Company lists · Data refreshed September 2026
Top 25 Family office software providers based in Brazil
RevenueBase identified 177 family office software providers headquartered in 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 family office software providers 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 2, 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.
The 25 largest family office software providers based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 174 contacts → | ||||
Indirect evidence “Em 2012, Carolina Giovanella fundou a Portofino para cuidar do patrimônio da própria família.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 2 | 92 contacts → | ||||
Indirect evidence “We are an independent technology company founded with the goal of organizing the investment market.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 3 | 69 contacts → | ||||
Indirect evidence “O Grupo Julius Baer é referência mundial em Wealth Management há mais de um século e está presente nos principais centros financeiros do mundo.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 4 | 57 contacts → | ||||
Indirect evidence “A Investtools é uma empresa sediada no Rio de Janeiro com mais 15 anos de know-how dos principais processos do ecossistema financeiro.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 5 | 53 contacts → | ||||
Strong evidence “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.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 6 | 53 contacts → | ||||
Strong evidence “Somos um multi-family office com espírito de single family office.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 7 | 52 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 8 | 40 contacts → | ||||
Partial evidence “Wright Capital é um multifamily office independente, pioneiro na gestão de patrimônio global com olhar para sustentabilidade e impacto socioambiental.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 9 | 39 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 10 | 37 contacts → | ||||
Indirect evidence “MISSÃO Ser o braço direito de nossos clientes na busca das melhores decisões financeiras e patrimoniais, proporcionando TRANQUILIDADE, SEGURANÇA e LIBERDADE para as famílias.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 11 | 35 contacts → | ||||
Strong evidence “A Faros Multi Family Office atua no mais alto padrão de excelência, especializada no atendimento de clientes exclusivos.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 12 | 32 contacts → | ||||
Strong evidence “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.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 13 | 30 contacts → | ||||
Partial evidence “A ABS - Asset Banking System desenvolve e fornece soluções de software integrados para bancos, corretoras, distribuidoras, gestoras de recursos, wealth management, multi e single…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 14 | 29 contacts → | ||||
Strong evidence “Multi Family Office focado em astros do esporte e do entretenimento.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 15 | 28 contacts → | ||||
Strong evidence “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.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 16 | 27 contacts → | ||||
Strong evidence “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.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 17 | 26 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 18 | 24 contacts → | ||||
Strong evidence “A AWARE INVESTMENTS é um Multi-Family Office (MFO) especializado em gestão de patrimônios.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 19 | 20 contacts → | ||||
Strong evidence “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.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 20 | 19 contacts → | ||||
Strong evidence “Somos um Multi Family Office especializado em gestão de patrimônio, planejamento financeiro e sucessão familiar.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 21 | 19 contacts → | ||||
Partial evidence “Somos uma gestora de investimentos com DNA voltado à estruturação e perpetuação do patrimônio familiar.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 22 | 18 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 23 | 16 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 24 | 15 contacts → | ||||
Strong evidence “A Capri Family Office é uma gestora de patrimônio focada no segmento de Multi-Family Office.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 25 | 15 contacts → | ||||
Indirect evidence “Sobre a ARAM CAPITAL: Gestora de patrimônio que entrega resultado e inteligência em relacionamentos de verdade.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
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: family office software providers. 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 family office software providers.
- Partial evidence
- Its own public description names part of family office software providers, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office software providers. 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 177 family office software providers based in Brazil
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Family office software providers based in Brazil at a glance
As of Sep 2, 2026Companies by employee count
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 family office software providers, 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 “family office software providers”. 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 family office software providers), 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 family office software providers, 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, 624 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 2, 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.
Family office software providers by metro
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 family office software providers, 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 family office software providers are there based in Brazil?
RevenueBase identified 177 family office software providers 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?
Portofino Multi Family Office, headquartered in Curitiba, tops this list with the largest team on record.
Which city has the most family office software providers?
Sao Paulo leads with 86 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 624 verified decision-maker contacts tracked across these 177 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 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 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.
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