Company lists · Data refreshed September 2026

Top 25 Customer financial services based in Brazil

Name: Customer financial services based in Brazil
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 149 companies tracked

RevenueBase identified 149 customer financial services headquartered in 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 customer financial services 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 16, 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 16, 2026 86% judged on-target in blind review

149Companies

22,398Contacts tracked

5,316Verified emails

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The 25 largest customer financial services based in Brazil

Ranked by team size

Top 25 of 149 customer financial services based in Brazil, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to customer financial services: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	SAFRA	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 16, 2026	10001+	10,838 contacts →
	Indirect evidence “Somos referência em investimentos.” Source: RevenueBase Database · checked Sep 16, 2026
2	Itau BBA	Partial evidence	São Paulo, BrazilHQ checked Sep 16, 2026	1,001-5,000	4,707 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 16, 2026
3	Banco ABC Brasil	Indirect evidence	São Paulo, BrazilHQ checked Sep 16, 2026	1,001-5,000	1,746 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 16, 2026
4	Banco Sofisa S A	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 16, 2026	501-1,000	882 contacts →
	Indirect evidence “Fundado em 1961, somos uma das instituições financeiras mais tradicionais do Brasil.” Source: RevenueBase Database · checked Sep 16, 2026
5	Grupo Segurador Banco DO Brasil E Mapfre	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 16, 2026	5,001-10,000	812 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
6	Blue3 Investimentos	Indirect evidence	Ribeirão Preto, BrazilHQ checked Sep 16, 2026	501-1,000	591 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
7	Sicredi Integração RS MG	Partial evidence	Lajeado, BrazilHQ checked Sep 16, 2026	501-1,000	313 contacts →
	Partial evidence “Sicredi Integracao Rs/Mg is a financial services company based out of Avenida Pirai, 97, Lajeado, Rs, Brazil.” Source: RevenueBase Database · checked Sep 16, 2026
8	Criteria Financial Group	Indirect evidence	São Paulo, BrazilHQ checked Sep 16, 2026	201-500	181 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
9	Grupo Athena	Partial evidence	Sao Paulo, BrazilHQ checked Sep 16, 2026	201-500	126 contacts →
	Partial evidence “Athena Group is a financial services company” Source: RevenueBase Database · checked Sep 16, 2026
10	Zema Financeira	Indirect evidence	Araxá, BrazilHQ checked Sep 16, 2026	11-50	88 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
11	LECCA	Indirect evidence	São Paulo, BrazilHQ checked Sep 16, 2026	51-200	79 contacts →
	Indirect evidence “A LECCA é uma tradicional instituição financeira carioca, com quase 40 anos de atuação, que construiu uma sólida reputação no mercado.” Source: RevenueBase Database · checked Sep 16, 2026
12	Kaza Capital	Indirect evidence	Anápolis, BrazilHQ checked Sep 16, 2026	51-200	77 contacts →
	Indirect evidence “Na Kaza Capital, transformamos estratégia em resultados.” Source: RevenueBase Database · checked Sep 16, 2026
13	Aplix Capital	Indirect evidence	Fortaleza, BrazilHQ checked Sep 16, 2026	51-200	53 contacts →
	Indirect evidence “A Aplix é um grupo de empresas da área financeira que atua no Mercado de Investimentos, Wealth Management, Finanças Corporativas e Seguros.” Source: RevenueBase Database · checked Sep 16, 2026
14	DDS	Indirect evidence	São Paulo, BrazilHQ checked Sep 16, 2026	n/a	50 contacts →
	Indirect evidence “Investments” Source: RevenueBase Database · checked Sep 16, 2026
15	Bull Investimentos	Indirect evidence	Itajai, BrazilHQ checked Sep 16, 2026	51-200	38 contacts →
	Indirect evidence “A Bull Investimentos é um escritório credenciado à XP Investimentos e referência no mercado financeiro brasileiro.” Source: RevenueBase Database · checked Sep 16, 2026
16	Direta Capital	Partial evidence	São Paulo, BrazilHQ checked Sep 16, 2026	11-50	34 contacts →
	Partial evidence “We are an experienced and independent team with over 25 years dedicated to credit, investment, and financial solutions.” Source: RevenueBase Database · checked Sep 16, 2026
17	Tambasa Financeira	Indirect evidence	Belo Horizonte, BrazilHQ checked Sep 16, 2026	11-50	34 contacts →
	Indirect evidence “Tambasa Financeira: nosso compromisso é apoiar você e sua empresa.” Source: RevenueBase Database · checked Sep 16, 2026
18	Sicoob Credijequitinhonha	Partial evidence	Capelinha, BrazilHQ checked Sep 16, 2026	201-500	25 contacts →
	Partial evidence “Sicoob Credijequitinhonha is a financial services company based out of R Sao Vicente, 63, Capelinha, Minas Gerais, Brazil.” Source: RevenueBase Database · checked Sep 16, 2026
19	Integraaliança Invest	Indirect evidence	São Paulo, BrazilHQ checked Sep 16, 2026	11-50	19 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
20	Libra Capital	Indirect evidence	Curitiba, BrazilHQ checked Sep 16, 2026	11-50	19 contacts →
	Indirect evidence “Oferecemos serviços completos em investimentos, seguros, soluções corporativas e planejamento patrimonial com benefícios do curto ao longo prazo.” Source: RevenueBase Database · checked Sep 16, 2026
21	PHI	Indirect evidence	Curitiba, BrazilHQ checked Sep 16, 2026	11-50	19 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
22	Naskar	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 16, 2026	51-200	19 contacts →
	Indirect evidence “Nosso foco é proporcionar uma nova maneira de gerenciar o patrimônio dos nossos clientes com vários produtos, serviços e vantagens no mercado financeiro.” Source: RevenueBase Database · checked Sep 16, 2026
23	OBB Capital	Indirect evidence	São Paulo, BrazilHQ checked Sep 16, 2026	11-50	18 contacts →
	Indirect evidence “A OBB Capital é uma holding de serviços financeiros focada em buscar as melhores soluções de negócios e investimentos para seus clientes.” Source: RevenueBase Database · checked Sep 16, 2026
24	Sicoob Credseguro	Partial evidence	Goiania, BrazilHQ checked Sep 16, 2026	11-50	18 contacts →
	Partial evidence “Sicoob Credseguro is a financial services company based out of R C-139, 1087, Goiania, Go, Brazil.” Source: RevenueBase Database · checked Sep 16, 2026
25	M2m Investimentos	Indirect evidence	São Paulo, BrazilHQ checked Sep 16, 2026	11-50	17 contacts →
	Indirect evidence “Escritório e AAI credenciado à XP Investimentos M2M Investimentos: Excelência e Confiança em Assessoria Financeira A M2M Investimentos, assessoria de investimentos de alta…” Source: RevenueBase Database · checked Sep 16, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: customer financial services. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names customer financial services.
Partial evidence: Its own public description names part of customer financial services, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name customer financial services. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 149 customer financial services based in Brazil

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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

11-50

51-200

201-500

501-1,000

1,001-5,000

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 149 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 customer financial services, 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 “customer financial services”. 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 customer financial services), 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 customer financial services, 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, 5,316 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 16, 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.

Customer financial services by metro

Customer financial services in Sao Paulo38

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 customer financial services, 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 customer financial services are there based in Brazil?

RevenueBase identified 149 customer financial services 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?

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

Which city has the most customer financial services?

Sao Paulo leads with 38 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 5,316 verified decision-maker contacts tracked across these 149 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 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 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.