Company lists · Data refreshed September 2026
Top 25 Fiduciary services companies based in Brazil
RevenueBase identified 102 fiduciary services companies headquartered in Brazil as of September 2026 and tracks 2,822 professional contacts across them, including 471 with verified work emails. Sao Paulo is the largest hub.
This list covers fiduciary services companies 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 20, 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 fiduciary services companies based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 591 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 267 contacts → | ||||
Indirect evidence “A Lifetime Investimentos atua no mercado financeiro desde 2011.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 85 contacts → | ||||
Indirect evidence “Instituição financeira independente, especializada em administração fiduciária, escrituração, custódia e distribuição de valores mobiliários.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 77 contacts → | ||||
Indirect evidence “Na Kaza Capital, transformamos estratégia em resultados.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 70 contacts → | ||||
Indirect evidence “O ID Banco Digital de Administração de Fundos provê uma gama completa de serviços para o mercado de capitais.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 65 contacts → | ||||
Indirect evidence “A Sefer Investimentos é uma Instituição Financeira com sede na cidade de São Paulo, autorizada e supervisionada pelo Banco Central do Brasil e pela Comissão de Valores Mobiliários.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 61 contacts → | ||||
Indirect evidence “Nascemos em Petrópolis há 10 anos com uma convicção simples: assessoria de investimentos de verdade exige presença, não apenas plataforma.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 59 contacts → | ||||
Indirect evidence “A Ville Capital iniciou as atividades em 2021, com a missão de oferecer soluções inovadoras para clientes de Alta Renda, Private e Empresas.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 36 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 30 contacts → | ||||
Indirect evidence “A Auroque é uma empresa de investimentos credenciada à XP, com sede em Porto Alegre e filial em Gramado.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 28 contacts → | ||||
Indirect evidence “A Stellar Capital é um escritório private de soluções financeiras, dedicado a transformar objetivos patrimoniais em resultados concretos.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 24 contacts → | ||||
Indirect evidence “Na Rumo, acreditamos que a saúde financeira precisa de tanto cuidado como saúde física.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 23 contacts → | ||||
Indirect evidence “Há mais de 10 anos no mercado, a Forttu Investimentos é referência em assessoria de alta performance.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 21 contacts → | ||||
Indirect evidence “Com mais de 50 anos no Mercado Financeiro, a Singulare é uma das mais experientes e respeitadas Corretoras de Valores do Brasil.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 18 contacts → | ||||
Indirect evidence “A AUGE Investimentos é uma empresa de assessoria de investimentos credenciada pela Comissão de Valores Mobiliários (CVM) e presta seus serviços em conjunto Banco BTG Pactual.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 18 contacts → | ||||
Indirect evidence “O Escritório Black é uma empresa de Assessoria de Investimentos credenciada à maior corretora independente da América Latina: XP Investimentos.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 17 contacts → | ||||
Indirect evidence “Escritório e AAI credenciado à XP Investimentos M2M Investimentos: Excelência e Confiança em Assessoria Financeira A M2M Investimentos, assessoria de investimentos de alta…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 16 contacts → | ||||
Indirect evidence “A Multi Wealth Family Office é uma empresa de consultoria em investimentos e gestão patrimonial, com foco em oferecer um atendimento personalizado, transparente e livre de…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 15 contacts → | ||||
Indirect evidence “Primeiro e único escritório 100% focado em gestão de patrimônio no exterior.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 14 contacts → | ||||
Indirect evidence “A Rio Investimentos é uma Assessoria de Investimentos credenciada pela XP Investimentos, formada por profissionais de Private Banking.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 12 contacts → | ||||
Indirect evidence “A RJI CORRETORA é uma empresa com conhecimento e experiência no mercado financeiro, que possui como foco em sua área de atuação Administração Fiduciária e Serviços de custódia…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 11 contacts → | ||||
Indirect evidence “Somos uma empresa de Consultoria de Investimentos que tem como objetivo cuidar de todos os aspectos relevantes da vida financeira dos nossos clientes com ética, inteligência e…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 10 contacts → | ||||
Indirect evidence “A SHS é uma empresa credenciada pela Necton, do Grupo BTG Pactual, e oferece as melhores soluções financeiras para cada perfil de investidor através de uma assessoria…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 8 contacts → | ||||
Indirect evidence “A BWAG é um Multi Family Office genuinamente independente que tem por objetivo primordial auxiliar famílias ou indivídiuos na gestão global e diversificada de seu patrimônio e…” Source: RevenueBase Database · checked Sep 20, 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: fiduciary services companies. 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 fiduciary services companies.
- Partial evidence
- Its own public description names part of fiduciary services companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name fiduciary services companies. 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 102 fiduciary services companies based in Brazil
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Fiduciary services companies based in Brazil at a glance
As of Sep 20, 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 102 companies.
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 fiduciary services companies, 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 “fiduciary services companies”. 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 fiduciary services companies), 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 fiduciary services companies, 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, 471 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 20, 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.
Fiduciary services companies by metro
- Fiduciary services companies in Sao Paulo40
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 fiduciary services companies, 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 fiduciary services companies are there based in Brazil?
RevenueBase identified 102 fiduciary services companies 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?
Blue3 Investimentos, headquartered in Ribeirao Preto, tops this list with the largest team on record.
Which city has the most fiduciary services companies?
Sao Paulo leads with 40 headquartered companies, followed by Rio De Janeiro (10) and Curitiba (7).
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 471 verified decision-maker contacts tracked across these 102 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 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 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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