Company lists · Data refreshed September 2026

Top 24 Asset and wealth management consulting firms based in Belo Horizonte, Brazil

RevenueBase identified 55 asset and wealth management consulting firms headquartered in Belo Horizonte, Brazil as of September 2026 and tracks 1,314 professional contacts across them, including 514 with verified work emails. Sao Paulo is the largest hub.

This list covers asset and wealth management consulting firms headquartered in Belo Horizonte, 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 21, 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 21, 2026 86% judged on-target in blind review
55Companies
1,314Contacts tracked
514Verified emails
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The 24 largest asset and wealth management consulting firms based in Belo Horizonte, Brazil

Ranked by team size
Top 24 of 55 asset and wealth management consulting firms based in Belo Horizonte, Brazil, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to asset and wealth management consulting firms: 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
1Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 21, 2026501-1,000533 contacts →

Indirect evidence

“A Toro Investimentos evoluiu.”

Source: RevenueBase Database · checked Sep 21, 2026
2Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 21, 2026201-500141 contacts →

Indirect evidence

“A 3A RIVA Investimentos é um dos principais escritórios de investimentos do Brasil, credenciado a XP Investimentos.”

Source: RevenueBase Database · checked Sep 21, 2026
3Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 21, 202651-200101 contacts →

Indirect evidence

“A Monteverde é uma empresa de Assessoria de Investimentos credenciada à XP Investimentos, uma das maiores instituições financeiras do Brasil, que conta com a experiência de quem…”

Source: RevenueBase Database · checked Sep 21, 2026
4Strong evidenceBelo Horizonte, BrazilHQ checked Sep 21, 202651-20070 contacts →

Strong evidence

“We are Veneto Family Office, a wealth management firm with.”

Source: RevenueBase Database · checked Sep 21, 2026
5Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 21, 202611-5055 contacts →

Indirect evidence

“Assessoria Private BTG Pactual.”

Source: RevenueBase Database · checked Sep 21, 2026
6Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 21, 202611-5046 contacts →

Indirect evidence

“Imeri was born to be a financial advisory firm that is guided not only by numbers and data.”

Source: RevenueBase Database · checked Sep 21, 2026
7Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 21, 202611-5037 contacts →

Indirect evidence

“Respeitamos suas jornadas de investimento, suas histórias e suas conquistas.”

Source: RevenueBase Database · checked Sep 21, 2026
8Partial evidenceBelo Horizonte, BrazilHQ checked Sep 21, 202651-20030 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
9Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 21, 202611-5027 contacts →

Indirect evidence

“Existimos para que pessoas, famílias & empresas possuam assessoria de investimentos de qualidade técnica reconhecida.”

Source: RevenueBase Database · checked Sep 21, 2026
10Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 21, 202611-5026 contacts →

Indirect evidence

“Founded in 2006, AF Invest is the largest independent manager of Minas Gerais and we focus on personalized solutions for each client.”

Source: RevenueBase Database · checked Sep 21, 2026
11Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 21, 20261-1025 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
12Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 21, 202611-5023 contacts →

Indirect evidence

“Desde nossa fundação, em sempre tivemos como foco principal a superação das expectativas de nossos clientes.”

Source: RevenueBase Database · checked Sep 21, 2026
13Partial evidenceBelo Horizonte, BrazilHQ checked Sep 21, 20261-1016 contacts →

Partial evidence

“A Multi Wealth Family Office é uma empresa de consultoria em investimentos e gestão patrimonial, com foco em oferecer um atendimento personalizado, transparente e livre de…”

Source: RevenueBase Database · checked Sep 21, 2026
14Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 21, 202611-5012 contacts →

Indirect evidence

“Assessoria de investimentos globais com foco em personalização e individualização dos serviços na montagem de carteiras de investimentos.”

Source: RevenueBase Database · checked Sep 21, 2026
15Partial evidenceBelo Horizonte, BrazilHQ checked Sep 21, 20261-1010 contacts →

Partial evidence

“A Biz Invest é uma marca nova, escolhida para representar a fusão da RBG Consulting com a Rafa Participações, permitindo a ambas empresas ampliar o grupo de sócios e entrar em…”

Source: RevenueBase Database · checked Sep 21, 2026
16Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 21, 202611-509 contacts →

Indirect evidence

“Somos um escritório credenciado à XP INVESTIMENTOS.”

Source: RevenueBase Database · checked Sep 21, 2026
17Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 21, 202611-509 contacts →

Indirect evidence

“A TRADE é uma empresa de consultoria e assessoria que auxilia as organizações no aperfeiçoamento de sua gestão, na melhoria de seus resultados e no aumento do seu valor.”

Source: RevenueBase Database · checked Sep 21, 2026
18Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 21, 202611-508 contacts →

Indirect evidence

“A FH Advisors nasceu do desejo de transformar a forma como as pessoas lidam com suas finanças, por meio do serviço de planejamento financeiro e elaboração de carteiras e…”

Source: RevenueBase Database · checked Sep 21, 2026
19Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 21, 20261-106 contacts →

Indirect evidence

“Na Hunter Investimentos, transformamos objetivos financeiros em estratégias inteligentes e personalizadas.”

Source: RevenueBase Database · checked Sep 21, 2026
20Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 21, 202611-506 contacts →

Indirect evidence

“Empresa especializada em investimentos.”

Source: RevenueBase Database · checked Sep 21, 2026
21Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 21, 202651-2003 contacts →

Indirect evidence

“Somos os parceiros estratégicos dos nossos clientes.”

Source: RevenueBase Database · checked Sep 21, 2026
22Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 21, 20261-103 contacts →

Indirect evidence

“Planejamento Financeiro Pessoal.”

Source: RevenueBase Database · checked Sep 21, 2026
23Strong evidenceBelo Horizonte, BrazilHQ checked Sep 21, 20261-102 contacts →

Strong evidence

Wealth Management; Investments, US Real Estate, international financial services, and currency exchange.#GlobalFinance Wealth, Real, Global”

Source: RevenueBase Database · checked Sep 21, 2026
24Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

“Nosso Propósito: Ajudar as pessoas a conquistarem seus sonhos e construírem um futuro melhor.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 24 of 55 asset and wealth management consulting firms based in Belo Horizonte, Brazil

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Asset and wealth management consulting firms based in Belo Horizonte, Brazil at a glance

As of Sep 21, 2026
39.1%Verified-email coverage
23.9Average contacts per company
11-50Median size (employees)
967.3%Largest-city concentration · Sao Paulo
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
24
11-50
22
51-200
7
201-500
1
501-1,000
1

Email recency for this list is measured across the whole Brazil list rather than for Belo Horizonte, so it is reported there. Company counts and contact totals on this page are exact for Belo Horizonte, over 55 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 and wealth management consulting firms, 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 Belo Horizonte, Brazil whose own description of what they do matches “asset and wealth management consulting firms”. 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 and wealth management consulting firms), 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 and wealth management consulting firms, and records with no verified work email. Companies headquartered outside Belo Horizonte 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, 514 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 21, 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.

Asset and wealth management consulting firms by metro in Brazil

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 and wealth management consulting firms, 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 and wealth management consulting firms are there based in Belo Horizonte, Brazil?

RevenueBase identified 55 asset and wealth management consulting firms headquartered in Belo Horizonte, 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?

Toro Investimentos, headquartered in Belo Horizonte, tops this list with the largest team on record.

Which city has the most asset and wealth management consulting firms?

Sao Paulo leads with 532 headquartered companies, followed by Rio De Janeiro (109) and Porto Alegre (61).

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 514 verified decision-maker contacts tracked across these 55 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 21, 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.