Company lists · Data refreshed September 2026
Top 25 AI investment advisory platforms based in Brazil
RevenueBase identified 103 company matches for AI investment advisory platforms associated with 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 company matches for AI investment advisory platforms 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 September 27, 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 investment advisory platforms based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 167 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 · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 43 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 · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 38 contacts → | ||||
Exact match “Fundada em 2008, a M7 Investimentos iniciou suas operações com foco na distribuição de cotas de fundos de investimento.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 30 contacts → | ||||
Exact match “A Ômega Invest é um escritório de investimentos afiliado a XP Investimentos.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 27 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 · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 25 contacts → | ||||
Exact match “A Kronor é um escritório de agentes autônomos de investimentos credenciado à XP Investimentos.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 23 contacts → | ||||
Exact match “Conectamos planejadores financeiros com clientes usando tecnologia.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 23 contacts → | ||||
Exact match “Liberdade, Fraternidade e Rentabilidade.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 20 contacts → | ||||
Exact match “Somos a Valle Investimentos, escritório credenciado a XP Investimentos com mais de R$1,5 bilhão assessorados.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 20 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 · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 19 contacts → | ||||
Exact match “A SmarttBot é a primeira fintech brasileira especializada em investimento automatizado na bolsa de valores.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 17 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 16 contacts → | ||||
Exact match “A Maclaude é uma assessoria de investimentos credenciada à XP Investimentos, dedicada a oferecer um acompanhamento próximo, técnico e personalizado para clientes que desejam…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 16 contacts → | ||||
Exact match “A gente nunca pensou que a quantidade de informação seria um obstáculo para escolher como investir.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 16 contacts → | ||||
Exact match “Escritório de assessoria vinculado ao BTG Pactual.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 11 contacts → | ||||
Exact match “A Reinvent é uma plataforma de IA para escritórios de investimento e instituições financeiras que querem escalar o atendimento com personalização.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 10 contacts → | ||||
Exact match “A Esquadra Investimentos é um escritório de agentes autônomos registrado na CVM (Comissão de Valores Imobiliários) e parceiro da XP Investimentos.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 9 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 8 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “Você não precisa investir sozinho.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 7 contacts → | ||||
Exact match “Nosso maior objetivo é fazer você investir melhor.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 7 contacts → | ||||
Exact match “Escritório de assessores de investimentos credenciados à XP Investimentos.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 7 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 6 contacts → | ||||
Exact match “Assessoria de Investimentos BTG Pactual” Recorded in the RevenueBase company graph · Sep 27, 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 investment advisory platforms”. 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 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
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 investment advisory platforms” 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 304 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 September 27, 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.
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 investment advisory platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many AI investment advisory platforms are there based in Brazil?
RevenueBase identified 103 company matches for AI investment advisory platforms associated with Brazil as of September 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?
EWZ Capital tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most AI investment advisory platforms?
Sao Paulo leads with 39 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 304 professional contacts with verified work emails tracked across these 103 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 September 27, 2026.
Ready to reach these companies? Verified emails and direct dials for all 103 AI investment advisory platforms based in Brazil. Start with a free account, no credit card.
Download this list →Related lists
AI investment advisory platforms by geography
- AI investment advisory platforms based in Bangalore, India
- AI investment advisory platforms based in Hyderabad, India
- AI investment advisory platforms based in Mumbai, India
- AI investment advisory platforms based in Pune, India
- AI investment advisory platforms based in Boston, United States
- AI investment advisory platforms based in Chicago, United States
- AI investment advisory platforms based in Miami, United States
- AI investment advisory platforms based in New York, United States
- AI investment advisory platforms based in San Francisco, United States
- AI investment advisory platforms based in Australia
- AI investment advisory platforms based in Canada
- AI investment advisory platforms based in France
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- AI investment advisory platforms based in Bangalore, India
- AI investment advisory platforms based in Hyderabad, India
- AI investment advisory platforms based in Mumbai, India
- AI investment advisory platforms based in Pune, India
- AI investment advisory platforms based in Boston, United States
- AI investment advisory platforms based in Chicago, United States
Company intelligence · public preview
Top 25 AI investment advisory platforms 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 103 matching company records for AI investment advisory platforms based in Brazil, with 1,071 tracked contacts and 304 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: September 27, 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 investment advisory platforms 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 |  EWZ Capitalcapital.ewz.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 167 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 · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Delta Investor Assessoria DE Investimentosdeltainvestor.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 43 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 · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | M7 Investimentosm7aai.com.br HQ: Fortaleza, BrazilReported employees: 11-50 | Fortaleza, Brazil | 11-50 | Exact match | 38 contacts → |
“Fundada em 2008, a M7 Investimentos iniciou suas operações com foco na distribuição de cotas de fundos de investimento.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Ômega Investinvestomega.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 30 contacts → |
“A Ômega Invest é um escritório de investimentos afiliado a XP Investimentos.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Eterna Capitaleternacapital.com.brHQ: São Caetano Do Sul, BrazilReported employees: 11-50 | São Caetano Do Sul, Brazil | 11-50 | Exact match | 27 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 · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Kronor Capital Investimentoskronor.com.brHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 25 contacts → |
“A Kronor é um escritório de agentes autônomos de investimentos credenciado à XP Investimentos.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  MEU Vistameuvista.comHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 23 contacts → |
“Conectamos planejadores financeiros com clientes usando tecnologia.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Maison Investmaisoninvest.com.brHQ: Niterói, BrazilReported employees: 11-50 | Niterói, Brazil | 11-50 | Exact match | 23 contacts → |
“Liberdade, Fraternidade e Rentabilidade.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Valle Investimentosvalleinvestimentos.com.br HQ: Novo Hamburgo, BrazilReported employees: 11-50 | Novo Hamburgo, Brazil | 11-50 | Exact match | 20 contacts → |
“Somos a Valle Investimentos, escritório credenciado a XP Investimentos com mais de R$1,5 bilhão assessorados.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Guia DA Bolsaguiadabolsa.com.brHQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 20 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 · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Smarttbotsmarttbot.comHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 19 contacts → |
“A SmarttBot é a primeira fintech brasileira especializada em investimento automatizado na bolsa de valores.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | SIX Investimentossixinvestimentos.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 17 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Maclaude Investimentos XP Investimentosmaclaude-invest.com.brHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 16 contacts → |
“A Maclaude é uma assessoria de investimentos credenciada à XP Investimentos, dedicada a oferecer um acompanhamento próximo, técnico e personalizado para clientes que desejam…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Euqueroinvestireuqueroinvestir.comHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 16 contacts → |
“A gente nunca pensou que a quantidade de informação seria um obstáculo para escolher como investir.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Autem Investimentosauteminvestimentos.com.br HQ: Brasília, BrazilReported employees: 1-10 | Brasília, Brazil | 1-10 | Exact match | 16 contacts → |
“Escritório de assessoria vinculado ao BTG Pactual.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Reinventreinvent.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 11 contacts → |
“A Reinvent é uma plataforma de IA para escritórios de investimento e instituições financeiras que querem escalar o atendimento com personalização.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Esquadra Investimentosesquadrainvest.com.brHQ: Porto Alegre, BrazilReported employees: 1-10 | Porto Alegre, Brazil | 1-10 | Exact match | 10 contacts → |
“A Esquadra Investimentos é um escritório de agentes autônomos registrado na CVM (Comissão de Valores Imobiliários) e parceiro da XP Investimentos.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Care MFOcaremfo.com.brHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Grow Investinggrowinvesting.com.brHQ: Goiânia, BrazilReported employees: 1-10 | Goiânia, Brazil | 1-10 | Exact match | 8 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Investaiinvest-ai.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 7 contacts → |
“Você não precisa investir sozinho.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Check Investcheckinvest.com.brHQ: Florianópolis, BrazilReported employees: 11-50 | Florianópolis, Brazil | 11-50 | Exact match | 7 contacts → |
“Nosso maior objetivo é fazer você investir melhor.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Real Privaterealprivate.com.br HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 7 contacts → |
“Escritório de assessores de investimentos credenciados à XP Investimentos.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Louro Techlouro.techHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 7 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Dnainvest Assessores DE Investimentosdnainvest.com.brHQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 7 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  ZBN Investimentoszbninvestimentos.com.brHQ: Porto Alegre, BrazilReported employees: 1-10 | Porto Alegre, Brazil | 1-10 | Exact match | 6 contacts → |
“Assessoria de Investimentos BTG Pactual” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 103 company matches
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AI investment advisory platforms: dataset insights
September 27, 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
103 records in the displayed employee bands.
0 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 103 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: September 27, 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 ↗
Questions about this company list
What does Exact match mean for AI investment advisory platforms?
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 investment advisory platforms did RevenueBase find based in Brazil?
The saved snapshot records 103 matching company records, 1,071 tracked contacts and 304 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: September 27, 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 investment advisory platforms by geography
- AI investment advisory platforms based in Bangalore, India
- AI investment advisory platforms based in Hyderabad, India
- AI investment advisory platforms based in Mumbai, India
- AI investment advisory platforms based in Pune, India
- AI investment advisory platforms based in Boston, United States
- AI investment advisory platforms based in Chicago, United States
- AI investment advisory platforms based in Miami, United States
- AI investment advisory platforms based in New York, United States
- AI investment advisory platforms based in San Francisco, United States
- AI investment advisory platforms based in Australia
- AI investment advisory platforms based in Canada
- AI investment advisory platforms based in France
Cite this list
RevenueBase Data Team. Top 25 AI investment advisory platforms based in Brazil. Snapshot: September 27, 2026. https://revenuebase.ai/companies/ai-investment-advisory-platforms/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 investment advisory platforms based in Bangalore, India
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- AI investment advisory platforms based in Mumbai, India
- AI investment advisory platforms based in Pune, India
- AI investment advisory platforms based in Boston, United States
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Company intelligence · public preview
Top 25 AI investment advisory platforms based in Brazil
RevenueBase records 103 matching company records for AI investment advisory platforms based in Brazil, with 1,071 tracked contacts and 304 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: September 27, 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 investment advisory platforms 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 | EWZ Capitalcapital.ewz.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 167 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 · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Delta Investor Assessoria DE Investimentosdeltainvestor.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 43 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 · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | M7 Investimentosm7aai.com.br HQ: Fortaleza, BrazilReported employees: 11-50 | Fortaleza, Brazil | 11-50 | Exact match | 38 contacts → |
“Fundada em 2008, a M7 Investimentos iniciou suas operações com foco na distribuição de cotas de fundos de investimento.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Ômega Investinvestomega.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 30 contacts → |
“A Ômega Invest é um escritório de investimentos afiliado a XP Investimentos.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Eterna Capitaleternacapital.com.br HQ: São Caetano Do Sul, BrazilReported employees: 11-50 | São Caetano Do Sul, Brazil | 11-50 | Exact match | 27 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 · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Kronor Capital Investimentoskronor.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 25 contacts → |
“A Kronor é um escritório de agentes autônomos de investimentos credenciado à XP Investimentos.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | MEU Vistameuvista.com HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 23 contacts → |
“Conectamos planejadores financeiros com clientes usando tecnologia.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Maison Investmaisoninvest.com.br HQ: Niterói, BrazilReported employees: 11-50 | Niterói, Brazil | 11-50 | Exact match | 23 contacts → |
“Liberdade, Fraternidade e Rentabilidade.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Valle Investimentosvalleinvestimentos.com.br HQ: Novo Hamburgo, BrazilReported employees: 11-50 | Novo Hamburgo, Brazil | 11-50 | Exact match | 20 contacts → |
“Somos a Valle Investimentos, escritório credenciado a XP Investimentos com mais de R$1,5 bilhão assessorados.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Guia DA Bolsaguiadabolsa.com.br HQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 20 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 · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Smarttbotsmarttbot.com HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 19 contacts → |
“A SmarttBot é a primeira fintech brasileira especializada em investimento automatizado na bolsa de valores.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | SIX Investimentossixinvestimentos.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 17 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Maclaude Investimentos XP Investimentosmaclaude-invest.com.br HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 16 contacts → |
“A Maclaude é uma assessoria de investimentos credenciada à XP Investimentos, dedicada a oferecer um acompanhamento próximo, técnico e personalizado para clientes que desejam…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Euqueroinvestireuqueroinvestir.com HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 16 contacts → |
“A gente nunca pensou que a quantidade de informação seria um obstáculo para escolher como investir.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Autem Investimentosauteminvestimentos.com.br HQ: Brasília, BrazilReported employees: 1-10 | Brasília, Brazil | 1-10 | Exact match | 16 contacts → |
“Escritório de assessoria vinculado ao BTG Pactual.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Reinventreinvent.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 11 contacts → |
“A Reinvent é uma plataforma de IA para escritórios de investimento e instituições financeiras que querem escalar o atendimento com personalização.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Esquadra Investimentosesquadrainvest.com.br HQ: Porto Alegre, BrazilReported employees: 1-10 | Porto Alegre, Brazil | 1-10 | Exact match | 10 contacts → |
“A Esquadra Investimentos é um escritório de agentes autônomos registrado na CVM (Comissão de Valores Imobiliários) e parceiro da XP Investimentos.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Care MFOcaremfo.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Grow Investinggrowinvesting.com.br HQ: Goiânia, BrazilReported employees: 1-10 | Goiânia, Brazil | 1-10 | Exact match | 8 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Investaiinvest-ai.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 7 contacts → |
“Você não precisa investir sozinho.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Check Investcheckinvest.com.br HQ: Florianópolis, BrazilReported employees: 11-50 | Florianópolis, Brazil | 11-50 | Exact match | 7 contacts → |
“Nosso maior objetivo é fazer você investir melhor.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Real Privaterealprivate.com.br HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 7 contacts → |
“Escritório de assessores de investimentos credenciados à XP Investimentos.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Louro Techlouro.tech HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 7 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Dnainvest Assessores DE Investimentosdnainvest.com.br HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 7 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | ZBN Investimentoszbninvestimentos.com.br HQ: Porto Alegre, BrazilReported employees: 1-10 | Porto Alegre, Brazil | 1-10 | Exact match | 6 contacts → |
“Assessoria de Investimentos BTG Pactual” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 103 company matches
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AI investment advisory platforms: dataset insights
September 27, 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
103 records in the displayed employee bands.
0 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 103 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: September 27, 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 ↗
Questions about this company list
What does Exact match mean for AI investment advisory platforms?
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 investment advisory platforms did RevenueBase find based in Brazil?
The saved snapshot records 103 matching company records, 1,071 tracked contacts and 304 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: September 27, 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.
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Cite this list
RevenueBase Data Team. Top 25 AI investment advisory platforms based in Brazil. Snapshot: September 27, 2026. https://revenuebase.ai/companies/ai-investment-advisory-platforms/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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