Company lists · Data refreshed September 2026

Top 25 Portfolio optimization companies based in Italy

Name: Portfolio optimization companies based in Italy
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 71 companies tracked

RevenueBase identified 71 portfolio optimization companies headquartered in Italy as of September 2026 and tracks 445 professional contacts across them, including 135 with verified work emails. Milan is the largest hub.

This list covers portfolio optimization 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

71Companies

445Contacts tracked

135Verified emails

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The 25 largest portfolio optimization companies based in Italy

Ranked by team size

Top 25 of 71 portfolio optimization 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 optimization 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Gamma Capital Markets Succursale Italiana	Indirect evidence	Milan, ItalyHQ checked Sep 20, 2026	11-50	33 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
2	Valuecube	Indirect evidence	Siena, ItalyHQ checked Sep 20, 2026	11-50	30 contacts →
	Indirect evidence “Valuecube’s mission is to develop innovative software applications in the field of finance, meeting the most advanced IT and financial analysis standards and to spread the use of…” Source: RevenueBase Database · checked Sep 20, 2026
3	IFA Consulting SCF	Indirect evidence	Verona, ItalyHQ checked Sep 20, 2026	11-50	17 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
4	Marzotto SIM S.P.A	Indirect evidence	Milano, ItalyHQ checked Sep 20, 2026	11-50	15 contacts →
	Indirect evidence “Marzotto Sim è autorizzata ad offre servizi di-Negoziazione per conto proprio (Delibera n.” Source: RevenueBase Database · checked Sep 20, 2026
5	Alfa SCF Società DI Consulenza Finanziaria SPA	Indirect evidence	Torino, ItalyHQ checked Sep 20, 2026	11-50	11 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
6	QADRA	Indirect evidence	Milan, ItalyHQ checked Sep 20, 2026	1-10	10 contacts →
	Indirect evidence “Qadra delivers State-of-the-Art software solutions that improve investment experience for private clients and wealth managers.” Source: RevenueBase Database · checked Sep 20, 2026
7	Soldiexpert SCF	Indirect evidence	Milan, ItalyHQ checked Sep 20, 2026	1-10	9 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
8	Investplan SCF	Indirect evidence	Florence, ItalyHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “InvestPlan è una società di consulenza finanziaria indipendente.” Source: RevenueBase Database · checked Sep 20, 2026
9	Panrhema SCF	Indirect evidence	Milan, ItalyHQ checked Sep 20, 2026	1-10	7 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
10	CFO Solutions SCF S.R.L.	Indirect evidence	Verona, ItalyHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “CFO Solutions SCF S.r.l.” Source: RevenueBase Database · checked Sep 20, 2026
11	Db&b Consulting SRL	Indirect evidence	Torino, ItalyHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “DB & B Consulting nasce nel 2008 con la missione di offrire servizi di risk management evoluti e integrati agli investitori istituzionali.” Source: RevenueBase Database · checked Sep 20, 2026
12	BRAIN	Indirect evidence	Milan, ItalyHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “BRAIN is a Research Company that creates proprietary datasets and algorithms for investment strategies, combining experience on financial markets with strong competences in…” Source: RevenueBase Database · checked Sep 20, 2026
13	Qbit SCF	Indirect evidence	Rome, ItalyHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “QBit è una società pionieristica nel campo delle tecnologie finanziarie, specializzata nell'applicazione dell'intelligenza artificiale per rivoluzionare l'analisi e la gestione…” Source: RevenueBase Database · checked Sep 20, 2026
14	AAM Investment Ideas	Indirect evidence	Lomazzo, ItalyHQ checked Sep 20, 2026	11-50	5 contacts →
	Indirect evidence “Ambrosetti AM è un laboratorio specializzato nella produzione di idee di investimento unbiased.” Source: RevenueBase Database · checked Sep 20, 2026
15	Quantalys Italia Harvest Group	Indirect evidence	Milano, ItalyHQ checked Sep 20, 2026	1-10	5 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
16	Cristail	Indirect evidence	Carpi, ItalyHQ checked Sep 20, 2026	1-10	5 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
17	Classis Capital S.P.A	Indirect evidence	Milano, ItalyHQ checked Sep 20, 2026	11-50	5 contacts →
	Indirect evidence “Classis Capital S.p.A è una società che promuove un modello di consulenza finanziaria indipendente.” Source: RevenueBase Database · checked Sep 20, 2026
18	European Investment Consulting	Indirect evidence	Milano, ItalyHQ checked Sep 20, 2026	11-50	5 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
19	Goal S.R.L	Indirect evidence	Milano, ItalyHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “Graphical Option Analysis: GOAL aiuta trader professionisti e istituzioni finanziarie a creare la migliore strategia di trading basata sul modello di prezzo delle opzioni e sui…” Source: RevenueBase Database · checked Sep 20, 2026
20	Deltahedge	Indirect evidence	Bologna, ItalyHQ checked Sep 20, 2026	1-10	4 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
21	Davide Berti Wealth Management	Indirect evidence	Genoa, ItalyHQ checked Sep 20, 2026	11-50	3 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
22	LCG Advisory SCF	Indirect evidence	Rome, ItalyHQ checked Sep 20, 2026	11-50	3 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
23	Moneymate Italia	Indirect evidence	Novara, ItalyHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “MoneyMate da soluzioni tecnologiche avanzate per l'industria del risparmio gestito.” Source: RevenueBase Database · checked Sep 20, 2026
24	Risk IT	Indirect evidence	Roma, ItalyHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Risk IT sviluppa software e servizi dedicati al mondo Finance.” Source: RevenueBase Database · checked Sep 20, 2026
25	Macroasset	Indirect evidence	Genova, ItalyHQ checked Sep 20, 2026	1-10	1 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

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 optimization companies. 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 optimization companies.
Partial evidence: Its own public description names part of portfolio optimization companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio optimization companies. 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 71 portfolio optimization companies based in Italy

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Portfolio optimization companies based in Italy at a glance

As of Sep 20, 2026

30.3%Verified-email coverage

6.3Average contacts per company

1-10Median size (employees)

19.7%Largest-city concentration · Milan

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 71 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 optimization 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 optimization 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 optimization 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 optimization 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, 135 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 optimization 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 optimization companies are there based in Italy?

RevenueBase identified 71 portfolio optimization 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 optimization companies?

Milan leads with 14 headquartered companies, followed by Milano (9) and Milano Mi (6).

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 135 verified decision-maker contacts tracked across these 71 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.