Company lists · Data refreshed September 2026
Top 25 Portfolio management consultants based in Madrid, Spain
RevenueBase identified 114 portfolio management consultants headquartered in Madrid, Spain as of September 2026 and tracks 1,864 professional contacts across them, including 170 with verified work emails. Across Spain, Madrid is the largest hub for this category.
This list covers portfolio management consultants headquartered in Madrid, Spain, 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 29, 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.
The 25 largest portfolio management consultants based in Madrid, Spain
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 173 contacts → | ||||
Indirect evidence “Ahorro Corporación Financiera, S.A.U.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 104 contacts → | ||||
Indirect evidence “AXA Exclusiv nace con el objetivo de dar respuesta a los clientes más exigentes, aquellos que necesitan un asesoramiento patrimonial estable y continuado de la mano de un…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 96 contacts → | ||||
Indirect evidence “atl Capital es una entidad de Banca Privada con una misión muy clara: lograr que nuestros clientes alcancen sus objetivos siguiendo una estrategia de inversión planificada y…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 77 contacts → | ||||
Indirect evidence “Diaphanum Valores S.V.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 61 contacts → | ||||
Indirect evidence “Tomamos partido por ti" Nos dedicamos a la asesoría independiente y personalizada en inversiones, colaborando con entidades financieras de primer nivel.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 49 contacts → | ||||
Indirect evidence “Wealth Solutions, asesora a clientes de altos patrimonios tanto particulares como de instituciones (Fundaciones, ONG's, Sociedades de inversión, Single Family Offices, etc.) en…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 46 contacts → | ||||
Indirect evidence “Sabemos lo que para ti tiene valor.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 46 contacts → | ||||
Partial evidence “Andbank Wealth Management SGIIC SA es la gestora de insituciones de inversión colectiva del grupo Andbank España, una entidad especializada en gestión de patrimonios y…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 46 contacts → | ||||
Indirect evidence “We are Orbyn Group – a driving force in optimizing financial performance for companies and investors in the alternative market.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 30 contacts → | ||||
Partial evidence “LIFT Asset Management, based in Madrid, is an independent financial advisory and asset management company specialised in providing high value-added services to companies, family…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 23 contacts → | ||||
Partial evidence “Welcome Asset Management es una firma de asesoramiento y gestión financiera que nace como una alternativa innovadora frente al entorno económico actual y las normativas del sector.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 16 contacts → | ||||
Strong evidence “CoreCapital is an independent securities agency dedicated to portfolio management and wealth advide.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 14 contacts → | ||||
Indirect evidence “New Momentum brings together a wide range of financial activities and is broken down into three different entities: Advisory, Investment and Training.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 13 contacts → | ||||
Partial evidence “Altex is founded in 2003 with the objective of offering to institutionals and private investors a service of investment management based on excellence, integrity and independence.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 12 contacts → | ||||
Indirect evidence “Hacemos advisory, análisis de inversiones y estudios de todos los asset class inmobiliarios con alta precisión y granularidad” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 11 contacts → | ||||
Indirect evidence “En Owl Partners Wealth Advisors nos especializamos en inversiones financieras e inmobiliarias, consultoría y asesoramiento fiscal-legal.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 11 contacts → | ||||
Indirect evidence “Sassola Partners es una firma de Gestión y Asesoramiento Patrimonial Multigestor.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 8 contacts → | ||||
Indirect evidence “Consilio Asesores Patrimoniales Independientes, EAF, registrada en la CNMV con el número 133, es una firma de asesoramiento financiero que trata de dar respuesta a una demanda…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 7 contacts → | ||||
Indirect evidence “In Invexcel Patrimonio we advise families and institutions requiring savvy, bespoke and unbiased financial advice, with an entrepreneurial vision of wealth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 7 contacts → | ||||
Indirect evidence “Investment & Advisory” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 5 contacts → | ||||
Indirect evidence “Asesoramiento financiero a empresas en la búsqueda de financiación y capital.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 contacts → | ||||
Indirect evidence “T.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 contacts → | ||||
Strong evidence “Patrivalor SGIIC is an independent asset management company, founded on June 15th 1998, specialised in portfolio management and financial advisory Patrivalor is characterized by…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 3 contacts → | ||||
Indirect evidence “RS Bersy is a company founded in 2002 whose orientation is strategic advice on investments and divestments, being specialized in asset asset operations, conducting strategic…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Indirect evidence “Como Entidad Autorizada por la CNMV emitimos recomendaciones con el objetivo de maximizar la rentabilidad financiero-fiscal en base a un perfil de riesgo preestablecido.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
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: portfolio management consultants. 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 portfolio management consultants.
- Partial evidence
- Its own public description names part of portfolio management consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name portfolio management consultants. 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 114 portfolio management consultants based in Madrid, Spain
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Portfolio management consultants based in Madrid, Spain at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured across the whole Spain list rather than for Madrid, so it is reported there. Company counts and contact totals on this page are exact for Madrid, over 114 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 management consultants, 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 Madrid, Spain whose own description of what they do matches “portfolio management consultants”. 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 management consultants), 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 management consultants, and records with no verified work email. Companies headquartered outside Madrid 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, 170 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 29, 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.
Portfolio management consultants by metro in Spain
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 management consultants, 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 management consultants are there based in Madrid, Spain?
RevenueBase identified 114 portfolio management consultants headquartered in Madrid, Spain 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?
ACF, headquartered in Madrid, tops this list with the largest team on record.
Which city in Spain has the most portfolio management consultants?
Madrid leads Spain with 114 headquartered companies, followed by Barcelona (47) and Valencia (12).
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 170 verified decision-maker contacts tracked across these 114 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 29, 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.
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