Company lists · Data refreshed November 2026
Top 25 Financial advisory associations based in Brazil
RevenueBase identified 137 company matches for financial advisory associations associated with Brazil as of November 2026 and tracks 2,486 professional contacts across them, including 927 with verified work emails. Sao Paulo is the largest hub.
This list covers company matches for financial advisory associations 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 6, 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 financial advisory associations based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 688 contacts → | ||||
Exact match “A Portfel atua como consultoria financeira com consultores registrados na CVM, impedindo que haja conflito de interesses na prestação de serviços.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 142 contacts → | ||||
Exact match “Nós somos uma aliada financeira que, de maneira clara, ética e justa, guia as decisões das pessoas para que elas caiam na real sobre seu próprio dinheiro.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 140 contacts → | ||||
Exact match “A Saron Investments é autorizada pela CVM (Comissão de Valores Mobiliários) e credenciada junto à XP Investimentos, uma das maiores instituições financeiras da América Latina, com…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 116 contacts → | ||||
Exact match “Agende uma reunião com o especialista e monte um plano para a conquista dos seus sonhos e objetivos pessoais.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 58 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 42 contacts → | ||||
Exact match “A Abefin por ser uma associação formada por profissionais de educação financeira, se faz importante também como uma das representantes junto a órgãos governamentais, no apoio e…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 39 contacts → | ||||
Exact match “Somos a Experato Investimentos um escritório de assessoria, credenciado à XP Investimentos, a maior corretora da América Latina.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 36 contacts → | ||||
Exact match “Melhor escritório XP do Brasil” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 34 contacts → | ||||
Exact match “A Krone Capital nasceu motivada pela busca por personalização no atendimento, conscientização sobre a educação financeira e disseminação da cultura de investimentos no país.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 33 contacts → | ||||
Exact match “Rentável Investimentos - Credenciado XP Investimentos A Rentável Investimentos AAI registrada na Comissão de Valores Mobiliários em junho/09.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 32 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 32 contacts → | ||||
Exact match “A Minas Capital é um escritório de AAI credenciado a XP Investimentos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 30 contacts → | ||||
Exact match “Somos um dos primeiros escritórios credenciados XP Investimentos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 28 contacts → | ||||
Exact match “Nosso propósito é transformar vidas por meio da capacitação profissional.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 27 contacts → | ||||
Exact match “A Flap Capital nasce com o objetivo de auxiliar pessoas em manter a estabilidade e crescimento na sua vida patrimonial.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 27 contacts → | ||||
Exact match “A The Hill Capital é um escritório de Assessoria de Investimentos, credenciado pelo BTG Pactual, que busca trazer uma nova experiência de investimento financeiro para quem deseja…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 24 contacts → | ||||
Exact match “Sociedade de Agentes Autônomos de Investimentos credenciada a XP Investimentos, com escritórios nas cidades: Avaré/SP - Av.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 21 contacts → | ||||
Exact match “Atuando no mercado financeiro desde 2005, no Guia da Bolsa temos como objetivo prestar o melhor serviço de assessoria de investimentos para nossos clientes, auxiliando-os em seus…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 20 contacts → | ||||
Exact match “A Alvo Investimentos é uma empresa de agentes autônomos de investimento credenciada pela XP Investimentos CCTVM e devidamente registrada na Comissão de Valores Mobiliários (CVM)…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 20 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 20 contacts → | ||||
Exact match “Nossa equipe é composta por especialistas de diferentes áreas tais como investimentos, seguros, imóveis, câmbio, planejamento financeiro, tributário, sucessório e fiscal.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 20 contacts → | ||||
Exact match “UMA EXPERIÊNCIA ÚNICA EM UM SÓ LUGAR.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 20 contacts → | ||||
Exact match “Nos propomos a ajudar as pessoas a alcançarem seus objetivos financeiros e de vida.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 20 contacts → | ||||
Exact match “Escritório de assessoria vinculado ao BTG Pactual.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 19 contacts → | ||||
Exact match “Somos uma equipe altamente qualificada que trabalha junto há bastante tempo, tendo sócios com mais de 15 anos de mercado.” Recorded in the RevenueBase company graph · Nov 6, 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 “financial advisory associations”. 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 137 financial advisory associations based in Brazil
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Financial advisory associations based in Brazil at a glance
As of Nov 6, 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 137 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 “financial advisory associations” 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 927 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 6, 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.
Financial advisory associations 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 “financial advisory associations”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial advisory associations are there based in Brazil?
RevenueBase identified 137 company matches for financial advisory associations 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?
Portfel Consultoria Financeira tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial advisory associations?
Sao Paulo leads with 53 company records, followed by Rio De Janeiro (8) and Belo Horizonte (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 927 professional contacts with verified work emails tracked across these 137 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 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 137 financial advisory associations based in Brazil. Start with a free account, no credit card.
Download this list →Related lists
Financial advisory associations by geography
- Financial advisory associations based in Melbourne, Australia
- Financial advisory associations based in Sydney, Australia
- Financial advisory associations based in Sao Paulo, Brazil
- Financial advisory associations based in Toronto, Canada
- Financial advisory associations based in Paris, France
- Financial advisory associations based in Mumbai, India
- Financial advisory associations based in Singapore, Singapore
- Financial advisory associations based in Cape Town, South Africa
- Financial advisory associations based in Johannesburg, South Africa
- Financial advisory associations based in Madrid, Spain
- Financial advisory associations based in London, United Kingdom
- Financial advisory associations based in Atlanta, United States
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
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- New lists
- Financial advisory associations based in Melbourne, Australia
- Financial advisory associations based in Sydney, Australia
- Financial advisory associations based in Sao Paulo, Brazil
- Financial advisory associations based in Toronto, Canada
- Financial advisory associations based in Paris, France
- Financial advisory associations based in Mumbai, India
Company intelligence · public preview
Top 25 financial advisory associations 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 137 matching company records for financial advisory associations based in Brazil, with 2,486 tracked contacts and 927 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 6, 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 financial advisory associations 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 |  Portfel Consultoria Financeiraportfel.com.brHQ: Barueri, BrazilReported employees: 201-500 | Barueri, Brazil | 201-500 | Exact match | 688 contacts → |
“A Portfel atua como consultoria financeira com consultores registrados na CVM, impedindo que haja conflito de interesses na prestação de serviços.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  ALIali.com.vcHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 142 contacts → |
“Nós somos uma aliada financeira que, de maneira clara, ética e justa, guia as decisões das pessoas para que elas caiam na real sobre seu próprio dinheiro.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Saron Investmentssaroninvestments.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 140 contacts → |
“A Saron Investments é autorizada pela CVM (Comissão de Valores Mobiliários) e credenciada junto à XP Investimentos, uma das maiores instituições financeiras da América Latina, com…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  RJ Investimentosrjmais.comHQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 116 contacts → |
“Agende uma reunião com o especialista e monte um plano para a conquista dos seus sonhos e objetivos pessoais.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Sefer Investimentosseferinvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 58 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Abefinabefin.org.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 42 contacts → |
“A Abefin por ser uma associação formada por profissionais de educação financeira, se faz importante também como uma das representantes junto a órgãos governamentais, no apoio e…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Experato Investimentosexperato.com.brHQ: Santo Ângelo, BrazilReported employees: 51-200 | Santo Ângelo, Brazil | 51-200 | Exact match | 39 contacts → |
“Somos a Experato Investimentos um escritório de assessoria, credenciado à XP Investimentos, a maior corretora da América Latina.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Blue3 XPblue3investimentos.com.brHQ: Belém, BrazilReported employees: 51-200 | Belém, Brazil | 51-200 | Exact match | 36 contacts → |
“Melhor escritório XP do Brasil” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Krone Capitalkronecapital.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 34 contacts → |
“A Krone Capital nasceu motivada pela busca por personalização no atendimento, conscientização sobre a educação financeira e disseminação da cultura de investimentos no país.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Rentável Investimentosrentavelinvestimentos.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 33 contacts → |
“Rentável Investimentos - Credenciado XP Investimentos A Rentável Investimentos AAI registrada na Comissão de Valores Mobiliários em junho/09.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Auroque Investimentosauroqueinvestimentos.com.brHQ: Porto Alegre, BrazilReported employees: 11-50 | Porto Alegre, Brazil | 11-50 | Exact match | 32 contacts → |
“A Auroque é uma empresa de investimentos credenciada à XP, com sede em Porto Alegre e filial em Gramado.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Minas Capitalminascapital.com.brHQ: Uberlândia, BrazilReported employees: 11-50 | Uberlândia, Brazil | 11-50 | Exact match | 32 contacts → |
“A Minas Capital é um escritório de AAI credenciado a XP Investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Fractal Investimentosfractalinvestimentos.com.brHQ: Ipatinga, BrazilReported employees: 51-200 | Ipatinga, Brazil | 51-200 | Exact match | 30 contacts → |
“Somos um dos primeiros escritórios credenciados XP Investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  T2 Educaçãot2.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 28 contacts → |
“Nosso propósito é transformar vidas por meio da capacitação profissional.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Flap Capitalflapcapital.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 27 contacts → |
“A Flap Capital nasce com o objetivo de auxiliar pessoas em manter a estabilidade e crescimento na sua vida patrimonial.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  The Hill Capitalthehill.capitalHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 27 contacts → |
“A The Hill Capital é um escritório de Assessoria de Investimentos, credenciado pelo BTG Pactual, que busca trazer uma nova experiência de investimento financeiro para quem deseja…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Ello Investimentoselloinvestimentos.comHQ: Bauru, BrazilReported employees: 11-50 | Bauru, Brazil | 11-50 | Exact match | 24 contacts → |
“Sociedade de Agentes Autônomos de Investimentos credenciada a XP Investimentos, com escritórios nas cidades: Avaré/SP - Av.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Guia DA Bolsaguiadabolsa.com.brHQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 21 contacts → |
“Atuando no mercado financeiro desde 2005, no Guia da Bolsa temos como objetivo prestar o melhor serviço de assessoria de investimentos para nossos clientes, auxiliando-os em seus…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Alvo Investimentos XPalvoinvest.com.brHQ: Niterói, BrazilReported employees: 11-50 | Niterói, Brazil | 11-50 | Exact match | 20 contacts → |
“A Alvo Investimentos é uma empresa de agentes autônomos de investimento credenciada pela XP Investimentos CCTVM e devidamente registrada na Comissão de Valores Mobiliários (CVM)…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Auge Investimentos BTG Pactualaugeinvestimentos.com.brHQ: Vila Velha, BrazilReported employees: 11-50 | Vila Velha, Brazil | 11-50 | Exact match | 20 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  360igroup360igroup.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 20 contacts → |
“Nossa equipe é composta por especialistas de diferentes áreas tais como investimentos, seguros, imóveis, câmbio, planejamento financeiro, tributário, sucessório e fiscal.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Strike Invest Safra Investstrikeinvest.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 20 contacts → |
“UMA EXPERIÊNCIA ÚNICA EM UM SÓ LUGAR.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  OUROouroinvestimentos.comHQ: Cuiabá, BrazilReported employees: 11-50 | Cuiabá, Brazil | 11-50 | Exact match | 20 contacts → |
“Nos propomos a ajudar as pessoas a alcançarem seus objetivos financeiros e de vida.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Autem Investimentosauteminvestimentos.com.brHQ: Brasília, BrazilReported employees: 1-10 | Brasília, Brazil | 1-10 | Exact match | 20 contacts → |
“Escritório de assessoria vinculado ao BTG Pactual.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  ALP Investimentosalpinvestimentos.com.brHQ: Rio De Janeiro, BrazilReported employees: 1-10 | Rio De Janeiro, Brazil | 1-10 | Exact match | 19 contacts → |
“Somos uma equipe altamente qualificada que trabalha junto há bastante tempo, tendo sócios com mais de 15 anos de mercado.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 137 company matches
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Financial advisory associations: dataset insights
November 6, 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
137 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 137 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 6, 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 ↗
Financial advisory associations by metro
Questions about this company list
What does Exact match mean for financial advisory associations?
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 financial advisory associations did RevenueBase find based in Brazil?
The saved snapshot records 137 matching company records, 2,486 tracked contacts and 927 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 6, 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
Financial advisory associations by geography
- Financial advisory associations based in Melbourne, Australia
- Financial advisory associations based in Sydney, Australia
- Financial advisory associations based in Sao Paulo, Brazil
- Financial advisory associations based in Toronto, Canada
- Financial advisory associations based in Paris, France
- Financial advisory associations based in Mumbai, India
- Financial advisory associations based in Singapore, Singapore
- Financial advisory associations based in Cape Town, South Africa
- Financial advisory associations based in Johannesburg, South Africa
- Financial advisory associations based in Madrid, Spain
- Financial advisory associations based in London, United Kingdom
- Financial advisory associations based in Atlanta, United States
Cite this list
RevenueBase Data Team. Top 25 financial advisory associations based in Brazil. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-advisory-associations/brazil.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Financial advisory associations based in Melbourne, Australia
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- Financial advisory associations based in Sao Paulo, Brazil
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- Financial advisory associations based in Paris, France
- Financial advisory associations based in Mumbai, India
Company intelligence · public preview
Top 25 financial advisory associations based in Brazil
RevenueBase records 137 matching company records for financial advisory associations based in Brazil, with 2,486 tracked contacts and 927 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 6, 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 financial advisory associations 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 | Portfel Consultoria Financeiraportfel.com.br HQ: Barueri, BrazilReported employees: 201-500 | Barueri, Brazil | 201-500 | Exact match | 688 contacts → |
“A Portfel atua como consultoria financeira com consultores registrados na CVM, impedindo que haja conflito de interesses na prestação de serviços.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | ALIali.com.vc HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 142 contacts → |
“Nós somos uma aliada financeira que, de maneira clara, ética e justa, guia as decisões das pessoas para que elas caiam na real sobre seu próprio dinheiro.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Saron Investmentssaroninvestments.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 140 contacts → |
“A Saron Investments é autorizada pela CVM (Comissão de Valores Mobiliários) e credenciada junto à XP Investimentos, uma das maiores instituições financeiras da América Latina, com…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | RJ Investimentosrjmais.com HQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 116 contacts → |
“Agende uma reunião com o especialista e monte um plano para a conquista dos seus sonhos e objetivos pessoais.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Sefer Investimentosseferinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 58 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Abefinabefin.org.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 42 contacts → |
“A Abefin por ser uma associação formada por profissionais de educação financeira, se faz importante também como uma das representantes junto a órgãos governamentais, no apoio e…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Experato Investimentosexperato.com.br HQ: Santo Ângelo, BrazilReported employees: 51-200 | Santo Ângelo, Brazil | 51-200 | Exact match | 39 contacts → |
“Somos a Experato Investimentos um escritório de assessoria, credenciado à XP Investimentos, a maior corretora da América Latina.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Blue3 XPblue3investimentos.com.br HQ: Belém, BrazilReported employees: 51-200 | Belém, Brazil | 51-200 | Exact match | 36 contacts → |
“Melhor escritório XP do Brasil” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Krone Capitalkronecapital.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 34 contacts → |
“A Krone Capital nasceu motivada pela busca por personalização no atendimento, conscientização sobre a educação financeira e disseminação da cultura de investimentos no país.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Rentável Investimentosrentavelinvestimentos.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 33 contacts → |
“Rentável Investimentos - Credenciado XP Investimentos A Rentável Investimentos AAI registrada na Comissão de Valores Mobiliários em junho/09.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Auroque Investimentosauroqueinvestimentos.com.br HQ: Porto Alegre, BrazilReported employees: 11-50 | Porto Alegre, Brazil | 11-50 | Exact match | 32 contacts → |
“A Auroque é uma empresa de investimentos credenciada à XP, com sede em Porto Alegre e filial em Gramado.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Minas Capitalminascapital.com.br HQ: Uberlândia, BrazilReported employees: 11-50 | Uberlândia, Brazil | 11-50 | Exact match | 32 contacts → |
“A Minas Capital é um escritório de AAI credenciado a XP Investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Fractal Investimentosfractalinvestimentos.com.br HQ: Ipatinga, BrazilReported employees: 51-200 | Ipatinga, Brazil | 51-200 | Exact match | 30 contacts → |
“Somos um dos primeiros escritórios credenciados XP Investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | T2 Educaçãot2.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 28 contacts → |
“Nosso propósito é transformar vidas por meio da capacitação profissional.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Flap Capitalflapcapital.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 27 contacts → |
“A Flap Capital nasce com o objetivo de auxiliar pessoas em manter a estabilidade e crescimento na sua vida patrimonial.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | The Hill Capitalthehill.capital HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 27 contacts → |
“A The Hill Capital é um escritório de Assessoria de Investimentos, credenciado pelo BTG Pactual, que busca trazer uma nova experiência de investimento financeiro para quem deseja…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Ello Investimentoselloinvestimentos.com HQ: Bauru, BrazilReported employees: 11-50 | Bauru, Brazil | 11-50 | Exact match | 24 contacts → |
“Sociedade de Agentes Autônomos de Investimentos credenciada a XP Investimentos, com escritórios nas cidades: Avaré/SP - Av.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Guia DA Bolsaguiadabolsa.com.br HQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 21 contacts → |
“Atuando no mercado financeiro desde 2005, no Guia da Bolsa temos como objetivo prestar o melhor serviço de assessoria de investimentos para nossos clientes, auxiliando-os em seus…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Alvo Investimentos XPalvoinvest.com.br HQ: Niterói, BrazilReported employees: 11-50 | Niterói, Brazil | 11-50 | Exact match | 20 contacts → |
“A Alvo Investimentos é uma empresa de agentes autônomos de investimento credenciada pela XP Investimentos CCTVM e devidamente registrada na Comissão de Valores Mobiliários (CVM)…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Auge Investimentos BTG Pactualaugeinvestimentos.com.br HQ: Vila Velha, BrazilReported employees: 11-50 | Vila Velha, Brazil | 11-50 | Exact match | 20 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 360igroup360igroup.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 20 contacts → |
“Nossa equipe é composta por especialistas de diferentes áreas tais como investimentos, seguros, imóveis, câmbio, planejamento financeiro, tributário, sucessório e fiscal.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Strike Invest Safra Investstrikeinvest.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 20 contacts → |
“UMA EXPERIÊNCIA ÚNICA EM UM SÓ LUGAR.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | OUROouroinvestimentos.com HQ: Cuiabá, BrazilReported employees: 11-50 | Cuiabá, Brazil | 11-50 | Exact match | 20 contacts → |
“Nos propomos a ajudar as pessoas a alcançarem seus objetivos financeiros e de vida.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Autem Investimentosauteminvestimentos.com.br HQ: Brasília, BrazilReported employees: 1-10 | Brasília, Brazil | 1-10 | Exact match | 20 contacts → |
“Escritório de assessoria vinculado ao BTG Pactual.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | ALP Investimentosalpinvestimentos.com.br HQ: Rio De Janeiro, BrazilReported employees: 1-10 | Rio De Janeiro, Brazil | 1-10 | Exact match | 19 contacts → |
“Somos uma equipe altamente qualificada que trabalha junto há bastante tempo, tendo sócios com mais de 15 anos de mercado.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 137 company matches
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Financial advisory associations: dataset insights
November 6, 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
137 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 137 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 6, 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 ↗
Financial advisory associations by metro
Questions about this company list
What does Exact match mean for financial advisory associations?
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 financial advisory associations did RevenueBase find based in Brazil?
The saved snapshot records 137 matching company records, 2,486 tracked contacts and 927 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 6, 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
Financial advisory associations by geography
- Financial advisory associations based in Melbourne, Australia
- Financial advisory associations based in Sydney, Australia
- Financial advisory associations based in Sao Paulo, Brazil
- Financial advisory associations based in Toronto, Canada
- Financial advisory associations based in Paris, France
- Financial advisory associations based in Mumbai, India
- Financial advisory associations based in Singapore, Singapore
- Financial advisory associations based in Cape Town, South Africa
- Financial advisory associations based in Johannesburg, South Africa
- Financial advisory associations based in Madrid, Spain
- Financial advisory associations based in London, United Kingdom
- Financial advisory associations based in Atlanta, United States
Cite this list
RevenueBase Data Team. Top 25 financial advisory associations based in Brazil. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-advisory-associations/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
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- Lists A-Z
- New lists
- Financial advisory associations based in Melbourne, Australia
- Financial advisory associations based in Sydney, Australia
- Financial advisory associations based in Sao Paulo, Brazil
- Financial advisory associations based in Toronto, Canada
- Financial advisory associations based in Paris, France
- Financial advisory associations based in Mumbai, India