Company lists · Data refreshed September 2026

Top 25 Financial consulting firms based in Portugal

Name: Financial consulting firms based in Portugal
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 205 companies tracked

RevenueBase identified 205 financial consulting firms headquartered in Portugal as of September 2026 and tracks 1,912 professional contacts across them, including 723 with verified work emails and 86 with mobile numbers. Lisboa is the largest hub.

This list covers financial consulting firms 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, how directly it supports the match, and when it was last checked. Data refreshed September 2, 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.

How to read this list Match evidence on every row Refreshed Sep 2, 2026 86% judged on-target in blind review

205Companies

1,912Contacts tracked

723Verified emails

86Mobile numbers

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The 25 largest financial consulting firms based in Portugal

Ranked by team size

Top 25 of 205 financial consulting firms based in Portugal, ranked by team size, largest first. Data refreshed Sep 2, 2026. Evidence rates how directly each company's own description names financial consulting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Banco DE Investimento GlobalIndirect evidence	Lisboa, Portugal	201-500	353
	“No BiG acreditamos que todos os dias são uma nova oportunidade para tomar melhores decisões financeiras.” Source: company website · checked Sep 2, 2026
2	AskblueStrong evidence	Lisboa, Portugal	201-500	338
	“AskBlue is a company created in 2013 that provides specialized consulting services in the financial sector and information technology.” Source: company website · checked Sep 2, 2026
3	Quanteam Rainbow Partners GroupIndirect evidence	Lisboa, Portugal	501-1,000	195
	“About us?” Source: company website · checked Sep 2, 2026
4	BtocnetIndirect evidence	Lisboa, Portugal	51-200	86
	“Criada em 2005 a EFIQCONCEPT – Consultores de Gestão, Lda vem exercendo a sua atividade essencialmente na área da consultoria financeira, fiscal e de recursos humanos, conta desde…” Source: company website · checked Sep 2, 2026
5	Golden Wealth ManagementPartial evidence	Portugal	51-200	79
	“Golden Wealth Management is the corporate brand of Golden in the financial field.” Source: company website · checked Sep 2, 2026
6	ReorganizaIndirect evidence	Lisboa, Portugal	11-50	31
	“A Reorganiza nasceu em 2011 com esta grande missão: ajudar as famílias e as pessoas a mudar hábitos e comportamentos para conseguirem ter uma relação saudável com o dinheiro e…” Source: company website · checked Sep 2, 2026
7	Visar- Consultores AssociadosIndirect evidence	Viseu, Portugal	11-50	29
	“A Visar nasceu em 1998 com o intuito de ajudar empresas e particulares na área da gestão financeira através de um serviço personalizado, integrado e planeado.” Source: company website · checked Sep 2, 2026
8	Devere PortugalPartial evidence	Vila Nova De Gaia, Portugal	11-50	21
	“deVere Portugal is part of one of the world’s leading financial advisory organisations, with more than $10bn under advice from over clients in 100 countries.” Source: company website · checked Sep 2, 2026
9	MTK ConsultingStrong evidence	V. Frescainha Barcelos, Portugal	11-50	20
	“At MTK CONSULTING, we are specialists in Financial Consulting, Accounting and Taxation, Investment Projects, Private Equity and Venture Capital.” Source: company website · checked Sep 2, 2026
10	MII CapitalPartial evidence	Lisboa, Portugal	11-50	19
	“A Mii Capital desenvolve a sua actividade em duas áreas de negócio: Corporate Advisory e Financial Planning (Planeamento Financeiro Individual).” Source: company website · checked Sep 2, 2026
11	AGS Consulting, LDAPartial evidence	Porto, Portugal	11-50	17
	“Nascida da associação de profissionais com uma intensa carreira de auditoria e consultadoria de gestão desenvolvida em firmas internacionais do sector, a AGS Consulting tem como…” Source: company website · checked Sep 2, 2026
12	CiphraIndirect evidence	Lisboa, Portugal	11-50	17
	“A CIPHRA é uma empresa de natureza especializada, oferecendo uma gama completa de serviços financeiros, produtos e soluções empresariais que ajudam os nossos clientes a…” Source: company website · checked Sep 2, 2026
13	Mutatis MutandisIndirect evidence	Lisboa, Portugal	11-50	16
	“Empresa prestadora de serviços financeiros, fiscais e consultoria.” Source: company website · checked Sep 2, 2026
14	ALL The WAYPartial evidence	Porto, Portugal	11-50	14
	“A All the Way – Business Consulting, Lda é uma empresa de consultoria financeira e fiscal.” Source: company website · checked Sep 2, 2026
15	Heed Capital Sgoic, S.APartial evidence	Lisboa, Portugal	11-50	14
	“Heed Capital - Your global navigator in asset management, specializing in investment funds and financial advisory across diverse geographies.” Source: company website · checked Sep 2, 2026
16	BIZ GroupIndirect evidence	Lisboa, Portugal	11-50	13
	“As melhores opções para rentabilizar o seu Património.+ Investimentos disponíveis em todos os Países Europeus.” Source: company website · checked Sep 2, 2026
17	mote.consultingStrong evidence	Lisboa, Portugal	11-50	12
	“mote.consulting is a Lisbon-based boutique consulting firm specialized in Financial Services and Healthcare industries with a multidisciplinary team.” Source: company website · checked Sep 2, 2026
18	DP Financial PartnersIndirect evidence	Maputo, Portugal	11-50	12
	“Somos uma empresa jovem no mercado com consultores com mais de 15 anos de experiência e conhecimento no sector nacional e internacional.” Source: company website · checked Sep 2, 2026
19	Optimal InvestmentsIndirect evidence	Lisbon, Portugal	11-50	11
	“Optimal Investments provides Investment Banking advisory services ranging from Corporate Finance and Fundraising to advisory in Alternative Investments (e.g.” Source: company website · checked Sep 2, 2026
20	Premivalor ConsultingIndirect evidence	Lisboa, Portugal	11-50	10
	“PremiValor - Estudos, Investimentos e Participações, surgiu da vontade e necessidade da existência de uma empresa que apresente soluções integradas “chave na mão” para a área da…” Source: company website · checked Sep 2, 2026
21	ASKIndirect evidence	Lisbon, Portugal	11-50	8
	“ASK is a Portuguese advisory services company acting in the following areas: 1.” Source: company website · checked Sep 2, 2026
22	HMBOIndirect evidence	Aveiro, Portugal	1-10	8
	“A HMBO Business Opportunities é uma entidade de referência na prestação de serviços de consultoria ao nível da área de Corporate Finance.” Source: company website · checked Sep 2, 2026
23	Alavanca ConsultingIndirect evidence	Porto, Portugal	1-10	7
	“Constituída em Março de 1998.” Source: company website · checked Sep 2, 2026
24	Private SolutionsIndirect evidence	Lisboa, Portugal	11-50	7
	“A Private Solutions é uma empresa especializada em consultoria financeira para particulares.” Source: company website · checked Sep 2, 2026
25	Newin ConsultingPartial evidence	Lisboa, Portugal	11-50	6
	“A Newin Consulting é uma empresa com 7 anos de atividade construída com base numa equipa jovem e ambiciosa com o objetivo de ajudar as empresas a desenvolver um futuro promissor…” Source: company website · checked Sep 2, 2026

Showing 25 of 205 financial consulting firms based in Portugal

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Financial consulting firms based in Portugal at a glance

As of Sep 2, 2026

1-10Median size (employees)

LisboaLargest hub · 52 HQs

86Contacts with mobile numbers

Sep 2, 2026Data refreshed

Companies by employee count

1-10

147

11-50

51-200

201-500

501-1,000

1,001-5,000

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 financial consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Portugal whose own description of what they do matches “financial consulting firms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among financial consulting firms, 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 an evidence 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, 723 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 2, 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.

Financial consulting firms by metro

Financial consulting firms in Lisboa52
Financial consulting firms in Porto28

Frequently asked

How many financial consulting firms are there based in Portugal?

RevenueBase identified 205 financial consulting firms 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 DE Investimento Global, headquartered in Lisboa, tops this list with the largest team on record.

Which city has the most financial consulting firms?

Lisboa leads with 52 headquartered companies, followed by Porto (28) and Lisbon (20).

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 723 verified decision-maker contacts tracked across these 205 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 2, 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 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.