Company lists · Data refreshed September 2026

Top 13 Investment management consulting firms based in Uruguay

RevenueBase identified 28 investment management consulting firms headquartered in Uruguay as of September 2026 and tracks 379 professional contacts across them, including 155 with verified work emails. Montevideo is the largest hub.

This list covers investment management consulting firms headquartered in Uruguay, 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 21, 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 21, 2026 86% judged on-target in blind review
28Companies
379Contacts tracked
155Verified emails
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The 13 largest investment management consulting firms based in Uruguay

Ranked by team size
Top 13 of 28 investment management consulting firms based in Uruguay, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to investment management 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceMontevideo, UruguayHQ checked Sep 21, 202651-200176 contacts →

Indirect evidence

“Criteria es, en esencia, su gente.”

Source: RevenueBase Database · checked Sep 21, 2026
2Indirect evidenceMontevideo, UruguayHQ checked Sep 21, 202611-5053 contacts →

Indirect evidence

“Somos una compañía independiente de gestión de activos patrimoniales, con sede en Montevideo y presencia regional, especializada en asesorar a nuestros clientes individuales e…”

Source: RevenueBase Database · checked Sep 21, 2026
3Indirect evidenceCarrasco, UruguayHQ checked Sep 21, 202611-5015 contacts →

Indirect evidence

“Paullier fue fundada el 26 de marzo de 1904 en Uruguay por Don Víctor Paullier Barruetabeña.”

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect evidenceMontevideo, UruguayHQ checked Sep 21, 20261-1015 contacts →

Indirect evidence

“Acompañamos tu crecimiento, cuidamos tu futuro.”

Source: RevenueBase Database · checked Sep 21, 2026
5Strong evidenceMontevideo, UruguayHQ checked Sep 21, 202611-5013 contacts →

Strong evidence

“Advise Wealth Management is a corporation regulated and supervised as an investment advisor by the Central Bank of Uruguay.”

Source: RevenueBase Database · checked Sep 21, 2026
6Indirect evidenceMontevideo, UruguayHQ checked Sep 21, 202611-509 contacts →

Indirect evidence

“Contamos con un equipo de profesionales con amplia experiencia en asesoramiento y administración de inversiones, guiados por valores clave como la transparencia, la ética y el…”

Source: RevenueBase Database · checked Sep 21, 2026
7Indirect evidenceMontevideo, UruguayHQ checked Sep 21, 20261-106 contacts →

Indirect evidence

“En Compañía de Valores Pérez Marexiano Sociedad de Bolsa S.A buscamos acompañarte en el proceso de inversión para poder hacer crecer tus ahorros.”

Source: RevenueBase Database · checked Sep 21, 2026
8Indirect evidenceMontevideo, UruguayHQ checked Sep 21, 20261-106 contacts →

Indirect evidence

“Brindamos apoyo personalizado a empresas que requieren de asesoría financiera y estratégica para llevar adelante sus proyectos.”

Source: RevenueBase Database · checked Sep 21, 2026
9Indirect evidenceMontevideo, UruguayHQ checked Sep 21, 20261-105 contacts →

Indirect evidence

“We advise people in managing their financial assets safely and efficiently through a plan tailored to their needs.”

Source: RevenueBase Database · checked Sep 21, 2026
10Indirect evidenceMontevideo, UruguayHQ checked Sep 21, 20261-105 contacts →

Indirect evidence

“Nuestra empresa nace con el objetivo de ser una firma global para brindar asesoramiento financiero y gestión patrimonial a clientes privados, corporativos e institucionales.”

Source: RevenueBase Database · checked Sep 21, 2026
11Indirect evidenceMontevideo, UruguayHQ checked Sep 21, 202611-502 contacts →

Indirect evidence

“Fedus S.A.”

Source: RevenueBase Database · checked Sep 21, 2026
12Indirect evidenceCiudad Vieja, UruguayHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

“Portofino Capital is an independent financial consultancy firm aimed to service institutions and high-net-worth clients, boutique funds and alternative asset products distribution.”

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidenceMontevideo, UruguayHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

“En Organización Guadagna nuestro objetivo es dar asesoramiento profesional a corredores y clientes, ofrecemos diferentes productos para asegurar su patrimonio.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 13 of 28 investment management consulting firms based in Uruguay

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Investment management consulting firms based in Uruguay at a glance

As of Sep 21, 2026
40.9%Verified-email coverage
13.5Average contacts per company
1-10Median size (employees)
82.1%Largest-city concentration · Montevideo
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
16
11-50
10
51-200
2

Email recency for this list is measured worldwide rather than for Uruguay, so it is reported there. Company counts and contact totals on this page are exact for Uruguay, over 28 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 management 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 Uruguay whose own description of what they do matches “investment management 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 management 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 management consulting firms, and records with no verified work email. Companies headquartered outside Uruguay 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, 155 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 21, 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 management 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 management consulting firms are there based in Uruguay?

RevenueBase identified 28 investment management consulting firms headquartered in Uruguay 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?

Criteria, headquartered in Montevideo, tops this list with the largest team on record.

Which city has the most investment management consulting firms?

Montevideo leads with 23 headquartered companies, followed by Centro (1) and Punta Del Este (1).

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 155 verified decision-maker contacts tracked across these 28 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 21, 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.