What PSO does

PSO - Serviços de Consultoria, Lda. (also trading as PSO Global and PSO Knowledge & Communication) is a Portuguese private limited company headquartered in Lisboa that has operated since approximately 2007–2008 as a boutique communication and consulting firm. Its core business is the conception, organization, and management of professional conferences and corporate events with a thematic focus on banking, finance, governance, ESG, digital transformation, insurtech, and regulatory topics. The firm curates branded forums that bring together international speakers (e.g., Olivier Blanchard, Brett King), Portuguese regulators (Banco de Portugal, ASF), and financial institutions, operating across Portugal and African Lusophone markets (Angola, Cabo Verde, Mozambique) with dedicated local contacts.

The company also offers ancillary advisory services — press and public relations, advertising, digital marketing, design, corporate meeting facilitation, and product launch events — that supplement the conference franchise. Pricing on at least some events is public and modest (€34–€92.25 per attendee), but the bulk of revenue is plausibly driven by institutional sponsorship packages and consulting retainers rather than individual registration fees, consistent with its B2B/enterprise go-to-market motion targeting banks, regulatory bodies, and corporate clients.

The business is founder-led by Paulo Soares de Oliveira (Founder, Owner, and Managing Director), with no disclosed external investors, M&A activity, or venture/PE backing. Operationally, PSO functions as a hybrid between a professional services consultancy and an event-management platform, leaning on strategic partnerships with KPMG, Portugal Fintech, Fintech House Lisboa, ASF, Unipartner, and NewNote for co-branded content, venues, and regulatory access. The firm has no proprietary technology stack, public API, mobile applications, or AI/ML products — its "product" is fundamentally knowledge convening and event execution in Lusophone markets.

Name

PSO

Legal name

PSO - Serviços de Consultoria, Lda.

Website

https://psoglobal.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

PSO is a Lisbon-based boutique communication and consulting firm that organizes professional conferences and corporate events for financial institutions, regulators, and corporate clients across Portugal and Lusophone Africa (Angola, Cabo Verde, Mozambique), supplemented by PR, digital marketing, and design advisory services.

Ownership category

akta.pro rank

Product category

Corporate Event Management and Communications Consulting

NAICS

Convention and Trade Show Organizers (56192), Public Relations Agencies (541820), Advertising, Public Relations, and Related Services (5418)

SIC

Services-Management Consulting Services (8742), Services-Advertising Agencies (7311)

akta.pro primary industry

Conferences & Conventions Operations Services (Registration, AV, Logistics) (MPAGAGAM)

akta.pro secondary industries

Executive Summits & Invitation-Only Forums (MPAGAGAK), Corporate Conferences & Sales Kickoffs (MPAGAGAC), Public Affairs & Government Relations (MPAAADAE)

Keywords

• Conference organization
• Corporate event management
• Public relations advisory
• Communications consulting
• Knowledge forums

Headquarters

HQ city

Lisboa

HQ country

Portugal

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. Conference and Event Organization: PSO generates revenue through organizing professional conferences and events for the financial sector, including registration fees, sponsorship partnerships, and event management services for corporate clients.
2. Advisory and Consulting Services: Provides press office, public relations advisory, and communication consulting services to corporate clients and financial institutions.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

PSO organizes and manages professional conferences, corporate events and knowledge-sharing forums focused on banking, finance, governance, ESG, digital transformation and technology, primarily serving financial institutions, regulators and corporate clients in Portugal and across Africa. The firm supplements this core with advisory services covering press office, public relations, advertising, digital marketing, design and corporate meeting facilitation.

Product overview

PSO - Serviços de Consultoria, Lda. is a Portuguese communication and consulting company that generates and distributes knowledge in Portugal and Africa. The company operates as a unified service offering centered around conference and event organization, supplemented by advisory services including press and public relations, digital marketing, design, advertising, and corporate meeting facilitation. PSO serves financial institutions, regulatory bodies, and corporate clients across multiple African countries and Portugal.

Differentiator

Problem solved

Functional benefit

Products and services

• Conferences and Events Organization Organization and management of professional conferences, forums and corporate events covering banking, finance, governance, ESG, digital transformation and technology, delivered to financial institutions, regulators and corporate clients in Portugal and Africa.
• Press and Public Relations Advisory Press office and public relations advisory services supporting corporate communications strategy, media relations and stakeholder engagement for corporate clients and financial institutions.
• Corporate Meetings and Product Launches Organization and facilitation of corporate meetings, business gatherings and corporate product launch events for client companies.
• Advertising Services Advertising services for corporate clients supporting brand campaigns tied to events and broader communications programs.
• Digital Marketing Services Digital marketing services for corporate clients, supporting campaign execution and audience engagement around events and communications programs.
• Design Services Professional design services for corporate communications, event branding and collateral.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eight partnerships are on record, tiered core and minor.

• KPMGcoreStrategic or Co-development PartnerPSO co-organizes conferences with KPMG, including the 'Corporate Challenges – Na era do ESG' events in Angola and the 9th Governance Forum Angola. KPMG contributes presentations and expertise on sustainability reporting and ESG implementation in the financial sector.
• NewNoteminorStrategic or Co-development PartnerPSO partnered with NewNote for the 'Outlook Sobre as Transações Bancárias em Portugal' event focused on fraud impact and instant payments.
• KPMG PortugalcoreStrategic or Co-development PartnerCollaboration between PSO and KPMG Portugal for the Green Shipping Challenges event, focusing on climate crisis and maritime sector transition to sustainability.
• Fintech House LisboacoreImplementation/ SI/ Consulting PartnerPSO utilizes Fintech House Lisboa as the primary venue partner for many of its financial and technology conferences, located at Praça da Alegria 22, 1250-217 Lisboa.
• Portugal FintechcoreStrategic or Co-development PartnerPSO collaborates with Portugal Fintech on multiple events including Insurtech Conference and Banktech-Fintech events, combining fintech expertise with professional event organization.
• UnipartnerminorStrategic or Co-development PartnerPartnership with Unipartner for Insurtech Conference focused on digital disruption in insurance, new distribution channels, and AI/IoT trends.
• ASF (Autoridade de Supervisão de Seguros e Fundos de Pensões)minorStrategic or Co-development PartnerRegulatory partnership for Insurtech Conference, bringing insurance supervision authority perspective to digital transformation discussions.
• ProtegeminorStrategic or Co-development PartnerPartnership with Protege for Insurtech Conference, contributing to discussions on insurance industry transformation.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• IQPC: Long-standing international conference producer focused on regulated industries including banking, fintech and insurance. Comparable to PSO's high-level executive summits featuring regulators and industry leaders.
• Terrapinn: Specialist B2B conference organizer with a strong portfolio in financial services, fintech, insurance and ESG events. Closely comparable to PSO in topic mix (banking, insurance, ESG) and event-led GTM, though operating globally rather than Lusophone-only.
• Fleming Events: European conference organizer specialized in banking, fintech and financial regulation events. Comparable to PSO in topic focus and senior-level delegate profile, with overlapping presence in European financial hubs.
• Money 20/20: Flagship global fintech conference series covering payments, banking and insurtech. Comparable to PSO in the fintech/insurtech topic segment of its portfolio (e.g., Insurtech Conference with Portugal Fintech).
• CloserStill Media: B2B events organizer with strong fintech, insurance and healthcare event franchises (e.g., The London Insurance Show, Fintech Connect). Comparable to PSO in vertical-specific event curation and sponsor-led monetization.
• Marcus Evans: Global events company producing high-level financial-services, banking and insurance conferences. Comparable to PSO's executive-level banking and governance forums featuring regulators and C-suite delegates.

Broad incumbents

• Informa: Global events and B2B media group operating large financial-services conference portfolios (e.g., FinTech, capital markets forums). Comparable to PSO as an organizer of institutional financial events, but at vastly greater scale and geographic reach.
• RX Global (Reed Exhibitions): One of the world's largest exhibition and conference organizers with broad industry coverage. Comparable to PSO in core business model of paid-for-events, though RX is far broader in scope and scale.

Regional players

• LIDE: Lusophone business leadership organization producing executive forums, conferences and networking events across Portugal and Brazil. Comparable to PSO in targeting senior executives across Lusophone markets with knowledge-sharing forums.
• Web Summit: Lisbon-headquartered global tech and business conference operator. Comparable to PSO as a Lisbon-based event organizer, but operating at massive scale and centered on tech rather than financial services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/psoglobal
• Facebookfacebook.com/psoglobal
• LinkedInlinkedin.com/company/pso-global/about/?viewAsMember=true

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PSO