Company lists · Data refreshed September 2026

Top 25 Asset consulting services based in Brazil

RevenueBase identified 461 asset consulting services headquartered in Brazil as of September 2026 and tracks 7,353 professional contacts across them, including 1,787 with verified work emails. Sao Paulo is the largest hub.

This list covers asset consulting services 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 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
461Companies
7,353Contacts tracked
1,787Verified emails
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The 25 largest asset consulting services based in Brazil

Ranked by team size
Top 25 of 461 asset consulting services based in Brazil, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to asset consulting services: 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 evidenceRibeirão Preto, BrazilHQ checked Sep 21, 2026501-1,000591 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 21, 2026
2Indirect evidenceSao Paulo, BrazilHQ checked Sep 21, 2026501-1,000530 contacts →

Indirect evidence

“Na Monte Bravo, nosso propósito é claro: construir um mercado de assessoria financeria melhor para fazer a diferença na vida das pessoas através do mercado financeiro.”

Source: RevenueBase Database · checked Sep 21, 2026
3Partial evidenceSao Paulo, BrazilHQ checked Sep 21, 2026201-500302 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect evidenceSao Paulo, BrazilHQ checked Sep 21, 2026201-500267 contacts →

Indirect evidence

“A Lifetime Investimentos atua no mercado financeiro desde 2011.”

Source: RevenueBase Database · checked Sep 21, 2026
5Indirect evidenceCampinas, BrazilHQ checked Sep 21, 2026201-500265 contacts →

Indirect evidence

“Desde 2009, a Wiser, escritório do BTG Pactual, tem como missão gerar valor para seus clientes com segurança, conhecimento e foco, pilares que fazem parte do nosso DNA Nosso…”

Source: RevenueBase Database · checked Sep 21, 2026
6Indirect evidenceFlorianópolis, BrazilHQ checked Sep 21, 202651-20096 contacts →

Indirect evidence

“A SOMMA Investimentos é uma gestora independente de recursos do Sul do país, com 23 anos de experiência e R$ 18 bilhões sob gestão.”

Source: RevenueBase Database · checked Sep 21, 2026
7Indirect evidenceSao Paulo, BrazilHQ checked Sep 21, 202651-20086 contacts →

Indirect evidence

“Fundada em 2004, a TAG Investimentos é uma das cinco maiores gestoras de patrimônio independentes do Brasil, especializada na administração global do portfólio de famílias…”

Source: RevenueBase Database · checked Sep 21, 2026
8Indirect evidenceAnápolis, BrazilHQ checked Sep 21, 202651-20077 contacts →

Indirect evidence

“Na Kaza Capital, transformamos estratégia em resultados.”

Source: RevenueBase Database · checked Sep 21, 2026
9Indirect evidenceSao Paulo, BrazilHQ checked Sep 21, 2026201-50069 contacts →

Indirect evidence

“O Grupo Julius Baer é referência mundial em Wealth Management há mais de um século e está presente nos principais centros financeiros do mundo.”

Source: RevenueBase Database · checked Sep 21, 2026
10Indirect evidenceCampinas, BrazilHQ checked Sep 21, 202651-20067 contacts →

Indirect evidence

“Sobre a WIT Invest: Existimos para cuidar do seu patrimônio de maneira simples e personalizada, como faria um Family office.”

Source: RevenueBase Database · checked Sep 21, 2026
11Indirect evidenceSao Paulo, BrazilHQ checked Sep 21, 202651-20064 contacts →

Indirect evidence

“An independent investment and wealth management firm, Lakewood provides highly customized investment management and advisory services to high-net-worth individuals and families.”

Source: RevenueBase Database · checked Sep 21, 2026
12Indirect evidenceSao Paulo, BrazilHQ checked Sep 21, 202611-5064 contacts →

Indirect evidence

“A Nord Wealth nasceu da nossa vontade de atender os clientes da mesma forma que gostaríamos de ser atendidos: profissionais certificados, atendimento próximo e interesses…”

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidenceSão Paulo, BrazilHQ checked Sep 21, 202651-20064 contacts →

Indirect evidence

“Fundada em 2019, a Venice Investimentos é a soma de conhecimentos e experiências distintas de profissionais experientes no mercado financeiro, com o objetivo de transformar a vida…”

Source: RevenueBase Database · checked Sep 21, 2026
14Indirect evidencePetrópolis, BrazilHQ checked Sep 21, 202651-20061 contacts →

Indirect evidence

“Nascemos em Petrópolis há 10 anos com uma convicção simples: assessoria de investimentos de verdade exige presença, não apenas plataforma.”

Source: RevenueBase Database · checked Sep 21, 2026
15Partial evidenceBarueri, BrazilHQ checked Sep 21, 202651-20061 contacts →

Partial evidence

“The Mynarski is a leader in multidisciplinary company and asset valuation services, asset management, industrial inventory management, business combination in all market segments…”

Source: RevenueBase Database · checked Sep 21, 2026
16Indirect evidenceSão Luís, BrazilHQ checked Sep 21, 202651-20061 contacts →

Indirect evidence

“Somos uma assessoria de investimentos do segmento de alta renda credenciada à XP Investimentos, a maior Corretora de Valores da América Latina.”

Source: RevenueBase Database · checked Sep 21, 2026
17Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 21, 202611-5055 contacts →

Indirect evidence

“Assessoria Private BTG Pactual.”

Source: RevenueBase Database · checked Sep 21, 2026
18Indirect evidenceAracaju, BrazilHQ checked Sep 21, 202611-5054 contacts →

Indirect evidence

“A nossa história começa em 2008.”

Source: RevenueBase Database · checked Sep 21, 2026
19Indirect evidenceSao Paulo, BrazilHQ checked Sep 21, 202651-20048 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 21, 2026
20Partial evidenceSão Paulo, BrazilHQ checked Sep 21, 202611-5047 contacts →

Partial evidence

“Founded in July 2003, CAPITÂNIA is an independent asset management and corporate advisory firm, based in São Paulo, Brazil.”

Source: RevenueBase Database · checked Sep 21, 2026
21Indirect evidenceSao Paulo, BrazilHQ checked Sep 21, 202651-20047 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
22Indirect 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
23Indirect evidenceDivinópolis, BrazilHQ checked Sep 21, 202651-20046 contacts →

Indirect evidence

“O Grupo Fractal é um hub de soluções financeiras para você e o seu negócio.”

Source: RevenueBase Database · checked Sep 21, 2026
24Indirect evidenceSao Paulo, BrazilHQ checked Sep 21, 202611-5042 contacts →

Indirect evidence

“O Ártica é um escritório independente de assessoria financeira em M&A e investimentos.”

Source: RevenueBase Database · checked Sep 21, 2026
25Indirect evidenceSão Paulo, BrazilHQ checked Sep 21, 202611-5041 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026

Showing 25 of 461 asset consulting services based in Brazil

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Asset consulting services based in Brazil at a glance

As of Sep 21, 2026
24.3%Verified-email coverage
16.0Average contacts per company
1-10Median size (employees)
41.9%Largest-city concentration · Sao Paulo
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
255
11-50
155
51-200
37
201-500
7
501-1,000
4
1,001-5,000
1

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 461 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 consulting services, 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 consulting services”. 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 consulting services), 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 consulting services, 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, 1,787 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 consulting services by metro

  • Asset consulting services in Sao Paulo193
  • Asset consulting services in Rio De Janeiro30

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 consulting services, 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 consulting services are there based in Brazil?

RevenueBase identified 461 asset consulting services 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?

Blue3 Investimentos, headquartered in Ribeirao Preto, tops this list with the largest team on record.

Which city has the most asset consulting services?

Sao Paulo leads with 193 headquartered companies, followed by Rio De Janeiro (30) and Curitiba (20).

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 1,787 verified decision-maker contacts tracked across these 461 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.