Company lists · Data refreshed September 2026
Top 25 Portfolio optimization consulting firms worldwide
RevenueBase identified 2,619 portfolio optimization consulting firms worldwide as of September 2026 and tracks 40,087 professional contacts across them, including 16,272 with verified work emails. The United States is the largest market and London the largest hub.
This list covers portfolio optimization consulting firms worldwide, 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 29, 2026. Country and city lists for portfolio optimization consulting firms follow the table.
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 portfolio optimization consulting firms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 20,868 contacts → | ||||
Indirect evidence “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 669 contacts → | ||||
Partial evidence “Parametric partners with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 463 contacts → | ||||
Partial evidence “NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 394 contacts → | ||||
Indirect evidence “InSync Analytics provides an array of high quality, bespoke financial modeling and analytical products/services across various sectors and asset classes.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 281 contacts → | ||||
Partial evidence “Phi Partners is a capital markets consulting firm specialised in quantitative and technology services.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 270 contacts → | ||||
Indirect evidence “We are 4most: the go-to analytics consultancy for financial institutions who want to make better, data-driven decisions with confidence.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 241 contacts → | ||||
Indirect evidence “Fondé en 2019 par des associés de grands cabinets de conseil, Exiom Partners est un cabinet spécialisé dans les Services Financiers pensé pour proposer un modèle de management…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 226 contacts → | ||||
Partial evidence “Ailancy is a top-specialist and fast-growing management-consulting firm specialized in the financial services industry and headquartered in Paris.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 201 contacts → | ||||
Partial evidence “Callan was founded as an employee-owned investment consulting firm in 1973.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 183 contacts → | ||||
Indirect evidence “JANA is an established investment advisory firm with 38 years’ of experience and over $1.6tn funds under advice.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 175 contacts → | ||||
Partial evidence “Les métiers de BK Consulting - Salle de marché (Front/Middle/Back Office)- Asset Management - Administration de fonds - R&D (pricers) Nous sommes présents sur Paris et…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 140 contacts → | ||||
Indirect evidence “Voloridge is a quantitative investment management firm built upon a foundation of collaboration.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 129 contacts → | ||||
Indirect evidence “At Apella, our focus is You.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 128 contacts → | ||||
Partial evidence “Unifi was established in 2001 as a specialized Portfolio Management company offering innovative investment strategies with superior risk-adjusted returns.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 116 contacts → | ||||
Indirect evidence “Los Angeles Capital Management (LACM) was founded in 2002 by principals seeking to build an independent, client-centric firm focused on Los Angeles Capital's Dynamic Alpha Stock…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 116 contacts → | ||||
Indirect evidence “ANYONE CAN OFFER; NOT JUST ANYONE CAN IMPLEMENT.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 114 contacts → | ||||
Partial evidence “Decision Analyst is a global marketing research and analytical consulting agency, serving a number of Fortune 500 corporations, advertising agencies, and management consulting…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 108 contacts → | ||||
Strong evidence “bfinance works for asset owners around the globe on investment implementation, strategy development and portfolio oversight/optimization.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 107 contacts → | ||||
Partial evidence “Founded in 1994, Segall Bryant & Hamill (SBH) provides professional portfolio management of domestic and international equity and fixed income portfolios, as well as alternative…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 103 contacts → | ||||
Partial evidence “F2 Strategy is a leading consulting and research firm modernizing the wealth and asset management industry.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 101 contacts → | ||||
Indirect evidence “Unternehmenssteuerung auf einem neuen Niveau.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 100 contacts → | ||||
Indirect evidence “Empresa especializada em consultoria financeira estratégica.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 93 contacts → | ||||
Partial evidence “Segal Marco Advisors is one of the largest, SEC-registered, employee-owned investment consulting firms in the US, in business for more than 55 years.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 83 contacts → | ||||
Indirect evidence “Frontier Advisors has been offering institutional investors independent and unbiased advice, research and service for over thirty years.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 83 contacts → | ||||
Indirect evidence “Nour Private Wealth specializes in meeting the needs of Canada’s growing number of high-net-worth households.” Source: RevenueBase Database · checked Sep 29, 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: portfolio optimization consulting firms. 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 portfolio optimization consulting firms.
- Partial evidence
- Its own public description names part of portfolio optimization consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name portfolio optimization consulting firms. 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 2,619 portfolio optimization consulting firms worldwide
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Portfolio optimization consulting firms worldwide at a glance
As of Sep 29, 2026Companies by employee count
Email recency is reported on each country list linked below.
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 portfolio optimization consulting firms, 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.
- Coverage
- Every country. Country and city lists for portfolio optimization consulting firms are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “portfolio optimization consulting firms”. 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 portfolio optimization consulting firms), 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 portfolio optimization consulting firms, and records with no verified work email.
- 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, 16,272 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 29, 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.
Portfolio optimization consulting firms by location
18 lists · largest firstEvery Portfolio optimization consulting firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Portfolio optimization consulting firms based in the United States594
- Portfolio optimization consulting firms based in Brazil146
- Portfolio optimization consulting firms based in India142
- Portfolio optimization consulting firms based in France139
- Portfolio optimization consulting firms based in the United Kingdom136
- Portfolio optimization consulting firms based in Germany87
- Portfolio optimization consulting firms based in Canada73
- Portfolio optimization consulting firms based in Switzerland72
- Portfolio optimization consulting firms based in Italy59
- Portfolio optimization consulting firms based in Australia46
- Portfolio optimization consulting firms based in South Africa30
- Portfolio optimization consulting firms based in the Netherlands29
Cities
- Portfolio optimization consulting firms based in London, United Kingdom95
- Portfolio optimization consulting firms based in Paris, France71
- Portfolio optimization consulting firms based in New York, United States69
- Portfolio optimization consulting firms based in Sao Paulo, Brazil62
- Portfolio optimization consulting firms based in Chicago, United States30
- Portfolio optimization consulting firms based in Toronto, Canada29
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 portfolio optimization consulting firms, 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 portfolio optimization consulting firms are there worldwide?
RevenueBase identified 2,619 portfolio optimization consulting firms worldwide 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?
Mercer, headquartered in New York, tops this list with the largest team on record.
Which country has the most portfolio optimization consulting firms?
The United States leads with 594 companies, followed by Brazil (146) and India (142). Every portfolio optimization consulting firms list by country and city is linked on this page.
Which city has the most portfolio optimization consulting firms?
London leads with 96 headquartered companies, followed by Paris (71) and New York (69).
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 16,272 verified decision-maker contacts tracked across these 2,619 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 29, 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.