Company lists · Data refreshed September 2026
Top 17 Financial planning recruiters based in Brazil
RevenueBase identified 70 company matches for financial planning recruiters associated with Brazil as of September 2026 and tracks 392 professional contacts across them, including 52 with verified work emails. Sao Paulo is the largest hub.
This list covers company matches for financial planning recruiters 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 17 largest financial planning recruiters based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 33 contacts → | ||||
Exact match “Aliá, que em hebraico significa “Ascensão”, tendo como símbolo a fêmea do elefante, animal centenário, forte, que transcende gerações, no mercado financeiro representa clientes…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 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 20, 2026 · View company records in RevenueBase | |||||
| 3 | 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 | |||||
| 4 | 11 contacts → | ||||
Exact match “A B2 Advisory nasceu com um propósito claro: viabilizar o sonho de nossos clientes, criando estratégias financeiras seguras, transparentes e eficazes para alcançar liberdade…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 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 | |||||
| 6 | 8 contacts → | ||||
Exact match “Somos especialistas em investimentos e planejamento financeiro, ajudando pessoas a transformar seu patrimônio em uma fonte de renda segura e consistente.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 8 contacts → | ||||
Exact match “Transformando empresas através dos melhores talentos!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 4 contacts → | ||||
Exact match “Especializados em recrutamento e seleção de profissionais para o setor financeiro, com expertise em identificar e atrair talentos qualificados para atender às demandas específicas…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 4 contacts → | ||||
Exact match “Pensar no futuro.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 4 contacts → | ||||
Exact match “Fundada em 2015, a Braúna Investimentos surgiu do sonho de profissionais com extensa experiência no mercado financeiro, visando criar uma empresa com serviço diferenciado quanto à…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “A 3HG tem em seu DNA a independência, trazendo para seus clientes Planejamento Financeiro de qualidade com transparência e isento de qualquer conflito de interesse.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “Somos especialistas em Planejamento Financeiro e Patrimonial.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “A Diamond Financial é uma empresa multiespecialista em planejamento financeiro personalizado para pessoa, famílias e empresas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “Planejamento Financeiro Pessoal.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match “A Expresso Planejamento Financeiro assessora na seleção dos melhores investimentos financeiros e auxilia no planejamento sucessório e tributário, buscando sempre um atendimento…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “Especialidades:+ Planejamento Financeiro + Gastos Inteligentes + Viajar mais com menos + Investimentos + Renda Fixa + Renda Variável + Liberdade Financeira + Planejamento…” 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 planning recruiters”. 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 17 of 70 financial planning recruiters based in Brazil
See the full list, filter by size, metro and specialty, and access 52 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial planning recruiters 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 70 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 recruiters” 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 52 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 planning recruiters”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning recruiters are there based in Brazil?
RevenueBase identified 70 company matches for financial planning recruiters 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?
Aliá Investimentos tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial planning recruiters?
Sao Paulo leads with 21 company records, followed by Belo Horizonte (10) and Florianopolis (4).
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 52 professional contacts with verified work emails tracked across these 70 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.
Ready to reach these companies? Verified emails and direct dials for all 70 financial planning recruiters based in Brazil. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase 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.
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Company intelligence · public preview
Top 17 financial planning recruiters 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 70 matching company records for financial planning recruiters based in Brazil, with 392 tracked contacts and 52 verified work emails.
This public preview shows 17 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 17 financial planning recruiters 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 | Aliá Investimentosaliainvestimentos.com.br HQ: Goiania, BrazilReported employees: 11-50 | Goiania, Brazil | 11-50 | Exact match | 33 contacts → |
“Aliá, que em hebraico significa “Ascensão”, tendo como símbolo a fêmea do elefante, animal centenário, forte, que transcende gerações, no mercado financeiro representa clientes…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | 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. | |||||
| 4 | B2 Advisoryb2advisory.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 11 contacts → |
“A B2 Advisory nasceu com um propósito claro: viabilizar o sonho de nossos clientes, criando estratégias financeiras seguras, transparentes e eficazes para alcançar liberdade…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  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. | |||||
| 6 | Colorado Investimentoscoloradoinvestimentos.com HQ: Viçosa, BrazilReported employees: 1-10 | Viçosa, Brazil | 1-10 | Exact match | 8 contacts → |
“Somos especialistas em investimentos e planejamento financeiro, ajudando pessoas a transformar seu patrimônio em uma fonte de renda segura e consistente.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  M2wf Consultoria EM R&sm2wf.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 8 contacts → |
“Transformando empresas através dos melhores talentos!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Newco Groupnewcogroup.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 4 contacts → |
“Especializados em recrutamento e seleção de profissionais para o setor financeiro, com expertise em identificar e atrair talentos qualificados para atender às demandas específicas…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | 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. | |||||
| 10 | Braúna Planejamento Financeirobraunaplanejamento.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 4 contacts → |
“Fundada em 2015, a Braúna Investimentos surgiu do sonho de profissionais com extensa experiência no mercado financeiro, visando criar uma empresa com serviço diferenciado quanto à…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  3hg3hg.com.brHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 4 contacts → |
“A 3HG tem em seu DNA a independência, trazendo para seus clientes Planejamento Financeiro de qualidade com transparência e isento de qualquer conflito de interesse.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Prime Plannerprimeplanner.com.br HQ: São Caetano Do Sul, BrazilReported employees: 1-10 | São Caetano Do Sul, Brazil | 1-10 | Exact match | 3 contacts → |
“Somos especialistas em Planejamento Financeiro e Patrimonial.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Diamond Financialdiamondfinancial.com.brHQ: Belo Horizonte, BrazilReported employees: 1-10 | Belo Horizonte, Brazil | 1-10 | Exact match | 3 contacts → |
“A Diamond Financial é uma empresa multiespecialista em planejamento financeiro personalizado para pessoa, famílias e empresas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Tcruvinel Financial Advisorstcruvinel.com.brHQ: Belo Horizonte, BrazilReported employees: 1-10 | Belo Horizonte, Brazil | 1-10 | Exact match | 3 contacts → |
“Planejamento Financeiro Pessoal.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Expresso Planejamento Financeiroexpressoplanejamento.com.br HQ: Rio De Janeiro, BrazilReported employees: 1-10 | Rio De Janeiro, Brazil | 1-10 | Exact match | 1 contacts → |
“A Expresso Planejamento Financeiro assessora na seleção dos melhores investimentos financeiros e auxilia no planejamento sucessório e tributário, buscando sempre um atendimento…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Guilherme Baía Planejamento Financeiroguilhermebaia.com.br HQ: Sala 415, BrazilReported employees: 1-10 | Sala 415, Brazil | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | Edelina Investeedelinainveste.com.br HQ: Ananindeua, BrazilReported employees: 1-10 | Ananindeua, Brazil | 1-10 | Exact match | 1 contacts → |
“Especialidades:+ Planejamento Financeiro + Gastos Inteligentes + Viajar mais com menos + Investimentos + Renda Fixa + Renda Variável + Liberdade Financeira + Planejamento…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 17 of 70 company matches
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Financial planning recruiters: 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
70 records in the displayed employee bands.
0 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 70 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 planning recruiters?
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 recruiters did RevenueBase find based in Brazil?
The saved snapshot records 70 matching company records, 392 tracked contacts and 52 verified emails. The public preview displays 17 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.
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Cite this list
RevenueBase Data Team. Top 17 financial planning recruiters based in Brazil. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-planning-recruiters/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
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- Financial planning recruiters based in Calgary, Canada
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Company intelligence · public preview
Top 17 financial planning recruiters based in Brazil
RevenueBase records 70 matching company records for financial planning recruiters based in Brazil, with 392 tracked contacts and 52 verified work emails.
This public preview shows 17 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 17 financial planning recruiters 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 | Aliá Investimentosaliainvestimentos.com.br HQ: Goiania, BrazilReported employees: 11-50 | Goiania, Brazil | 11-50 | Exact match | 33 contacts → |
“Aliá, que em hebraico significa “Ascensão”, tendo como símbolo a fêmea do elefante, animal centenário, forte, que transcende gerações, no mercado financeiro representa clientes…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | 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. | |||||
| 4 | B2 Advisoryb2advisory.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 11 contacts → |
“A B2 Advisory nasceu com um propósito claro: viabilizar o sonho de nossos clientes, criando estratégias financeiras seguras, transparentes e eficazes para alcançar liberdade…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | 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. | |||||
| 6 | Colorado Investimentoscoloradoinvestimentos.com HQ: Viçosa, BrazilReported employees: 1-10 | Viçosa, Brazil | 1-10 | Exact match | 8 contacts → |
“Somos especialistas em investimentos e planejamento financeiro, ajudando pessoas a transformar seu patrimônio em uma fonte de renda segura e consistente.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | M2wf Consultoria EM R&sm2wf.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 8 contacts → |
“Transformando empresas através dos melhores talentos!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Newco Groupnewcogroup.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 4 contacts → |
“Especializados em recrutamento e seleção de profissionais para o setor financeiro, com expertise em identificar e atrair talentos qualificados para atender às demandas específicas…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | 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. | |||||
| 10 | Braúna Planejamento Financeirobraunaplanejamento.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 4 contacts → |
“Fundada em 2015, a Braúna Investimentos surgiu do sonho de profissionais com extensa experiência no mercado financeiro, visando criar uma empresa com serviço diferenciado quanto à…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 3hg3hg.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 4 contacts → |
“A 3HG tem em seu DNA a independência, trazendo para seus clientes Planejamento Financeiro de qualidade com transparência e isento de qualquer conflito de interesse.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Prime Plannerprimeplanner.com.br HQ: São Caetano Do Sul, BrazilReported employees: 1-10 | São Caetano Do Sul, Brazil | 1-10 | Exact match | 3 contacts → |
“Somos especialistas em Planejamento Financeiro e Patrimonial.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Diamond Financialdiamondfinancial.com.br HQ: Belo Horizonte, BrazilReported employees: 1-10 | Belo Horizonte, Brazil | 1-10 | Exact match | 3 contacts → |
“A Diamond Financial é uma empresa multiespecialista em planejamento financeiro personalizado para pessoa, famílias e empresas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Tcruvinel Financial Advisorstcruvinel.com.br HQ: Belo Horizonte, BrazilReported employees: 1-10 | Belo Horizonte, Brazil | 1-10 | Exact match | 3 contacts → |
“Planejamento Financeiro Pessoal.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Expresso Planejamento Financeiroexpressoplanejamento.com.br HQ: Rio De Janeiro, BrazilReported employees: 1-10 | Rio De Janeiro, Brazil | 1-10 | Exact match | 1 contacts → |
“A Expresso Planejamento Financeiro assessora na seleção dos melhores investimentos financeiros e auxilia no planejamento sucessório e tributário, buscando sempre um atendimento…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Guilherme Baía Planejamento Financeiroguilhermebaia.com.br HQ: Sala 415, BrazilReported employees: 1-10 | Sala 415, Brazil | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | Edelina Investeedelinainveste.com.br HQ: Ananindeua, BrazilReported employees: 1-10 | Ananindeua, Brazil | 1-10 | Exact match | 1 contacts → |
“Especialidades:+ Planejamento Financeiro + Gastos Inteligentes + Viajar mais com menos + Investimentos + Renda Fixa + Renda Variável + Liberdade Financeira + Planejamento…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 17 of 70 company matches
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Financial planning recruiters: 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
70 records in the displayed employee bands.
0 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 70 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 planning recruiters?
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 recruiters did RevenueBase find based in Brazil?
The saved snapshot records 70 matching company records, 392 tracked contacts and 52 verified emails. The public preview displays 17 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.
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Cite this list
RevenueBase Data Team. Top 17 financial planning recruiters based in Brazil. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-planning-recruiters/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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