Company lists · Data refreshed November 2026
Top 25 Financial wellness advisors based in Brazil
RevenueBase identified 235 company matches for financial wellness advisors associated with Brazil as of November 2026 and tracks 1,368 professional contacts across them, including 269 with verified work emails. Sao Paulo is the largest hub.
This list covers company matches for financial wellness advisors 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 November 6, 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 wellness advisors based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 282 contacts → | ||||
Exact match “Somos mais do que uma empresa de investimentos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 46 contacts → | ||||
Exact match “A Serafin nasce com um propósito: acreditamos que é possível impactar positivamente a vida das pessoas levando clareza e guiando decisões para que todos possam alcançar seu…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 35 contacts → | ||||
Exact match “Allya is a complete financial wellness platform.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 27 contacts → | ||||
Exact match “A Flap Capital nasce com o objetivo de auxiliar pessoas em manter a estabilidade e crescimento na sua vida patrimonial.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 13 contacts → | ||||
Exact match “A Rumo Investimentos, parte do Grupo Rumo, oferece assessoria financeira completa na tomada de decisões financeiras para quem busca uma vida melhor.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 10 contacts → | ||||
Exact match “Não importa em que fase da vida você está, nossos profissionais estão preparados para entregar um serviço de Planejamento Financeiro de alto padrão para assegurar que você estará…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 8 contacts → | ||||
Exact match “A PlanejaDin é uma empresa de educação financeira que nasceu de uma experiência pessoal e que tem como propósito transformar vidas através da educação financeira.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 8 contacts → | ||||
Exact match “Fundada em São Paulo, a Blue Finance é uma empresa de planejamento financeiro e gestão financeira pessoal focada no oferecimento de um serviço personalizado e de excelência, tendo…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 7 contacts → | ||||
Exact match “O Serviço de Orientação Financeira (SOF) é um projeto de extensão da Faculdade de Economia, Administração e Contabilidade da Universidade de São Paulo (FEA-USP) para auxiliar a…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 7 contacts → | ||||
Exact match “Somos uma empresa de consultoria com quase 20 anos de experiência no atendimento a clientes e um método próprio de trabalho que nos permite ajudar as pessoas a terem bem-estar…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “A Libratta é uma consultoria especializada em finanças pessoais, com foco na organização financeira de famílias e indivíduos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “Acreditamos no potencial das pessoas.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “Oferecemos o portfólio de serviços financeiros e estratégico mais completo do mercado.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “Em bem-estar financeiro, 87% das pessoas querem ajuda pessoal e desejam aprender através de cursos on-line.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “A IAGF - Inovações em Administração, Gestão e Finanças é uma empresa especializada em apresentar soluções inovadoras em Gestão Financeira e de Negócios tanto à organizações…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “Sou Viviane Ferreira, fundadora do Vivi Finanças, engenheira química especializada em finanças pessoais, com certificação internacional de planejadora financeira pessoal pela…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “Somos uma organização que acredita no poder dos sonhos financeiros e estamos empenhados em ajudar nossos clientes e parceiros a alcançar a estabilidade e o sucesso em sua vida…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “PALESTRAS | CONSULTORIAS | CURSOS | MENTORIAS Promovemos planejamento e bem-estar financeiro através de cursos e consultorias que transformam a sua relação com o dinheiro.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “A Finance4U é pioneira em levar Bem-Estar Financeiro para seu ambiente de trabalho.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “A Você FP é uma empresa de planejamento de financeiro que nasceu da vivência e vontade do Leonardo Facchini de transformar a vida através da educação financeira.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “A Moneta Consultoria e Treinamento é uma empresa que tem o compromisso e o respeito com os sonhos das pessoas.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “O SD Positivo é uma plataforma especializada em saúde e educação financeira corporativa, criada para apoiar empresas, RHs e lideranças na gestão de um risco cada vez mais presente…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Fruto de uma junção de forças e do desejo pela mudança da realidade financeira no Brasil, a Tulipa surge como uma alternativa para você que está precisando dar um passo a frente…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “A Tríade Finance é uma empresa especializada em Educação Financeira e Consultoria Financeira e de Investimentos.” Recorded in the RevenueBase company graph · Nov 6, 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 wellness advisors”. 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 235 financial wellness advisors based in Brazil
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Financial wellness advisors based in Brazil at a glance
As of Nov 6, 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 235 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 wellness advisors” 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 269 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 November 6, 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.
Financial wellness advisors by metro
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 wellness advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial wellness advisors are there based in Brazil?
RevenueBase identified 235 company matches for financial wellness advisors associated with Brazil as of November 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?
FAZ Capital tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial wellness advisors?
Sao Paulo leads with 76 company records, followed by Rio De Janeiro (16) and Belo Horizonte (11).
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 269 professional contacts with verified work emails tracked across these 235 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 235 financial wellness advisors based in Brazil. Start with a free account, no credit card.
Download this list →Related lists
Financial wellness advisors by geography
- Financial wellness advisors based in Melbourne, Australia
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- Financial wellness advisors based in Sao Paulo, Brazil
- Financial wellness advisors based in Mumbai, India
- Financial wellness advisors based in Pune, India
- Financial wellness advisors based in Cape Town, South Africa
- Financial wellness advisors based in Johannesburg, South Africa
- Financial wellness advisors based in London, United Kingdom
- Financial wellness advisors based in Atlanta, United States
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- Financial wellness advisors based in Houston, United States
Browse the directory
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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- Financial wellness advisors based in Melbourne, Australia
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Company intelligence · public preview
Top 25 financial wellness advisors 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 235 matching company records for financial wellness advisors based in Brazil, with 1,368 tracked contacts and 269 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: November 6, 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 wellness advisors 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 |  FAZ Capitalfazcapital.com.brHQ: Porto Alegre, BrazilReported employees: 201-500 | Porto Alegre, Brazil | 201-500 | Exact match | 282 contacts → |
“Somos mais do que uma empresa de investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Serafinserafin.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 46 contacts → |
“A Serafin nasce com um propósito: acreditamos que é possível impactar positivamente a vida das pessoas levando clareza e guiando decisões para que todos possam alcançar seu…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  ALLYAallya.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 35 contacts → |
“Allya is a complete financial wellness platform.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Flap Capitalflapcapital.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 27 contacts → |
“A Flap Capital nasce com o objetivo de auxiliar pessoas em manter a estabilidade e crescimento na sua vida patrimonial.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Rumo Investimentosrumoinvestimentos.com.brHQ: Barueri, BrazilReported employees: 11-50 | Barueri, Brazil | 11-50 | Exact match | 13 contacts → |
“A Rumo Investimentos, parte do Grupo Rumo, oferece assessoria financeira completa na tomada de decisões financeiras para quem busca uma vida melhor.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  K1 Capital Humanok1planejamento.com.brHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 10 contacts → |
“Não importa em que fase da vida você está, nossos profissionais estão preparados para entregar um serviço de Planejamento Financeiro de alto padrão para assegurar que você estará…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Planejadinplanejadin.com.brHQ: Curitiba, BrazilReported employees: 11-50 | Curitiba, Brazil | 11-50 | Exact match | 8 contacts → |
“A PlanejaDin é uma empresa de educação financeira que nasceu de uma experiência pessoal e que tem como propósito transformar vidas através da educação financeira.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Blue Financelp.bluefinance.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 8 contacts → |
“Fundada em São Paulo, a Blue Finance é uma empresa de planejamento financeiro e gestão financeira pessoal focada no oferecimento de um serviço personalizado e de excelência, tendo…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  SOFsof.fea.usp.brHQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 7 contacts → |
“O Serviço de Orientação Financeira (SOF) é um projeto de extensão da Faculdade de Economia, Administração e Contabilidade da Universidade de São Paulo (FEA-USP) para auxiliar a…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Grupo Fierefiere.com.br HQ: Campinas, BrazilReported employees: 11-50 | Campinas, Brazil | 11-50 | Exact match | 7 contacts → |
“Somos uma empresa de consultoria com quase 20 anos de experiência no atendimento a clientes e um método próprio de trabalho que nos permite ajudar as pessoas a terem bem-estar…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Libratta Finanças Pessoaislibratta.com.brHQ: Brasília, BrazilReported employees: 1-10 | Brasília, Brazil | 1-10 | Exact match | 5 contacts → |
“A Libratta é uma consultoria especializada em finanças pessoais, com foco na organização financeira de famílias e indivíduos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Scopo Finanças Pessoaisscopofp.com.brHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 5 contacts → |
“Acreditamos no potencial das pessoas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ludo Consultoria Financeiraludoconsultoria.com HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 5 contacts → |
“Oferecemos o portfólio de serviços financeiros e estratégico mais completo do mercado.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Life365life365.com.brHQ: Campinas, BrazilReported employees: 11-50 | Campinas, Brazil | 11-50 | Exact match | 4 contacts → |
“Em bem-estar financeiro, 87% das pessoas querem ajuda pessoal e desejam aprender através de cursos on-line.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Belo Horizonte, BrazilReported employees: 1-10 | Belo Horizonte, Brazil | 1-10 | Exact match | 4 contacts → |
“A IAGF - Inovações em Administração, Gestão e Finanças é uma empresa especializada em apresentar soluções inovadoras em Gestão Financeira e de Negócios tanto à organizações…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Vivi Finançasvivifinancas.com.brHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 3 contacts → |
“Sou Viviane Ferreira, fundadora do Vivi Finanças, engenheira química especializada em finanças pessoais, com certificação internacional de planejadora financeira pessoal pela…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Diversagrupodiversa.com.brHQ: Rio De Janeiro, BrazilReported employees: 1-10 | Rio De Janeiro, Brazil | 1-10 | Exact match | 3 contacts → |
“Somos uma organização que acredita no poder dos sonhos financeiros e estamos empenhados em ajudar nossos clientes e parceiros a alcançar a estabilidade e o sucesso em sua vida…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Paula Bazzo Finanças & Negóciospaulabazzo.com.brHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 3 contacts → |
“PALESTRAS | CONSULTORIAS | CURSOS | MENTORIAS Promovemos planejamento e bem-estar financeiro através de cursos e consultorias que transformam a sua relação com o dinheiro.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Finance4ufinance4u.com.brHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 2 contacts → |
“A Finance4U é pioneira em levar Bem-Estar Financeiro para seu ambiente de trabalho.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Você Finanças Pessoaisvocefp.com.brHQ: Ribeirao Preto, BrazilReported employees: 1-10 | Ribeirao Preto, Brazil | 1-10 | Exact match | 2 contacts → |
“A Você FP é uma empresa de planejamento de financeiro que nasceu da vivência e vontade do Leonardo Facchini de transformar a vida através da educação financeira.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Moneta Consultoria E Treinamentomonetaconsultoria.com.brHQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 2 contacts → |
“A Moneta Consultoria e Treinamento é uma empresa que tem o compromisso e o respeito com os sonhos das pessoas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  SD Positivosdpositivo.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 1 contacts → |
“O SD Positivo é uma plataforma especializada em saúde e educação financeira corporativa, criada para apoiar empresas, RHs e lideranças na gestão de um risco cada vez mais presente…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Guilherme Baía Planejamento Financeiroguilhermebaia.com.br HQ: Sala 415, BrazilReported employees: 1-10 | Sala 415, Brazil | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 |  Tulipa Consultoria E Educação Financeiratulipafinancas.com.brHQ: Vitória, BrazilReported employees: 1-10 | Vitória, Brazil | 1-10 | Exact match | 1 contacts → |
“Fruto de uma junção de forças e do desejo pela mudança da realidade financeira no Brasil, a Tulipa surge como uma alternativa para você que está precisando dar um passo a frente…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Tríade Finance Consultoria Financeiratriadefinance.com.brHQ: Osasco, BrazilReported employees: 1-10 | Osasco, Brazil | 1-10 | Exact match | 1 contacts → |
“A Tríade Finance é uma empresa especializada em Educação Financeira e Consultoria Financeira e de Investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 235 company matches
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Financial wellness advisors: dataset insights
November 6, 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
233 records in the displayed employee bands.
2 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 235 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: November 6, 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 ↗
Financial wellness advisors by metro
Questions about this company list
What does Exact match mean for financial wellness advisors?
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 wellness advisors did RevenueBase find based in Brazil?
The saved snapshot records 235 matching company records, 1,368 tracked contacts and 269 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: November 6, 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 wellness advisors by geography
- Financial wellness advisors based in Melbourne, Australia
- Financial wellness advisors based in Sydney, Australia
- Financial wellness advisors based in Sao Paulo, Brazil
- Financial wellness advisors based in Mumbai, India
- Financial wellness advisors based in Pune, India
- Financial wellness advisors based in Cape Town, South Africa
- Financial wellness advisors based in Johannesburg, South Africa
- Financial wellness advisors based in London, United Kingdom
- Financial wellness advisors based in Atlanta, United States
- Financial wellness advisors based in Charlotte, United States
- Financial wellness advisors based in Dallas, United States
- Financial wellness advisors based in Houston, United States
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 financial wellness advisors based in Brazil. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-wellness-advisors/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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- Financial wellness advisors based in Melbourne, Australia
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- Financial wellness advisors based in Sao Paulo, Brazil
- Financial wellness advisors based in Mumbai, India
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- Financial wellness advisors based in Cape Town, South Africa
Company intelligence · public preview
Top 25 financial wellness advisors based in Brazil
RevenueBase records 235 matching company records for financial wellness advisors based in Brazil, with 1,368 tracked contacts and 269 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: November 6, 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 wellness advisors 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 | FAZ Capitalfazcapital.com.br HQ: Porto Alegre, BrazilReported employees: 201-500 | Porto Alegre, Brazil | 201-500 | Exact match | 282 contacts → |
“Somos mais do que uma empresa de investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Serafinserafin.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 46 contacts → |
“A Serafin nasce com um propósito: acreditamos que é possível impactar positivamente a vida das pessoas levando clareza e guiando decisões para que todos possam alcançar seu…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | ALLYAallya.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 35 contacts → |
“Allya is a complete financial wellness platform.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Flap Capitalflapcapital.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 27 contacts → |
“A Flap Capital nasce com o objetivo de auxiliar pessoas em manter a estabilidade e crescimento na sua vida patrimonial.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Rumo Investimentosrumoinvestimentos.com.br HQ: Barueri, BrazilReported employees: 11-50 | Barueri, Brazil | 11-50 | Exact match | 13 contacts → |
“A Rumo Investimentos, parte do Grupo Rumo, oferece assessoria financeira completa na tomada de decisões financeiras para quem busca uma vida melhor.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | K1 Capital Humanok1planejamento.com.br HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 10 contacts → |
“Não importa em que fase da vida você está, nossos profissionais estão preparados para entregar um serviço de Planejamento Financeiro de alto padrão para assegurar que você estará…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Planejadinplanejadin.com.br HQ: Curitiba, BrazilReported employees: 11-50 | Curitiba, Brazil | 11-50 | Exact match | 8 contacts → |
“A PlanejaDin é uma empresa de educação financeira que nasceu de uma experiência pessoal e que tem como propósito transformar vidas através da educação financeira.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Blue Financelp.bluefinance.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 8 contacts → |
“Fundada em São Paulo, a Blue Finance é uma empresa de planejamento financeiro e gestão financeira pessoal focada no oferecimento de um serviço personalizado e de excelência, tendo…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | SOFsof.fea.usp.br HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 7 contacts → |
“O Serviço de Orientação Financeira (SOF) é um projeto de extensão da Faculdade de Economia, Administração e Contabilidade da Universidade de São Paulo (FEA-USP) para auxiliar a…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Grupo Fierefiere.com.br HQ: Campinas, BrazilReported employees: 11-50 | Campinas, Brazil | 11-50 | Exact match | 7 contacts → |
“Somos uma empresa de consultoria com quase 20 anos de experiência no atendimento a clientes e um método próprio de trabalho que nos permite ajudar as pessoas a terem bem-estar…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Libratta Finanças Pessoaislibratta.com.br HQ: Brasília, BrazilReported employees: 1-10 | Brasília, Brazil | 1-10 | Exact match | 5 contacts → |
“A Libratta é uma consultoria especializada em finanças pessoais, com foco na organização financeira de famílias e indivíduos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Scopo Finanças Pessoaisscopofp.com.br HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 5 contacts → |
“Acreditamos no potencial das pessoas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ludo Consultoria Financeiraludoconsultoria.com HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 5 contacts → |
“Oferecemos o portfólio de serviços financeiros e estratégico mais completo do mercado.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Life365life365.com.br HQ: Campinas, BrazilReported employees: 11-50 | Campinas, Brazil | 11-50 | Exact match | 4 contacts → |
“Em bem-estar financeiro, 87% das pessoas querem ajuda pessoal e desejam aprender através de cursos on-line.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Belo Horizonte, BrazilReported employees: 1-10 | Belo Horizonte, Brazil | 1-10 | Exact match | 4 contacts → |
“A IAGF - Inovações em Administração, Gestão e Finanças é uma empresa especializada em apresentar soluções inovadoras em Gestão Financeira e de Negócios tanto à organizações…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Vivi Finançasvivifinancas.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 3 contacts → |
“Sou Viviane Ferreira, fundadora do Vivi Finanças, engenheira química especializada em finanças pessoais, com certificação internacional de planejadora financeira pessoal pela…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Diversagrupodiversa.com.br HQ: Rio De Janeiro, BrazilReported employees: 1-10 | Rio De Janeiro, Brazil | 1-10 | Exact match | 3 contacts → |
“Somos uma organização que acredita no poder dos sonhos financeiros e estamos empenhados em ajudar nossos clientes e parceiros a alcançar a estabilidade e o sucesso em sua vida…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Paula Bazzo Finanças & Negóciospaulabazzo.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 3 contacts → |
“PALESTRAS | CONSULTORIAS | CURSOS | MENTORIAS Promovemos planejamento e bem-estar financeiro através de cursos e consultorias que transformam a sua relação com o dinheiro.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Finance4ufinance4u.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 2 contacts → |
“A Finance4U é pioneira em levar Bem-Estar Financeiro para seu ambiente de trabalho.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Você Finanças Pessoaisvocefp.com.br HQ: Ribeirao Preto, BrazilReported employees: 1-10 | Ribeirao Preto, Brazil | 1-10 | Exact match | 2 contacts → |
“A Você FP é uma empresa de planejamento de financeiro que nasceu da vivência e vontade do Leonardo Facchini de transformar a vida através da educação financeira.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Moneta Consultoria E Treinamentomonetaconsultoria.com.br HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 2 contacts → |
“A Moneta Consultoria e Treinamento é uma empresa que tem o compromisso e o respeito com os sonhos das pessoas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | SD Positivosdpositivo.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 1 contacts → |
“O SD Positivo é uma plataforma especializada em saúde e educação financeira corporativa, criada para apoiar empresas, RHs e lideranças na gestão de um risco cada vez mais presente…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Guilherme Baía Planejamento Financeiroguilhermebaia.com.br HQ: Sala 415, BrazilReported employees: 1-10 | Sala 415, Brazil | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 | Tulipa Consultoria E Educação Financeiratulipafinancas.com.br HQ: Vitória, BrazilReported employees: 1-10 | Vitória, Brazil | 1-10 | Exact match | 1 contacts → |
“Fruto de uma junção de forças e do desejo pela mudança da realidade financeira no Brasil, a Tulipa surge como uma alternativa para você que está precisando dar um passo a frente…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Tríade Finance Consultoria Financeiratriadefinance.com.br HQ: Osasco, BrazilReported employees: 1-10 | Osasco, Brazil | 1-10 | Exact match | 1 contacts → |
“A Tríade Finance é uma empresa especializada em Educação Financeira e Consultoria Financeira e de Investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 235 company matches
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Financial wellness advisors: dataset insights
November 6, 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
233 records in the displayed employee bands.
2 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 235 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: November 6, 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 ↗
Financial wellness advisors by metro
Questions about this company list
What does Exact match mean for financial wellness advisors?
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 wellness advisors did RevenueBase find based in Brazil?
The saved snapshot records 235 matching company records, 1,368 tracked contacts and 269 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: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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- Financial wellness advisors based in Sao Paulo, Brazil
- Financial wellness advisors based in Mumbai, India
- Financial wellness advisors based in Pune, India
- Financial wellness advisors based in Cape Town, South Africa
- Financial wellness advisors based in Johannesburg, South Africa
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Browse the directory
Cite this list
RevenueBase Data Team. Top 25 financial wellness advisors based in Brazil. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-wellness-advisors/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 wellness advisors based in Melbourne, Australia
- Financial wellness advisors based in Sydney, Australia
- Financial wellness advisors based in Sao Paulo, Brazil
- Financial wellness advisors based in Mumbai, India
- Financial wellness advisors based in Pune, India
- Financial wellness advisors based in Cape Town, South Africa