Company lists · Data refreshed October 2026

Top 25 Client relationship management companies for financial services based in Brazil

Name: Client relationship management companies for financial services based in Brazil
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 9, 2026 78 companies tracked

RevenueBase identified 78 company matches for client relationship management companies for financial services associated with Brazil as of October 2026 and tracks 3,366 professional contacts across them, including 396 with verified work emails. Sao Paulo is the largest hub.

This list covers company matches for client relationship management companies for financial 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 October 9, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 9, 2026 How this list was built

78Companies

3,366Contacts tracked

396Verified emails

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The 25 largest client relationship management companies for financial services based in Brazil

Ranked by team size

Top 25 of 78 company matches for client relationship management companies for financial services based in Brazil, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 9, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Uranet Projetos E Sistemas	Exact match	Sao Paulo, BrazilHQ recorded Oct 9, 2026	5,001-10,000	1,236 contacts →
	Exact match “A Uranet é uma referência no mercado em soluções de relacionamento com o cliente e em projetos que visam vendas de produtos e/ou serviços.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
2	Necton Investimentos	Exact match	Sao Paulo, BrazilHQ recorded Oct 9, 2026	201-500	232 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 · Oct 9, 2026 · View company records in RevenueBase
3	CV CRM	Exact match	Sao Paulo, BrazilHQ recorded Oct 9, 2026	51-200	206 contacts →
	Exact match “Somos o CV CRM, o único CRM 5.0 do mercado imobiliário que atua em toda a jornada do cliente.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
4	Crmall & Prizor	Exact match	Maringá, BrazilHQ recorded Oct 9, 2026	51-200	87 contacts →
	Exact match “O CRMALL possibilita a criação, gerenciamento e segmentação de bases de clientes.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
5	Omnion Marketing DE Relacionamento	Exact match	São Paulo, BrazilHQ recorded Oct 9, 2026	51-200	72 contacts →
	Exact match “Full-service em Marketing de Relacionamento e CRM A Omnion atua na área de marketing de relacionamento e CRM desde 1996, sendo uma das únicas do país com o conceito full-service…” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
6	Petrópolis Invest	Exact match	Petrópolis, BrazilHQ recorded Oct 9, 2026	51-200	66 contacts →
	Exact match “Nascemos em Petrópolis há 10 anos com uma convicção simples: assessoria de investimentos de verdade exige presença, não apenas plataforma.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
7	Nectar	Exact match	Goiânia, BrazilHQ recorded Oct 9, 2026	51-200	66 contacts →
	Exact match “NectarCRM is an innovative company of SaaS, developer of NectarCRM, a solution for customer relationship, focused on the management and acceleration of sales.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
8	Ville Capital XP Investimentos	Exact match	Sao Paulo, BrazilHQ recorded Oct 9, 2026	51-200	55 contacts →
	Exact match “A Ville Capital iniciou as atividades em 2021, com a missão de oferecer soluções inovadoras para clientes de Alta Renda, Private e Empresas.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
9	BLUEZ	Exact match	Sao Paulo, BrazilHQ recorded Oct 9, 2026	11-50	41 contacts →
	Exact match “Cada vez mais, as empresas acumulam dados e precisam gerar leads.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
10	Eximius Investimentos	Exact match	São Paulo, BrazilHQ recorded Oct 9, 2026	n/a	38 contacts →
	Exact match “Um novo conceito em assessoria de investimentos e relacionamento com clientes de alta renda e private.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
11	Auroque Investimentos	Exact match	Porto Alegre, BrazilHQ recorded Oct 9, 2026	11-50	30 contacts →
	Exact match “A Auroque é uma empresa de investimentos credenciada à XP, com sede em Porto Alegre e filial em Gramado.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
12	Start Investimentos	Exact match	Fortaleza, BrazilHQ recorded Oct 9, 2026	11-50	29 contacts →
	Exact match “A Start Investimentos nasceu no final de 2015 com o intuito de trazer para o mercado uma assessoria de investimentos realmente orientada ao cliente, focada em entregar resultados…” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
13	Smark CRM	Exact match	Porto Alegre, BrazilHQ recorded Oct 9, 2026	11-50	28 contacts →
	Exact match “A Smark é uma empresa focada em ajudar seus clientes a alcançarem o sucesso em suas estratégias de venda e relacionamento com o mercado.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
14	Moskit CRM	Exact match	Londrina, BrazilHQ recorded Oct 9, 2026	51-200	24 contacts →
	Exact match “Quando o assunto é aumento das vendas, a adoção de um bom CRM é vital para amplificar resultados.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
15	Angatu Private	Exact match	Sao Paulo, BrazilHQ recorded Oct 9, 2026	11-50	21 contacts →
	Exact match “A ANGATU Formada por executivos especializados na gestão dos clientes private & corporate.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
16	Black Investimentos	Exact match	Porto Alegre, BrazilHQ recorded Oct 9, 2026	11-50	18 contacts →
	Exact match “O Escritório Black é uma empresa de Assessoria de Investimentos credenciada à maior corretora independente da América Latina: XP Investimentos.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
17	Magnet Customer Plataforma DE CRM Para Profissionais DO Mercado Financeiro	Exact match	Sao Paulo, BrazilHQ recorded Oct 9, 2026	11-50	17 contacts →
	Exact match “Unimos o Marketing de relacionamento, o atendimento ao cliente e suas informações em um único lugar.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
18	Skti Soluções EM TI	Exact match	Rio De Janeiro, BrazilHQ recorded Oct 9, 2026	51-200	16 contacts →
	Exact match “Relacionar-se com o cliente de forma personalizada.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
19	caperbrasil.com.br	Exact match	Vitória, BrazilHQ recorded Oct 9, 2026	51-200	15 contacts →
	Exact match “A Caper Brasil é uma organização especializada em gestão de clientes, também conhecida como Customer Relationship Management (CRM).” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
20	Amalfi Capital	Exact match	Salvador, BrazilHQ recorded Oct 9, 2026	1-10	11 contacts →
	Exact match “Amalfi Capital surgiu da união de um grupo de profissionais do mercado financeiro, inconformados com o modelo convencional de banking no Brasil, onde o eixo principal é o produto.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
21	B2 Advisory	Exact match	São Paulo, BrazilHQ recorded Oct 9, 2026	1-10	10 contacts →
	Exact match “A B2 Advisory nasceu com um propósito claro: viabilizar o sonho de nossos clientes, criando estratégias financeiras seguras, transparentes e eficazes para alcançar liberdade…” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
22	Base DE Clientes	Exact match	Curitiba, BrazilHQ recorded Oct 9, 2026	1-10	10 contacts →
	Exact match “Ferramenta de gestão de clientes para empresas que cobram mensalidades.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
23	Astra Capital	Exact match	Sao Paulo, BrazilHQ recorded Oct 9, 2026	11-50	9 contacts →
	Exact match “Na Astra Capital, entendemos que cada cliente é único.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
24	Agrobrasil CRM	Exact match	Foz Do Iguaçu, BrazilHQ recorded Oct 9, 2026	11-50	9 contacts →
	Exact match “O AgroBrasil Crm surge para atender a necessidade de alguns ramos de negócio de possuir ferramentas de relacionamento, administração, acompanhamento, prospecção e controle de…” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
25	Dynamics Investimentos	Exact match	São Paulo, BrazilHQ recorded Oct 9, 2026	1-10	5 contacts →
	Exact match “Assessoria de investimentos vinculada a plataforma XP Investimentos.” Recorded in the RevenueBase company graph · Oct 9, 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 “client relationship management companies for financial 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 78 client relationship management companies for financial services based in Brazil

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Client relationship management companies for financial services based in Brazil at a glance

As of Oct 9, 2026

11.8%Verified-email coverage

43.2Average contacts per company

11-50Median size (employees)

38.5%Largest-city concentration · Sao Paulo

Oct 9, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

5,001-10,000

10001+

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 78 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 “client relationship management companies for financial 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 396 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 October 9, 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.

Client relationship management companies for financial services by metro

Client relationship management companies for financial services in Sao Paulo30

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 “client relationship management companies for financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many client relationship management companies for financial services are there based in Brazil?

RevenueBase identified 78 company matches for client relationship management companies for financial services associated with Brazil as of October 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?

Uranet Projetos E Sistemas tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most client relationship management companies for financial services?

Sao Paulo leads with 30 company records, followed by Campinas (4) and Porto Alegre (4).

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 396 professional contacts with verified work emails tracked across these 78 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 October 9, 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 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.