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