Company lists · Data refreshed September 2026

Top 25 Family offices based in Portugal

RevenueBase identified 68 family offices headquartered in Portugal as of September 2026 and tracks 499 professional contacts across them, including 215 with verified work emails. Lisbon is the largest hub.

This list covers family offices headquartered in Portugal, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
68Companies
499Contacts tracked
215Verified emails
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The 25 largest family offices based in Portugal

Ranked by team size
Top 25 of 68 family offices based in Portugal, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to family offices: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidencePorto, PortugalHQ checked Sep 19, 202651-200125 contacts →

Indirect evidence

“Carregosa celebrated 190 years in the financial sector in 2023.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidencePorto, PortugalHQ checked Sep 19, 202651-20081 contacts →

Indirect evidence

“Golden Wealth Management is the corporate brand of Golden in the financial field.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceLisbon, PortugalHQ checked Sep 19, 202651-20027 contacts →

Indirect evidence

“Draycott is a diversified alternative asset manager, with the ambition to place alternatives within reach of Iberian savers.”

Source: RevenueBase Database · checked Sep 19, 2026
4Strong evidenceLisbon, PortugalHQ checked Sep 19, 202611-5019 contacts →

Strong evidence

“ORIA is a leading real estate advisory in Portugal in finding and securing properties for private individuals, family offices, and property investors.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidencePorto, PortugalHQ checked Sep 19, 20261-1014 contacts →

Indirect evidence

“Vallis Capital Partners is an independent holding company focused on managing Private Equity and investment funds, fully owned by the Founding Partners.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceFunchal, PortugalHQ checked Sep 19, 202611-5014 contacts →

Indirect evidence

“GPI Europe is a full-service wealth management firm delivering intelligent financial solutions for every stage of your journey.”

Source: RevenueBase Database · checked Sep 19, 2026
7Strong evidenceBoavista, PortugalHQ checked Sep 19, 202611-5013 contacts →

Strong evidence

“We are a family office, self-administered real estate investment company.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceLisbon, PortugalHQ checked Sep 19, 202611-5013 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
9Strong evidenceLisboa, PortugalHQ checked Sep 19, 202611-5012 contacts →

Strong evidence

“TOTE SER Capital is a family office focused on investment and diversified asset management, with its core in real estate and a distinctive approach grounded in strategic…”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceLisbon, PortugalHQ checked Sep 19, 202611-5012 contacts →

Indirect evidence

“As melhores opções para rentabilizar o seu Património.+ Investimentos disponíveis em todos os Países Europeus.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceLisbon, PortugalHQ checked Sep 19, 202611-5010 contacts →

Indirect evidence

“Optimal Investments provides Investment Banking advisory services ranging from Corporate Finance and Fundraising to advisory in Alternative Investments (e.g.”

Source: RevenueBase Database · checked Sep 19, 2026
12Strong evidenceLisbon, PortugalHQ checked Sep 19, 202611-507 contacts →

Strong evidence

“MFO - Multi Family Office® is a multi family office in Portugal focused on serving individual family’s needs.”

Source: RevenueBase Database · checked Sep 19, 2026
13Strong evidenceLisbon, PortugalHQ checked Sep 19, 202611-506 contacts →

Strong evidence

“We are a family held, investment office based in Lisbon with an institutional set up.”

Source: RevenueBase Database · checked Sep 19, 2026
14Strong evidenceLisbon, PortugalHQ checked Sep 19, 20261-106 contacts →

Strong evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceCascais, PortugalHQ checked Sep 19, 202651-2005 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
16Strong evidencePorto Brandão, PortugalHQ checked Sep 19, 20261-104 contacts →

Strong evidence

“Southshore Investments is a family office that privately owns a group of companies.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceLisbon, PortugalHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceBraga, PortugalHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“We are not a concierge company.”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceLisbon, PortugalHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceCascais, PortugalHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Fundstream is a private company, wholly owned by the directors and staff.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceEntroncamento, PortugalHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Asset, Business, and Wealth Management”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceLisboa, PortugalHQ checked Sep 19, 202611-501 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
23Strong evidenceLisbon, PortugalHQ checked Sep 19, 20261-101 contacts →

Strong evidence

“Mogope is a Portuguese family office with a long history of successful private equity investments across multiple industries.”

Source: RevenueBase Database · checked Sep 19, 2026
24Strong evidenceAzeitão, PortugalHQ checked Sep 19, 20261-101 contacts →

Strong evidence

“Bringing Family Office standards of stewardship and discretion to the Portuguese real estate market.”

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceLisbon, PortugalHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“The privilege of finding a one-stop shop with independent solutions for investment and residency, specialized in Portugal and certified by 10 years of experience in investment…”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 68 family offices based in Portugal

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Family offices based in Portugal at a glance

As of Sep 19, 2026
43.1%Verified-email coverage
7.3Average contacts per company
1-10Median size (employees)
32.4%Largest-city concentration · Lisbon
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
48
11-50
16
51-200
4

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 68 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among family offices, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Portugal whose own description of what they do matches “family offices”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names family offices), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among family offices, and records with no verified work email. Companies headquartered outside Portugal are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 215 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names family offices, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many family offices are there based in Portugal?

RevenueBase identified 68 family offices headquartered in Portugal as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Banco Carregosa, headquartered in Porto, tops this list with the largest team on record.

Which city has the most family offices?

Lisbon leads with 22 headquartered companies, followed by Lisboa (15) and Cascais (5).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 215 verified decision-maker contacts tracked across these 68 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.