Company lists · Data refreshed September 2026
Top 25 Portfolio optimization consulting firms worldwide
RevenueBase identified 2,619 company matches for 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 company matches for portfolio optimization consulting firms 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 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 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.
The 25 largest portfolio optimization consulting firms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 20,868 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 669 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 · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 463 contacts → | ||||
Exact match “NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 394 contacts → | ||||
Exact match “InSync Analytics provides an array of high quality, bespoke financial modeling and analytical products/services across various sectors and asset classes.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 281 contacts → | ||||
Exact match “Phi Partners is a capital markets consulting firm specialised in quantitative and technology services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 270 contacts → | ||||
Exact match “We are 4most: the go-to analytics consultancy for financial institutions who want to make better, data-driven decisions with confidence.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 241 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 226 contacts → | ||||
Exact match “Ailancy is a top-specialist and fast-growing management-consulting firm specialized in the financial services industry and headquartered in Paris.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 201 contacts → | ||||
Exact match “Callan was founded as an employee-owned investment consulting firm in 1973.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 183 contacts → | ||||
Exact match “JANA is an established investment advisory firm with 38 years’ of experience and over $1.6tn funds under advice.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 175 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 140 contacts → | ||||
Exact match “Voloridge is a quantitative investment management firm built upon a foundation of collaboration.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 129 contacts → | ||||
Exact match “At Apella, our focus is You.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 128 contacts → | ||||
Exact match “Unifi was established in 2001 as a specialized Portfolio Management company offering innovative investment strategies with superior risk-adjusted returns.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 116 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 116 contacts → | ||||
Exact match “ANYONE CAN OFFER; NOT JUST ANYONE CAN IMPLEMENT.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 114 contacts → | ||||
Exact match “Decision Analyst is a global marketing research and analytical consulting agency, serving a number of Fortune 500 corporations, advertising agencies, and management consulting…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 108 contacts → | ||||
Exact match “bfinance works for asset owners around the globe on investment implementation, strategy development and portfolio oversight/optimization.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 107 contacts → | ||||
Exact match “Founded in 1994, Segall Bryant & Hamill (SBH) provides professional portfolio management of domestic and international equity and fixed income portfolios, as well as alternative…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 103 contacts → | ||||
Exact match “F2 Strategy is a leading consulting and research firm modernizing the wealth and asset management industry.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 101 contacts → | ||||
Exact match “Unternehmenssteuerung auf einem neuen Niveau.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 100 contacts → | ||||
Exact match “Empresa especializada em consultoria financeira estratégica.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 93 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 83 contacts → | ||||
Exact match “Frontier Advisors has been offering institutional investors independent and unbiased advice, research and service for over thirty years.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 83 contacts → | ||||
Exact match “Nour Private Wealth specializes in meeting the needs of Canada’s growing number of high-net-worth households.” Recorded in the RevenueBase company graph · Sep 29, 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 consulting firms”. 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 2,619 portfolio optimization consulting firms worldwide
See the full list, filter by size, metro and specialty, and access 16,272 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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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
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 consulting firms are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “portfolio optimization consulting firms” 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 16,272 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 29, 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 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 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 consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio optimization consulting firms are there worldwide?
RevenueBase identified 2,619 company matches for portfolio optimization consulting firms worldwide 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?
Mercer tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
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 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 16,272 professional contacts with verified work emails tracked across these 2,619 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 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 2,619 portfolio optimization consulting firms worldwide. Start with a free account, no credit card.
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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.
More company lists
Company intelligence · public preview
Top 25 portfolio optimization consulting firms worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 2,619 matching company records for portfolio optimization consulting firms worldwide, with 40,087 tracked contacts and 16,272 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 portfolio optimization consulting firms worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Mercermercer.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 20,868 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Parametricparametricportfolio.com HQ: Seattle, WA, United StatesReported employees: 501-1,000 | Seattle, WA, United States | 501-1,000 | Exact match | 669 contacts → |
“Parametric partners with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Nepc, LLCnepc.comHQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 463 contacts → |
“NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Insync Analytics Pvt. LTDinsyncanalytics.comHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 394 contacts → |
“InSync Analytics provides an array of high quality, bespoke financial modeling and analytical products/services across various sectors and asset classes.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  PHI Partnersphipartners.comHQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 281 contacts → |
“Phi Partners is a capital markets consulting firm specialised in quantitative and technology services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  4most4-most.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 270 contacts → |
“We are 4most: the go-to analytics consultancy for financial institutions who want to make better, data-driven decisions with confidence.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Exiom Partnersexiompartners.comHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 241 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Ailancyailancy.comHQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 226 contacts → |
“Ailancy is a top-specialist and fast-growing management-consulting firm specialized in the financial services industry and headquartered in Paris.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Callancallan.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 201 contacts → |
“Callan was founded as an employee-owned investment consulting firm in 1973.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Jana Investment Advisersjana.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 183 contacts → |
“JANA is an established investment advisory firm with 38 years’ of experience and over $1.6tn funds under advice.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  BK Consultingbk-consulting.comHQ: Puteaux, FranceReported employees: 501-1,000 | Puteaux, France | 501-1,000 | Exact match | 175 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Voloridge Investment Management, LLCvoloridge.com HQ: Jupiter, FL, United StatesReported employees: 51-200 | Jupiter, FL, United States | 51-200 | Exact match | 140 contacts → |
“Voloridge is a quantitative investment management firm built upon a foundation of collaboration.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Apella Wealthapellawealth.comHQ: West Hartford, CT, United StatesReported employees: 51-200 | West Hartford, CT, United States | 51-200 | Exact match | 129 contacts → |
“At Apella, our focus is You.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Unifi Capital PVT LTDunificap.comHQ: Chennai, IndiaReported employees: 51-200 | Chennai, India | 51-200 | Exact match | 128 contacts → |
“Unifi was established in 2001 as a specialized Portfolio Management company offering innovative investment strategies with superior risk-adjusted returns.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  LOS Angeles Capital Managementlacapm.comHQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 116 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | The Pinnacle Grouppinnacleifs.com HQ: Jacksonville, FL, United StatesReported employees: 51-200 | Jacksonville, FL, United States | 51-200 | Exact match | 116 contacts → |
“ANYONE CAN OFFER; NOT JUST ANYONE CAN IMPLEMENT.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Decision Analystdecisionanalyst.comHQ: Arlington, TX, United StatesReported employees: 51-200 | Arlington, TX, United States | 51-200 | Exact match | 114 contacts → |
“Decision Analyst is a global marketing research and analytical consulting agency, serving a number of Fortune 500 corporations, advertising agencies, and management consulting…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Bfinancebfinance.comHQ: London, United StatesReported employees: 51-200 | London, United States | 51-200 | Exact match | 108 contacts → |
“bfinance works for asset owners around the globe on investment implementation, strategy development and portfolio oversight/optimization.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Segall Bryant & Hamillsbhic.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 107 contacts → |
“Founded in 1994, Segall Bryant & Hamill (SBH) provides professional portfolio management of domestic and international equity and fixed income portfolios, as well as alternative…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  F2 Strategyf2strategy.comHQ: West Chester, PA, United StatesReported employees: 51-200 | West Chester, PA, United States | 51-200 | Exact match | 103 contacts → |
“F2 Strategy is a leading consulting and research firm modernizing the wealth and asset management industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Valantic Digital Financevalantic.comHQ: München, GermanyReported employees: 51-200 | München, Germany | 51-200 | Exact match | 101 contacts → |
“Unternehmenssteuerung auf einem neuen Niveau.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  CEA Consultoriaceaconsultoria.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 100 contacts → |
“Empresa especializada em consultoria financeira estratégica.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Segal Marco Advisorssegalmarco.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 93 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Frontier Advisorsfrontieradvisors.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 83 contacts → |
“Frontier Advisors has been offering institutional investors independent and unbiased advice, research and service for over thirty years.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Nour Private Wealth NPWnourprivatewealth.comHQ: Oakville, ON, CanadaReported employees: 51-200 | Oakville, ON, Canada | 51-200 | Exact match | 83 contacts → |
“Nour Private Wealth specializes in meeting the needs of Canada’s growing number of high-net-worth households.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,619 company matches
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Portfolio optimization consulting firms: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
2,614 records in the displayed employee bands.
5 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 2,619 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
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
Questions about this company list
What does Exact match mean for portfolio optimization consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio optimization consulting firms did RevenueBase find worldwide?
The saved snapshot records 2,619 matching company records, 40,087 tracked contacts and 16,272 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 portfolio optimization consulting firms worldwide. Snapshot: September 29, 2026. https://revenuebase.ai/companies/browse/portfolio-optimization-consulting-firms.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 portfolio optimization consulting firms worldwide
RevenueBase records 2,619 matching company records for portfolio optimization consulting firms worldwide, with 40,087 tracked contacts and 16,272 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 portfolio optimization consulting firms worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Mercermercer.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 20,868 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Parametricparametricportfolio.com HQ: Seattle, WA, United StatesReported employees: 501-1,000 | Seattle, WA, United States | 501-1,000 | Exact match | 669 contacts → |
“Parametric partners with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Nepc, LLCnepc.com HQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 463 contacts → |
“NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Insync Analytics Pvt. LTDinsyncanalytics.com HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 394 contacts → |
“InSync Analytics provides an array of high quality, bespoke financial modeling and analytical products/services across various sectors and asset classes.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | PHI Partnersphipartners.com HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 281 contacts → |
“Phi Partners is a capital markets consulting firm specialised in quantitative and technology services.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 4most4-most.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 270 contacts → |
“We are 4most: the go-to analytics consultancy for financial institutions who want to make better, data-driven decisions with confidence.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Exiom Partnersexiompartners.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 241 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Ailancyailancy.com HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 226 contacts → |
“Ailancy is a top-specialist and fast-growing management-consulting firm specialized in the financial services industry and headquartered in Paris.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Callancallan.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 201 contacts → |
“Callan was founded as an employee-owned investment consulting firm in 1973.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Jana Investment Advisersjana.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 183 contacts → |
“JANA is an established investment advisory firm with 38 years’ of experience and over $1.6tn funds under advice.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | BK Consultingbk-consulting.com HQ: Puteaux, FranceReported employees: 501-1,000 | Puteaux, France | 501-1,000 | Exact match | 175 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Voloridge Investment Management, LLCvoloridge.com HQ: Jupiter, FL, United StatesReported employees: 51-200 | Jupiter, FL, United States | 51-200 | Exact match | 140 contacts → |
“Voloridge is a quantitative investment management firm built upon a foundation of collaboration.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Apella Wealthapellawealth.com HQ: West Hartford, CT, United StatesReported employees: 51-200 | West Hartford, CT, United States | 51-200 | Exact match | 129 contacts → |
“At Apella, our focus is You.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Unifi Capital PVT LTDunificap.com HQ: Chennai, IndiaReported employees: 51-200 | Chennai, India | 51-200 | Exact match | 128 contacts → |
“Unifi was established in 2001 as a specialized Portfolio Management company offering innovative investment strategies with superior risk-adjusted returns.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | LOS Angeles Capital Managementlacapm.com HQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 116 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | The Pinnacle Grouppinnacleifs.com HQ: Jacksonville, FL, United StatesReported employees: 51-200 | Jacksonville, FL, United States | 51-200 | Exact match | 116 contacts → |
“ANYONE CAN OFFER; NOT JUST ANYONE CAN IMPLEMENT.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Decision Analystdecisionanalyst.com HQ: Arlington, TX, United StatesReported employees: 51-200 | Arlington, TX, United States | 51-200 | Exact match | 114 contacts → |
“Decision Analyst is a global marketing research and analytical consulting agency, serving a number of Fortune 500 corporations, advertising agencies, and management consulting…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Bfinancebfinance.com HQ: London, United StatesReported employees: 51-200 | London, United States | 51-200 | Exact match | 108 contacts → |
“bfinance works for asset owners around the globe on investment implementation, strategy development and portfolio oversight/optimization.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Segall Bryant & Hamillsbhic.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 107 contacts → |
“Founded in 1994, Segall Bryant & Hamill (SBH) provides professional portfolio management of domestic and international equity and fixed income portfolios, as well as alternative…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | F2 Strategyf2strategy.com HQ: West Chester, PA, United StatesReported employees: 51-200 | West Chester, PA, United States | 51-200 | Exact match | 103 contacts → |
“F2 Strategy is a leading consulting and research firm modernizing the wealth and asset management industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Valantic Digital Financevalantic.com HQ: München, GermanyReported employees: 51-200 | München, Germany | 51-200 | Exact match | 101 contacts → |
“Unternehmenssteuerung auf einem neuen Niveau.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | CEA Consultoriaceaconsultoria.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 100 contacts → |
“Empresa especializada em consultoria financeira estratégica.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Segal Marco Advisorssegalmarco.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 93 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Frontier Advisorsfrontieradvisors.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 83 contacts → |
“Frontier Advisors has been offering institutional investors independent and unbiased advice, research and service for over thirty years.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Nour Private Wealth NPWnourprivatewealth.com HQ: Oakville, ON, CanadaReported employees: 51-200 | Oakville, ON, Canada | 51-200 | Exact match | 83 contacts → |
“Nour Private Wealth specializes in meeting the needs of Canada’s growing number of high-net-worth households.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Portfolio optimization consulting firms: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
2,614 records in the displayed employee bands.
5 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 2,619 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
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
Questions about this company list
What does Exact match mean for portfolio optimization consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio optimization consulting firms did RevenueBase find worldwide?
The saved snapshot records 2,619 matching company records, 40,087 tracked contacts and 16,272 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
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Cite this list
RevenueBase Data Team. Top 25 portfolio optimization consulting firms worldwide. Snapshot: September 29, 2026. https://revenuebase.ai/companies/browse/portfolio-optimization-consulting-firms.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗