Portfel - About the company
Portfel is an unfunded company based in Barueri (Brazil), founded in 2019. It operates as a Provider of financial consultation services, including investment portfolio and financial planning. Portfel has not raised any funding yet. The company has 33 active competitors, including 2 funded and 3 that have exited. Its top competitors include companies like GE Capital, Perfin and Lanx Capital.
Company Details
Provider of financial consultation services, including investment portfolio and financial planning. The company offers personalized investment strategies based on client objectives and risk tolerance. It combines domestic and international assets to build balanced, long-term strategies. The company structures financial plans to organize finances and define short and long-term goals. It also provides insurance options to protect assets.
Key Metrics
Founded Year
2019
Location
Barueri, Brazil
Stage
Unfunded
Ranked
26th among 33 active competitors
Employee Count
651 as on Aug 31, 2026
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Portfel's funding and investors
Portfel has not raised any funding rounds yet.
Portfel's founders and board of directors
Founder? Claim ProfilePortfel's employee count trend
Portfel has 651 employees as of Aug 26. Here is Portfel's employee count trend over the years:
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Portfel's Competitors and alternates
Top competitors of Portfel include GE Capital, Perfin and Lanx Capital. Here is the list of Top 10 competitors of Portfel, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | GE Capital 1932, Norwalk (United States), Public | Provides commercial aircraft leasing and lending services | - | 61/100 | |
2nd | Wealth management firm | - | 36/100 | ||
3rd | Lanx Capital 2003, Sao Paulo (Brazil), Unfunded | Private equity and venture capital investment fund | - | - | 34/100 |
4th | eCIO 2019, Madison (United States), Seed | Provider of outsourced investment advisory services for nonprofit organizations and foundations | $2.2M | - | 34/100 |
5th | Absoluto Partners 2019, Rio De Janeiro (Brazil), Unfunded | Provider of wealth management services | - | - | 28/100 |
6th | Provider of wealth management services with a focus on family offices. | - | - | 26/100 | |
7th | Wealth management firm | - | 25/100 | ||
8th | Lakewood Investment Management 2015, Sao Paulo (Brazil), Unfunded | Provider of wealth management services | - | - | 25/100 |
9th | Platform to digitize and verify agricultural assets for management and financing | - | 22/100 | ||
10th | Provider of wealth management services for multi families | - | - | 21/100 | |
26th | Provider of financial consultation services, including investment portfolio and financial planning | - | - | 23/100 |
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Portfel's Investments and acquisitions
Portfel has made no investments or acquisitions yet.
Reports related to Portfel
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