Company lists · Data refreshed September 2026
Top 25 Digital wealth management companies based in Brazil
RevenueBase identified 236 company matches for digital wealth management companies associated with Brazil as of September 2026 and tracks 5,939 professional contacts across them, including 1,173 with verified work emails. Sao Paulo is the largest hub.
This list covers company matches for digital wealth management companies 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 15, 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 digital wealth management companies based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 425 contacts → | ||||
Exact match “Surgimos para proporcionar aos brasileiros uma forma de investir que é transparente, sem conflito de interesses.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 2 | 284 contacts → | ||||
Exact match “O Banco Modal foi fundado em 1996 como um banco de investimentos.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 3 | 221 contacts → | ||||
Exact match “Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 4 | 170 contacts → | ||||
Exact match “Criada em 2011, a Rico é uma corretora de investimentos 100% online e voltada à pessoa física.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 5 | 167 contacts → | ||||
Exact match “A EWZ Capital é um dos maiores escritórios de assessoria de investimentos do país, atuando como assessoria de investimentos credenciada ao BTG Pactual, na qualidade de assessoria…” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 6 | 157 contacts → | ||||
Exact match “Escolher um bom caminho é tão importante quanto saber aonde se quer chegar.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 7 | 110 contacts → | ||||
Exact match “Agende uma reunião com o especialista e monte um plano para a conquista dos seus sonhos e objetivos pessoais.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 8 | 109 contacts → | ||||
Exact match “Somos uma marca da XP Inc.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 9 | 97 contacts → | ||||
Exact match “From emerging firms to large-scale operators, BRITech delivers a single source of truth for investment management, with the precision, depth, and flexibility each business needs…” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 10 | 90 contacts → | ||||
Exact match “Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 11 | 80 contacts → | ||||
Exact match “Em 2017, tivemos uma ideia.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 12 | 73 contacts → | ||||
Exact match “Excelência em atendimento digital e presencial da XP Investimentos.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 13 | 61 contacts → | ||||
Exact match “Nascemos em Petrópolis há 10 anos com uma convicção simples: assessoria de investimentos de verdade exige presença, não apenas plataforma.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 14 | 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 15, 2026 · View company records in RevenueBase | |||||
| 15 | 48 contacts → | ||||
Exact match “O primeiro escritório a nascer Corporate & Private como um Agente Autônomo de Investimentos Credenciado XP Investimentos A K3 Investimentos nasceu para dar ao brasileiro autonomia…” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 16 | 48 contacts → | ||||
Exact match “iHUB é um escritório de agentes autônomos de investimentos especializado em renda variável, com a missão de auxiliar nossos clientes a investir de maneira mais inteligente para…” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 17 | 44 contacts → | ||||
Exact match “A Collar Capital é um escritório credenciado pela XP Investimentos.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 18 | 43 contacts → | ||||
Exact match “Bem-vindo à Delta Investor, uma empresa digital de assessoria de investimentos dedicada a transformar a experiência de investir para melhorar a vida das pessoas.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 19 | 41 contacts → | ||||
Exact match “Somos a InvestFlow Investimentos!” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 20 | 39 contacts → | ||||
Exact match “Somos a WV Investimentos, empresa de assessoria credenciada da XP Investimentos, que nasce quando exemplares funcionários de um banco público, se unem com o mesmo propósito…” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 21 | 39 contacts → | ||||
Exact match “O Investidor10 democratiza o mundo dos investimentos para pessoas físicas com uma plataforma completa e recursos exclusivos, permitindo que alcancem seus objetivos financeiros.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 22 | 36 contacts → | ||||
Exact match “Nexa blends expertise in the traditional financial market with cutting-edge technology to deliver new products and the best investment experience.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 23 | 34 contacts → | ||||
Exact match “A VAROS se propõe a aperfeiçoar e facilitar o processo de decisão de investimento para pessoas comuns que desejam ter a tranquilidade de saber que o seu dinheiro está bem…” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 24 | 31 contacts → | ||||
Exact match “O desafio de gerir um patrimônio é ampliado à medida em que aumentam o volume, a sofisticação e a diversificação do conjunto de seus ativos.” Recorded in the RevenueBase company graph · Sep 15, 2026 · View company records in RevenueBase | |||||
| 25 | 31 contacts → | ||||
Exact match “Somos uma empresa focada em fazer o brasileiro investir melhor com profissionais qualificados e experiência no mercado financeiro.” Recorded in the RevenueBase company graph · Sep 15, 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 “digital wealth management companies”. 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 236 digital wealth management companies based in Brazil
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Digital wealth management companies based in Brazil at a glance
As of Sep 15, 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 236 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 “digital wealth management companies” 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 1,173 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 15, 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 “digital wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many digital wealth management companies are there based in Brazil?
RevenueBase identified 236 company matches for digital wealth management companies 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?
Warren Investimentos tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most digital wealth management companies?
Sao Paulo leads with 98 company records, followed by Rio De Janeiro (27) and Florianopolis (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 1,173 professional contacts with verified work emails tracked across these 236 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 15, 2026.
Ready to reach these companies? Verified emails and direct dials for all 236 digital wealth management companies based in Brazil. Start with a free account, no credit card.
Download this list →Related lists
Digital wealth management companies by geography
- Digital wealth management companies based in Ahmedabad, India
- Digital wealth management companies based in Bangalore, India
- Digital wealth management companies based in Kolkata, India
- Digital wealth management companies based in Mumbai, India
- Digital wealth management companies based in New Delhi, India
- Digital wealth management companies based in Pune, India
- Digital wealth management companies based in Boston, United States
- Digital wealth management companies based in Chicago, United States
- Digital wealth management companies based in Miami, United States
- Digital wealth management companies based in New York, United States
- Digital wealth management companies based in San Francisco, United States
- Digital wealth management companies based in Argentina
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
- Digital wealth management companies based in Ahmedabad, India
- Digital wealth management companies based in Bangalore, India
- Digital wealth management companies based in Kolkata, India
- Digital wealth management companies based in Mumbai, India
- Digital wealth management companies based in New Delhi, India
- Digital wealth management companies based in Pune, India
Company intelligence · public preview
Top 25 digital wealth management companies 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 236 matching company records for digital wealth management companies based in Brazil, with 5,939 tracked contacts and 1,173 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 15, 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 digital wealth management companies 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 |  Warren Investimentoswarren.com.brHQ: Sao Paulo, BrazilReported employees: 501-1,000 | Sao Paulo, Brazil | 501-1,000 | Exact match | 425 contacts → |
“Surgimos para proporcionar aos brasileiros uma forma de investir que é transparente, sem conflito de interesses.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Banco Modalmodal.com.brHQ: Rio De Janeiro, BrazilReported employees: 1,001-5,000 | Rio De Janeiro, Brazil | 1,001-5,000 | Exact match | 284 contacts → |
“O Banco Modal foi fundado em 1996 como um banco de investimentos.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Necton Investimentosnecton.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 221 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  rico.com.vcrico.com.vcHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 170 contacts → |
“Criada em 2011, a Rico é uma corretora de investimentos 100% online e voltada à pessoa física.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  EWZ Capitalcapital.ewz.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 167 contacts → |
“A EWZ Capital é um dos maiores escritórios de assessoria de investimentos do país, atuando como assessoria de investimentos credenciada ao BTG Pactual, na qualidade de assessoria…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Guide Investimentosguide.com.brHQ: São Paulo, BrazilReported employees: 201-500 | São Paulo, Brazil | 201-500 | Exact match | 157 contacts → |
“Escolher um bom caminho é tão importante quanto saber aonde se quer chegar.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  RJ Investimentosrjmais.comHQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 110 contacts → |
“Agende uma reunião com o especialista e monte um plano para a conquista dos seus sonhos e objetivos pessoais.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Clear Corretoraclear.com.brHQ: Sao Paulo, BrazilReported employees: 1,001-5,000 | Sao Paulo, Brazil | 1,001-5,000 | Exact match | 109 contacts → |
“Somos uma marca da XP Inc.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Britech S.Abritech.globalHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 97 contacts → |
“From emerging firms to large-scale operators, BRITech delivers a single source of truth for investment management, with the precision, depth, and flexibility each business needs…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Quark Investimentosquarkinvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 90 contacts → |
“Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Prosperidade Investimentosprosperidadeinvest.com.brHQ: Sao Bernardo Do Campo, BrazilReported employees: 51-200 | Sao Bernardo Do Campo, Brazil | 51-200 | Exact match | 80 contacts → |
“Em 2017, tivemos uma ideia.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Beinvestxpbeinvest.com.br HQ: Florianopolis, BrazilReported employees: 51-200 | Florianopolis, Brazil | 51-200 | Exact match | 73 contacts → |
“Excelência em atendimento digital e presencial da XP Investimentos.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Petrópolis Investpetropolisinvestimentos.com.brHQ: Petrópolis, BrazilReported employees: 51-200 | Petrópolis, Brazil | 51-200 | Exact match | 61 contacts → |
“Nascemos em Petrópolis há 10 anos com uma convicção simples: assessoria de investimentos de verdade exige presença, não apenas plataforma.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  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 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | K3 Investimentos & Corporatek3investimentos.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 48 contacts → |
“O primeiro escritório a nascer Corporate & Private como um Agente Autônomo de Investimentos Credenciado XP Investimentos A K3 Investimentos nasceu para dar ao brasileiro autonomia…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Ihub Investimentosihubinvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 48 contacts → |
“iHUB é um escritório de agentes autônomos de investimentos especializado em renda variável, com a missão de auxiliar nossos clientes a investir de maneira mais inteligente para…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Collar Capitalcollarcapital.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 44 contacts → |
“A Collar Capital é um escritório credenciado pela XP Investimentos.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Delta Investor Assessoria DE Investimentosdeltainvestor.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 43 contacts → |
“Bem-vindo à Delta Investor, uma empresa digital de assessoria de investimentos dedicada a transformar a experiência de investir para melhorar a vida das pessoas.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Investflow Investimentosinvestflow.com.brHQ: Curitiba, BrazilReported employees: 51-200 | Curitiba, Brazil | 51-200 | Exact match | 41 contacts → |
“Somos a InvestFlow Investimentos!” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | WV Investimentoswvinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 39 contacts → |
“Somos a WV Investimentos, empresa de assessoria credenciada da XP Investimentos, que nasce quando exemplares funcionários de um banco público, se unem com o mesmo propósito…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Investidor10investidor10.com.brHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 39 contacts → |
“O Investidor10 democratiza o mundo dos investimentos para pessoas físicas com uma plataforma completa e recursos exclusivos, permitindo que alcancem seus objetivos financeiros.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Nexa Financenexafinance.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 36 contacts → |
“Nexa blends expertise in the traditional financial market with cutting-edge technology to deliver new products and the best investment experience.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  VAROSvaros.com.brHQ: Niterói, BrazilReported employees: 11-50 | Niterói, Brazil | 11-50 | Exact match | 34 contacts → |
“A VAROS se propõe a aperfeiçoar e facilitar o processo de decisão de investimento para pessoas comuns que desejam ter a tranquilidade de saber que o seu dinheiro está bem…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Brasil WM Multi Family Officebrasilwm.com.brHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 31 contacts → |
“O desafio de gerir um patrimônio é ampliado à medida em que aumentam o volume, a sofisticação e a diversificação do conjunto de seus ativos.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Expertise Investimentosexpertiseinvestimentos.com.br HQ: Campo Grande, BrazilReported employees: 11-50 | Campo Grande, Brazil | 11-50 | Exact match | 31 contacts → |
“Somos uma empresa focada em fazer o brasileiro investir melhor com profissionais qualificados e experiência no mercado financeiro.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 236 company matches
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Digital wealth management companies: dataset insights
September 15, 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
236 records in the displayed employee bands.
0 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 236 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 15, 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 ↗
Questions about this company list
What does Exact match mean for digital wealth management companies?
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 digital wealth management companies did RevenueBase find based in Brazil?
The saved snapshot records 236 matching company records, 5,939 tracked contacts and 1,173 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 15, 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
Digital wealth management companies by geography
- Digital wealth management companies based in Ahmedabad, India
- Digital wealth management companies based in Bangalore, India
- Digital wealth management companies based in Kolkata, India
- Digital wealth management companies based in Mumbai, India
- Digital wealth management companies based in New Delhi, India
- Digital wealth management companies based in Pune, India
- Digital wealth management companies based in Boston, United States
- Digital wealth management companies based in Chicago, United States
- Digital wealth management companies based in Miami, United States
- Digital wealth management companies based in New York, United States
- Digital wealth management companies based in San Francisco, United States
- Digital wealth management companies based in Argentina
Cite this list
RevenueBase Data Team. Top 25 digital wealth management companies based in Brazil. Snapshot: September 15, 2026. https://revenuebase.ai/companies/digital-wealth-management-companies/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
- Digital wealth management companies based in Ahmedabad, India
- Digital wealth management companies based in Bangalore, India
- Digital wealth management companies based in Kolkata, India
- Digital wealth management companies based in Mumbai, India
- Digital wealth management companies based in New Delhi, India
- Digital wealth management companies based in Pune, India
Company intelligence · public preview
Top 25 digital wealth management companies based in Brazil
RevenueBase records 236 matching company records for digital wealth management companies based in Brazil, with 5,939 tracked contacts and 1,173 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 15, 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 digital wealth management companies 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 | Warren Investimentoswarren.com.br HQ: Sao Paulo, BrazilReported employees: 501-1,000 | Sao Paulo, Brazil | 501-1,000 | Exact match | 425 contacts → |
“Surgimos para proporcionar aos brasileiros uma forma de investir que é transparente, sem conflito de interesses.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Banco Modalmodal.com.br HQ: Rio De Janeiro, BrazilReported employees: 1,001-5,000 | Rio De Janeiro, Brazil | 1,001-5,000 | Exact match | 284 contacts → |
“O Banco Modal foi fundado em 1996 como um banco de investimentos.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Necton Investimentosnecton.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 221 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | rico.com.vcrico.com.vc HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 170 contacts → |
“Criada em 2011, a Rico é uma corretora de investimentos 100% online e voltada à pessoa física.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | EWZ Capitalcapital.ewz.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 167 contacts → |
“A EWZ Capital é um dos maiores escritórios de assessoria de investimentos do país, atuando como assessoria de investimentos credenciada ao BTG Pactual, na qualidade de assessoria…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Guide Investimentosguide.com.br HQ: São Paulo, BrazilReported employees: 201-500 | São Paulo, Brazil | 201-500 | Exact match | 157 contacts → |
“Escolher um bom caminho é tão importante quanto saber aonde se quer chegar.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | RJ Investimentosrjmais.com HQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 110 contacts → |
“Agende uma reunião com o especialista e monte um plano para a conquista dos seus sonhos e objetivos pessoais.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Clear Corretoraclear.com.br HQ: Sao Paulo, BrazilReported employees: 1,001-5,000 | Sao Paulo, Brazil | 1,001-5,000 | Exact match | 109 contacts → |
“Somos uma marca da XP Inc.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Britech S.Abritech.global HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 97 contacts → |
“From emerging firms to large-scale operators, BRITech delivers a single source of truth for investment management, with the precision, depth, and flexibility each business needs…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Quark Investimentosquarkinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 90 contacts → |
“Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Prosperidade Investimentosprosperidadeinvest.com.br HQ: Sao Bernardo Do Campo, BrazilReported employees: 51-200 | Sao Bernardo Do Campo, Brazil | 51-200 | Exact match | 80 contacts → |
“Em 2017, tivemos uma ideia.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Beinvestxpbeinvest.com.br HQ: Florianopolis, BrazilReported employees: 51-200 | Florianopolis, Brazil | 51-200 | Exact match | 73 contacts → |
“Excelência em atendimento digital e presencial da XP Investimentos.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Petrópolis Investpetropolisinvestimentos.com.br HQ: Petrópolis, BrazilReported employees: 51-200 | Petrópolis, Brazil | 51-200 | Exact match | 61 contacts → |
“Nascemos em Petrópolis há 10 anos com uma convicção simples: assessoria de investimentos de verdade exige presença, não apenas plataforma.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 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 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | K3 Investimentos & Corporatek3investimentos.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 48 contacts → |
“O primeiro escritório a nascer Corporate & Private como um Agente Autônomo de Investimentos Credenciado XP Investimentos A K3 Investimentos nasceu para dar ao brasileiro autonomia…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Ihub Investimentosihubinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 48 contacts → |
“iHUB é um escritório de agentes autônomos de investimentos especializado em renda variável, com a missão de auxiliar nossos clientes a investir de maneira mais inteligente para…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Collar Capitalcollarcapital.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 44 contacts → |
“A Collar Capital é um escritório credenciado pela XP Investimentos.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Delta Investor Assessoria DE Investimentosdeltainvestor.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 43 contacts → |
“Bem-vindo à Delta Investor, uma empresa digital de assessoria de investimentos dedicada a transformar a experiência de investir para melhorar a vida das pessoas.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Investflow Investimentosinvestflow.com.br HQ: Curitiba, BrazilReported employees: 51-200 | Curitiba, Brazil | 51-200 | Exact match | 41 contacts → |
“Somos a InvestFlow Investimentos!” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | WV Investimentoswvinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 39 contacts → |
“Somos a WV Investimentos, empresa de assessoria credenciada da XP Investimentos, que nasce quando exemplares funcionários de um banco público, se unem com o mesmo propósito…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Investidor10investidor10.com.br HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 39 contacts → |
“O Investidor10 democratiza o mundo dos investimentos para pessoas físicas com uma plataforma completa e recursos exclusivos, permitindo que alcancem seus objetivos financeiros.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Nexa Financenexafinance.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 36 contacts → |
“Nexa blends expertise in the traditional financial market with cutting-edge technology to deliver new products and the best investment experience.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | VAROSvaros.com.br HQ: Niterói, BrazilReported employees: 11-50 | Niterói, Brazil | 11-50 | Exact match | 34 contacts → |
“A VAROS se propõe a aperfeiçoar e facilitar o processo de decisão de investimento para pessoas comuns que desejam ter a tranquilidade de saber que o seu dinheiro está bem…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Brasil WM Multi Family Officebrasilwm.com.br HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 31 contacts → |
“O desafio de gerir um patrimônio é ampliado à medida em que aumentam o volume, a sofisticação e a diversificação do conjunto de seus ativos.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Expertise Investimentosexpertiseinvestimentos.com.br HQ: Campo Grande, BrazilReported employees: 11-50 | Campo Grande, Brazil | 11-50 | Exact match | 31 contacts → |
“Somos uma empresa focada em fazer o brasileiro investir melhor com profissionais qualificados e experiência no mercado financeiro.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 236 company matches
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Digital wealth management companies: dataset insights
September 15, 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
236 records in the displayed employee bands.
0 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 236 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 15, 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 ↗
Questions about this company list
What does Exact match mean for digital wealth management companies?
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 digital wealth management companies did RevenueBase find based in Brazil?
The saved snapshot records 236 matching company records, 5,939 tracked contacts and 1,173 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 15, 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
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Cite this list
RevenueBase Data Team. Top 25 digital wealth management companies based in Brazil. Snapshot: September 15, 2026. https://revenuebase.ai/companies/digital-wealth-management-companies/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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