Company lists · Data refreshed November 2026
Top 25 Automated financial advisor services based in Brazil
RevenueBase identified 134 company matches for automated financial advisor services associated with Brazil as of November 2026 and tracks 1,676 professional contacts across them, including 428 with verified work emails. Sao Paulo is the largest hub.
This list covers company matches for automated financial advisor services associated with Brazil, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 25 largest automated financial advisor services based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 231 contacts → | ||||
Exact match “Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 182 contacts → | ||||
Exact match “Criada em 2011, a Rico é uma corretora de investimentos 100% online e voltada à pessoa física.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 94 contacts → | ||||
Exact match “Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 50 contacts → | ||||
Exact match “Os outros falam sobre investimentos, nós falamos sobre: VOCÊ.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 50 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 47 contacts → | ||||
Exact match “Nexa blends expertise in the traditional financial market with cutting-edge technology to deliver new products and the best investment experience.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 44 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 43 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 43 contacts → | ||||
Exact match “Somos a InvestFlow Investimentos!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 26 contacts → | ||||
Exact match “A Kronor é um escritório de agentes autônomos de investimentos credenciado à XP Investimentos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 26 contacts → | ||||
Exact match “Liberdade, Fraternidade e Rentabilidade.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 25 contacts → | ||||
Exact match “Empresa especializada em serviços financeiros, com foco em soluções de negociação automatizada.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 23 contacts → | ||||
Exact match “A Guru Investimentos é uma fintech que foi fundada a partir de uma ideia simples: transformar investimentos em algo mais fácil para todos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 21 contacts → | ||||
Exact match “A gente nunca pensou que a quantidade de informação seria um obstáculo para escolher como investir.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 20 contacts → | ||||
Exact match “Conectamos planejadores financeiros com clientes usando tecnologia.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 20 contacts → | ||||
Exact match “O primeiro escritório a nascer Corporate & Private como um Agente Autônomo de Investimentos Credenciado XP Investimentos A K3 Investimentos nasceu para dar ao brasileiro autonomia…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 19 contacts → | ||||
Exact match “A Integra Invest nasceu da união de 04 profissionais com vasta experiência adquirida nas melhores instituições financeiras: Itaú, Safra, Bradesco e BNP Paribas, que atuavam como…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 18 contacts → | ||||
Exact match “Mais que especialistas em investimentos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 18 contacts → | ||||
Exact match “A SmarttBot é a primeira fintech brasileira especializada em investimento automatizado na bolsa de valores.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 17 contacts → | ||||
Exact match “A Maclaude é uma assessoria de investimentos credenciada à XP Investimentos, dedicada a oferecer um acompanhamento próximo, técnico e personalizado para clientes que desejam…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 14 contacts → | ||||
Exact match “Neovalor Investimentos, o jeito fácil de investir.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 13 contacts → | ||||
Exact match “O mercado é dinâmico.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 9 contacts → | ||||
Exact match “A Polyface Invest S.A.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 9 contacts → | ||||
Exact match “Savvy Investments was founded in 2018 to segregate the investment management business from our insurance services practice started in with Savvy Insurance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 9 contacts → | ||||
Exact match “Aplí (ΑΠΛΉ) é uma palavra de origem grega, que significa "simples".” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “automated financial advisor services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 134 automated financial advisor services based in Brazil
See the full list, filter by size, metro and specialty, and access 428 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Automated financial advisor services based in Brazil at a glance
As of Nov 6, 2026Companies by employee count
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 134 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Brazil whose business descriptions match “automated financial advisor services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 428 professional contacts with verified work emails across the full matched dataset. 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 November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Automated financial advisor services by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “automated financial advisor services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many automated financial advisor services are there based in Brazil?
RevenueBase identified 134 company matches for automated financial advisor services associated with Brazil as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Necton Investimentos tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most automated financial advisor services?
Sao Paulo leads with 54 company records, followed by Rio De Janeiro (12) and Belo Horizonte (5).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 428 professional contacts with verified work emails tracked across these 134 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 134 automated financial advisor services based in Brazil. Start with a free account, no credit card.
Download this list →Related lists
Automated financial advisor services by geography
- Automated financial advisor services based in Sydney, Australia
- Automated financial advisor services based in Sao Paulo, Brazil
- Automated financial advisor services based in Toronto, Canada
- Automated financial advisor services based in Paris, France
- Automated financial advisor services based in Hong Kong, Hong Kong
- Automated financial advisor services based in Ahmedabad, India
- Automated financial advisor services based in Bangalore, India
- Automated financial advisor services based in Gurgaon, India
- Automated financial advisor services based in Mumbai, India
- Automated financial advisor services based in Pune, India
- Automated financial advisor services based in Singapore, Singapore
- Automated financial advisor services based in Dubai, United Arab Emirates
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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Automated financial advisor services based in Sydney, Australia
- Automated financial advisor services based in Sao Paulo, Brazil
- Automated financial advisor services based in Toronto, Canada
- Automated financial advisor services based in Paris, France
- Automated financial advisor services based in Hong Kong, Hong Kong
- Automated financial advisor services based in Ahmedabad, India
Company intelligence · public preview
Top 25 automated financial advisor services based in Brazil
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 134 matching company records for automated financial advisor services based in Brazil, with 1,676 tracked contacts and 428 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 automated financial advisor services based in Brazil
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Necton Investimentosnecton.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 231 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  rico.com.vcrico.com.vcHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 182 contacts → |
“Criada em 2011, a Rico é uma corretora de investimentos 100% online e voltada à pessoa física.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Quark Investimentosquarkinvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 94 contacts → |
“Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  O2 Capitalo2capital.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 50 contacts → |
“Os outros falam sobre investimentos, nós falamos sobre: VOCÊ.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Delta Investor Assessoria DE Investimentosdeltainvestor.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 50 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Nexa Financenexafinance.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 47 contacts → |
“Nexa blends expertise in the traditional financial market with cutting-edge technology to deliver new products and the best investment experience.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Ihub Investimentosihubinvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 44 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  VAROSvaros.com.brHQ: Niterói, BrazilReported employees: 11-50 | Niterói, Brazil | 11-50 | Exact match | 43 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Investflow Investimentosinvestflow.com.brHQ: Curitiba, BrazilReported employees: 51-200 | Curitiba, Brazil | 51-200 | Exact match | 43 contacts → |
“Somos a InvestFlow Investimentos!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Kronor Capital Investimentoskronor.com.brHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 26 contacts → |
“A Kronor é um escritório de agentes autônomos de investimentos credenciado à XP Investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Maison Investmaisoninvest.com.brHQ: Niterói, BrazilReported employees: 11-50 | Niterói, Brazil | 11-50 | Exact match | 26 contacts → |
“Liberdade, Fraternidade e Rentabilidade.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Ontick Investontick.com.brHQ: Vila Velha, BrazilReported employees: 11-50 | Vila Velha, Brazil | 11-50 | Exact match | 25 contacts → |
“Empresa especializada em serviços financeiros, com foco em soluções de negociação automatizada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Guru Investimentosguru.com.vcHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 23 contacts → |
“A Guru Investimentos é uma fintech que foi fundada a partir de uma ideia simples: transformar investimentos em algo mais fácil para todos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Euqueroinvestireuqueroinvestir.comHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 21 contacts → |
“A gente nunca pensou que a quantidade de informação seria um obstáculo para escolher como investir.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  MEU Vistameuvista.comHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 20 contacts → |
“Conectamos planejadores financeiros com clientes usando tecnologia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | K3 Investimentos & Corporatek3investimentos.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 20 contacts → |
“O primeiro escritório a nascer Corporate & Private como um Agente Autônomo de Investimentos Credenciado XP Investimentos A K3 Investimentos nasceu para dar ao brasileiro autonomia…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Integraaliança Investintegraalianca.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 19 contacts → |
“A Integra Invest nasceu da união de 04 profissionais com vasta experiência adquirida nas melhores instituições financeiras: Itaú, Safra, Bradesco e BNP Paribas, que atuavam como…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  RN Investimentosrninvestimentos.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 18 contacts → |
“Mais que especialistas em investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Smarttbotsmarttbot.comHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 18 contacts → |
“A SmarttBot é a primeira fintech brasileira especializada em investimento automatizado na bolsa de valores.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Maclaude Investimentos XP Investimentosmaclaude-invest.com.brHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 17 contacts → |
“A Maclaude é uma assessoria de investimentos credenciada à XP Investimentos, dedicada a oferecer um acompanhamento próximo, técnico e personalizado para clientes que desejam…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Neovalor Investimentosneovalorinvestimentos.comHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 14 contacts → |
“Neovalor Investimentos, o jeito fácil de investir.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Portal DO Investimentoportaldoinvestimento.com.brHQ: Rio De Janeiro, BrazilReported employees: 1-10 | Rio De Janeiro, Brazil | 1-10 | Exact match | 13 contacts → |
“O mercado é dinâmico.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Polyface Investpolyface.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 9 contacts → |
“A Polyface Invest S.A.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Savvy Investmentssavvy.com.brHQ: Rio De Janeiro, BrazilReported employees: 1-10 | Rio De Janeiro, Brazil | 1-10 | Exact match | 9 contacts → |
“Savvy Investments was founded in 2018 to segregate the investment management business from our insurance services practice started in with Savvy Insurance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Apli Investimentosaplinvest.com.brHQ: Joinville, BrazilReported employees: 1-10 | Joinville, Brazil | 1-10 | Exact match | 9 contacts → |
“Aplí (ΑΠΛΉ) é uma palavra de origem grega, que significa "simples".” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 134 company matches
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Automated financial advisor services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
134 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 134 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Automated financial advisor services by metro
Questions about this company list
What does Exact match mean for automated financial advisor services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many automated financial advisor services did RevenueBase find based in Brazil?
The saved snapshot records 134 matching company records, 1,676 tracked contacts and 428 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Automated financial advisor services by geography
- Automated financial advisor services based in Sydney, Australia
- Automated financial advisor services based in Sao Paulo, Brazil
- Automated financial advisor services based in Toronto, Canada
- Automated financial advisor services based in Paris, France
- Automated financial advisor services based in Hong Kong, Hong Kong
- Automated financial advisor services based in Ahmedabad, India
- Automated financial advisor services based in Bangalore, India
- Automated financial advisor services based in Gurgaon, India
- Automated financial advisor services based in Mumbai, India
- Automated financial advisor services based in Pune, India
- Automated financial advisor services based in Singapore, Singapore
- Automated financial advisor services based in Dubai, United Arab Emirates
Cite this list
RevenueBase Data Team. Top 25 automated financial advisor services based in Brazil. Snapshot: November 6, 2026. https://revenuebase.ai/companies/automated-financial-advisor-services/brazil.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Automated financial advisor services based in Sydney, Australia
- Automated financial advisor services based in Sao Paulo, Brazil
- Automated financial advisor services based in Toronto, Canada
- Automated financial advisor services based in Paris, France
- Automated financial advisor services based in Hong Kong, Hong Kong
- Automated financial advisor services based in Ahmedabad, India
Company intelligence · public preview
Top 25 automated financial advisor services based in Brazil
RevenueBase records 134 matching company records for automated financial advisor services based in Brazil, with 1,676 tracked contacts and 428 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 automated financial advisor services based in Brazil
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Necton Investimentosnecton.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 231 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | rico.com.vcrico.com.vc HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 182 contacts → |
“Criada em 2011, a Rico é uma corretora de investimentos 100% online e voltada à pessoa física.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Quark Investimentosquarkinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 94 contacts → |
“Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | O2 Capitalo2capital.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 50 contacts → |
“Os outros falam sobre investimentos, nós falamos sobre: VOCÊ.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Delta Investor Assessoria DE Investimentosdeltainvestor.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 50 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Nexa Financenexafinance.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 47 contacts → |
“Nexa blends expertise in the traditional financial market with cutting-edge technology to deliver new products and the best investment experience.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Ihub Investimentosihubinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 44 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | VAROSvaros.com.br HQ: Niterói, BrazilReported employees: 11-50 | Niterói, Brazil | 11-50 | Exact match | 43 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Investflow Investimentosinvestflow.com.br HQ: Curitiba, BrazilReported employees: 51-200 | Curitiba, Brazil | 51-200 | Exact match | 43 contacts → |
“Somos a InvestFlow Investimentos!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Kronor Capital Investimentoskronor.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 26 contacts → |
“A Kronor é um escritório de agentes autônomos de investimentos credenciado à XP Investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Maison Investmaisoninvest.com.br HQ: Niterói, BrazilReported employees: 11-50 | Niterói, Brazil | 11-50 | Exact match | 26 contacts → |
“Liberdade, Fraternidade e Rentabilidade.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Ontick Investontick.com.br HQ: Vila Velha, BrazilReported employees: 11-50 | Vila Velha, Brazil | 11-50 | Exact match | 25 contacts → |
“Empresa especializada em serviços financeiros, com foco em soluções de negociação automatizada.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Guru Investimentosguru.com.vc HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 23 contacts → |
“A Guru Investimentos é uma fintech que foi fundada a partir de uma ideia simples: transformar investimentos em algo mais fácil para todos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Euqueroinvestireuqueroinvestir.com HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 21 contacts → |
“A gente nunca pensou que a quantidade de informação seria um obstáculo para escolher como investir.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | MEU Vistameuvista.com HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 20 contacts → |
“Conectamos planejadores financeiros com clientes usando tecnologia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | K3 Investimentos & Corporatek3investimentos.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 20 contacts → |
“O primeiro escritório a nascer Corporate & Private como um Agente Autônomo de Investimentos Credenciado XP Investimentos A K3 Investimentos nasceu para dar ao brasileiro autonomia…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Integraaliança Investintegraalianca.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 19 contacts → |
“A Integra Invest nasceu da união de 04 profissionais com vasta experiência adquirida nas melhores instituições financeiras: Itaú, Safra, Bradesco e BNP Paribas, que atuavam como…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | RN Investimentosrninvestimentos.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 18 contacts → |
“Mais que especialistas em investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Smarttbotsmarttbot.com HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 18 contacts → |
“A SmarttBot é a primeira fintech brasileira especializada em investimento automatizado na bolsa de valores.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Maclaude Investimentos XP Investimentosmaclaude-invest.com.br HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 17 contacts → |
“A Maclaude é uma assessoria de investimentos credenciada à XP Investimentos, dedicada a oferecer um acompanhamento próximo, técnico e personalizado para clientes que desejam…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Neovalor Investimentosneovalorinvestimentos.com HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 14 contacts → |
“Neovalor Investimentos, o jeito fácil de investir.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Portal DO Investimentoportaldoinvestimento.com.br HQ: Rio De Janeiro, BrazilReported employees: 1-10 | Rio De Janeiro, Brazil | 1-10 | Exact match | 13 contacts → |
“O mercado é dinâmico.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Polyface Investpolyface.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 9 contacts → |
“A Polyface Invest S.A.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Savvy Investmentssavvy.com.br HQ: Rio De Janeiro, BrazilReported employees: 1-10 | Rio De Janeiro, Brazil | 1-10 | Exact match | 9 contacts → |
“Savvy Investments was founded in 2018 to segregate the investment management business from our insurance services practice started in with Savvy Insurance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Apli Investimentosaplinvest.com.br HQ: Joinville, BrazilReported employees: 1-10 | Joinville, Brazil | 1-10 | Exact match | 9 contacts → |
“Aplí (ΑΠΛΉ) é uma palavra de origem grega, que significa "simples".” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 134 company matches
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Automated financial advisor services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
134 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 134 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Automated financial advisor services by metro
Questions about this company list
What does Exact match mean for automated financial advisor services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many automated financial advisor services did RevenueBase find based in Brazil?
The saved snapshot records 134 matching company records, 1,676 tracked contacts and 428 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 automated financial advisor services based in Brazil. Snapshot: November 6, 2026. https://revenuebase.ai/companies/automated-financial-advisor-services/brazil.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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