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Orey Financial

Full company profile

uuid002q8db

Namestring
Orey Financial
Websiteurl
oreyfinancial.com
Company typeenum
Private
Founded yearint
2004
Short descriptiontext

Orey Financial is a Lisbon-based privately-held financial institution founded in 2004 with 51-100 employees, serving athletes with specialized financial services under CEO Duarte dOrey and Executive Director Tristão da Cunha.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
51–100
akta.pro rankint
HeadquartersLisboa, Portugal
HQ citystring
Lisboa
HQ countrystring
Portugal
HQ regionstring
Europe
Markets served

Serves global market

Keyword5 values
private banking services, wealth management, athlete financial services, financial advisory, asset management
Industry1 code
1Registered Investment Advisor (RIA) Wealth Management
CodeFSAEABAAPrimaryYes
Product category
Private Banking & Wealth Management
Social media profiles2 records
Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Orey Financial is a Lisbon-based Portuguese financial institution (founded 2004, 51–100 employees) that delivers financial services to clients and explicitly positions itself as supporting athletes. The specific product and service catalog (e.g., banking, advisory, investment products) is not publicly documented because the company website returned a Cloudflare SSL handshake error (525) and could not be crawled.

Differentiator
Functional benefit
Problem solved
Product and service1 record
1Financial services for athletes
CategoryPrivate Banking & Wealth Management
Description

Orey Financial states that it is a financial institution that supports athletes. Specific products, account types, advisory packages, or pricing tiers are not publicly disclosed because the company's website (oreyfinancial.com) was inaccessible at the time of research (Cloudflare SSL handshake error 525).

No data
Peers8 records
1Cerity Partners
TypeDirect peer
Description

Mid-sized private U.S. wealth advisory firm serving high-net-worth individuals, including sports and entertainment clients. Comparable scale band, fee-based advisory model, and athlete/entertainment client segment.

2Priority Financial Group
TypeDirect peer
Description

Mid-sized private wealth advisory firm serving high-net-worth individuals and athletes. Closely comparable in scale, private status, and boutique relationship-driven model.

3Goldman Sachs Sports Group
TypeBroad incumbent
Description

Investment bank and wealth manager with a specialized sports advisory practice serving athletes, leagues, and sports businesses. Comparable athlete-client focus and bespoke advisory model, though within a much larger institution.

4BMO Financial Group Athlete & Sports Services
TypeBroad incumbent
Description

Canadian bank with a dedicated athlete-services unit. Comparable niche positioning within a broader financial institution, offering banking and wealth services tailored to professional athletes.

5Morgan Stanley Global Sports & Entertainment Group
TypeBroad incumbent
Description

Global bulge-bracket wealth manager with a dedicated division serving professional athletes and entertainers. Directly comparable service offering (athlete-focused wealth advisory), though at vastly larger scale and broader portfolio.

6Henley & Company Wealth Advisors
TypeDirect peer
Description

Boutique wealth advisory firm focused on high-net-worth and ultra-high-net-worth clients, with athletes among its clientele. Closely comparable in boutique scale, client specialization, and personalized service model.

7Game Plan (athlete financial wellness platform)
TypeDirect peer
Description

Financial planning platform purpose-built for professional athletes — comparable end-client (athletes) and similar value proposition of integrated financial guidance, though delivered via a fintech/SaaS model rather than a traditional advisory firm.

8Merrill Lynch Athlete & Entertainment
TypeBroad incumbent
Description

Bank of America's wealth arm with a dedicated practice serving athletes and entertainers. Same athlete wealth-management niche, but operating at national U.S. scale with embedded banking products.

Market position
Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles2 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Orey Financial

Private Banking & Wealth Managementoreyfinancial.com

Orey Financial is a Lisbon-based privately-held financial institution founded in 2004 with 51-100 employees, serving athletes with specialized financial services under CEO Duarte dOrey and Executive Director Tristão da Cunha.

Orey Financial firmographics

Firmographics
Name
Orey Financial
Website
https://oreyfinancial.com
Company type
Private
Founded year
2004
Operating status
Operating
Headcount range
51–100 employees
Short description
Orey Financial is a Lisbon-based privately-held financial institution founded in 2004 with 51-100 employees, serving athletes with specialized financial services under CEO Duarte dOrey and Executive Director Tristão da Cunha.
Ownership category
akta.pro rank

Orey Financial industry classification

Industry
Product category
Private Banking & Wealth Management
akta.pro primary industry
Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

  • Private banking services
  • Wealth management
  • Athlete financial services
  • Financial advisory
  • Asset management

Where Orey Financial is headquartered

Location

Headquarters

HQ city
Lisboa
HQ country
Portugal
HQ region
Europe

Markets served

Orey Financial business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Orey Financial product offering

Product offering

Core offering

Orey Financial is a Lisbon-based Portuguese financial institution (founded 2004, 51–100 employees) that delivers financial services to clients and explicitly positions itself as supporting athletes. The specific product and service catalog (e.g., banking, advisory, investment products) is not publicly documented because the company website returned a Cloudflare SSL handshake error (525) and could not be crawled.

Differentiator

Problem solved

Functional benefit

Products and services

  • Financial services for athletes Orey Financial states that it is a financial institution that supports athletes. Specific products, account types, advisory packages, or pricing tiers are not publicly disclosed because the company's website (oreyfinancial.com) was inaccessible at the time of research (Cloudflare SSL handshake error 525).

Companies that use Orey Financial

Customer profile

Ideal customer profiles1 record

Orey Financial technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Orey Financial competitors and assessment

Company assessment

Direct peers

  • Cerity Partners: Mid-sized private U.S. wealth advisory firm serving high-net-worth individuals, including sports and entertainment clients. Comparable scale band, fee-based advisory model, and athlete/entertainment client segment.
  • Priority Financial Group: Mid-sized private wealth advisory firm serving high-net-worth individuals and athletes. Closely comparable in scale, private status, and boutique relationship-driven model.
  • Henley & Company Wealth Advisors: Boutique wealth advisory firm focused on high-net-worth and ultra-high-net-worth clients, with athletes among its clientele. Closely comparable in boutique scale, client specialization, and personalized service model.
  • Game Plan (athlete financial wellness platform): Financial planning platform purpose-built for professional athletes — comparable end-client (athletes) and similar value proposition of integrated financial guidance, though delivered via a fintech/SaaS model rather than a traditional advisory firm.

Broad incumbents

  • Goldman Sachs Sports Group: Investment bank and wealth manager with a specialized sports advisory practice serving athletes, leagues, and sports businesses. Comparable athlete-client focus and bespoke advisory model, though within a much larger institution.
  • BMO Financial Group Athlete & Sports Services: Canadian bank with a dedicated athlete-services unit. Comparable niche positioning within a broader financial institution, offering banking and wealth services tailored to professional athletes.
  • Morgan Stanley Global Sports & Entertainment Group: Global bulge-bracket wealth manager with a dedicated division serving professional athletes and entertainers. Directly comparable service offering (athlete-focused wealth advisory), though at vastly larger scale and broader portfolio.
  • Merrill Lynch Athlete & Entertainment: Bank of America's wealth arm with a dedicated practice serving athletes and entertainers. Same athlete wealth-management niche, but operating at national U.S. scale with embedded banking products.

Market position

Customer concentration

Orey Financial social profiles

Digital presence

Orey Financial financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Orey Financial leadership team

Management profile

Number of profiles

Profiles2 records

Orey Financial funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Orey Financial M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Orey Financial

What does Orey Financial do?

Orey Financial is a Lisbon-based Portuguese financial institution (founded 2004, 51–100 employees) that delivers financial services to clients and explicitly positions itself as supporting athletes. The specific product and service catalog (e.g., banking, advisory, investment products) is not publicly documented because the company website returned a Cloudflare SSL handshake error (525) and could not be crawled.

When was Orey Financial founded?

Orey Financial was founded in 2004. It employs 51 to 100 people.

Where is Orey Financial based?

Orey Financial is headquartered in Lisboa, Portugal, in the Europe region.

Who are Orey Financial's main competitors?

Direct peers on record are Cerity Partners, Priority Financial Group, Henley & Company Wealth Advisors and Game Plan (athlete financial wellness platform). Broad incumbents are Goldman Sachs Sports Group, BMO Financial Group Athlete & Sports Services, Morgan Stanley Global Sports & Entertainment Group and Merrill Lynch Athlete & Entertainment.

Does Orey Financial have an API?

No public API is recorded for Orey Financial.

What industry is Orey Financial in?

Orey Financial's product category is Private Banking & Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management.

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