Company lists · Data refreshed November 2026

Top 11 Portfolio strategy consultants based in Malaysia

RevenueBase identified 58 company matches for portfolio strategy consultants associated with Malaysia as of November 2026 and tracks 941 professional contacts across them, including 79 with verified work emails. Kuala Lumpur is the largest hub.

This list covers company matches for portfolio strategy consultants associated with Malaysia, 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 November 6, 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 Nov 6, 2026 How this list was built
58Companies
941Contacts tracked
79Verified emails
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The 11 largest portfolio strategy consultants based in Malaysia

Ranked by team size
Top 11 of 58 company matches for portfolio strategy consultants based in Malaysia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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 matchMont Kiara, MalaysiaHQ recorded Nov 6, 202651-200106 contacts →

Exact match

“FAR Capital is a consulting firm specializing in helping clients achieve their financial goals via prudent real estate investments.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchKuala Lumpur, MalaysiaHQ recorded Nov 6, 202651-200100 contacts →

Exact match

“FA Advisory Sdn Bhd is licensed under the Financial Services Act 2013 by Bank Negara Malaysia to conduct the business of a financial adviser.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchKuala Lumpur, MalaysiaHQ recorded Nov 6, 202611-5060 contacts →

Exact match

“Since our inception, Vaersa has grown tremendously and prided itself as a professional financial advisory synonymous with impeccable services.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchShah Alam, MalaysiaHQ recorded Nov 6, 202611-5017 contacts →

Exact match

“As a trusted PRUDENTIAL premier partner for over two decades, Finesse has vast industry experience in delivering tailor-made solutions for a broad range of clients, including…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchBukit Bintang, MalaysiaHQ recorded Nov 6, 202651-20010 contacts →

Exact match

“iWealth Global, your trusted partner for investment analysis and advisory services.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchMont Kiara, MalaysiaHQ recorded Nov 6, 202651-2009 contacts →

Exact match

“Malaysia's Leading Financial Planning and Approved Financial Adviser Firm.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchKuala Lumpur, MalaysiaHQ recorded Nov 6, 20261-108 contacts →

Exact match

“Khaveen Investments is a global Investment Advisory Firm dedicated to serving the investment needs of clients worldwide including high-net-worth individuals, corporations…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchPetaling Jaya, MalaysiaHQ recorded Nov 6, 20261-107 contacts →

Exact match

“Excellentte Consultancy was founded by Alfred Sek who has 40 years of experience in the financial services industry and pioneered the financial planning industry in Malaysia…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchW.p Kuala Lumpur, MalaysiaHQ recorded Nov 6, 202611-505 contacts →

Exact match

“Licensed by Securities Commission Malaysia (CMSL/A0108/2007), CP Global Wealth Advisers Sdn Bhd (formerly known as BH Global Advisers Sdn Bhd) has a strong presence in the local…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchFederal Territory Of Labuan, MalaysiaHQ recorded Nov 6, 20261-104 contacts →

Exact match

“The HARVESTKORP Group is a boutique organisation that focuses on providing our clients with sound financial advice and tailor-made solutions to manage their wealth.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchLabuan Town, MalaysiaHQ recorded Nov 6, 20261-104 contacts →

Exact match

“Cogent Asset Management, a specialist investment advisory boutique, was launched in September 2013 by Ian Lancaster and Paul Bethell, with the aim of providing high quality advice…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 11 of 58 portfolio strategy consultants based in Malaysia

See the full list, filter by size, metro and specialty, and access 79 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Portfolio strategy consultants based in Malaysia at a glance

As of Nov 6, 2026
8.4%Verified-email coverage
16.2Average contacts per company
11-50Median size (employees)
39.7%Largest-city concentration · Kuala Lumpur
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
20
51-200
11
1,001-5,000
1

Email recency for this list is measured worldwide rather than for Malaysia, so it is reported there. Company counts and contact totals on this page are exact for Malaysia, over 58 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 Malaysia whose business descriptions match “portfolio strategy consultants” 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 79 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 November 6, 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 strategy consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio strategy consultants are there based in Malaysia?

RevenueBase identified 58 company matches for portfolio strategy consultants associated with Malaysia as of November 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?

FAR Capital tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most portfolio strategy consultants?

Kuala Lumpur leads with 23 company records, followed by Petaling Jaya (10) and Johor Bahru (2).

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 79 professional contacts with verified work emails tracked across these 58 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 November 6, 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.