Company lists · Data refreshed September 2026

Top 12 Investment banks based in Portugal

This directory lists 27 investment banks based in Portugal and includes 570 contacts with 174 email addresses. The list was last updated in September 2026; Lisbon is the single most-represented city among the companies listed.

Investment banks advise companies, governments, and other institutions on capital raising, mergers and acquisitions, securities underwriting, and related financial transactions. This list covers companies that provide investment banking services, including corporate finance advice, securities underwriting, mergers and acquisitions advice, or related transaction services. Ranked by team size, largest first. Data current as of September 6, 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 6, 2026 86% judged on-target in blind review
27Companies
570Contacts tracked
174Verified emails
17Mobile numbers
Explore this list → Free signup · no credit card · 500 free credits

The 12 largest investment banks based in Portugal

Ranked by team size
Top 12 of 27 investment banks based in Portugal, ranked by team size, largest first. Data refreshed Sep 6, 2026. RevenueBase Smart Search rates how each company's information relates to investment banks: 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
1Partial evidenceLisbon, PortugalHQ checked Sep 6, 202651-200237 contacts →

“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: company website · checked Sep 6, 2026
2Indirect evidenceLisbon, PortugalHQ checked Sep 6, 2026201-500231 contacts →

“Banco Finantia is a global and independent bank which favors the balance between profitability and financial soundness, and is specialised in two areas- Private Banking, focused…”

Source: company website · checked Sep 6, 2026
3Partial evidenceLisbon, PortugalHQ checked Sep 6, 20261-1011 contacts →

“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: company website · checked Sep 6, 2026
4Partial evidenceLisbon, PortugalHQ checked Sep 6, 202611-5010 contacts →

“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 6, 2026
5Indirect evidenceLisbon, PortugalHQ checked Sep 6, 202611-508 contacts →

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

Source: company website · checked Sep 6, 2026
6Indirect evidenceFoz Do Douro, PortugalHQ checked Sep 6, 20261-107 contacts →

“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: company website · checked Sep 6, 2026
7Partial evidenceLisbon, PortugalHQ checked Sep 6, 202611-506 contacts →

“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: company website · checked Sep 6, 2026
8Indirect evidenceCascais, PortugalHQ checked Sep 6, 202651-2005 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…”

Source: company website · checked Sep 6, 2026
9Indirect evidenceLisbon, PortugalHQ checked Sep 6, 202611-502 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.”

Source: company website · checked Sep 6, 2026
10Indirect evidenceViseu, PortugalHQ checked Sep 6, 20261-102 contacts →

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

Source: company website · checked Sep 6, 2026
11Indirect evidenceLisbon, PortugalHQ checked Sep 6, 20261-101 contacts →

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

Source: company website · checked Sep 6, 2026
12Indirect evidenceFoz Do Douro, PortugalHQ checked Sep 6, 20261-101 contacts →

“We are an independent financial advisory services firm.”

Source: company website · checked Sep 6, 2026

Showing 12 of 27 investment banks based in Portugal

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 174 reachable decision-makers.

Free signup · no credit card

View the full list →

Investment banks based in Portugal at a glance

As of Sep 6, 2026
30.5%Verified-email coverage
3.0%Mobile-number coverage
21.1Average contacts per company
1-10Median size (employees)
29.6%Largest-city concentration · Lisbon
Sep 6, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
6
51-200
2
201-500
1

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

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 banks, 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 banks”. 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 banks), 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 banks, 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, 174 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 6, 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

How many investment banks are based in Portugal?

27 investment banks are listed for Portugal.

Which city has the most investment banks based in Portugal?

Lisbon is the single most-represented city among the companies on this list.

How can I find contacts at investment banks based in Portugal?

The directory includes 570 contacts and 174 email addresses for investment banks based in Portugal.

Ready to reach these companies? Verified emails and direct dials for all 27 investment banks based in Portugal. Start with a free account, no credit card.

Download this list →

Related lists

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.