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Moneris
Moneris is positioned as Portugal's largest national accounting and management support group, according to its website.
Moneris
Moneris is positioned as Portugal's largest national accounting and management support group, according to its website. The firm provides tax, compliance, and consulting services from its headquarters in Lisbon. Its stated strategy is centered on digital transformation and innovation, aiming to support clients across Portugal. The firm's service offerings span accounting, tax advisory, management consulting, and technology services. It operates a proprietary Moneris APP that includes features such as tax payment, fiscal alerts, document consultation, and a salary simulator. The firm also publishes a podcast and news alerts on incentives and support. Its team includes accountants, tax specialists, management consultants, and IT consultants. Moneris maintains a single known office at Avenida da República in Lisbon. The firm lists dedicated contacts for compliance, data protection, marketing, human resources, quality, treasury, and legal departments. The website does not disclose team size, total clients, or assets under management. The firm's structural differentiator is its integration of accounting, tax, and management consulting with proprietary technology — a model uncommon among traditional accounting groups in Portugal. Its self-description as a "maior grupo nacional de contabilidade e apoio à gestão" positions it as a market leader in this niche. Succession and ownership details are not publicly available.
General information
Firm type
Family Office
Year founded
—
AUM
Undisclosed
Location
Region
Europe
Country
Portugal
City
Lisbon
Corporate office
Lisbon, Portugal
Frequently asked questions
What services does Moneris offer?
Moneris provides accounting, tax advisory, management consulting, and IT consulting services. It also offers a proprietary app for tax payments, fiscal alerts, document consultation, and salary simulation. The firm publishes a podcast and news alerts on government incentives and support programs.
Where is Moneris headquartered?
Moneris's headquarters is located at Avenida da República, n.º 35, 4º andar, 1050-186 Lisbon, Portugal. The firm does not disclose additional office locations.
Is Moneris a single family office or a professional services firm?
Moneris describes itself as the largest national accounting and management support group in Portugal. Its website presents it as a professional services firm rather than a traditional family office, though its ownership structure is not disclosed.
Does Moneris invest directly in companies?
Moneris does not publicly disclose any direct investment activity. Its stated focus is on accounting, tax, and management consulting rather than capital deployment. No portfolio companies or deals are listed.
How does Moneris use technology?
Moneris has pursued a digital transformation strategy and offers a proprietary mobile app with features including tax payment, fiscal alerts, document consultation, and a salary simulator. The firm's technology team integrates economic and financial knowledge with IT capabilities.
What is the size of Moneris's team?
The firm's website does not disclose the number of professionals. It lists dedicated contacts for compliance, data protection, marketing, human resources, quality, treasury, and legal departments, suggesting a structured organization.
Does Moneris have a compliance or regulatory function?
Yes, Moneris lists a Compliance Officer responsible for risk and compliance, as well as a Data Protection Officer (DPO). It also maintains separate contacts for legal, quality, and treasury functions, indicating formal governance structures.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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