Company lists · Data refreshed September 2026

Top 25 Estate planning advisors based in Brazil

Name: Estate planning advisors based in Brazil
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 183 companies tracked

RevenueBase identified 183 estate planning advisors headquartered in Brazil as of September 2026 and tracks 1,348 professional contacts across them, including 177 with verified work emails. Sao Paulo is the largest hub.

This list covers estate planning advisors 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

183Companies

1,348Contacts tracked

177Verified emails

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The 25 largest estate planning advisors based in Brazil

Ranked by team size

Top 25 of 183 estate planning advisors 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 estate planning advisors: 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	Legacy Investimentos	Indirect evidence	Ribeirão Preto, BrazilHQ checked Sep 19, 2026	11-50	38 contacts →
	Indirect evidence “Assessoria de investimentos BTG Pactual” Source: RevenueBase Database · checked Sep 19, 2026
2	Aliá Investimentos	Indirect evidence	Goiania, BrazilHQ checked Sep 19, 2026	11-50	33 contacts →
	Indirect evidence “Aliá, que em hebraico significa “Ascensão”, tendo como símbolo a fêmea do elefante, animal centenário, forte, que transcende gerações, no mercado financeiro representa clientes…” Source: RevenueBase Database · checked Sep 19, 2026
3	Brasil WM Multi Family Office	Indirect evidence	Rio De Janeiro, BrazilHQ checked Sep 19, 2026	11-50	31 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
4	Grupo Rumo Consultório Financeiro	Indirect evidence	Barueri, BrazilHQ checked Sep 19, 2026	11-50	24 contacts →
	Indirect evidence “Na Rumo, acreditamos que a saúde financeira precisa de tanto cuidado como saúde física.” Source: RevenueBase Database · checked Sep 19, 2026
5	Nogueira Pires Advogados	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 19, 2026	11-50	22 contacts →
	Indirect evidence “Nogueira Pires Advogados Sócios: Andrea Nogueira Neves Juliana Pires Gonçalves de Oliveira Com foco na Pessoa Física, Nogueira Pires Advogados é um escritório moderno e dinâmico…” Source: RevenueBase Database · checked Sep 19, 2026
6	Maclaude	Indirect evidence	Rio De Janeiro, BrazilHQ checked Sep 19, 2026	51-200	21 contacts →
	Indirect evidence “A Maclaude é uma empresa de Consultoria Patrimonial, nossa missão é ajudar as pessoas a planejar o seu futuro financeiro.” Source: RevenueBase Database · checked Sep 19, 2026
7	Colaco Contabilidade	Indirect evidence	Curitiba, BrazilHQ checked Sep 19, 2026	11-50	20 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
8	Spcap Investimentos AAI Credenciado À XPI	Indirect evidence	São Paulo, BrazilHQ checked Sep 19, 2026	11-50	18 contacts →
	Indirect evidence “Perpetue seu patrimônio para as próximas gerações Somos uma empresa de agentes autônomos de investimento, constituída em 2018 por um grupo de executivos de Private Banking…” Source: RevenueBase Database · checked Sep 19, 2026
9	Aram Capital	Indirect evidence	São Paulo, BrazilHQ checked Sep 19, 2026	11-50	16 contacts →
	Indirect evidence “Sobre a ARAM CAPITAL: Gestora de patrimônio que entrega resultado e inteligência em relacionamentos de verdade.” Source: RevenueBase Database · checked Sep 19, 2026
10	Níkn Advisory	Indirect evidence	Rio De Janeiro, BrazilHQ checked Sep 19, 2026	11-50	12 contacts →
	Indirect evidence “Serviços Financeiros” Source: RevenueBase Database · checked Sep 19, 2026
11	Hosken Cunha Advogados	Indirect evidence	Brasília, BrazilHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence “A Hosken & Cunha Advogados é um escritório especializado em Arquitetura Patrimonial, dedicado a estruturar, proteger e perpetuar patrimônios de empresários e suas famílias ao…” Source: RevenueBase Database · checked Sep 19, 2026
12	Atlanta Capital	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence “Na Atlanta Capital, nossa equipe é composta por empreendedores experientes que acreditam no valor das pessoas tanto quanto nos negócios.” Source: RevenueBase Database · checked Sep 19, 2026
13	Novo Conceito Consultoria	Indirect evidence	Jundiaí, BrazilHQ checked Sep 19, 2026	11-50	8 contacts →
	Indirect evidence “A Novo Conceito Consultoria e Treinamento é especializada em organização patrimonial, planejamento sucessório e gestão tributária estratégica.” Source: RevenueBase Database · checked Sep 19, 2026
14	Prospere Consultoria Estratégica	Indirect evidence	Ribeirão Preto, BrazilHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “Fundada em 2016, a Prospere Consultoria Estratégica tem como missão proporcionar tranquilidade e segurança aos nossos clientes, por meio de soluções personalizadas, que garantam a…” Source: RevenueBase Database · checked Sep 19, 2026
15	BGM Consultoria Empresarial	Indirect evidence	Porto Alegre, BrazilHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “Empresas não crescem apenas por vender mais.” Source: RevenueBase Database · checked Sep 19, 2026
16	Tlbr Advogados	Partial evidence	Goiânia, BrazilHQ checked Sep 19, 2026	11-50	6 contacts →
	Partial evidence “Tartuce, Lenza, Brands e Rodrigues Advogados é um escritório boutique localizado em Goiânia e Rio Verde, no estado de Goiás, com atuação nacional e foco em organização, proteção e…” Source: RevenueBase Database · checked Sep 19, 2026
17	Herdei	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “A Herdei é uma plataforma digital criada para destravar o seu patrimônio.” Source: RevenueBase Database · checked Sep 19, 2026
18	DI Nardo & Cossi Advogados	Indirect evidence	Campinas, BrazilHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Escritório de Advocacia Boutique especialista em Direito Tributário e Planejamento Sucessório e Patrimonial” Source: RevenueBase Database · checked Sep 19, 2026
19	Kimura E Salmeron Advogados	Indirect evidence	São Paulo, BrazilHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Assessoria personalizada para clientes exigentes.” Source: RevenueBase Database · checked Sep 19, 2026
20	SBP LAW	Indirect evidence	São Paulo, BrazilHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Suessmann, Bessa, Pelizzon Advogados \| SBP Law \| O Escritório foi fundado com o propósito de fornecer assessoria legal multidisciplinar nas áreas de direito tributário…” Source: RevenueBase Database · checked Sep 19, 2026
21	Marafon, Soares & Nagai Advogados	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “MARAFON, SOARES & NAGAI ADVOGADOS é uma sociedade de advogados concebida com o propósito de oferecer serviços de alta qualidade nas áreas do direito tributário, societário e…” Source: RevenueBase Database · checked Sep 19, 2026
22	Braúna Planejamento Financeiro	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 19, 2026	11-50	4 contacts →
	Indirect evidence “Fundada em 2015, a Braúna Investimentos surgiu do sonho de profissionais com extensa experiência no mercado financeiro, visando criar uma empresa com serviço diferenciado quanto à…” Source: RevenueBase Database · checked Sep 19, 2026
23	Hilgert E Ferrazzo Sociedade DE Advogados	Indirect evidence	Porto Alegre, BrazilHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Consultoria jurídica nas áreas de Direito Societário e Tributário.” Source: RevenueBase Database · checked Sep 19, 2026
24	Uemura Advocacia	Indirect evidence	São Paulo, BrazilHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Nosso escritório é especializado e focado em Planejamento Sucessório e Governança Familiar.” Source: RevenueBase Database · checked Sep 19, 2026
25	Sofia Finance	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Atuamos em toda estratégia de estruturação financeira e patrimonial familiar, oferecendo, desta forma, uma perspectiva mais ampla, conectando todos os aspectos de suas finanças…” 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: estate planning advisors. 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 estate planning advisors.
Partial evidence: Its own public description names part of estate planning advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name estate planning advisors. 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 183 estate planning advisors based in Brazil

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Estate planning advisors based in Brazil at a glance

As of Sep 19, 2026

13.1%Verified-email coverage

7.4Average contacts per company

1-10Median size (employees)

33.9%Largest-city concentration · Sao Paulo

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

139

11-50

51-200

501-1,000

10001+

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 183 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 estate planning advisors, 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 “estate planning advisors”. 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 estate planning advisors), 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 estate planning advisors, 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, 177 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.

Estate planning advisors by metro

Estate planning advisors in Sao Paulo62

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 estate planning advisors, 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 estate planning advisors are there based in Brazil?

RevenueBase identified 183 estate planning advisors 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?

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

Which city has the most estate planning advisors?

Sao Paulo leads with 62 headquartered companies, followed by Rio De Janeiro (11) and Porto Alegre (10).

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 177 verified decision-maker contacts tracked across these 183 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.