Company lists · Data refreshed September 2026
Top 17 Fintech investment advisors based in Sao Paulo, Brazil
RevenueBase identified 120 fintech investment advisors headquartered in Sao Paulo, Brazil as of September 2026 and tracks 1,558 professional contacts across them, including 470 with verified work emails. Across Brazil, Sao Paulo is the largest hub for this category.
This list covers fintech investment advisors headquartered in Sao Paulo, 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.
The 17 largest fintech investment advisors based in Sao Paulo, Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 90 contacts → | ||||
Indirect evidence “Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 44 contacts → | ||||
Indirect evidence “A Collar Capital é um escritório credenciado pela XP Investimentos.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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, 2026Thanks. The Data Team will review it. | |||||
| 10 | 23 contacts → | ||||
Indirect evidence “Conectamos planejadores financeiros com clientes usando tecnologia.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 19 contacts → | ||||
Partial evidence “O Kinvo é uma fintech da área de investimentos criada em 2017 com a missão de empoderar o investidor.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 16 contacts → | ||||
Indirect evidence “A Nortus Investimentos foi criada em março de 2020 por um grupo de profissionais com larga experiência no mercado financeiro.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 16 contacts → | ||||
Indirect evidence “A gente nunca pensou que a quantidade de informação seria um obstáculo para escolher como investir.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 15 contacts → | ||||
Indirect evidence “O PeerBR oferece produtos inteligentes de investimentos em crédito privado, prezando pela excelência na melhor relação risco e retorno.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 8 contacts → | ||||
Indirect evidence “Fundada em 2013, a Compromisso Investimentos é uma empresa formada por profissionais experientes do mercado financeiro que compartilham de um mesmo propósito: Ajudar o brasileiro…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 7 contacts → | ||||
Indirect evidence “Você não precisa investir sozinho.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 7 contacts → | ||||
Indirect evidence “A DNAinvest é uma empresa de assessores de investimentos, MULTIPLATAFORMA, especializada em atender clientes que gostam de exclusividade e que são exigentes com a qualidade do…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
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 17 of 120 fintech investment advisors based in Sao Paulo, Brazil
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Fintech investment advisors based in Sao Paulo, Brazil at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole Brazil list rather than for Sao Paulo, so it is reported there. Company counts and contact totals on this page are exact for Sao Paulo, over 120 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 Sao Paulo, 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 Sao Paulo 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, 470 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 in Brazil
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 Sao Paulo, Brazil?
RevenueBase identified 120 fintech investment advisors headquartered in Sao Paulo, 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?
Necton Investimentos, headquartered in Sao Paulo, tops this list with the largest team on record.
Which city in Brazil has the most fintech investment advisors?
Sao Paulo leads Brazil 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 470 verified decision-maker contacts tracked across these 120 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.
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