Company lists · Data refreshed November 2026

Top 25 Endowment management advisors based in Brazil

RevenueBase identified 201 company matches for endowment management advisors associated with Brazil as of November 2026 and tracks 4,349 professional contacts across them, including 986 with verified work emails. Sao Paulo is the largest hub.

This list covers company matches for endowment management advisors 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 November 6, 2026.

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

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
201Companies
4,349Contacts tracked
986Verified emails
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The 25 largest endowment management advisors based in Brazil

Ranked by team size
Top 25 of 201 company matches for endowment management advisors based in Brazil, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchRibeirão Preto, BrazilHQ recorded Nov 6, 2026501-1,000699 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchCampinas, BrazilHQ recorded Nov 6, 2026201-500281 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchFlorianópolis, BrazilHQ recorded Nov 6, 202651-200105 contacts →

Exact match

“A SOMMA Investimentos é uma gestora independente de recursos do Sul do país, com 23 anos de experiência e R$ 18 bilhões sob gestão.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchSao Paulo, BrazilHQ recorded Nov 6, 202651-20094 contacts →

Exact match

“Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchAnápolis, BrazilHQ recorded Nov 6, 202651-20091 contacts →

Exact match

“Na Kaza Capital, transformamos estratégia em resultados.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchRibeirão Preto, BrazilHQ recorded Nov 6, 202651-20087 contacts →

Exact match

“A RP Capital AAI é uma empresa de assessoria em investimentos credenciada a XP Investimentos, que atende clientes de qualquer parte do mundo.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchMaringá, BrazilHQ recorded Nov 6, 202611-5070 contacts →

Exact match

“A Sacre é um escritório de assessoria contratado BTG Pactual, com sede em Maringá (PR) e assessores nas regiões de Cianorte (PR), Macaé (RJ), Rio de Janeiro (RJ), Brasília (DF).”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchSao Paulo, BrazilHQ recorded Nov 6, 202651-20068 contacts →

Exact match

“An independent investment and wealth management firm, Lakewood provides highly customized investment management and advisory services to high-net-worth individuals and families.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchPetrópolis, BrazilHQ recorded Nov 6, 202651-20067 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 · Nov 6, 2026 · View company records in RevenueBase
10Exact matchSão Luís, BrazilHQ recorded Nov 6, 202651-20063 contacts →

Exact match

“Somos a A.W.A Capital, assessoria de investimentos credenciada à XP, com presença em São Luís, Recife e Fortaleza.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchJoinville, BrazilHQ recorded Nov 6, 202651-20061 contacts →

Exact match

“Assessoria de Investimentos credenciada a @xpinvestimentos Nº1 em Fee Fixo Selo de Governança e Integridade A Marco é o ecossistema líder em soluções financeiras e patrimoniais…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchSao Paulo, BrazilHQ recorded Nov 6, 202651-20052 contacts →

Exact match

“We are a brazilian independent wealth management team with a specific focus on advising a carefully chosen group of families and foundations in effectively managing their…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchRio De Janeiro, BrazilHQ recorded Nov 6, 202651-20048 contacts →

Exact match

“A Alocc é uma empresa especializada em gestão patrimonial, reconhecida no mercado por sua atuação sólida e responsável.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchRio De Janeiro, BrazilHQ recorded Nov 6, 202651-20047 contacts →

Exact match

“A Somus Capital é uma empresa de pessoas, a junção de princípios e ideias, e a realização de projeto de vida.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchSão Paulo, BrazilHQ recorded Nov 6, 202611-5044 contacts →

Exact match

“Na RV4 Investimentos, transformamos conhecimento técnico em resultados financeiros sólidos.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchSao Paulo, BrazilHQ recorded Nov 6, 202651-20044 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 · Nov 6, 2026 · View company records in RevenueBase
17Exact matchNiterói, BrazilHQ recorded Nov 6, 202611-5043 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 · Nov 6, 2026 · View company records in RevenueBase
18Exact matchCuritiba, BrazilHQ recorded Nov 6, 202651-20043 contacts →

Exact match

“Somos a InvestFlow Investimentos!”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact match901, BrazilHQ recorded Nov 6, 202611-5039 contacts →

Exact match

“Para nós, o mais importante são seus sonhos e projetos de vida, somos um aliado fundamental para suas conquistas.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchCuritiba, BrazilHQ recorded Nov 6, 202651-20036 contacts →

Exact match

“Desde de 2013 te auxiliando a investir de maneira rentável e correta!”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchSao Paulo, BrazilHQ recorded Nov 6, 202611-5034 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 · Nov 6, 2026 · View company records in RevenueBase
22Exact matchBelo Horizonte, BrazilHQ recorded Nov 6, 202651-20033 contacts →

Exact match

“Libertas Asset é uma organização especializada na gestão e administração de portfólios.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchBauru, BrazilHQ recorded Nov 6, 202651-20033 contacts →

Exact match

“Assessoria de Investimentos vinculada ao BTG Pactual.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchPorto Alegre, BrazilHQ recorded Nov 6, 202611-5032 contacts →

Exact match

“A Auroque é uma empresa de investimentos credenciada à XP, com sede em Porto Alegre e filial em Gramado.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchBelo Horizonte, BrazilHQ recorded Nov 6, 202611-5030 contacts →

Exact match

“Existimos para que pessoas, famílias & empresas possuam assessoria de investimentos de qualidade técnica reconhecida.”

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

Showing 25 of 201 endowment management advisors based in Brazil

See the full list, filter by size, metro and specialty, and access 986 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Endowment management advisors based in Brazil at a glance

As of Nov 6, 2026
22.7%Verified-email coverage
21.6Average contacts per company
11-50Median size (employees)
35.3%Largest-city concentration · Sao Paulo
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
89
11-50
83
51-200
24
201-500
2
501-1,000
2

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 201 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 “endowment management advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 986 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Endowment management advisors by metro

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

How many endowment management advisors are there based in Brazil?

RevenueBase identified 201 company matches for endowment management advisors associated with Brazil as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Blue3 Investimentos tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most endowment management advisors?

Sao Paulo leads with 71 company records, followed by Rio De Janeiro (23) and Brasilia (7).

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 986 professional contacts with verified work emails tracked across these 201 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.

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About this data

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