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CGD Pensões SGFP SA (CGD Pensoes) is the pension fund management subsidiary of Caixa Gestao de Activos SGPS SA, itself a subsidiary of Caixa Geral de Depósitos SA in Portugal. The firm was founded in 1992 as Sociedade Gestora do Fundo de Pensões da Caixa Geral de Depósitos to manage the Caixa Geral de Depósitos pension fund. In 1994 they changed their name to Sociedade Gestora de Fundos de Pensões da Caixa Geral de Depósitos, SA. In 1996, they began to manage pension funds outside the CGD Group. In 2001, following the asset management restructuring at CGD, they changed their name to CGD Pensoes Sociedade Gestora de Fundos de Pensões SA. Based in Lisbon, CGD Pension offers individual and institutional clients the opportunity to finance retirement through open-ended or closed-ended pension funds.

IM Gestão de Ativos SGFI SA (IMGA) is the wholly-owned Portuguese fund management subsidiary of Corretaje e Informacion Monetaria y de Devisas SA in Spain.^ Established in 1989 as AF Investimentos-Fundos Imobiliários, SA, the firm changed their name to Millennium BCP Gestão de Fundos de Investimento SA in 2004 and became IM Gestão de Ativos SGFI SA in 2015. ^ IMGA is based in Lisbon and provides private and institutional clients with a range of mutual and real estate funds.

GNB Sociedade Gestora de Fundos de Investimento Mobiliário SA (GNB FIM) is the Lisbon-based subsidiary of ESAF Espirito Santo Activos Financeiros SGPS SA, ultimately owned by Banco Espirito Santo SA (XL: BES) in Portugal. Founded in 1987, the firm manages domestic funds for individual and institutional investors.

BPI Gestão de Activos SGOIC SA (BPI GA) is the Portuguese asset management subsidiary of Caixabank SA (BME: CABK) in Spain. Headquartered in Lisbon, BPI GA was founded in 1990 and provides fund management for high-net-worth individuals and institutional investors. They have an alliance with Goldman Sachs Asset Management (UK) and Banco Itaú (Brazil) to provide dealing services for their BPI Global and BPI Brasil funds. BPI GA is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).

Casa de Investimentos - Gestão de Patrimónios & FI - SGOIC, SA is a financial management company based in Braga, Portugal. and has subsidiaries in Portugal. Casa de Investimentos' main focus is to protect and enhance the financial assets of its clients. The Portuguese company's motto is "Investing in Value." The private company was founded in 2002. Emília Oliveira Vieira has been the CEO of the company since 2010.

Fidelidade Companhia de Seguros SA (Fidelidade) is the Portuguese insurance subsidiary of LongRun Portugal SGPS SA, ultimately held by Fosun International Holdings Ltd. in the Virgin Islands. Formerly known as Companhia de Seguros Fidelidade Mundial SA, the firm’s heritage date to 1808. In 2012 they merged with Imperio Bonança and changed their name to Fidelidade Companhia de Seguros SA. Fidelidade is headquartered in Lisbon and provides life and non-life insurance tofamilies and businesses in Portugal.

Bankinter Gestão de Ativos SA (Bankinter Gestao) is the Portugese asset management subsidiary of Bankinter SA (MP: BKT; ADR: BKNIY) in Spain. Founded in 1990, the firm was formerly known as Barclays Fundos SA. They are located in Lisbon and provide fund and portfolio management for private and institutional investors.

Banco de Investimento Global SA (Broker) (BiG-Broker) is the broker-dealer division of Banco de Investimento Global SA, a privately-held, specialized financial institution headquartered in Lisbon, Portugal. The firm was founded by Carlos Rodrigues in 1998. BiG-Broker provides brokerage services to private individual clients.

Caixa Geral de Depósitos SA engages in the provision of commercial banking services. The company offers savings, checking, and deposit accounts, personal and business loans, mortgages, credit card issuing, corporate financing, life insurance, and pension funds. It offers financial advisory, online stock broking, and portfolio management. The company was founded on April 10, 1876 and is headquartered in Lisbon, Portugal.

Haitong Bank SA (Broker) is the securities brokerage division of Portuguese Haitong Bank SA, ultimately held by Haitong Securities Co., Ltd. (SHA: 600837) in China. Formerly known as Banco Espirito Santo de Investimento SA (Broker), the firm is headquartered in Lisbon and offers brokerage services to corporate and institutional clients in its local and international markets.

InfoVista Corp. provides performance management software solutions for industries such as professional, educational and retailing. Its products include application aware SD-WAN, application performance, visibility and control, advanced network service assurance and customer SLA reporting, end-to-end mobile network performance management and customer-centric radio network planning and optimization. The company was founded in 1995 and is headquartered in Ashburn, VA.

Caixa Banco de Investimento SA (CBI) is the brokerage subsidiary of Caixa Geral de Depositos SA, which is ultimately held by the Government of Portugal. Headquartered in Lisbon, the firm provides equity research to financial markets. They use a fundamental analysis.

BPI Vida e Pensões Companhia de Seguros SA (BPI Vida e Pensões) is a pension fund management firm headquartered in Lisbon, Portugal. It is a subsidiary of VidaCaixa SAU de Seguros y Reaseguros, which is owned by CaixaBank SA (BME: CABK; OTCMKTS: CAIXY) in Spain. The firm was founded in in 1988 as Segurança na Reforma Sociedade Gestora de Fundos de Pensões SA. They became BPI Pensões Sociedade Gestora de Fundos de Pensões SA in 1991 and in 2011, BPI Pensões was acquired by BPI Vida Companhia de Seguros de Vida SA and became BPI Vida e Pensões Companhia de Seguros SA. Headquartered in Lisbon, BPI Vida e Pensões provides investment advice for pension funds.