Company lists · Data refreshed September 2026
Top 25 Financial services CRM companies based in Brazil
RevenueBase identified 96 company matches for financial services CRM companies associated with Brazil as of September 2026 and tracks 2,150 professional contacts across them, including 241 with verified work emails. Sao Paulo is the largest hub.
This list covers company matches for financial services CRM 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 services CRM companies based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,158 contacts → | ||||
Exact match “A Uranet é uma referência no mercado em soluções de relacionamento com o cliente e em projetos que visam vendas de produtos e/ou serviços.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 189 contacts → | ||||
Exact match “Somos o CV CRM, o único CRM 5.0 do mercado imobiliário que atua em toda a jornada do cliente.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 181 contacts → | ||||
Exact match “Com uma veia empreendedora e um histórico no mercado acionário brasileiro oriunda desde 1989, a Criteria foi fundada em 2014 buscando aprimorar o serviço de rentabilização e…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 82 contacts → | ||||
Exact match “O CRMALL possibilita a criação, gerenciamento e segmentação de bases de clientes.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 65 contacts → | ||||
Exact match “NectarCRM is an innovative company of SaaS, developer of NectarCRM, a solution for customer relationship, focused on the management and acceleration of sales.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 38 contacts → | ||||
Exact match “A Bull Investimentos é um escritório credenciado à XP Investimentos e referência no mercado financeiro brasileiro.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 26 contacts → | ||||
Exact match “Cada vez mais, as empresas acumulam dados e precisam gerar leads.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 25 contacts → | ||||
Exact match “A Smark é uma empresa focada em ajudar seus clientes a alcançarem o sucesso em suas estratégias de venda e relacionamento com o mercado.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 19 contacts → | ||||
Exact match “Oferecemos serviços completos em investimentos, seguros, soluções corporativas e planejamento patrimonial com benefícios do curto ao longo prazo.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 16 contacts → | ||||
Exact match “Relacionar-se com o cliente de forma personalizada.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 15 contacts → | ||||
Exact match “Unimos o Marketing de relacionamento, o atendimento ao cliente e suas informações em um único lugar.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 13 contacts → | ||||
Exact match “A Caper Brasil é uma organização especializada em gestão de clientes, também conhecida como Customer Relationship Management (CRM).” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 10 contacts → | ||||
Exact match “O AgroBrasil Crm surge para atender a necessidade de alguns ramos de negócio de possuir ferramentas de relacionamento, administração, acompanhamento, prospecção e controle de…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 7 contacts → | ||||
Exact match “Soluções Empresariais com Alta Tecnologia Quer vender mais na sua empresa?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “A Merso acredita que relacionamento é a chave para se destacar e conquistar o cliente em um mundo competitivo pela atenção das pessoas.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 6 contacts → | ||||
Exact match “With 26 years of experience and a user base of Nuxen provides proprietary SFA, CRM, and BPM solutions for the pharmaceutical, financial, and retail sectors across 18 countries…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “A Van Rooy é uma empresa especializada a 25 anos em fornecimento de sistema de CRM, relacionamento com o cliente, e telemarketing.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “CRM, Vendas e NF-s, Finanças, Painel do Contador, Estoque e Produção, Serviços e NF-s, Internet Banking, PDV.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Relacionamento é chave para concretização de negócios envolvem dinheiro e dependem da confiança, o segmento financeiro possui uma grande lacuna em gestão de relacionamento com…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “Nosso Propósito: Ajudar as pessoas a conquistarem seus sonhos e construírem um futuro melhor.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Consultoria Financeira” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “O Sistema Leady é um CRM especializado em Agências de Viagens.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “a youRaise CRM ajuda empresas a organizarem seu processos de relacionamento com os clientes, serviços e de projetos, integrando-os com Sistemas de Informação, automações com IA e…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Atualmente é indispensável o emprego de softwares para administrar cliente, vendas, finanças, estoques, fornecedres, parceiros, etc.” 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 services CRM 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 96 financial services CRM companies based in Brazil
See the full list, filter by size, metro and specialty, and access 241 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services CRM 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 96 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 services CRM 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 241 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.
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 services CRM companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services CRM companies are there based in Brazil?
RevenueBase identified 96 company matches for financial services CRM 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?
Uranet Projetos E Sistemas tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial services CRM companies?
Sao Paulo leads with 36 company records, followed by Belo Horizonte (5) and Curitiba (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 241 professional contacts with verified work emails tracked across these 96 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 96 financial services CRM companies based in Brazil. Start with a free account, no credit card.
Download this list →Related lists
Financial services CRM companies by geography
- Financial services CRM companies based in Mumbai, India
- Financial services CRM companies based in London, United Kingdom
- Financial services CRM companies based in New York, United States
- Financial services CRM companies based in Australia
- Financial services CRM companies based in Canada
- Financial services CRM companies based in France
- Financial services CRM companies based in Germany
- Financial services CRM companies based in India
- Financial services CRM companies based in the Netherlands
- Financial services CRM companies based in South Africa
- Financial services CRM companies based in Switzerland
- Financial services CRM companies based in the United Kingdom
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 services CRM companies based in Mumbai, India
- Financial services CRM companies based in London, United Kingdom
- Financial services CRM companies based in New York, United States
- Financial services CRM companies based in Australia
- Financial services CRM companies based in Canada
- Financial services CRM companies based in France
Company intelligence · public preview
Top 25 financial services CRM 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 96 matching company records for financial services CRM companies based in Brazil, with 2,150 tracked contacts and 241 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 services CRM 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 |  Uranet Projetos E Sistemasuranet.com.brHQ: Sao Paulo, BrazilReported employees: 5,001-10,000 | Sao Paulo, Brazil | 5,001-10,000 | Exact match | 1,158 contacts → |
“A Uranet é uma referência no mercado em soluções de relacionamento com o cliente e em projetos que visam vendas de produtos e/ou serviços.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  CV CRMcvcrm.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 189 contacts → |
“Somos o CV CRM, o único CRM 5.0 do mercado imobiliário que atua em toda a jornada do cliente.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Criteria Financial Groupcriteriafg.com.brHQ: São Paulo, BrazilReported employees: 201-500 | São Paulo, Brazil | 201-500 | Exact match | 181 contacts → |
“Com uma veia empreendedora e um histórico no mercado acionário brasileiro oriunda desde 1989, a Criteria foi fundada em 2014 buscando aprimorar o serviço de rentabilização e…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Crmall & Prizorcrmall.comHQ: Maringá, BrazilReported employees: 51-200 | Maringá, Brazil | 51-200 | Exact match | 82 contacts → |
“O CRMALL possibilita a criação, gerenciamento e segmentação de bases de clientes.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Nectarnectarcrm.com.brHQ: Goiânia, BrazilReported employees: 51-200 | Goiânia, Brazil | 51-200 | Exact match | 65 contacts → |
“NectarCRM is an innovative company of SaaS, developer of NectarCRM, a solution for customer relationship, focused on the management and acceleration of sales.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Bull Investimentosinvistabull.com.br HQ: Itajai, BrazilReported employees: 51-200 | Itajai, Brazil | 51-200 | Exact match | 38 contacts → |
“A Bull Investimentos é um escritório credenciado à XP Investimentos e referência no mercado financeiro brasileiro.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  BLUEZbluez.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 26 contacts → |
“Cada vez mais, as empresas acumulam dados e precisam gerar leads.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Smark CRMsmark.com.brHQ: Porto Alegre, BrazilReported employees: 11-50 | Porto Alegre, Brazil | 11-50 | Exact match | 25 contacts → |
“A Smark é uma empresa focada em ajudar seus clientes a alcançarem o sucesso em suas estratégias de venda e relacionamento com o mercado.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Libra Capitallibracapital.com.brHQ: Curitiba, BrazilReported employees: 11-50 | Curitiba, Brazil | 11-50 | Exact match | 19 contacts → |
“Oferecemos serviços completos em investimentos, seguros, soluções corporativas e planejamento patrimonial com benefícios do curto ao longo prazo.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Skti Soluções EM TIskti.com.brHQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 16 contacts → |
“Relacionar-se com o cliente de forma personalizada.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 15 contacts → |
“Unimos o Marketing de relacionamento, o atendimento ao cliente e suas informações em um único lugar.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  caperbrasil.com.brcaperbrasil.com.brHQ: Vitória, BrazilReported employees: 51-200 | Vitória, Brazil | 51-200 | Exact match | 13 contacts → |
“A Caper Brasil é uma organização especializada em gestão de clientes, também conhecida como Customer Relationship Management (CRM).” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Agrobrasil CRMcloudcrm.techHQ: Foz Do Iguaçu, BrazilReported employees: 11-50 | Foz Do Iguaçu, Brazil | 11-50 | Exact match | 10 contacts → |
“O AgroBrasil Crm surge para atender a necessidade de alguns ramos de negócio de possuir ferramentas de relacionamento, administração, acompanhamento, prospecção e controle de…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Davos Techdavos.techHQ: Aracaju, BrazilReported employees: 11-50 | Aracaju, Brazil | 11-50 | Exact match | 7 contacts → |
“Soluções Empresariais com Alta Tecnologia Quer vender mais na sua empresa?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Merso Soluções Integradas Para Negóciosmerso.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 6 contacts → |
“A Merso acredita que relacionamento é a chave para se destacar e conquistar o cliente em um mundo competitivo pela atenção das pessoas.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  NUXENnuxen.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 6 contacts → |
“With 26 years of experience and a user base of Nuxen provides proprietary SFA, CRM, and BPM solutions for the pharmaceutical, financial, and retail sectors across 18 countries…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  LH VAN Rooy Informática Ltdavanrooy.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 3 contacts → |
“A Van Rooy é uma empresa especializada a 25 anos em fornecimento de sistema de CRM, relacionamento com o cliente, e telemarketing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Izidev Desenvolvimento DE Sistemasizidev.com.brHQ: Paranavaí, BrazilReported employees: 1-10 | Paranavaí, Brazil | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 |  OMIEomie.com.brHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 3 contacts → |
“CRM, Vendas e NF-s, Finanças, Painel do Contador, Estoque e Produção, Serviços e NF-s, Internet Banking, PDV.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Iris Digital Wealthexclusivecrm.comHQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 1 contacts → |
“Relacionamento é chave para concretização de negócios envolvem dinheiro e dependem da confiança, o segmento financeiro possui uma grande lacuna em gestão de relacionamento com…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Ávrio Finançasavriofinancas.com.brHQ: Belo Horizonte, BrazilReported employees: 1-10 | Belo Horizonte, Brazil | 1-10 | Exact match | 1 contacts → |
“Nosso Propósito: Ajudar as pessoas a conquistarem seus sonhos e construírem um futuro melhor.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Luni Capitallunicapital.com.brHQ: Belo Horizonte, BrazilReported employees: 1-10 | Belo Horizonte, Brazil | 1-10 | Exact match | 1 contacts → |
“Consultoria Financeira” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Sistema Leadyleady.com.brHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 1 contacts → |
“O Sistema Leady é um CRM especializado em Agências de Viagens.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Youraise CRMyouraisecrm.comHQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 1 contacts → |
“a youRaise CRM ajuda empresas a organizarem seu processos de relacionamento com os clientes, serviços e de projetos, integrando-os com Sistemas de Informação, automações com IA e…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  CSS Tecnologiacsstecnologia.com.brHQ: Bauru, BrazilReported employees: 1-10 | Bauru, Brazil | 1-10 | Exact match | 1 contacts → |
“Atualmente é indispensável o emprego de softwares para administrar cliente, vendas, finanças, estoques, fornecedres, parceiros, etc.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 96 company matches
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Financial services CRM 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
96 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 96 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 ↗
Questions about this company list
What does Exact match mean for financial services CRM 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 services CRM companies did RevenueBase find based in Brazil?
The saved snapshot records 96 matching company records, 2,150 tracked contacts and 241 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 services CRM companies by geography
- Financial services CRM companies based in Mumbai, India
- Financial services CRM companies based in London, United Kingdom
- Financial services CRM companies based in New York, United States
- Financial services CRM companies based in Australia
- Financial services CRM companies based in Canada
- Financial services CRM companies based in France
- Financial services CRM companies based in Germany
- Financial services CRM companies based in India
- Financial services CRM companies based in the Netherlands
- Financial services CRM companies based in South Africa
- Financial services CRM companies based in Switzerland
- Financial services CRM companies based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 financial services CRM companies based in Brazil. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-services-crm-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 services CRM companies based in Mumbai, India
- Financial services CRM companies based in London, United Kingdom
- Financial services CRM companies based in New York, United States
- Financial services CRM companies based in Australia
- Financial services CRM companies based in Canada
- Financial services CRM companies based in France
Company intelligence · public preview
Top 25 financial services CRM companies based in Brazil
RevenueBase records 96 matching company records for financial services CRM companies based in Brazil, with 2,150 tracked contacts and 241 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 services CRM 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 | Uranet Projetos E Sistemasuranet.com.br HQ: Sao Paulo, BrazilReported employees: 5,001-10,000 | Sao Paulo, Brazil | 5,001-10,000 | Exact match | 1,158 contacts → |
“A Uranet é uma referência no mercado em soluções de relacionamento com o cliente e em projetos que visam vendas de produtos e/ou serviços.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | CV CRMcvcrm.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 189 contacts → |
“Somos o CV CRM, o único CRM 5.0 do mercado imobiliário que atua em toda a jornada do cliente.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Criteria Financial Groupcriteriafg.com.br HQ: São Paulo, BrazilReported employees: 201-500 | São Paulo, Brazil | 201-500 | Exact match | 181 contacts → |
“Com uma veia empreendedora e um histórico no mercado acionário brasileiro oriunda desde 1989, a Criteria foi fundada em 2014 buscando aprimorar o serviço de rentabilização e…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Crmall & Prizorcrmall.com HQ: Maringá, BrazilReported employees: 51-200 | Maringá, Brazil | 51-200 | Exact match | 82 contacts → |
“O CRMALL possibilita a criação, gerenciamento e segmentação de bases de clientes.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Nectarnectarcrm.com.br HQ: Goiânia, BrazilReported employees: 51-200 | Goiânia, Brazil | 51-200 | Exact match | 65 contacts → |
“NectarCRM is an innovative company of SaaS, developer of NectarCRM, a solution for customer relationship, focused on the management and acceleration of sales.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Bull Investimentosinvistabull.com.br HQ: Itajai, BrazilReported employees: 51-200 | Itajai, Brazil | 51-200 | Exact match | 38 contacts → |
“A Bull Investimentos é um escritório credenciado à XP Investimentos e referência no mercado financeiro brasileiro.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | BLUEZbluez.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 26 contacts → |
“Cada vez mais, as empresas acumulam dados e precisam gerar leads.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Smark CRMsmark.com.br HQ: Porto Alegre, BrazilReported employees: 11-50 | Porto Alegre, Brazil | 11-50 | Exact match | 25 contacts → |
“A Smark é uma empresa focada em ajudar seus clientes a alcançarem o sucesso em suas estratégias de venda e relacionamento com o mercado.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Libra Capitallibracapital.com.br HQ: Curitiba, BrazilReported employees: 11-50 | Curitiba, Brazil | 11-50 | Exact match | 19 contacts → |
“Oferecemos serviços completos em investimentos, seguros, soluções corporativas e planejamento patrimonial com benefícios do curto ao longo prazo.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Skti Soluções EM TIskti.com.br HQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 16 contacts → |
“Relacionar-se com o cliente de forma personalizada.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 15 contacts → |
“Unimos o Marketing de relacionamento, o atendimento ao cliente e suas informações em um único lugar.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | caperbrasil.com.brcaperbrasil.com.br HQ: Vitória, BrazilReported employees: 51-200 | Vitória, Brazil | 51-200 | Exact match | 13 contacts → |
“A Caper Brasil é uma organização especializada em gestão de clientes, também conhecida como Customer Relationship Management (CRM).” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Agrobrasil CRMcloudcrm.tech HQ: Foz Do Iguaçu, BrazilReported employees: 11-50 | Foz Do Iguaçu, Brazil | 11-50 | Exact match | 10 contacts → |
“O AgroBrasil Crm surge para atender a necessidade de alguns ramos de negócio de possuir ferramentas de relacionamento, administração, acompanhamento, prospecção e controle de…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Davos Techdavos.tech HQ: Aracaju, BrazilReported employees: 11-50 | Aracaju, Brazil | 11-50 | Exact match | 7 contacts → |
“Soluções Empresariais com Alta Tecnologia Quer vender mais na sua empresa?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Merso Soluções Integradas Para Negóciosmerso.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 6 contacts → |
“A Merso acredita que relacionamento é a chave para se destacar e conquistar o cliente em um mundo competitivo pela atenção das pessoas.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | NUXENnuxen.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 6 contacts → |
“With 26 years of experience and a user base of Nuxen provides proprietary SFA, CRM, and BPM solutions for the pharmaceutical, financial, and retail sectors across 18 countries…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | LH VAN Rooy Informática Ltdavanrooy.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 3 contacts → |
“A Van Rooy é uma empresa especializada a 25 anos em fornecimento de sistema de CRM, relacionamento com o cliente, e telemarketing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Izidev Desenvolvimento DE Sistemasizidev.com.br HQ: Paranavaí, BrazilReported employees: 1-10 | Paranavaí, Brazil | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 | OMIEomie.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 3 contacts → |
“CRM, Vendas e NF-s, Finanças, Painel do Contador, Estoque e Produção, Serviços e NF-s, Internet Banking, PDV.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Iris Digital Wealthexclusivecrm.com HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 1 contacts → |
“Relacionamento é chave para concretização de negócios envolvem dinheiro e dependem da confiança, o segmento financeiro possui uma grande lacuna em gestão de relacionamento com…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Ávrio Finançasavriofinancas.com.br HQ: Belo Horizonte, BrazilReported employees: 1-10 | Belo Horizonte, Brazil | 1-10 | Exact match | 1 contacts → |
“Nosso Propósito: Ajudar as pessoas a conquistarem seus sonhos e construírem um futuro melhor.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Luni Capitallunicapital.com.br HQ: Belo Horizonte, BrazilReported employees: 1-10 | Belo Horizonte, Brazil | 1-10 | Exact match | 1 contacts → |
“Consultoria Financeira” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Sistema Leadyleady.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 1 contacts → |
“O Sistema Leady é um CRM especializado em Agências de Viagens.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Youraise CRMyouraisecrm.com HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 1 contacts → |
“a youRaise CRM ajuda empresas a organizarem seu processos de relacionamento com os clientes, serviços e de projetos, integrando-os com Sistemas de Informação, automações com IA e…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | CSS Tecnologiacsstecnologia.com.br HQ: Bauru, BrazilReported employees: 1-10 | Bauru, Brazil | 1-10 | Exact match | 1 contacts → |
“Atualmente é indispensável o emprego de softwares para administrar cliente, vendas, finanças, estoques, fornecedres, parceiros, etc.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 96 company matches
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Financial services CRM 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
96 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 96 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 ↗
Questions about this company list
What does Exact match mean for financial services CRM 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 services CRM companies did RevenueBase find based in Brazil?
The saved snapshot records 96 matching company records, 2,150 tracked contacts and 241 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 services CRM companies by geography
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Cite this list
RevenueBase Data Team. Top 25 financial services CRM companies based in Brazil. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-services-crm-companies/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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