Company lists · Data refreshed November 2026
Top 25 Portfolio tax management services worldwide
RevenueBase identified 1,453 company matches for portfolio tax management services worldwide as of November 2026 and tracks 8,035 professional contacts across them, including 3,122 with verified work emails. The United States is the largest market and Houston the largest hub.
This list covers company matches for portfolio tax management services 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 tax management services 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 tax management services worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 427 contacts → | ||||
Exact match “Originating from the English and Latin roots of “apercu,” an act of insight, and “census,” an applied study of wealth and property, Apercen is a tax consulting firm offering high…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 325 contacts → | ||||
Exact match “WTax manages and maximizes foreign withholding tax relief and reclaim entitlements for investors and financial institutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 187 contacts → | ||||
Exact match “Stop overpaying the IRS and start fueling your business passions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 132 contacts → | ||||
Exact match “Universal Wealth is lead by Andre L.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 131 contacts → | ||||
Exact match “Soluzione Tasse è una società specializzata in pianificazione fiscale e protezione del patrimonio che si avvale di team di 35 professionisti, tra cui dottori commercialisti…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 105 contacts → | ||||
Exact match “55ip is a financial technology company purpose-built to break down barriers to financial progress.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 91 contacts → | ||||
Exact match “Neil Jesani Tax Advisors, Inc.(NJA) provides a full suite of tax, compliance, accounting, resolution and advisory services, drawing on extensive industry knowledge to serve high…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 83 contacts → | ||||
Exact match “FISCALIA est une entreprise résolument indépendante spécialisée dans le conseil en optimisation fiscale, les solutions de défiscalisation, l'investissement et le financement…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 81 contacts → | ||||
Exact match “Founded in 2018, Quantinno Capital Management aims to deliver customized, tax-optimized managed account solutions designed to enhance the after-tax wealth of sophisticated…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 81 contacts → | ||||
Exact match “We are a team of helpful tax and financial planning experts, here to listen, understand your needs and circumstances and make all aspects of dealing with your finances simple…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 77 contacts → | ||||
Exact match “Founded in 2005, Monarch Private Capital (formerly State Tax Credit Exchange) is a financial services company providing federal and state tax credit solutions to Fortune 500…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 70 contacts → | ||||
Exact match “With experienced financial planners and dedicated CPAs on staff, our team approach to wealth management sets us apart.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 58 contacts → | ||||
Exact match “Prosperity – An EisnerAmper Company, is an independent fiduciary (RIA).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 56 contacts → | ||||
Exact match “Foss & Company is a nationally recognized institutional investment management firm dedicated to providing corporate investors the greatest access to federal and state tax credit…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 56 contacts → | ||||
Exact match “Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 55 contacts → | ||||
Exact match “At Romanovsky and Associates we are committed to providing high quality services that are needed in today's competitive market place.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 52 contacts → | ||||
Exact match “With over 50 years of experience, Robert Hall & Associates is your trusted partner for tax preparation and consulting.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 50 contacts → | ||||
Exact match “RetireWise Tax and Wealth Advisors is a financial services company with a very unique approach.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 49 contacts → | ||||
Exact match “We provide intimate, intricate financial planning for busy executives and professionals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 45 contacts → | ||||
Exact match “At The Accounting Lab, we are dedicated to helping individuals and businesses optimize their financial success through effective tax minimization strategies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 45 contacts → | ||||
Exact match “Transparent tax strategies start here.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 43 contacts → | ||||
Exact match “En France, s’occuper de son patrimoine, de ses investissements ou de ses impôts peut sembler complexe : manque de temps, de connaissances ou d’interlocuteurs de confiance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 40 contacts → | ||||
Exact match “Asset Preservation Wealth & Tax is an independent income tax, financial planning, estate planning, and insurance service firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 40 contacts → | ||||
Exact match “S’investir : votre patrimoine enfin optimisé Choisissez notre approche unique alliant performance et sécurité de votre patrimoine grâce à notre accompagnement en gestion privée.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 39 contacts → | ||||
Exact match “At Ascend, our team of advisors has over 40 years of combined strategic tax and accounting experience.” 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 tax management services”. 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 1,453 portfolio tax management services worldwide
See the full list, filter by size, metro and specialty, and access 3,122 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio tax management services worldwide at a glance
As of Nov 6, 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 tax management services are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “portfolio tax management services” 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 3,122 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 tax management services by location
6 lists · largest firstEvery Portfolio tax management services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Portfolio tax management services based in the United States905
- Portfolio tax management services based in Canada52
- Portfolio tax management services based in France44
- Portfolio tax management services based in Germany41
- Portfolio tax management services based in Brazil32
- Portfolio tax management services based in the United Kingdom27
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 tax management services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio tax management services are there worldwide?
RevenueBase identified 1,453 company matches for portfolio tax management services 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?
Apercen Partners LLC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most portfolio tax management services?
The United States leads with 905 companies, followed by Canada (52) and France (44). Every portfolio tax management services list by country and city is linked on this page.
Which city has the most portfolio tax management services?
Houston leads with 22 company records, followed by New York (22) and Toronto (14).
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 3,122 professional contacts with verified work emails tracked across these 1,453 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.
Ready to reach these companies? Verified emails and direct dials for all 1,453 portfolio tax management services 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 tax management services worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,453 matching company records for portfolio tax management services worldwide, with 8,035 tracked contacts and 3,122 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: November 6, 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 tax management services 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 |  Apercen Partners LLCapercen.comHQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 427 contacts → |
“Originating from the English and Latin roots of “apercu,” an act of insight, and “census,” an applied study of wealth and property, Apercen is a tax consulting firm offering high…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  WTAXwtax.coHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 325 contacts → |
“WTax manages and maximizes foreign withholding tax relief and reclaim entitlements for investors and financial institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Incite TAXincitetax.comHQ: Draper, UT, United StatesReported employees: 201-500 | Draper, UT, United States | 201-500 | Exact match | 187 contacts → |
“Stop overpaying the IRS and start fueling your business passions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Universal Wealthuniversalwealth.comHQ: Surprise, AZ, United StatesReported employees: 1,001-5,000 | Surprise, AZ, United States | 1,001-5,000 | Exact match | 132 contacts → |
“Universal Wealth is lead by Andre L.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Soluzione Tassesoluzionetasse.comHQ: Milan, ItalyReported employees: 201-500 | Milan, Italy | 201-500 | Exact match | 131 contacts → |
“Soluzione Tasse è una società specializzata in pianificazione fiscale e protezione del patrimonio che si avvale di team di 35 professionisti, tra cui dottori commercialisti…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  55ip55-ip.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 105 contacts → |
“55ip is a financial technology company purpose-built to break down barriers to financial progress.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Neil Jesani Advisors, INCneiljesani.comHQ: Sunrise, NV, United StatesReported employees: 201-500 | Sunrise, NV, United States | 201-500 | Exact match | 91 contacts → |
“Neil Jesani Tax Advisors, Inc.(NJA) provides a full suite of tax, compliance, accounting, resolution and advisory services, drawing on extensive industry knowledge to serve high…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Fiscaliafiscaliasolution.frHQ: Toulouse, FranceReported employees: Not recorded | Toulouse, France | Not recorded | Exact match | 83 contacts → |
“FISCALIA est une entreprise résolument indépendante spécialisée dans le conseil en optimisation fiscale, les solutions de défiscalisation, l'investissement et le financement…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Quantinno Capital Managementquantinno.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 81 contacts → |
“Founded in 2018, Quantinno Capital Management aims to deliver customized, tax-optimized managed account solutions designed to enhance the after-tax wealth of sophisticated…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  The FRY Groupthefrygroup.co.ukHQ: United KingdomReported employees: 51-200 | United Kingdom | 51-200 | Exact match | 81 contacts → |
“We are a team of helpful tax and financial planning experts, here to listen, understand your needs and circumstances and make all aspects of dealing with your finances simple…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Monarch Private Capitalmonarchprivate.comHQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 77 contacts → |
“Founded in 2005, Monarch Private Capital (formerly State Tax Credit Exchange) is a financial services company providing federal and state tax credit solutions to Fortune 500…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Berger Financial Group, INCbergerfinancialgroup.comHQ: Plymouth, ME, IndiaReported employees: 51-200 | Plymouth, ME, India | 51-200 | Exact match | 70 contacts → |
“With experienced financial planners and dedicated CPAs on staff, our team approach to wealth management sets us apart.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Prosperityprosperityea.comHQ: New York, CA, United StatesReported employees: 51-200 | New York, CA, United States | 51-200 | Exact match | 58 contacts → |
“Prosperity – An EisnerAmper Company, is an independent fiduciary (RIA).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Foss & Companyfossandco.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 56 contacts → |
“Foss & Company is a nationally recognized institutional investment management firm dedicated to providing corporate investors the greatest access to federal and state tax credit…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Smartleafsmartleaf.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 56 contacts → |
“Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Romanovsky & Associates LLPromanovsky.comHQ: Edmonton & Toronto, CanadaReported employees: 11-50 | Edmonton & Toronto, Canada | 11-50 | Exact match | 55 contacts → |
“At Romanovsky and Associates we are committed to providing high quality services that are needed in today's competitive market place.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Robert Hall & Associatesroberthalltaxes.comHQ: Glendale, CA, United StatesReported employees: 51-200 | Glendale, CA, United States | 51-200 | Exact match | 52 contacts → |
“With over 50 years of experience, Robert Hall & Associates is your trusted partner for tax preparation and consulting.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Retirewise TAX And Wealth Advisorsretirewisepath.comHQ: Topeka, KS, United StatesReported employees: Not recorded | Topeka, KS, United States | Not recorded | Exact match | 50 contacts → |
“RetireWise Tax and Wealth Advisors is a financial services company with a very unique approach.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Diversified, LLCdiversifiedllc.comHQ: Wilmington, DE, United StatesReported employees: 11-50 | Wilmington, DE, United States | 11-50 | Exact match | 49 contacts → |
“We provide intimate, intricate financial planning for busy executives and professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  The Accounting LABtheaccountinglab.coHQ: Knoxville, FL, United StatesReported employees: 51-200 | Knoxville, FL, United States | 51-200 | Exact match | 45 contacts → |
“At The Accounting Lab, we are dedicated to helping individuals and businesses optimize their financial success through effective tax minimization strategies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Olarryolarry.comHQ: Menlo Park, CA, United StatesReported employees: Not recorded | Menlo Park, CA, United States | Not recorded | Exact match | 45 contacts → |
“Transparent tax strategies start here.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  CLIMBclimb.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 43 contacts → |
“En France, s’occuper de son patrimoine, de ses investissements ou de ses impôts peut sembler complexe : manque de temps, de connaissances ou d’interlocuteurs de confiance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Asset Preservation Wealth & TAXapsitaxes.comHQ: Peoria, AZ, United StatesReported employees: 11-50 | Peoria, AZ, United States | 11-50 | Exact match | 40 contacts → |
“Asset Preservation Wealth & Tax is an independent income tax, financial planning, estate planning, and insurance service firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  S'investirsinvestir.frHQ: United StatesReported employees: Not recorded | United States | Not recorded | Exact match | 40 contacts → |
“S’investir : votre patrimoine enfin optimisé Choisissez notre approche unique alliant performance et sécurité de votre patrimoine grâce à notre accompagnement en gestion privée.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Ascend TAX And Business Advisorsascendadvisors.comHQ: Calabasas, CA, United StatesReported employees: 11-50 | Calabasas, CA, United States | 11-50 | Exact match | 39 contacts → |
“At Ascend, our team of advisors has over 40 years of combined strategic tax and accounting experience.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,453 company matches
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Portfolio tax management services: dataset insights
November 6, 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
1,440 records in the displayed employee bands.
13 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 1,453 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: November 6, 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 tax management services by location
6 lists · largest firstEvery Portfolio tax management services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Portfolio tax management services based in the United States905
- Portfolio tax management services based in Canada52
- Portfolio tax management services based in France44
- Portfolio tax management services based in Germany41
- Portfolio tax management services based in Brazil32
- Portfolio tax management services based in the United Kingdom27
Questions about this company list
What does Exact match mean for portfolio tax management services?
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 tax management services did RevenueBase find worldwide?
The saved snapshot records 1,453 matching company records, 8,035 tracked contacts and 3,122 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: November 6, 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 tax management services worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/portfolio-tax-management-services.
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 tax management services worldwide
RevenueBase records 1,453 matching company records for portfolio tax management services worldwide, with 8,035 tracked contacts and 3,122 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: November 6, 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 tax management services 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 | Apercen Partners LLCapercen.com HQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 427 contacts → |
“Originating from the English and Latin roots of “apercu,” an act of insight, and “census,” an applied study of wealth and property, Apercen is a tax consulting firm offering high…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | WTAXwtax.co HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 325 contacts → |
“WTax manages and maximizes foreign withholding tax relief and reclaim entitlements for investors and financial institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Incite TAXincitetax.com HQ: Draper, UT, United StatesReported employees: 201-500 | Draper, UT, United States | 201-500 | Exact match | 187 contacts → |
“Stop overpaying the IRS and start fueling your business passions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Universal Wealthuniversalwealth.com HQ: Surprise, AZ, United StatesReported employees: 1,001-5,000 | Surprise, AZ, United States | 1,001-5,000 | Exact match | 132 contacts → |
“Universal Wealth is lead by Andre L.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Soluzione Tassesoluzionetasse.com HQ: Milan, ItalyReported employees: 201-500 | Milan, Italy | 201-500 | Exact match | 131 contacts → |
“Soluzione Tasse è una società specializzata in pianificazione fiscale e protezione del patrimonio che si avvale di team di 35 professionisti, tra cui dottori commercialisti…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 55ip55-ip.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 105 contacts → |
“55ip is a financial technology company purpose-built to break down barriers to financial progress.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Neil Jesani Advisors, INCneiljesani.com HQ: Sunrise, NV, United StatesReported employees: 201-500 | Sunrise, NV, United States | 201-500 | Exact match | 91 contacts → |
“Neil Jesani Tax Advisors, Inc.(NJA) provides a full suite of tax, compliance, accounting, resolution and advisory services, drawing on extensive industry knowledge to serve high…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Fiscaliafiscaliasolution.fr HQ: Toulouse, FranceReported employees: Not recorded | Toulouse, France | Not recorded | Exact match | 83 contacts → |
“FISCALIA est une entreprise résolument indépendante spécialisée dans le conseil en optimisation fiscale, les solutions de défiscalisation, l'investissement et le financement…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Quantinno Capital Managementquantinno.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 81 contacts → |
“Founded in 2018, Quantinno Capital Management aims to deliver customized, tax-optimized managed account solutions designed to enhance the after-tax wealth of sophisticated…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | The FRY Groupthefrygroup.co.uk HQ: United KingdomReported employees: 51-200 | United Kingdom | 51-200 | Exact match | 81 contacts → |
“We are a team of helpful tax and financial planning experts, here to listen, understand your needs and circumstances and make all aspects of dealing with your finances simple…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Monarch Private Capitalmonarchprivate.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 77 contacts → |
“Founded in 2005, Monarch Private Capital (formerly State Tax Credit Exchange) is a financial services company providing federal and state tax credit solutions to Fortune 500…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Berger Financial Group, INCbergerfinancialgroup.com HQ: Plymouth, ME, IndiaReported employees: 51-200 | Plymouth, ME, India | 51-200 | Exact match | 70 contacts → |
“With experienced financial planners and dedicated CPAs on staff, our team approach to wealth management sets us apart.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Prosperityprosperityea.com HQ: New York, CA, United StatesReported employees: 51-200 | New York, CA, United States | 51-200 | Exact match | 58 contacts → |
“Prosperity – An EisnerAmper Company, is an independent fiduciary (RIA).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Foss & Companyfossandco.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 56 contacts → |
“Foss & Company is a nationally recognized institutional investment management firm dedicated to providing corporate investors the greatest access to federal and state tax credit…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Smartleafsmartleaf.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 56 contacts → |
“Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Romanovsky & Associates LLPromanovsky.com HQ: Edmonton & Toronto, CanadaReported employees: 11-50 | Edmonton & Toronto, Canada | 11-50 | Exact match | 55 contacts → |
“At Romanovsky and Associates we are committed to providing high quality services that are needed in today's competitive market place.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Robert Hall & Associatesroberthalltaxes.com HQ: Glendale, CA, United StatesReported employees: 51-200 | Glendale, CA, United States | 51-200 | Exact match | 52 contacts → |
“With over 50 years of experience, Robert Hall & Associates is your trusted partner for tax preparation and consulting.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Retirewise TAX And Wealth Advisorsretirewisepath.com HQ: Topeka, KS, United StatesReported employees: Not recorded | Topeka, KS, United States | Not recorded | Exact match | 50 contacts → |
“RetireWise Tax and Wealth Advisors is a financial services company with a very unique approach.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Diversified, LLCdiversifiedllc.com HQ: Wilmington, DE, United StatesReported employees: 11-50 | Wilmington, DE, United States | 11-50 | Exact match | 49 contacts → |
“We provide intimate, intricate financial planning for busy executives and professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | The Accounting LABtheaccountinglab.co HQ: Knoxville, FL, United StatesReported employees: 51-200 | Knoxville, FL, United States | 51-200 | Exact match | 45 contacts → |
“At The Accounting Lab, we are dedicated to helping individuals and businesses optimize their financial success through effective tax minimization strategies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Olarryolarry.com HQ: Menlo Park, CA, United StatesReported employees: Not recorded | Menlo Park, CA, United States | Not recorded | Exact match | 45 contacts → |
“Transparent tax strategies start here.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | CLIMBclimb.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 43 contacts → |
“En France, s’occuper de son patrimoine, de ses investissements ou de ses impôts peut sembler complexe : manque de temps, de connaissances ou d’interlocuteurs de confiance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Asset Preservation Wealth & TAXapsitaxes.com HQ: Peoria, AZ, United StatesReported employees: 11-50 | Peoria, AZ, United States | 11-50 | Exact match | 40 contacts → |
“Asset Preservation Wealth & Tax is an independent income tax, financial planning, estate planning, and insurance service firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | S'investirsinvestir.fr HQ: United StatesReported employees: Not recorded | United States | Not recorded | Exact match | 40 contacts → |
“S’investir : votre patrimoine enfin optimisé Choisissez notre approche unique alliant performance et sécurité de votre patrimoine grâce à notre accompagnement en gestion privée.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Ascend TAX And Business Advisorsascendadvisors.com HQ: Calabasas, CA, United StatesReported employees: 11-50 | Calabasas, CA, United States | 11-50 | Exact match | 39 contacts → |
“At Ascend, our team of advisors has over 40 years of combined strategic tax and accounting experience.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,453 company matches
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Portfolio tax management services: dataset insights
November 6, 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
1,440 records in the displayed employee bands.
13 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 1,453 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: November 6, 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 tax management services by location
6 lists · largest firstEvery Portfolio tax management services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Portfolio tax management services based in the United States905
- Portfolio tax management services based in Canada52
- Portfolio tax management services based in France44
- Portfolio tax management services based in Germany41
- Portfolio tax management services based in Brazil32
- Portfolio tax management services based in the United Kingdom27
Questions about this company list
What does Exact match mean for portfolio tax management services?
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 tax management services did RevenueBase find worldwide?
The saved snapshot records 1,453 matching company records, 8,035 tracked contacts and 3,122 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: November 6, 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.
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Cite this list
RevenueBase Data Team. Top 25 portfolio tax management services worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/portfolio-tax-management-services.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗