Company lists · Data refreshed September 2026
Top 10 Artificial intelligence financial advisors based in Brazil
RevenueBase identified 50 artificial intelligence financial advisors headquartered in Brazil as of September 2026 and tracks 350 professional contacts across them, including 95 with verified work emails. Sao Paulo is the largest hub.
This list covers artificial intelligence financial advisors 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 10 largest artificial intelligence financial advisors based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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. | |||||
| 2 | 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. | |||||
| 3 | 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. | |||||
| 4 | 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. | |||||
| 5 | 8 contacts → | ||||
Partial evidence “Fornecemos previsões financeiras de qualidade Modelos baseados em inteligência artificial Preço e linguagem acessíveis” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 7 contacts → | ||||
Indirect evidence “Você não precisa investir sozinho.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 5 contacts → | ||||
Partial evidence “O RoboBanker® é um robo-advisor que usa algoritmos para gerenciar e alocar fundos do investidor, baseado em informações individuais de cada investidor.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 1 contacts → | ||||
Strong evidence “We created an intelligent assistant that will lead people in a learning journey to financial freedom until they become qualified investors.""Our value proposition is to hassle…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 1 contacts → | ||||
Indirect evidence “Queremos ajudar cada pessoa a organizar e conquistar seus sonhos de forma acelerada.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 1 contacts → | ||||
Indirect evidence “Empresa AAI que atua como preposta de instituições financeiras na mediação e distribuição de titulos e valores mobiliários, fundos abertos e exclusivos, carteiras administradas.” 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: artificial intelligence financial advisors. 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 artificial intelligence financial advisors.
- Partial evidence
- Its own public description names part of artificial intelligence financial advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name artificial intelligence financial advisors. 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 10 of 50 artificial intelligence financial advisors based in Brazil
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Artificial intelligence financial advisors 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 50 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 artificial intelligence financial advisors, 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 “artificial intelligence financial advisors”. 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 artificial intelligence financial advisors), 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 artificial intelligence financial advisors, 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, 95 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.
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 artificial intelligence financial advisors, 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 artificial intelligence financial advisors are there based in Brazil?
RevenueBase identified 50 artificial intelligence financial advisors 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?
Delta Investor Assessoria DE Investimentos, headquartered in Sao Paulo, tops this list with the largest team on record.
Which city has the most artificial intelligence financial advisors?
Sao Paulo leads with 23 headquartered companies, followed by Curitiba (3) and Rio De Janeiro (3).
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 95 verified decision-maker contacts tracked across these 50 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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