Company lists · Data refreshed November 2026
Top 25 Expat financial planning services based in Brazil
RevenueBase identified 249 company matches for expat financial planning services associated with Brazil as of November 2026 and tracks 2,499 professional contacts across them, including 444 with verified work emails. Sao Paulo is the largest hub.
This list covers company matches for expat financial planning services 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.
The 25 largest expat financial planning services based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 295 contacts → | ||||
Exact match “A Lifetime Investimentos atua no mercado financeiro desde 2011.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 72 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 67 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 | |||||
| 4 | 54 contacts → | ||||
Exact match “A Ville Capital iniciou as atividades em 2021, com a missão de oferecer soluções inovadoras para clientes de Alta Renda, Private e Empresas.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 38 contacts → | ||||
Exact match “Assessoria de investimentos BTG Pactual” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 38 contacts → | ||||
Exact match “A Bull Investimentos é um escritório credenciado à XP Investimentos e referência no mercado financeiro brasileiro.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 37 contacts → | ||||
Exact match “Bem-vindo à Tutors Participações, um ecossistema de empresas dedicado a moldar o futuro dos negócios e do investimento.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 29 contacts → | ||||
Exact match “Aliá, que em hebraico significa “Ascensão”, tendo como símbolo a fêmea do elefante, animal centenário, forte, que transcende gerações, no mercado financeiro representa clientes…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 27 contacts → | ||||
Exact match “Neela is a consulting firm specializing in wealth and financial planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 25 contacts → | ||||
Exact match “Na Rumo, acreditamos que a saúde financeira precisa de tanto cuidado como saúde física.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 23 contacts → | ||||
Exact match “Somos especializados em internacionalizar o patrimônio de famílias no maior e mais seguro mercado financeiro do mundo: os Estados Unidos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 22 contacts → | ||||
Exact match “Phi: uma marca de Excelência Grupo empresarial curitibano fundado em 2010, focado em soluções financeiras personalizadas e reconhecido por sua excelência no atendimento e solidez…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 20 contacts → | ||||
Exact match “A Maclaude é uma empresa de Consultoria Patrimonial, nossa missão é ajudar as pessoas a planejar o seu futuro financeiro.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 20 contacts → | ||||
Exact match “Nos propomos a ajudar as pessoas a alcançarem seus objetivos financeiros e de vida.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 18 contacts → | ||||
Exact match “Queremos ser a assessoria definitiva do investidor que busca retorno de longo prazo aliado à proteção patrimonial.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 18 contacts → | ||||
Exact match “Escritório e AAI credenciado à XP Investimentos M2M Investimentos: Excelência e Confiança em Assessoria Financeira A M2M Investimentos, assessoria de investimentos de alta…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 16 contacts → | ||||
Exact match “Wealth Management with ethics, responsibility, and professionalism, building personalized portfolios locally and internationally while considering tax and succession aspects, and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 16 contacts → | ||||
Exact match “Serviços Financeiros” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 16 contacts → | ||||
Exact match “A Blend Capital ajuda você a investir nos melhores produtos, por meio de uma consultoria especializada e qualificadas nas maiores instituições que fazem parte do sistema de…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 15 contacts → | ||||
Exact match “A V10 Investimentos é uma consultoria financeira pessoal.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 13 contacts → | ||||
Exact match “Somos uma empresa de consultoria financeira especializada em Planejamento Financeiro e Consultoria de Investimentos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 12 contacts → | ||||
Exact match “A WG Capital é uma one stop shop de produtos e serviços financeiros e reúne, em um único lugar, todas as soluções que você e sua empresa precisam para crescer com segurança e…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 11 contacts → | ||||
Exact match “A KEEP The Future foi criada com o objetivo de cuidar da vida de nossos clientes, com um planejamento de vida baseado em suas necessidades imediatas.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 11 contacts → | ||||
Exact match “Na Atlanta Capital, nossa equipe é composta por empreendedores experientes que acreditam no valor das pessoas tanto quanto nos negócios.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 10 contacts → | ||||
Exact match “A FH Advisors nasceu do desejo de transformar a forma como as pessoas lidam com suas finanças, por meio do serviço de planejamento financeiro e elaboração de carteiras e…” Recorded in the RevenueBase company graph · Nov 6, 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 “expat financial planning services”. 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 249 expat financial planning services based in Brazil
See the full list, filter by size, metro and specialty, and access 444 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Expat financial planning services based in Brazil at a glance
As of Nov 6, 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 249 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 “expat financial planning services” 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 444 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.
Expat financial planning services 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 “expat financial planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many expat financial planning services are there based in Brazil?
RevenueBase identified 249 company matches for expat financial planning services 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?
Lifetime Investimentos tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most expat financial planning services?
Sao Paulo leads with 82 company records, followed by Rio De Janeiro (24) and Belo Horizonte (19).
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 444 professional contacts with verified work emails tracked across these 249 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.
Ready to reach these companies? Verified emails and direct dials for all 249 expat financial planning services based in Brazil. Start with a free account, no credit card.
Download this list →Related lists
Expat financial planning services by geography
- Expat financial planning services based in Melbourne, Australia
- Expat financial planning services based in Sydney, Australia
- Expat financial planning services based in Sao Paulo, Brazil
- Expat financial planning services based in Calgary, Canada
- Expat financial planning services based in Toronto, Canada
- Expat financial planning services based in Lyon, France
- Expat financial planning services based in Paris, France
- Expat financial planning services based in Bangalore, India
- Expat financial planning services based in Mumbai, India
- Expat financial planning services based in New Delhi, India
- Expat financial planning services based in Dublin, Ireland
- Expat financial planning services based in Singapore, Singapore
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
- Expat financial planning services based in Melbourne, Australia
- Expat financial planning services based in Sydney, Australia
- Expat financial planning services based in Sao Paulo, Brazil
- Expat financial planning services based in Calgary, Canada
- Expat financial planning services based in Toronto, Canada
- Expat financial planning services based in Lyon, France
Company intelligence · public preview
Top 25 expat financial planning services 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 249 matching company records for expat financial planning services based in Brazil, with 2,499 tracked contacts and 444 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: November 6, 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 expat financial planning services 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 |  Lifetime Investimentoslftm.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 295 contacts → |
“A Lifetime Investimentos atua no mercado financeiro desde 2011.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Nord Wealthnordinvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 72 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Petrópolis Investpetropolisinvestimentos.com.brHQ: Petrópolis, BrazilReported employees: 51-200 | Petrópolis, Brazil | 51-200 | Exact match | 67 contacts → |
“Nascemos em Petrópolis há 10 anos com uma convicção simples: assessoria de investimentos de verdade exige presença, não apenas plataforma.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Ville Capital XP Investimentosvillecapital.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 54 contacts → |
“A Ville Capital iniciou as atividades em 2021, com a missão de oferecer soluções inovadoras para clientes de Alta Renda, Private e Empresas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Legacy Investimentoslegacyinvestimentos.com.brHQ: Ribeirão Preto, BrazilReported employees: 11-50 | Ribeirão Preto, Brazil | 11-50 | Exact match | 38 contacts → |
“Assessoria de investimentos BTG Pactual” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Bull Investimentosinvistabull.com.brHQ: Itajai, BrazilReported employees: 51-200 | Itajai, Brazil | 51-200 | Exact match | 38 contacts → |
“A Bull Investimentos é um escritório credenciado à XP Investimentos e referência no mercado financeiro brasileiro.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Tutors Participaçõestutorsparticipacoes.comHQ: Cuiabá, BrazilReported employees: 51-200 | Cuiabá, Brazil | 51-200 | Exact match | 37 contacts → |
“Bem-vindo à Tutors Participações, um ecossistema de empresas dedicado a moldar o futuro dos negócios e do investimento.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Aliá Investimentosaliainvestimentos.com.br HQ: Goiania, BrazilReported employees: 11-50 | Goiania, Brazil | 11-50 | Exact match | 29 contacts → |
“Aliá, que em hebraico significa “Ascensão”, tendo como símbolo a fêmea do elefante, animal centenário, forte, que transcende gerações, no mercado financeiro representa clientes…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | NEELAneela.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 27 contacts → |
“Neela is a consulting firm specializing in wealth and financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Grupo Rumo Consultório Financeirorumocf.com.brHQ: Barueri, BrazilReported employees: 11-50 | Barueri, Brazil | 11-50 | Exact match | 25 contacts → |
“Na Rumo, acreditamos que a saúde financeira precisa de tanto cuidado como saúde física.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Guardian Capitalguardiantrustcapital.comHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 23 contacts → |
“Somos especializados em internacionalizar o patrimônio de famílias no maior e mais seguro mercado financeiro do mundo: os Estados Unidos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  PHIphiinvestimentos.com.brHQ: Curitiba, BrazilReported employees: 11-50 | Curitiba, Brazil | 11-50 | Exact match | 22 contacts → |
“Phi: uma marca de Excelência Grupo empresarial curitibano fundado em 2010, focado em soluções financeiras personalizadas e reconhecido por sua excelência no atendimento e solidez…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Maclaudemaclaude.com.brHQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 20 contacts → |
“A Maclaude é uma empresa de Consultoria Patrimonial, nossa missão é ajudar as pessoas a planejar o seu futuro financeiro.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  OUROouroinvestimentos.comHQ: Cuiabá, BrazilReported employees: 11-50 | Cuiabá, Brazil | 11-50 | Exact match | 20 contacts → |
“Nos propomos a ajudar as pessoas a alcançarem seus objetivos financeiros e de vida.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  BOA Vista Investimentosboavistainvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 18 contacts → |
“Queremos ser a assessoria definitiva do investidor que busca retorno de longo prazo aliado à proteção patrimonial.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  M2m Investimentosm2minvestimentos.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 18 contacts → |
“Escritório e AAI credenciado à XP Investimentos M2M Investimentos: Excelência e Confiança em Assessoria Financeira A M2M Investimentos, assessoria de investimentos de alta…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Baluarte Capitalbaluartecapital.comHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 16 contacts → |
“Wealth Management with ethics, responsibility, and professionalism, building personalized portfolios locally and internationally while considering tax and succession aspects, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Níkn Advisorynikn.com.brHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 16 contacts → |
“Serviços Financeiros” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Blend Capitalblendcapital.com.brHQ: Goiânia, BrazilReported employees: 11-50 | Goiânia, Brazil | 11-50 | Exact match | 16 contacts → |
“A Blend Capital ajuda você a investir nos melhores produtos, por meio de uma consultoria especializada e qualificadas nas maiores instituições que fazem parte do sistema de…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  V10 Investimentosv10investimentos.com.brHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 15 contacts → |
“A V10 Investimentos é uma consultoria financeira pessoal.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  MZM Wealthmzmwealth.comHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 13 contacts → |
“Somos uma empresa de consultoria financeira especializada em Planejamento Financeiro e Consultoria de Investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  WG Capitalwgcapital.com.brHQ: Curitiba, BrazilReported employees: 1-10 | Curitiba, Brazil | 1-10 | Exact match | 12 contacts → |
“A WG Capital é uma one stop shop de produtos e serviços financeiros e reúne, em um único lugar, todas as soluções que você e sua empresa precisam para crescer com segurança e…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Keep The Futurekeepthefuture.com.brHQ: Itatiba, BrazilReported employees: 11-50 | Itatiba, Brazil | 11-50 | Exact match | 11 contacts → |
“A KEEP The Future foi criada com o objetivo de cuidar da vida de nossos clientes, com um planejamento de vida baseado em suas necessidades imediatas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Atlanta Capitalatlantacapital.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 11 contacts → |
“Na Atlanta Capital, nossa equipe é composta por empreendedores experientes que acreditam no valor das pessoas tanto quanto nos negócios.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  FH Advisorsfhadvisors.com.brHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 10 contacts → |
“A FH Advisors nasceu do desejo de transformar a forma como as pessoas lidam com suas finanças, por meio do serviço de planejamento financeiro e elaboração de carteiras e…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 249 company matches
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Expat financial planning services: dataset insights
November 6, 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
249 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 249 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: November 6, 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 ↗
Expat financial planning services by metro
Questions about this company list
What does Exact match mean for expat financial planning services?
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 expat financial planning services did RevenueBase find based in Brazil?
The saved snapshot records 249 matching company records, 2,499 tracked contacts and 444 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: November 6, 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
Expat financial planning services by geography
- Expat financial planning services based in Melbourne, Australia
- Expat financial planning services based in Sydney, Australia
- Expat financial planning services based in Sao Paulo, Brazil
- Expat financial planning services based in Calgary, Canada
- Expat financial planning services based in Toronto, Canada
- Expat financial planning services based in Lyon, France
- Expat financial planning services based in Paris, France
- Expat financial planning services based in Bangalore, India
- Expat financial planning services based in Mumbai, India
- Expat financial planning services based in New Delhi, India
- Expat financial planning services based in Dublin, Ireland
- Expat financial planning services based in Singapore, Singapore
Cite this list
RevenueBase Data Team. Top 25 expat financial planning services based in Brazil. Snapshot: November 6, 2026. https://revenuebase.ai/companies/expat-financial-planning-services/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
- Expat financial planning services based in Melbourne, Australia
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Company intelligence · public preview
Top 25 expat financial planning services based in Brazil
RevenueBase records 249 matching company records for expat financial planning services based in Brazil, with 2,499 tracked contacts and 444 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: November 6, 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 expat financial planning services 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 | Lifetime Investimentoslftm.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 295 contacts → |
“A Lifetime Investimentos atua no mercado financeiro desde 2011.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Nord Wealthnordinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 72 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Petrópolis Investpetropolisinvestimentos.com.br HQ: Petrópolis, BrazilReported employees: 51-200 | Petrópolis, Brazil | 51-200 | Exact match | 67 contacts → |
“Nascemos em Petrópolis há 10 anos com uma convicção simples: assessoria de investimentos de verdade exige presença, não apenas plataforma.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Ville Capital XP Investimentosvillecapital.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 54 contacts → |
“A Ville Capital iniciou as atividades em 2021, com a missão de oferecer soluções inovadoras para clientes de Alta Renda, Private e Empresas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Legacy Investimentoslegacyinvestimentos.com.br HQ: Ribeirão Preto, BrazilReported employees: 11-50 | Ribeirão Preto, Brazil | 11-50 | Exact match | 38 contacts → |
“Assessoria de investimentos BTG Pactual” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Bull Investimentosinvistabull.com.br HQ: Itajai, BrazilReported employees: 51-200 | Itajai, Brazil | 51-200 | Exact match | 38 contacts → |
“A Bull Investimentos é um escritório credenciado à XP Investimentos e referência no mercado financeiro brasileiro.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Tutors Participaçõestutorsparticipacoes.com HQ: Cuiabá, BrazilReported employees: 51-200 | Cuiabá, Brazil | 51-200 | Exact match | 37 contacts → |
“Bem-vindo à Tutors Participações, um ecossistema de empresas dedicado a moldar o futuro dos negócios e do investimento.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Aliá Investimentosaliainvestimentos.com.br HQ: Goiania, BrazilReported employees: 11-50 | Goiania, Brazil | 11-50 | Exact match | 29 contacts → |
“Aliá, que em hebraico significa “Ascensão”, tendo como símbolo a fêmea do elefante, animal centenário, forte, que transcende gerações, no mercado financeiro representa clientes…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | NEELAneela.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 27 contacts → |
“Neela is a consulting firm specializing in wealth and financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Grupo Rumo Consultório Financeirorumocf.com.br HQ: Barueri, BrazilReported employees: 11-50 | Barueri, Brazil | 11-50 | Exact match | 25 contacts → |
“Na Rumo, acreditamos que a saúde financeira precisa de tanto cuidado como saúde física.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Guardian Capitalguardiantrustcapital.com HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 23 contacts → |
“Somos especializados em internacionalizar o patrimônio de famílias no maior e mais seguro mercado financeiro do mundo: os Estados Unidos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | PHIphiinvestimentos.com.br HQ: Curitiba, BrazilReported employees: 11-50 | Curitiba, Brazil | 11-50 | Exact match | 22 contacts → |
“Phi: uma marca de Excelência Grupo empresarial curitibano fundado em 2010, focado em soluções financeiras personalizadas e reconhecido por sua excelência no atendimento e solidez…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Maclaudemaclaude.com.br HQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 20 contacts → |
“A Maclaude é uma empresa de Consultoria Patrimonial, nossa missão é ajudar as pessoas a planejar o seu futuro financeiro.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | OUROouroinvestimentos.com HQ: Cuiabá, BrazilReported employees: 11-50 | Cuiabá, Brazil | 11-50 | Exact match | 20 contacts → |
“Nos propomos a ajudar as pessoas a alcançarem seus objetivos financeiros e de vida.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | BOA Vista Investimentosboavistainvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 18 contacts → |
“Queremos ser a assessoria definitiva do investidor que busca retorno de longo prazo aliado à proteção patrimonial.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | M2m Investimentosm2minvestimentos.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 18 contacts → |
“Escritório e AAI credenciado à XP Investimentos M2M Investimentos: Excelência e Confiança em Assessoria Financeira A M2M Investimentos, assessoria de investimentos de alta…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Baluarte Capitalbaluartecapital.com HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 16 contacts → |
“Wealth Management with ethics, responsibility, and professionalism, building personalized portfolios locally and internationally while considering tax and succession aspects, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Níkn Advisorynikn.com.br HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 16 contacts → |
“Serviços Financeiros” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Blend Capitalblendcapital.com.br HQ: Goiânia, BrazilReported employees: 11-50 | Goiânia, Brazil | 11-50 | Exact match | 16 contacts → |
“A Blend Capital ajuda você a investir nos melhores produtos, por meio de uma consultoria especializada e qualificadas nas maiores instituições que fazem parte do sistema de…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | V10 Investimentosv10investimentos.com.br HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 15 contacts → |
“A V10 Investimentos é uma consultoria financeira pessoal.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | MZM Wealthmzmwealth.com HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 13 contacts → |
“Somos uma empresa de consultoria financeira especializada em Planejamento Financeiro e Consultoria de Investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | WG Capitalwgcapital.com.br HQ: Curitiba, BrazilReported employees: 1-10 | Curitiba, Brazil | 1-10 | Exact match | 12 contacts → |
“A WG Capital é uma one stop shop de produtos e serviços financeiros e reúne, em um único lugar, todas as soluções que você e sua empresa precisam para crescer com segurança e…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Keep The Futurekeepthefuture.com.br HQ: Itatiba, BrazilReported employees: 11-50 | Itatiba, Brazil | 11-50 | Exact match | 11 contacts → |
“A KEEP The Future foi criada com o objetivo de cuidar da vida de nossos clientes, com um planejamento de vida baseado em suas necessidades imediatas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Atlanta Capitalatlantacapital.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 11 contacts → |
“Na Atlanta Capital, nossa equipe é composta por empreendedores experientes que acreditam no valor das pessoas tanto quanto nos negócios.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | FH Advisorsfhadvisors.com.br HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 10 contacts → |
“A FH Advisors nasceu do desejo de transformar a forma como as pessoas lidam com suas finanças, por meio do serviço de planejamento financeiro e elaboração de carteiras e…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 249 company matches
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Expat financial planning services: dataset insights
November 6, 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
249 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 249 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: November 6, 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 ↗
Expat financial planning services by metro
Questions about this company list
What does Exact match mean for expat financial planning services?
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 expat financial planning services did RevenueBase find based in Brazil?
The saved snapshot records 249 matching company records, 2,499 tracked contacts and 444 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: November 6, 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
Expat financial planning services by geography
- Expat financial planning services based in Melbourne, Australia
- Expat financial planning services based in Sydney, Australia
- Expat financial planning services based in Sao Paulo, Brazil
- Expat financial planning services based in Calgary, Canada
- Expat financial planning services based in Toronto, Canada
- Expat financial planning services based in Lyon, France
- Expat financial planning services based in Paris, France
- Expat financial planning services based in Bangalore, India
- Expat financial planning services based in Mumbai, India
- Expat financial planning services based in New Delhi, India
- Expat financial planning services based in Dublin, Ireland
- Expat financial planning services based in Singapore, Singapore
Cite this list
RevenueBase Data Team. Top 25 expat financial planning services based in Brazil. Snapshot: November 6, 2026. https://revenuebase.ai/companies/expat-financial-planning-services/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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- Expat financial planning services based in Melbourne, Australia
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