Company lists · Data refreshed September 2026

Top 25 Financial strategy consulting firms based in Brazil

Name: Financial strategy consulting firms based in Brazil
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 1,824 companies tracked

RevenueBase identified 1,824 financial strategy consulting firms headquartered in Brazil as of September 2026 and tracks 15,732 professional contacts across them, including 2,374 with verified work emails and 327 with mobile numbers. Sao Paulo is the largest hub.

This list covers financial strategy consulting firms 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 30, 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 30, 2026 86% judged on-target in blind review

1,824Companies

15,732Contacts tracked

2,374Verified emails

327Mobile numbers

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The 25 largest financial strategy consulting firms based in Brazil

Ranked by team size

Top 25 of 1,824 financial strategy consulting firms based in Brazil, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to financial strategy consulting firms: 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	Itau BBA	Partial evidence	São Paulo, BrazilHQ checked Sep 30, 2026	1,001-5,000	4,707 contacts →
	Partial evidence “Itaú BBA is Latin America's largest corporate investment bank and its part of the Itaú Unibanco group, one of the largest financial conglomerates in the world.” Source: RevenueBase Database · checked Sep 30, 2026
2	Blue3 Investimentos	Indirect evidence	Ribeirão Preto, BrazilHQ checked Sep 30, 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 30, 2026
3	Lifetime Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 30, 2026	201-500	267 contacts →
	Indirect evidence “A Lifetime Investimentos atua no mercado financeiro desde 2011.” Source: RevenueBase Database · checked Sep 30, 2026
4	Wiser BTG Pactual	Indirect evidence	Campinas, BrazilHQ checked Sep 30, 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 30, 2026
5	EWZ Capital	Indirect evidence	São Paulo, BrazilHQ checked Sep 30, 2026	51-200	167 contacts →
	Indirect evidence “A EWZ Capital é um dos maiores escritórios de assessoria de investimentos do país, atuando como assessoria de investimentos credenciada ao BTG Pactual, na qualidade de assessoria…” Source: RevenueBase Database · checked Sep 30, 2026
6	Heartman House Consultores	Strong evidence	São Paulo, BrazilHQ checked Sep 30, 2026	51-200	121 contacts →
	Strong evidence “Consulting Firm focuse on corporate restructuring, strategic planning and pos-merger integration.” Source: RevenueBase Database · checked Sep 30, 2026
7	Valorem Soluções Financeiras	Indirect evidence	Joinville, BrazilHQ checked Sep 30, 2026	51-200	120 contacts →
	Indirect evidence “A Valorem é uma empresa de soluções financeiras que atua há mais de 25 anos impulsionando negócios em todo o Brasil.” Source: RevenueBase Database · checked Sep 30, 2026
8	CEA Consultoria	Indirect evidence	São Paulo, BrazilHQ checked Sep 30, 2026	11-50	100 contacts →
	Indirect evidence “Empresa especializada em consultoria financeira estratégica.” Source: RevenueBase Database · checked Sep 30, 2026
9	MB Finance	Indirect evidence	Rio De Janeiro, BrazilHQ checked Sep 30, 2026	51-200	96 contacts →
	Indirect evidence “A MB Finance, fundada em 2010, é uma empresa especializada na assessoria, originação e estruturação de soluções de produtos e serviços financeiros customizados.” Source: RevenueBase Database · checked Sep 30, 2026
10	Quark Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 30, 2026	51-200	90 contacts →
	Indirect evidence “Quark Investimentos \| Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Source: RevenueBase Database · checked Sep 30, 2026
11	Escrilex	Indirect evidence	Curitiba, BrazilHQ checked Sep 30, 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 30, 2026
12	RP Capital Investimentos	Indirect evidence	Ribeirão Preto, BrazilHQ checked Sep 30, 2026	51-200	82 contacts →
	Indirect evidence “A RP Capital AAI é uma empresa de assessoria em investimentos credenciada a XP Investimentos, que atende clientes de qualquer parte do mundo.” Source: RevenueBase Database · checked Sep 30, 2026
13	LECCA	Indirect evidence	São Paulo, BrazilHQ checked Sep 30, 2026	51-200	79 contacts →
	Indirect evidence “A LECCA é uma tradicional instituição financeira carioca, com quase 40 anos de atuação, que construiu uma sólida reputação no mercado.” Source: RevenueBase Database · checked Sep 30, 2026
14	Kaza Capital	Indirect evidence	Anápolis, BrazilHQ checked Sep 30, 2026	51-200	77 contacts →
	Indirect evidence “Na Kaza Capital, transformamos estratégia em resultados.” Source: RevenueBase Database · checked Sep 30, 2026
15	Grupo Tiex	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 30, 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 30, 2026
16	GB Investimentos	Indirect evidence	Bagé, BrazilHQ checked Sep 30, 2026	11-50	71 contacts →
	Indirect evidence “A GB Investimentos é um escritório credenciado à XP Investimentos desde 2008.” Source: RevenueBase Database · checked Sep 30, 2026
17	Finance	Indirect evidence	Fortaleza, BrazilHQ checked Sep 30, 2026	51-200	67 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 30, 2026
18	Sacre Investimentos	Indirect evidence	Maringá, BrazilHQ checked Sep 30, 2026	11-50	67 contacts →
	Indirect evidence “A Sacre é um escritório de assessoria contratado BTG Pactual, com sede em Maringá (PR) e assessores nas regiões de Cianorte (PR), Macaé (RJ), Rio de Janeiro (RJ), Brasília (DF).” Source: RevenueBase Database · checked Sep 30, 2026
19	Starboard Partners	Indirect evidence	São Paulo, BrazilHQ checked Sep 30, 2026	11-50	62 contacts →
	Indirect evidence “A Starboard Partners é uma companhia referência em (i) Gestão de Recursos, por meio de investimentos em situações especiais (Starboard Asset); e (ii) Assessoria Financeira…” Source: RevenueBase Database · checked Sep 30, 2026
20	Conpos Contabilidade DE Posição	Indirect evidence	Guarulhos, BrazilHQ checked Sep 30, 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 30, 2026
21	Real Invest	Indirect evidence	Aracaju, BrazilHQ checked Sep 30, 2026	11-50	54 contacts →
	Indirect evidence “A nossa história começa em 2008.” Source: RevenueBase Database · checked Sep 30, 2026
22	Crescento Consultoria Financeira	Indirect evidence	Juiz De Fora, BrazilHQ checked Sep 30, 2026	11-50	48 contacts →
	Indirect evidence “Decisões financeiras precisam de segurança e previsibilidade.” Source: RevenueBase Database · checked Sep 30, 2026
23	Ihub Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 30, 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 30, 2026
24	Imeri Capital	Partial evidence	Belo Horizonte, BrazilHQ checked Sep 30, 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 30, 2026
25	Grupo Fractal	Indirect evidence	Divinópolis, BrazilHQ checked Sep 30, 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 30, 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 strategy consulting firms. 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 strategy consulting firms.
Partial evidence: Its own public description names part of financial strategy consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial strategy consulting firms. 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 1,824 financial strategy consulting firms based in Brazil

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Financial strategy consulting firms based in Brazil at a glance

As of Sep 30, 2026

15.1%Verified-email coverage

2.1%Mobile-number coverage

8.6Average contacts per company

1-10Median size (employees)

34.0%Largest-city concentration · Sao Paulo

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

1,318

11-50

404

51-200

201-500

501-1,000

1,001-5,000

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 32.0d

7440–30

1,53031–60

9261–90

090–180

8180+

Company record updated

Median 81.0d

00–30

64731–60

8,41461–90

5,64190–180

1,030180+

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 strategy consulting firms, 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 strategy consulting firms”. 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 strategy consulting firms), 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 strategy consulting firms, 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, 2,374 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 30, 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 strategy consulting firms by metro

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 strategy consulting firms, 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 strategy consulting firms are there based in Brazil?

RevenueBase identified 1,824 financial strategy consulting firms 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?

Itau BBA, headquartered in Sao Paulo, tops this list with the largest team on record.

Which city has the most financial strategy consulting firms?

Sao Paulo leads with 621 headquartered companies, followed by Rio De Janeiro (103) and Belo Horizonte (72).

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 2,374 verified decision-maker contacts tracked across these 1,824 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 30, 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.