Company lists · Data refreshed August 2026
Top 18 Asset management consulting firms based in Porto Alegre, Brazil
RevenueBase identified 42 asset management consulting firms headquartered in Porto Alegre, Brazil as of August 2026 and tracks 787 professional contacts across them, including 270 with verified work emails and 19 with mobile numbers. Sao Paulo is the largest hub.
This list covers asset management consulting firms headquartered in Porto Alegre, 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 August 31, 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 18 largest asset management consulting firms based in Porto Alegre, Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 273 contacts → | ||||
Indirect evidence “Em 2006, iniciamos as atividades da XP Investimentos em São Paulo, ainda como Agente Autônomo de Investimentos, numa minúscula sala de 6m².” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 2 | 115 contacts → | ||||
Indirect evidence “Empresa pioneira e sempre inovadora no mercado de Auditoria e Consultoria Patrimonial a AfixCode oferece aos seus clientes as melhores soluções tecnológicas deste segmento.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 3 | 44 contacts → | ||||
Indirect evidence “A Píer Partners é uma butique de serviços financeiros especializada em decisões estratégico-financeiras complexas.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 4 | 29 contacts → | ||||
Indirect evidence “A GT Capital é uma empresa de assessoria patrimonial, onde o cliente com apenas um cadastro, tem acesso a produtos de investimento de diversas instituições financeiras e gestores…” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 5 | 20 contacts → | ||||
Indirect evidence “Assessoramos nossos clientes na escolha da melhor estratégia e produtos de investimento, de acordo com o perfil de risco e objetivos de vida.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 6 | 12 contacts → | ||||
Indirect evidence “Somos um escritório assessoria especializada em investimentos, atuando junto ao mercado financeiro através da Banco Safra.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 7 | 11 contacts → | ||||
Indirect evidence “A Lautec Engenharia é uma empresa de engenharia, especializada em consultoria nas áreas de Patrimônio, Engenharia de Avaliações, Engenharia Econômica e Perícias.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 contacts → | ||||
Indirect evidence “Buscamos entender as necessidades do cliente e auxiliar na construção de soluções que lhe permitam executar sua estratégia de longo prazo.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 contacts → | ||||
Indirect evidence “Somos uma consultoria de investimentos independente.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 10 | 7 contacts → | ||||
Indirect evidence “A DOC Investimentos é um escritório de investimentos vinculado ao Banco BTG Pactual.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6 contacts → | ||||
Indirect evidence “Assessoria de Investimentos BTG Pactual” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6 contacts → | ||||
Indirect evidence “A Porto Advisors é uma assessor de investimentos que atua 100% no modelo Fee-Based.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Indirect evidence “Trabalhamos no assessoramento de famílias que buscam melhor gestão de seu patrimônio, dando suporte na elaboração e implementação de estratégias alinhadas com seus objetivos.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Indirect evidence “Rivea Investimentos | AI Necton - Uma empresa BTG Pactual Invista em sua liberdade Na Rivea, acreditamos que a verdadeira riqueza vai além dos números – ela é construída com…” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “Formada por um grupo de executivos com uma ampla e sólida carreira no mercado financeiro, a Urban Advisors oferece soluções inovadoras, visando apoiar e executar os objetivos de…” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “Empresa de ponta em metodologia de processos avaliatórios de ativos empresariais tangíveis e intangíveis, em especial Marcas, Patentes e Fundos de Comércio (Goodwill).” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “A Severo Capital trabalha com gestão financeira e patrimonial focada em proteção e crescimento dos recursos.” Source: RevenueBase Database · checked Aug 31, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Indirect evidence “Empresa de consultoria e gestão de imóveis com foco patrimonial” Source: RevenueBase Database · checked Aug 31, 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: asset management consulting firms. 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 asset management consulting firms.
- Partial evidence
- Its own public description names part of asset management consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset management consulting firms. 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 18 of 42 asset management consulting firms based in Porto Alegre, Brazil
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Asset management consulting firms based in Porto Alegre, Brazil at a glance
As of Aug 31, 2026Companies by employee count
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 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 Porto Alegre, Brazil whose own description of what they do matches “asset 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 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 management consulting firms, and records with no verified work email. Companies headquartered outside Porto Alegre 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, 270 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 August 31, 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 management consulting firms by metro in Brazil
- Asset management consulting firms in Sao Paulo743
- Asset management consulting firms in Rio De Janeiro162
- Asset management consulting firms in Belo Horizonte85
- Asset management consulting firms in Porto Alegre80
- Asset management consulting firms in Curitiba63
- Asset management consulting firms in Brasilia44
- Asset management consulting firms in Florianopolis36
- Asset management consulting firms in Campinas33
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 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 management consulting firms are there based in Porto Alegre, Brazil?
RevenueBase identified 42 asset management consulting firms headquartered in Porto Alegre, Brazil as of August 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?
Alta Vista Investimentos, headquartered in Porto Alegre, tops this list with the largest team on record.
Which city has the most asset management consulting firms?
Sao Paulo leads with 743 headquartered companies, followed by Rio De Janeiro (162) and Belo Horizonte (85).
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 270 verified decision-maker contacts tracked across these 42 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on August 31, 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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