Company lists · Data refreshed September 2026

Top 25 Direct indexing companies based in Brazil

Name: Direct indexing companies based in Brazil
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 260 companies tracked

RevenueBase identified 260 direct indexing companies headquartered in Brazil as of September 2026 and tracks 8,955 professional contacts across them, including 1,738 with verified work emails. Sao Paulo is the largest hub.

This list covers direct indexing companies headquartered in Brazil, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

260Companies

8,955Contacts tracked

1,738Verified emails

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The 25 largest direct indexing companies based in Brazil

Ranked by team size

Top 25 of 260 direct indexing companies based in Brazil, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to direct indexing companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Blue3 Investimentos	Indirect evidence	Ribeirão Preto, BrazilHQ checked Sep 19, 2026	501-1,000	591 contacts →
	Indirect evidence “Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Source: RevenueBase Database · checked Sep 19, 2026
2	Warren Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 19, 2026	501-1,000	425 contacts →
	Indirect evidence “Surgimos para proporcionar aos brasileiros uma forma de investir que é transparente, sem conflito de interesses.” Source: RevenueBase Database · checked Sep 19, 2026
3	Bradesco Asset Management	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 19, 2026	201-500	302 contacts →
	Indirect evidence “A Bradesco Asset Management é uma das maiores gestoras de fundos do Brasil, com uma seleção completa de soluções que possibilita a diversificação de seus investimentos.” Source: RevenueBase Database · checked Sep 19, 2026
4	Wiser BTG Pactual	Indirect evidence	Campinas, BrazilHQ checked Sep 19, 2026	201-500	265 contacts →
	Indirect evidence “Desde 2009, a Wiser, escritório do BTG Pactual, tem como missão gerar valor para seus clientes com segurança, conhecimento e foco, pilares que fazem parte do nosso DNA Nosso…” Source: RevenueBase Database · checked Sep 19, 2026
5	Necton Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 19, 2026	201-500	221 contacts →
	Indirect evidence “Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Source: RevenueBase Database · checked Sep 19, 2026
6	Liberta Investimentos	Indirect evidence	Porto Alegre, BrazilHQ checked Sep 19, 2026	201-500	180 contacts →
	Indirect evidence “A trajetória da Liberta começou em uma sala de aula com 30 alunos em Porto Alegre, e hoje somos um dos maiores escritórios credenciados à XP Investimentos no Brasil.” Source: RevenueBase Database · checked Sep 19, 2026
7	Nova Futura Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 19, 2026	201-500	171 contacts →
	Indirect evidence “A maior corretora independente do país.” Source: RevenueBase Database · checked Sep 19, 2026
8	EWZ Capital	Indirect evidence	São Paulo, BrazilHQ checked Sep 19, 2026	51-200	167 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
9	Guide Investimentos	Indirect evidence	São Paulo, BrazilHQ checked Sep 19, 2026	201-500	157 contacts →
	Indirect evidence “Escolher um bom caminho é tão importante quanto saber aonde se quer chegar.” Source: RevenueBase Database · checked Sep 19, 2026
10	VMB Invest	Indirect evidence	Niterói, BrazilHQ checked Sep 19, 2026	51-200	124 contacts →
	Indirect evidence “Somos uma empresa que acredita que todo sonho é possível e, com as pessoas certas ao seu lado, você consegue chegar muito mais rápido!” Source: RevenueBase Database · checked Sep 19, 2026
11	RJ Investimentos	Indirect evidence	Rio De Janeiro, BrazilHQ checked Sep 19, 2026	51-200	110 contacts →
	Indirect evidence “Agende uma reunião com o especialista e monte um plano para a conquista dos seus sonhos e objetivos pessoais.” Source: RevenueBase Database · checked Sep 19, 2026
12	Clear Corretora	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 19, 2026	1,001-5,000	109 contacts →
	Indirect evidence “Somos uma marca da XP Inc.” Source: RevenueBase Database · checked Sep 19, 2026
13	Monteverde Investimentos	Indirect evidence	Belo Horizonte, BrazilHQ checked Sep 19, 2026	51-200	101 contacts →
	Indirect evidence “A Monteverde é uma empresa de Assessoria de Investimentos credenciada à XP Investimentos, uma das maiores instituições financeiras do Brasil, que conta com a experiência de quem…” Source: RevenueBase Database · checked Sep 19, 2026
14	Quark Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 19, 2026	51-200	90 contacts →
	Indirect evidence “Quark Investimentos \| Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Source: RevenueBase Database · checked Sep 19, 2026
15	RP Capital Investimentos	Indirect evidence	Ribeirão Preto, BrazilHQ checked Sep 19, 2026	51-200	82 contacts →
	Indirect evidence “A RP Capital AAI é uma empresa de assessoria em investimentos credenciada a XP Investimentos, que atende clientes de qualquer parte do mundo.” Source: RevenueBase Database · checked Sep 19, 2026
16	Prosperidade Investimentos	Indirect evidence	Sao Bernardo Do Campo, BrazilHQ checked Sep 19, 2026	51-200	80 contacts →
	Indirect evidence “Em 2017, tivemos uma ideia.” Source: RevenueBase Database · checked Sep 19, 2026
17	Petrópolis Invest	Indirect evidence	Petrópolis, BrazilHQ checked Sep 19, 2026	51-200	61 contacts →
	Indirect evidence “Nascemos em Petrópolis há 10 anos com uma convicção simples: assessoria de investimentos de verdade exige presença, não apenas plataforma.” Source: RevenueBase Database · checked Sep 19, 2026
18	A.W.A Capital	Indirect evidence	São Luís, BrazilHQ checked Sep 19, 2026	51-200	61 contacts →
	Indirect evidence “Somos uma assessoria de investimentos do segmento de alta renda credenciada à XP Investimentos, a maior Corretora de Valores da América Latina.” Source: RevenueBase Database · checked Sep 19, 2026
19	Lotus Capital	Indirect evidence	Belo Horizonte, BrazilHQ checked Sep 19, 2026	11-50	55 contacts →
	Indirect evidence “Assessoria Private BTG Pactual.” Source: RevenueBase Database · checked Sep 19, 2026
20	Gamma Capital XP	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 19, 2026	11-50	50 contacts →
	Indirect evidence “Somos um escritório de investimentos credenciado a XP Investimentos.” Source: RevenueBase Database · checked Sep 19, 2026
21	Öküs Capital Safra Invest	Indirect evidence	Pocos De Caldas, BrazilHQ checked Sep 19, 2026	51-200	49 contacts →
	Indirect evidence “A Öküs Capital Investimentos além de 3 vezes premiada no Safra Invest Awards, foi o primeiro escritório credenciado ao Safra no Estado de Minas Gerais.” Source: RevenueBase Database · checked Sep 19, 2026
22	O2 Capital	Indirect evidence	São Paulo, BrazilHQ checked Sep 19, 2026	51-200	48 contacts →
	Indirect evidence “Os outros falam sobre investimentos, nós falamos sobre: VOCÊ.” Source: RevenueBase Database · checked Sep 19, 2026
23	Ihub Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 19, 2026	51-200	48 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
24	Delta Investor Assessoria DE Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 19, 2026	51-200	43 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
25	Investflow Investimentos	Indirect evidence	Curitiba, BrazilHQ checked Sep 19, 2026	51-200	41 contacts →
	Indirect evidence “Somos a InvestFlow Investimentos!” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

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

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

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

Showing 25 of 260 direct indexing companies based in Brazil

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Direct indexing companies based in Brazil at a glance

As of Sep 19, 2026

19.4%Verified-email coverage

34.4Average contacts per company

11-50Median size (employees)

36.5%Largest-city concentration · Sao Paulo

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

122

11-50

51-200

201-500

501-1,000

1,001-5,000

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 260 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among direct indexing companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Brazil whose own description of what they do matches “direct indexing companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names direct indexing companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among direct indexing companies, and records with no verified work email. Companies headquartered outside Brazil are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 1,738 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Direct indexing companies by metro

Direct indexing companies in Sao Paulo95

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names direct indexing companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many direct indexing companies are there based in Brazil?

RevenueBase identified 260 direct indexing companies headquartered in Brazil as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Blue3 Investimentos, headquartered in Ribeirao Preto, tops this list with the largest team on record.

Which city has the most direct indexing companies?

Sao Paulo leads with 95 headquartered companies, followed by Rio De Janeiro (19) and Porto Alegre (14).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,738 verified decision-maker contacts tracked across these 260 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.