Company lists · Data refreshed September 2026

Top 25 Financial planning consulting firms based in Portugal

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

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 92 companies tracked

RevenueBase identified 92 company matches for financial planning consulting firms associated with Portugal as of September 2026 and tracks 507 professional contacts across them, including 146 with verified work emails. Lisbon is the largest hub.

This list covers company matches for financial planning 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 30, 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 RevenueBase SmartSearch · Exact Recorded Sep 30, 2026 How this list was built

92Companies

507Contacts tracked

146Verified emails

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The 25 largest financial planning consulting firms based in Portugal

Ranked by team size

Top 25 of 92 company matches for financial planning consulting firms based in Portugal, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Btocnet	Exact match	Lisbon, PortugalHQ recorded Sep 30, 2026	51-200	86 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
2	Reorganiza	Exact match	Lisbon, PortugalHQ recorded Sep 30, 2026	11-50	31 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3	Visar- Consultores Associados	Exact match	Viseu, PortugalHQ recorded Sep 30, 2026	11-50	29 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
4	MTK Consulting	Exact match	Barcelos, PortugalHQ recorded Sep 30, 2026	11-50	21 contacts →
	Exact match “At MTK CONSULTING, we are specialists in Financial Consulting, Accounting and Taxation, Investment Projects, Private Equity and Venture Capital.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5	MII Capital	Exact match	Lisbon, PortugalHQ recorded Sep 30, 2026	11-50	19 contacts →
	Exact match “A Mii Capital desenvolve a sua actividade em duas áreas de negócio: Corporate Advisory e Financial Planning (Planeamento Financeiro Individual).” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6	Similae Business Services	Exact match	Vilamoura, PortugalHQ recorded Sep 30, 2026	11-50	17 contacts →
	Exact match “Similae Business Services provides tax advisory, accounting, and business strategy services to small and mid- sized emerging and established businesses.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7	Mutatis Mutandis	Exact match	Lisbon, PortugalHQ recorded Sep 30, 2026	11-50	17 contacts →
	Exact match “Empresa prestadora de serviços financeiros, fiscais e consultoria.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	Ciphra	Exact match	Paivas, PortugalHQ recorded Sep 30, 2026	11-50	17 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	ALL The WAY	Exact match	Porto, PortugalHQ recorded Sep 30, 2026	11-50	14 contacts →
	Exact match “A All the Way – Business Consulting, Lda é uma empresa de consultoria financeira e fiscal.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	DP Financial Partners	Exact match	Sintra, PortugalHQ recorded Sep 30, 2026	11-50	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 30, 2026 · View company records in RevenueBase
11	The Taxco Portugal	Exact match	Lisbon, PortugalHQ recorded Sep 30, 2026	1-10	10 contacts →
	Exact match “Contabilidade \|\| Consultoria” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	Fallwalls	Exact match	Maia, PortugalHQ recorded Sep 30, 2026	1-10	8 contacts →
	Exact match “FALLWALLS support managers and business owners, advising and implementing plans in management areas: Finance:(Foundations; Optimization; Automatization; Control; Outsourcing)…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	Alavanca Consulting	Exact match	Porto, PortugalHQ recorded Sep 30, 2026	1-10	7 contacts →
	Exact match “Constituída em Março de 1998.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	Private Solutions	Exact match	Lisbon, PortugalHQ recorded Sep 30, 2026	11-50	7 contacts →
	Exact match “A Private Solutions é uma empresa especializada em consultoria financeira para particulares.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	Newin Consulting	Exact match	Lisbon, PortugalHQ recorded Sep 30, 2026	11-50	6 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	CRA Consultores, LDA	Exact match	Braga, PortugalHQ recorded Sep 30, 2026	11-50	6 contacts →
	Exact match “contabilidade, fiscalidade, finanças, consultoria, impostos, gestão, consultadoria, financeira” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
17	Cydonia Ventures	Exact match	Lisbon, PortugalHQ recorded Sep 30, 2026	1-10	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 30, 2026 · View company records in RevenueBase
18	Ceteocontas	Exact match	Porto, PortugalHQ recorded Sep 30, 2026	1-10	4 contacts →
	Exact match “Contabilidade assessoria fiscal diagnóstico económico e financeiro processamento de salários assessoria laboral apoio à criação de empresas” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
19	Finin Consulting	Exact match	Lisbon, PortugalHQ recorded Sep 30, 2026	1-10	4 contacts →
	Exact match “QUEM SOMOS Somos uma empresa de Consultoria Financeira especialista na implementação de ferramentas diretamente relacionadas com a Gestão e Análise Financeira.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
20	VLO Business	Exact match	Caldas Da Rainha, PortugalHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “Contabilidade, planeamento fiscal, avaliação económica de ideias e apoio dentro da área financeira a empresas de pequena dimensão.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21	Cspereira	Exact match	Faro, PortugalHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “Assessoramos o(a) contribuinte no cumprimento e planeamento das suas obrigações fiscais (impostos), o(a) empreendedor(a) através de consultoria de gestão empresarial e as empresas…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22	CNA	Exact match	Lisbon, PortugalHQ recorded Sep 30, 2026	11-50	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 30, 2026 · View company records in RevenueBase
23	Derivafator	Exact match	Funchal (sé), PortugalHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “A DerivaFator é uma empresa especialista em serviços de consultoria financeira, 100% focada em empresas- Avaliação de Empresas: Compra e venda; Disputas entre sócios; Disputas…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24	Lead Finance	Exact match	Porto, PortugalHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “A Lead Finance dedica-se à prestação de serviços de consultoria financeira a particulares e empresas, nacionais e internacionais, tendo sede no Porto.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
25	ARS Consultores	Exact match	Viseu, PortugalHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “ARS Consultores is an internationally renowned company dedicated to consulting and providing corporate finance, M&A, business strategy and management consulting services, whose…” Recorded in the RevenueBase company graph · Sep 30, 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 “financial planning consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 92 financial planning consulting firms based in Portugal

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Financial planning consulting firms based in Portugal at a glance

As of Sep 30, 2026

28.8%Verified-email coverage

5.5Average contacts per company

1-10Median size (employees)

31.5%Largest-city concentration · Lisbon

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency is not reported for this list. Company counts and contact totals on this page are counted from the 92 companies this search returned, because the overall count for this search did not match them.

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 “financial planning 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 146 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 30, 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 “financial planning consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning consulting firms are there based in Portugal?

RevenueBase identified 92 company matches for financial planning 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?

Btocnet tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial planning consulting firms?

Lisbon leads with 29 company records, followed by Porto (12) and Leiria (3).

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 146 professional contacts with verified work emails tracked across these 92 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 30, 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.