Company lists · Data refreshed November 2026

Top 25 Asset allocation firms based in Brazil

RevenueBase identified 124 company matches for asset allocation firms associated with Brazil as of November 2026 and tracks 3,399 professional contacts across them, including 755 with verified work emails. Sao Paulo is the largest hub.

This list covers company matches for asset allocation firms 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
124Companies
3,399Contacts tracked
755Verified emails
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The 25 largest asset allocation firms based in Brazil

Ranked by team size
Top 25 of 124 company matches for asset allocation firms based in Brazil, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchRibeirão Preto, BrazilHQ recorded Nov 6, 2026501-1,000699 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
2Exact matchSao Paulo, BrazilHQ recorded Nov 6, 2026201-500333 contacts →

Exact match

“A Bradesco Asset Management é uma das maiores gestoras de fundos do Brasil, com uma seleção completa de soluções que possibilita a diversificação de seus investimentos.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchSão Paulo, BrazilHQ recorded Nov 6, 202651-200142 contacts →

Exact match

“A Braúna Investimentos oferece soluções para abraçar cada perfil de investidor.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchSão Paulo, BrazilHQ recorded Nov 6, 202651-200106 contacts →

Exact match

“Desde sua criação em 2020, a Riza Asset se dedicou a construir um portfólio completo de investimentos, com a visão de oferecer soluções personalizadas para cada cliente.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchSao Paulo, BrazilHQ recorded Nov 6, 202651-20094 contacts →

Exact match

“Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchRibeirão Preto, BrazilHQ recorded Nov 6, 202651-20087 contacts →

Exact match

“A RP Capital AAI é uma empresa de assessoria em investimentos credenciada a XP Investimentos, que atende clientes de qualquer parte do mundo.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchSao Paulo, BrazilHQ recorded Nov 6, 202611-5049 contacts →

Exact match

“Este é um negócio de pessoas.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchRio De Janeiro, BrazilHQ recorded Nov 6, 202651-20048 contacts →

Exact match

“A Alocc é uma empresa especializada em gestão patrimonial, reconhecida no mercado por sua atuação sólida e responsável.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchSão Paulo, BrazilHQ recorded Nov 6, 202611-5044 contacts →

Exact match

“Na RV4 Investimentos, transformamos conhecimento técnico em resultados financeiros sólidos.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchSao Paulo, BrazilHQ recorded Nov 6, 202651-20044 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
11Exact matchCuritiba, BrazilHQ recorded Nov 6, 202651-20043 contacts →

Exact match

“Somos a InvestFlow Investimentos!”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchBelo Horizonte, BrazilHQ recorded Nov 6, 202651-20033 contacts →

Exact match

“Libertas Asset é uma organização especializada na gestão e administração de portfólios.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchBauru, BrazilHQ recorded Nov 6, 202651-20033 contacts →

Exact match

“Assessoria de Investimentos vinculada ao BTG Pactual.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchPorto Alegre, BrazilHQ recorded Nov 6, 202611-5032 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
15Exact matchBelo Horizonte, BrazilHQ recorded Nov 6, 20261-1026 contacts →

Exact match

“A Safira Investimentos oferece assessoria financeira personalizada para cuidar melhor do seu patrimônio, aliando segurança e experiência para otimizar os resultados dos seus…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchRio De Janeiro, BrazilHQ recorded Nov 6, 202611-5023 contacts →

Exact match

“Novus Capital was born from the merge between Modal Asset and FLAG Asset, two firms composed of professionals with extensive experience and successful careers in the Brazilian…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchRio De Janeiro, BrazilHQ recorded Nov 6, 202611-5022 contacts →

Exact match

“A WAY Assessores de Investimentos, fundada em 2008, é uma empresa de assessoria de investimentos, consolidada com mais de 1.900 clientes ativos e R$2 bilhões sob assessoria na XP…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchSao Paulo, BrazilHQ recorded Nov 6, 202611-5021 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchNiterói, BrazilHQ recorded Nov 6, 202611-5020 contacts →

Exact match

“A Alvo Investimentos é uma empresa de agentes autônomos de investimento credenciada pela XP Investimentos CCTVM e devidamente registrada na Comissão de Valores Mobiliários (CVM)…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchSao Paulo, BrazilHQ recorded Nov 6, 202611-5019 contacts →

Exact match

“Empresa de Investimentos, fundada por profissionais com mais de 20 anos de experiência no mercado de ASSET MANAGEMENT, focada na gestão de estratégias ativas, contando com…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchSao Paulo, BrazilHQ recorded Nov 6, 202611-5018 contacts →

Exact match

“Asset Management Company based in São Paulo.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchRio De Janeiro, BrazilHQ recorded Nov 6, 202611-5016 contacts →

Exact match

“Serviços Financeiros”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchGoiânia, BrazilHQ recorded Nov 6, 202611-5016 contacts →

Exact match

“A Blend Capital ajuda você a investir nos melhores produtos, por meio de uma consultoria especializada e qualificadas nas maiores instituições que fazem parte do sistema de…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchRio De Janeiro, BrazilHQ recorded Nov 6, 20261-1013 contacts →

Exact match

“O mercado é dinâmico.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchSao Paulo, BrazilHQ recorded Nov 6, 202611-5012 contacts →

Exact match

“A QLZ GESTÃO DE RECURSOS FINANCEIROS faz parte do GRUPO QLZ e dedica-se exclusivamente à gestão de recursos financeiros e possui profissionais com experiência em diversos…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 124 asset allocation firms based in Brazil

See the full list, filter by size, metro and specialty, and access 755 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset allocation firms based in Brazil at a glance

As of Nov 6, 2026
22.2%Verified-email coverage
27.4Average contacts per company
11-50Median size (employees)
35.5%Largest-city concentration · Sao Paulo
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
61
11-50
40
51-200
16
201-500
4
501-1,000
3

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 124 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 “asset allocation firms” 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 755 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.

Asset allocation firms 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 “asset allocation firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset allocation firms are there based in Brazil?

RevenueBase identified 124 company matches for asset allocation firms 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 asset allocation firms?

Sao Paulo leads with 44 company records, followed by Rio De Janeiro (19) and Florianopolis (6).

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 755 professional contacts with verified work emails tracked across these 124 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.

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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 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.