Company lists · Data refreshed November 2026

Top 13 Digital wealth advisors based in Rio De Janeiro, Brazil

RevenueBase identified 39 company matches for digital wealth advisors associated with Rio De Janeiro, Brazil as of November 2026 and tracks 2,415 professional contacts across them, including 285 with verified work emails. Across Brazil, Sao Paulo is the largest hub for this category (133 companies); Rio De Janeiro follows with 39.

This list covers company matches for digital wealth advisors associated with Rio De Janeiro, 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 November 6, 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 Nov 6, 2026 How this list was built
39Companies
2,415Contacts tracked
285Verified emails
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The 13 largest digital wealth advisors based in Rio De Janeiro, Brazil

Ranked by team size
Top 13 of 39 company matches for digital wealth advisors based in Rio De Janeiro, Brazil, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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 matchRio De Janeiro, BrazilHQ recorded Nov 6, 202651-20048 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 · Nov 6, 2026 · View company records in RevenueBase
2Exact matchRio De Janeiro, BrazilHQ recorded Nov 6, 202611-5022 contacts →

Exact match

“A WAY Assessores de Investimentos, fundada em 2008, é uma empresa de assessoria de investimentos, consolidada com mais de 1.900 clientes ativos e R$2 bilhões sob assessoria na XP…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchRio De Janeiro, BrazilHQ recorded Nov 6, 202611-5021 contacts →

Exact match

“Nascemos do desejo de fazer a diferença no mercado financeiro.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchRio De Janeiro, BrazilHQ recorded Nov 6, 202611-5017 contacts →

Exact match

“A Maclaude é uma assessoria de investimentos credenciada à XP Investimentos, dedicada a oferecer um acompanhamento próximo, técnico e personalizado para clientes que desejam…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchRio De Janeiro, BrazilHQ recorded Nov 6, 202611-5016 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchRio De Janeiro, BrazilHQ recorded Nov 6, 202611-5014 contacts →

Exact match

“Rota" is a metaphor for environment of investment.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchRio De Janeiro, BrazilHQ recorded Nov 6, 20261-1013 contacts →

Exact match

“O mercado é dinâmico.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchRio De Janeiro, BrazilHQ recorded Nov 6, 202611-5013 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchRio De Janeiro, BrazilHQ recorded Nov 6, 202611-5012 contacts →

Exact match

“Fundado em 2023 e credenciado pela XP, nosso escritório de investimentos se dedica a oferecer soluções financeiras personalizadas e de alta qualidade para nossos clientes.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchRio De Janeiro, BrazilHQ recorded Nov 6, 20261-109 contacts →

Exact match

“Savvy Investments was founded in 2018 to segregate the investment management business from our insurance services practice started in with Savvy Insurance.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchRio De Janeiro, BrazilHQ recorded Nov 6, 20261-105 contacts →

Exact match

“Assessoria de Investimentos”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchRio De Janeiro, BrazilHQ recorded Nov 6, 20261-102 contacts →

Exact match

“Have you ever thought about investing in stocks, cryptocurrencies, ETFs, tokens, NFTs, and more, all fearlessly in one single place and in a Leve way?”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchRio De Janeiro, BrazilHQ recorded Nov 6, 20261-101 contacts →

Exact match

“O nosso propósito é cuidar da saúde financeira de nossos clientes, com transparência, ética, respeito e segurança em tudo que fazemos, facilitando o acesso aos melhores…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 13 of 39 digital wealth advisors based in Rio De Janeiro, Brazil

See the full list, filter by size, metro and specialty, and access 285 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Digital wealth advisors based in Rio De Janeiro, Brazil at a glance

As of Nov 6, 2026
11.8%Verified-email coverage
61.9Average contacts per company
11-50Median size (employees)
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
16
11-50
19
51-200
2
501-1,000
1
1,001-5,000
1

Email recency for this list is measured across the whole Brazil list rather than for Rio De Janeiro, so it is reported there. Company counts and contact totals on this page are exact for Rio De Janeiro, over 39 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 Rio De Janeiro, Brazil whose business descriptions match “digital wealth advisors” 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 285 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 November 6, 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.

Digital wealth advisors by metro in Brazil

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 “digital wealth advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many digital wealth advisors are there based in Rio De Janeiro, Brazil?

RevenueBase identified 39 company matches for digital wealth advisors associated with Rio De Janeiro, Brazil as of November 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?

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

Which city in Brazil has the most digital wealth advisors?

Sao Paulo leads Brazil with 133 company records, followed by Rio De Janeiro (39) and Porto Alegre (16).

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 285 professional contacts with verified work emails tracked across these 39 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 November 6, 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.