Company lists · Data refreshed September 2026

Top 25 Financial planning consulting firms based in Brazil

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

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 1,347 companies tracked

RevenueBase identified 1,347 company matches for financial planning consulting firms associated with Brazil as of September 2026 and tracks 10,996 professional contacts across them, including 1,771 with verified work emails and 227 with mobile numbers. Sao Paulo is the largest hub.

This list covers company matches for financial planning 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 30, 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 30, 2026 How this list was built

1,347Companies

10,996Contacts tracked

1,771Verified emails

227Mobile numbers

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest financial planning consulting firms based in Brazil

Ranked by team size

Top 25 of 1,347 company matches for financial planning consulting firms based in Brazil, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 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	W1 Consultoria	Exact match	São Paulo, BrazilHQ recorded Sep 30, 2026	501-1,000	1,915 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 30, 2026 · View company records in RevenueBase
2	Blue3 Investimentos	Exact match	Ribeirão Preto, BrazilHQ recorded Sep 30, 2026	501-1,000	591 contacts →
	Exact match “Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3	Portfel Consultoria Financeira	Exact match	Barueri, BrazilHQ recorded Sep 30, 2026	201-500	581 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 30, 2026 · View company records in RevenueBase
4	Wiser BTG Pactual	Exact match	Campinas, BrazilHQ recorded Sep 30, 2026	201-500	265 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 30, 2026 · View company records in RevenueBase
5	Liberta Investimentos	Exact match	Porto Alegre, BrazilHQ recorded Sep 30, 2026	201-500	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 30, 2026 · View company records in RevenueBase
6	Guide Investimentos	Exact match	São Paulo, BrazilHQ recorded Sep 30, 2026	201-500	157 contacts →
	Exact match “Escolher um bom caminho é tão importante quanto saber aonde se quer chegar.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7	Contassesc Contabilidade	Exact match	Joaçaba, BrazilHQ recorded Sep 30, 2026	201-500	119 contacts →
	Exact match “A Contassesc se destaca por fornecer serviços contábeis especializados, incluindo assessoria, consultoria e planejamento tributário.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	RJ Investimentos	Exact match	Rio De Janeiro, BrazilHQ recorded Sep 30, 2026	51-200	110 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 · Sep 30, 2026 · View company records in RevenueBase
9	CEA Consultoria	Exact match	São Paulo, BrazilHQ recorded Sep 30, 2026	11-50	100 contacts →
	Exact match “Empresa especializada em consultoria financeira estratégica.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	Quark Investimentos	Exact match	Sao Paulo, BrazilHQ recorded Sep 30, 2026	51-200	90 contacts →
	Exact match “Quark Investimentos \| Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	Escrilex	Exact match	Curitiba, BrazilHQ recorded Sep 30, 2026	51-200	87 contacts →
	Exact match “Acreditamos que somente ajudando nossos clientes a alcançarem o sucesso, é que teremos o nosso.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	Prosperidade Investimentos	Exact match	Sao Bernardo Do Campo, BrazilHQ recorded Sep 30, 2026	51-200	80 contacts →
	Exact match “Em 2017, tivemos uma ideia.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	VOGA	Exact match	Brasilia, BrazilHQ recorded Sep 30, 2026	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 30, 2026 · View company records in RevenueBase
14	Kaza Capital	Exact match	Anápolis, BrazilHQ recorded Sep 30, 2026	51-200	77 contacts →
	Exact match “Na Kaza Capital, transformamos estratégia em resultados.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	Grupo Tiex	Exact match	Sao Paulo, BrazilHQ recorded Sep 30, 2026	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 30, 2026 · View company records in RevenueBase
16	Finance	Exact match	Fortaleza, BrazilHQ recorded Sep 30, 2026	51-200	67 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
17	INVÉS	Exact match	São Paulo, BrazilHQ recorded Sep 30, 2026	51-200	65 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 30, 2026 · View company records in RevenueBase
18	Nord Wealth	Exact match	Sao Paulo, BrazilHQ recorded Sep 30, 2026	11-50	64 contacts →
	Exact match “A Nord Wealth nasceu da nossa vontade de atender os clientes da mesma forma que gostaríamos de ser atendidos: profissionais certificados, atendimento próximo e interesses…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
19	Petrópolis Invest	Exact match	Petrópolis, BrazilHQ recorded Sep 30, 2026	51-200	61 contacts →
	Exact match “Nascemos em Petrópolis há 10 anos com uma convicção simples: assessoria de investimentos de verdade exige presença, não apenas plataforma.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
20	Ville Capital XP Investimentos	Exact match	Sao Paulo, BrazilHQ recorded Sep 30, 2026	51-200	59 contacts →
	Exact match “A Ville Capital iniciou as atividades em 2021, com a missão de oferecer soluções inovadoras para clientes de Alta Renda, Private e Empresas.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21	Lotus Capital	Exact match	Belo Horizonte, BrazilHQ recorded Sep 30, 2026	11-50	55 contacts →
	Exact match “Assessoria Private BTG Pactual.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22	Real Invest	Exact match	Aracaju, BrazilHQ recorded Sep 30, 2026	11-50	54 contacts →
	Exact match “A nossa história começa em 2008.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23	Alocc Gestão Patrimonial	Exact match	Rio De Janeiro, BrazilHQ recorded Sep 30, 2026	51-200	49 contacts →
	Exact match “A Alocc é uma empresa especializada em gestão patrimonial, reconhecida no mercado por sua atuação sólida e responsável.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24	Crescento Consultoria Financeira	Exact match	Juiz De Fora, BrazilHQ recorded Sep 30, 2026	11-50	48 contacts →
	Exact match “Decisões financeiras precisam de segurança e previsibilidade.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
25	Ihub Investimentos	Exact match	Sao Paulo, BrazilHQ recorded Sep 30, 2026	51-200	48 contacts →
	Exact match “iHUB é um escritório de agentes autônomos de investimentos especializado em renda variável, com a missão de auxiliar nossos clientes a investir de maneira mais inteligente para…” Recorded in the RevenueBase company graph · Sep 30, 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 planning 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 1,347 financial planning consulting firms based in Brazil

See the full list, filter by size, metro and specialty, and access 1,771 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Financial planning consulting firms based in Brazil at a glance

As of Sep 30, 2026

16.1%Verified-email coverage

2.1%Mobile-number coverage

8.2Average contacts per company

1-10Median size (employees)

27.1%Largest-city concentration · Sao Paulo

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

1,032

11-50

258

51-200

201-500

501-1,000

1,001-5,000

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 32.0d

5720–30

1,13231–60

7361–90

090–180

4180+

Company record updated

Median 81.0d

00–30

24531–60

5,45361–90

4,52690–180

828180+

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 planning 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 1,771 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 30, 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 planning 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 planning consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning consulting firms are there based in Brazil?

RevenueBase identified 1,347 company matches for financial planning 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?

W1 Consultoria tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial planning consulting firms?

Sao Paulo leads with 365 company records, followed by Rio De Janeiro (89) and Belo Horizonte (61).

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 1,771 professional contacts with verified work emails tracked across these 1,347 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 30, 2026.

Ready to reach these companies? Verified emails and direct dials for all 1,347 financial planning consulting firms based in Brazil. Start with a free account, no credit card.

Download this list →

Related lists

Financial planning consulting firms by geography

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.