Company lists · Data refreshed September 2026
Top 25 Investment consulting firms based in Portugal
RevenueBase identified 118 company matches for investment consulting firms associated with Portugal as of September 2026 and tracks 896 professional contacts across them, including 387 with verified work emails and 55 with mobile numbers. Lisbon is the largest hub.
This list covers company matches for investment 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 26, 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.
The 25 largest investment consulting firms based in Portugal
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 353 contacts → | ||||
Exact match “No BiG acreditamos que todos os dias são uma nova oportunidade para tomar melhores decisões financeiras.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 2 | 81 contacts → | ||||
Exact match “Golden Wealth Management is the corporate brand of Golden in the financial field.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 3 | 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 26, 2026 · View company records in RevenueBase | |||||
| 4 | 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 26, 2026 · View company records in RevenueBase | |||||
| 5 | 20 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 6 | 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 26, 2026 · View company records in RevenueBase | |||||
| 7 | 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 26, 2026 · View company records in RevenueBase | |||||
| 8 | 15 contacts → | ||||
Exact match “We focus on investment consultancy with a deep knowledge of market dynamics, needs and requirements.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 9 | 14 contacts → | ||||
Exact match “Heed Capital - Your global navigator in asset management, specializing in investment funds and financial advisory across diverse geographies.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 10 | 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 26, 2026 · View company records in RevenueBase | |||||
| 11 | 12 contacts → | ||||
Exact match “As melhores opções para rentabilizar o seu Património.+ Investimentos disponíveis em todos os Países Europeus.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 12 | 10 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 13 | 9 contacts → | ||||
Exact match “Glowside is a consulting boutique specializing in Strategy, Corporate Finance and M&A.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “ASK is a Portuguese advisory services company acting in the following areas: 1.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 15 | 7 contacts → | ||||
Exact match “Constituída em Março de 1998.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “A Private Solutions é uma empresa especializada em consultoria financeira para particulares.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “Em todos os desafios, um pensamento racional e lógico, daí a nossa génese: Investment Advisory!” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “With more than a decade of existence, Toplever is a management and investment consulting services firm specialized in the area of top-line growth and strategic due diligence.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “prender.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “Insignya Capital Partners provides sophisticated services to the unique needs of mid-sized companies and investors.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 23 | 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 26, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “Auxiliar os clientes na tomada de decisão oferecendo um serviço de excelência e transparente com principal foco nas pessoas e o seu bem-estar financeiro.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “We help individual investors, families and institutions protect their wealth and achieve their financial goals.” Recorded in the RevenueBase company graph · Sep 26, 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 “investment 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 118 investment consulting firms based in Portugal
See the full list, filter by size, metro and specialty, and access 387 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Investment consulting firms based in Portugal at a glance
As of Sep 26, 2026Companies by employee count
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 28.0dCompany record updated
Median 74.0dHow 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 “investment 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 387 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 26, 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 “investment consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment consulting firms are there based in Portugal?
RevenueBase identified 118 company matches for investment 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?
Banco DE Investimento Global tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most investment consulting firms?
Lisbon leads with 62 company records, followed by Porto (15) and Vila Nova De Gaia (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 387 professional contacts with verified work emails tracked across these 118 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 26, 2026.
Ready to reach these companies? Verified emails and direct dials for all 118 investment consulting firms based in Portugal. Start with a free account, no credit card.
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Browse the directory
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment consulting firms based in the United States
- Investment consulting firms based in the United Kingdom
- Investment consulting firms based in France
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Company intelligence · public preview
Top 25 investment consulting firms based in Portugal
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 118 matching company records for investment consulting firms based in Portugal, with 896 tracked contacts and 387 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 26, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment consulting firms based in Portugal
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: Lisbon, PortugalReported employees: 201-500 | Lisbon, Portugal | 201-500 | Exact match | 353 contacts → |
“No BiG acreditamos que todos os dias são uma nova oportunidade para tomar melhores decisões financeiras.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Golden Wealth Managementgoldenwm.ptHQ: Porto, PortugalReported employees: 51-200 | Porto, Portugal | 51-200 | Exact match | 81 contacts → |
“Golden Wealth Management is the corporate brand of Golden in the financial field.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Visar- Consultores Associadosvisar.ptHQ: Viseu, PortugalReported employees: 11-50 | Viseu, Portugal | 11-50 | Exact match | 29 contacts → |
“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 description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  MTK Consultingmtkconsulting.ptHQ: Barcelos, PortugalReported employees: 11-50 | Barcelos, Portugal | 11-50 | Exact match | 21 contacts → |
“At MTK CONSULTING, we are specialists in Financial Consulting, Accounting and Taxation, Investment Projects, Private Equity and Venture Capital.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Devere Portugaldevere-portugal.ptHQ: Vila Nova De Gaia, PortugalReported employees: 11-50 | Vila Nova De Gaia, Portugal | 11-50 | Exact match | 20 contacts → |
“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.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | MII Capitalmii-capital.com HQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 19 contacts → |
“A Mii Capital desenvolve a sua actividade em duas áreas de negócio: Corporate Advisory e Financial Planning (Planeamento Financeiro Individual).” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Ciphraciphra.ptHQ: Paivas, PortugalReported employees: 11-50 | Paivas, Portugal | 11-50 | Exact match | 17 contacts → |
“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 description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | UR Home Groupurhomegroup.pt HQ: Santo António, PortugalReported employees: 11-50 | Santo António, Portugal | 11-50 | Exact match | 15 contacts → |
“We focus on investment consultancy with a deep knowledge of market dynamics, needs and requirements.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Heed Capital Sgoic, S.Aheedcap.comHQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 14 contacts → |
“Heed Capital - Your global navigator in asset management, specializing in investment funds and financial advisory across diverse geographies.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  DP Financial Partnersdp-fp.comHQ: Sintra, PortugalReported employees: 11-50 | Sintra, Portugal | 11-50 | Exact match | 12 contacts → |
“Somos uma empresa jovem no mercado com consultores com mais de 15 anos de experiência e conhecimento no sector nacional e internacional.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  BIZ Groupbizgroup.euHQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 12 contacts → |
“As melhores opções para rentabilizar o seu Património.+ Investimentos disponíveis em todos os Países Europeus.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Premivalor Consultingpremivalor.comHQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 10 contacts → |
“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…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Glowsideglowsidegroup.comHQ: Lisbon, PortugalReported employees: 1-10 | Lisbon, Portugal | 1-10 | Exact match | 9 contacts → |
“Glowside is a consulting boutique specializing in Strategy, Corporate Finance and M&A.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  ASKask.ptHQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 8 contacts → |
“ASK is a Portuguese advisory services company acting in the following areas: 1.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Alavanca Consultingalavancaconsulting.ptHQ: Porto, PortugalReported employees: 1-10 | Porto, Portugal | 1-10 | Exact match | 7 contacts → |
“Constituída em Março de 1998.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Private Solutionsprivatesolutions.ptHQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 7 contacts → |
“A Private Solutions é uma empresa especializada em consultoria financeira para particulares.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Investment Advisorysb-ia.ptHQ: Evora, PortugalReported employees: 1-10 | Evora, Portugal | 1-10 | Exact match | 7 contacts → |
“Em todos os desafios, um pensamento racional e lógico, daí a nossa génese: Investment Advisory!” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Beresford Capital Advisorsberesfordcapital.ptHQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 6 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.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  TRX Global Boutique Merchant Banktrxinvest.comHQ: Cascais, PortugalReported employees: 51-200 | Cascais, Portugal | 51-200 | Exact match | 5 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…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Toplevertoplever.comHQ: Lisbon, PortugalReported employees: 1-10 | Lisbon, Portugal | 1-10 | Exact match | 5 contacts → |
“With more than a decade of existence, Toplever is a management and investment consulting services firm specialized in the area of top-line growth and strategic due diligence.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | AIR Trading Groupairtradingroup.com HQ: Lisbon, PortugalReported employees: 1-10 | Lisbon, Portugal | 1-10 | Exact match | 4 contacts → |
“prender.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Insignya Capital Partnersinsignyacapital.comHQ: Porto, PortugalReported employees: 1-10 | Porto, Portugal | 1-10 | Exact match | 4 contacts → |
“Insignya Capital Partners provides sophisticated services to the unique needs of mid-sized companies and investors.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Cydonia Venturescydonia.ptHQ: Lisbon, PortugalReported employees: 1-10 | Lisbon, Portugal | 1-10 | Exact match | 4 contacts → |
“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 description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Classe Capitalclassecapital.ptHQ: Braga, PortugalReported employees: 1-10 | Braga, Portugal | 1-10 | Exact match | 3 contacts → |
“Auxiliar os clientes na tomada de decisão oferecendo um serviço de excelência e transparente com principal foco nas pessoas e o seu bem-estar financeiro.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Baluarte Wealth Advisorsbaluarte-sci.comHQ: Lisbon, PortugalReported employees: 1-10 | Lisbon, Portugal | 1-10 | Exact match | 3 contacts → |
“We help individual investors, families and institutions protect their wealth and achieve their financial goals.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 118 company matches
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Investment consulting firms: dataset insights
September 26, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
118 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 28.0dCompany record updated
Median 74.0dHow this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 26, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for investment consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment consulting firms did RevenueBase find based in Portugal?
The saved snapshot records 118 matching company records, 896 tracked contacts and 387 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 26, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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- Investment consulting firms based in Germany
- Investment consulting firms based in Switzerland
- Investment consulting firms based in South Africa
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Browse the directory
Cite this list
RevenueBase Data Team. Top 25 investment consulting firms based in Portugal. Snapshot: September 26, 2026. https://revenuebase.ai/companies/investment-consulting-firms/portugal.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment consulting firms based in the United States
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Company intelligence · public preview
Top 25 investment consulting firms based in Portugal
RevenueBase records 118 matching company records for investment consulting firms based in Portugal, with 896 tracked contacts and 387 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 26, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment consulting firms based in Portugal
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: Lisbon, PortugalReported employees: 201-500 | Lisbon, Portugal | 201-500 | Exact match | 353 contacts → |
“No BiG acreditamos que todos os dias são uma nova oportunidade para tomar melhores decisões financeiras.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Golden Wealth Managementgoldenwm.pt HQ: Porto, PortugalReported employees: 51-200 | Porto, Portugal | 51-200 | Exact match | 81 contacts → |
“Golden Wealth Management is the corporate brand of Golden in the financial field.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Visar- Consultores Associadosvisar.pt HQ: Viseu, PortugalReported employees: 11-50 | Viseu, Portugal | 11-50 | Exact match | 29 contacts → |
“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 description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | MTK Consultingmtkconsulting.pt HQ: Barcelos, PortugalReported employees: 11-50 | Barcelos, Portugal | 11-50 | Exact match | 21 contacts → |
“At MTK CONSULTING, we are specialists in Financial Consulting, Accounting and Taxation, Investment Projects, Private Equity and Venture Capital.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Devere Portugaldevere-portugal.pt HQ: Vila Nova De Gaia, PortugalReported employees: 11-50 | Vila Nova De Gaia, Portugal | 11-50 | Exact match | 20 contacts → |
“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.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | MII Capitalmii-capital.com HQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 19 contacts → |
“A Mii Capital desenvolve a sua actividade em duas áreas de negócio: Corporate Advisory e Financial Planning (Planeamento Financeiro Individual).” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Ciphraciphra.pt HQ: Paivas, PortugalReported employees: 11-50 | Paivas, Portugal | 11-50 | Exact match | 17 contacts → |
“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 description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | UR Home Groupurhomegroup.pt HQ: Santo António, PortugalReported employees: 11-50 | Santo António, Portugal | 11-50 | Exact match | 15 contacts → |
“We focus on investment consultancy with a deep knowledge of market dynamics, needs and requirements.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Heed Capital Sgoic, S.Aheedcap.com HQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 14 contacts → |
“Heed Capital - Your global navigator in asset management, specializing in investment funds and financial advisory across diverse geographies.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | DP Financial Partnersdp-fp.com HQ: Sintra, PortugalReported employees: 11-50 | Sintra, Portugal | 11-50 | Exact match | 12 contacts → |
“Somos uma empresa jovem no mercado com consultores com mais de 15 anos de experiência e conhecimento no sector nacional e internacional.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | BIZ Groupbizgroup.eu HQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 12 contacts → |
“As melhores opções para rentabilizar o seu Património.+ Investimentos disponíveis em todos os Países Europeus.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Premivalor Consultingpremivalor.com HQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 10 contacts → |
“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…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Glowsideglowsidegroup.com HQ: Lisbon, PortugalReported employees: 1-10 | Lisbon, Portugal | 1-10 | Exact match | 9 contacts → |
“Glowside is a consulting boutique specializing in Strategy, Corporate Finance and M&A.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | ASKask.pt HQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 8 contacts → |
“ASK is a Portuguese advisory services company acting in the following areas: 1.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Alavanca Consultingalavancaconsulting.pt HQ: Porto, PortugalReported employees: 1-10 | Porto, Portugal | 1-10 | Exact match | 7 contacts → |
“Constituída em Março de 1998.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Private Solutionsprivatesolutions.pt HQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 7 contacts → |
“A Private Solutions é uma empresa especializada em consultoria financeira para particulares.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Investment Advisorysb-ia.pt HQ: Evora, PortugalReported employees: 1-10 | Evora, Portugal | 1-10 | Exact match | 7 contacts → |
“Em todos os desafios, um pensamento racional e lógico, daí a nossa génese: Investment Advisory!” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Beresford Capital Advisorsberesfordcapital.pt HQ: Lisbon, PortugalReported employees: 11-50 | Lisbon, Portugal | 11-50 | Exact match | 6 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.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | TRX Global Boutique Merchant Banktrxinvest.com HQ: Cascais, PortugalReported employees: 51-200 | Cascais, Portugal | 51-200 | Exact match | 5 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…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Toplevertoplever.com HQ: Lisbon, PortugalReported employees: 1-10 | Lisbon, Portugal | 1-10 | Exact match | 5 contacts → |
“With more than a decade of existence, Toplever is a management and investment consulting services firm specialized in the area of top-line growth and strategic due diligence.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | AIR Trading Groupairtradingroup.com HQ: Lisbon, PortugalReported employees: 1-10 | Lisbon, Portugal | 1-10 | Exact match | 4 contacts → |
“prender.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Insignya Capital Partnersinsignyacapital.com HQ: Porto, PortugalReported employees: 1-10 | Porto, Portugal | 1-10 | Exact match | 4 contacts → |
“Insignya Capital Partners provides sophisticated services to the unique needs of mid-sized companies and investors.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Cydonia Venturescydonia.pt HQ: Lisbon, PortugalReported employees: 1-10 | Lisbon, Portugal | 1-10 | Exact match | 4 contacts → |
“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 description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Classe Capitalclassecapital.pt HQ: Braga, PortugalReported employees: 1-10 | Braga, Portugal | 1-10 | Exact match | 3 contacts → |
“Auxiliar os clientes na tomada de decisão oferecendo um serviço de excelência e transparente com principal foco nas pessoas e o seu bem-estar financeiro.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Baluarte Wealth Advisorsbaluarte-sci.com HQ: Lisbon, PortugalReported employees: 1-10 | Lisbon, Portugal | 1-10 | Exact match | 3 contacts → |
“We help individual investors, families and institutions protect their wealth and achieve their financial goals.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 118 company matches
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Investment consulting firms: dataset insights
September 26, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
118 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 28.0dCompany record updated
Median 74.0dHow this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 26, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for investment consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment consulting firms did RevenueBase find based in Portugal?
The saved snapshot records 118 matching company records, 896 tracked contacts and 387 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 26, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
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Cite this list
RevenueBase Data Team. Top 25 investment consulting firms based in Portugal. Snapshot: September 26, 2026. https://revenuebase.ai/companies/investment-consulting-firms/portugal.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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