Financial advisors in Lisbon that AI assistants recommend
We asked ChatGPT, Claude and Gemini the four questions a buyer asks when looking for financial advisors in Lisbon, three times each, in Portuguese, and counted who they named. These are the businesses named in two or more of the 36 answers.
Names are printed as the assistants wrote them. We have not checked that any of them is good, open, or real.
- Answers
- 36
- Businesses named
- 21
- Named only once
- 8
- Named by 2+ assistants
- 8 of 13
- Named again on a rerun
- 65%
Edition September 2026. Download the data
Asked for financial advisors in Lisbon, ChatGPT, Claude and Gemini most often named Optimize Investment Partners (47% of answers), Banco Invest (44%) and Banco Carregosa (42%). Across 36 answers they named 21 different businesses, 8 of them only once. Each of four buyer questions was asked three times, in Portuguese, in September 2026.
The ranking
The AI Recommendation Rate is the fraction of the 36 answers that named a business. The range under it is a 95% confidence interval: where two ranges overlap, the gap between those businesses could be chance.
| # | Business | AI Recommendation Rate | ChatGPT | Claude | Gemini | Questions | Avg. position |
|---|---|---|---|---|---|---|---|
| 1 | Optimize Investment PartnersAlso written Optimize InvestimentosIs this your business? | 95%: 32 to 63% | 42% | 17% | 83% | 4 of 4 | 2 |
| 2 | Banco InvestIs this your business? | 95%: 30 to 60% | 50% | 0% | 83% | 4 of 4 | 3 |
| 3 | Banco CarregosaIs this your business? | 95%: 27 to 58% | 33% | 0% | 92% | 4 of 4 | 1.7 |
| 4 | BiGAlso written BiG - Consultoria FinanceiraIs this your business? | 95%: 18 to 47% | 0% | 0% | 92% | 4 of 4 | 3.1 |
| 5 | Banco BestAlso written Best BankIs this your business? | 95%: 6 to 29% | 8% | 0% | 33% | 3 of 4 | 4.6 |
| 6 | Doutor FinançasIs this your business? | 95%: 4 to 25% | 33% | 0% | 0% | 2 of 4 | 1 |
| 7 | BPI Private BankingAlso written CaixaBank/BPI Private BankingIs this your business? | 95%: 4 to 25% | 17% | 17% | 0% | 1 of 4 | 2.3 |
| 8 | Santander Private BankingIs this your business? | 95%: 4 to 25% | 0% | 17% | 17% | 1 of 4 | 3.5 |
| 9 | BPI Gestão de AtivosIs this your business? | 95%: 3 to 22% | 0% | 0% | 25% | 1 of 4 | 3.3 |
| 10 | GNB Gestão de AtivosIs this your business? | 95%: 3 to 22% | 0% | 17% | 8% | 2 of 4 | 6.3 |
| 11 | Millennium bcp Private BankingIs this your business? | 95%: 2 to 18% | 0% | 17% | 0% | 1 of 4 | 1.5 |
| 12 | Casa de InvestimentosIs this your business? | 95%: 2 to 18% | 17% | 0% | 0% | 2 of 4 | 3 |
| 13 | novobanco Private BankingAlso written Novo Banco Wealth Management, Novobanco Private BankingIs this your business? | 95%: 2 to 18% | 0% | 8% | 8% | 1 of 4 | 5 |
Each assistant column is the share of that assistant's own answers. Questions counts how many of the four produced the name at least once; position is where it came in the answer's list, 1 being first. 8 more names came up in a single answer and are counted above but not listed.
Is this your business?
See what the assistants say about your business today. The free checker asks ChatGPT, Claude, Gemini and Grok two of the Index questions for this category, with the category and the place already filled in, and shows every answer word for word. About 30 seconds, no sign-up.
What each assistant said
The same questions, the same number of times, and often different names. Each column is one assistant's top five from the ranking above, with the share of its own answers that named them.
| # | ChatGPT | Claude | Gemini |
|---|---|---|---|
| 1 | Banco Invest50% | Optimize Investment Partners17% | Banco Carregosa92% |
| 2 | Optimize Investment Partners42% | BPI Private Banking17% | BiG92% |
| 3 | Banco Carregosa33% | Santander Private Banking17% | Optimize Investment Partners83% |
| 4 | Doutor Finanças33% | GNB Gestão de Ativos17% | Banco Invest83% |
| 5 | BPI Private Banking17% | Millennium bcp Private Banking17% | Banco Best33% |
ChatGPT named no business in 3 of its 12 answers. Claude named no business in 10 of its 12 answers.
Named here? Put it on your site
Every business in the ranking was named in two or more answers. The badge says that and nothing more: no position, because the ranges above do not support one. It links back to this page, so anyone can check.
<a href="https://aigrow.gg/index/financial-advisors/lisbon"><img src="https://aigrow.gg/badges/index/2026-09/financial-advisors/lisbon.svg" width="312" height="100" alt="Named by AI assistants: Financial advisors in Lisbon, AIGROW AI Visibility Index, September 2026"></a>The questions
Asked word for word, three times each, to every assistant, in Portuguese. The English under each is our translation. The prompt is the one the free scan uses. No web search, no location and no chat history, so every answer starts from the same place.
- 1Quem é o melhor consultor financeiro em Lisboa?Who is the best financial advisor in Lisbon?
- 2Quero ajuda a planear a minha reforma em Lisboa. Que consultor financeiro me recomendas?I want help planning my retirement in Lisbon. Which financial advisor would you recommend?
- 3Que consultor financeiro que cobra apenas honorários me recomendas em Lisboa?Which fee-only financial advisor in Lisbon would you recommend?
- 4Que empresa de gestão de património em Lisboa me recomendas para uma família?Which wealth management firm in Lisbon would you recommend for a family?
How to read this page
- What it measures
- Which names these models produce when asked cold, from what they learned in training. It is not a review, a rating or our recommendation, and a business missing here may simply be one the models were never shown.
- Why the ranges matter
- 36 answers is a sample. Asked again next month, most shares will move by a few points; the ranges say how far they could move by chance alone.
- One business, several spellings
- Branches, legal suffixes and spellings of one business are merged, and the other spellings are printed under its name. Names that might be two businesses are kept apart.
- A name is wrong
- If a business here is closed, misnamed or yours and you want it removed, tell us. We correct or remove it when the page is next published.
Elsewhere in the Index
- Financial advisors elsewhere
- PortoBelo HorizonteRio de JaneiroSão PauloAarhusAmsterdam
Is your business on this list?
The free scan asks the same assistants the questions your customers ask, scores whether they name you, and lists who they name instead.
Edition September 2026 · published by Guglielmo Paesano, founder of AIGROW · data under CC BY 4.0