{"source":"Breaknorm","page":"https://breaknorm.co/market/business_finance_services/wealth_management_investment/pt","license":"https://breaknorm.co/terms","vertical":"business_finance_services","subvertical":"wealth_management_investment","country":"PT","companies":653,"by_leaf":[["property_investment_advisers",172],["wealth_management_general",159],["corporate_finance_advisers",132],["independent_financial_advisers",83],["other_wealth_management_investment",51],["private_asset_managers",48],["general_management_consulting",47],["real_estate_investment_firms",22],["private_equity_firms",13],["grant_funding_advisory",10],["general_consumer_credit_brokers",9],["sme_accounting_tax_practice",9],["market_entry_internationalisation_consulting",8],["mortgage_and_property_finance",7],["specialist_tax_advisers",7],["residency_immigration_consultancies",6],["family_holdings",5],["business_setup_consultancies",4],["investment_research_services",4],["property_data_services",4]],"by_headcount":[["0-1",355],["2-10",194],["11-50",85],["51-200",11],["201-500",6],["1001-5000",1],["501-1000",1]],"by_city":[["Lisboa",179],["Porto",60],["Lisbon",18],["Mataram",16],["Braga",11],["Vila Nova de Gaia",11],["Coimbra",8],["Aveiro",4],["Barcelos",4],["Cascais",4],["Funchal",4],["Loulé",3]],"hiring":{"companies":5,"new_30d":3,"by_headcount":[["201-500",4],["1001-5000",1]]},"tech":[["microsoft_365",157],["cloudflare",101],["google_workspace",81],["register_group",64],["nominalia_amen",56],["microsoft_entra_id",44],["microsoft_intune",44],["microsoft_teams",40],["mailchimp",29],["brevo",19],["facebook_pixel",16]],"top_note":"The largest companies of the segment, by headcount; job boards and portals left out.","top":[{"domain":"arrowglobal.pt","name":"Arrow Global","country":"PT","city":"Lisboa","headcount":"1001-5000","leaf":"private_asset_managers","summary":"Arrow Global is an alternative asset management group that identifies, acquires and manages credit and real estate portfolios, including non-performing loans, r."},{"domain":"finantia.com","name":"Banco Finantia","country":"PT","city":"Lisboa","headcount":"201-500","leaf":"retail_and_commercial_banks","summary":"Banco Finantia is a bank that provides private banking and corporate banking and investment services for private and institutional investors."},{"domain":"big.pt","name":"Banco de Investimento Global","country":"PT","city":null,"headcount":"201-500","leaf":"wealth_management_general","summary":"Banco de Investimento Global is an investment bank that provides asset management, wealth management and trading platforms for consumers and companies."},{"domain":"doutorfinancas.pt","name":"Doutor Finanças","country":"PT","city":"Miraflores","headcount":"201-500","leaf":"independent_financial_advisers","summary":"Doutor Finanças is a financial advisory service in Portugal that provides mortgage credit negotiation, insurance brokerage, investment and savings planning, and."}],"as_of":"2026-11-05","updated_at":"2026-11-03","hash":"f57f22901e58f14c","index_tier":2}