Investment Firms Authorised in Portugal

Every entry ESMA's union public register holds with Portugal as its home member state — what each firm is authorised as, when, and which authorisations have since been withdrawn.

This is not the crypto register. MiFID / AIFMD / UCITS investment firms — NOT the MiCA crypto register — investment firms, fund managers and trading venues. A firm listed here may hold no permission for crypto-assets at all. For that, use the guided check against the MiCA register.

A listing is a permission, not a recommendation. ESMA publishes that a firm is authorised. That is a record of a permission, not a recommendation, and not a statement that the firm is safe. No firm on this page is assessed, scored or ranked by us, and the order is alphabetical so that the order cannot be read as a judgement either.

181 entries · 175 recorded as current · 6 recorded as withdrawn · authorities: Banco de Portugal · Comisión Nacional del Mercado de Valores (CNMV) · Comissão do Mercado de Valores Mobiliários (CMVM)

  • 3J Empresa de Investimento, S.A.Investment firm · authorised 22 July 2024Current
  • Abacus Wealth Europe - Empresa de Investimento, S.A.Investment firm · authorised 3 November 2022Current
  • ABANCA Portugal, S.A.Investment firm · authorised 19 July 1993Current
  • ACREDIUS PORTUGAL, S.A.European Crowdfunding Service Provider · authorised 29 February 2024Current
  • ActivMarkets - Empresa de Investimento S.A.Investment firm · branch · authorised 22 June 2023Current
  • ActivMarkets - Empresa de Investimento S.A.Investment firm · authorised 8 September 2022Current
  • Aimtoinvest Capital Partners, SGOIC, S.A.AIFM · authorised 25 January 2023Current
  • Alpac Capital - Sociedade de Capital de Risco, S.A.EVC · authorised 8 March 2016Current
  • ALTI Wealth Management (Portugal) - Empresa de Investimento, S.A.Investment firm · authorised 7 October 2004Current
  • Armilar Venture Partners - SCR S.A.AIFM · authorised 10 October 2018Current
  • ASK Patrimónios, Empresa de Investimento, S.A.Investment firm · authorised 16 September 2003Current
  • Asteer - Empresa de Investimento, Unipessoal Lda.Investment firm · authorised 28 September 2016Current
  • Atlantic - SGOIC, S.A.AIFM · authorised 28 August 2019Current
  • Atrium Portfolio Managers - Empresa de Investimento S.A.Investment firm · authorised 30 September 1999Current
  • Baluarte - Empresa de Investimento, S.A.Investment firm · authorised 17 July 2014Current
  • Banco ActivoBank, SAInvestment firm · authorised 29 July 1991Current
  • Banco Atlântico Europa, SAInvestment firm · authorised 29 July 2010Current
  • Banco BPI, SAInvestment firm · authorised 23 December 2002Current
  • Banco Comercial Português, SAInvestment firm · authorised 29 July 1991Current
  • Banco CTT, SAInvestment firm · authorised 24 October 2024Current
  • Banco de Investimento Global, SAInvestment firm · authorised 8 March 1999Current
  • Banco Efisa, SAInvestment firm · authorised 5 April 1995Current
  • Banco Finantia, SAInvestment firm · authorised 29 July 1991Current
  • Banco Invest, SAInvestment firm · authorised 7 August 1997Current
  • Banco L.J. Carregosa, S.A.Investment firm · authorised 12 January 1995Current
  • Banco L.J. Carregosa, S.A.UCITS management company · authorised 20 May 2010Current
  • Banco Madesant - Sociedade Unipessoal, SAInvestment firm · authorised 17 February 2000Current
  • Banco Português de Gestão, SAInvestment firm · authorised 26 July 2001Current
  • Banco Santander Totta, SAInvestment firm · authorised 29 July 1991Current
  • BEST - Banco Electrónico de Serviço Total, SAInvestment firm · authorised 12 June 2001Current
  • Bison Bank, S.A.Investment firm · authorised 29 July 1991Current
  • BIZ Capital - SGOIC, S.A.AIFM · authorised 30 July 2020Current
  • BIZ Capital - SGOIC, S.A.UCITS management company · authorised 30 July 2020Current
  • Biz Valor - Sociedade Corretora, SAInvestment firm · authorised 3 August 2001Current
  • BlueCrow Capital - Empresa de Investimento Unipessoal, Lda.Investment firm · authorised 14 January 2010Current
  • BMO Portugal - Gestão de Patrimónios, SAInvestment firm · withdrawn 29 April 2022Withdrawn
  • BNI - Banco de Negócios Internacional (Europa), SAInvestment firm · authorised 6 July 2023Current
  • Bondstone Investment Management, SGOIC, S.A.AIFM · authorised 19 December 2023Current
  • BPI Gestão de Activos - Sociedade Gestora de Fundos de Investimento Mobiliário, SAInvestment firm · authorised 11 May 2006Current
  • BPI Gestão de Ativos - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.AIFM · authorised 21 September 2018Current
  • BPI Gestão de Ativos - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.UCITS management company · authorised 29 July 1991Current
  • BTG Pactual Portugal - Empresa de Investimento, S.A.Investment firm · authorised 22 June 2021Current
  • BTG PACTUAL PORTUGAL - EMPRESA DE INVESTIMENTO, S.A., SUCURSAL EN ESPAÑAInvestment firm · branch · withdrawn 5 September 2025Withdrawn
  • Caixa - Banco de Investimento, SAInvestment firm · authorised 29 July 1991Current
  • Caixa Central - Caixa Central de Crédito Agrícola Mútuo, CrlInvestment firm · authorised 17 November 1995Current
  • Caixa Económica Montepio Geral, Caixa Económica Bancária, S.A.Investment firm · authorised 29 July 1991Current
  • Caixa geral de depositos S.A.Investment firm · branch · authorised 28 October 2013Current
  • Caixa Geral de Depósitos, SAInvestment firm · authorised 29 July 1991Current
  • Caixa Gestão de Ativos - Sociedade Gestora de Fundos de Investimento, S.A.Investment firm · authorised 30 March 2004Current
  • Caixa Gestão de Ativos, SGOIC, S.A.UCITS management company · authorised 29 July 1991Current
  • Caixa Gestão de Ativos, SGOIC, S.A.AIFM · authorised 23 December 2019Current
  • Carne Global Financial Services (Europe), Empresa de Investimento, S.A.Investment firm · authorised 2 April 2019Current
  • Casa de Investimentos - Gestão de Patrimónios e Fundos de Investimento - SGOIC, S.A.UCITS management company · authorised 21 November 2019Current
  • Casa de Investimentos - Gestão de Patrimónios e Fundos de Investimento - SGOIC, S.A.AIFM · authorised 21 November 2019Current
  • Casa de Investimentos - Gestora de Patrimónios e Fundos de Investimento Mobiliário, S.A.Investment firm · authorised 1 July 2010Current
  • Causeway Securities (Europe) , Empresa de Investimento, S.A.Investment firm · authorised 23 March 2026Current
  • CFGT (EU), Empresa de Investimento S.A.Investment firm · authorised 1 March 2024Current
  • Circle Capital - SGOIC, S.A.AIFM · authorised 10 March 2022Current
  • Civilria Gestão de Ativos , SGOIC, S.A.AIFM · authorised 5 May 2022Current
  • Crédito Agrícola Gest - SGOIC, S.A.AIFM · authorised 19 February 2019Current
  • Crédito Agrícola Gest - SGOIC, S.A.UCITS management company · authorised 29 July 1991Current
  • Crédito Agrícola Gest - Sociedade Gestora de Fundos de Investimento Mobiliário, SAInvestment firm · authorised 22 December 2004Current
  • Crito Capital - Empresa de Investimento, S.A.Investment firm · authorised 1 February 2024Current
  • DASKAPITAL - CROWDFUNDING, S.A.European Crowdfunding Service Provider · authorised 17 October 2024Current
  • Dif Broker - Empresa de Investimento, S.A.Investment firm · authorised 1 June 2000Current
  • DIF BROKER EMPRESA DE INVESTIMENTO, S.A., SUCURSAL EN ESPAÑAInvestment firm · branch · withdrawn 30 June 2023Withdrawn
  • Dolat Capital, Empresa de Investimento, S.A.Investment firm · authorised 15 March 2016Current
  • Draycott - SCR, S.A.EVC · authorised 22 August 2019Current
  • ECS - Sociedade de Capital de Risco, S.A.AIFM · authorised 29 June 2017Current
  • Euroconsumers Invest - Empresa de Investimento, Unipessoal Lda.Investment firm · authorised 25 November 2016Current
  • Euroconsumers Invest - Empresa de Investimento, Unipessoal, LdaInvestment firm · branch · authorised 13 September 2022Current
  • EURONEXT - MERCADO DE FUTUROS E OPÇÕESRegulated market · authorised 3 December 2007Current
  • EURONEXT ACCESS LISBONMultilateral trading facility · authorised 17 September 2009Current
  • Euronext GrowthMultilateral trading facility · authorised 11 October 2019Current
  • Euronext Lisbon - Sociedade Gestora de Mercados Regulamentados, SARegulated market · authorised 28 February 2000Current
  • Fidelidade - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.AIFM · authorised 7 June 2018Current
  • Finprop Capital - SGOIC, S.A.AIFM · authorised 17 February 2022Current
  • Fomento - Fundos de Investimento Imobiliário, SGOIC, S.A.AIFM · authorised 17 August 2017Current
  • FORSTEFINANCE - EMPRESA DE INVESTIMENTO, UNIPESSOAL LDAInvestment firm · authorised 28 July 2011Current
  • Francisco Magalhães Carneiro - Empresa de Investimento, Lda.Investment firm · authorised 14 May 2019Current
  • FSOIC Partners, SGOIC, S.A.AIFM · authorised 29 December 2020Current
  • Fund Box - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.UCITS management company · authorised 27 July 2012Current
  • Fund Box - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.AIFM · authorised 6 December 2021Current
  • Fundiestamo - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.AIFM · authorised 27 December 2019Current
  • GEF - SGOIC, S.A.AIFM · authorised 2 July 2020Current
  • Generation IM - Empresa de Investimento, S.A.Investment firm · authorised 1 September 2025Current
  • Generation Alfa - Empresa de Investimento, S.A.Investment firm · authorised 23 February 2022Current
  • GFM Gestão de Ativos - SGOIC, S.A.AIFM · authorised 29 December 2020Current
  • GNB - Gestão de Ativos, Sociedade Gestora de Organismos de Investimento Coletivo S.A.AIFM · authorised 8 January 2019Current
  • GNB - Gestão de Patrimónios - Empresa de Investimento, SAInvestment firm · authorised 29 July 1991Current
  • GNB Fundos Mobiliários - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.UCITS management company · authorised 29 July 1991Current
  • GNB Real Estate - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.AIFM · authorised 12 March 2019Current
  • Golden Broker - Empresa de Investimento, S.A.Investment firm · authorised 23 July 2003Current
  • Golden Wealth Management - Empresa de Investimento, S.A.Investment firm · authorised 29 July 1991Current
  • Gow Capital Advisors, Empresa de Investimento, Lda.Investment firm · authorised 27 May 2010Current
  • Grow Advisory - Empresa de Investimento, S.A.Investment firm · authorised 25 September 2013Current
  • Haitong Bank, SAInvestment firm · authorised 29 July 1991Current
  • Hawkclaw Capital Advisors - Empresa de Investimento, S.A.Investment firm · authorised 12 March 2015Current
  • Heed Capital SGOIC, S.A.Investment firm · authorised 6 October 2003Current
  • Heed Capital SGOIC, S.A.UCITS management company · authorised 18 January 2007Current
  • Heed Capital SGOIC, S.A.AIFM · authorised 9 June 2020Current
  • IBCO - Empresa de Investimento, S.AInvestment firm · authorised 1 July 1999Current
  • Iberis Semper - Sociedade de Capital de Risco, S.A.EVC · authorised 8 February 2018Current
  • ICD Europa - Empresa de Investimento, S.A.Investment firm · authorised 8 November 2022Current
  • IM Gestão de Ativos - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.UCITS management company · authorised 29 July 1991Current
  • IM Gestão de Ativos - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.AIFM · authorised 12 June 2019Current
  • Imofundos - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.AIFM · authorised 25 June 2020Current
  • Imopólis - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.AIFM · authorised 4 June 2020Current
  • Imorendimento - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.AIFM · authorised 19 February 2019Current
  • Institutional CN (Europe) - Empresa de Investimento, S.A.Investment firm · authorised 12 June 2023Current
  • Insula Capital - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.AIFM · authorised 29 October 2020Current
  • Interfundos - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.AIFM · authorised 14 May 2020Current
  • Invest Gestão de Activos - Sociedade Gestora de Organismos de Investimento Colectivo, S.A.UCITS management company · authorised 26 November 1998Current
  • Invest Gestão de Activos - Sociedade Gestora de Organismos de Investimento Colectivo, S.A.AIFM · authorised 17 September 2020Current
  • InvestQuest - Sociedade Gestora de Patrimónios, SAInvestment firm · authorised 28 November 2002Current
  • ITAÚ BBA Europe, S.A.Investment firm · authorised 8 January 2020Current
  • ITAÚ BBA EUROPE, S.A. - LUXEMBOURG BRANCHInvestment firm · branch · withdrawn 1 June 2026Withdrawn
  • KLP Gestão de Ativos, SGOIC, S.A.AIFM · authorised 14 November 2025Current
  • KNG Securities International - Empresa de Investimento, S.A.Investment firm · authorised 30 July 2021Current
  • KPX Consultoria de Investimento, Unipessoal LdaInvestment firm · authorised 29 July 2019Current
  • Lagasca Asset Management - SGOIC, S.A.AIFM · authorised 20 March 2024Current
  • Legatum Gest, Sociedade Gestora de Organismos de Investimento Coletivo, S.A.AIFM · authorised 29 October 2020Current
  • Libertas - SGOIC, S.A.AIFM · authorised 25 June 2020Current
  • LMcapital Wealth Management - Empresa de Investimento, S.A.Investment firm · authorised 12 April 2018Current
  • Lynceus Partners Europe - Empresa de Investimento, S.A.Investment firm · authorised 20 March 2025Current
  • LYNX Asset Managers - SGOIC, S.A.UCITS management company · authorised 17 September 2008Current
  • LYNX Asset Managers - SGOIC, S.A.AIFM · authorised 18 February 2021Current
  • MM Private - Empresa de Investimento S.A.Investment firm · authorised 7 October 2009Current
  • Montepio Gestão de Activos - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.Investment firm · authorised 22 July 2004Current
  • Montepio Gestão de Activos - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.UCITS management company · authorised 6 February 1992Current
  • MONTEPIO INVESTIMENTO S.A.Investment firm · authorised 23 August 2001Current
  • Montepio Valor - SGOIC, S.A.AIFM · withdrawn 15 December 2022Withdrawn
  • Nativa Capital - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.AIFM · withdrawn 27 August 2023Withdrawn
  • Nexa SGOIC, S.A.AIFM · authorised 14 August 2024Current
  • Norfin - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.AIFM · authorised 13 September 2018Current
  • Novo Banco dos Açores, SAInvestment firm · authorised 1 July 2002Current
  • NOVO BANCO S.A., SUCCURSALE DE LUXEMBOURGInvestment firm · branch · authorised 4 August 2014Current
  • Novo Banco, S.A.Investment firm · authorised 26 September 2014Current
  • OMIP - Pólo Português, S.G.M.R., SARegulated market · authorised 27 June 2006Current
  • Optimize Investment Partners - Sociedade Gestora de Fundos de Investimento Mobiliário, SAInvestment firm · authorised 3 September 2008Current
  • Optimize Investment Partners - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.AIFM · authorised 2 August 2018Current
  • Optimize Investment Partners - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.UCITS management company · authorised 3 September 2008Current
  • Oxy Capital - SGOIC, S.A.AIFM · authorised 21 September 2016Current
  • OXY CAPITAL - SGOIC, S.A.AIFM · branch · authorised 27 September 2021Current
  • Partners2U SCI - Empresa de Investimento, Lda.Investment firm · authorised 7 October 2010Current
  • PICF, SGOIC, S.A.AIFM · authorised 10 March 2023Current
  • Plural Markets- Empresa de Investimento, S.A.Investment firm · authorised 12 September 2002Current
  • Power Parity S.A.European Crowdfunding Service Provider · authorised 25 January 2024Current
  • PPSA (EUROPE) Investment Consulting - Empresa de Investimento, S.A.Investment firm · authorised 17 March 2017Current
  • Predipalma - SIC Imobiliária Fechada, S.A.AIFM · authorised 16 March 2023Current
  • Premium Catara Capital - Empresa de Investimento , S.A.Investment firm · authorised 14 September 2021Current
  • Profile - Sociedade Gestora de Organismos de Investimento Colectivo, S.A.AIFM · authorised 12 December 2019Current
  • Profile - Sociedade Gestora de Organismos de Investimento Colectivo, SAUCITS management company · authorised 7 November 1991Current
  • Quantum- Sociedade de Consultoria para Investimento, S.AInvestment firm · authorised 19 February 2015Current
  • Querido Investi S.A.European Crowdfunding Service Provider · authorised 15 February 2024Current
  • RAIZECROWD - SERVIÇOS DE INFORMAÇÃO E TECNOLOGIA, SOCIEDADE UNIPESSOAL LDAEuropean Crowdfunding Service Provider · authorised 8 February 2024Current
  • Refundos - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.AIFM · authorised 27 November 2019Current
  • Renevo Capital Europe - Empresa Investimento Unipessoal, Lda.Investment firm · authorised 4 May 2021Current
  • Rimon Investments - SGOIC, S.A.AIFM · authorised 28 July 2022Current
  • Rockmark Asset Management, SGOIC, S.A.AIFM · authorised 29 January 2024Current
  • Santander Asset Management - SGOIC, S.A.AIFM · authorised 19 July 2017Current
  • Santander Asset Management - SGOIC, S.A.UCITS management company · authorised 29 July 1991Current
  • Santander Asset Management - Sociedade Gestora Fundos Investimento Mobiliário, SAInvestment firm · authorised 17 December 2004Current
  • Sierra IG, SGOIC,S.A.AIFM · authorised 1 October 2021Current
  • Sierragest - Gestão de Fundos, SGOIC, S.A.AIFM · authorised 12 March 2019Current
  • SILAR - Sociedade de Investimento Coletivo Fechado do Tipo Alternativo Imobiliário, SAAIFM · authorised 23 November 2018Current
  • Silvip - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.AIFM · authorised 9 June 2020Current
  • Sixty Degrees - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.UCITS management company · authorised 7 August 2019Current
  • Sixty Degrees - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.AIFM · authorised 7 August 2019Current
  • Southcap- SGOIC, S.A.AIFM · authorised 19 May 2022Current
  • SPX Portugal, SGOIC, S.A.AIFM · authorised 30 March 2023Current
  • Square Asset Management - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.AIFM · authorised 26 February 2020Current
  • Statusdesafio Capital - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.AIFM · authorised 19 July 2018Current
  • Threadmark - Empresa de Investimento, S.A.Investment firm · authorised 28 March 2024Current
  • Today For Tomorrow - SGOIC, S.A.Investment firm · authorised 24 January 2024Current
  • Today For Tomorrow - SGOIC, S.A.AIFM · authorised 24 January 2024Current
  • Trade Nation Europe - Empresa de Investimento , S.A.Investment firm · authorised 15 April 2026Current
  • Valadim Investimentos - SIC Imobiliária Fechada, SAAIFM · authorised 29 July 2021Current
  • Vila Galé Gest - SGOIC, S.A.AIFM · authorised 8 March 2018Current
  • Violas Ferreira - SIC Imobiliária Fechada, S.A.AIFM · authorised 11 February 2019Current
  • XBorder Partners Wealth - Empresa de Investimento, S.A.Investment firm · authorised 5 February 2026Current

What “Home Member State” Means Here

It is the state whose authority granted the authorisation — not necessarily the only place the firm operates. A firm authorised in one member state may serve clients in others, and the register separately records branches with a host state. Entries marked branch on this page are branch entries rather than head offices.

So a firm being absent from your own country’s page does not mean it cannot lawfully deal with you, and its being present does not mean it may do everything. The register overview explains what the permissions are and what falls outside them.

Other Member States

Germany 2,840 · France 1,633 · Luxembourg 1,237 · Spain 1,146 · Italy 771 · Netherlands 670 · Austria 667 · Poland 625 · Ireland 588 · Sweden 458 · Cyprus 430 · Denmark 366 · Finland 339 · Norway 298 · Malta 233 · Hungary 213 · Liechtenstein 172 · Czechia 155 · Belgium 151 · Bulgaria 135 · Greece 121 · Romania 100 · Slovakia 74 · Iceland 69 · Croatia 66 · Lithuania 66 · Latvia 48 · Estonia 36 · Slovenia 26 · United Kingdom 1

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