Company lists · Data refreshed September 2026
Top 25 Financial advisory outsourcing companies based in Rio De Janeiro, Brazil
RevenueBase identified 102 financial advisory outsourcing companies headquartered in Rio De Janeiro, Brazil as of September 2026 and tracks 2,244 professional contacts across them, including 150 with verified work emails. Across Brazil, Sao Paulo is the largest hub for this category (432 companies); Rio De Janeiro follows with 102.
This list covers financial advisory outsourcing companies headquartered in Rio De Janeiro, Brazil, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest financial advisory outsourcing companies based in Rio De Janeiro, Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 96 contacts → | ||||
Indirect evidence “A MB Finance, fundada em 2010, é uma empresa especializada na assessoria, originação e estruturação de soluções de produtos e serviços financeiros customizados.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 31 contacts → | ||||
Indirect evidence “Somos uma empresa de Assessoria de Investimentos credenciad ao BTG Pactual, o maior banco de investimentos da América Latina.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 20 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 20 contacts → | ||||
Indirect evidence “Nascemos do desejo de fazer a diferença no mercado financeiro.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 19 contacts → | ||||
Indirect evidence “A WAY Assessores de Investimentos, fundada em 2008, é uma empresa de assessoria de investimentos, consolidada com mais de 1.900 clientes ativos e R$1,7 bilhões sob assessoria na…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 18 contacts → | ||||
Indirect evidence “Assessoria de Investimentos BTG Pactual O conceito private elevado pela experiência A SEPTEM Capital reúne em uma mesma estrutura, profissionais altamente qualificados e com ampla…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 16 contacts → | ||||
Indirect evidence “A Maclaude é uma assessoria de investimentos credenciada à XP Investimentos, dedicada a oferecer um acompanhamento próximo, técnico e personalizado para clientes que desejam…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 15 contacts → | ||||
Indirect evidence “A Platinum Investimentos surgiu com a proposta de atender atuais e futuros investidores do Mercado de capitais.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 15 contacts → | ||||
Indirect evidence “Somos consultoria especializada em gestão financeira estratégica para médias e grandes empresas.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 14 contacts → | ||||
Indirect evidence “Assessoria de Investimentos da Necton - Uma empresa BTG Pactual.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 14 contacts → | ||||
Indirect evidence “O mercado é dinâmico.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 14 contacts → | ||||
Indirect evidence “A Avenir Invest é uma empresa de curadoria financeira, que atua de forma ampla e integrada na construção e proteção do seu patrimônio.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 12 contacts → | ||||
Indirect evidence “Serviços Financeiros” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 12 contacts → | ||||
Indirect evidence “Fundado em 2023 e credenciado pela XP, nosso escritório de investimentos se dedica a oferecer soluções financeiras personalizadas e de alta qualidade para nossos clientes.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 11 contacts → | ||||
Indirect evidence “A Argos Capital é um escritório de assessoria de investimentos credenciado à XP Investimentos com o foco em oferecer serviços personalizados para pessoas físicas e jurídicas.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 11 contacts → | ||||
Indirect evidence “A RRZ Consultoria, fundada em outubro de 2012 como uma empresa especializada no mercado de serviços financeiros, reunindo profissionais com larga experiência na área, oferecendo…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 9 contacts → | ||||
Indirect evidence “Não importa em que fase da vida você está, nossos profissionais estão preparados para entregar um serviço de Planejamento Financeiro de alto padrão para assegurar que você estará…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 7 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 7 contacts → | ||||
Indirect evidence “Direcionada para pessoas físicas de alta renda e pessoas jurídicas, a área de Assessoria Financeira é uma das principais áreas do Grupo Avanti.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 6 contacts → | ||||
Partial evidence “Priority Partners is specialized in diverse areas such as: Financial planning, Financial Modeling Process optimization, Logistics, Valuation, Business Plan, Business…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 6 contacts → | ||||
Indirect evidence “A K&K Partners é uma empresa de assessoria financeira que atua nos segmentos de M&A, Multi Family Office e Gestão de Capital de Risco (investimentos em venture capital e private…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 6 contacts → | ||||
Indirect evidence “A POTENCER oferece a solução de Diretor Financeiro por assinatura para sua empresa.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 4 contacts → | ||||
Indirect evidence “Seu Gestor De Resultado is an utilities company based out of Avenida Comandante Julio De Moura, Rio De Janeiro, Rj, Brazil.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 contacts → | ||||
Indirect evidence “Inteligência financeira aliada a um conhecimento profundo de operações empresariais: a Darwin Capital reúne o melhor de dois mundos para trazer novos ares e inovar o mercado de…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial advisory outsourcing companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names financial advisory outsourcing companies.
- Partial evidence
- Its own public description names part of financial advisory outsourcing companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial advisory outsourcing companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 102 financial advisory outsourcing companies based in Rio De Janeiro, Brazil
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Financial advisory outsourcing companies based in Rio De Janeiro, Brazil at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole Brazil list rather than for Rio De Janeiro, so it is reported there. Company counts and contact totals on this page are exact for Rio De Janeiro, over 102 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial advisory outsourcing companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Rio De Janeiro, Brazil whose own description of what they do matches “financial advisory outsourcing companies”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial advisory outsourcing companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among financial advisory outsourcing companies, and records with no verified work email. Companies headquartered outside Rio De Janeiro are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 150 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Financial advisory outsourcing companies by metro in Brazil
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial advisory outsourcing companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many financial advisory outsourcing companies are there based in Rio De Janeiro, Brazil?
RevenueBase identified 102 financial advisory outsourcing companies headquartered in Rio De Janeiro, Brazil as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
MB Finance, headquartered in Rio De Janeiro, tops this list with the largest team on record.
Which city in Brazil has the most financial advisory outsourcing companies?
Sao Paulo leads Brazil with 432 headquartered companies, followed by Rio De Janeiro (102) and Belo Horizonte (62).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 150 verified decision-maker contacts tracked across these 102 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 102 financial advisory outsourcing companies based in Rio De Janeiro, 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 Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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