Company lists · Data refreshed September 2026
Top 25 Financial coaching services based in Brazil
RevenueBase identified 445 company matches for financial coaching services associated with Brazil as of September 2026 and tracks 1,571 professional contacts across them, including 248 with verified work emails. Sao Paulo is the largest hub.
This list covers company matches for financial coaching services 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 financial coaching services based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 180 contacts → | ||||
Exact match “A trajetória da Liberta começou em uma sala de aula com 30 alunos em Porto Alegre, e hoje somos um dos maiores escritórios credenciados à XP Investimentos no Brasil.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 52 contacts → | ||||
Exact match “A Serafin nasce com um propósito: acreditamos que é possível impactar positivamente a vida das pessoas levando clareza e guiando decisões para que todos possam alcançar seu…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 48 contacts → | ||||
Exact match “Decisões financeiras precisam de segurança e previsibilidade.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 28 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 21 contacts → | ||||
Exact match “A FBispo surgiu da necessidade de prestar serviços de planejamento financeiro e suporte operacional para atender a demanda de profissionais liberais e do empresariado a fim de…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 16 contacts → | ||||
Exact match “A Rumo Investimentos, parte do Grupo Rumo, oferece assessoria financeira completa na tomada de decisões financeiras para quem busca uma vida melhor.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 14 contacts → | ||||
Exact match “Assessor de Investimentos do BTG Pactual Investir é, dentre outras coisas, navegar.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 14 contacts → | ||||
Exact match “A V10 Investimentos é uma consultoria financeira pessoal.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 12 contacts → | ||||
Exact match “Muito prazer, somos um novo conceito de escritório de contabilidade.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 12 contacts → | ||||
Exact match “Somos uma empresa de consultoria financeira especializada em Planejamento Financeiro e Consultoria de Investimentos.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 9 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “O Serviço de Orientação Financeira (SOF) é um projeto de extensão da Faculdade de Economia, Administração e Contabilidade da Universidade de São Paulo (FEA-USP) para auxiliar a…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 9 contacts → | ||||
Exact match “Fazemos Planejamento Financeiro Personalizado pra te mostrar como construir patrimônio e atingir seus objetivos de maneira simples e prática.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “A Economia Diária® é uma empresa de Planejamento Financeiro Pessoal e de educação online, focada em proporcionar liberdade a todos os brasileiros através do conhecimento em…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 7 contacts → | ||||
Exact match “Somos uma empresa de consultoria com quase 20 anos de experiência no atendimento a clientes e um método próprio de trabalho que nos permite ajudar as pessoas a terem bem-estar…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “Fundada em São Paulo, a Blue Finance é uma empresa de planejamento financeiro e gestão financeira pessoal focada no oferecimento de um serviço personalizado e de excelência, tendo…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 6 contacts → | ||||
Exact match “Somos uma consultoria financeira “boutique”, especializada em finanças pessoais, com foco em Planejamento Financeiro Pessoal e Consultoria de Investimentos Financeiros.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 5 contacts → | ||||
Exact match “A Libratta é uma consultoria especializada em finanças pessoais, com foco na organização financeira de famílias e indivíduos.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “Acreditamos no potencial das pessoas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “Na One Financial, oferecemos soluções financeiras personalizadas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “Consultoria financeira experiente e dedicada a ajudar empresas a prosperar no mundo das finanças.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “A Clara Investimentos é um escritório de assessoria financeira, vinculado a XP Investimentos, que nasceu da conexão com a trajetória de vida pessoal e profissional de sua…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “Investment | Credit | Financial Planning | & more.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “Trilhamos juntos um caminho na direção do que você escolher.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “Pensar no futuro.” 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 “financial coaching services”. 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 445 financial coaching services based in Brazil
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Financial coaching services 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 445 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 coaching services” 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 248 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 “financial coaching services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial coaching services are there based in Brazil?
RevenueBase identified 445 company matches for financial coaching services 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?
Liberta Investimentos tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial coaching services?
Sao Paulo leads with 134 company records, followed by Rio De Janeiro (29) and Curitiba (20).
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 248 professional contacts with verified work emails tracked across these 445 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.
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Financial coaching services by geography
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Browse the directory
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial coaching services based in Adelaide, Australia
- Financial coaching services based in Brisbane, Australia
- Financial coaching services based in Melbourne, Australia
- Financial coaching services based in Sydney, Australia
- Financial coaching services based in Bangalore, India
- Financial coaching services based in Mumbai, India
Company intelligence · public preview
Top 25 financial coaching services 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 445 matching company records for financial coaching services based in Brazil, with 1,571 tracked contacts and 248 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 financial coaching services 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 |  Liberta Investimentoslibertainvestimentos.com.brHQ: Porto Alegre, BrazilReported employees: 201-500 | Porto Alegre, Brazil | 201-500 | Exact match | 180 contacts → |
“A trajetória da Liberta começou em uma sala de aula com 30 alunos em Porto Alegre, e hoje somos um dos maiores escritórios credenciados à XP Investimentos no Brasil.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Serafinserafin.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 52 contacts → |
“A Serafin nasce com um propósito: acreditamos que é possível impactar positivamente a vida das pessoas levando clareza e guiando decisões para que todos possam alcançar seu…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Crescento Consultoria Financeiracrescento.com.brHQ: Juiz De Fora, BrazilReported employees: 11-50 | Juiz De Fora, Brazil | 11-50 | Exact match | 48 contacts → |
“Decisões financeiras precisam de segurança e previsibilidade.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Flap Capitalflapcapital.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 28 contacts → |
“A Flap Capital nasce com o objetivo de auxiliar pessoas em manter a estabilidade e crescimento na sua vida patrimonial.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Fbispofbispo.com.br HQ: Sp, BrazilReported employees: 11-50 | Sp, Brazil | 11-50 | Exact match | 21 contacts → |
“A FBispo surgiu da necessidade de prestar serviços de planejamento financeiro e suporte operacional para atender a demanda de profissionais liberais e do empresariado a fim de…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Rumo Investimentosrumoinvestimentos.com.br HQ: Barueri, BrazilReported employees: 11-50 | Barueri, Brazil | 11-50 | Exact match | 16 contacts → |
“A Rumo Investimentos, parte do Grupo Rumo, oferece assessoria financeira completa na tomada de decisões financeiras para quem busca uma vida melhor.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Vante Investvanteinvest.com HQ: Brasília, BrazilReported employees: 1-10 | Brasília, Brazil | 1-10 | Exact match | 14 contacts → |
“Assessor de Investimentos do BTG Pactual Investir é, dentre outras coisas, navegar.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  V10 Investimentosv10investimentos.com.brHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 14 contacts → |
“A V10 Investimentos é uma consultoria financeira pessoal.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Conttabilidadeconttabilidade.com.brHQ: Niterói, BrazilReported employees: 11-50 | Niterói, Brazil | 11-50 | Exact match | 12 contacts → |
“Muito prazer, somos um novo conceito de escritório de contabilidade.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | MZM Wealthmzmwealth.com HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 12 contacts → |
“Somos uma empresa de consultoria financeira especializada em Planejamento Financeiro e Consultoria de Investimentos.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  K1 Capital Humanok1planejamento.com.brHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | SOFsof.fea.usp.br HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 9 contacts → |
“O Serviço de Orientação Financeira (SOF) é um projeto de extensão da Faculdade de Economia, Administração e Contabilidade da Universidade de São Paulo (FEA-USP) para auxiliar a…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Planize Planejamento Financeiroplanize.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 9 contacts → |
“Fazemos Planejamento Financeiro Personalizado pra te mostrar como construir patrimônio e atingir seus objetivos de maneira simples e prática.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Economia Diáriaeconomiadiaria.com.brHQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 8 contacts → |
“A Economia Diária® é uma empresa de Planejamento Financeiro Pessoal e de educação online, focada em proporcionar liberdade a todos os brasileiros através do conhecimento em…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Grupo Fierefiere.com.br HQ: Campinas, BrazilReported employees: 11-50 | Campinas, Brazil | 11-50 | Exact match | 7 contacts → |
“Somos uma empresa de consultoria com quase 20 anos de experiência no atendimento a clientes e um método próprio de trabalho que nos permite ajudar as pessoas a terem bem-estar…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Blue Financelp.bluefinance.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 7 contacts → |
“Fundada em São Paulo, a Blue Finance é uma empresa de planejamento financeiro e gestão financeira pessoal focada no oferecimento de um serviço personalizado e de excelência, tendo…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Attimo Finançasattimofamilyoffice.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 6 contacts → |
“Somos uma consultoria financeira “boutique”, especializada em finanças pessoais, com foco em Planejamento Financeiro Pessoal e Consultoria de Investimentos Financeiros.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Libratta Finanças Pessoaislibratta.com.brHQ: Brasília, BrazilReported employees: 1-10 | Brasília, Brazil | 1-10 | Exact match | 5 contacts → |
“A Libratta é uma consultoria especializada em finanças pessoais, com foco na organização financeira de famílias e indivíduos.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Scopo Finanças Pessoaisscopofp.com.br HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 5 contacts → |
“Acreditamos no potencial das pessoas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | ONE Financialfinancialone.com.br HQ: Porto Ferreira, BrazilReported employees: 1-10 | Porto Ferreira, Brazil | 1-10 | Exact match | 5 contacts → |
“Na One Financial, oferecemos soluções financeiras personalizadas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  BHN Consultoriabhnconsultoria.com.brHQ: Barueri, BrazilReported employees: 11-50 | Barueri, Brazil | 11-50 | Exact match | 4 contacts → |
“Consultoria financeira experiente e dedicada a ajudar empresas a prosperar no mundo das finanças.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Clara Investimentosclarainvestimentos.com.brHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 4 contacts → |
“A Clara Investimentos é um escritório de assessoria financeira, vinculado a XP Investimentos, que nasceu da conexão com a trajetória de vida pessoal e profissional de sua…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Tribeca Finançastribecafinancas.com.brHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 4 contacts → |
“Investment | Credit | Financial Planning | & more.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Equit Capitalequitcapital.com.br HQ: Curitiba, BrazilReported employees: 1-10 | Curitiba, Brazil | 1-10 | Exact match | 4 contacts → |
“Trilhamos juntos um caminho na direção do que você escolher.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Grupo Investprogrupoinvestpro.com.br HQ: Londrina, BrazilReported employees: 51-200 | Londrina, Brazil | 51-200 | Exact match | 4 contacts → |
“Pensar no futuro.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 445 company matches
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Financial coaching services: 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
441 records in the displayed employee bands.
4 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 445 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 financial coaching services?
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 coaching services did RevenueBase find based in Brazil?
The saved snapshot records 445 matching company records, 1,571 tracked contacts and 248 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.
Related lists
Financial coaching services by geography
- Financial coaching services based in Adelaide, Australia
- Financial coaching services based in Brisbane, Australia
- Financial coaching services based in Melbourne, Australia
- Financial coaching services based in Sydney, Australia
- Financial coaching services based in Bangalore, India
- Financial coaching services based in Mumbai, India
- Financial coaching services based in Atlanta, United States
- Financial coaching services based in Austin, United States
- Financial coaching services based in Charlotte, United States
- Financial coaching services based in Chicago, United States
- Financial coaching services based in Cincinnati, United States
- Financial coaching services based in Columbia, United States
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 financial coaching services based in Brazil. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-coaching-services/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
- Financial coaching services based in Adelaide, Australia
- Financial coaching services based in Brisbane, Australia
- Financial coaching services based in Melbourne, Australia
- Financial coaching services based in Sydney, Australia
- Financial coaching services based in Bangalore, India
- Financial coaching services based in Mumbai, India
Company intelligence · public preview
Top 25 financial coaching services based in Brazil
RevenueBase records 445 matching company records for financial coaching services based in Brazil, with 1,571 tracked contacts and 248 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 financial coaching services 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 | Liberta Investimentoslibertainvestimentos.com.br HQ: Porto Alegre, BrazilReported employees: 201-500 | Porto Alegre, Brazil | 201-500 | Exact match | 180 contacts → |
“A trajetória da Liberta começou em uma sala de aula com 30 alunos em Porto Alegre, e hoje somos um dos maiores escritórios credenciados à XP Investimentos no Brasil.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Serafinserafin.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 52 contacts → |
“A Serafin nasce com um propósito: acreditamos que é possível impactar positivamente a vida das pessoas levando clareza e guiando decisões para que todos possam alcançar seu…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Crescento Consultoria Financeiracrescento.com.br HQ: Juiz De Fora, BrazilReported employees: 11-50 | Juiz De Fora, Brazil | 11-50 | Exact match | 48 contacts → |
“Decisões financeiras precisam de segurança e previsibilidade.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Flap Capitalflapcapital.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 28 contacts → |
“A Flap Capital nasce com o objetivo de auxiliar pessoas em manter a estabilidade e crescimento na sua vida patrimonial.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Fbispofbispo.com.br HQ: Sp, BrazilReported employees: 11-50 | Sp, Brazil | 11-50 | Exact match | 21 contacts → |
“A FBispo surgiu da necessidade de prestar serviços de planejamento financeiro e suporte operacional para atender a demanda de profissionais liberais e do empresariado a fim de…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Rumo Investimentosrumoinvestimentos.com.br HQ: Barueri, BrazilReported employees: 11-50 | Barueri, Brazil | 11-50 | Exact match | 16 contacts → |
“A Rumo Investimentos, parte do Grupo Rumo, oferece assessoria financeira completa na tomada de decisões financeiras para quem busca uma vida melhor.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Vante Investvanteinvest.com HQ: Brasília, BrazilReported employees: 1-10 | Brasília, Brazil | 1-10 | Exact match | 14 contacts → |
“Assessor de Investimentos do BTG Pactual Investir é, dentre outras coisas, navegar.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | V10 Investimentosv10investimentos.com.br HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 14 contacts → |
“A V10 Investimentos é uma consultoria financeira pessoal.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Conttabilidadeconttabilidade.com.br HQ: Niterói, BrazilReported employees: 11-50 | Niterói, Brazil | 11-50 | Exact match | 12 contacts → |
“Muito prazer, somos um novo conceito de escritório de contabilidade.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | MZM Wealthmzmwealth.com HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 12 contacts → |
“Somos uma empresa de consultoria financeira especializada em Planejamento Financeiro e Consultoria de Investimentos.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | K1 Capital Humanok1planejamento.com.br HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | SOFsof.fea.usp.br HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 9 contacts → |
“O Serviço de Orientação Financeira (SOF) é um projeto de extensão da Faculdade de Economia, Administração e Contabilidade da Universidade de São Paulo (FEA-USP) para auxiliar a…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Planize Planejamento Financeiroplanize.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 9 contacts → |
“Fazemos Planejamento Financeiro Personalizado pra te mostrar como construir patrimônio e atingir seus objetivos de maneira simples e prática.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Economia Diáriaeconomiadiaria.com.br HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 8 contacts → |
“A Economia Diária® é uma empresa de Planejamento Financeiro Pessoal e de educação online, focada em proporcionar liberdade a todos os brasileiros através do conhecimento em…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Grupo Fierefiere.com.br HQ: Campinas, BrazilReported employees: 11-50 | Campinas, Brazil | 11-50 | Exact match | 7 contacts → |
“Somos uma empresa de consultoria com quase 20 anos de experiência no atendimento a clientes e um método próprio de trabalho que nos permite ajudar as pessoas a terem bem-estar…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Blue Financelp.bluefinance.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 7 contacts → |
“Fundada em São Paulo, a Blue Finance é uma empresa de planejamento financeiro e gestão financeira pessoal focada no oferecimento de um serviço personalizado e de excelência, tendo…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Attimo Finançasattimofamilyoffice.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 6 contacts → |
“Somos uma consultoria financeira “boutique”, especializada em finanças pessoais, com foco em Planejamento Financeiro Pessoal e Consultoria de Investimentos Financeiros.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Libratta Finanças Pessoaislibratta.com.br HQ: Brasília, BrazilReported employees: 1-10 | Brasília, Brazil | 1-10 | Exact match | 5 contacts → |
“A Libratta é uma consultoria especializada em finanças pessoais, com foco na organização financeira de famílias e indivíduos.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Scopo Finanças Pessoaisscopofp.com.br HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 5 contacts → |
“Acreditamos no potencial das pessoas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | ONE Financialfinancialone.com.br HQ: Porto Ferreira, BrazilReported employees: 1-10 | Porto Ferreira, Brazil | 1-10 | Exact match | 5 contacts → |
“Na One Financial, oferecemos soluções financeiras personalizadas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | BHN Consultoriabhnconsultoria.com.br HQ: Barueri, BrazilReported employees: 11-50 | Barueri, Brazil | 11-50 | Exact match | 4 contacts → |
“Consultoria financeira experiente e dedicada a ajudar empresas a prosperar no mundo das finanças.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Clara Investimentosclarainvestimentos.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 4 contacts → |
“A Clara Investimentos é um escritório de assessoria financeira, vinculado a XP Investimentos, que nasceu da conexão com a trajetória de vida pessoal e profissional de sua…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Tribeca Finançastribecafinancas.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 4 contacts → |
“Investment | Credit | Financial Planning | & more.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Equit Capitalequitcapital.com.br HQ: Curitiba, BrazilReported employees: 1-10 | Curitiba, Brazil | 1-10 | Exact match | 4 contacts → |
“Trilhamos juntos um caminho na direção do que você escolher.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Grupo Investprogrupoinvestpro.com.br HQ: Londrina, BrazilReported employees: 51-200 | Londrina, Brazil | 51-200 | Exact match | 4 contacts → |
“Pensar no futuro.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 445 company matches
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Financial coaching services: 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
441 records in the displayed employee bands.
4 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 445 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 financial coaching services?
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 coaching services did RevenueBase find based in Brazil?
The saved snapshot records 445 matching company records, 1,571 tracked contacts and 248 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.
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Cite this list
RevenueBase Data Team. Top 25 financial coaching services based in Brazil. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-coaching-services/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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