Company lists · Data refreshed September 2026

Top 25 Family office software providers based in Brazil

RevenueBase identified 177 company matches for family office software providers associated with Brazil as of September 2026 and tracks 2,955 professional contacts across them, including 624 with verified work emails and 110 with mobile numbers. Sao Paulo is the largest hub.

This list covers company matches for family office software providers 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 2, 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 2, 2026 How this list was built
177Companies
2,955Contacts tracked
624Verified emails
110Mobile numbers
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The 25 largest family office software providers based in Brazil

Ranked by team size
Top 25 of 177 company matches for family office software providers based in Brazil, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 2, 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 matchCuritiba, Brazil51-200174 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
2Exact matchSao Paulo, Brazil51-20092 contacts →

Exact match

“We are an independent technology company founded with the goal of organizing the investment market.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
3Exact matchSao Paulo, Brazil201-50069 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 2, 2026 · View company records in RevenueBase
4Exact matchSao Paulo, Brazil11-5057 contacts →

Exact match

“A Investtools é uma empresa sediada no Rio de Janeiro com mais 15 anos de know-how dos principais processos do ecossistema financeiro.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
5Exact matchRio De Janeiro, Brazil51-20053 contacts →

Exact match

“A HCI Advisors é um Family Office multi-modelo e multi-instituição, uma combinação que poucos no mercado oferecem e que abre um novo horizonte de atuação para advisors experientes.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
6Exact matchSao Paulo, Brazil51-20053 contacts →

Exact match

“Somos um multi-family office com espírito de single family office.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
7Exact matchSao Paulo, Brazil11-5052 contacts →

Exact match

“Somos um multi-family office que conecta você, sua família e seu patrimônio a oportunidades diferenciadas nos principais mercados do mundo, por meio de soluções financeiras…”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
8Exact matchSao Paulo, Brazil11-5040 contacts →

Exact match

“Wright Capital é um multifamily office independente, pioneiro na gestão de patrimônio global com olhar para sustentabilidade e impacto socioambiental.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
9Exact matchUberlandia, Brazil51-20039 contacts →

Exact match

“De um single family office para um multi family office, a Ghia é parceira das famílias de alta renda, gerindo patrimônios e construindo valor, com competência, transparência e…”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
10Exact matchGoiania, Brazil11-5037 contacts →

Exact match

“MISSÃO Ser o braço direito de nossos clientes na busca das melhores decisões financeiras e patrimoniais, proporcionando TRANQUILIDADE, SEGURANÇA e LIBERDADE para as famílias.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
11Exact matchRio De Janeiro, Brazil11-5035 contacts →

Exact match

“A Faros Multi Family Office atua no mais alto padrão de excelência, especializada no atendimento de clientes exclusivos.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
12Exact matchSao Paulo, Brazil11-5032 contacts →

Exact match

“We are a multi-family office working as a strategic ally of families who wish to manage their financial assets in an orderly and effective manner.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
13Exact matchSao Paulo, Brazil11-5030 contacts →

Exact match

“A ABS - Asset Banking System desenvolve e fornece soluções de software integrados para bancos, corretoras, distribuidoras, gestoras de recursos, wealth management, multi e single…”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
14Exact matchSao Paulo, Brazil11-5029 contacts →

Exact match

“Multi Family Office focado em astros do esporte e do entretenimento.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
15Exact matchRibeirao Preto, Brazil11-5028 contacts →

Exact match

“A Patagônia Capital é uma Gestora de Recursos e Multi Family Office que, de forma simplificada, promove o acesso ao Mercado de Capitais para famílias e investidores.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
16Exact matchSao Paulo, Brazil11-5027 contacts →

Exact match

“A Sten Gestão Patrimonial é um Family Office na sua essência, focado em atender pessoas, com independência e um time altamente capacitado para garantir as melhores oportunidades.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
17Exact matchSao Paulo, Brazil11-5026 contacts →

Exact match

“Somos um dos pioneiros a trazer para o Brasil a atividade de um Family Office independente Full Service, a partir de Sempre foi uma história de inovação, governança e excelência…”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
18Exact matchRj, Brazil11-5024 contacts →

Exact match

“A AWARE INVESTMENTS é um Multi-Family Office (MFO) especializado em gestão de patrimônios.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
19Exact matchSao Paulo, Brazil11-5020 contacts →

Exact match

“A InvestPort é um Multi Family Office com o propósito de servir e acompanhar famílias por gerações na busca do equilíbrio delicado entre a proteção e a expansão da riqueza.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
20Exact matchSao Paulo, Brazil11-5019 contacts →

Exact match

“Somos um Multi Family Office especializado em gestão de patrimônio, planejamento financeiro e sucessão familiar.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
21Exact matchFlorianopolis, Brazil11-5019 contacts →

Exact match

“Somos uma gestora de investimentos com DNA voltado à estruturação e perpetuação do patrimônio familiar.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
22Exact matchSao Paulo, Brazil11-5018 contacts →

Exact match

“A Garin Multi Family Office é a evolução de uma tradicional gestora, agora dedicada exclusivamente à preservação de patrimônio de famílias que buscam segurança, proximidade e…”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
23Exact matchSao Paulo, Brazil11-5016 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
24Exact matchRio De Janeiro, Brazil11-5015 contacts →

Exact match

“A Capri Family Office é uma gestora de patrimônio focada no segmento de Multi-Family Office.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
25Exact matchSao Paulo, Brazil11-5015 contacts →

Exact match

“Sobre a ARAM CAPITAL: Gestora de patrimônio que entrega resultado e inteligência em relacionamentos de verdade.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase

Showing 25 of 177 family office software providers based in Brazil

See the full list, filter by size, metro and specialty, and access 624 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Family office software providers based in Brazil at a glance

As of Sep 2, 2026
21.1%Verified-email coverage
3.7%Mobile-number coverage
16.7Average contacts per company
11-50Median size (employees)
48.6%Largest-city concentration · Sao Paulo
Sep 2, 2026Page data refreshed

Companies by employee count

1-10
84
11-50
77
51-200
14
201-500
2

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 software providers” 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 624 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 2, 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.

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

How many family office software providers are there based in Brazil?

RevenueBase identified 177 company matches for family office software providers 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?

Portofino Multi Family Office tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most family office software providers?

Sao Paulo leads with 86 company records, followed by Rio De Janeiro (23) and Curitiba (14).

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 624 professional contacts with verified work emails tracked across these 177 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 2, 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.