Company lists · Data refreshed September 2026

Top 25 Investment consulting firms based in Portugal

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

Compiled by the RevenueBase Data Team Data refreshed Sep 26, 2026 118 companies tracked

RevenueBase identified 118 investment consulting firms headquartered in Portugal as of September 2026 and tracks 896 professional contacts across them, including 387 with verified work emails and 55 with mobile numbers. Lisboa is the largest hub.

This list covers investment 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 26, 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 26, 2026 86% judged on-target in blind review

118Companies

896Contacts tracked

387Verified emails

55Mobile numbers

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The 25 largest investment consulting firms based in Portugal

Ranked by team size

Top 25 of 118 investment consulting firms based in Portugal, ranked by team size, largest first. Data refreshed Sep 26, 2026. RevenueBase Smart Search rates how each company's information relates to investment consulting 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Banco DE Investimento Global	Indirect evidence	Lisbon, PortugalHQ checked Sep 26, 2026	201-500	353 contacts →
	Indirect evidence “No BiG acreditamos que todos os dias são uma nova oportunidade para tomar melhores decisões financeiras.” Source: RevenueBase Database · checked Sep 26, 2026
2	Golden Wealth Management	Indirect evidence	Porto, PortugalHQ checked Sep 26, 2026	51-200	81 contacts →
	Indirect evidence “Golden Wealth Management is the corporate brand of Golden in the financial field.” Source: RevenueBase Database · checked Sep 26, 2026
3	Visar- Consultores Associados	Indirect evidence	Viseu, PortugalHQ checked Sep 26, 2026	11-50	29 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 26, 2026
4	MTK Consulting	Strong evidence	Barcelos, PortugalHQ checked Sep 26, 2026	11-50	21 contacts →
	Strong evidence “At MTK CONSULTING, we are specialists in Financial Consulting, Accounting and Taxation, Investment Projects, Private Equity and Venture Capital.” Source: RevenueBase Database · checked Sep 26, 2026
5	Devere Portugal	Indirect evidence	Vila Nova De Gaia, PortugalHQ checked Sep 26, 2026	11-50	20 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 26, 2026
6	MII Capital	Indirect evidence	Lisboa, PortugalHQ checked Sep 26, 2026	11-50	19 contacts →
	Indirect 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 26, 2026
7	Ciphra	Indirect evidence	Paivas, PortugalHQ checked Sep 26, 2026	11-50	17 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 26, 2026
8	UR Home Group	Partial evidence	Santo António, PortugalHQ checked Sep 26, 2026	11-50	15 contacts →
	Partial evidence “We focus on investment consultancy with a deep knowledge of market dynamics, needs and requirements.” Source: RevenueBase Database · checked Sep 26, 2026
9	Heed Capital Sgoic, S.A	Partial evidence	Lisboa, PortugalHQ checked Sep 26, 2026	11-50	14 contacts →
	Partial evidence “Heed Capital - Your global navigator in asset management, specializing in investment funds and financial advisory across diverse geographies.” Source: RevenueBase Database · checked Sep 26, 2026
10	DP Financial Partners	Indirect evidence	Sintra, PortugalHQ checked Sep 26, 2026	11-50	12 contacts →
	Indirect evidence “Somos uma empresa jovem no mercado com consultores com mais de 15 anos de experiência e conhecimento no sector nacional e internacional.” Source: RevenueBase Database · checked Sep 26, 2026
11	BIZ Group	Indirect evidence	Lisbon, PortugalHQ checked Sep 26, 2026	11-50	12 contacts →
	Indirect evidence “As melhores opções para rentabilizar o seu Património.+ Investimentos disponíveis em todos os Países Europeus.” Source: RevenueBase Database · checked Sep 26, 2026
12	Premivalor Consulting	Indirect evidence	Lisbon, PortugalHQ checked Sep 26, 2026	11-50	10 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 26, 2026
13	Glowside	Partial evidence	Lisbon, PortugalHQ checked Sep 26, 2026	1-10	9 contacts →
	Partial evidence “Glowside is a consulting boutique specializing in Strategy, Corporate Finance and M&A.” Source: RevenueBase Database · checked Sep 26, 2026
14	ASK	Indirect evidence	Lisbon, PortugalHQ checked Sep 26, 2026	11-50	8 contacts →
	Indirect evidence “ASK is a Portuguese advisory services company acting in the following areas: 1.” Source: RevenueBase Database · checked Sep 26, 2026
15	Alavanca Consulting	Indirect evidence	Porto, PortugalHQ checked Sep 26, 2026	1-10	7 contacts →
	Indirect evidence “Constituída em Março de 1998.” Source: RevenueBase Database · checked Sep 26, 2026
16	Private Solutions	Indirect evidence	Lisbon, PortugalHQ checked Sep 26, 2026	11-50	7 contacts →
	Indirect evidence “A Private Solutions é uma empresa especializada em consultoria financeira para particulares.” Source: RevenueBase Database · checked Sep 26, 2026
17	Investment Advisory	Partial evidence	Evora, PortugalHQ checked Sep 26, 2026	1-10	7 contacts →
	Partial evidence “Em todos os desafios, um pensamento racional e lógico, daí a nossa génese: Investment Advisory!” Source: RevenueBase Database · checked Sep 26, 2026
18	Beresford Capital Advisors	Partial evidence	Lisbon, PortugalHQ checked Sep 26, 2026	11-50	6 contacts →
	Partial 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 26, 2026
19	TRX Global Boutique Merchant Bank	Partial evidence	Cascais, PortugalHQ checked Sep 26, 2026	51-200	5 contacts →
	Partial 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 26, 2026
20	Toplever	Strong evidence	Lisbon, PortugalHQ checked Sep 26, 2026	1-10	5 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 26, 2026
21	AIR Trading Group	Indirect evidence	Lisbon, PortugalHQ checked Sep 26, 2026	1-10	4 contacts →
	Indirect evidence “prender.” Source: RevenueBase Database · checked Sep 26, 2026
22	Insignya Capital Partners	Indirect evidence	Porto, PortugalHQ checked Sep 26, 2026	1-10	4 contacts →
	Indirect evidence “Insignya Capital Partners provides sophisticated services to the unique needs of mid-sized companies and investors.” Source: RevenueBase Database · checked Sep 26, 2026
23	Cydonia Ventures	Indirect evidence	Lisbon, PortugalHQ checked Sep 26, 2026	1-10	4 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 26, 2026
24	Classe Capital	Indirect evidence	Braga, PortugalHQ checked Sep 26, 2026	1-10	3 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 26, 2026
25	Baluarte Wealth Advisors	Indirect evidence	Lisbon, PortugalHQ checked Sep 26, 2026	1-10	3 contacts →
	Indirect evidence “We help individual investors, families and institutions protect their wealth and achieve their financial goals.” Source: RevenueBase Database · checked Sep 26, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names investment consulting firms.
Partial evidence: Its own public description names part of investment consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 118 investment consulting firms based in Portugal

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Investment consulting firms based in Portugal at a glance

As of Sep 26, 2026

43.2%Verified-email coverage

6.1%Mobile-number coverage

7.6Average contacts per company

1-10Median size (employees)

32.2%Largest-city concentration · Lisboa

Sep 26, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 28.0d

2640–30

11231–60

1061–90

090–180

1180+

Company record updated

Median 74.0d

00–30

29631–60

25461–90

31190–180

35180+

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 consulting 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 consulting 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 consulting 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 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 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, 387 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 26, 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 consulting 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 consulting firms are there based in Portugal?

RevenueBase identified 118 investment 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 investment consulting firms?

Lisboa leads with 38 headquartered companies, followed by Lisbon (24) and Porto (15).

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 387 verified decision-maker contacts tracked across these 118 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 26, 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.