Directory · PT
Investment Advice in Portugal
A register of firms and the professionals working at them in the Investment Advice sector based in Portugal. Browse the public index, then filter or export on Kipplo.
Companies
53 on file
Alma Domus
Alma Domus is an investment consulting company that develops an exclusive and personalized management of investment properties in the Real Estate sector. We support the investing customer in all stages related to the assets, having the ability to present several investment strategies and to select the investment plan that best suits the Investors' needs. What defines Alma Domus is the trust established with its customers, valuing and cultivating relationships. We protect the investors' capital through a transparent and cooperative approach.
1 to 10 staff
Elementum Portugal
Empresa de Consultoria especializada no investimento e soluções de poupança em Metais Preciosos Físicos em Moedas e Barras em Ouro e Prata com soluções de armazenamento profissional Tax Free.
11 to 50 staff
Belion Partners
Belion Partners is a multidisciplinary team of highly qualified and experienced professionals who assist individuals, families, businesses and institutions with their investments and/or relocation to Portugal. From strategic planning to daily operations, we deliver integrated solutions tailored to each client’s specific needs and challenges. By combining in-house expertise with a trusted network of high calibre external partners, Belion Partners assembles exceptional multidisciplinary teams capable of addressing complex situations in a highly cost-effective manner. Our professionals include legal, corporate, immigration, tax, accounting and real estate specialists who focus exclusively on supporting private, corporate and institutional clients with their investment and residency projects in Portugal. This exclusive focus allows us to deliver a level of service we believe is second to none. Belion Partners is a leading provider of the following services in Portugal: • Business and real estate services • Residency and citizenship advisory • Tax advisory • Tax representation, accounting and compliance services • Property management services
11 to 50 staff
Hillforte
HillForte is a boutique consulting firm helping clients who want to live and invest in Portugal. We provide expert guidance and support to avoid the time-consuming and bureaucratic process of doing it yourself or relying on a real estate agent. Combining our extensive database of properties and years of experience we assist you in finding the perfect property. Whether it's for renting, purchasing a residential or holiday home, or investing in a new development. Our offices located in São Paulo and Lisbon offer assistance to clients in developing effective growth and asset protection strategies, asset diversification, and portfolio expansion for their real estate investments and venture capital funds in Portugal.
1 to 10 staff
Ib Consulting
We are a consultancy company specialized in real estate investment and asset procurement in various sectors such as hotels, healthcare, residential, among others. We have a team of professionals, which allows us to offer a 360º solution- Legal - Financial - Technical Advice
1 to 10 staff
Ins Portugal - Your Property Advisor
As a full-service agency catering to premium markets, INS invests in having highly trained staff, specialized in luxury real estate. With our multilingual team, we pair you with the right agent, in order to ease decision making in an ever-changing market. At INS, you will have qualified professionals working tirelessly to assist you and meet your unique requirements. With 5 offices strategically located across Portugal, in some of the most sought-after areas for property investments, we can cater to all your real estate needs on a national level. Our client's success is the path to our success! Best regards, Francisco Próspero | CEO
11 to 50 staff
Carvalhosa & Consultores Associados
Carvalhosa & Consultores Associados Desde 2011, apoiamos PME e grupos empresariais em Portugal na criação de valor sustentável. Atuamos em Finanças Empresariais (Corporate Finance) e consultoria estratégica, ajudando organizações a tomar decisões críticas com confiança e rigor. Áreas de intervenção: – Consultoria na gestão financeira das organizações – Reestruturação e gestão empresarial – Fusões, aquisições e modelos de negócio – Planeamento e análise de investimentos – Elaboração de planos de negócios – Financiamento: crédito, Venture Capital e Private Equity – Candidaturas a fundos europeus e incentivos nacionais – Consultoria fiscal e planeamento tributário – Controlo de gestão e monitorização de resultados – Formação à medida em áreas de gestão Atuamos como parceiros estratégicos na definição de soluções viáveis e na sua implementação, com total confidencialidade e compromisso com resultados. Mais informações em:
1 to 10 staff
Aegir Investimentos
A Aegir Investimentos nasceu para democratizar o acesso à consultoria financeira para brasileiros na Europa, oferecendo um serviço personalizado e acessível, independentemente do tamanho do patrimônio. Tratamos todos os clientes com igualdade, seja quem tem $50 ou $5 milhões. Meu compromisso é estruturar um portfólio que realize suas metas e se adapte às particularidades de viver na Europa. Juntos, vamos construir um futuro financeiro sólido, aproveitando todas as oportunidades que este continente oferece.
1 to 10 staff
Findesco Consulting
Consulting, advisory services and studies in the areas of territorial development, regional and urban planning, strategy, innovation, competitiveness, creativity, sustainability, entrepreneurship, knowledge and information, science and technology, management and economy, financing and investment projects.
1 to 10 staff
Helpu2 Invest
Somos uma PME vocacionada para o apoiar nos seus investimentos, dando um enfoco especial na captação de financiamento que permita realizar os seus projetos com o menor esforço financeiro possível. Embora as nossas áreas de eleição sejam o Mar, Pescas, Agricultura e Ambiente, prestamos apoio nas mais diversas áreas de negócio e certamente que encontraremos o financiamento certo para si.
1 to 10 staff
Rise Center
A RISE é uma empresa especializada no apoio ao crescimento e inovação sustentável das Organizações. Cuidamos dos projetos que nos confiam, com responsabilidade, rigor e compromisso. A excelência do serviço assenta numa equipa altamente qualificada e na aposta em áreas de especialização. Acreditamos que a missão de qualquer organização é criar valor para a sociedade e dela receber retorno. Trabalhamos em conjunto com os nossos clientes, para que todos os projetos resultem numa simbiose entre Valorização económica – Responsabilidade social e Responsabilidade ambiental. Áreas de Atuação - Investimento e Financiamento - Sustentabilidade Corporativa - Inovação Empresarial - Projetos de Investimento - Soluções de Financiamento - Gestão de IDI - Fundos Europeus O posicionamento da empresa assenta num sólido sistema de valores que permite o desenvolvimento de relações de confiança com os seus clientes, aconselhamento especializado e dedicado e serviços de elevada qualidade e personalização. A nossa equipa de especialistas possui um extenso background, know-how e competências permitindo oferecer um serviço de rigor, qualidade e excelência.
1 to 10 staff
Insignis Invest
Insignis Invest is a brand of the Insignis West Group, a European company with several business areas ranging from Investment Consulting to Training. We have extensive experience in monitoring national and international investments in Portugal. Our area of activity is the strategic investments in properties with added value, in the Lisbon area, Setúbal Peninsula and Alentejo. We have access to international investors who are attentive to strategic investments. Consult us without commitment, our way of acting is of total description and confidentiality in the monitoring and advising of the purchase process.
1 to 10 staff
Valorgreen
Investment Fund capitalizing on the existing opportunities within the Portuguese market in sectors such as Photovoltaic, Energy Efficiency and Green Hydrogen.
1 to 10 staff
Youropa Realestate
Youropa Real Estate is the leading Israeli company in the field of real estate investments in Portugal, providing a professional response and support to the growing demand for real estate investments in Portugal. In order to invest in the right, smartest and safest way in real estate, especially when it comes to a non-local market, it is important to do so with the right partner who can advise and lead you towards the most suitable deal for you.
11 to 50 staff
Fenix Capital Partners
A Fenix Capital Partners é uma boutique de investimento independente e especializada, que procura unir as empresas aos investidores e parceiros certos. Através de uma abordagem integrada, que consolida os conhecimentos técnicos, setoriais, e a vasta rede de contactos da sua equipa, a Fenix Capital Partners procura apresentar soluções diferenciadas aos seus clientes, que promovam o crescimento sustentável dos seus negócios. As suas áreas de negócio dividem-se na área empresarial e na área de investimento e financiamento, procurando oferecer soluções alternativas e disruptivas aos seus clientes, nos seguintes âmbitos: Capitalização e Dívida Fusões e Aquisições (M&A) Venture Capital e Private Equity Projetos de Internacionalização - Fenix Capital Partners is an independent and specialized investment boutique that strives to match companies with the appropriate investors and partners. Fenix Capital Partners aspires to deliver innovative solutions for its customers that promote the sustainable growth of their businesses through an integrated approach that consolidates technical knowledge, industries, and the extensive network of contacts of the team. Its core business is divided into two segments: corporate and investment, with the goal of providing innovative and disruptive solutions to its clients in the following areas: Capitalization and Debt Mergers and acquisitions (M&A) Venture Capital and Private Equity Internationalization Projects
1 to 10 staff
Nume Global Asset Company
We are a boutique company focused on creating value for our partners globally.
1 to 10 staff
Saba House
We aspire for a more balanced, vibrant world with global citizens, where the flow of people and capital between countries is based on responsible and efficient decisions. Today's world is fast-paced, with creative solutions, cutting-edge technologies, and diversity. We want to contribute to the next level of globalization through economic, social and cultural integration
1 to 10 staff
Finy Ventures
The Finy Club is an International Angel Club of exclusive access by invitation only to sophisticated investors who consider investing in startups and medium-sized companies. Finy offers its club members access to company information, which would not otherwise reach them or would take significant time and effort to identify. Our easy-to-use online platform allows members to browse and select pre-screened companies through different types of information (eg short videos, business plan and financial plans, video conferencing, etc.). Eligible investors will also be able to review pre-negotiated investment opportunities and details. After investment, Finy is committed to ensure that portfolio companies reach their full potential by providing ongoing coaching and O Finy Club é um Angel Club Internacional de acesso exclusivo por convite, para investidores sofisticados que consideram investir em startups e empresas de média dimensão. O Finy Club oferece aos seus membros acesso a informação das empresas, que de outra forma não chegariam até si ou que levariam muito tempo e esforço para identificar. A nossa plataforma online permite aos membros navegar e seleccionar empresas pré-seleccionadas através de diferentes tipos de informações (por exemplo: vídeos curtos, planos escritos de negócios e financeiros, videoconferência, etc.). Os investidores elegíveis também poderão avaliar oportunidades e detalhes de investimentos pré-negociados. Após o investimento, o Finy Club empenha-se em garantir que as empresas do portefólio atinjam o seu potencial total, fornecendo coaching e networking contínuo.
1 to 10 staff
Wolf Siicp - Sustainable International Infrastructures Capital Partners
One-stop Financial Boutique ESG experience for infrastructure funds, private equities, relevant public & non public entities, heavy industries, heavy transport, relevant services companies and private investors entering in sustainable infrastructure and fixed asset based businesses. WOLF-SIICP Sustainable Investments Capital Partners, Sociedad Limitada WOLF-SIICP Advisory, Investments and Services, Sociedad Limitada Madrid / Lisbon https://wolf.com.es Email : hello@wolf.com.es
1 to 10 staff
Beon Invest
Boutique Imobiliária e Investimentos Consultoria e Gestão de Ativos Serviços Jurídicos
1 to 10 staff
Global Way
1 to 10 staff
Climate Edge
Climate Edge is the open innovation platform for climate tech deployment. We connect industry, innovators, and capital to drive measurable climate impact — helping companies and funders deploy technologies that cut emissions, reduce costs, and create new growth. Our process — Source → Partner → Co-create → Deploy — moves climate technologies from idea to implementation. Corporate Leaders use Climate Edge to launch open-innovation challenges, co-create pilots, and deploy scalable solutions. Climate Catalysts — including governments, philanthropies, and development organizations — work with us to design and run programs that accelerate climate tech deployment across sectors and regions. We focus on scale, speed, and measurable results — turning climate technology into real deployment.
1 to 10 staff
Approach Consulting
We are a consultancy company specialized in the elaboration and monitoring of projects to attract incentives/subsidies within the scope of tax and financial incentives, namely SIFIDE, Portugal 2020, PDR 2020, MAR2020, SIAC, Comércio Investe, SI2E, RFAI, and DLRR. We operate in several areas, namely R&D, Entrepreneurship, and Internationalization. Our global experience allows us to lead all aspects of the process, from the analysis, design, and development phase, to its implementation and tax or accounting treatment. We are an outsourcing solution that adapts to your needs, whose operating costs are directly related to the results.+ Information:
1 to 10 staff
Excelsior Consulting
The company specializes in organizing a full range of services for real estate transactions, as well as consulting and professional support for investment in Portugal, including launch and development of a new businesses.
1 to 10 staff
Itugal Investment Company
The story of ITUGAL started ten years ago when three researchers immigrated to Portugal and founded a successful Technology-based business. The team has raised more than two million euros in funds and investments and made a successful example of immigrants transforming sciences into business. Since 2018, we have worked on empowering high-tech startups by connecting scientists, entrepreneurs, and investors. Through ITUGAL, We have raised more than 25 million investments in 25 high tech startups, supported 26 R&D projects, and relocated 45 investors to Portugal. Our international marketing team has already achieved many tractions from Europe MENA, and the Asia Pacific. We have delivered numerous technology transfers and investments from Europe to MENA and Asia.
11 to 50 staff
Evzone
Empresa de comércio automóvel especializada em modelo de importação por encomenda.
1 to 10 staff
Mm Private
Uma sociedade de serviços de aconselhamento para investimento numa base independente.
1 to 10 staff
Actus
A Actus é uma empresa especializada em candidaturas a incentivos europeus e em consultoria de estratégia, gestão financeira, sistemas de gestão da qualidade e da segurança alimentar e sustentabilidade. Temos como objetivo disponibilizar aos clientes serviços especializados e personalizados na gestão de projetos de investimento, no apoio técnico, bem como em serviços de design, branding de produtos, comunicação e redes sociais.
1 to 10 staff
Investvision
1 to 10 staff
Bandeira Consulting
Welcome to Bandeira Consulting, your trusted partner in M&A for SMEs. With integrity, excellence, and innovation, we provide specialized support at every stage of the M&A process. Our mission is to drive sustainable growth, guiding you towards synergistic success. Unlock your potential with Bem-vindo à Bandeira Consulting, o seu parceiro confiável em fusões e aquisições para PMEs. Com integridade, excelência e inovação, oferecemos suporte especializado em todas as etapas do processo de M&A. A nossa missão é impulsionar o crescimento sustentável do seu negócio, com as melhores sinergias. Eleve o seu potencial connosco!#M&A #MergersAndAcquisitions #SME #PME #Consulting #BandeiraConsulting #
1 to 10 staff
Brands&retail
A Brands & Retail é uma consultoria de prestígio com mais de 30 anos de experiência no setor de varejo. Nossa especialidade é formatação, expansão e criação de novos negócios. Em cada projeto, nos dedicamos a entender as necessidades exclusivas dos nossos clientes para ajudá-los a alcançar suas metas de negócios. Nós nos orgulhamos do nosso histórico de sucesso e estamos comprometidos em fornecer um serviço excecional e resultados tangíveis. Desenvolvemos estratégia e planeamento que agregam valor aos projetos de nossos clientes e potencializamos sua rentabilidade. Alavancando seus negócios de forma segura e sustentável. Trabalhamos com foco em uma eficiente expansão da marca no mercado e auxiliamos as empresas com soluções personalizadas. Nosso valor está na força de nossa experiência e compreensão das necessidades para expansão nacional e internacional do nosso cliente. Estamos trabalhando para fornecer excelentes serviços, à medida que nos adaptamos e inovamos para atender e superar as necessidades com know-how local, experiência e especialização para escalar os vários conceitos de negócios em diversos setores do Retail. Realizamos uma análise de caso detalhada, propondo um resultado personalizado, orientando os modelos de consultoria de estratégia de entrada no mercado ou expansão com base no conceito pesquisado. A Brand’s & Retail compromete-se a ser o melhor parceiro de expansão para seu negócio. Dê o próximo passo e entre em contato connosco para saber como podemos trabalhar juntos para fazer o seu negócio prosperar.
1 to 10 staff
Jbnc Innovation & Consulting
Fundada em 2022, a JBNC Innovation & Consulting é uma empresa especializada em consultoria estratégica e no desenvolvimento de candidaturas a fundos comunitários europeus e nacionais. A nossa missão é apoiar as empresas na obtenção dos apoios financeiros necessários para fomentar o seu crescimento e inovação. Tem uma empresa e quer investir em inovação? Precisa de apoio para desenvolver novos produtos e serviços? Está a iniciar o processo de digitalização e descarbonização do seu negócio? Na JBNC, oferecemos soluções completas para o crescimento da sua empresa. Desde a elaboração de candidaturas a fundos comunitários e incentivos fiscais, até consultoria em áreas como inovação produtiva, eficiência energética, e assessoria financeira, trabalhamos para garantir que os seus projetos prosperem.
1 to 10 staff
Purplebalcony Lda
Purple Balcony is a real estate investment developer and manager that transforms properties into opportunities with sustainable value. Specialized in urban rehabilitation and development of real estate projects with a positive impact, Purple Balcony combines transparency, rigor and profitability for investors looking for security and real results. We operate throughout Portugal — focusing on Lisbon, Setúbal, Sesimbra and Algarve — structuring investments from acquisition and rehabilitation to final sale. We combine market vision, risk management and environmental commitment to create solid projects, with average returns exceeding 10% per year. We believe that investing in rehabilitation is investing in the future of cities. Find out more at purplebalcony.com #InvestimentoImobiliário #ReabilitaçãoUrbana #PurpleBalcony #ImobiliárioPortugal #Investidores
1 to 10 staff
Admirable Status, Lda
Real Estate investement - Commodities - Financial Business - Global Consulting
1 to 10 staff
Elevate Plures Investments
Elevate Plures Investments é uma empresa dedicada ao investimento estratégico no setor da saúde, com foco na criação de parcerias exemplares e soluções personalizadas. Representando luxo e exclusividade, promovemos inovação e excelência operacional para transformar negócios em projetos sustentáveis e de alto impacto. O nosso compromisso é elevar a experiência de cada parceiro e cliente com serviços adaptados às suas necessidades.
11 to 50 staff
Glasscore Partners
GlassCore Partners is a highly specialised investment advisory platform for the glass, facade and prefabrication industry - in Southern Europe. We combine industrial expertise with financial execution, aligning three sides of the market: business owners, private equity and strategic buyers. We are industrial operators first, with a deep technical understanding, with international experience and an integrated mindset of the entire ecosystem - from glass processing to industrialized facade construction. In an underserved and fragmented segment, we partner with the next-generation of building envelope companies for institutional investment, ensuring a seamless and successful transition. We build investment partnerships leveraged between Strategic Buyers and Private Equity - assuring continuity of legacy and technical integration: we connect promising companies with strategic international capital to fund their growth: implement strategic roadmaps for automation, digital integration, and international expansion: we act as a trusted partner to facilitate M&A and post-merger integration, creating strong synergies to consolidate a fragmented market. We believe in staying involved from deal origination to operational transformation, to help ambitious owners and investors build scalable, internationally competitive companies - together.
1 to 10 staff
Rossio Capital
ROSSIO CAPITAL is a private investment company specialised in the acquisition, development, and asset management of real estate, with a dedicated focus on the Portuguese market. In addition, we have a dedicated team to investments in other different industries, like timber, fishing, etc. as well as trading. Founded in 2024 ROSSIO has built an interesting portfolio of real estate assets, representing a total co-investment of 5€M until now.
1 to 10 staff
Calculus Group
Elaboração de Planos de Negócios e Candidaturas a Programas Nacionais e Comunitários no âmbito do Portugal 2030, MAR 2030 e Turismo de Portugal
1 to 10 staff
Prime Plan
Fundos Comunitários Portugal 2030 e PRR | Elaboração de Plano de negócios | Estudos de financiamento
1 to 10 staff
Visvil Group
Visvil Group operates in three countries, representing well-known brands. The group stands out for integrating services that promote efficiency and innovation in different markets.
11 to 50 staff
Bullstockpicker
Trading signals to improve your stock picking. Daily reports with high probability trading signals. Investment universe: 200 largest market caps of the S&P 500, weekly rebalnacing. Trade monitoring from entry until exit with a robust stop management. Learn how to build a trading plan. Invest in a focused portfolio and beat the market on the long-term.
1 to 10 staff
Riashells
A Riashells é uma empresa especializada em consultoria para aquicultura, pesca e transformação de pescado, oferecendo soluções inovadoras e eficientes para os desafios do setor. Com uma abordagem personalizada, apoiamos os produtores na otimização dos cultivos, aumento da produtividade e implementação de práticas sustentáveis. Prestamos também suporte no licenciamento de TAA, unidades de maneio de bivalves e depuradoras, e elaboramos projetos de investimento. Complementamos os nossos serviços com materiais e equipamentos de alta qualidade para o cultivo de ostras, assegurando o sucesso e desenvolvimento sustentável dos nossos clientes.
1 to 10 staff
Hammock Real Estate
Hammock is an independent real estate consultancy agency, specializing in carefully selected properties, premium projects and off-market opportunities. We offer complete real estate service through the buying process and continuing on. Ideal for those looking for a lifestyle property or business investment in Portugal. Hammock strives to build long term relationships with its clients and partners, going above and beyond to meet their property needs.
1 to 10 staff
Global Easy
International mobility for people and businesses. Simple. Efficient. Global.
1 to 10 staff
Hmf Capital
HMF Capital é um ecossistema de negócios. Únicos na proposta de valor, oferecemos espaço neste "marsúpio" de extraordinários empreendedores para a concretização das suas ambições. Investimos em pessoas com mentalidade de crescimento e em projetos estruturados com potencial de escalabilidade. hmfcapital.pt Juntos, saltamos para o sucesso do teu negócio! 🦘 Saiba mais em hmfcapital.pt
1001 to 5000 staff
Kronio Financial Advisory
Kronio Advisory partners with private and institutional investors to navigate a broad spectrum of real estate strategies and asset classes. Our experience covers the full investment cycle—from core commercial properties to living sector assets and selective development opportunities. We deliver comprehensive, end-to-end advisory services: from sourcing and evaluating high-potential investments, to structuring and executing transactions, and providing ongoing asset management. Whether you require strategic guidance or execution support, Kronio Advisory is a trusted partner in unlocking long-term value across real estate markets.
1 to 10 staff
Hrybov & Gritz Holding
a multi-division international group with over 10 years of experience in strategic consulting, investment, and business development. Our holding combines expertise in Consulting & Advisory, Food, Non-Food, Tech & Innovation, and Logistics & Production, creating integrated solutions for international growth and sustainable performance. The group includes, among others, the following companies: & :(). An international legal and business advisory firm specialising in full legal support for business immigration, cross-border redomiciliation, company incorporation and liquidation, M&A transactions, strategic market expansion, compliance and AML, and management of complex corporate relocations. A full range of consulting services aimed at supporting businesses in the international market, covering legal, strategic, and representative matters. Representative Services for business: support and oversight of partner obligations in Benelux, Germany, and France. & :(), ç. From asset management to private equity deals, we help businesses grow, restructure, and unlock opportunities. M&A support, risk management, and strategic consultancy – all in one place.
51 to 200 staff
Una - Um Nível Acima
Somos a UNA - Um Nível Acima - Consultoria e Apartamentos, uma empresa de consultoria e consultoria internacional, sediada no Porto, Portugal, que presta serviços de Assessoria Imobiliária e de Negócios, Apoio e Assistência a Investidores Migrantes e suas famílias, Administração Patrimonial Gestão de Apartamentos Turísticos e apoio jurídico e fiscal.
1 to 10 staff