Company lists · Data refreshed September 2026

Top 19 Portfolio analysis companies based in Italy

RevenueBase identified 50 portfolio analysis companies headquartered in Italy as of September 2026 and tracks 241 professional contacts across them, including 80 with verified work emails. Milan is the largest hub.

This list covers portfolio analysis companies headquartered in Italy, 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 20, 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 20, 2026 86% judged on-target in blind review
50Companies
241Contacts tracked
80Verified emails
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The 19 largest portfolio analysis companies based in Italy

Ranked by team size
Top 19 of 50 portfolio analysis companies based in Italy, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio analysis companies: 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 evidenceMilan, ItalyHQ checked Sep 20, 202611-5033 contacts →

Indirect evidence

“Gamma Capital Markets Succursale italiana è formata da un team di professionisti appassionati e metodici nel ricercare le migliori soluzioni di investimento.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceVerona, ItalyHQ checked Sep 20, 202611-5017 contacts →

Indirect evidence

“IFA Consulting è società di consulenza finanziaria indipendente, iscritta nell Albo professionale tenuto e vigilato presso l’ Organismo dei Consulenti Finanziari istituto a…”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceMilano, ItalyHQ checked Sep 20, 202611-5015 contacts →

Indirect evidence

“Marzotto Sim è autorizzata ad offre servizi di-Negoziazione per conto proprio (Delibera n.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceTorino, ItalyHQ checked Sep 20, 202611-5011 contacts →

Indirect evidence

“ALFA SCF è l’evoluzione del lavoro trentennale di ADB SpA e Lupotto & Partners, pionieri in Italia nella consulenza finanziaria indipendente e pianificazione patrimoniale.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceMilan, ItalyHQ checked Sep 20, 20261-109 contacts →

Indirect evidence

“Fra i primi in Italia a offrire ai risparmiatori una consulenza non fintamente attiva e non in conflitto d'interessi.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceMilano, ItalyHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

“NORISK SCF Srl è una società attiva nell’analisi e nella consulenza finanziaria per investitori privati ed imprese a cui offre la sua expertise in modo professionale ed…”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceMilan, ItalyHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

“Panrhema SCF è una Società di Consulenza Finanziaria Indipendente che opera nell’interesse esclusivo dei propri clienti privati e istituzionali.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceMilano, ItalyHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“Fondata nel 2007 ed attiva in Italia dal 2016, Quantalys Italia Harvest Group è una società indipendente specializzata nella fornitura di dati, nell’analisi di strumenti…”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceCarpi, ItalyHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“Cristail provides AI-powered solutions that empower investment professionals to outperform the market over time.”

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceVerona, ItalyHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“Security Pricing Hedging Risk Analysis- Siamo un team di analisti specializzati nell’analisi quantitativa degli strumenti finanziari, slegati da istituzioni finanziarie pubbliche…”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceMilano, ItalyHQ checked Sep 20, 202611-505 contacts →

Indirect evidence

“European Investment Consulting (EIC) provides comprehensive investment programs founded on expertise and on sound and objective judgment.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceBologna, ItalyHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Deltahedge è la nuova piattaforma di analisi finanziaria per il wealth management- Valutazione fondi e ETF - Ricerca e comparazione avanzata - Analisi e construzione di…”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceGenoa, ItalyHQ checked Sep 20, 202611-503 contacts →

Indirect evidence

“Aiutiamo le persone ad individuare soluzioni personalizzate di investimento tramite- analisi di serie storiche- utilizzo di modelli statistici avanzati- scrupolosa profilazione…”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceRome, ItalyHQ checked Sep 20, 202611-503 contacts →

Indirect evidence

“Con oltre 25 anni di esperienza al fianco degli investitori istituzionali, LCG Advisory SCF è il partner di fiducia per la gestione ottimizzata dei patrimoni finanziari.”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceGenova, ItalyHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Ligurcapital is an investment management company based out of PIAZZA DANTE 8, Genova, Italy.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceModena, ItalyHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“CFO Group Srl è una società di Consulenza Finanziaria con sede a Modena (MO).”

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

Indirect evidence

“Pragma S.r.l.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceGenova, ItalyHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Macroasset partners with financial advisors, private bankers, and family offices through independent research, multi-asset allocation, and bespoke advisory.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceSan Benedetto Del Tronto, ItalyHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Holding di investimenti”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 19 of 50 portfolio analysis companies based in Italy

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Portfolio analysis companies based in Italy at a glance

As of Sep 20, 2026
33.2%Verified-email coverage
4.8Average contacts per company
1-10Median size (employees)
16.0%Largest-city concentration · Milan
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
35
11-50
13
201-500
1

Email recency for this list is measured worldwide rather than for Italy, so it is reported there. Company counts and contact totals on this page are exact for Italy, over 50 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 portfolio analysis companies, 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 Italy whose own description of what they do matches “portfolio analysis companies”. 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 portfolio analysis companies), 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 portfolio analysis companies, and records with no verified work email. Companies headquartered outside Italy 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, 80 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 20, 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 portfolio analysis companies, 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 portfolio analysis companies are there based in Italy?

RevenueBase identified 50 portfolio analysis companies headquartered in Italy 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?

Gamma Capital Markets Succursale Italiana, headquartered in Milan, tops this list with the largest team on record.

Which city has the most portfolio analysis companies?

Milan leads with 8 headquartered companies, followed by Milano (4) and Milano Mi (4).

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 80 verified decision-maker contacts tracked across these 50 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 20, 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.