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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
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

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Portfel's employee count trend

Portfel has 651 employees as of Aug 26. Here is Portfel's employee count trend over the years:
Employee count trend for Portfel
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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:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for GE Capital
GE Capital
1932, Norwalk (United States), Public
Provides commercial aircraft leasing and lending services
-
61/100
2nd
Logo for Perfin
Perfin
2007, Sao Paulo (Brazil), Seed
Wealth management firm
-
36/100
3rd
Logo for Lanx Capital
Lanx Capital
2003, Sao Paulo (Brazil), Unfunded
Private equity and venture capital investment fund
-
-
34/100
4th
Logo for eCIO
eCIO
2019, Madison (United States), Seed
Provider of outsourced investment advisory services for nonprofit organizations and foundations
$2.2M
-
34/100
5th
Logo for Absoluto Partners
Absoluto Partners
2019, Rio De Janeiro (Brazil), Unfunded
Provider of wealth management services
-
-
28/100
6th
Logo for Oikos
Oikos
2020, Sao Paulo (Brazil), Unfunded
Provider of wealth management services with a focus on family offices.
-
-
26/100
7th
Logo for GPS
GPS
2011, Sao Paulo (Brazil), Acquired
Wealth management firm
-
25/100
8th
Logo for Lakewood Investment Management
Lakewood Investment Management
2015, Sao Paulo (Brazil), Unfunded
Provider of wealth management services
-
-
25/100
9th
Logo for SiloReal
SiloReal
2023, Cuiaba (Brazil), Funding Raised
Platform to digitize and verify agricultural assets for management and financing
-
22/100
10th
Logo for Capital
Capital
2018, Rio de Janeiro (Brazil), Unfunded
Provider of wealth management services for multi families
-
-
21/100
26th
Logo for Portfel
Portfel
2019, Barueri (Brazil), Unfunded
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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FAQs about Portfel

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