Company lists · Data refreshed September 2026

Top 25 Financial services consultants based in Brazil

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 1,566 companies tracked

RevenueBase identified 1,566 financial services consultants headquartered in Brazil as of September 2026 and tracks 9,177 professional contacts across them, including 1,666 with verified work emails. Sao Paulo is the largest hub.

This list covers financial services consultants 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 16, 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 16, 2026 86% judged on-target in blind review

1,566Companies

9,177Contacts tracked

1,666Verified emails

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The 25 largest financial services consultants based in Brazil

Ranked by team size

Top 25 of 1,566 financial services consultants based in Brazil, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to financial services consultants: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Blue3 Investimentos	Indirect evidence	Ribeirão Preto, BrazilHQ checked Sep 16, 2026	501-1,000	591 contacts →
	Indirect evidence “Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Source: RevenueBase Database · checked Sep 16, 2026
2	Portfel Consultoria Financeira	Indirect evidence	Barueri, BrazilHQ checked Sep 16, 2026	201-500	581 contacts →
	Indirect evidence “A Portfel atua como consultoria financeira com consultores registrados na CVM, impedindo que haja conflito de interesses na prestação de serviços.” Source: RevenueBase Database · checked Sep 16, 2026
3	Wiser BTG Pactual	Indirect evidence	Campinas, BrazilHQ checked Sep 16, 2026	201-500	265 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
4	Guide Investimentos	Indirect evidence	São Paulo, BrazilHQ checked Sep 16, 2026	201-500	157 contacts →
	Indirect evidence “Escolher um bom caminho é tão importante quanto saber aonde se quer chegar.” Source: RevenueBase Database · checked Sep 16, 2026
5	Heartman House Consultores	Indirect evidence	São Paulo, BrazilHQ checked Sep 16, 2026	51-200	121 contacts →
	Indirect evidence “Consulting Firm focuse on corporate restructuring, strategic planning and pos-merger integration.” Source: RevenueBase Database · checked Sep 16, 2026
6	CEA Consultoria	Indirect evidence	São Paulo, BrazilHQ checked Sep 16, 2026	11-50	100 contacts →
	Indirect evidence “Empresa especializada em consultoria financeira estratégica.” Source: RevenueBase Database · checked Sep 16, 2026
7	Escrilex	Indirect evidence	Curitiba, BrazilHQ checked Sep 16, 2026	51-200	87 contacts →
	Indirect evidence “Acreditamos que somente ajudando nossos clientes a alcançarem o sucesso, é que teremos o nosso.” Source: RevenueBase Database · checked Sep 16, 2026
8	Kaza Capital	Indirect evidence	Anápolis, BrazilHQ checked Sep 16, 2026	51-200	77 contacts →
	Indirect evidence “Na Kaza Capital, transformamos estratégia em resultados.” Source: RevenueBase Database · checked Sep 16, 2026
9	Grupo Tiex	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 16, 2026	51-200	74 contacts →
	Indirect evidence “O Grupo TIEX tem como objetivo assessorar na gestão financeira e corporativa de seus clientes dos mais diversos setores, gerando rentabilidade e agregando valor ao negócio.” Source: RevenueBase Database · checked Sep 16, 2026
10	Nord Wealth	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 16, 2026	11-50	64 contacts →
	Indirect evidence “A Nord Wealth nasceu da nossa vontade de atender os clientes da mesma forma que gostaríamos de ser atendidos: profissionais certificados, atendimento próximo e interesses…” Source: RevenueBase Database · checked Sep 16, 2026
11	Petrópolis Invest	Indirect evidence	Petrópolis, BrazilHQ checked Sep 16, 2026	51-200	61 contacts →
	Indirect evidence “Nascemos em Petrópolis há 10 anos com uma convicção simples: assessoria de investimentos de verdade exige presença, não apenas plataforma.” Source: RevenueBase Database · checked Sep 16, 2026
12	Contabs Assessoria Empresarial	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 16, 2026	51-200	61 contacts →
	Indirect evidence “A Contabs Assessoria nasceu com o propósito de oferecer muito mais do que serviços contábeis: entregamos parceria, confiança e suporte estratégico para empresas que desejam…” Source: RevenueBase Database · checked Sep 16, 2026
13	A.W.A Capital	Indirect evidence	São Luís, BrazilHQ checked Sep 16, 2026	51-200	61 contacts →
	Indirect evidence “Somos uma assessoria de investimentos do segmento de alta renda credenciada à XP Investimentos, a maior Corretora de Valores da América Latina.” Source: RevenueBase Database · checked Sep 16, 2026
14	Conpos Contabilidade DE Posição	Indirect evidence	Guarulhos, BrazilHQ checked Sep 16, 2026	51-200	58 contacts →
	Indirect evidence “Nosso propósito é ajudar nossos clientes a desenvolverem estratégias mais inteligentes, focarem em seus negócios enquanto cuidamos de toda a burocracia das suas empresas.” Source: RevenueBase Database · checked Sep 16, 2026
15	Mirador	Indirect evidence	Porto Alegre, BrazilHQ checked Sep 16, 2026	11-50	55 contacts →
	Indirect evidence “A Mirador é uma empresa de consultoria que desde 2002 presta serviços profissionais nas áreas de aposentadoria, saúde, seguros e benefícios a empregados, sendo a única empresa do…” Source: RevenueBase Database · checked Sep 16, 2026
16	Lotus Capital	Indirect evidence	Belo Horizonte, BrazilHQ checked Sep 16, 2026	11-50	55 contacts →
	Indirect evidence “Assessoria Private BTG Pactual.” Source: RevenueBase Database · checked Sep 16, 2026
17	Real Invest	Indirect evidence	Aracaju, BrazilHQ checked Sep 16, 2026	11-50	54 contacts →
	Indirect evidence “A nossa história começa em 2008.” Source: RevenueBase Database · checked Sep 16, 2026
18	Crescento Consultoria Financeira	Indirect evidence	Juiz De Fora, BrazilHQ checked Sep 16, 2026	11-50	48 contacts →
	Indirect evidence “Decisões financeiras precisam de segurança e previsibilidade.” Source: RevenueBase Database · checked Sep 16, 2026
19	Ihub Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 16, 2026	51-200	48 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
20	Imeri Capital	Partial evidence	Belo Horizonte, BrazilHQ checked Sep 16, 2026	11-50	46 contacts →
	Partial evidence “Imeri was born to be a financial advisory firm that is guided not only by numbers and data.” Source: RevenueBase Database · checked Sep 16, 2026
21	Grupo Fractal	Indirect evidence	Divinópolis, BrazilHQ checked Sep 16, 2026	51-200	46 contacts →
	Indirect evidence “O Grupo Fractal é um hub de soluções financeiras para você e o seu negócio.” Source: RevenueBase Database · checked Sep 16, 2026
22	Besten Consultoria	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 16, 2026	11-50	45 contacts →
	Indirect evidence “Consultoria Empresarial” Source: RevenueBase Database · checked Sep 16, 2026
23	CEI	Indirect evidence	Manaus, BrazilHQ checked Sep 16, 2026	11-50	42 contacts →
	Indirect evidence “A CEI – Consultoria Empresarial Independente é uma empresa composta de profissionais experientes que atuam no mercado de assessoria empresarial há mais de 10 anos.” Source: RevenueBase Database · checked Sep 16, 2026
24	Rv4 Investimentos	Indirect evidence	São Paulo, BrazilHQ checked Sep 16, 2026	11-50	41 contacts →
	Indirect evidence “Na RV4 Investimentos, transformamos conhecimento técnico em resultados financeiros sólidos.” Source: RevenueBase Database · checked Sep 16, 2026
25	BIG Invest	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 16, 2026	51-200	41 contacts →
	Indirect evidence “Na Big Invest, ajudamos você a alcançar as conquistas que deseja, agora e no futuro.” Source: RevenueBase Database · checked Sep 16, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial services consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial services consultants.
Partial evidence: Its own public description names part of financial services consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 1,566 financial services consultants based in Brazil

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Financial services consultants based in Brazil at a glance

As of Sep 16, 2026

18.2%Verified-email coverage

5.9Average contacts per company

1-10Median size (employees)

27.1%Largest-city concentration · Sao Paulo

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

1,188

11-50

303

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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 1,566 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 services consultants, 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 services consultants”. 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 services consultants), 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 services consultants, 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, 1,666 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 16, 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.

Financial services consultants by metro

Financial services consultants in Sao Paulo424
Financial services consultants in Rio De Janeiro108
Financial services consultants in Belo Horizonte69
Financial services consultants in Curitiba57
Financial services consultants in Porto Alegre49
Financial services consultants in Brasilia42
Financial services consultants in Campinas36
Financial services consultants in Goiania33

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 services consultants, 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 services consultants are there based in Brazil?

RevenueBase identified 1,566 financial services consultants 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?

Blue3 Investimentos, headquartered in Ribeirao Preto, tops this list with the largest team on record.

Which city has the most financial services consultants?

Sao Paulo leads with 424 headquartered companies, followed by Rio De Janeiro (108) and Belo Horizonte (69).

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 1,666 verified decision-maker contacts tracked across these 1,566 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 16, 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.