Company lists · Data refreshed September 2026

Top 25 Asset allocation platforms based in Brazil

RevenueBase identified 65 asset allocation platforms headquartered in Brazil as of September 2026 and tracks 1,034 professional contacts across them, including 311 with verified work emails. Sao Paulo is the largest hub.

This list covers asset allocation 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review
65Companies
1,034Contacts tracked
311Verified emails
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The 25 largest asset allocation platforms based in Brazil

Ranked by team size
Top 25 of 65 asset allocation platforms based in Brazil, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to asset allocation platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceSão Paulo, BrazilHQ checked Sep 27, 202651-200120 contacts →

Strong evidence

“Founded in 2017, Hurst Capital is the largest real asset platform in Latin America, with over investors and more than R$ 3 billion in originated investments.”

Source: RevenueBase Database · checked Sep 27, 2026
2Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 27, 202651-200110 contacts →

Indirect evidence

“Agende uma reunião com o especialista e monte um plano para a conquista dos seus sonhos e objetivos pessoais.”

Source: RevenueBase Database · checked Sep 27, 2026
3Indirect evidenceSão Paulo, BrazilHQ checked Sep 27, 202651-20097 contacts →

Indirect evidence

“From emerging firms to large-scale operators, BRITech delivers a single source of truth for investment management, with the precision, depth, and flexibility each business needs…”

Source: RevenueBase Database · checked Sep 27, 2026
4Indirect evidenceSao Paulo, BrazilHQ checked Sep 27, 202611-5061 contacts →

Indirect evidence

“Tecnologia avançada para gestão de carteiras de investimentos”

Source: RevenueBase Database · checked Sep 27, 2026
5Indirect evidenceSao Paulo, BrazilHQ checked Sep 27, 202651-20043 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, 2026
6Indirect evidenceNiterói, BrazilHQ checked Sep 27, 202611-5034 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 27, 2026
7Indirect evidenceSão Paulo, BrazilHQ checked Sep 27, 20261-1025 contacts →

Indirect evidence

“A Kronor é um escritório de agentes autônomos de investimentos credenciado à XP Investimentos.”

Source: RevenueBase Database · checked Sep 27, 2026
8Indirect evidenceSao Paulo, BrazilHQ checked Sep 27, 202611-5023 contacts →

Indirect evidence

“Conectamos planejadores financeiros com clientes usando tecnologia.”

Source: RevenueBase Database · checked Sep 27, 2026
9Indirect evidenceSão Paulo, BrazilHQ checked Sep 27, 202611-5018 contacts →

Indirect evidence

“Mais que especialistas em investimentos.”

Source: RevenueBase Database · checked Sep 27, 2026
10Indirect evidenceFlorianópolis, BrazilHQ checked Sep 27, 202611-5016 contacts →

Indirect evidence

“A Siglo Investimentos é um escritório credenciado à XP Investimentos, fundado em 2017 por um grupo de profissionais experientes e apaixonados pelo mercado financeiro.”

Source: RevenueBase Database · checked Sep 27, 2026
11Indirect evidenceSao Paulo, BrazilHQ checked Sep 27, 20261-1016 contacts →

Indirect evidence

“Você no Centro de Tudo!”

Source: RevenueBase Database · checked Sep 27, 2026
12Indirect evidenceFlorianópolis, BrazilHQ checked Sep 27, 202611-507 contacts →

Indirect evidence

“Nosso maior objetivo é fazer você investir melhor.”

Source: RevenueBase Database · checked Sep 27, 2026
13Indirect evidenceSao Paulo, BrazilHQ checked Sep 27, 202611-507 contacts →

Indirect evidence

“A Capitólio foi eleita a melhor empresa de investimentos pela Brazil Advisor Awards 2020, prêmio dado aos escritórios com melhor desempenho na XP Investimentos.”

Source: RevenueBase Database · checked Sep 27, 2026
14Indirect evidenceSão Paulo, BrazilHQ checked Sep 27, 20261-106 contacts →

Indirect evidence

“O objetivo da Taiga Investimentos é ajudar as pessoas a investir melhor e realizar seus sonhos, democratizando o acesso a investimentos que estão disponíveis apenas para grandes…”

Source: RevenueBase Database · checked Sep 27, 2026
15Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 27, 202611-506 contacts →

Indirect evidence

“Seus investimentos controlados por uma ferramenta robusta e completa.”

Source: RevenueBase Database · checked Sep 27, 2026
16Indirect evidenceSão Paulo, BrazilHQ checked Sep 27, 20261-106 contacts →

Indirect evidence

“Assessoria de investimentos vinculada a plataforma XP Investimentos.”

Source: RevenueBase Database · checked Sep 27, 2026
17Indirect evidenceSão Paulo, BrazilHQ checked Sep 27, 202651-2005 contacts →

Indirect evidence

“Somos a Tokyo Capital, uma empresa líder em assessoria de investimentos, AI Contratado EQI Investimentos.”

Source: RevenueBase Database · checked Sep 27, 2026
18Indirect evidenceCampinas, BrazilHQ checked Sep 27, 20261-105 contacts →

Indirect evidence

“Investimentos e Servicos Financeiros.”

Source: RevenueBase Database · checked Sep 27, 2026
19Indirect evidenceJoinville, BrazilHQ checked Sep 27, 20261-105 contacts →

Indirect evidence

“Unimos expertise e tecnologia para revolucionar o mercado financeiro Nossa plataforma inovadora foi cuidadosamente projetada para transformar a relação entre operação e…”

Source: RevenueBase Database · checked Sep 27, 2026
20Indirect evidenceSao Paulo, BrazilHQ checked Sep 27, 20261-105 contacts →

Indirect 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, 2026
21Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 27, 20261-105 contacts →

Indirect evidence

“A iVi é uma empresa de tecnologia criada com a missão de usar o que há de mais moderno para realizar o processo de investimento e gestão de portfólio.”

Source: RevenueBase Database · checked Sep 27, 2026
22Indirect evidenceSao Paulo, BrazilHQ checked Sep 27, 20261-104 contacts →

Indirect evidence

“investimentos,#alocação de recursos,#plataforma de investimentos,#fundos,# ações”

Source: RevenueBase Database · checked Sep 27, 2026
23Indirect evidenceSão Paulo, BrazilHQ checked Sep 27, 20261-104 contacts →

Indirect evidence

“Assessoria de investimentos private unida à mais completa plataforma de investimentos do país.”

Source: RevenueBase Database · checked Sep 27, 2026
24Indirect evidenceSão Paulo, BrazilHQ checked Sep 27, 20261-103 contacts →

Indirect evidence

“Apresentar ao investidor o quanto uma plataforma de investimento ágil, que engloba todas as classes de ativos financeiros em um único lugar e de uma única forma, independentemente…”

Source: RevenueBase Database · checked Sep 27, 2026
25Indirect evidenceBrasilia, BrazilHQ checked Sep 27, 20261-102 contacts →

Indirect evidence

“Composta por uma equipe que une a experiência de mercado com o espírito jovem, a Continuum Private é uma empresa de assessoria de investimentos especializada em desenvolver…”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 25 of 65 asset allocation platforms based in Brazil

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Asset allocation platforms based in Brazil at a glance

As of Sep 27, 2026
30.1%Verified-email coverage
15.9Average contacts per company
1-10Median size (employees)
46.2%Largest-city concentration · Sao Paulo
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
37
11-50
19
51-200
9

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 65 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 asset allocation 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 “asset allocation 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 asset allocation 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 asset allocation 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, 311 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 asset allocation 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 asset allocation platforms are there based in Brazil?

RevenueBase identified 65 asset allocation 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?

Hurst Capital, headquartered in Sao Paulo, tops this list with the largest team on record.

Which city has the most asset allocation platforms?

Sao Paulo leads with 30 headquartered companies, followed by Rio De Janeiro (6) and Belo Horizonte (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 311 verified decision-maker contacts tracked across these 65 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.