Company lists · Data refreshed September 2026

Top 25 Family office managers based in Brazil

RevenueBase identified 518 company matches for family office managers associated with Brazil as of September 2026 and tracks 21,202 professional contacts across them, including 6,705 with verified work emails. Sao Paulo is the largest hub.

This list covers company matches for family office managers 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 September 20, 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 Sep 20, 2026 How this list was built
518Companies
21,202Contacts tracked
6,705Verified emails
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The 25 largest family office managers based in Brazil

Ranked by team size
Top 25 of 518 company matches for family office managers based in Brazil, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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 matchSao Paulo, BrazilHQ recorded Sep 20, 202610001+10,838 contacts →

Exact match

“Somos referência em investimentos.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2Exact matchRibeirão Preto, BrazilHQ recorded Sep 20, 2026501-1,000591 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 · Sep 20, 2026 · View company records in RevenueBase
3Exact matchSao Paulo, BrazilHQ recorded Sep 20, 2026501-1,000530 contacts →

Exact match

“Na Monte Bravo, nosso propósito é claro: construir um mercado de assessoria financeria melhor para fazer a diferença na vida das pessoas através do mercado financeiro.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4Exact matchSao Paulo, BrazilHQ recorded Sep 20, 2026201-500267 contacts →

Exact match

“A Lifetime Investimentos atua no mercado financeiro desde 2011.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchCampinas, BrazilHQ recorded Sep 20, 2026201-500265 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 · Sep 20, 2026 · View company records in RevenueBase
6Exact matchPorto Alegre, BrazilHQ recorded Sep 20, 2026201-500264 contacts →

Exact match

“Somos mais do que uma empresa de investimentos.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchSão Paulo, BrazilHQ recorded Sep 20, 2026201-500181 contacts →

Exact match

“Com uma veia empreendedora e um histórico no mercado acionário brasileiro oriunda desde 1989, a Criteria foi fundada em 2014 buscando aprimorar o serviço de rentabilização e…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchSão Paulo, BrazilHQ recorded Sep 20, 202651-200177 contacts →

Exact match

“Em 2012, Carolina Giovanella fundou a Portofino para cuidar do patrimônio da própria família.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchSao Paulo, BrazilHQ recorded Sep 20, 2026201-500168 contacts →

Exact match

“Somos uma assessoria financeira credenciada à XP Investimentos, com mais de R$ 12 bilhões sob custódia, dedicada a oferecer soluções patrimoniais alinhadas aos objetivos, momento…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchSao Paulo, BrazilHQ recorded Sep 20, 202651-200155 contacts →

Exact match

“Turim é eleita o Melhor Family Office do Brasil e da América Latina pela Euromoney!”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11Exact matchSao Paulo, BrazilHQ recorded Sep 20, 202651-200121 contacts →

Exact match

“Somos uma família administrando os bens de outras famílias.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12Exact matchSão Paulo, BrazilHQ recorded Sep 20, 202651-20096 contacts →

Exact match

“A WHG é uma instituição financeira de private independente, focada em wealth management e asset management.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13Exact matchFlorianópolis, BrazilHQ recorded Sep 20, 202651-20096 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 · Sep 20, 2026 · View company records in RevenueBase
14Exact matchSao Paulo, BrazilHQ recorded Sep 20, 202651-20086 contacts →

Exact match

“Fundada em 2004, a TAG Investimentos é uma das cinco maiores gestoras de patrimônio independentes do Brasil, especializada na administração global do portfólio de famílias…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15Exact matchSao Bernardo Do Campo, BrazilHQ recorded Sep 20, 202651-20080 contacts →

Exact match

“Em 2017, tivemos uma ideia.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16Exact matchAnápolis, BrazilHQ recorded Sep 20, 202651-20077 contacts →

Exact match

“Na Kaza Capital, transformamos estratégia em resultados.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17Exact matchBelo Horizonte, BrazilHQ recorded Sep 20, 202651-20070 contacts →

Exact match

“We are Veneto Family Office, a wealth management firm with.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18Exact matchSao Paulo, BrazilHQ recorded Sep 20, 2026201-50069 contacts →

Exact match

“O Grupo Julius Baer é referência mundial em Wealth Management há mais de um século e está presente nos principais centros financeiros do mundo.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19Exact matchCampinas, BrazilHQ recorded Sep 20, 202651-20067 contacts →

Exact match

“Riqueza, investimentos e confiança.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20Exact matchCampinas, BrazilHQ recorded Sep 20, 202651-20067 contacts →

Exact match

“Sobre a WIT Invest: Existimos para cuidar do seu patrimônio de maneira simples e personalizada, como faria um Family office.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21Exact matchSao Paulo, BrazilHQ recorded Sep 20, 202651-20064 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 · Sep 20, 2026 · View company records in RevenueBase
22Exact matchSao Paulo, BrazilHQ recorded Sep 20, 202611-5064 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 · Sep 20, 2026 · View company records in RevenueBase
23Exact matchPetrópolis, BrazilHQ recorded Sep 20, 202651-20061 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 · Sep 20, 2026 · View company records in RevenueBase
24Exact matchSão Luís, BrazilHQ recorded Sep 20, 202651-20061 contacts →

Exact match

“Somos uma assessoria de investimentos do segmento de alta renda credenciada à XP Investimentos, a maior Corretora de Valores da América Latina.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25Exact matchSao Paulo, BrazilHQ recorded Sep 20, 202651-20059 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 · Sep 20, 2026 · View company records in RevenueBase

Showing 25 of 518 family office managers based in Brazil

See the full list, filter by size, metro and specialty, and access 6,705 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Family office managers based in Brazil at a glance

As of Sep 20, 2026
31.6%Verified-email coverage
40.9Average contacts per company
11-50Median size (employees)
43.6%Largest-city concentration · Sao Paulo
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
249
11-50
194
51-200
55
201-500
12
501-1,000
3
5,001-10,000
2
10001+
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 518 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 “family office managers” 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 6,705 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 September 20, 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.

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 “family office managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many family office managers are there based in Brazil?

RevenueBase identified 518 company matches for family office managers associated with Brazil as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

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

Which city has the most family office managers?

Sao Paulo leads with 226 company records, followed by Rio De Janeiro (48) and Curitiba (24).

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 6,705 professional contacts with verified work emails tracked across these 518 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 September 20, 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.