 2026	1,001-5,000	3,353 contacts →
	Exact match “At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Allianz Global Investors	Exact match	United StatesHQ recorded Nov 6, 2026	1,001-5,000	3,153 contacts →
	Exact match “At Allianz Global Investors, we are at the forefront of investing because we are always looking for new ways to create value for our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	The D. E. Shaw Group	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	3,019 contacts →
	Exact match “The D.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Worldquant	Exact match	Old Greenwich, CT, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,993 contacts →
	Exact match “WorldQuant is a global quantitative asset management firm with over $7 billion in assets under management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Squarepoint	Exact match	New York, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,336 contacts →
	Exact match “Squarepoint is a leading global investment management firm that develops quantitative investment strategies to achieve high quality returns for our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	TWO Sigma	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,245 contacts →
	Exact match “Two Sigma is a leading quantitative investment management and trading firm with more than $75 billion in assets under management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Vontobel	Exact match	Zürich, SwitzerlandHQ recorded Nov 6, 2026	1,001-5,000	2,215 contacts →
	Exact match “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Cambridge Associates	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,882 contacts →
	Exact match “We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Dimensional Fund Advisors	Exact match	Austin, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,803 contacts →
	Exact match “Dimensional has been implementing the great ideas in financial science since 1981.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Nippon India Mutual Fund	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	501-1,000	1,663 contacts →
	Exact match “With 134 years of global expertise and over 25 years of experience in the Indian asset management space, Nippon India Mutual Fund is one of the largest asset managers in India.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Lazard Asset Management	Exact match	New York, United StatesHQ recorded Nov 6, 2026	501-1,000	1,291 contacts →
	Exact match “At Lazard Asset Management, we are dedicated to delivering investment solutions and creating long-term value for our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Eastspring Investments	Exact match	SingaporeHQ recorded Nov 6, 2026	1,001-5,000	1,193 contacts →
	Exact match “For Every Life, For Every Future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Loomis, Sayles & Company	Exact match	Boston, United StatesHQ recorded Nov 6, 2026	501-1,000	1,059 contacts →
	Exact match “For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	899 contacts →
	Exact match “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	GMO	Exact match	Boston, CA, United StatesHQ recorded Nov 6, 2026	201-500	840 contacts →
	Exact match “For nearly 50 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Exoduspoint Capital Management, LP	Exact match	London, United StatesHQ recorded Nov 6, 2026	501-1,000	776 contacts →
	Exact match “ExodusPoint Capital Management, LP is a global investment management firm that was founded in 2017 and began managing capital in 2018.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Western Asset Management	Exact match	Pasadena, CA, United StatesHQ recorded Nov 6, 2026	501-1,000	755 contacts →
	Exact match “Since 1971, Western Asset Management Company has provided global fixed-income investment management services for a wide variety of clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Parametric	Exact match	Seattle, United StatesHQ recorded Nov 6, 2026	501-1,000	681 contacts →
	Exact match “Parametric partners with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	EP Wealth Advisors	Exact match	Torrance, CA, United StatesHQ recorded Nov 6, 2026	501-1,000	648 contacts →
	Exact match “EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Albourne	Exact match	London, United KingdomHQ recorded Nov 6, 2026	501-1,000	631 contacts →
	Exact match “Albourne¹ was established in London in March 1994 as an independently owned advisor specializing in alternative assets.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	MEAG	Exact match	Munich, NY, GermanyHQ recorded Nov 6, 2026	501-1,000	623 contacts →
	Exact match “Decades of experience, over 130 investment managers and assets under management of over EUR 300 billion make us one of the most significant institutional players in the world of…” Recorded in the RevenueBase company graph · Nov 6, 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 “portfolio optimization consultants”. 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 7,246 portfolio optimization consultants worldwide

See the full list, filter by size, metro and specialty, and access 74,451 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Portfolio optimization consultants worldwide at a glance

As of Nov 6, 2026

40.8%Verified-email coverage

25.2Average contacts per company

1-10Median size (employees)

3.6%Largest-city concentration · New York

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

4,754

11-50

1,829

51-200

429

201-500

111

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

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.
Coverage: Every country. Country and city lists for portfolio optimization consultants are linked below.
What qualifies: Company records worldwide whose business descriptions match “portfolio optimization consultants” 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. 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 74,451 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 November 6, 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.

Portfolio optimization consultants by location

49 lists · largest first

Every Portfolio optimization consultants list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

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 “portfolio optimization consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio optimization consultants are there worldwide?

RevenueBase identified 7,246 company matches for portfolio optimization consultants worldwide as of November 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?

State Street tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most portfolio optimization consultants?

The United States leads with 2,531 companies, followed by India (562) and the United Kingdom (385). Every portfolio optimization consultants list by country and city is linked on this page.

Which city has the most portfolio optimization consultants?

New York leads with 263 company records, followed by London (262) and Sao Paulo (127).

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 74,451 professional contacts with verified work emails tracked across these 7,246 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 November 6, 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.