Company lists · Data refreshed September 2026
Top 25 AI investment advisory platforms based in Brazil
RevenueBase identified 103 AI investment advisory platforms headquartered in Brazil as of September 2026 and tracks 1,071 professional contacts across them, including 304 with verified work emails. Sao Paulo is the largest hub.
This list covers AI investment advisory platforms headquartered in 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 September 27, 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.
The 25 largest AI investment advisory platforms based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 167 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 43 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 38 contacts → | ||||
Indirect evidence “Fundada em 2008, a M7 Investimentos iniciou suas operações com foco na distribuição de cotas de fundos de investimento.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 30 contacts → | ||||
Indirect evidence “A Ômega Invest é um escritório de investimentos afiliado a XP Investimentos.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 27 contacts → | ||||
Indirect evidence “A Eterna Capital é um escritório de agentes autônomos credenciado à XP Investimentos, com mais de 10 anos de experiência no mercado financeiro.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 25 contacts → | ||||
Indirect evidence “A Kronor é um escritório de agentes autônomos de investimentos credenciado à XP Investimentos.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 23 contacts → | ||||
Indirect evidence “Conectamos planejadores financeiros com clientes usando tecnologia.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 23 contacts → | ||||
Indirect evidence “Liberdade, Fraternidade e Rentabilidade.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 20 contacts → | ||||
Indirect evidence “Somos a Valle Investimentos, escritório credenciado a XP Investimentos com mais de R$1,5 bilhão assessorados.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 20 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 19 contacts → | ||||
Indirect evidence “A SmarttBot é a primeira fintech brasileira especializada em investimento automatizado na bolsa de valores.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 17 contacts → | ||||
Indirect evidence “A SIX Investimentos AAI é uma empresa formada por profissionais com mais de 20 anos de experiência e conhecimento na área financeira, com compromisso de assessorar nossos clientes…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 16 contacts → | ||||
Indirect evidence “A Maclaude é uma assessoria de investimentos credenciada à XP Investimentos, dedicada a oferecer um acompanhamento próximo, técnico e personalizado para clientes que desejam…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 16 contacts → | ||||
Indirect evidence “A gente nunca pensou que a quantidade de informação seria um obstáculo para escolher como investir.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 16 contacts → | ||||
Indirect evidence “Escritório de assessoria vinculado ao BTG Pactual.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 11 contacts → | ||||
Indirect evidence “A Reinvent é uma plataforma de IA para escritórios de investimento e instituições financeiras que querem escalar o atendimento com personalização.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 10 contacts → | ||||
Indirect evidence “A Esquadra Investimentos é um escritório de agentes autônomos registrado na CVM (Comissão de Valores Imobiliários) e parceiro da XP Investimentos.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 9 contacts → | ||||
Indirect evidence “Nossa abordagem na gestão de patrimônio combina tecnologia avançada, desenhada sob medida para cada cliente, garantindo alocação de ativos eficiente, baixo custo, e sintonia com…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 8 contacts → | ||||
Indirect evidence “A Grow Investing surgiu a partir de toda a experiência de mercado de seu CEO, alinhada com o sonho de trazer um serviço diferenciado para amenizar os medos de quem nunca investiu…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 7 contacts → | ||||
Indirect evidence “Você não precisa investir sozinho.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 7 contacts → | ||||
Indirect evidence “Nosso maior objetivo é fazer você investir melhor.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 7 contacts → | ||||
Indirect evidence “Escritório de assessores de investimentos credenciados à XP Investimentos.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 23 | 7 contacts → | ||||
Indirect evidence “A Louro Tech centraliza os dados da sua operação em um ambiente seguro e entrega uma inteligência artificial que entende o mercado de assessoria de verdade, treinada com a…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 24 | 7 contacts → | ||||
Indirect evidence “A DNAinvest é uma empresa de assessores de investimentos, MULTIPLATAFORMA, especializada em atender clientes que gostam de exclusividade e que são exigentes com a qualidade do…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 25 | 6 contacts → | ||||
Indirect evidence “Assessoria de Investimentos BTG Pactual” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: AI investment advisory platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names AI investment advisory platforms.
- Partial evidence
- Its own public description names part of AI investment advisory platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name AI investment advisory platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 103 AI investment advisory platforms based in Brazil
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AI investment advisory platforms based in Brazil at a glance
As of Sep 27, 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 103 companies.
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 AI investment advisory platforms, 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 Brazil whose own description of what they do matches “AI investment advisory platforms”. 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 AI investment advisory platforms), 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 AI investment advisory platforms, and records with no verified work email. Companies headquartered outside Brazil 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, 304 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 September 27, 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.
AI investment advisory platforms by metro
- AI investment advisory platforms in Sao Paulo39
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 AI investment advisory platforms, 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 AI investment advisory platforms are there based in Brazil?
RevenueBase identified 103 AI investment advisory platforms headquartered in Brazil as of September 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?
EWZ Capital, headquartered in Sao Paulo, tops this list with the largest team on record.
Which city has the most AI investment advisory platforms?
Sao Paulo leads with 39 headquartered companies, followed by Rio De Janeiro (10) and Porto Alegre (5).
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 304 verified decision-maker contacts tracked across these 103 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 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.
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