Company lists · Data refreshed November 2026
Top 25 AI financial advisory services based in Brazil
RevenueBase identified 270 company matches for AI financial advisory services associated with Brazil as of November 2026 and tracks 4,109 professional contacts across them, including 838 with verified work emails. Sao Paulo is the largest hub.
This list covers company matches for AI financial advisory services associated with Brazil, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 25 largest AI financial advisory services based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 699 contacts → | ||||
Exact match “Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 269 contacts → | ||||
Exact match “Em 2006, iniciamos as atividades da XP Investimentos em São Paulo, ainda como Agente Autônomo de Investimentos, numa minúscula sala de 6m².” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 176 contacts → | ||||
Exact match “A EWZ Capital é um dos maiores escritórios de assessoria de investimentos do país, atuando como assessoria de investimentos credenciada ao BTG Pactual, na qualidade de assessoria…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 149 contacts → | ||||
Exact match “Assessoria de Investimentos Personalizada Escritório credenciado à XP Investimentos + 9 Bi sob assessoria + clientes Sedes: Salvador - São Paulo - Recife - Botucatu - Aracaju” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 54 contacts → | ||||
Exact match “O Grupo Fractal é um hub de soluções financeiras para você e o seu negócio.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 50 contacts → | ||||
Exact match “A Zenit é um escritório de assessoria credenciado à XP Investimentos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 50 contacts → | ||||
Exact match “Bem-vindo à Delta Investor, uma empresa digital de assessoria de investimentos dedicada a transformar a experiência de investir para melhorar a vida das pessoas.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 44 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 43 contacts → | ||||
Exact match “A VAROS se propõe a aperfeiçoar e facilitar o processo de decisão de investimento para pessoas comuns que desejam ter a tranquilidade de saber que o seu dinheiro está bem…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 43 contacts → | ||||
Exact match “Somos a InvestFlow Investimentos!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 37 contacts → | ||||
Exact match “Nosso propósito: criar conexões de confiança entre nossos clientes e seus objetivos de vida através do mercado financeiro.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 36 contacts → | ||||
Exact match “Founded in 2010, Laplace is an independent Financial Advisory and Asset Manager that brings together professionals recognized for their broad experience in successful transactions…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 35 contacts → | ||||
Exact match “PELO QUE TRABALHAMOS Ajudar as pessoas a atingirem seus objetivos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 32 contacts → | ||||
Exact match “A Auroque é uma empresa de investimentos credenciada à XP, com sede em Porto Alegre e filial em Gramado.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 32 contacts → | ||||
Exact match “A Minas Capital é um escritório de AAI credenciado a XP Investimentos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 32 contacts → | ||||
Exact match “A Eterna Capital é um escritório de agentes autônomos credenciado à XP Investimentos, com mais de 10 anos de experiência no mercado financeiro.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 29 contacts → | ||||
Exact match “Somos um Assessoria Referência em Alta Renda com soluções para PF e PJ.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 27 contacts → | ||||
Exact match “A Flap Capital nasce com o objetivo de auxiliar pessoas em manter a estabilidade e crescimento na sua vida patrimonial.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 26 contacts → | ||||
Exact match “Transformamos dados financeiros em inteligência acionável, capaz de revelar comportamentos, antecipar necessidades e ativar jornadas hiperpersonalizadas com AI, no momento mais…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 25 contacts → | ||||
Exact match “Há mais de 10 anos no mercado, a Forttu Investimentos é referência em assessoria de alta performance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 24 contacts → | ||||
Exact match “Atua com foco em fusões e aquisições e finanças corporativas, aliando estratégia e conhecimento na maximização de valor para seus clientes.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 23 contacts → | ||||
Exact match “Chicago Investiments is recognized as one of XP most promising investiment advisory offices and awarded in different categories of investments, insurance and financial solutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 23 contacts → | ||||
Exact match “Quais os principais diferenciais ao investir em um escritório de investimentos?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 22 contacts → | ||||
Exact match “Somos um escritório especializado em assessoria de investimentos, sediado no coração de Pernambuco, em Recife.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 21 contacts → | ||||
Exact match “Atuando no mercado financeiro desde 2005, no Guia da Bolsa temos como objetivo prestar o melhor serviço de assessoria de investimentos para nossos clientes, auxiliando-os em seus…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “AI financial advisory services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 270 AI financial advisory services based in Brazil
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AI financial advisory services based in Brazil at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Brazil, so it is reported there. Company counts and contact totals on this page are exact for Brazil, over 270 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Brazil whose business descriptions match “AI financial advisory services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 838 professional contacts with verified work emails across the full matched dataset. 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 November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
AI financial advisory services by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “AI financial advisory services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many AI financial advisory services are there based in Brazil?
RevenueBase identified 270 company matches for AI financial advisory services associated with Brazil as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Blue3 Investimentos tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most AI financial advisory services?
Sao Paulo leads with 95 company records, followed by Rio De Janeiro (23) and Belo Horizonte (10).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 838 professional contacts with verified work emails tracked across these 270 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 270 AI financial advisory services based in Brazil. Start with a free account, no credit card.
Download this list →Related lists
AI financial advisory services by geography
- AI financial advisory services based in Buenos Aires, Argentina
- AI financial advisory services based in Melbourne, Australia
- AI financial advisory services based in Sydney, Australia
- AI financial advisory services based in Sao Paulo, Brazil
- AI financial advisory services based in Montreal, Canada
- AI financial advisory services based in Toronto, Canada
- AI financial advisory services based in Paris, France
- AI financial advisory services based in Hong Kong, Hong Kong
- AI financial advisory services based in Ahmedabad, India
- AI financial advisory services based in Bangalore, India
- AI financial advisory services based in Chennai, India
- AI financial advisory services based in Delhi, India
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 SmartSearch, 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.
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Company intelligence · public preview
Top 25 AI financial advisory services based in Brazil
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 270 matching company records for AI financial advisory services based in Brazil, with 4,109 tracked contacts and 838 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 AI financial advisory services based in Brazil
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Blue3 Investimentosblue3investimentos.com.brHQ: Ribeirão Preto, BrazilReported employees: 501-1,000 | Ribeirão Preto, Brazil | 501-1,000 | Exact match | 699 contacts → |
“Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Alta Vista Investimentosaltavistainvest.com.brHQ: São Paulo, BrazilReported employees: 201-500 | São Paulo, Brazil | 201-500 | Exact match | 269 contacts → |
“Em 2006, iniciamos as atividades da XP Investimentos em São Paulo, ainda como Agente Autônomo de Investimentos, numa minúscula sala de 6m².” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  EWZ Capitalcapital.ewz.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 176 contacts → |
“A EWZ Capital é um dos maiores escritórios de assessoria de investimentos do país, atuando como assessoria de investimentos credenciada ao BTG Pactual, na qualidade de assessoria…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  ACT Investimentosactinvestimentos.com.brHQ: Salvador, BrazilReported employees: 51-200 | Salvador, Brazil | 51-200 | Exact match | 149 contacts → |
“Assessoria de Investimentos Personalizada Escritório credenciado à XP Investimentos + 9 Bi sob assessoria + clientes Sedes: Salvador - São Paulo - Recife - Botucatu - Aracaju” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Grupo Fractalfractalinvestimentos.com.brHQ: Divinópolis, BrazilReported employees: 51-200 | Divinópolis, Brazil | 51-200 | Exact match | 54 contacts → |
“O Grupo Fractal é um hub de soluções financeiras para você e o seu negócio.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Zenit Investzenitinvest.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 50 contacts → |
“A Zenit é um escritório de assessoria credenciado à XP Investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Delta Investor Assessoria DE Investimentosdeltainvestor.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 50 contacts → |
“Bem-vindo à Delta Investor, uma empresa digital de assessoria de investimentos dedicada a transformar a experiência de investir para melhorar a vida das pessoas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Ihub Investimentosihubinvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 44 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  VAROSvaros.com.brHQ: Niterói, BrazilReported employees: 11-50 | Niterói, Brazil | 11-50 | Exact match | 43 contacts → |
“A VAROS se propõe a aperfeiçoar e facilitar o processo de decisão de investimento para pessoas comuns que desejam ter a tranquilidade de saber que o seu dinheiro está bem…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Investflow Investimentosinvestflow.com.brHQ: Curitiba, BrazilReported employees: 51-200 | Curitiba, Brazil | 51-200 | Exact match | 43 contacts → |
“Somos a InvestFlow Investimentos!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  RD Investimentosrdinvestimentos.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 37 contacts → |
“Nosso propósito: criar conexões de confiança entre nossos clientes e seus objetivos de vida através do mercado financeiro.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Laplacelaplace.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 36 contacts → |
“Founded in 2010, Laplace is an independent Financial Advisory and Asset Manager that brings together professionals recognized for their broad experience in successful transactions…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Thera Investimentostherainvestimentos.com.brHQ: Ribeirão Preto, BrazilReported employees: 11-50 | Ribeirão Preto, Brazil | 11-50 | Exact match | 35 contacts → |
“PELO QUE TRABALHAMOS Ajudar as pessoas a atingirem seus objetivos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Auroque Investimentosauroqueinvestimentos.com.brHQ: Porto Alegre, BrazilReported employees: 11-50 | Porto Alegre, Brazil | 11-50 | Exact match | 32 contacts → |
“A Auroque é uma empresa de investimentos credenciada à XP, com sede em Porto Alegre e filial em Gramado.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Minas Capitalminascapital.com.brHQ: Uberlândia, BrazilReported employees: 11-50 | Uberlândia, Brazil | 11-50 | Exact match | 32 contacts → |
“A Minas Capital é um escritório de AAI credenciado a XP Investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Eterna Capitaleternacapital.com.brHQ: São Caetano Do Sul, BrazilReported employees: 11-50 | São Caetano Do Sul, Brazil | 11-50 | Exact match | 32 contacts → |
“A Eterna Capital é um escritório de agentes autônomos credenciado à XP Investimentos, com mais de 10 anos de experiência no mercado financeiro.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  FMB Investimentosfmbinvest.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 29 contacts → |
“Somos um Assessoria Referência em Alta Renda com soluções para PF e PJ.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Flap Capitalflapcapital.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 27 contacts → |
“A Flap Capital nasce com o objetivo de auxiliar pessoas em manter a estabilidade e crescimento na sua vida patrimonial.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Investplayinvestplay.com.brHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 26 contacts → |
“Transformamos dados financeiros em inteligência acionável, capaz de revelar comportamentos, antecipar necessidades e ativar jornadas hiperpersonalizadas com AI, no momento mais…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Forttu Investimentosforttu.com.brHQ: Vitória, BrazilReported employees: 11-50 | Vitória, Brazil | 11-50 | Exact match | 25 contacts → |
“Há mais de 10 anos no mercado, a Forttu Investimentos é referência em assessoria de alta performance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Stonecapitalstonecapital.com.brHQ: Caxias Do Sul, BrazilReported employees: 51-200 | Caxias Do Sul, Brazil | 51-200 | Exact match | 24 contacts → |
“Atua com foco em fusões e aquisições e finanças corporativas, aliando estratégia e conhecimento na maximização de valor para seus clientes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Chicago Investimentoschicagoinvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 23 contacts → |
“Chicago Investiments is recognized as one of XP most promising investiment advisory offices and awarded in different categories of investments, insurance and financial solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Fincare Investimentos Safra Investfincareinvestimentos.com.brHQ: Jundiaí, BrazilReported employees: 11-50 | Jundiaí, Brazil | 11-50 | Exact match | 23 contacts → |
“Quais os principais diferenciais ao investir em um escritório de investimentos?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Marco Zero Investimentosmarcozeroinvestimentos.com.brHQ: Recife, BrazilReported employees: 11-50 | Recife, Brazil | 11-50 | Exact match | 22 contacts → |
“Somos um escritório especializado em assessoria de investimentos, sediado no coração de Pernambuco, em Recife.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Guia DA Bolsaguiadabolsa.com.brHQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 21 contacts → |
“Atuando no mercado financeiro desde 2005, no Guia da Bolsa temos como objetivo prestar o melhor serviço de assessoria de investimentos para nossos clientes, auxiliando-os em seus…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 270 company matches
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AI financial advisory services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
269 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Brazil, so it is reported there. Company counts and contact totals on this page are exact for Brazil, over 270 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
AI financial advisory services by metro
Questions about this company list
What does Exact match mean for AI financial advisory services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many AI financial advisory services did RevenueBase find based in Brazil?
The saved snapshot records 270 matching company records, 4,109 tracked contacts and 838 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
AI financial advisory services by geography
- AI financial advisory services based in Buenos Aires, Argentina
- AI financial advisory services based in Melbourne, Australia
- AI financial advisory services based in Sydney, Australia
- AI financial advisory services based in Sao Paulo, Brazil
- AI financial advisory services based in Montreal, Canada
- AI financial advisory services based in Toronto, Canada
- AI financial advisory services based in Paris, France
- AI financial advisory services based in Hong Kong, Hong Kong
- AI financial advisory services based in Ahmedabad, India
- AI financial advisory services based in Bangalore, India
- AI financial advisory services based in Chennai, India
- AI financial advisory services based in Delhi, India
Cite this list
RevenueBase Data Team. Top 25 AI financial advisory services based in Brazil. Snapshot: November 6, 2026. https://revenuebase.ai/companies/ai-financial-advisory-services/brazil.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- AI financial advisory services based in Buenos Aires, Argentina
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Company intelligence · public preview
Top 25 AI financial advisory services based in Brazil
RevenueBase records 270 matching company records for AI financial advisory services based in Brazil, with 4,109 tracked contacts and 838 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 AI financial advisory services based in Brazil
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Blue3 Investimentosblue3investimentos.com.br HQ: Ribeirão Preto, BrazilReported employees: 501-1,000 | Ribeirão Preto, Brazil | 501-1,000 | Exact match | 699 contacts → |
“Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Alta Vista Investimentosaltavistainvest.com.br HQ: São Paulo, BrazilReported employees: 201-500 | São Paulo, Brazil | 201-500 | Exact match | 269 contacts → |
“Em 2006, iniciamos as atividades da XP Investimentos em São Paulo, ainda como Agente Autônomo de Investimentos, numa minúscula sala de 6m².” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | EWZ Capitalcapital.ewz.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 176 contacts → |
“A EWZ Capital é um dos maiores escritórios de assessoria de investimentos do país, atuando como assessoria de investimentos credenciada ao BTG Pactual, na qualidade de assessoria…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | ACT Investimentosactinvestimentos.com.br HQ: Salvador, BrazilReported employees: 51-200 | Salvador, Brazil | 51-200 | Exact match | 149 contacts → |
“Assessoria de Investimentos Personalizada Escritório credenciado à XP Investimentos + 9 Bi sob assessoria + clientes Sedes: Salvador - São Paulo - Recife - Botucatu - Aracaju” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Grupo Fractalfractalinvestimentos.com.br HQ: Divinópolis, BrazilReported employees: 51-200 | Divinópolis, Brazil | 51-200 | Exact match | 54 contacts → |
“O Grupo Fractal é um hub de soluções financeiras para você e o seu negócio.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Zenit Investzenitinvest.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 50 contacts → |
“A Zenit é um escritório de assessoria credenciado à XP Investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Delta Investor Assessoria DE Investimentosdeltainvestor.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 50 contacts → |
“Bem-vindo à Delta Investor, uma empresa digital de assessoria de investimentos dedicada a transformar a experiência de investir para melhorar a vida das pessoas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Ihub Investimentosihubinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 44 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | VAROSvaros.com.br HQ: Niterói, BrazilReported employees: 11-50 | Niterói, Brazil | 11-50 | Exact match | 43 contacts → |
“A VAROS se propõe a aperfeiçoar e facilitar o processo de decisão de investimento para pessoas comuns que desejam ter a tranquilidade de saber que o seu dinheiro está bem…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Investflow Investimentosinvestflow.com.br HQ: Curitiba, BrazilReported employees: 51-200 | Curitiba, Brazil | 51-200 | Exact match | 43 contacts → |
“Somos a InvestFlow Investimentos!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | RD Investimentosrdinvestimentos.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 37 contacts → |
“Nosso propósito: criar conexões de confiança entre nossos clientes e seus objetivos de vida através do mercado financeiro.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Laplacelaplace.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 36 contacts → |
“Founded in 2010, Laplace is an independent Financial Advisory and Asset Manager that brings together professionals recognized for their broad experience in successful transactions…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Thera Investimentostherainvestimentos.com.br HQ: Ribeirão Preto, BrazilReported employees: 11-50 | Ribeirão Preto, Brazil | 11-50 | Exact match | 35 contacts → |
“PELO QUE TRABALHAMOS Ajudar as pessoas a atingirem seus objetivos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Auroque Investimentosauroqueinvestimentos.com.br HQ: Porto Alegre, BrazilReported employees: 11-50 | Porto Alegre, Brazil | 11-50 | Exact match | 32 contacts → |
“A Auroque é uma empresa de investimentos credenciada à XP, com sede em Porto Alegre e filial em Gramado.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Minas Capitalminascapital.com.br HQ: Uberlândia, BrazilReported employees: 11-50 | Uberlândia, Brazil | 11-50 | Exact match | 32 contacts → |
“A Minas Capital é um escritório de AAI credenciado a XP Investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Eterna Capitaleternacapital.com.br HQ: São Caetano Do Sul, BrazilReported employees: 11-50 | São Caetano Do Sul, Brazil | 11-50 | Exact match | 32 contacts → |
“A Eterna Capital é um escritório de agentes autônomos credenciado à XP Investimentos, com mais de 10 anos de experiência no mercado financeiro.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | FMB Investimentosfmbinvest.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 29 contacts → |
“Somos um Assessoria Referência em Alta Renda com soluções para PF e PJ.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Flap Capitalflapcapital.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 27 contacts → |
“A Flap Capital nasce com o objetivo de auxiliar pessoas em manter a estabilidade e crescimento na sua vida patrimonial.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Investplayinvestplay.com.br HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 26 contacts → |
“Transformamos dados financeiros em inteligência acionável, capaz de revelar comportamentos, antecipar necessidades e ativar jornadas hiperpersonalizadas com AI, no momento mais…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Forttu Investimentosforttu.com.br HQ: Vitória, BrazilReported employees: 11-50 | Vitória, Brazil | 11-50 | Exact match | 25 contacts → |
“Há mais de 10 anos no mercado, a Forttu Investimentos é referência em assessoria de alta performance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Stonecapitalstonecapital.com.br HQ: Caxias Do Sul, BrazilReported employees: 51-200 | Caxias Do Sul, Brazil | 51-200 | Exact match | 24 contacts → |
“Atua com foco em fusões e aquisições e finanças corporativas, aliando estratégia e conhecimento na maximização de valor para seus clientes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Chicago Investimentoschicagoinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 23 contacts → |
“Chicago Investiments is recognized as one of XP most promising investiment advisory offices and awarded in different categories of investments, insurance and financial solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Fincare Investimentos Safra Investfincareinvestimentos.com.br HQ: Jundiaí, BrazilReported employees: 11-50 | Jundiaí, Brazil | 11-50 | Exact match | 23 contacts → |
“Quais os principais diferenciais ao investir em um escritório de investimentos?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Marco Zero Investimentosmarcozeroinvestimentos.com.br HQ: Recife, BrazilReported employees: 11-50 | Recife, Brazil | 11-50 | Exact match | 22 contacts → |
“Somos um escritório especializado em assessoria de investimentos, sediado no coração de Pernambuco, em Recife.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Guia DA Bolsaguiadabolsa.com.br HQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 21 contacts → |
“Atuando no mercado financeiro desde 2005, no Guia da Bolsa temos como objetivo prestar o melhor serviço de assessoria de investimentos para nossos clientes, auxiliando-os em seus…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 270 company matches
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AI financial advisory services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
269 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Brazil, so it is reported there. Company counts and contact totals on this page are exact for Brazil, over 270 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
AI financial advisory services by metro
Questions about this company list
What does Exact match mean for AI financial advisory services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many AI financial advisory services did RevenueBase find based in Brazil?
The saved snapshot records 270 matching company records, 4,109 tracked contacts and 838 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
AI financial advisory services by geography
- AI financial advisory services based in Buenos Aires, Argentina
- AI financial advisory services based in Melbourne, Australia
- AI financial advisory services based in Sydney, Australia
- AI financial advisory services based in Sao Paulo, Brazil
- AI financial advisory services based in Montreal, Canada
- AI financial advisory services based in Toronto, Canada
- AI financial advisory services based in Paris, France
- AI financial advisory services based in Hong Kong, Hong Kong
- AI financial advisory services based in Ahmedabad, India
- AI financial advisory services based in Bangalore, India
- AI financial advisory services based in Chennai, India
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Cite this list
RevenueBase Data Team. Top 25 AI financial advisory services based in Brazil. Snapshot: November 6, 2026. https://revenuebase.ai/companies/ai-financial-advisory-services/brazil.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- AI financial advisory services based in Buenos Aires, Argentina
- AI financial advisory services based in Melbourne, Australia
- AI financial advisory services based in Sydney, Australia
- AI financial advisory services based in Sao Paulo, Brazil
- AI financial advisory services based in Montreal, Canada
- AI financial advisory services based in Toronto, Canada