Company lists · Data refreshed September 2026

Top 25 Fintech investment advisors based in Brazil

Name: Fintech investment advisors based in Brazil
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 367 companies tracked

RevenueBase identified 367 fintech investment advisors headquartered in Brazil as of September 2026 and tracks 5,584 professional contacts across them, including 1,051 with verified work emails. Sao Paulo is the largest hub.

This list covers fintech investment advisors 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 28, 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 28, 2026 86% judged on-target in blind review

367Companies

5,584Contacts tracked

1,051Verified emails

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The 25 largest fintech investment advisors based in Brazil

Ranked by team size

Top 25 of 367 fintech investment advisors based in Brazil, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to fintech investment advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Blue3 Investimentos	Indirect evidence	Ribeirão Preto, BrazilHQ checked Sep 28, 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 28, 2026
2	Banco Modal	Indirect evidence	Rio De Janeiro, BrazilHQ checked Sep 28, 2026	1,001-5,000	284 contacts →
	Indirect evidence “O Banco Modal foi fundado em 1996 como um banco de investimentos.” Source: RevenueBase Database · checked Sep 28, 2026
3	Wiser BTG Pactual	Indirect evidence	Campinas, BrazilHQ checked Sep 28, 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 28, 2026
4	Necton Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 28, 2026	201-500	221 contacts →
	Indirect evidence “Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Source: RevenueBase Database · checked Sep 28, 2026
5	Liberta Investimentos	Indirect evidence	Porto Alegre, BrazilHQ checked Sep 28, 2026	201-500	180 contacts →
	Indirect evidence “A trajetória da Liberta começou em uma sala de aula com 30 alunos em Porto Alegre, e hoje somos um dos maiores escritórios credenciados à XP Investimentos no Brasil.” Source: RevenueBase Database · checked Sep 28, 2026
6	EWZ Capital	Indirect evidence	São Paulo, BrazilHQ checked Sep 28, 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 28, 2026
7	RJ Investimentos	Indirect evidence	Rio De Janeiro, BrazilHQ checked Sep 28, 2026	51-200	110 contacts →
	Indirect evidence “Agende uma reunião com o especialista e monte um plano para a conquista dos seus sonhos e objetivos pessoais.” Source: RevenueBase Database · checked Sep 28, 2026
8	Britech S.A	Partial evidence	São Paulo, BrazilHQ checked Sep 28, 2026	51-200	97 contacts →
	Partial evidence “From emerging firms to large-scale operators, BRITech delivers a single source of truth for investment management, with the precision, depth, and flexibility each business needs…” Source: RevenueBase Database · checked Sep 28, 2026
9	Quark Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 28, 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 28, 2026
10	Prosperidade Investimentos	Indirect evidence	Sao Bernardo Do Campo, BrazilHQ checked Sep 28, 2026	51-200	80 contacts →
	Indirect evidence “Em 2017, tivemos uma ideia.” Source: RevenueBase Database · checked Sep 28, 2026
11	GB Investimentos	Indirect evidence	Bagé, BrazilHQ checked Sep 28, 2026	11-50	71 contacts →
	Indirect evidence “A GB Investimentos é um escritório credenciado à XP Investimentos desde 2008.” Source: RevenueBase Database · checked Sep 28, 2026
12	Petrópolis Invest	Indirect evidence	Petrópolis, BrazilHQ checked Sep 28, 2026	51-200	61 contacts →
	Indirect evidence “Nascemos em Petrópolis há 10 anos com uma convicção simples: assessoria de investimentos de verdade exige presença, não apenas plataforma.” Source: RevenueBase Database · checked Sep 28, 2026
13	K3 Investimentos & Corporate	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 28, 2026	11-50	48 contacts →
	Indirect evidence “O primeiro escritório a nascer Corporate & Private como um Agente Autônomo de Investimentos Credenciado XP Investimentos A K3 Investimentos nasceu para dar ao brasileiro autonomia…” Source: RevenueBase Database · checked Sep 28, 2026
14	Ihub Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 28, 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 28, 2026
15	Grupo Fractal	Indirect evidence	Divinópolis, BrazilHQ checked Sep 28, 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 28, 2026
16	Collar Capital	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 28, 2026	11-50	44 contacts →
	Indirect evidence “A Collar Capital é um escritório credenciado pela XP Investimentos.” Source: RevenueBase Database · checked Sep 28, 2026
17	Delta Investor Assessoria DE Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 28, 2026	51-200	43 contacts →
	Indirect evidence “Bem-vindo à Delta Investor, uma empresa digital de assessoria de investimentos dedicada a transformar a experiência de investir para melhorar a vida das pessoas.” Source: RevenueBase Database · checked Sep 28, 2026
18	BIG Invest	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 28, 2026	51-200	41 contacts →
	Indirect evidence “Na Big Invest, ajudamos você a alcançar as conquistas que deseja, agora e no futuro.” Source: RevenueBase Database · checked Sep 28, 2026
19	Investflow Investimentos	Indirect evidence	Curitiba, BrazilHQ checked Sep 28, 2026	51-200	41 contacts →
	Indirect evidence “Somos a InvestFlow Investimentos!” Source: RevenueBase Database · checked Sep 28, 2026
20	The Hill Capital	Indirect evidence	São Paulo, BrazilHQ checked Sep 28, 2026	11-50	40 contacts →
	Indirect evidence “A The Hill Capital é um escritório de Assessoria de Investimentos, credenciado pelo BTG Pactual, que busca trazer uma nova experiência de investimento financeiro para quem deseja…” Source: RevenueBase Database · checked Sep 28, 2026
21	Nexa Finance	Partial evidence	Sao Paulo, BrazilHQ checked Sep 28, 2026	11-50	36 contacts →
	Partial evidence “Nexa blends expertise in the traditional financial market with cutting-edge technology to deliver new products and the best investment experience.” Source: RevenueBase Database · checked Sep 28, 2026
22	VAROS	Indirect evidence	Niterói, BrazilHQ checked Sep 28, 2026	11-50	34 contacts →
	Indirect evidence “A VAROS se propõe a aperfeiçoar e facilitar o processo de decisão de investimento para pessoas comuns que desejam ter a tranquilidade de saber que o seu dinheiro está bem…” Source: RevenueBase Database · checked Sep 28, 2026
23	Experato Investimentos	Indirect evidence	Santo Ângelo, BrazilHQ checked Sep 28, 2026	51-200	32 contacts →
	Indirect evidence “Somos a Experato Investimentos um escritório de assessoria, credenciado à XP Investimentos, a maior corretora da América Latina.” Source: RevenueBase Database · checked Sep 28, 2026
24	Thera Investimentos	Indirect evidence	Ribeirão Preto, BrazilHQ checked Sep 28, 2026	11-50	30 contacts →
	Indirect evidence “PELO QUE TRABALHAMOS Ajudar as pessoas a atingirem seus objetivos.” Source: RevenueBase Database · checked Sep 28, 2026
25	Krone Capital	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 28, 2026	11-50	29 contacts →
	Indirect evidence “A Krone Capital nasceu motivada pela busca por personalização no atendimento, conscientização sobre a educação financeira e disseminação da cultura de investimentos no país.” Source: RevenueBase Database · checked Sep 28, 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: fintech investment advisors. 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 fintech investment advisors.
Partial evidence: Its own public description names part of fintech investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fintech investment advisors. 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 367 fintech investment advisors based in Brazil

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Fintech investment advisors based in Brazil at a glance

As of Sep 28, 2026

18.8%Verified-email coverage

15.2Average contacts per company

1-10Median size (employees)

32.7%Largest-city concentration · Sao Paulo

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

209

11-50

115

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured worldwide rather than for Brazil, so it is reported there. Company counts and contact totals on this page are exact for Brazil, over 367 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among fintech investment advisors, 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 “fintech investment advisors”. 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 fintech investment advisors), 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 fintech investment advisors, and records with no verified work email. Companies headquartered outside Brazil are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 1,051 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 28, 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.

Fintech investment advisors 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 fintech investment advisors, 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 fintech investment advisors are there based in Brazil?

RevenueBase identified 367 fintech investment advisors headquartered in Brazil as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

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

Which city has the most fintech investment advisors?

Sao Paulo leads with 120 headquartered companies, followed by Rio De Janeiro (32) and Porto Alegre (16).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,051 verified decision-maker contacts tracked across these 367 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 28, 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.