Company lists · Data refreshed September 2026

Top 14 Association financial advisory firms based in Sao Paulo, Brazil

RevenueBase identified 241 association financial advisory firms headquartered in Sao Paulo, Brazil as of September 2026 and tracks 3,344 professional contacts across them, including 1,086 with verified work emails. Sao Paulo is the largest hub.

This list covers association financial advisory firms headquartered in Sao Paulo, 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 19, 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 19, 2026 86% judged on-target in blind review
241Companies
3,344Contacts tracked
1,086Verified emails
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The 14 largest association financial advisory firms based in Sao Paulo, Brazil

Ranked by team size
Top 14 of 241 association financial advisory firms based in Sao Paulo, Brazil, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to association financial advisory 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 evidenceSao Paulo, BrazilHQ checked Sep 19, 2026201-500267 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 2026201-500168 contacts →

Indirect evidence

“Somos uma assessoria financeira credenciada à XP Investimentos, com mais de R$ 12 bilhões sob custódia, dedicada a oferecer soluções patrimoniais alinhadas aos objetivos, momento…”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202651-20090 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202611-5050 contacts →

Indirect evidence

“Somos um escritório de investimentos credenciado a XP Investimentos.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 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 19, 2026
6Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202611-5044 contacts →

Indirect evidence

“A Collar Capital é um escritório credenciado pela XP Investimentos.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202611-5042 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202651-20041 contacts →

Indirect evidence

“Na Big Invest, ajudamos você a alcançar as conquistas que deseja, agora e no futuro.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202611-5039 contacts →

Indirect evidence

“Somos a WV Investimentos, empresa de assessoria credenciada da XP Investimentos, que nasce quando exemplares funcionários de um banco público, se unem com o mesmo propósito…”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202651-20032 contacts →

Indirect evidence

“Somos uma empresa de alta performance em assessoria para seus investimentos.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202611-5029 contacts →

Indirect evidence

“A Krone Capital nasceu motivada pela busca por personalização no atendimento, conscientização sobre a educação financeira e disseminação da cultura de investimentos no país.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202611-5028 contacts →

Indirect evidence

“A Flap Capital nasce com o objetivo de auxiliar pessoas em manter a estabilidade e crescimento na sua vida patrimonial.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202611-5025 contacts →

Indirect evidence

“Founded in 2018, Fortezza Partners has established itself as an independent boutique specializing in Mergers and Acquisitions (M&A).”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202651-20022 contacts →

Indirect evidence

“Queremos ser a assessoria definitiva do investidor que busca retorno de longo prazo aliado à proteção patrimonial.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 14 of 241 association financial advisory firms based in Sao Paulo, Brazil

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Association financial advisory firms based in Sao Paulo, Brazil at a glance

As of Sep 19, 2026
32.5%Verified-email coverage
13.9Average contacts per company
1-10Median size (employees)
100.0%Largest-city concentration · Sao Paulo
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
136
11-50
82
51-200
16
201-500
5
5,001-10,000
1

Email recency for this list is measured across the whole Brazil list rather than for Sao Paulo, so it is reported there. Company counts and contact totals on this page are exact for Sao Paulo, over 241 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 association financial advisory 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 Sao Paulo, Brazil whose own description of what they do matches “association financial advisory 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 association financial advisory 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 association financial advisory firms, and records with no verified work email. Companies headquartered outside Sao Paulo 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, 1,086 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 19, 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.

Association financial advisory 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 association financial advisory 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 association financial advisory firms are there based in Sao Paulo, Brazil?

RevenueBase identified 241 association financial advisory firms headquartered in Sao Paulo, 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?

Lifetime Investimentos, headquartered in Sao Paulo, tops this list with the largest team on record.

Which city has the most association financial advisory firms?

Sao Paulo leads with 241 headquartered companies, followed by Rio De Janeiro (56) and Belo Horizonte (41).

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 1,086 verified decision-maker contacts tracked across these 241 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 19, 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.