Company lists · Data refreshed September 2026

Top 25 Automated investment management platforms based in Brazil

RevenueBase identified 137 automated investment management platforms headquartered in Brazil as of September 2026 and tracks 1,743 professional contacts across them, including 485 with verified work emails. Sao Paulo is the largest hub.

This list covers automated investment management platforms 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 27, 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 27, 2026 86% judged on-target in blind review
137Companies
1,743Contacts tracked
485Verified emails
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The 25 largest automated investment management platforms based in Brazil

Ranked by team size
Top 25 of 137 automated investment management platforms based in Brazil, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to automated investment management platforms: 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 27, 2026201-500221 contacts →

Indirect evidence

“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.”

Source: RevenueBase Database · checked Sep 27, 2026
2Indirect evidenceSão Paulo, BrazilHQ checked Sep 27, 2026201-500157 contacts →

Indirect evidence

“Escolher um bom caminho é tão importante quanto saber aonde se quer chegar.”

Source: RevenueBase Database · checked Sep 27, 2026
3Strong evidenceSão Paulo, BrazilHQ checked Sep 27, 202651-20097 contacts →

Strong evidence

“From emerging firms to large-scale operators, BRITech delivers a single source of truth for investment management, with the precision, depth, and flexibility each business needs…”

Source: RevenueBase Database · checked Sep 27, 2026
4Indirect evidenceSao Paulo, BrazilHQ checked Sep 27, 202651-20090 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
5Indirect evidenceSão Luís, BrazilHQ checked Sep 27, 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 27, 2026
6Indirect evidenceSao Paulo, BrazilHQ checked Sep 27, 202611-5048 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 27, 2026
7Indirect evidenceSão Paulo, BrazilHQ checked Sep 27, 202651-20048 contacts →

Indirect evidence

“Os outros falam sobre investimentos, nós falamos sobre: VOCÊ.”

Source: RevenueBase Database · checked Sep 27, 2026
8Indirect evidenceSao Paulo, BrazilHQ checked Sep 27, 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 27, 2026
9Indirect evidenceSão Paulo, BrazilHQ checked Sep 27, 202611-5046 contacts →

Indirect evidence

“Na Constância Investimentos, somos pioneiros no uso de estratégias sistemáticas no Brasil, oferecendo uma abordagem inovadora e baseada em dados para a gestão de investimentos.”

Source: RevenueBase Database · checked Sep 27, 2026
10Indirect evidenceSao Paulo, BrazilHQ checked Sep 27, 202651-20043 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 27, 2026
11Indirect evidenceCuritiba, BrazilHQ checked Sep 27, 202651-20041 contacts →

Indirect evidence

“Somos a InvestFlow Investimentos!”

Source: RevenueBase Database · checked Sep 27, 2026
12Indirect evidenceNiterói, BrazilHQ checked Sep 27, 202611-5034 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 27, 2026
13Indirect evidenceSao Paulo, BrazilHQ checked Sep 27, 202611-5023 contacts →

Indirect evidence

“Conectamos planejadores financeiros com clientes usando tecnologia.”

Source: RevenueBase Database · checked Sep 27, 2026
14Indirect evidenceNiterói, BrazilHQ checked Sep 27, 202611-5023 contacts →

Indirect evidence

“Liberdade, Fraternidade e Rentabilidade.”

Source: RevenueBase Database · checked Sep 27, 2026
15Indirect evidenceSão Paulo, BrazilHQ checked Sep 27, 202611-5022 contacts →

Indirect evidence

“A Hold Investimentos oferece soluções personalizadas em investimentos aos seus clientes, analisando o perfil de cada investidor e oferecendo produtos que estejam de acordo com…”

Source: RevenueBase Database · checked Sep 27, 2026
16Partial evidenceBelo Horizonte, BrazilHQ checked Sep 27, 202611-5019 contacts →

Partial evidence

“A SmarttBot é a primeira fintech brasileira especializada em investimento automatizado na bolsa de valores.”

Source: RevenueBase Database · checked Sep 27, 2026
17Indirect evidenceSão Paulo, BrazilHQ checked Sep 27, 202611-5018 contacts →

Indirect evidence

“Mais que especialistas em investimentos.”

Source: RevenueBase Database · checked Sep 27, 2026
18Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 27, 202611-5018 contacts →

Indirect evidence

“Escritório de investimento focado em orientar as pessoas a investirem melhor de acordo com o perfil de cada um.”

Source: RevenueBase Database · checked Sep 27, 2026
19Indirect evidenceSao Paulo, BrazilHQ checked Sep 27, 20261-1016 contacts →

Indirect evidence

“Você no Centro de Tudo!”

Source: RevenueBase Database · checked Sep 27, 2026
20Indirect evidenceSao Paulo, BrazilHQ checked Sep 27, 2026201-50016 contacts →

Indirect evidence

“A gente nunca pensou que a quantidade de informação seria um obstáculo para escolher como investir.”

Source: RevenueBase Database · checked Sep 27, 2026
21Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 27, 20261-1014 contacts →

Indirect evidence

“O mercado é dinâmico.”

Source: RevenueBase Database · checked Sep 27, 2026
22Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 27, 202611-5014 contacts →

Indirect evidence

“A Assessoria ao Quadrado se destaca como uma empresa de assessoria de investimentos, oferecendo soluções personalizadas centradas no cliente e destacando-se por sua abordagem ágil.”

Source: RevenueBase Database · checked Sep 27, 2026
23Partial evidenceBelo Horizonte, BrazilHQ checked Sep 27, 20261-1013 contacts →

Partial evidence

“Inkryptus was founded in 2016 with the mission to transform access to cryptocurrency investments through innovation, security, and transparency.”

Source: RevenueBase Database · checked Sep 27, 2026
24Indirect evidenceSão Paulo, BrazilHQ checked Sep 27, 202611-5011 contacts →

Indirect evidence

“A Reinvent é uma plataforma de IA para escritórios de investimento e instituições financeiras que querem escalar o atendimento com personalização.”

Source: RevenueBase Database · checked Sep 27, 2026
25Indirect evidenceSão Paulo, BrazilHQ checked Sep 27, 20261-109 contacts →

Indirect evidence

“Nossa abordagem na gestão de patrimônio combina tecnologia avançada, desenhada sob medida para cada cliente, garantindo alocação de ativos eficiente, baixo custo, e sintonia com…”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 25 of 137 automated investment management platforms based in Brazil

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Automated investment management platforms based in Brazil at a glance

As of Sep 27, 2026
27.8%Verified-email coverage
12.7Average contacts per company
1-10Median size (employees)
40.1%Largest-city concentration · Sao Paulo
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
80
11-50
43
51-200
11
201-500
3

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 137 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 automated investment management platforms, 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 “automated investment management platforms”. 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 automated investment management platforms), 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 automated investment management platforms, 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, 485 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 27, 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.

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 automated investment management platforms, 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 automated investment management platforms are there based in Brazil?

RevenueBase identified 137 automated investment management platforms 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?

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

Which city has the most automated investment management platforms?

Sao Paulo leads with 55 headquartered companies, followed by Rio De Janeiro (15) and Belo Horizonte (6).

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 485 verified decision-maker contacts tracked across these 137 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 27, 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.