Company lists · Data refreshed September 2026
Top 25 Fiduciary services companies based in Brazil
RevenueBase identified 102 company matches for fiduciary services companies associated with 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 company matches for fiduciary services companies associated with Brazil, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest fiduciary services companies based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 591 contacts → | ||||
Exact match “Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 267 contacts → | ||||
Exact match “A Lifetime Investimentos atua no mercado financeiro desde 2011.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 85 contacts → | ||||
Exact match “Instituição financeira independente, especializada em administração fiduciária, escrituração, custódia e distribuição de valores mobiliários.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 77 contacts → | ||||
Exact match “Na Kaza Capital, transformamos estratégia em resultados.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 70 contacts → | ||||
Exact match “O ID Banco Digital de Administração de Fundos provê uma gama completa de serviços para o mercado de capitais.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 69 contacts → | ||||
Exact match “O Grupo Julius Baer é referência mundial em Wealth Management há mais de um século e está presente nos principais centros financeiros do mundo.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 65 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 61 contacts → | ||||
Exact match “Nascemos em Petrópolis há 10 anos com uma convicção simples: assessoria de investimentos de verdade exige presença, não apenas plataforma.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 59 contacts → | ||||
Exact match “A Ville Capital iniciou as atividades em 2021, com a missão de oferecer soluções inovadoras para clientes de Alta Renda, Private e Empresas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 36 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 30 contacts → | ||||
Exact match “A Auroque é uma empresa de investimentos credenciada à XP, com sede em Porto Alegre e filial em Gramado.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 28 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 24 contacts → | ||||
Exact match “Na Rumo, acreditamos que a saúde financeira precisa de tanto cuidado como saúde física.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 23 contacts → | ||||
Exact match “Há mais de 10 anos no mercado, a Forttu Investimentos é referência em assessoria de alta performance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 21 contacts → | ||||
Exact match “Com mais de 50 anos no Mercado Financeiro, a Singulare é uma das mais experientes e respeitadas Corretoras de Valores do Brasil.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 18 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 18 contacts → | ||||
Exact match “O Escritório Black é uma empresa de Assessoria de Investimentos credenciada à maior corretora independente da América Latina: XP Investimentos.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 17 contacts → | ||||
Exact match “Escritório e AAI credenciado à XP Investimentos M2M Investimentos: Excelência e Confiança em Assessoria Financeira A M2M Investimentos, assessoria de investimentos de alta…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 16 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 15 contacts → | ||||
Exact match “Primeiro e único escritório 100% focado em gestão de patrimônio no exterior.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 14 contacts → | ||||
Exact match “A Rio Investimentos é uma Assessoria de Investimentos credenciada pela XP Investimentos, formada por profissionais de Private Banking.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 12 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 11 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 10 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 8 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 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 “fiduciary services companies”. 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 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
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 “fiduciary services companies” 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 471 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “fiduciary services companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fiduciary services companies are there based in Brazil?
RevenueBase identified 102 company matches for fiduciary services companies 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?
Blue3 Investimentos tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most fiduciary services companies?
Sao Paulo leads with 40 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 471 professional contacts with verified work emails tracked across these 102 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 102 fiduciary services companies based in Brazil. Start with a free account, no credit card.
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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.
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Company intelligence · public preview
Top 25 fiduciary services companies 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 102 matching company records for fiduciary services companies based in Brazil, with 2,822 tracked contacts and 471 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: September 20, 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 fiduciary services companies 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 |  Blue3 Investimentosblue3investimentos.com.brHQ: Ribeirão Preto, BrazilReported employees: 501-1,000 | Ribeirão Preto, Brazil | 501-1,000 | Exact match | 591 contacts → |
“Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Lifetime Investimentoslftm.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 267 contacts → |
“A Lifetime Investimentos atua no mercado financeiro desde 2011.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Hemera Dtvmhemeradtvm.com.brHQ: Curitiba, BrazilReported employees: 51-200 | Curitiba, Brazil | 51-200 | Exact match | 85 contacts → |
“Instituição financeira independente, especializada em administração fiduciária, escrituração, custódia e distribuição de valores mobiliários.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Kaza Capitalkazacapital.com.brHQ: Anápolis, BrazilReported employees: 51-200 | Anápolis, Brazil | 51-200 | Exact match | 77 contacts → |
“Na Kaza Capital, transformamos estratégia em resultados.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | IDSFidsf.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 70 contacts → |
“O ID Banco Digital de Administração de Fundos provê uma gama completa de serviços para o mercado de capitais.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Julius Baer Brasiljuliusbaer.comHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 69 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Sefer Investimentosseferinvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 65 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Petrópolis Investpetropolisinvestimentos.com.brHQ: Petrópolis, BrazilReported employees: 51-200 | Petrópolis, Brazil | 51-200 | Exact match | 61 contacts → |
“Nascemos em Petrópolis há 10 anos com uma convicção simples: assessoria de investimentos de verdade exige presença, não apenas plataforma.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Ville Capital XP Investimentosvillecapital.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 59 contacts → |
“A Ville Capital iniciou as atividades em 2021, com a missão de oferecer soluções inovadoras para clientes de Alta Renda, Private e Empresas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Oikos Wealth Managementoikoswm.com HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 36 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 |  Auroque Investimentosauroqueinvestimentos.com.brHQ: Porto Alegre, BrazilReported employees: 11-50 | Porto Alegre, Brazil | 11-50 | Exact match | 30 contacts → |
“A Auroque é uma empresa de investimentos credenciada à XP, com sede em Porto Alegre e filial em Gramado.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Stellar Capitalstellarcapital.com.brHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 28 contacts → |
“A Stellar Capital é um escritório private de soluções financeiras, dedicado a transformar objetivos patrimoniais em resultados concretos.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Grupo Rumo Consultório Financeirorumocf.com.br HQ: Barueri, BrazilReported employees: 11-50 | Barueri, Brazil | 11-50 | Exact match | 24 contacts → |
“Na Rumo, acreditamos que a saúde financeira precisa de tanto cuidado como saúde física.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Forttu Investimentosforttu.com.brHQ: Vitória, BrazilReported employees: 11-50 | Vitória, Brazil | 11-50 | Exact match | 23 contacts → |
“Há mais de 10 anos no mercado, a Forttu Investimentos é referência em assessoria de alta performance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Singularesingulare.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 21 contacts → |
“Com mais de 50 anos no Mercado Financeiro, a Singulare é uma das mais experientes e respeitadas Corretoras de Valores do Brasil.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Auge Investimentos BTG Pactualaugeinvestimentos.com.brHQ: Vila Velha, BrazilReported employees: 11-50 | Vila Velha, Brazil | 11-50 | Exact match | 18 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Black Investimentosescritorioblack.com.brHQ: Porto Alegre, BrazilReported employees: 11-50 | Porto Alegre, Brazil | 11-50 | Exact match | 18 contacts → |
“O Escritório Black é uma empresa de Assessoria de Investimentos credenciada à maior corretora independente da América Latina: XP Investimentos.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  M2m Investimentosm2minvestimentos.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 17 contacts → |
“Escritório e AAI credenciado à XP Investimentos M2M Investimentos: Excelência e Confiança em Assessoria Financeira A M2M Investimentos, assessoria de investimentos de alta…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | MW Family Officemwfamilyoffice.com.br HQ: Belo Horizonte, BrazilReported employees: 1-10 | Belo Horizonte, Brazil | 1-10 | Exact match | 16 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Guardian Capitalguardiantrustcapital.com HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 15 contacts → |
“Primeiro e único escritório 100% focado em gestão de patrimônio no exterior.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  RIO Investimentosrioi.com.brHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 14 contacts → |
“A Rio Investimentos é uma Assessoria de Investimentos credenciada pela XP Investimentos, formada por profissionais de Private Banking.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  RJI Corretorarjicorretora.com.brHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 12 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Andaluz Investimentosandaluzinvestimentos.com.brHQ: Brasília, BrazilReported employees: 11-50 | Brasília, Brazil | 11-50 | Exact match | 11 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  SHS Investimentosshsinvestimentos.com.brHQ: São José Dos Campos, BrazilReported employees: 1-10 | São José Dos Campos, Brazil | 1-10 | Exact match | 10 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | BWAGbwag.com.br HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 8 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 102 company matches
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Fiduciary services companies: dataset insights
September 20, 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
102 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 102 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: September 20, 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 ↗
Questions about this company list
What does Exact match mean for fiduciary services companies?
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 fiduciary services companies did RevenueBase find based in Brazil?
The saved snapshot records 102 matching company records, 2,822 tracked contacts and 471 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: September 20, 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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RevenueBase Data Team. Top 25 fiduciary services companies based in Brazil. Snapshot: September 20, 2026. https://revenuebase.ai/companies/fiduciary-services-companies/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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Company intelligence · public preview
Top 25 fiduciary services companies based in Brazil
RevenueBase records 102 matching company records for fiduciary services companies based in Brazil, with 2,822 tracked contacts and 471 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: September 20, 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 fiduciary services companies 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 | Blue3 Investimentosblue3investimentos.com.br HQ: Ribeirão Preto, BrazilReported employees: 501-1,000 | Ribeirão Preto, Brazil | 501-1,000 | Exact match | 591 contacts → |
“Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Lifetime Investimentoslftm.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 267 contacts → |
“A Lifetime Investimentos atua no mercado financeiro desde 2011.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Hemera Dtvmhemeradtvm.com.br HQ: Curitiba, BrazilReported employees: 51-200 | Curitiba, Brazil | 51-200 | Exact match | 85 contacts → |
“Instituição financeira independente, especializada em administração fiduciária, escrituração, custódia e distribuição de valores mobiliários.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Kaza Capitalkazacapital.com.br HQ: Anápolis, BrazilReported employees: 51-200 | Anápolis, Brazil | 51-200 | Exact match | 77 contacts → |
“Na Kaza Capital, transformamos estratégia em resultados.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | IDSFidsf.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 70 contacts → |
“O ID Banco Digital de Administração de Fundos provê uma gama completa de serviços para o mercado de capitais.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Julius Baer Brasiljuliusbaer.com HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 69 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Sefer Investimentosseferinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 65 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Petrópolis Investpetropolisinvestimentos.com.br HQ: Petrópolis, BrazilReported employees: 51-200 | Petrópolis, Brazil | 51-200 | Exact match | 61 contacts → |
“Nascemos em Petrópolis há 10 anos com uma convicção simples: assessoria de investimentos de verdade exige presença, não apenas plataforma.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Ville Capital XP Investimentosvillecapital.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 59 contacts → |
“A Ville Capital iniciou as atividades em 2021, com a missão de oferecer soluções inovadoras para clientes de Alta Renda, Private e Empresas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Oikos Wealth Managementoikoswm.com HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 36 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | Auroque Investimentosauroqueinvestimentos.com.br HQ: Porto Alegre, BrazilReported employees: 11-50 | Porto Alegre, Brazil | 11-50 | Exact match | 30 contacts → |
“A Auroque é uma empresa de investimentos credenciada à XP, com sede em Porto Alegre e filial em Gramado.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Stellar Capitalstellarcapital.com.br HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 28 contacts → |
“A Stellar Capital é um escritório private de soluções financeiras, dedicado a transformar objetivos patrimoniais em resultados concretos.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Grupo Rumo Consultório Financeirorumocf.com.br HQ: Barueri, BrazilReported employees: 11-50 | Barueri, Brazil | 11-50 | Exact match | 24 contacts → |
“Na Rumo, acreditamos que a saúde financeira precisa de tanto cuidado como saúde física.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Forttu Investimentosforttu.com.br HQ: Vitória, BrazilReported employees: 11-50 | Vitória, Brazil | 11-50 | Exact match | 23 contacts → |
“Há mais de 10 anos no mercado, a Forttu Investimentos é referência em assessoria de alta performance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Singularesingulare.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 21 contacts → |
“Com mais de 50 anos no Mercado Financeiro, a Singulare é uma das mais experientes e respeitadas Corretoras de Valores do Brasil.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Auge Investimentos BTG Pactualaugeinvestimentos.com.br HQ: Vila Velha, BrazilReported employees: 11-50 | Vila Velha, Brazil | 11-50 | Exact match | 18 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Black Investimentosescritorioblack.com.br HQ: Porto Alegre, BrazilReported employees: 11-50 | Porto Alegre, Brazil | 11-50 | Exact match | 18 contacts → |
“O Escritório Black é uma empresa de Assessoria de Investimentos credenciada à maior corretora independente da América Latina: XP Investimentos.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | M2m Investimentosm2minvestimentos.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 17 contacts → |
“Escritório e AAI credenciado à XP Investimentos M2M Investimentos: Excelência e Confiança em Assessoria Financeira A M2M Investimentos, assessoria de investimentos de alta…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | MW Family Officemwfamilyoffice.com.br HQ: Belo Horizonte, BrazilReported employees: 1-10 | Belo Horizonte, Brazil | 1-10 | Exact match | 16 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Guardian Capitalguardiantrustcapital.com HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 15 contacts → |
“Primeiro e único escritório 100% focado em gestão de patrimônio no exterior.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | RIO Investimentosrioi.com.br HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 14 contacts → |
“A Rio Investimentos é uma Assessoria de Investimentos credenciada pela XP Investimentos, formada por profissionais de Private Banking.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | RJI Corretorarjicorretora.com.br HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 12 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Andaluz Investimentosandaluzinvestimentos.com.br HQ: Brasília, BrazilReported employees: 11-50 | Brasília, Brazil | 11-50 | Exact match | 11 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | SHS Investimentosshsinvestimentos.com.br HQ: São José Dos Campos, BrazilReported employees: 1-10 | São José Dos Campos, Brazil | 1-10 | Exact match | 10 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | BWAGbwag.com.br HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 8 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 102 company matches
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Fiduciary services companies: dataset insights
September 20, 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
102 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 102 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: September 20, 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 ↗
Questions about this company list
What does Exact match mean for fiduciary services companies?
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 fiduciary services companies did RevenueBase find based in Brazil?
The saved snapshot records 102 matching company records, 2,822 tracked contacts and 471 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: September 20, 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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Browse the directory
Cite this list
RevenueBase Data Team. Top 25 fiduciary services companies based in Brazil. Snapshot: September 20, 2026. https://revenuebase.ai/companies/fiduciary-services-companies/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
- Fiduciary services companies based in Basel, Switzerland
- Fiduciary services companies based in Geneva, Switzerland
- Fiduciary services companies based in Lausanne, Switzerland
- Fiduciary services companies based in Lugano, Switzerland
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