Portfel | Consultoria Financeira

Finance · Brazil · 11-50 Employees

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Overview

Headquarters

325 Avenida Copacabana, Barueri, Sao Pau...

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Portfel | Consultoria Financeira

Portfel is the largest independent financial consulting firm in Brazil, founded in 2019, specializing in a fee-based model that ensures transparency and alignment with client interests. With over R$ 17 billion under management and more than 20,000 active clients, the firm boasts a team of over 600 consultants across all Brazilian states. Recognized as the number one consulting firm by XP Wealth Services and a standout among BTG Pactual's Best Performers, Portfel is part of the Grupo Primo, enhancing its visibility and growth in the financial market. The company offers personalized investment portfolio construction, financial planning, and asset protection services, all designed to help clients achieve their financial goals without conflicts of interest.Explore more
Portfel | Consultoria Financeira's Social MediaPopular SearchesPortfel | Consultoria FinanceiraPortfelSIC Code 62,628NAICS Code 52,523Show more

Portfel | Consultoria Financeira Org Chart

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Financial Advisor

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Financial Advisor

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Consultor De Investimentos

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Consultor De Investimentos

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Brazil flag for contact location.

Consultor De Investimentos

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Activity Insights

Portfel | Consultoria Financeira is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Portfel | Consultoria Financeira is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Portfel | Consultoria Financeira.

Portfel | Consultoria Financeira Tech Stack

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Frequently Asked Questions Regarding Portfel | Consultoria Financeira

What is Portfel | Consultoria Financeira's official website?
Portfel | Consultoria Financeira's official website is www.portfel.com.br
What is Portfel | Consultoria Financeira's Revenue?
Portfel | Consultoria Financeira's revenue is <$5 Million
What is Portfel | Consultoria Financeira's SIC code?
Portfel | Consultoria Financeira's SIC: 62,628
What is Portfel | Consultoria Financeira's NAICS code?
Portfel | Consultoria Financeira's NAICS: 52,523
How many employees does Portfel | Consultoria Financeira have?
Portfel | Consultoria Financeira has 11-50 employees
What industry does Portfel | Consultoria Financeira belong to?
Portfel | Consultoria Financeira is in the industry of: Finance, Securities Trading, Lending & Brokerage
What technology does Portfel | Consultoria Financeira use?
Some of the popular technologies that Portfel | Consultoria Financeira uses are: WordPress.org, PHP, Sentry, InstantSearch+
What does Portfel | Consultoria Financeira do?

Portfel is the largest independent financial consulting firm in Brazil, founded in 2019, specializing in a fee-based model that ensures transparency and alignment with client interests. With over R$ 17 billion under management and more than 20,000 active clients, the firm boasts a team of over 600 consultants across all Brazilian states. Recognized... as the number one consulting firm by XP Wealth Services and a standout among BTG Pactual's Best Performers, Portfel is part of the Grupo Primo, enhancing its visibility and growth in the financial market. The company offers personalized investment portfolio construction, financial planning, and asset protection services, all designed to help clients achieve their financial goals without conflicts of interest.Read More

What are Portfel | Consultoria Financeira social media links?
Portfel | Consultoria Financeira Linkedin page
Is Portfel | Consultoria Financeira a public company?
Portfel | Consultoria Financeira is private company therefore does not currently have an official ticker symbol
See more information about Portfel | Consultoria Financeira

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