Company lists · Data refreshed September 2026
Top 25 Financial planning outsourcing companies based in Brazil
RevenueBase identified 616 company matches for financial planning outsourcing companies associated with Brazil as of September 2026 and tracks 4,031 professional contacts across them, including 578 with verified work emails. Sao Paulo is the largest hub.
This list covers company matches for financial planning outsourcing companies 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 28, 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 planning outsourcing companies based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 28, 2026 · View company records in RevenueBase | |||||
| 2 | 157 contacts → | ||||
Exact match “Escolher um bom caminho é tão importante quanto saber aonde se quer chegar.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 108 contacts → | ||||
Exact match “Organização Mecano Contábil” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 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 28, 2026 · View company records in RevenueBase | |||||
| 5 | 80 contacts → | ||||
Exact match “Em 2017, tivemos uma ideia.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 77 contacts → | ||||
Exact match “Na Kaza Capital, transformamos estratégia em resultados.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 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 28, 2026 · View company records in RevenueBase | |||||
| 8 | 54 contacts → | ||||
Exact match “A nossa história começa em 2008.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 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 28, 2026 · View company records in RevenueBase | |||||
| 10 | 46 contacts → | ||||
Exact match “O Grupo Fractal é um hub de soluções financeiras para você e o seu negócio.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 43 contacts → | ||||
Exact match “Melhor escritório XP do Brasil” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 41 contacts → | ||||
Exact match “Na Big Invest, ajudamos você a alcançar as conquistas que deseja, agora e no futuro.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 41 contacts → | ||||
Exact match “Somos a InvestFlow Investimentos!” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 40 contacts → | ||||
Exact match “A The Hill Capital é um escritório de Assessoria de Investimentos, credenciado pelo BTG Pactual, que busca trazer uma nova experiência de investimento financeiro para quem deseja…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 37 contacts → | ||||
Exact match “Nós do Grupo Fatos vamos além de mostrar números para você, nós nos envolvemos com o seu negócio!” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 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 28, 2026 · View company records in RevenueBase | |||||
| 17 | 27 contacts → | ||||
Exact match “A Eterna Capital é um escritório de agentes autônomos credenciado à XP Investimentos, com mais de 10 anos de experiência no mercado financeiro.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 25 contacts → | ||||
Exact match “Somos um Assessoria Referência em Alta Renda com soluções para PF e PJ.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 23 contacts → | ||||
Exact match “Escolher a Qoros é optar por uma assessoria financeira que coloca seu sucesso em primeiro lugar.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 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 28, 2026 · View company records in RevenueBase | |||||
| 21 | 20 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 20 contacts → | ||||
Exact match “Somos orientados às necessidades de nossos clientes, embasados em valores e focados no futuro.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 20 contacts → | ||||
Exact match “Nos propomos a ajudar as pessoas a alcançarem seus objetivos financeiros e de vida.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 19 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 18 contacts → | ||||
Exact match “Contabilidade | Marketing | Financeiro” Recorded in the RevenueBase company graph · Sep 28, 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 outsourcing companies”. 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 616 financial planning outsourcing companies based in Brazil
See the full list, filter by size, metro and specialty, and access 578 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Financial planning outsourcing companies based in Brazil at a glance
As of Sep 28, 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 616 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 planning outsourcing companies” 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 578 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 28, 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 outsourcing companies 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 outsourcing companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning outsourcing companies are there based in Brazil?
RevenueBase identified 616 company matches for financial planning outsourcing companies 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?
Wiser BTG Pactual tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial planning outsourcing companies?
Sao Paulo leads with 154 company records, followed by Rio De Janeiro (38) and Belo Horizonte (32).
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 578 professional contacts with verified work emails tracked across these 616 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 616 financial planning outsourcing companies based in Brazil. Start with a free account, no credit card.
Download this list →Related lists
Financial planning outsourcing companies by geography
- Financial planning outsourcing companies based in Adelaide, Australia
- Financial planning outsourcing companies based in Brisbane, Australia
- Financial planning outsourcing companies based in Melbourne, Australia
- Financial planning outsourcing companies based in Perth, Australia
- Financial planning outsourcing companies based in Sydney, Australia
- Financial planning outsourcing companies based in Belo Horizonte, Brazil
- Financial planning outsourcing companies based in Sao Paulo, Brazil
- Financial planning outsourcing companies based in Calgary, Canada
- Financial planning outsourcing companies based in Edmonton, Canada
- Financial planning outsourcing companies based in Mississauga, Canada
- Financial planning outsourcing companies based in Montreal, Canada
- Financial planning outsourcing companies based in Ottawa, Canada
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 planning outsourcing companies based in Adelaide, Australia
- Financial planning outsourcing companies based in Brisbane, Australia
- Financial planning outsourcing companies based in Melbourne, Australia
- Financial planning outsourcing companies based in Perth, Australia
- Financial planning outsourcing companies based in Sydney, Australia
- Financial planning outsourcing companies based in Belo Horizonte, Brazil
Company intelligence · public preview
Top 25 financial planning outsourcing companies 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 616 matching company records for financial planning outsourcing companies based in Brazil, with 4,031 tracked contacts and 578 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 28, 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 planning outsourcing companies 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 |  Wiser BTG Pactualsejawiser.com.brHQ: Campinas, BrazilReported employees: 201-500 | Campinas, Brazil | 201-500 | Exact match | 265 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Guide Investimentosguide.com.brHQ: São Paulo, BrazilReported employees: 201-500 | São Paulo, Brazil | 201-500 | Exact match | 157 contacts → |
“Escolher um bom caminho é tão importante quanto saber aonde se quer chegar.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Organização Mêcano Contábilmecanocontabil.com.brHQ: São Carlos, BrazilReported employees: 51-200 | São Carlos, Brazil | 51-200 | Exact match | 108 contacts → |
“Organização Mecano Contábil” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Quark Investimentosquarkinvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 90 contacts → |
“Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Prosperidade Investimentosprosperidadeinvest.com.brHQ: Sao Bernardo Do Campo, BrazilReported employees: 51-200 | Sao Bernardo Do Campo, Brazil | 51-200 | Exact match | 80 contacts → |
“Em 2017, tivemos uma ideia.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Kaza Capitalkazacapital.com.brHQ: Anápolis, BrazilReported employees: 51-200 | Anápolis, Brazil | 51-200 | Exact match | 77 contacts → |
“Na Kaza Capital, transformamos estratégia em resultados.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Petrópolis Investpetropolisinvestimentos.com.brHQ: Petrópolis, BrazilReported employees: 51-200 | Petrópolis, Brazil | 51-200 | Exact match | 61 contacts → |
“Nascemos em Petrópolis há 10 anos com uma convicção simples: assessoria de investimentos de verdade exige presença, não apenas plataforma.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Real Investrinvest.com.br HQ: Aracaju, BrazilReported employees: 11-50 | Aracaju, Brazil | 11-50 | Exact match | 54 contacts → |
“A nossa história começa em 2008.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Ihub Investimentosihubinvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 48 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Grupo Fractalfractalinvestimentos.com.brHQ: Divinópolis, BrazilReported employees: 51-200 | Divinópolis, Brazil | 51-200 | Exact match | 46 contacts → |
“O Grupo Fractal é um hub de soluções financeiras para você e o seu negócio.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Blue3 XP Investimentosblue3investimentos.com.brHQ: Belém, BrazilReported employees: 51-200 | Belém, Brazil | 51-200 | Exact match | 43 contacts → |
“Melhor escritório XP do Brasil” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  BIG Investbiginvest.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 41 contacts → |
“Na Big Invest, ajudamos você a alcançar as conquistas que deseja, agora e no futuro.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Investflow Investimentosinvestflow.com.brHQ: Curitiba, BrazilReported employees: 51-200 | Curitiba, Brazil | 51-200 | Exact match | 41 contacts → |
“Somos a InvestFlow Investimentos!” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  The Hill Capitalthehill.capitalHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 40 contacts → |
“A The Hill Capital é um escritório de Assessoria de Investimentos, credenciado pelo BTG Pactual, que busca trazer uma nova experiência de investimento financeiro para quem deseja…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Grupo Fatos Contabilidade & BPO Financeirogrupofatos.com.brHQ: São José Dos Campos, BrazilReported employees: 11-50 | São José Dos Campos, Brazil | 11-50 | Exact match | 37 contacts → |
“Nós do Grupo Fatos vamos além de mostrar números para você, nós nos envolvemos com o seu negócio!” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Eterna Capitaleternacapital.com.brHQ: São Caetano Do Sul, BrazilReported employees: 11-50 | São Caetano Do Sul, Brazil | 11-50 | Exact match | 27 contacts → |
“A Eterna Capital é um escritório de agentes autônomos credenciado à XP Investimentos, com mais de 10 anos de experiência no mercado financeiro.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  FMB Investimentosfmbinvest.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 25 contacts → |
“Somos um Assessoria Referência em Alta Renda com soluções para PF e PJ.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Qoros Capitalqoroscapital.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 23 contacts → |
“Escolher a Qoros é optar por uma assessoria financeira que coloca seu sucesso em primeiro lugar.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Colaco Contabilidadecolacocontadores.com.br HQ: Curitiba, BrazilReported employees: 11-50 | Curitiba, Brazil | 11-50 | Exact match | 20 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 | Wave Capitalwavecap.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 20 contacts → |
“Somos orientados às necessidades de nossos clientes, embasados em valores e focados no futuro.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | OUROouroinvestimentos.com HQ: Cuiabá, BrazilReported employees: 11-50 | Cuiabá, Brazil | 11-50 | Exact match | 20 contacts → |
“Nos propomos a ajudar as pessoas a alcançarem seus objetivos financeiros e de vida.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  WAY Investimentoswayinvestimentos.com.brHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 19 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  easely.coeasely.com.brHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 18 contacts → |
“Contabilidade | Marketing | Financeiro” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 616 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Financial planning outsourcing companies: dataset insights
September 28, 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
615 records in the displayed employee bands.
1 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 616 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 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial planning outsourcing companies by metro
Questions about this company list
What does Exact match mean for financial planning outsourcing companies?
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 planning outsourcing companies did RevenueBase find based in Brazil?
The saved snapshot records 616 matching company records, 4,031 tracked contacts and 578 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 28, 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 planning outsourcing companies by geography
- Financial planning outsourcing companies based in Adelaide, Australia
- Financial planning outsourcing companies based in Brisbane, Australia
- Financial planning outsourcing companies based in Melbourne, Australia
- Financial planning outsourcing companies based in Perth, Australia
- Financial planning outsourcing companies based in Sydney, Australia
- Financial planning outsourcing companies based in Belo Horizonte, Brazil
- Financial planning outsourcing companies based in Sao Paulo, Brazil
- Financial planning outsourcing companies based in Calgary, Canada
- Financial planning outsourcing companies based in Edmonton, Canada
- Financial planning outsourcing companies based in Mississauga, Canada
- Financial planning outsourcing companies based in Montreal, Canada
- Financial planning outsourcing companies based in Ottawa, Canada
Cite this list
RevenueBase Data Team. Top 25 financial planning outsourcing companies based in Brazil. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-planning-outsourcing-companies/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 planning outsourcing companies based in Adelaide, Australia
- Financial planning outsourcing companies based in Brisbane, Australia
- Financial planning outsourcing companies based in Melbourne, Australia
- Financial planning outsourcing companies based in Perth, Australia
- Financial planning outsourcing companies based in Sydney, Australia
- Financial planning outsourcing companies based in Belo Horizonte, Brazil
Company intelligence · public preview
Top 25 financial planning outsourcing companies based in Brazil
RevenueBase records 616 matching company records for financial planning outsourcing companies based in Brazil, with 4,031 tracked contacts and 578 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 28, 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 planning outsourcing companies 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 | Wiser BTG Pactualsejawiser.com.br HQ: Campinas, BrazilReported employees: 201-500 | Campinas, Brazil | 201-500 | Exact match | 265 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Guide Investimentosguide.com.br HQ: São Paulo, BrazilReported employees: 201-500 | São Paulo, Brazil | 201-500 | Exact match | 157 contacts → |
“Escolher um bom caminho é tão importante quanto saber aonde se quer chegar.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Organização Mêcano Contábilmecanocontabil.com.br HQ: São Carlos, BrazilReported employees: 51-200 | São Carlos, Brazil | 51-200 | Exact match | 108 contacts → |
“Organização Mecano Contábil” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Quark Investimentosquarkinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 90 contacts → |
“Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Prosperidade Investimentosprosperidadeinvest.com.br HQ: Sao Bernardo Do Campo, BrazilReported employees: 51-200 | Sao Bernardo Do Campo, Brazil | 51-200 | Exact match | 80 contacts → |
“Em 2017, tivemos uma ideia.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Kaza Capitalkazacapital.com.br HQ: Anápolis, BrazilReported employees: 51-200 | Anápolis, Brazil | 51-200 | Exact match | 77 contacts → |
“Na Kaza Capital, transformamos estratégia em resultados.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Petrópolis Investpetropolisinvestimentos.com.br HQ: Petrópolis, BrazilReported employees: 51-200 | Petrópolis, Brazil | 51-200 | Exact match | 61 contacts → |
“Nascemos em Petrópolis há 10 anos com uma convicção simples: assessoria de investimentos de verdade exige presença, não apenas plataforma.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Real Investrinvest.com.br HQ: Aracaju, BrazilReported employees: 11-50 | Aracaju, Brazil | 11-50 | Exact match | 54 contacts → |
“A nossa história começa em 2008.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Ihub Investimentosihubinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 48 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Grupo Fractalfractalinvestimentos.com.br HQ: Divinópolis, BrazilReported employees: 51-200 | Divinópolis, Brazil | 51-200 | Exact match | 46 contacts → |
“O Grupo Fractal é um hub de soluções financeiras para você e o seu negócio.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Blue3 XP Investimentosblue3investimentos.com.br HQ: Belém, BrazilReported employees: 51-200 | Belém, Brazil | 51-200 | Exact match | 43 contacts → |
“Melhor escritório XP do Brasil” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | BIG Investbiginvest.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 41 contacts → |
“Na Big Invest, ajudamos você a alcançar as conquistas que deseja, agora e no futuro.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Investflow Investimentosinvestflow.com.br HQ: Curitiba, BrazilReported employees: 51-200 | Curitiba, Brazil | 51-200 | Exact match | 41 contacts → |
“Somos a InvestFlow Investimentos!” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | The Hill Capitalthehill.capital HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 40 contacts → |
“A The Hill Capital é um escritório de Assessoria de Investimentos, credenciado pelo BTG Pactual, que busca trazer uma nova experiência de investimento financeiro para quem deseja…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Grupo Fatos Contabilidade & BPO Financeirogrupofatos.com.br HQ: São José Dos Campos, BrazilReported employees: 11-50 | São José Dos Campos, Brazil | 11-50 | Exact match | 37 contacts → |
“Nós do Grupo Fatos vamos além de mostrar números para você, nós nos envolvemos com o seu negócio!” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Eterna Capitaleternacapital.com.br HQ: São Caetano Do Sul, BrazilReported employees: 11-50 | São Caetano Do Sul, Brazil | 11-50 | Exact match | 27 contacts → |
“A Eterna Capital é um escritório de agentes autônomos credenciado à XP Investimentos, com mais de 10 anos de experiência no mercado financeiro.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | FMB Investimentosfmbinvest.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 25 contacts → |
“Somos um Assessoria Referência em Alta Renda com soluções para PF e PJ.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Qoros Capitalqoroscapital.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 23 contacts → |
“Escolher a Qoros é optar por uma assessoria financeira que coloca seu sucesso em primeiro lugar.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Colaco Contabilidadecolacocontadores.com.br HQ: Curitiba, BrazilReported employees: 11-50 | Curitiba, Brazil | 11-50 | Exact match | 20 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 | Wave Capitalwavecap.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 20 contacts → |
“Somos orientados às necessidades de nossos clientes, embasados em valores e focados no futuro.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | OUROouroinvestimentos.com HQ: Cuiabá, BrazilReported employees: 11-50 | Cuiabá, Brazil | 11-50 | Exact match | 20 contacts → |
“Nos propomos a ajudar as pessoas a alcançarem seus objetivos financeiros e de vida.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | WAY Investimentoswayinvestimentos.com.br HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 19 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | easely.coeasely.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 18 contacts → |
“Contabilidade | Marketing | Financeiro” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 616 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Financial planning outsourcing companies: dataset insights
September 28, 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
615 records in the displayed employee bands.
1 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 616 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 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial planning outsourcing companies by metro
Questions about this company list
What does Exact match mean for financial planning outsourcing companies?
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 planning outsourcing companies did RevenueBase find based in Brazil?
The saved snapshot records 616 matching company records, 4,031 tracked contacts and 578 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 28, 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 planning outsourcing companies by geography
- Financial planning outsourcing companies based in Adelaide, Australia
- Financial planning outsourcing companies based in Brisbane, Australia
- Financial planning outsourcing companies based in Melbourne, Australia
- Financial planning outsourcing companies based in Perth, Australia
- Financial planning outsourcing companies based in Sydney, Australia
- Financial planning outsourcing companies based in Belo Horizonte, Brazil
- Financial planning outsourcing companies based in Sao Paulo, Brazil
- Financial planning outsourcing companies based in Calgary, Canada
- Financial planning outsourcing companies based in Edmonton, Canada
- Financial planning outsourcing companies based in Mississauga, Canada
- Financial planning outsourcing companies based in Montreal, Canada
- Financial planning outsourcing companies based in Ottawa, Canada
Cite this list
RevenueBase Data Team. Top 25 financial planning outsourcing companies based in Brazil. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-planning-outsourcing-companies/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 planning outsourcing companies based in Adelaide, Australia
- Financial planning outsourcing companies based in Brisbane, Australia
- Financial planning outsourcing companies based in Melbourne, Australia
- Financial planning outsourcing companies based in Perth, Australia
- Financial planning outsourcing companies based in Sydney, Australia
- Financial planning outsourcing companies based in Belo Horizonte, Brazil