Company lists · Data refreshed September 2026

Top 25 Financial consulting firms based in Brazil

Name: Financial consulting firms based in Brazil
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 2,648 companies tracked

RevenueBase identified 2,648 company matches for financial consulting firms associated with Brazil as of September 2026 and tracks 44,437 professional contacts across them, including 9,483 with verified work emails and 870 with mobile numbers. Sao Paulo is the largest hub.

This list covers company matches for financial consulting firms 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 2, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 2, 2026 How this list was built

2,648Companies

44,437Contacts tracked

9,483Verified emails

870Mobile numbers

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The 25 largest financial consulting firms based in Brazil

Ranked by team size

Top 25 of 2,648 company matches for financial consulting firms based in Brazil, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 2, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	SAFRA	Exact match	Sao Paulo, Brazil	10001+	10,873 contacts →
	Exact match “Somos referência em investimentos.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
2	Itau BBA	Exact match	Sao Paulo, Brazil	1,001-5,000	4,698 contacts →
	Exact match “Itaú BBA is Latin America's largest corporate investment bank and its part of the Itaú Unibanco group, one of the largest financial conglomerates in the world.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
3	W1 Consultoria	Exact match	Sao Paulo, Brazil	501-1,000	1,875 contacts →
	Exact match “Juntos, em todas as suas conquistas Com um modelo de negócios com mais de 40 anos de sucesso na Europa, a W1 é pioneira no mercado de consultoria financeira no Brasil.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
4	ASA	Exact match	Sao Paulo, Brazil	501-1,000	669 contacts →
	Exact match “Somos uma instituição financeira sólida e diversificada, equipada para operar em um mercado em constante evolução.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
5	Blue3 Investimentos	Exact match	Goiania, Brazil	501-1,000	585 contacts →
	Exact match “Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
6	Portfel Consultoria Financeira	Exact match	Barueri, Brazil	201-500	575 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 · Sep 2, 2026 · View company records in RevenueBase
7	Monte Bravo	Exact match	Campinas, Brazil	501-1,000	523 contacts →
	Exact match “Na Monte Bravo, nosso propósito é claro: construir um mercado de assessoria financeria melhor para fazer a diferença na vida das pessoas através do mercado financeiro.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
8	Warren Investimentos	Exact match	Curitiba, Brazil	501-1,000	435 contacts →
	Exact match “Surgimos para proporcionar aos brasileiros uma forma de investir que é transparente, sem conflito de interesses.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
9	Alta Vista Investimentos	Exact match	Porto Alegre, Brazil	201-500	273 contacts →
	Exact match “Em 2006, iniciamos as atividades da XP Investimentos em São Paulo, ainda como Agente Autônomo de Investimentos, numa minúscula sala de 6m².” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
10	Lifetime Investimentos	Exact match	Sao Paulo, Brazil	201-500	264 contacts →
	Exact match “A Lifetime Investimentos atua no mercado financeiro desde 2011.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
11	Wiser BTG Pactual	Exact match	Criciuma, Brazil	201-500	263 contacts →
	Exact match “Desde 2009, a Wiser, escritório do BTG Pactual, tem como missão gerar valor para seus clientes com segurança, conhecimento e foco, pilares que fazem parte do nosso DNA Nosso…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
12	FAZ Capital	Exact match	Curitiba, Brazil	201-500	259 contacts →
	Exact match “Somos mais do que uma empresa de investimentos.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
13	Necton Investimentos	Exact match	Sao Paulo, Brazil	201-500	224 contacts →
	Exact match “Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
14	Veedha	Exact match	Varginha, Brazil	201-500	185 contacts →
	Exact match “Somos uma assessoria financeira credenciada à XP Investimentos, com mais de R$ 12 bilhões sob custódia, dedicada a oferecer soluções patrimoniais alinhadas aos objetivos, momento…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
15	Liberta Investimentos	Exact match	Porto Alegre, Brazil	201-500	185 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 2, 2026 · View company records in RevenueBase
16	Criteria Financial Group	Exact match	Sao Paulo, Brazil	201-500	182 contacts →
	Exact match “Com uma veia empreendedora e um histórico no mercado acionário brasileiro oriunda desde 1989, a Criteria foi fundada em 2014 buscando aprimorar o serviço de rentabilização e…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
17	EWZ Capital	Exact match	Sao Paulo, Brazil	51-200	169 contacts →
	Exact match “A EWZ Capital é um dos maiores escritórios de assessoria de investimentos do país, atuando como assessoria de investimentos credenciada ao BTG Pactual, na qualidade de assessoria…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
18	Guide Investimentos	Exact match	Sao Paulo, Brazil	201-500	160 contacts →
	Exact match “Escolher um bom caminho é tão importante quanto saber aonde se quer chegar.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
19	Quark Investimentos	Exact match	Sao Paulo, Brazil	51-200	92 contacts →
	Exact match “Quark Investimentos \| Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
20	RP Capital Investimentos	Exact match	Sao Sebastiao Do Paraiso, Brazil	51-200	83 contacts →
	Exact match “A RP Capital AAI é uma empresa de assessoria em investimentos credenciada a XP Investimentos, que atende clientes de qualquer parte do mundo.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
21	VOGA	Exact match	Brasilia, Brazil	51-200	80 contacts →
	Exact match “A VOGA é um escritório de investimentos, que carrega em seu próprio nome as diretrizes fundamentais da empresa.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
22	LECCA	Exact match	Sao Paulo, Brazil	51-200	78 contacts →
	Exact match “A LECCA é uma tradicional instituição financeira carioca, com quase 40 anos de atuação, que construiu uma sólida reputação no mercado.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
23	Bradesco Corretora	Exact match	Sao Paulo, Brazil	51-200	76 contacts →
	Exact match “A melhor opção para você investir no mercado financeiro com o apoio de uma empresa do Grupo Bradesco, que conta com mais de 50 anos de experiência e credibilidade no mercado.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
24	Grupo Tiex	Exact match	Sao Paulo, Brazil	51-200	74 contacts →
	Exact match “O Grupo TIEX tem como objetivo assessorar na gestão financeira e corporativa de seus clientes dos mais diversos setores, gerando rentabilidade e agregando valor ao negócio.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
25	INVÉS	Exact match	Belo Horizonte, Brazil	51-200	64 contacts →
	Exact match “Mais do que um assessor, o planejador financeiro é seu guia de jornada em direção ao seus objetivos.” Recorded in the RevenueBase company graph · Sep 2, 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 consulting firms”. 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 2,648 financial consulting firms based in Brazil

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Financial consulting firms based in Brazil at a glance

As of Sep 2, 2026

21.3%Verified-email coverage

2.0%Mobile-number coverage

16.8Average contacts per company

1-10Median size (employees)

31.0%Largest-city concentration · Sao Paulo

Sep 2, 2026Page data refreshed

Companies by employee count

1-10

1,805

11-50

656

51-200

125

201-500

501-1,000

1,001-5,000

10001+

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 consulting firms” 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 9,483 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 2, 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 consulting firms 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 consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial consulting firms are there based in Brazil?

RevenueBase identified 2,648 company matches for financial consulting firms 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?

SAFRA tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial consulting firms?

Sao Paulo leads with 820 company records, followed by Rio De Janeiro (177) and Curitiba (105).

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 9,483 professional contacts with verified work emails tracked across these 2,648 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 2, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase 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.