Company lists · Data refreshed September 2026

Top 21 Investment banking advisory firms based in Portugal

RevenueBase identified 78 investment banking advisory firms headquartered in Portugal as of September 2026 and tracks 519 professional contacts across them, including 95 with verified work emails. Lisbon is the largest hub.

This list covers investment banking advisory 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 17, 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 17, 2026 86% judged on-target in blind review
78Companies
519Contacts tracked
95Verified emails
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The 21 largest investment banking advisory firms based in Portugal

Ranked by team size
Top 21 of 78 investment banking advisory firms based in Portugal, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to investment banking advisory firms: 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
1Strong evidenceLisbon, PortugalHQ checked Sep 17, 202651-200237 contacts →

Strong evidence

“Caixa - Banco de Investimento (CaixaBI) is the investment bank of Caixa Geral de Depósitos Group (CGD Group), the largest Portuguese banking group and a reference in our financial…”

Source: RevenueBase Database · checked Sep 17, 2026
2Partial evidenceLisboa, PortugalHQ checked Sep 17, 202611-5019 contacts →

Partial evidence

“A Mii Capital desenvolve a sua actividade em duas áreas de negócio: Corporate Advisory e Financial Planning (Planeamento Financeiro Individual).”

Source: RevenueBase Database · checked Sep 17, 2026
3Indirect evidenceLisboa, PortugalHQ checked Sep 17, 202611-5012 contacts →

Indirect evidence

“Restart Capital began operations in January 2022, with the aim of supporting economically viable companies with cash-flow difficulties or an excessive volume of debts to credit…”

Source: RevenueBase Database · checked Sep 17, 2026
4Strong evidenceLisbon, PortugalHQ checked Sep 17, 202611-5012 contacts →

Strong evidence

“Nove Corporate Finance has its origin in F9 Consulting a company whose founders came from the investment banking sector.”

Source: RevenueBase Database · checked Sep 17, 2026
5Strong evidenceLisbon, PortugalHQ checked Sep 17, 20261-1011 contacts →

Strong evidence

“Savel Capital provides its clients a full-range of investment banking services including equity capital markets, debt capital markets, mergers and acquisitions, restructuring and…”

Source: RevenueBase Database · checked Sep 17, 2026
6Strong evidenceLisbon, PortugalHQ checked Sep 17, 202611-5010 contacts →

Strong 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 17, 2026
7Indirect evidenceLisbon, PortugalHQ checked Sep 17, 202611-5010 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 17, 2026
8Indirect evidenceLisbon, PortugalHQ checked Sep 17, 20261-109 contacts →

Indirect evidence

“Glowside is a consulting boutique specializing in Strategy, Corporate Finance and M&A.”

Source: RevenueBase Database · checked Sep 17, 2026
9Partial evidenceLisbon, PortugalHQ checked Sep 17, 202611-508 contacts →

Partial evidence

“ASK is a Portuguese advisory services company acting in the following areas: 1.”

Source: RevenueBase Database · checked Sep 17, 2026
10Indirect evidenceAvenidas Novas, PortugalHQ checked Sep 17, 20261-107 contacts →

Indirect evidence

“Somos uma consultora independente que presta assessoria financeira às empresas e aos bancos ao longo de todo o ciclo de vida dos projetos e financiamentos.”

Source: RevenueBase Database · checked Sep 17, 2026
11Partial evidenceFoz Do Douro, PortugalHQ checked Sep 17, 20261-107 contacts →

Partial evidence

“We are an independent financial boutique based on the principles of excellence playing the role of Financial Advisor in Mergers & Acquisitions and Corporate Finance, with special…”

Source: RevenueBase Database · checked Sep 17, 2026
12Strong evidenceLisbon, PortugalHQ checked Sep 17, 202611-506 contacts →

Strong evidence

“Beresford Capital Advisors is an independent, partner-owned corporate and investment advisory firm based in Portugal, dedicated to creating long-term value for our clients.”

Source: RevenueBase Database · checked Sep 17, 2026
13Partial evidenceLisbon, PortugalHQ checked Sep 17, 20261-105 contacts →

Partial evidence

“Omnium Advisory Partners is an independent financial advisory boutique, specialized in providing Corporate Finance services, notably M&A, Debt Advisory, Performance Improvement…”

Source: RevenueBase Database · checked Sep 17, 2026
14Strong evidenceCascais, PortugalHQ checked Sep 17, 202651-2005 contacts →

Strong 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 17, 2026
15Partial evidenceLisbon, PortugalHQ checked Sep 17, 20261-105 contacts →

Partial evidence

“At Amplitude Partners, we specialise in strategic financial advisory services, focusing on M&A, capital raising, and strategic planning.”

Source: RevenueBase Database · checked Sep 17, 2026
16Indirect evidenceLisbon, PortugalHQ checked Sep 17, 202611-502 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 17, 2026
17Indirect evidenceViseu, PortugalHQ checked Sep 17, 20261-102 contacts →

Indirect evidence

“ARS Consultores is an internationally renowned company dedicated to consulting and providing corporate finance, M&A, business strategy and management consulting services, whose…”

Source: RevenueBase Database · checked Sep 17, 2026
18Partial evidenceLisbon, PortugalHQ checked Sep 17, 20261-102 contacts →

Partial evidence

“Gayzer is an independent M&A advisory firm providing buy-side and sell-side advisory across the EMEA region.”

Source: RevenueBase Database · checked Sep 17, 2026
19Partial evidenceAveiro, PortugalHQ checked Sep 17, 20261-101 contacts →

Partial evidence

“SMART BRAIN provides financial advisory and tailor-made solutions for SME segment, regarding financial services and defining strategy implementation and execution”

Source: RevenueBase Database · checked Sep 17, 2026
20Indirect evidenceLisbon, PortugalHQ checked Sep 17, 20261-101 contacts →

Indirect evidence

“Helping companies raise capital, deploy it effectively, and have sound financial management.”

Source: RevenueBase Database · checked Sep 17, 2026
21Partial evidenceFoz Do Douro, PortugalHQ checked Sep 17, 20261-101 contacts →

Partial evidence

“We are an independent financial advisory services firm.”

Source: RevenueBase Database · checked Sep 17, 2026

Showing 21 of 78 investment banking advisory firms based in Portugal

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Investment banking advisory firms based in Portugal at a glance

As of Sep 17, 2026
18.3%Verified-email coverage
6.7Average contacts per company
1-10Median size (employees)
29.5%Largest-city concentration · Lisbon
Sep 17, 2026Page data refreshed

Companies by employee count

1-10
58
11-50
18
51-200
2

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 78 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 investment banking advisory firms, 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 “investment banking advisory firms”. 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 investment banking advisory firms), 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 investment banking advisory 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 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, 95 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 17, 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 investment banking advisory firms, 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 investment banking advisory firms are there based in Portugal?

RevenueBase identified 78 investment banking advisory 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?

CAIXA, headquartered in Portugal, tops this list with the largest team on record.

Which city has the most investment banking advisory firms?

Lisbon leads with 23 headquartered companies, followed by Lisboa (19) and Porto (10).

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 95 verified decision-maker contacts tracked across these 78 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 17, 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.