Company lists · Data refreshed September 2026
Top 14 Family office consulting firms based in Portugal
RevenueBase identified 44 company matches for family office consulting firms associated with Portugal as of September 2026 and tracks 241 professional contacts across them, including 89 with verified work emails. Lisbon is the largest hub.
This list covers company matches for family office consulting firms associated with Portugal, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 14 largest family office consulting firms based in Portugal
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 81 contacts → | ||||
Exact match “Golden Wealth Management is the corporate brand of Golden in the financial field.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 13 contacts → | ||||
Exact match “Formed out of a young and dynamic team, Westmon is a company specialised in consolidation and analysis of financial assets and is an entity of DAPM SA, based in Geneva…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 12 contacts → | ||||
Exact match “Somos uma empresa jovem no mercado com consultores com mais de 15 anos de experiência e conhecimento no sector nacional e internacional.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 12 contacts → | ||||
Exact match “As melhores opções para rentabilizar o seu Património.+ Investimentos disponíveis em todos os Países Europeus.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 10 contacts → | ||||
Exact match “Optimal Investments provides Investment Banking advisory services ranging from Corporate Finance and Fundraising to advisory in Alternative Investments (e.g.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 7 contacts → | ||||
Exact match “MFO - Multi Family Office® is a multi family office in Portugal focused on serving individual family’s needs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 7 contacts → | ||||
Exact match “A Private Solutions é uma empresa especializada em consultoria financeira para particulares.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 6 contacts → | ||||
Exact match “One Advice Private Management is an international consultancy operating as a multi-family office, dedicated to managing and protecting the assets of families and privately held…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match “TRX is a leading global merchant banking and advisory boutique providing diversified and independent financial, commercial, and consulting services to a diverse and broad client…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 4 contacts → | ||||
Exact match “A Cydonia Ventures é uma empresa especializada, que atua nas áreas de investimento, gestão e fiscalidade, prestando um serviço de excelência a um amplo conjunto de clientes.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 2 contacts → | ||||
Exact match “The CNA - Corporate Finance, S.A.(CNA-CF), established in 2012, provides specialized services of Financial and Strategic Consulting and intermediation of M&A transaction.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 1 contacts → | ||||
Exact match “Consulting firm & finance advisory boutique with global reach, specialized in Business Strategy, Management, Corporate Finance, M&A, Project Finance and Sport Branding for…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 1 contacts → | ||||
Exact match “Bringing Family Office standards of stewardship and discretion to the Portuguese real estate market.” Recorded in the RevenueBase company graph · Sep 28, 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 “family office 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 14 of 44 family office consulting firms based in Portugal
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Family office consulting firms based in Portugal at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Portugal, so it is reported there. Company counts and contact totals on this page are exact for Portugal, over 44 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Portugal whose business descriptions match “family office 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. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 89 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 28, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “family office consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family office consulting firms are there based in Portugal?
RevenueBase identified 44 company matches for family office consulting firms associated with Portugal as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Golden Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most family office consulting firms?
Lisbon leads with 29 company records, followed by Porto (3) and Cascais (2).
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 89 professional contacts with verified work emails tracked across these 44 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 44 family office consulting firms based in Portugal. Start with a free account, no credit card.
Download this list →Related lists
Family office consulting firms by geography
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- Family office consulting firms based in Belo Horizonte, Brazil
- Family office consulting firms based in Porto Alegre, Brazil
- Family office consulting firms based in Rio De Janeiro, Brazil
- Family office consulting firms based in Sao Paulo, Brazil
- Family office consulting firms based in Calgary, Canada
- Family office consulting firms based in Edmonton, Canada
- Family office consulting firms based in Mississauga, Canada
- Family office consulting firms based in Montreal, Canada
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
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- Lists by location
- Lists A-Z
- New lists
- Family office consulting firms based in Brisbane, Australia
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- Family office consulting firms based in Perth, Australia
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Company intelligence · public preview
Top 14 family office consulting firms based in Portugal
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 44 matching company records for family office consulting firms based in Portugal, with 241 tracked contacts and 89 verified work emails.
This public preview shows 14 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 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 14 family office consulting firms based in Portugal
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 |  Golden Wealth Managementgoldenwm.ptHQ: Porto, PortugalReported employees: 51-200 | Porto, Portugal | 51-200 | Exact match | 81 contacts → |
“Golden Wealth Management is the corporate brand of Golden in the financial field.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Westmonwestmon.netHQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 13 contacts → |
“Formed out of a young and dynamic team, Westmon is a company specialised in consolidation and analysis of financial assets and is an entity of DAPM SA, based in Geneva…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  DP Financial Partnersdp-fp.comHQ: Sintra, PortugalReported employees: 11-50 | Sintra, Portugal | 11-50 | Exact match | 12 contacts → |
“Somos uma empresa jovem no mercado com consultores com mais de 15 anos de experiência e conhecimento no sector nacional e internacional.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  BIZ Groupbizgroup.euHQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 12 contacts → |
“As melhores opções para rentabilizar o seu Património.+ Investimentos disponíveis em todos os Países Europeus.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Optimal Investmentsoptimalinvestments.ptHQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 10 contacts → |
“Optimal Investments provides Investment Banking advisory services ranging from Corporate Finance and Fundraising to advisory in Alternative Investments (e.g.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | MFOmfoffice.eu HQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 7 contacts → |
“MFO - Multi Family Office® is a multi family office in Portugal focused on serving individual family’s needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Private Solutionsprivatesolutions.ptHQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 7 contacts → |
“A Private Solutions é uma empresa especializada em consultoria financeira para particulares.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | ONE Adviceoneadvice.biz HQ: Lisbon, PortugalReported employees: 1-10 | Lisbon, Portugal | 1-10 | Exact match | 6 contacts → |
“One Advice Private Management is an international consultancy operating as a multi-family office, dedicated to managing and protecting the assets of families and privately held…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  TRX Global Boutique Merchant Banktrxinvest.comHQ: Cascais, PortugalReported employees: 51-200 | Cascais, Portugal | 51-200 | Exact match | 5 contacts → |
“TRX is a leading global merchant banking and advisory boutique providing diversified and independent financial, commercial, and consulting services to a diverse and broad client…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Cydonia Venturescydonia.ptHQ: Lisbon, PortugalReported employees: 1-10 | Lisbon, Portugal | 1-10 | Exact match | 4 contacts → |
“A Cydonia Ventures é uma empresa especializada, que atua nas áreas de investimento, gestão e fiscalidade, prestando um serviço de excelência a um amplo conjunto de clientes.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  CNAcna-finance.ptHQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 2 contacts → |
“The CNA - Corporate Finance, S.A.(CNA-CF), established in 2012, provides specialized services of Financial and Strategic Consulting and intermediation of M&A transaction.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Atrium Investimentosatrium.ptHQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 |  Mastro CSmastrocs.comHQ: Lisbon, PortugalReported employees: 1-10 | Lisbon, Portugal | 1-10 | Exact match | 1 contacts → |
“Consulting firm & finance advisory boutique with global reach, specialized in Business Strategy, Management, Corporate Finance, M&A, Project Finance and Sport Branding for…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Morpho Real Estatemorpho.pt HQ: Azeitão, PortugalReported employees: 1-10 | Azeitão, Portugal | 1-10 | Exact match | 1 contacts → |
“Bringing Family Office standards of stewardship and discretion to the Portuguese real estate market.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 14 of 44 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
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Family office consulting firms: dataset insights
September 28, 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
44 records in the displayed employee bands.
0 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 worldwide rather than for Portugal, so it is reported there. Company counts and contact totals on this page are exact for Portugal, over 44 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 28, 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 ↗
Questions about this company list
What does Exact match mean for family office 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 family office consulting firms did RevenueBase find based in Portugal?
The saved snapshot records 44 matching company records, 241 tracked contacts and 89 verified emails. The public preview displays 14 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 28, 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
Family office consulting firms by geography
- Family office consulting firms based in Brisbane, Australia
- Family office consulting firms based in Melbourne, Australia
- Family office consulting firms based in Perth, Australia
- Family office consulting firms based in Sydney, Australia
- Family office consulting firms based in Belo Horizonte, Brazil
- Family office consulting firms based in Porto Alegre, Brazil
- Family office consulting firms based in Rio De Janeiro, Brazil
- Family office consulting firms based in Sao Paulo, Brazil
- Family office consulting firms based in Calgary, Canada
- Family office consulting firms based in Edmonton, Canada
- Family office consulting firms based in Mississauga, Canada
- Family office consulting firms based in Montreal, Canada
Cite this list
RevenueBase Data Team. Top 14 family office consulting firms based in Portugal. Snapshot: September 28, 2026. https://revenuebase.ai/companies/family-office-consulting-firms/portugal.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office consulting firms based in Brisbane, Australia
- Family office consulting firms based in Melbourne, Australia
- Family office consulting firms based in Perth, Australia
- Family office consulting firms based in Sydney, Australia
- Family office consulting firms based in Belo Horizonte, Brazil
- Family office consulting firms based in Porto Alegre, Brazil
Company intelligence · public preview
Top 14 family office consulting firms based in Portugal
RevenueBase records 44 matching company records for family office consulting firms based in Portugal, with 241 tracked contacts and 89 verified work emails.
This public preview shows 14 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 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 14 family office consulting firms based in Portugal
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 | Golden Wealth Managementgoldenwm.pt HQ: Porto, PortugalReported employees: 51-200 | Porto, Portugal | 51-200 | Exact match | 81 contacts → |
“Golden Wealth Management is the corporate brand of Golden in the financial field.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Westmonwestmon.net HQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 13 contacts → |
“Formed out of a young and dynamic team, Westmon is a company specialised in consolidation and analysis of financial assets and is an entity of DAPM SA, based in Geneva…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | DP Financial Partnersdp-fp.com HQ: Sintra, PortugalReported employees: 11-50 | Sintra, Portugal | 11-50 | Exact match | 12 contacts → |
“Somos uma empresa jovem no mercado com consultores com mais de 15 anos de experiência e conhecimento no sector nacional e internacional.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | BIZ Groupbizgroup.eu HQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 12 contacts → |
“As melhores opções para rentabilizar o seu Património.+ Investimentos disponíveis em todos os Países Europeus.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Optimal Investmentsoptimalinvestments.pt HQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 10 contacts → |
“Optimal Investments provides Investment Banking advisory services ranging from Corporate Finance and Fundraising to advisory in Alternative Investments (e.g.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | MFOmfoffice.eu HQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 7 contacts → |
“MFO - Multi Family Office® is a multi family office in Portugal focused on serving individual family’s needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Private Solutionsprivatesolutions.pt HQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 7 contacts → |
“A Private Solutions é uma empresa especializada em consultoria financeira para particulares.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | ONE Adviceoneadvice.biz HQ: Lisbon, PortugalReported employees: 1-10 | Lisbon, Portugal | 1-10 | Exact match | 6 contacts → |
“One Advice Private Management is an international consultancy operating as a multi-family office, dedicated to managing and protecting the assets of families and privately held…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | TRX Global Boutique Merchant Banktrxinvest.com HQ: Cascais, PortugalReported employees: 51-200 | Cascais, Portugal | 51-200 | Exact match | 5 contacts → |
“TRX is a leading global merchant banking and advisory boutique providing diversified and independent financial, commercial, and consulting services to a diverse and broad client…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Cydonia Venturescydonia.pt HQ: Lisbon, PortugalReported employees: 1-10 | Lisbon, Portugal | 1-10 | Exact match | 4 contacts → |
“A Cydonia Ventures é uma empresa especializada, que atua nas áreas de investimento, gestão e fiscalidade, prestando um serviço de excelência a um amplo conjunto de clientes.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | CNAcna-finance.pt HQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 2 contacts → |
“The CNA - Corporate Finance, S.A.(CNA-CF), established in 2012, provides specialized services of Financial and Strategic Consulting and intermediation of M&A transaction.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Atrium Investimentosatrium.pt HQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 | Mastro CSmastrocs.com HQ: Lisbon, PortugalReported employees: 1-10 | Lisbon, Portugal | 1-10 | Exact match | 1 contacts → |
“Consulting firm & finance advisory boutique with global reach, specialized in Business Strategy, Management, Corporate Finance, M&A, Project Finance and Sport Branding for…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Morpho Real Estatemorpho.pt HQ: Azeitão, PortugalReported employees: 1-10 | Azeitão, Portugal | 1-10 | Exact match | 1 contacts → |
“Bringing Family Office standards of stewardship and discretion to the Portuguese real estate market.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 14 of 44 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Family office consulting firms: dataset insights
September 28, 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
44 records in the displayed employee bands.
0 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 worldwide rather than for Portugal, so it is reported there. Company counts and contact totals on this page are exact for Portugal, over 44 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 28, 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 ↗
Questions about this company list
What does Exact match mean for family office 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 family office consulting firms did RevenueBase find based in Portugal?
The saved snapshot records 44 matching company records, 241 tracked contacts and 89 verified emails. The public preview displays 14 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 28, 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
Family office consulting firms by geography
- Family office consulting firms based in Brisbane, Australia
- Family office consulting firms based in Melbourne, Australia
- Family office consulting firms based in Perth, Australia
- Family office consulting firms based in Sydney, Australia
- Family office consulting firms based in Belo Horizonte, Brazil
- Family office consulting firms based in Porto Alegre, Brazil
- Family office consulting firms based in Rio De Janeiro, Brazil
- Family office consulting firms based in Sao Paulo, Brazil
- Family office consulting firms based in Calgary, Canada
- Family office consulting firms based in Edmonton, Canada
- Family office consulting firms based in Mississauga, Canada
- Family office consulting firms based in Montreal, Canada
Cite this list
RevenueBase Data Team. Top 14 family office consulting firms based in Portugal. Snapshot: September 28, 2026. https://revenuebase.ai/companies/family-office-consulting-firms/portugal.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Family office consulting firms based in Brisbane, Australia
- Family office consulting firms based in Melbourne, Australia
- Family office consulting firms based in Perth, Australia
- Family office consulting firms based in Sydney, Australia
- Family office consulting firms based in Belo Horizonte, Brazil
- Family office consulting firms based in Porto Alegre, Brazil