Company lists · Data refreshed September 2026
Top 25 Corporate financial planning firms based in Brazil
RevenueBase identified 735 company matches for corporate financial planning firms associated with Brazil as of September 2026 and tracks 4,608 professional contacts across them, including 796 with verified work emails. Sao Paulo is the largest hub.
This list covers company matches for corporate financial planning firms 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 September 19, 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 corporate financial planning firms based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 591 contacts → | ||||
Exact match “Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 100 contacts → | ||||
Exact match “Empresa especializada em consultoria financeira estratégica.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 82 contacts → | ||||
Exact match “A RP Capital AAI é uma empresa de assessoria em investimentos credenciada a XP Investimentos, que atende clientes de qualquer parte do mundo.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 79 contacts → | ||||
Exact match “A LECCA é uma tradicional instituição financeira carioca, com quase 40 anos de atuação, que construiu uma sólida reputação no mercado.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 77 contacts → | ||||
Exact match “Na Kaza Capital, transformamos estratégia em resultados.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 59 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 49 contacts → | ||||
Exact match “A Alocc é uma empresa especializada em gestão patrimonial, reconhecida no mercado por sua atuação sólida e responsável.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 48 contacts → | ||||
Exact match “Decisões financeiras precisam de segurança e previsibilidade.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 46 contacts → | ||||
Exact match “Imeri was born to be a financial advisory firm that is guided not only by numbers and data.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 46 contacts → | ||||
Exact match “O Grupo Fractal é um hub de soluções financeiras para você e o seu negócio.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 45 contacts → | ||||
Exact match “Consultoria Empresarial” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 44 contacts → | ||||
Exact match “A Píer Partners é uma butique de serviços financeiros especializada em decisões estratégico-financeiras complexas.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 41 contacts → | ||||
Exact match “Na RV4 Investimentos, transformamos conhecimento técnico em resultados financeiros sólidos.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 33 contacts → | ||||
Exact match “RP Métodos - Assessoria Empresarial Ltda is a contabilidade company based out of Avenida Júlio de Castilhos 44, Porto Alegre, Rio Grande Do Sul, Brazil.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 33 contacts → | ||||
Exact match “Aliá, que em hebraico significa “Ascensão”, tendo como símbolo a fêmea do elefante, animal centenário, forte, que transcende gerações, no mercado financeiro representa clientes…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 29 contacts → | ||||
Exact match “Founded in 2010, Laplace is an independent Financial Advisory and Asset Manager that brings together professionals recognized for their broad experience in successful transactions…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 28 contacts → | ||||
Exact match “A Flap Capital nasce com o objetivo de auxiliar pessoas em manter a estabilidade e crescimento na sua vida patrimonial.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 27 contacts → | ||||
Exact match “A Eterna Capital é um escritório de agentes autônomos credenciado à XP Investimentos, com mais de 10 anos de experiência no mercado financeiro.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 25 contacts → | ||||
Exact match “Atua com foco em fusões e aquisições e finanças corporativas, aliando estratégia e conhecimento na maximização de valor para seus clientes.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 25 contacts → | ||||
Exact match “Somos um escritório especializado em assessoria de investimentos, sediado no coração de Pernambuco, em Recife.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 25 contacts → | ||||
Exact match “Somos um Assessoria Referência em Alta Renda com soluções para PF e PJ.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 23 contacts → | ||||
Exact match “Escolher a Qoros é optar por uma assessoria financeira que coloca seu sucesso em primeiro lugar.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 23 contacts → | ||||
Exact match “Há mais de 10 anos no mercado, a Forttu Investimentos é referência em assessoria de alta performance.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 22 contacts → | ||||
Exact match “A Investment One Partners é uma empresa de assessoria financeira independente, organizada sob um modelo de partnership e formada com o objetivo de prestar serviços exclusivos e…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 21 contacts → | ||||
Exact match “A FBispo surgiu da necessidade de prestar serviços de planejamento financeiro e suporte operacional para atender a demanda de profissionais liberais e do empresariado a fim de…” Recorded in the RevenueBase company graph · Sep 19, 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 “corporate financial planning firms”. 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 735 corporate financial planning firms based in Brazil
See the full list, filter by size, metro and specialty, and access 796 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Corporate financial planning firms based in Brazil at a glance
As of Sep 19, 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 735 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 “corporate financial planning firms” 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 796 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 September 19, 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.
Corporate financial planning firms 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 “corporate financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many corporate financial planning firms are there based in Brazil?
RevenueBase identified 735 company matches for corporate financial planning firms associated with Brazil as of September 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?
Blue3 Investimentos tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most corporate financial planning firms?
Sao Paulo leads with 239 company records, followed by Rio De Janeiro (46) and Belo Horizonte (36).
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 796 professional contacts with verified work emails tracked across these 735 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 September 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 735 corporate financial planning firms based in Brazil. Start with a free account, no credit card.
Download this list →Related lists
Corporate financial planning firms by geography
- Corporate financial planning firms based in Adelaide, Australia
- Corporate financial planning firms based in Brisbane, Australia
- Corporate financial planning firms based in Melbourne, Australia
- Corporate financial planning firms based in Sydney, Australia
- Corporate financial planning firms based in Belo Horizonte, Brazil
- Corporate financial planning firms based in Rio De Janeiro, Brazil
- Corporate financial planning firms based in Sao Paulo, Brazil
- Corporate financial planning firms based in Calgary, Canada
- Corporate financial planning firms based in Edmonton, Canada
- Corporate financial planning firms based in Mississauga, Canada
- Corporate financial planning firms based in Montreal, Canada
- Corporate financial planning firms based in Ottawa, Canada
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
- Corporate financial planning firms based in Adelaide, Australia
- Corporate financial planning firms based in Brisbane, Australia
- Corporate financial planning firms based in Melbourne, Australia
- Corporate financial planning firms based in Sydney, Australia
- Corporate financial planning firms based in Belo Horizonte, Brazil
- Corporate financial planning firms based in Rio De Janeiro, Brazil
Company intelligence · public preview
Top 25 corporate financial planning firms 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 735 matching company records for corporate financial planning firms based in Brazil, with 4,608 tracked contacts and 796 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: September 19, 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 corporate financial planning firms 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 |  Blue3 Investimentosblue3investimentos.com.brHQ: Ribeirão Preto, BrazilReported employees: 501-1,000 | Ribeirão Preto, Brazil | 501-1,000 | Exact match | 591 contacts → |
“Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  CEA Consultoriaceaconsultoria.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 100 contacts → |
“Empresa especializada em consultoria financeira estratégica.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  RP Capital Investimentosrpcapital.com.brHQ: Ribeirão Preto, BrazilReported employees: 51-200 | Ribeirão Preto, Brazil | 51-200 | Exact match | 82 contacts → |
“A RP Capital AAI é uma empresa de assessoria em investimentos credenciada a XP Investimentos, que atende clientes de qualquer parte do mundo.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  LECCAlecca.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 79 contacts → |
“A LECCA é uma tradicional instituição financeira carioca, com quase 40 anos de atuação, que construiu uma sólida reputação no mercado.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Kaza Capitalkazacapital.com.brHQ: Anápolis, BrazilReported employees: 51-200 | Anápolis, Brazil | 51-200 | Exact match | 77 contacts → |
“Na Kaza Capital, transformamos estratégia em resultados.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Ville Capital XP Investimentosvillecapital.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 59 contacts → |
“A Ville Capital iniciou as atividades em 2021, com a missão de oferecer soluções inovadoras para clientes de Alta Renda, Private e Empresas.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Alocc Gestão Patrimonialalocc.com.brHQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 49 contacts → |
“A Alocc é uma empresa especializada em gestão patrimonial, reconhecida no mercado por sua atuação sólida e responsável.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Crescento Consultoria Financeiracrescento.com.brHQ: Juiz De Fora, BrazilReported employees: 11-50 | Juiz De Fora, Brazil | 11-50 | Exact match | 48 contacts → |
“Decisões financeiras precisam de segurança e previsibilidade.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Imeri Capitalimeri.comHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 46 contacts → |
“Imeri was born to be a financial advisory firm that is guided not only by numbers and data.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Grupo Fractalfractalinvestimentos.com.brHQ: Divinópolis, BrazilReported employees: 51-200 | Divinópolis, Brazil | 51-200 | Exact match | 46 contacts → |
“O Grupo Fractal é um hub de soluções financeiras para você e o seu negócio.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Besten Consultoriabesten.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 45 contacts → |
“Consultoria Empresarial” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Píer Partnerspierpartners.com.brHQ: Porto Alegre, BrazilReported employees: 11-50 | Porto Alegre, Brazil | 11-50 | Exact match | 44 contacts → |
“A Píer Partners é uma butique de serviços financeiros especializada em decisões estratégico-financeiras complexas.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Rv4 Investimentosrv4investimentos.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 41 contacts → |
“Na RV4 Investimentos, transformamos conhecimento técnico em resultados financeiros sólidos.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | RP Métodosrpmetodos.com.br HQ: Floresta, BrazilReported employees: 11-50 | Floresta, Brazil | 11-50 | Exact match | 33 contacts → |
“RP Métodos - Assessoria Empresarial Ltda is a contabilidade company based out of Avenida Júlio de Castilhos 44, Porto Alegre, Rio Grande Do Sul, Brazil.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Aliá Investimentosaliainvestimentos.com.br HQ: Goiania, BrazilReported employees: 11-50 | Goiania, Brazil | 11-50 | Exact match | 33 contacts → |
“Aliá, que em hebraico significa “Ascensão”, tendo como símbolo a fêmea do elefante, animal centenário, forte, que transcende gerações, no mercado financeiro representa clientes…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Laplacelaplace.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 29 contacts → |
“Founded in 2010, Laplace is an independent Financial Advisory and Asset Manager that brings together professionals recognized for their broad experience in successful transactions…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Flap Capitalflapcapital.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 28 contacts → |
“A Flap Capital nasce com o objetivo de auxiliar pessoas em manter a estabilidade e crescimento na sua vida patrimonial.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Eterna Capitaleternacapital.com.brHQ: São Caetano Do Sul, BrazilReported employees: 11-50 | São Caetano Do Sul, Brazil | 11-50 | Exact match | 27 contacts → |
“A Eterna Capital é um escritório de agentes autônomos credenciado à XP Investimentos, com mais de 10 anos de experiência no mercado financeiro.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Stonecapitalstonecapital.com.brHQ: Caxias Do Sul, BrazilReported employees: 51-200 | Caxias Do Sul, Brazil | 51-200 | Exact match | 25 contacts → |
“Atua com foco em fusões e aquisições e finanças corporativas, aliando estratégia e conhecimento na maximização de valor para seus clientes.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Marco Zero Investimentosmarcozeroinvestimentos.com.brHQ: Recife, BrazilReported employees: 11-50 | Recife, Brazil | 11-50 | Exact match | 25 contacts → |
“Somos um escritório especializado em assessoria de investimentos, sediado no coração de Pernambuco, em Recife.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  FMB Investimentosfmbinvest.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 25 contacts → |
“Somos um Assessoria Referência em Alta Renda com soluções para PF e PJ.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Qoros Capitalqoroscapital.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 23 contacts → |
“Escolher a Qoros é optar por uma assessoria financeira que coloca seu sucesso em primeiro lugar.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Forttu Investimentosforttu.com.brHQ: Vitória, BrazilReported employees: 11-50 | Vitória, Brazil | 11-50 | Exact match | 23 contacts → |
“Há mais de 10 anos no mercado, a Forttu Investimentos é referência em assessoria de alta performance.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  ONE Partnersonepartners.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 22 contacts → |
“A Investment One Partners é uma empresa de assessoria financeira independente, organizada sob um modelo de partnership e formada com o objetivo de prestar serviços exclusivos e…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Fbispofbispo.com.br HQ: Sp, BrazilReported employees: 11-50 | Sp, Brazil | 11-50 | Exact match | 21 contacts → |
“A FBispo surgiu da necessidade de prestar serviços de planejamento financeiro e suporte operacional para atender a demanda de profissionais liberais e do empresariado a fim de…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 735 company matches
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Corporate financial planning firms: dataset insights
September 19, 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
731 records in the displayed employee bands.
4 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 735 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: September 19, 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 ↗
Corporate financial planning firms by metro
Questions about this company list
What does Exact match mean for corporate financial planning firms?
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 corporate financial planning firms did RevenueBase find based in Brazil?
The saved snapshot records 735 matching company records, 4,608 tracked contacts and 796 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: September 19, 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
Corporate financial planning firms by geography
- Corporate financial planning firms based in Adelaide, Australia
- Corporate financial planning firms based in Brisbane, Australia
- Corporate financial planning firms based in Melbourne, Australia
- Corporate financial planning firms based in Sydney, Australia
- Corporate financial planning firms based in Belo Horizonte, Brazil
- Corporate financial planning firms based in Rio De Janeiro, Brazil
- Corporate financial planning firms based in Sao Paulo, Brazil
- Corporate financial planning firms based in Calgary, Canada
- Corporate financial planning firms based in Edmonton, Canada
- Corporate financial planning firms based in Mississauga, Canada
- Corporate financial planning firms based in Montreal, Canada
- Corporate financial planning firms based in Ottawa, Canada
Cite this list
RevenueBase Data Team. Top 25 corporate financial planning firms based in Brazil. Snapshot: September 19, 2026. https://revenuebase.ai/companies/corporate-financial-planning-firms/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
- Corporate financial planning firms based in Adelaide, Australia
- Corporate financial planning firms based in Brisbane, Australia
- Corporate financial planning firms based in Melbourne, Australia
- Corporate financial planning firms based in Sydney, Australia
- Corporate financial planning firms based in Belo Horizonte, Brazil
- Corporate financial planning firms based in Rio De Janeiro, Brazil
Company intelligence · public preview
Top 25 corporate financial planning firms based in Brazil
RevenueBase records 735 matching company records for corporate financial planning firms based in Brazil, with 4,608 tracked contacts and 796 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: September 19, 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 corporate financial planning firms 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 | Blue3 Investimentosblue3investimentos.com.br HQ: Ribeirão Preto, BrazilReported employees: 501-1,000 | Ribeirão Preto, Brazil | 501-1,000 | Exact match | 591 contacts → |
“Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | CEA Consultoriaceaconsultoria.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 100 contacts → |
“Empresa especializada em consultoria financeira estratégica.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | RP Capital Investimentosrpcapital.com.br HQ: Ribeirão Preto, BrazilReported employees: 51-200 | Ribeirão Preto, Brazil | 51-200 | Exact match | 82 contacts → |
“A RP Capital AAI é uma empresa de assessoria em investimentos credenciada a XP Investimentos, que atende clientes de qualquer parte do mundo.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | LECCAlecca.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 79 contacts → |
“A LECCA é uma tradicional instituição financeira carioca, com quase 40 anos de atuação, que construiu uma sólida reputação no mercado.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Kaza Capitalkazacapital.com.br HQ: Anápolis, BrazilReported employees: 51-200 | Anápolis, Brazil | 51-200 | Exact match | 77 contacts → |
“Na Kaza Capital, transformamos estratégia em resultados.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Ville Capital XP Investimentosvillecapital.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 59 contacts → |
“A Ville Capital iniciou as atividades em 2021, com a missão de oferecer soluções inovadoras para clientes de Alta Renda, Private e Empresas.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Alocc Gestão Patrimonialalocc.com.br HQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 49 contacts → |
“A Alocc é uma empresa especializada em gestão patrimonial, reconhecida no mercado por sua atuação sólida e responsável.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Crescento Consultoria Financeiracrescento.com.br HQ: Juiz De Fora, BrazilReported employees: 11-50 | Juiz De Fora, Brazil | 11-50 | Exact match | 48 contacts → |
“Decisões financeiras precisam de segurança e previsibilidade.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Imeri Capitalimeri.com HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 46 contacts → |
“Imeri was born to be a financial advisory firm that is guided not only by numbers and data.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Grupo Fractalfractalinvestimentos.com.br HQ: Divinópolis, BrazilReported employees: 51-200 | Divinópolis, Brazil | 51-200 | Exact match | 46 contacts → |
“O Grupo Fractal é um hub de soluções financeiras para você e o seu negócio.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Besten Consultoriabesten.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 45 contacts → |
“Consultoria Empresarial” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Píer Partnerspierpartners.com.br HQ: Porto Alegre, BrazilReported employees: 11-50 | Porto Alegre, Brazil | 11-50 | Exact match | 44 contacts → |
“A Píer Partners é uma butique de serviços financeiros especializada em decisões estratégico-financeiras complexas.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Rv4 Investimentosrv4investimentos.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 41 contacts → |
“Na RV4 Investimentos, transformamos conhecimento técnico em resultados financeiros sólidos.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | RP Métodosrpmetodos.com.br HQ: Floresta, BrazilReported employees: 11-50 | Floresta, Brazil | 11-50 | Exact match | 33 contacts → |
“RP Métodos - Assessoria Empresarial Ltda is a contabilidade company based out of Avenida Júlio de Castilhos 44, Porto Alegre, Rio Grande Do Sul, Brazil.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Aliá Investimentosaliainvestimentos.com.br HQ: Goiania, BrazilReported employees: 11-50 | Goiania, Brazil | 11-50 | Exact match | 33 contacts → |
“Aliá, que em hebraico significa “Ascensão”, tendo como símbolo a fêmea do elefante, animal centenário, forte, que transcende gerações, no mercado financeiro representa clientes…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Laplacelaplace.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 29 contacts → |
“Founded in 2010, Laplace is an independent Financial Advisory and Asset Manager that brings together professionals recognized for their broad experience in successful transactions…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Flap Capitalflapcapital.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 28 contacts → |
“A Flap Capital nasce com o objetivo de auxiliar pessoas em manter a estabilidade e crescimento na sua vida patrimonial.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Eterna Capitaleternacapital.com.br HQ: São Caetano Do Sul, BrazilReported employees: 11-50 | São Caetano Do Sul, Brazil | 11-50 | Exact match | 27 contacts → |
“A Eterna Capital é um escritório de agentes autônomos credenciado à XP Investimentos, com mais de 10 anos de experiência no mercado financeiro.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Stonecapitalstonecapital.com.br HQ: Caxias Do Sul, BrazilReported employees: 51-200 | Caxias Do Sul, Brazil | 51-200 | Exact match | 25 contacts → |
“Atua com foco em fusões e aquisições e finanças corporativas, aliando estratégia e conhecimento na maximização de valor para seus clientes.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Marco Zero Investimentosmarcozeroinvestimentos.com.br HQ: Recife, BrazilReported employees: 11-50 | Recife, Brazil | 11-50 | Exact match | 25 contacts → |
“Somos um escritório especializado em assessoria de investimentos, sediado no coração de Pernambuco, em Recife.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | FMB Investimentosfmbinvest.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 25 contacts → |
“Somos um Assessoria Referência em Alta Renda com soluções para PF e PJ.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Qoros Capitalqoroscapital.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 23 contacts → |
“Escolher a Qoros é optar por uma assessoria financeira que coloca seu sucesso em primeiro lugar.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Forttu Investimentosforttu.com.br HQ: Vitória, BrazilReported employees: 11-50 | Vitória, Brazil | 11-50 | Exact match | 23 contacts → |
“Há mais de 10 anos no mercado, a Forttu Investimentos é referência em assessoria de alta performance.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | ONE Partnersonepartners.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 22 contacts → |
“A Investment One Partners é uma empresa de assessoria financeira independente, organizada sob um modelo de partnership e formada com o objetivo de prestar serviços exclusivos e…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Fbispofbispo.com.br HQ: Sp, BrazilReported employees: 11-50 | Sp, Brazil | 11-50 | Exact match | 21 contacts → |
“A FBispo surgiu da necessidade de prestar serviços de planejamento financeiro e suporte operacional para atender a demanda de profissionais liberais e do empresariado a fim de…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 735 company matches
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Corporate financial planning firms: dataset insights
September 19, 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
731 records in the displayed employee bands.
4 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 735 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: September 19, 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 ↗
Corporate financial planning firms by metro
Questions about this company list
What does Exact match mean for corporate financial planning firms?
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 corporate financial planning firms did RevenueBase find based in Brazil?
The saved snapshot records 735 matching company records, 4,608 tracked contacts and 796 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: September 19, 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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Corporate financial planning firms by geography
- Corporate financial planning firms based in Adelaide, Australia
- Corporate financial planning firms based in Brisbane, Australia
- Corporate financial planning firms based in Melbourne, Australia
- Corporate financial planning firms based in Sydney, Australia
- Corporate financial planning firms based in Belo Horizonte, Brazil
- Corporate financial planning firms based in Rio De Janeiro, Brazil
- Corporate financial planning firms based in Sao Paulo, Brazil
- Corporate financial planning firms based in Calgary, Canada
- Corporate financial planning firms based in Edmonton, Canada
- Corporate financial planning firms based in Mississauga, Canada
- Corporate financial planning firms based in Montreal, Canada
- Corporate financial planning firms based in Ottawa, Canada
Cite this list
RevenueBase Data Team. Top 25 corporate financial planning firms based in Brazil. Snapshot: September 19, 2026. https://revenuebase.ai/companies/corporate-financial-planning-firms/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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