Company lists · Data refreshed September 2026

Top 17 Financial planning recruiters based in Brazil

RevenueBase identified 70 financial planning recruiters headquartered in 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 financial planning recruiters headquartered in Brazil, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
70Companies
392Contacts tracked
52Verified emails
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The 17 largest financial planning recruiters based in Brazil

Ranked by team size
Top 17 of 70 financial planning recruiters based in Brazil, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning recruiters: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceGoiania, BrazilHQ checked Sep 20, 202611-5033 contacts →

Indirect evidence

“Aliá, que em hebraico significa “Ascensão”, tendo como símbolo a fêmea do elefante, animal centenário, forte, que transcende gerações, no mercado financeiro representa clientes…”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceSão Paulo, BrazilHQ checked Sep 20, 202611-5020 contacts →

Indirect evidence

“Somos orientados às necessidades de nossos clientes, embasados em valores e focados no futuro.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceSão Paulo, BrazilHQ checked Sep 20, 20261-1012 contacts →

Indirect evidence

“Somos uma empresa de consultoria financeira especializada em Planejamento Financeiro e Consultoria de Investimentos.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceSão Paulo, BrazilHQ checked Sep 20, 20261-1011 contacts →

Indirect evidence

“A B2 Advisory nasceu com um propósito claro: viabilizar o sonho de nossos clientes, criando estratégias financeiras seguras, transparentes e eficazes para alcançar liberdade…”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 20, 202611-509 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceViçosa, BrazilHQ checked Sep 20, 20261-108 contacts →

Indirect evidence

“Somos especialistas em investimentos e planejamento financeiro, ajudando pessoas a transformar seu patrimônio em uma fonte de renda segura e consistente.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceSao Paulo, BrazilHQ checked Sep 20, 202611-508 contacts →

Indirect evidence

“Transformando empresas através dos melhores talentos!”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceSão Paulo, BrazilHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Especializados em recrutamento e seleção de profissionais para o setor financeiro, com expertise em identificar e atrair talentos qualificados para atender às demandas específicas…”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceLondrina, BrazilHQ checked Sep 20, 202651-2004 contacts →

Indirect evidence

“Pensar no futuro.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceSao Paulo, BrazilHQ checked Sep 20, 202611-504 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceSão Paulo, BrazilHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceSão Caetano Do Sul, BrazilHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Somos especialistas em Planejamento Financeiro e Patrimonial.”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceBelo Horizonte, BrazilHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“A Diamond Financial é uma empresa multiespecialista em planejamento financeiro personalizado para pessoa, famílias e empresas.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Planejamento Financeiro Pessoal.”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“A Expresso Planejamento Financeiro assessora na seleção dos melhores investimentos financeiros e auxilia no planejamento sucessório e tributário, buscando sempre um atendimento…”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceSala 415, BrazilHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceAnanindeua, BrazilHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Especialidades:+ Planejamento Financeiro + Gastos Inteligentes + Viajar mais com menos + Investimentos + Renda Fixa + Renda Variável + Liberdade Financeira + Planejamento…”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 17 of 70 financial planning recruiters based in Brazil

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Financial planning recruiters based in Brazil at a glance

As of Sep 20, 2026
13.3%Verified-email coverage
5.6Average contacts per company
1-10Median size (employees)
30.0%Largest-city concentration · Sao Paulo
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
52
11-50
12
51-200
6

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial planning recruiters, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Brazil whose own description of what they do matches “financial planning recruiters”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial planning recruiters), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among financial planning recruiters, and records with no verified work email. Companies headquartered outside Brazil are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 52 across the full list. 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.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial planning recruiters, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many financial planning recruiters are there based in Brazil?

RevenueBase identified 70 financial planning recruiters headquartered in Brazil as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Aliá Investimentos, headquartered in Goiania, tops this list with the largest team on record.

Which city has the most financial planning recruiters?

Sao Paulo leads with 21 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 52 verified decision-maker contacts tracked across these 70 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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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 Smart Search, 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.