Company lists · Data refreshed August 2026

Top 25 Administrative support for investment firms based in Sao Paulo, Brazil

RevenueBase identified 53 administrative support for investment firms headquartered in Sao Paulo, Brazil as of August 2026 and tracks 931 professional contacts across them, including 281 with verified work emails and 36 with mobile numbers. Sao Paulo is the largest hub.

This list covers administrative support for investment firms headquartered in Sao Paulo, Brazil, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed August 30, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase Smart Search rating on every row Refreshed Aug 30, 2026 86% judged on-target in blind review
53Companies
931Contacts tracked
281Verified emails
36Mobile numbers
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The 25 largest administrative support for investment firms based in Sao Paulo, Brazil

Ranked by team size
Top 25 of 53 administrative support for investment firms based in Sao Paulo, Brazil, ranked by team size, largest first. Data refreshed Aug 30, 2026. RevenueBase Smart Search rates how each company's information relates to administrative support for investment firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSao Paulo, Brazil201-500264 contacts →

Indirect evidence

“A Lifetime Investimentos atua no mercado financeiro desde 2011.”

Source: RevenueBase Database · checked Aug 30, 2026
2Indirect evidenceSao Paulo, Brazil51-20099 contacts →

Indirect evidence

“A Monteverde é uma empresa de Assessoria de Investimentos credenciada à XP Investimentos, uma das maiores instituições financeiras do Brasil, que conta com a experiência de quem…”

Source: RevenueBase Database · checked Aug 30, 2026
3Indirect evidenceSao Paulo, Brazil51-20076 contacts →

Indirect evidence

“A melhor opção para você investir no mercado financeiro com o apoio de uma empresa do Grupo Bradesco, que conta com mais de 50 anos de experiência e credibilidade no mercado.”

Source: RevenueBase Database · checked Aug 30, 2026
4Indirect evidenceSao Paulo, Brazil51-20066 contacts →

Indirect evidence

“A Sefer Investimentos é uma Instituição Financeira com sede na cidade de São Paulo, autorizada e supervisionada pelo Banco Central do Brasil e pela Comissão de Valores Mobiliários.”

Source: RevenueBase Database · checked Aug 30, 2026
5Indirect evidenceSao Paulo, Brazil51-20050 contacts →

Indirect evidence

“iHUB é um escritório de agentes autônomos de investimentos especializado em renda variável, com a missão de auxiliar nossos clientes a investir de maneira mais inteligente para…”

Source: RevenueBase Database · checked Aug 30, 2026
6Indirect evidenceSao Paulo, Brazil11-5050 contacts →

Indirect evidence

“Somos um escritório de investimentos credenciado a XP Investimentos.”

Source: RevenueBase Database · checked Aug 30, 2026
7Indirect evidenceSao Paulo, Brazil51-20046 contacts →

Indirect evidence

“A Agnus Investimentos é um escritório de Agente Autônomo de Investimento credenciado à XP Investimentos, focada em cliente do segmento alta renda, trazendo atendimento customizado…”

Source: RevenueBase Database · checked Aug 30, 2026
8Indirect evidenceSao Paulo, Brazil11-5030 contacts →

Indirect evidence

“A Ômega Invest é um escritório de investimentos afiliado a XP Investimentos.”

Source: RevenueBase Database · checked Aug 30, 2026
9Indirect evidenceSao Paulo, Brazil201-50022 contacts →

Indirect evidence

“Com mais de 50 anos no Mercado Financeiro, a Singulare é uma das mais experientes e respeitadas Corretoras de Valores do Brasil.”

Source: RevenueBase Database · checked Aug 30, 2026
10Indirect evidenceSao Paulo, Brazil11-5019 contacts →

Indirect evidence

“UMA EXPERIÊNCIA ÚNICA EM UM SÓ LUGAR.”

Source: RevenueBase Database · checked Aug 30, 2026
11Indirect evidenceSao Paulo, Braziln/a18 contacts →

Indirect evidence

“Os assessores de investimento são pessoas físicas que atuam como prepostos dos integrantes do sistema de distribuição de valores mobiliários, especialmente as corretoras, e são…”

Source: RevenueBase Database · checked Aug 30, 2026
12Indirect evidenceSao Paulo, Brazil11-5017 contacts →

Indirect evidence

“A Tauari Investimentos é uma empresa de agentes autônomos de investimento, credenciada pela XP Investimentos CCTVM, registrada na CVM, na forma da Instrução Normativa 497/11.”

Source: RevenueBase Database · checked Aug 30, 2026
13Indirect evidenceSao Paulo, Brazil11-5017 contacts →

Indirect evidence

“Escritório e AAI credenciado à XP Investimentos M2M Investimentos: Excelência e Confiança em Assessoria Financeira A M2M Investimentos, assessoria de investimentos de alta…”

Source: RevenueBase Database · checked Aug 30, 2026
14Indirect evidenceSao Paulo, Brazil11-5015 contacts →

Indirect evidence

“A Nortus Investimentos foi criada em março de 2020 por um grupo de profissionais com larga experiência no mercado financeiro.”

Source: RevenueBase Database · checked Aug 30, 2026
15Indirect evidenceSao Paulo, Brazil1-1012 contacts →

Indirect evidence

“Somos uma empresa de Assessoria de Investimento, credenciada á XP Investimentos CCTVM S/A e devidamente registrada na Comissão de Valores mobiliários (CVM) Nossa função é orientar…”

Source: RevenueBase Database · checked Aug 30, 2026
16Indirect evidenceSao Paulo, Brazil11-5012 contacts →

Indirect evidence

“Uma empresa autorizada pela CVM (Comissão de Valores Mobiliários), cuja atividade é regulamentada pela Instrução 497/11,(Agente Autônomo de Investimentos).”

Source: RevenueBase Database · checked Aug 30, 2026
17Indirect evidenceSao Paulo, Brazil11-508 contacts →

Indirect evidence

“A Alcance Investimentos é uma empresa de assessores de investimentos credenciada à XP Investimentos.”

Source: RevenueBase Database · checked Aug 30, 2026
18Indirect evidenceSao Paulo, Brazil11-508 contacts →

Indirect evidence

“A i9Advisory fundada em 2015 é uma consultoria de investimentos independente e credenciada na CVM.”

Source: RevenueBase Database · checked Aug 30, 2026
19Indirect evidenceSao Paulo, Brazil1-106 contacts →

Indirect evidence

“Assessoria de investimentos private, vinculada ao BTG Pactual.”

Source: RevenueBase Database · checked Aug 30, 2026
20Indirect evidenceSao Paulo, Brazil1-106 contacts →

Indirect evidence

“A Estrutural Investimentos é uma Assessoria de Investimentos credenciada ao Safra Invest, que oferece soluções 360º no assessoramento financeiro às pessoas físicas e jurídicas.”

Source: RevenueBase Database · checked Aug 30, 2026
21Indirect evidenceSao Paulo, Brazil11-505 contacts →

Indirect evidence

“Acreditamos que com conhecimento, transparência e confiança podemos auxiliar nossos clientes a tomarem melhores decisões e alcançar uma vida financeira com mais qualidade.”

Source: RevenueBase Database · checked Aug 30, 2026
22Indirect evidenceSao Paulo, Brazil1-105 contacts →

Indirect evidence

“Assessoria credenciada à @xpinvestimentos.”

Source: RevenueBase Database · checked Aug 30, 2026
23Indirect evidenceSao Paulo, Brazil11-504 contacts →

Indirect evidence

“A CRAVA Capital é um escritório vinculado a Genial Investimentos, temos a experiência e o conhecimento necessário para ajudar você investidor a transformar seus sonhos em…”

Source: RevenueBase Database · checked Aug 30, 2026
24Indirect evidenceSao Paulo, Brazil1-104 contacts →

Indirect evidence

“A LR Investimentos é uma empresa não financeira, qualificada e autorizada pela Comissão de Valores Mobiliários (CVM) para exercer a função de Agente Autônomo de Investimentos…”

Source: RevenueBase Database · checked Aug 30, 2026
25Partial evidenceSao Paulo, Brazil1-104 contacts →

Partial evidence

“Priority Capital is an Investment agent company that works along distribution of investments in general, with extensive action in the best investment funds of the market.”

Source: RevenueBase Database · checked Aug 30, 2026

Showing 25 of 53 administrative support for investment firms based in Sao Paulo, Brazil

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Administrative support for investment firms based in Sao Paulo, Brazil at a glance

As of Aug 30, 2026
30.2%Verified-email coverage
3.9%Mobile-number coverage
17.6Average contacts per company
11-50Median size (employees)
100.0%Largest-city concentration · Sao Paulo
Aug 30, 2026Page data refreshed

Companies by employee count

1-10
25
11-50
19
51-200
6
201-500
2
5,001-10,000
1

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among administrative support for investment firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Sao Paulo, Brazil whose own description of what they do matches “administrative support for investment firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names administrative support for investment firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among administrative support for investment firms, and records with no verified work email. Companies headquartered outside Sao Paulo are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 281 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on August 30, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Administrative support for investment firms by metro in Brazil

  • Administrative support for investment firms in Sao Paulo53

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names administrative support for investment firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many administrative support for investment firms are there based in Sao Paulo, Brazil?

RevenueBase identified 53 administrative support for investment firms headquartered in Sao Paulo, Brazil as of August 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Lifetime Investimentos, headquartered in Sao Paulo, tops this list with the largest team on record.

Which city has the most administrative support for investment firms?

Sao Paulo leads with 53 headquartered companies, followed by Rio De Janeiro (21) and Curitiba (7).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 281 verified decision-maker contacts tracked across these 53 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on August 30, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.