Company lists · Data refreshed September 2026

Top 25 Customer financial services based in Brazil

RevenueBase identified 149 company matches for customer financial services associated with Brazil as of September 2026 and tracks 22,398 professional contacts across them, including 5,316 with verified work emails. Sao Paulo is the largest hub.

This list covers company matches for customer 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 September 16, 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 Sep 16, 2026 How this list was built
149Companies
22,398Contacts tracked
5,316Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest customer financial services based in Brazil

Ranked by team size
Top 25 of 149 company matches for customer financial services based in Brazil, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSao Paulo, BrazilHQ recorded Sep 16, 202610001+10,838 contacts →

Exact match

“Somos referência em investimentos.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2Exact matchSão Paulo, BrazilHQ recorded Sep 16, 20261,001-5,0004,707 contacts →

Exact match

“Itaú BBA is Latin America's largest corporate investment bank and its part of the Itaú Unibanco group, one of the largest financial conglomerates in the world.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3Exact matchSão Paulo, BrazilHQ recorded Sep 16, 20261,001-5,0001,746 contacts →

Exact match

“Com mais de 35 anos de atuação no país, o ABC Brasil (ABCB4) faz parte da operação do Arab Bank Corporation, instituição financeira presente em 25 mercados.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4Exact matchSao Paulo, BrazilHQ recorded Sep 16, 2026501-1,000882 contacts →

Exact match

“Fundado em 1961, somos uma das instituições financeiras mais tradicionais do Brasil.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5Exact matchSao Paulo, BrazilHQ recorded Sep 16, 20265,001-10,000812 contacts →

Exact match

“Resultado da união estratégica entre o Banco do Brasil e a MAPFRE Seguros, o GRUPO SEGURADOR BANCO DO BRASIL E MAPFRE é o maior nos ramos em que atua, com mais de 6 mil…”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6Exact matchRibeirão Preto, BrazilHQ recorded Sep 16, 2026501-1,000591 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 16, 2026 · View company records in RevenueBase
7Exact matchLajeado, BrazilHQ recorded Sep 16, 2026501-1,000313 contacts →

Exact match

“Sicredi Integracao Rs/Mg is a financial services company based out of Avenida Pirai, 97, Lajeado, Rs, Brazil.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8Exact matchSão Paulo, BrazilHQ recorded Sep 16, 2026201-500181 contacts →

Exact match

“Com uma veia empreendedora e um histórico no mercado acionário brasileiro oriunda desde 1989, a Criteria foi fundada em 2014 buscando aprimorar o serviço de rentabilização e…”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9Exact matchSao Paulo, BrazilHQ recorded Sep 16, 2026201-500126 contacts →

Exact match

“Athena Group is a financial services company”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10Exact matchAraxá, BrazilHQ recorded Sep 16, 202611-5088 contacts →

Exact match

“Criada para atender às necessidades financeiras dos seus clientes de forma confiável e descomplicada, a Zema Financeira é o braço financeiro do Grupo Zema, um dos grupos…”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11Exact matchSão Paulo, BrazilHQ recorded Sep 16, 202651-20079 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 16, 2026 · View company records in RevenueBase
12Exact matchAnápolis, BrazilHQ recorded Sep 16, 202651-20077 contacts →

Exact match

“Na Kaza Capital, transformamos estratégia em resultados.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13Exact matchFortaleza, BrazilHQ recorded Sep 16, 202651-20053 contacts →

Exact match

“A Aplix é um grupo de empresas da área financeira que atua no Mercado de Investimentos, Wealth Management, Finanças Corporativas e Seguros.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14Exact matchSão Paulo, BrazilHQ recorded Sep 16, 2026n/a50 contacts →

Exact match

“Investments”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15Exact matchItajai, BrazilHQ recorded Sep 16, 202651-20038 contacts →

Exact match

“A Bull Investimentos é um escritório credenciado à XP Investimentos e referência no mercado financeiro brasileiro.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16Exact matchSão Paulo, BrazilHQ recorded Sep 16, 202611-5034 contacts →

Exact match

“We are an experienced and independent team with over 25 years dedicated to credit, investment, and financial solutions.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17Exact matchBelo Horizonte, BrazilHQ recorded Sep 16, 202611-5034 contacts →

Exact match

“Tambasa Financeira: nosso compromisso é apoiar você e sua empresa.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18Exact matchCapelinha, BrazilHQ recorded Sep 16, 2026201-50025 contacts →

Exact match

“Sicoob Credijequitinhonha is a financial services company based out of R Sao Vicente, 63, Capelinha, Minas Gerais, Brazil.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19Exact matchSão Paulo, BrazilHQ recorded Sep 16, 202611-5019 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 · Sep 16, 2026 · View company records in RevenueBase
20Exact matchCuritiba, BrazilHQ recorded Sep 16, 202611-5019 contacts →

Exact match

“Oferecemos serviços completos em investimentos, seguros, soluções corporativas e planejamento patrimonial com benefícios do curto ao longo prazo.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21Exact matchCuritiba, BrazilHQ recorded Sep 16, 202611-5019 contacts →

Exact match

“Phi: uma marca de Excelência Grupo empresarial curitibano fundado em 2010, focado em soluções financeiras personalizadas e reconhecido por sua excelência no atendimento e solidez…”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22Exact matchSao Paulo, BrazilHQ recorded Sep 16, 202651-20019 contacts →

Exact match

“Nosso foco é proporcionar uma nova maneira de gerenciar o patrimônio dos nossos clientes com vários produtos, serviços e vantagens no mercado financeiro.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23Exact matchSão Paulo, BrazilHQ recorded Sep 16, 202611-5018 contacts →

Exact match

“A OBB Capital é uma holding de serviços financeiros focada em buscar as melhores soluções de negócios e investimentos para seus clientes.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24Exact matchGoiania, BrazilHQ recorded Sep 16, 202611-5018 contacts →

Exact match

“Sicoob Credseguro is a financial services company based out of R C-139, 1087, Goiania, Go, Brazil.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
25Exact matchSão Paulo, BrazilHQ recorded Sep 16, 202611-5017 contacts →

Exact match

“Escritório e AAI credenciado à XP Investimentos M2M Investimentos: Excelência e Confiança em Assessoria Financeira A M2M Investimentos, assessoria de investimentos de alta…”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase

Showing 25 of 149 customer financial services based in Brazil

See the full list, filter by size, metro and specialty, and access 5,316 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Customer financial services based in Brazil at a glance

As of Sep 16, 2026
23.7%Verified-email coverage
150.3Average contacts per company
1-10Median size (employees)
25.5%Largest-city concentration · Sao Paulo
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
81
11-50
28
51-200
22
201-500
7
501-1,000
4
1,001-5,000
2
5,001-10,000
2
10001+
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 149 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 “customer 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 5,316 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 16, 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.

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 “customer financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many customer financial services are there based in Brazil?

RevenueBase identified 149 company matches for customer financial services 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?

SAFRA tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most customer financial services?

Sao Paulo leads with 38 company records, followed by Belo Horizonte (8) and Curitiba (8).

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 5,316 professional contacts with verified work emails tracked across these 149 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 16, 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.