Company lists · Data refreshed September 2026

Top 25 Portfolio optimization companies based in Italy

RevenueBase identified 71 company matches for portfolio optimization companies associated with 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 company matches for portfolio optimization companies associated with Italy, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built
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 company matches for portfolio optimization companies based in Italy, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchMilan, ItalyHQ recorded Sep 20, 202611-5033 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2Exact matchSiena, ItalyHQ recorded Sep 20, 202611-5030 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3Exact matchVerona, ItalyHQ recorded Sep 20, 202611-5017 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4Exact matchMilan, ItalyHQ recorded Sep 20, 202611-5015 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchTurin, ItalyHQ recorded Sep 20, 202611-5011 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6Exact matchMilan, ItalyHQ recorded Sep 20, 20261-1010 contacts →

Exact match

“Qadra delivers State-of-the-Art software solutions that improve investment experience for private clients and wealth managers.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchMilan, ItalyHQ recorded Sep 20, 20261-109 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchFlorence, ItalyHQ recorded Sep 20, 20261-109 contacts →

Exact match

“InvestPlan è una società di consulenza finanziaria indipendente.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchMilan, ItalyHQ recorded Sep 20, 20261-107 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchVerona, ItalyHQ recorded Sep 20, 20261-106 contacts →

Exact match

“CFO Solutions SCF S.r.l.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11Exact matchTurin, ItalyHQ recorded Sep 20, 20261-106 contacts →

Exact match

“DB & B Consulting nasce nel 2008 con la missione di offrire servizi di risk management evoluti e integrati agli investitori istituzionali.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12Exact matchMilan, ItalyHQ recorded Sep 20, 20261-106 contacts →

Exact match

“BRAIN is a Research Company that creates proprietary datasets and algorithms for investment strategies, combining experience on financial markets with strong competences in…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13Exact matchRome, ItalyHQ recorded Sep 20, 20261-106 contacts →

Exact match

“QBit è una società pionieristica nel campo delle tecnologie finanziarie, specializzata nell'applicazione dell'intelligenza artificiale per rivoluzionare l'analisi e la gestione…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14Exact matchLomazzo, ItalyHQ recorded Sep 20, 202611-505 contacts →

Exact match

“Ambrosetti AM è un laboratorio specializzato nella produzione di idee di investimento unbiased.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15Exact matchMilan, ItalyHQ recorded Sep 20, 20261-105 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16Exact matchCarpi, ItalyHQ recorded Sep 20, 20261-105 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17Exact matchMilan, ItalyHQ recorded Sep 20, 202611-505 contacts →

Exact match

“Classis Capital S.p.A è una società che promuove un modello di consulenza finanziaria indipendente.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18Exact matchMilan, ItalyHQ recorded Sep 20, 202611-505 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19Exact matchMilan, ItalyHQ recorded Sep 20, 20261-104 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20Exact matchBologna, ItalyHQ recorded Sep 20, 20261-104 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21Exact matchGenoa, ItalyHQ recorded Sep 20, 202611-503 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22Exact matchRome, ItalyHQ recorded Sep 20, 202611-503 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23Exact matchNovara, ItalyHQ recorded Sep 20, 20261-102 contacts →

Exact match

“MoneyMate da soluzioni tecnologiche avanzate per l'industria del risparmio gestito.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24Exact matchRome, ItalyHQ recorded Sep 20, 20261-102 contacts →

Exact match

“Risk IT sviluppa software e servizi dedicati al mondo Finance.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25Exact matchGenoa, ItalyHQ recorded Sep 20, 20261-101 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

Showing 25 of 71 portfolio optimization companies based in Italy

See the full list, filter by size, metro and specialty, and access 135 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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)
40.8%Largest-city concentration · Milan
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
48
11-50
20
51-200
1
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 71 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with Italy whose business descriptions match “portfolio optimization companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 135 professional contacts with verified work emails across the full matched dataset. 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.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “portfolio optimization companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio optimization companies are there based in Italy?

RevenueBase identified 71 company matches for portfolio optimization companies associated with Italy as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Gamma Capital Markets Succursale Italiana tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most portfolio optimization companies?

Milan leads with 29 company records, followed by Rome (9) and Turin (5).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 135 professional contacts with verified work emails tracked across these 71 companies; direct dials are available where recorded.

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 SmartSearch, 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.