Company lists · Data refreshed November 2026
Top 25 Family office software providers based in Brazil
RevenueBase identified 182 company matches for family office software providers associated with Brazil as of November 2026 and tracks 3,115 professional contacts across them, including 608 with verified work emails. 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 November 5, 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 family office software providers based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 188 contacts → | ||||
Exact match “Em 2012, Carolina Giovanella fundou a Portofino para cuidar do patrimônio da própria família.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 64 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 59 contacts → | ||||
Exact match “A HCI Advisors é um family office multimodelo e multi-instituição, organizado como uma partnership: quem assessora o cliente é sócio.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 57 contacts → | ||||
Exact match “Somos um multi-family office com espírito de single family office.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 54 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 51 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 50 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 48 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 48 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 41 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 41 contacts → | ||||
Exact match “Solução customizada de investimento.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 40 contacts → | ||||
Exact match “Somos um Multi-Family & Business Office (MFBO) centrado no cuidado com o planejamento e gestão financeira de famílias e empresas e fundado por profissionais com larga experiência…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 39 contacts → | ||||
Exact match “A Stellar Capital é um escritório private de soluções financeiras, dedicado a transformar objetivos patrimoniais em resultados concretos.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 36 contacts → | ||||
Exact match “Multi Family Office focado em astros do esporte e do entretenimento.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 32 contacts → | ||||
Exact match “A AWARE INVESTMENTS é um Multi-Family Office (MFO) especializado em gestão de patrimônios.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 30 contacts → | ||||
Exact match “Somos fruto da união de profissionais com profunda experiência no mercado financeiro e economia real.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 30 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 30 contacts → | ||||
Exact match “From emerging firms to large-scale operators, BRITech delivers a single source of truth for investment management, with the precision, depth, and flexibility each business needs…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 29 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 28 contacts → | ||||
Exact match “TERA.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 25 contacts → | ||||
Exact match “Somos uma gestora de investimentos com DNA voltado à estruturação e perpetuação do patrimônio familiar.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 22 contacts → | ||||
Exact match “Somos um Family Office e apoiamos famílias na Gestão de Patrimônio.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 20 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 19 contacts → | ||||
Exact match “Administrar e gerenciar patrimônio requer tempo e responsabilidade.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 18 contacts → | ||||
Exact match “A UV Gestora é um Family Office especializado em investimentos de longo prazo com foco prioritário nos mercados de Ações, Private Equity e Real Estate.” Recorded in the RevenueBase company graph · Nov 5, 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 “family office software providers”. 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 182 family office software providers based in Brazil
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Family office software providers based in Brazil at a glance
As of Nov 5, 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 182 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 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 608 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 5, 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 182 company matches for family office software providers 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?
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 82 company records, followed by Rio De Janeiro (26) and Curitiba (9).
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 608 professional contacts with verified work emails tracked across these 182 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 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 182 family office software providers based in Brazil. Start with a free account, no credit card.
Download this list →Related lists
Family office software providers by geography
- Family office software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Germany
- Family office software providers based in Canada
- Family office software providers based in Australia
- Family office software providers based in Spain
- Family office software providers based in the Netherlands
- Family office software providers based in Italy
- Family office software providers based in Israel
- Family office software providers based in South Africa
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
- Family office software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Germany
- Family office software providers based in Canada
Company intelligence · public preview
Top 25 family office software providers 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 182 matching company records for family office software providers based in Brazil, with 3,115 tracked contacts and 608 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 5, 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 family office software providers 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 |  Portofino Multi Family Officepmfo.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 188 contacts → |
“Em 2012, Carolina Giovanella fundou a Portofino para cuidar do patrimônio da própria família.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Julius Baer Brasiljuliusbaer.comHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 64 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  HCI Advisorshciadvisors.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 59 contacts → |
“A HCI Advisors é um family office multimodelo e multi-instituição, organizado como uma partnership: quem assessora o cliente é sócio.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Carpa Family Officecarpafamilyoffice.comHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 57 contacts → |
“Somos um multi-family office com espírito de single family office.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Ibbra Consultoria Financeira & Patrimonialibbra.com.brHQ: Goiânia, BrazilReported employees: 11-50 | Goiânia, Brazil | 11-50 | Exact match | 54 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Jera Capitaljeracapital.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 51 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Investtoolsinvesttools.com.brHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 50 contacts → |
“A Investtools é uma empresa sediada no Rio de Janeiro com mais 15 anos de know-how dos principais processos do ecossistema financeiro.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Ghia Family Officeghiamfo.com.brHQ: Uberlândia, BrazilReported employees: 51-200 | Uberlândia, Brazil | 51-200 | Exact match | 48 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Faros Multi Family Officefarosmfo.com.brHQ: São Pauloa, BrazilReported employees: 11-50 | São Pauloa, Brazil | 11-50 | Exact match | 48 contacts → |
“A Faros Multi Family Office atua no mais alto padrão de excelência, especializada no atendimento de clientes exclusivos.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Wright Capital Wealth Managementwright.capitalHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 41 contacts → |
“Wright Capital é um multifamily office independente, pioneiro na gestão de patrimônio global com olhar para sustentabilidade e impacto socioambiental.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Troon Capitaltrooncapital.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 41 contacts → |
“Solução customizada de investimento.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Tailor Partnerstailorpartners.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 40 contacts → |
“Somos um Multi-Family & Business Office (MFBO) centrado no cuidado com o planejamento e gestão financeira de famílias e empresas e fundado por profissionais com larga experiência…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Stellar Capitalstellarcapital.com.brHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 39 contacts → |
“A Stellar Capital é um escritório private de soluções financeiras, dedicado a transformar objetivos patrimoniais em resultados concretos.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Galaticos Capitalgalaticoscapital.comHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 36 contacts → |
“Multi Family Office focado em astros do esporte e do entretenimento.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Aware Investmentsawaregestao.comHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 32 contacts → |
“A AWARE INVESTMENTS é um Multi-Family Office (MFO) especializado em gestão de patrimônios.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Douro Capitaldourocapital.com.brHQ: Recife, BrazilReported employees: 11-50 | Recife, Brazil | 11-50 | Exact match | 30 contacts → |
“Somos fruto da união de profissionais com profunda experiência no mercado financeiro e economia real.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Patagônia Capitalpatagoniacapital.com.brHQ: Ribeirão Preto, BrazilReported employees: 11-50 | Ribeirão Preto, Brazil | 11-50 | Exact match | 30 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  ABSbritech.globalHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 30 contacts → |
“From emerging firms to large-scale operators, BRITech delivers a single source of truth for investment management, with the precision, depth, and flexibility each business needs…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Berkana Patrimônioberkanapatrimonio.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 29 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Tera Capitalteracapital.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 28 contacts → |
“TERA.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Monefica Wealth Management & Family Officemonefica.com.brHQ: Florianópolis, BrazilReported employees: 11-50 | Florianópolis, Brazil | 11-50 | Exact match | 25 contacts → |
“Somos uma gestora de investimentos com DNA voltado à estruturação e perpetuação do patrimônio familiar.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Moma Family Officemomafo.com.brHQ: Porto Alegre, BrazilReported employees: 11-50 | Porto Alegre, Brazil | 11-50 | Exact match | 22 contacts → |
“Somos um Family Office e apoiamos famílias na Gestão de Patrimônio.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Investportinvestport.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 20 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Milenium Multi Family Officemilenium.adm.brHQ: Rio De Janeiro, BrazilReported employees: 1-10 | Rio De Janeiro, Brazil | 1-10 | Exact match | 19 contacts → |
“Administrar e gerenciar patrimônio requer tempo e responsabilidade.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  UV Gestorauvgestora.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 18 contacts → |
“A UV Gestora é um Family Office especializado em investimentos de longo prazo com foco prioritário nos mercados de Ações, Private Equity e Real Estate.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 182 company matches
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Family office software providers: dataset insights
November 5, 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
182 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 182 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 5, 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 ↗
Family office software providers by metro
Questions about this company list
What does Exact match mean for family office software providers?
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 family office software providers did RevenueBase find based in Brazil?
The saved snapshot records 182 matching company records, 3,115 tracked contacts and 608 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 5, 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
Family office software providers by geography
- Family office software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Germany
- Family office software providers based in Canada
- Family office software providers based in Australia
- Family office software providers based in Spain
- Family office software providers based in the Netherlands
- Family office software providers based in Italy
- Family office software providers based in Israel
- Family office software providers based in South Africa
Cite this list
RevenueBase Data Team. Top 25 family office software providers based in Brazil. Snapshot: November 5, 2026. https://revenuebase.ai/companies/family-office-software-providers/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
- Family office software providers based in the United States
- Family office software providers based in Switzerland
- Family office software providers based in the United Kingdom
- Family office software providers based in France
- Family office software providers based in Germany
- Family office software providers based in Canada
Company intelligence · public preview
Top 25 family office software providers based in Brazil
RevenueBase records 182 matching company records for family office software providers based in Brazil, with 3,115 tracked contacts and 608 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 5, 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 family office software providers 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 | Portofino Multi Family Officepmfo.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 188 contacts → |
“Em 2012, Carolina Giovanella fundou a Portofino para cuidar do patrimônio da própria família.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Julius Baer Brasiljuliusbaer.com HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 64 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HCI Advisorshciadvisors.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 59 contacts → |
“A HCI Advisors é um family office multimodelo e multi-instituição, organizado como uma partnership: quem assessora o cliente é sócio.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Carpa Family Officecarpafamilyoffice.com HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 57 contacts → |
“Somos um multi-family office com espírito de single family office.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Ibbra Consultoria Financeira & Patrimonialibbra.com.br HQ: Goiânia, BrazilReported employees: 11-50 | Goiânia, Brazil | 11-50 | Exact match | 54 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Jera Capitaljeracapital.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 51 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Investtoolsinvesttools.com.br HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 50 contacts → |
“A Investtools é uma empresa sediada no Rio de Janeiro com mais 15 anos de know-how dos principais processos do ecossistema financeiro.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Ghia Family Officeghiamfo.com.br HQ: Uberlândia, BrazilReported employees: 51-200 | Uberlândia, Brazil | 51-200 | Exact match | 48 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Faros Multi Family Officefarosmfo.com.br HQ: São Pauloa, BrazilReported employees: 11-50 | São Pauloa, Brazil | 11-50 | Exact match | 48 contacts → |
“A Faros Multi Family Office atua no mais alto padrão de excelência, especializada no atendimento de clientes exclusivos.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Wright Capital Wealth Managementwright.capital HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 41 contacts → |
“Wright Capital é um multifamily office independente, pioneiro na gestão de patrimônio global com olhar para sustentabilidade e impacto socioambiental.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Troon Capitaltrooncapital.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 41 contacts → |
“Solução customizada de investimento.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Tailor Partnerstailorpartners.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 40 contacts → |
“Somos um Multi-Family & Business Office (MFBO) centrado no cuidado com o planejamento e gestão financeira de famílias e empresas e fundado por profissionais com larga experiência…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Stellar Capitalstellarcapital.com.br HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 39 contacts → |
“A Stellar Capital é um escritório private de soluções financeiras, dedicado a transformar objetivos patrimoniais em resultados concretos.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Galaticos Capitalgalaticoscapital.com HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 36 contacts → |
“Multi Family Office focado em astros do esporte e do entretenimento.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Aware Investmentsawaregestao.com HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 32 contacts → |
“A AWARE INVESTMENTS é um Multi-Family Office (MFO) especializado em gestão de patrimônios.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Douro Capitaldourocapital.com.br HQ: Recife, BrazilReported employees: 11-50 | Recife, Brazil | 11-50 | Exact match | 30 contacts → |
“Somos fruto da união de profissionais com profunda experiência no mercado financeiro e economia real.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Patagônia Capitalpatagoniacapital.com.br HQ: Ribeirão Preto, BrazilReported employees: 11-50 | Ribeirão Preto, Brazil | 11-50 | Exact match | 30 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | ABSbritech.global HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 30 contacts → |
“From emerging firms to large-scale operators, BRITech delivers a single source of truth for investment management, with the precision, depth, and flexibility each business needs…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Berkana Patrimônioberkanapatrimonio.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 29 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Tera Capitalteracapital.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 28 contacts → |
“TERA.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Monefica Wealth Management & Family Officemonefica.com.br HQ: Florianópolis, BrazilReported employees: 11-50 | Florianópolis, Brazil | 11-50 | Exact match | 25 contacts → |
“Somos uma gestora de investimentos com DNA voltado à estruturação e perpetuação do patrimônio familiar.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Moma Family Officemomafo.com.br HQ: Porto Alegre, BrazilReported employees: 11-50 | Porto Alegre, Brazil | 11-50 | Exact match | 22 contacts → |
“Somos um Family Office e apoiamos famílias na Gestão de Patrimônio.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Investportinvestport.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 20 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Milenium Multi Family Officemilenium.adm.br HQ: Rio De Janeiro, BrazilReported employees: 1-10 | Rio De Janeiro, Brazil | 1-10 | Exact match | 19 contacts → |
“Administrar e gerenciar patrimônio requer tempo e responsabilidade.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | UV Gestorauvgestora.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 18 contacts → |
“A UV Gestora é um Family Office especializado em investimentos de longo prazo com foco prioritário nos mercados de Ações, Private Equity e Real Estate.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 182 company matches
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Family office software providers: dataset insights
November 5, 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
182 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 182 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 5, 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 ↗
Family office software providers by metro
Questions about this company list
What does Exact match mean for family office software providers?
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 family office software providers did RevenueBase find based in Brazil?
The saved snapshot records 182 matching company records, 3,115 tracked contacts and 608 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 5, 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.
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Cite this list
RevenueBase Data Team. Top 25 family office software providers based in Brazil. Snapshot: November 5, 2026. https://revenuebase.ai/companies/family-office-software-providers/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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