Top Financial Services Firms in Portugal

Ratings Updated: April 5, 2026

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0 Leaders 11 Contenders

11 Companies

Country: Portugal

List of the Top Portugal Financial Services Companies

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CSTMR

4.9 7 reviews
Premier Verified

$50,000+

$200 - $300 / hr

10 - 49

Serves Portugal

Services provided

20% Search Engine Optimization

15% Pay Per Click

15% Web Design +5 services

10% Advertising

10% Branding

10% Content Marketing

10% Digital Strategy

10% Social Media Marketing

CSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.

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Reviews mention Great team
CSTMR has received overwhelmingly positive feedback, particularly highlighting their exceptional team. Clients have noted their 'talented individuals' who are 'highly skilled' and the seamless project management that facilitates effective collaboration. One client emphasized the team's ability to 'shine and produce results' despite challenges, while another praised their thoughtful and caring approach, stating they are 'fantastic people' who consistently go above and beyond. Overall, the sentiment reflects a strong admiration for CSTMR's team dynamics and expertise.

Digital & Content Marketing for Money Transfer Platform

5.0 Jan 20, 2021

CSTMR has a talented team of individuals that are highly skilled in their areas of expertise. Their project management is on point! They make it easy for us as a client to keep a track of all the ongoing projects and next steps. Their highly talented team has the ability to shine and produce results regardless of any challenge thrown at them.
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Digital Marketing, Web Dev & UX/UI Design for FinTech Co

5.0 Jun 17, 2025

CSTMR consistently delivers on time and manages all of our engagements seamlessly. They are a true partner. Aside from the fact that they're the most thoughtful, skilled fintech marketers in the U.S., they're also just fantastic people who truly care (about us and about our customers) and will go above and beyond to deliver for us every single time. Their culture matches perfectly with ours.
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Industry Experience

CSTMR has demonstrated significant expertise in the financial services and other industries, with a strong emphasis on branding, content marketing, and digital strategy. Clients in financial services praised their ability to enhance brand awareness and drive measurable traffic increases, while those in other sectors noted their responsive project management and creative solutions. Overall sentiment reflects a high level of satisfaction, particularly regarding CSTMR's understanding of complex market needs and their commitment to client goals, making them an excellent partner in financial services.
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Other Industry Other industries Financial services

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Average Project Cost Breakdown

$50,000 to $199,999 (2) $10,000 to $49,000 (1) $200,000 to $999,999 (1)

What Clients Have Said
Clients generally find CSTMR's pricing to be reasonable relative to the high-quality results delivered. For instance, one client noted a $210,000 investment led to a tripling of demo requests and website traffic. Another client, spending $80,000, reported significant improvements in brand awareness and engagement. Overall, feedback reflects strong satisfaction with the value for money, emphasizing CSTMR's commitment to delivering impactful marketing strategies tailored to client needs.
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Carrollton, Georgia (1) Livonia, Michigan (1) Minneapolis, Minnesota (1) Princeton, New Jersey (1) Albany, New York (1) Palo Alto, California (1)

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Talent Formula

5.0 2 reviews
Verified

$25,000+

Undisclosed

250 - 999

Serves Portugal

Services provided

35% Accounting

35% Finance & Accounting Outsourcing (FAO)

30% AI Agents

Talent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read more
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Industry Experience

Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisure

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.
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Progest - Consultoria Empresarial

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Fraião, Portugal

Services provided

20% Accounting

20% Business Consulting

20% Business Valuation Services +2 services

20% Financial Consulting

20% Funding & Investment

Progest - Consultoria Empresarial, a Business Consulting company, was established in 2001. They focuses on Business Consulting and Accounting.
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Altice Empresas

Not yet reviewed

$250,000+

< $25 / hr

250 - 999

Lisboa, Portugal

Services provided

10% Accounting

70% Customer Service Outsourcing

10% Back Office Outsourcing +2 services

5% Finance & Accounting Outsourcing (FAO)

5% HR Consulting

Altice Empresas is a Customer Service Outsourcing company based in Lisboa, Portugal. Launched in 1990, the team specializes in Customer Service Outsourcing and Back Office Outsourcing.
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REWARD Consulting

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Paço de Arcos, Portugal

Services provided

60% Accounting

40% Business Consulting

REWARD Consulting is an Accounting company established in 2012. The small team provides Accounting and Business Consulting.
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RRA Rodrigues Ribeiro & Associados Lda.

Not yet reviewed

$1,000+

$100 - $149 / hr

10 - 49

Matosinhos, Portugal

Services provided

10% Accounting

20% Business Consulting

10% Compliance Consulting +9 services

10% Engineering

10% Environmental Consulting

10% HR Consulting

5% AI Consulting

5% Cybersecurity

5% Financial Advising & Planning

5% Immigration Law

5% Labor & Employment Law

5% Other IT Consulting and SI

RRA Rodrigues Ribeiro & Associados Lda. Is a Business Consulting company headquartered in Matosinhos, Portugal. The team focuses on Business Consulting and Compliance Consulting.
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HVR Business Consulting

Not yet reviewed

$1,000+

$25 - $49 / hr

2 - 9

Lisboa, Portugal

Services provided

70% Accounting

10% Business Consulting

10% Finance & Accounting Outsourcing (FAO) +1 service

10% HR Consulting

Accounting company HVR Business Consulting was established in 2015. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO) and is in Lisboa, Portugal.
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Insurance 4 Portugal

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Portimão, Portugal

Services provided

100% Insurance Services & Brokers

Insurance 4 Portugal is an Insurance Services & Brokers company. They are located in Portimão, Portugal. Their team offers Insurance Services & Brokers.
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Elevate Accounting

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Lagos, Portugal

Services provided

20% Accounting

20% Business Consulting

20% Business Valuation Services +2 services

20% Financial Advising & Planning

20% Financial Consulting

Business Consulting company Elevate Accounting is in Lagos, Portugal. The team offers Business Consulting and Accounting.
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LTA

Not yet reviewed

Undisclosed

$25 - $49 / hr

10 - 49

Lisboa, Portugal

Services provided

20% Accounting

20% Corporate Law

20% Family Law +2 services

20% Immigration Law

20% Labor & Employment Law

LTA is an Accounting company. The Lisboa, Portugal-based agency was established in 2023. Their team specializes in Accounting and Corporate Law.
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FinOut Services

Not yet reviewed

Undisclosed

$25 - $49 / hr

2 - 9

Lisboa, Portugal

Services provided

10% Accounting

30% Finance & Accounting Outsourcing (FAO)

20% Back Office Outsourcing +2 services

20% Commercial Financing

20% Financial Advising & Planning

FinOut Services is a Finance & Accounting Outsourcing (FAO) company established in 2024. Their services include Finance & Accounting Outsourcing (FAO) and Back Office Outsourcing.
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Lexidy Law Boutique

1.0 1 review

$1,000+

$50 - $99 / hr

10 - 49

Lisboa, Portugal

Services provided

10% Accounting

10% Bankruptcy Law

10% Corporate Law +7 services

10% Finance Law

10% Immigration Law

10% Intellectual Property Law

10% Internet & Technology Law

10% Labor & Employment Law

10% Real Estate Law

10% Tax Law

Lexidy Law Boutique is an immigration law firm specializing in providing legal guidance for residency and visa applications. Despite being chosen for their high ratings, feedback indicates significant dissatisfaction, with 100% of reviewers highlighting issues such as poor communication, inadequate preparation, and a lack of proactive guidance, leading to unsuccessful outcomes and increased client costs.

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0 of 1 reviews is 5 stars

Less than $10,000 avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews of Lexidy Law Boutique indicate a predominantly negative sentiment, with clients expressing dissatisfaction regarding communication and project management. One client noted that while their D7 visa was approved, the residency application was rejected due to incorrect financial guidance, leading to delays and unexpected costs. Feedback highlighted the need for proactive support and timely responses, emphasizing that the firm failed to meet expectations for accuracy and accountability in critical stages of the immigration process.
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Industry Experience

Lexidy Law Boutique has received feedback primarily from the Advertising & Marketing sector, where clients sought immigration legal services. The firm demonstrated expertise in handling visa applications but faced criticism for weak project management, slow communication, and insufficient guidance. Overall sentiment in this industry reflects a need for improved client support and proactive engagement, indicating that while Lexidy has potential in legal services, clients may find better alignment elsewhere for critical immigration processes.
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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients expressed dissatisfaction with Lexidy Law Boutique's value for money, citing poor guidance and communication. One client noted that the firm's inaccurate advice on financial requirements led to additional costs and a failed residency application. Overall sentiment reflects concerns over high costs not aligning with the quality of service, emphasizing the need for improved accountability and proactive support throughout the process.
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Lisboa, Portugal

Rua Joaquim António de Aguiar n.º 43, RC Esq 1070-150
Lisboa, Portugal 1070-150
10 - 15

+351 21 020 0969

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Neyond

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Lisboa, Portugal

Services provided

20% IT Managed Services

20% IT Strategy Consulting

10% Business Consulting +5 services

10% Content Marketing

10% Digital Strategy

10% Financial Advising & Planning

10% Financial Consulting

10% Mobile App Development

Neyond is an IT strategy consulting company launched in 2004. The team provides IT strategy consulting and IT managed services.
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Ability to deliver

Focus

Proven

Market Leaders

Emerging

Niche

Clutch Leaders Matrix

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A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.

By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More

Focus (x-axis)

Focus accounts for a company’s specialization within a certain service.

Ability to Deliver (y-axis)

Ability to Deliver considers three criteria:

Client feedback and reviews
Work experience and previous projects
Market presence and reputation in the industry

List of the Top Portugal Financial Services Companies

Progest - Consultoria Empresarial

Undisclosed

Undisclosed

10 - 49

Fraião, Portugal

Ability to deliver

11.4/40.0

0/20 Reviews

6.2/10 Clients & Experience

5.2/10 Market Presence

Service focus

20% Accounting

80% Other

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Altice Empresas

$250,000+

< $25 / hr

250 - 999

Lisboa, Portugal

Ability to deliver

6.7/40.0

0/20 Reviews

0/10 Clients & Experience

6.7/10 Market Presence

Service focus

10% Accounting

90% Other

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REWARD Consulting

Undisclosed

Undisclosed

10 - 49

Paço de Arcos, Portugal

Ability to deliver

5.2/40.0

0/20 Reviews

0/10 Clients & Experience

5.2/10 Market Presence

Service focus

60% Accounting

40% Other

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RRA Rodrigues Ribeiro & Associados Lda.

$1,000+

$100 - $149 / hr

10 - 49

Matosinhos, Portugal

Ability to deliver

5.2/40.0

0/20 Reviews

0/10 Clients & Experience

5.2/10 Market Presence

Service focus

10% Accounting

5% Financial Advising & Planning

85% Other

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HVR Business Consulting

$1,000+

$25 - $49 / hr

2 - 9

Lisboa, Portugal

Ability to deliver

4.9/40.0

0/20 Reviews

0/10 Clients & Experience

4.9/10 Market Presence

Service focus

70% Accounting

30% Other

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Insurance 4 Portugal

Undisclosed

Undisclosed

10 - 49

Portimão, Portugal

Ability to deliver

4.9/40.0

0/20 Reviews

0/10 Clients & Experience

4.9/10 Market Presence

Service focus

100% Insurance Services & Brokers

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Elevate Accounting

Undisclosed

Undisclosed

10 - 49

Lagos, Portugal

Ability to deliver

4.6/40.0

0/20 Reviews

0/10 Clients & Experience

4.6/10 Market Presence

Service focus

20% Accounting

20% Financial Advising & Planning

60% Other

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LTA

Undisclosed

$25 - $49 / hr

10 - 49

Lisboa, Portugal

Ability to deliver

4/40.0

0/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

20% Accounting

80% Other

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FinOut Services

Undisclosed

$25 - $49 / hr

2 - 9

Lisboa, Portugal

Ability to deliver

4/40.0

0/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

10% Accounting

20% Financial Advising & Planning

70% Other

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Lexidy Law Boutique

$1,000+

$50 - $99 / hr

10 - 49

Lisboa, Portugal

Ability to deliver

8.9/40.0

3.4/20 Reviews

0/10 Clients & Experience

5.5/10 Market Presence

Service focus

10% Accounting

90% Other

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Neyond

Undisclosed

Undisclosed

250 - 999

Lisboa, Portugal

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

10% Financial Advising & Planning

90% Other

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Top Financial Services Firms in Portugal

List of the Top Portugal Financial Services Companies

Reviews mention Great team

Digital & Content Marketing for Money Transfer Platform

Digital Marketing, Web Dev & UX/UI Design for FinTech Co

Industry Experience

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Average Project Cost Breakdown

What Clients Have Said

Recruitment & Mgmt Support for Technology & Accounting Firm

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Reviewed 1 time in the past 6 months

Industry Experience

Average Project Cost Breakdown

What Clients Have Said

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List of the Top Portugal Financial Services Companies