Company lists · Data refreshed October 2026
Top 18 Digital wealth management firms based in Sao Paulo, Brazil
RevenueBase identified 130 company matches for digital wealth management firms associated with Sao Paulo, Brazil as of October 2026 and tracks 16,541 professional contacts across them, including 5,476 with verified work emails. Across Brazil, Sao Paulo is the largest hub for this category.
This list covers company matches for digital wealth management firms associated with Sao Paulo, 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 October 11, 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 18 largest digital wealth management firms based in Sao Paulo, Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 11,676 contacts → | ||||
Exact match “Somos referência em investimentos.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 2 | 569 contacts → | ||||
Exact match “Na Monte Bravo, nosso propósito é claro: construir um mercado de assessoria financeria melhor para fazer a diferença na vida das pessoas através do mercado financeiro.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 3 | 393 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 · Oct 11, 2026 · View company records in RevenueBase | |||||
| 4 | 292 contacts → | ||||
Exact match “A Lifetime Investimentos atua no mercado financeiro desde 2011.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 5 | 232 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 · Oct 11, 2026 · View company records in RevenueBase | |||||
| 6 | 181 contacts → | ||||
Exact match “Somos uma assessoria financeira credenciada à XP Investimentos, com mais de R$ 12 bilhões sob custódia, dedicada a oferecer soluções patrimoniais alinhadas aos objetivos, momento…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 7 | 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 · Oct 11, 2026 · View company records in RevenueBase | |||||
| 8 | 90 contacts → | ||||
Exact match “Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 9 | 71 contacts → | ||||
Exact match “A Nord Wealth nasceu da nossa vontade de atender os clientes da mesma forma que gostaríamos de ser atendidos: profissionais certificados, atendimento próximo e interesses…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 10 | 49 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 · Oct 11, 2026 · View company records in RevenueBase | |||||
| 11 | 43 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 · Oct 11, 2026 · View company records in RevenueBase | |||||
| 12 | 38 contacts → | ||||
Exact match “A Collar Capital é um escritório credenciado pela XP Investimentos.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 13 | 37 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 · Oct 11, 2026 · View company records in RevenueBase | |||||
| 14 | 34 contacts → | ||||
Exact match “A Krone Capital nasceu motivada pela busca por personalização no atendimento, conscientização sobre a educação financeira e disseminação da cultura de investimentos no país.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 15 | 32 contacts → | ||||
Exact match “A Agnus Investimentos é um escritório de Agente Autônomo de Investimento credenciado à XP Investimentos, focada em cliente do segmento alta renda, trazendo atendimento customizado…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 16 | 24 contacts → | ||||
Exact match “Conectamos planejadores financeiros com clientes usando tecnologia.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 17 | 23 contacts → | ||||
Exact match “A Nortus Investimentos foi criada em março de 2020 por um grupo de profissionais com larga experiência no mercado financeiro.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 18 | 22 contacts → | ||||
Exact match “Acreditamos que o modelo isento de conflitos de interesses é o mais perene e sustentável para a construção de relacionamentos de confiança de longo prazo.” Recorded in the RevenueBase company graph · Oct 11, 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 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 18 of 130 digital wealth management firms based in Sao Paulo, Brazil
See the full list, filter by size, metro and specialty, and access 5,476 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Digital wealth management firms based in Sao Paulo, Brazil at a glance
As of Oct 11, 2026Companies by employee count
Email recency for this list is measured across the whole Brazil list rather than for Sao Paulo, so it is reported there. Company counts and contact totals on this page are exact for Sao Paulo, over 130 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 Sao Paulo, Brazil whose business descriptions match “digital wealth management 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 5,476 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 October 11, 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 management firms 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 management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many digital wealth management firms are there based in Sao Paulo, Brazil?
RevenueBase identified 130 company matches for digital wealth management firms associated with Sao Paulo, Brazil as of October 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 in Brazil has the most digital wealth management firms?
Sao Paulo leads Brazil with 130 company records, followed by Rio De Janeiro (36) and Belo Horizonte (13).
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 5,476 professional contacts with verified work emails tracked across these 130 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 October 11, 2026.
Ready to reach these companies? Verified emails and direct dials for all 130 digital wealth management firms based in Sao Paulo, Brazil. Start with a free account, no credit card.
Download this list →Related lists
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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.
More company lists
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- Lists by location
- Lists A-Z
- New lists
- Digital wealth management firms based in Melbourne, Australia
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Company intelligence · public preview
Top 18 digital wealth management firms based in Sao Paulo, Brazil
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 130 matching company records for digital wealth management firms based in Sao Paulo, Brazil, with 16,541 tracked contacts and 5,476 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 11, 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 18 digital wealth management firms based in Sao Paulo, 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 |  SAFRAsafra.com.brHQ: Sao Paulo, BrazilReported employees: 10001+ | Sao Paulo, Brazil | 10001+ | Exact match | 11,676 contacts → |
“Somos referência em investimentos.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Monte Bravomontebravo.com.brHQ: Sao Paulo, BrazilReported employees: 501-1,000 | Sao Paulo, Brazil | 501-1,000 | Exact match | 569 contacts → |
“Na Monte Bravo, nosso propósito é claro: construir um mercado de assessoria financeria melhor para fazer a diferença na vida das pessoas através do mercado financeiro.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Warren Investimentoswarren.com.brHQ: Sao Paulo, BrazilReported employees: 501-1,000 | Sao Paulo, Brazil | 501-1,000 | Exact match | 393 contacts → |
“Surgimos para proporcionar aos brasileiros uma forma de investir que é transparente, sem conflito de interesses.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Lifetime Investimentoslftm.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 292 contacts → |
“A Lifetime Investimentos atua no mercado financeiro desde 2011.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Necton Investimentosnecton.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 232 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Veedhaveedha.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 181 contacts → |
“Somos uma assessoria financeira credenciada à XP Investimentos, com mais de R$ 12 bilhões sob custódia, dedicada a oferecer soluções patrimoniais alinhadas aos objetivos, momento…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  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 · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  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 · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Nord Wealthnordinvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 71 contacts → |
“A Nord Wealth nasceu da nossa vontade de atender os clientes da mesma forma que gostaríamos de ser atendidos: profissionais certificados, atendimento próximo e interesses…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Delta Investor Assessoria DE Investimentosdeltainvestor.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 49 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 · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Nexa Financenexafinance.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 43 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 · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Collar Capitalcollarcapital.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 38 contacts → |
“A Collar Capital é um escritório credenciado pela XP Investimentos.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Ihub Investimentosihubinvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 37 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 · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Krone Capitalkronecapital.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 34 contacts → |
“A Krone Capital nasceu motivada pela busca por personalização no atendimento, conscientização sobre a educação financeira e disseminação da cultura de investimentos no país.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Agnus Investimentosagnusinvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 32 contacts → |
“A Agnus Investimentos é um escritório de Agente Autônomo de Investimento credenciado à XP Investimentos, focada em cliente do segmento alta renda, trazendo atendimento customizado…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  MEU Vistameuvista.comHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 24 contacts → |
“Conectamos planejadores financeiros com clientes usando tecnologia.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Nortus Investimentosnortusinvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 23 contacts → |
“A Nortus Investimentos foi criada em março de 2020 por um grupo de profissionais com larga experiência no mercado financeiro.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Effika Investimentoseffika.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 22 contacts → |
“Acreditamos que o modelo isento de conflitos de interesses é o mais perene e sustentável para a construção de relacionamentos de confiança de longo prazo.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 130 company matches
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Digital wealth management firms: dataset insights
October 11, 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
130 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 across the whole Brazil list rather than for Sao Paulo, so it is reported there. Company counts and contact totals on this page are exact for Sao Paulo, over 130 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: October 11, 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 ↗
Digital wealth management firms by metro in Brazil
Questions about this company list
What does Exact match mean for digital wealth management 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 digital wealth management firms did RevenueBase find based in Sao Paulo, Brazil?
The saved snapshot records 130 matching company records, 16,541 tracked contacts and 5,476 verified emails. The public preview displays 18 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: October 11, 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 firms by geography
- Digital wealth management firms based in Melbourne, Australia
- Digital wealth management firms based in Sydney, Australia
- Digital wealth management firms based in Rio De Janeiro, Brazil
- Digital wealth management firms based in Calgary, Canada
- Digital wealth management firms based in Montreal, Canada
- Digital wealth management firms based in Toronto, Canada
- Digital wealth management firms based in Vancouver, Canada
- Digital wealth management firms based in Lyon, France
- Digital wealth management firms based in Paris, France
- Digital wealth management firms based in Hong Kong, Hong Kong
- Digital wealth management firms based in Ahmedabad, India
- Digital wealth management firms based in Bangalore, India
Cite this list
RevenueBase Data Team. Top 18 digital wealth management firms based in Sao Paulo, Brazil. Snapshot: October 11, 2026. https://revenuebase.ai/companies/digital-wealth-management-firms/brazil/sao-paulo.
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 firms based in Melbourne, Australia
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- Digital wealth management firms based in Rio De Janeiro, Brazil
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- Digital wealth management firms based in Montreal, Canada
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Company intelligence · public preview
Top 18 digital wealth management firms based in Sao Paulo, Brazil
RevenueBase records 130 matching company records for digital wealth management firms based in Sao Paulo, Brazil, with 16,541 tracked contacts and 5,476 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 11, 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 18 digital wealth management firms based in Sao Paulo, 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 | SAFRAsafra.com.br HQ: Sao Paulo, BrazilReported employees: 10001+ | Sao Paulo, Brazil | 10001+ | Exact match | 11,676 contacts → |
“Somos referência em investimentos.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Monte Bravomontebravo.com.br HQ: Sao Paulo, BrazilReported employees: 501-1,000 | Sao Paulo, Brazil | 501-1,000 | Exact match | 569 contacts → |
“Na Monte Bravo, nosso propósito é claro: construir um mercado de assessoria financeria melhor para fazer a diferença na vida das pessoas através do mercado financeiro.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Warren Investimentoswarren.com.br HQ: Sao Paulo, BrazilReported employees: 501-1,000 | Sao Paulo, Brazil | 501-1,000 | Exact match | 393 contacts → |
“Surgimos para proporcionar aos brasileiros uma forma de investir que é transparente, sem conflito de interesses.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Lifetime Investimentoslftm.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 292 contacts → |
“A Lifetime Investimentos atua no mercado financeiro desde 2011.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Necton Investimentosnecton.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 232 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Veedhaveedha.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 181 contacts → |
“Somos uma assessoria financeira credenciada à XP Investimentos, com mais de R$ 12 bilhões sob custódia, dedicada a oferecer soluções patrimoniais alinhadas aos objetivos, momento…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 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 · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | 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 · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Nord Wealthnordinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 71 contacts → |
“A Nord Wealth nasceu da nossa vontade de atender os clientes da mesma forma que gostaríamos de ser atendidos: profissionais certificados, atendimento próximo e interesses…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Delta Investor Assessoria DE Investimentosdeltainvestor.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 49 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 · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Nexa Financenexafinance.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 43 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 · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Collar Capitalcollarcapital.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 38 contacts → |
“A Collar Capital é um escritório credenciado pela XP Investimentos.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ihub Investimentosihubinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 37 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 · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Krone Capitalkronecapital.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 34 contacts → |
“A Krone Capital nasceu motivada pela busca por personalização no atendimento, conscientização sobre a educação financeira e disseminação da cultura de investimentos no país.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Agnus Investimentosagnusinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 32 contacts → |
“A Agnus Investimentos é um escritório de Agente Autônomo de Investimento credenciado à XP Investimentos, focada em cliente do segmento alta renda, trazendo atendimento customizado…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | MEU Vistameuvista.com HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 24 contacts → |
“Conectamos planejadores financeiros com clientes usando tecnologia.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Nortus Investimentosnortusinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 23 contacts → |
“A Nortus Investimentos foi criada em março de 2020 por um grupo de profissionais com larga experiência no mercado financeiro.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Effika Investimentoseffika.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 22 contacts → |
“Acreditamos que o modelo isento de conflitos de interesses é o mais perene e sustentável para a construção de relacionamentos de confiança de longo prazo.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Digital wealth management firms: dataset insights
October 11, 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
130 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 across the whole Brazil list rather than for Sao Paulo, so it is reported there. Company counts and contact totals on this page are exact for Sao Paulo, over 130 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: October 11, 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 ↗
Digital wealth management firms by metro in Brazil
Questions about this company list
What does Exact match mean for digital wealth management 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 digital wealth management firms did RevenueBase find based in Sao Paulo, Brazil?
The saved snapshot records 130 matching company records, 16,541 tracked contacts and 5,476 verified emails. The public preview displays 18 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: October 11, 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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Cite this list
RevenueBase Data Team. Top 18 digital wealth management firms based in Sao Paulo, Brazil. Snapshot: October 11, 2026. https://revenuebase.ai/companies/digital-wealth-management-firms/brazil/sao-paulo.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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