Company lists · Data refreshed September 2026

Top 25 Fintech wealth management companies based in Brazil

Name: Fintech wealth management companies based in Brazil
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 227 companies tracked

RevenueBase identified 227 company matches for fintech wealth management companies associated with Brazil as of September 2026 and tracks 4,372 professional contacts across them, including 1,042 with verified work emails. Sao Paulo is the largest hub.

This list covers company matches for fintech wealth management companies associated with Brazil, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

227Companies

4,372Contacts tracked

1,042Verified emails

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The 25 largest fintech wealth management companies based in Brazil

Ranked by team size

Top 25 of 227 company matches for fintech wealth management companies based in Brazil, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Warren Investimentos	Exact match	Sao Paulo, BrazilHQ recorded Sep 28, 2026	501-1,000	425 contacts →
	Exact match “Surgimos para proporcionar aos brasileiros uma forma de investir que é transparente, sem conflito de interesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Necton Investimentos	Exact match	Sao Paulo, BrazilHQ recorded Sep 28, 2026	201-500	221 contacts →
	Exact match “Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	rico.com.vc	Exact match	Sao Paulo, BrazilHQ recorded Sep 28, 2026	51-200	170 contacts →
	Exact match “Criada em 2011, a Rico é uma corretora de investimentos 100% online e voltada à pessoa física.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Guide Investimentos	Exact match	São Paulo, BrazilHQ recorded Sep 28, 2026	201-500	157 contacts →
	Exact match “Escolher um bom caminho é tão importante quanto saber aonde se quer chegar.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	RJ Investimentos	Exact match	Rio De Janeiro, BrazilHQ recorded Sep 28, 2026	51-200	110 contacts →
	Exact match “Agende uma reunião com o especialista e monte um plano para a conquista dos seus sonhos e objetivos pessoais.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Clear Corretora	Exact match	Sao Paulo, BrazilHQ recorded Sep 28, 2026	1,001-5,000	109 contacts →
	Exact match “Somos uma marca da XP Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Britech S.A	Exact match	São Paulo, BrazilHQ recorded Sep 28, 2026	51-200	97 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Quark Investimentos	Exact match	Sao Paulo, BrazilHQ recorded Sep 28, 2026	51-200	90 contacts →
	Exact match “Quark Investimentos \| Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Beinvestxp	Exact match	Florianopolis, BrazilHQ recorded Sep 28, 2026	51-200	73 contacts →
	Exact match “Excelência em atendimento digital e presencial da XP Investimentos.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Petrópolis Invest	Exact match	Petrópolis, BrazilHQ recorded Sep 28, 2026	51-200	61 contacts →
	Exact match “Nascemos em Petrópolis há 10 anos com uma convicção simples: assessoria de investimentos de verdade exige presença, não apenas plataforma.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	AGF	Exact match	São Paulo, BrazilHQ recorded Sep 28, 2026	11-50	57 contacts →
	Exact match “O AGF tem como objetivo simplificar e democratizar o caminho do investidor em direção à independência financeira.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Investtools	Exact match	Rio De Janeiro, BrazilHQ recorded Sep 28, 2026	11-50	53 contacts →
	Exact match “A Investtools é uma empresa sediada no Rio de Janeiro com mais 15 anos de know-how dos principais processos do ecossistema financeiro.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Alocc Gestão Patrimonial	Exact match	Rio De Janeiro, BrazilHQ recorded Sep 28, 2026	51-200	49 contacts →
	Exact match “A Alocc é uma empresa especializada em gestão patrimonial, reconhecida no mercado por sua atuação sólida e responsável.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	O2 Capital	Exact match	São Paulo, BrazilHQ recorded Sep 28, 2026	51-200	48 contacts →
	Exact match “Os outros falam sobre investimentos, nós falamos sobre: VOCÊ.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Ihub Investimentos	Exact match	Sao Paulo, BrazilHQ recorded Sep 28, 2026	51-200	48 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Collar Capital	Exact match	Sao Paulo, BrazilHQ recorded Sep 28, 2026	11-50	44 contacts →
	Exact match “A Collar Capital é um escritório credenciado pela XP Investimentos.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Delta Investor Assessoria DE Investimentos	Exact match	Sao Paulo, BrazilHQ recorded Sep 28, 2026	51-200	43 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Investflow Investimentos	Exact match	Curitiba, BrazilHQ recorded Sep 28, 2026	51-200	41 contacts →
	Exact match “Somos a InvestFlow Investimentos!” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	WV Investimentos	Exact match	Sao Paulo, BrazilHQ recorded Sep 28, 2026	11-50	39 contacts →
	Exact match “Somos a WV Investimentos, empresa de assessoria credenciada da XP Investimentos, que nasce quando exemplares funcionários de um banco público, se unem com o mesmo propósito…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Investidor10	Exact match	Rio De Janeiro, BrazilHQ recorded Sep 28, 2026	11-50	39 contacts →
	Exact match “O Investidor10 democratiza o mundo dos investimentos para pessoas físicas com uma plataforma completa e recursos exclusivos, permitindo que alcancem seus objetivos financeiros.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	TRAAD	Exact match	São Paulo, BrazilHQ recorded Sep 28, 2026	11-50	34 contacts →
	Exact match “Somos a primeira Wealth Tech brasileira que une alta tecnologia, com alto nível de atendimento para o público de alta renda.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	VAROS	Exact match	Niterói, BrazilHQ recorded Sep 28, 2026	11-50	34 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Brasil WM Multi Family Office	Exact match	Rio De Janeiro, BrazilHQ recorded Sep 28, 2026	11-50	31 contacts →
	Exact match “O desafio de gerir um patrimônio é ampliado à medida em que aumentam o volume, a sofisticação e a diversificação do conjunto de seus ativos.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Krone Capital	Exact match	Sao Paulo, BrazilHQ recorded Sep 28, 2026	11-50	29 contacts →
	Exact match “A Krone Capital nasceu motivada pela busca por personalização no atendimento, conscientização sobre a educação financeira e disseminação da cultura de investimentos no país.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	CB Partners	Exact match	Sao Paulo, BrazilHQ recorded Sep 28, 2026	51-200	26 contacts →
	Exact match “A CB Partners é uma gestora com foco em inovação e tecnologia, que viabiliza o acesso de novas empresas ao mercado financeiro com a estruturação de fundos e faz com que negociem…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “fintech wealth management companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 227 fintech wealth management companies based in Brazil

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Fintech wealth management companies based in Brazil at a glance

As of Sep 28, 2026

23.8%Verified-email coverage

19.3Average contacts per company

1-10Median size (employees)

41.0%Largest-city concentration · Sao Paulo

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

121

11-50

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 227 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 “fintech wealth management companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 1,042 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Fintech wealth management companies by metro

Fintech wealth management companies in Sao Paulo93

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 “fintech wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fintech wealth management companies are there based in Brazil?

RevenueBase identified 227 company matches for fintech wealth management companies associated with Brazil as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Warren Investimentos tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most fintech wealth management companies?

Sao Paulo leads with 93 company records, followed by Rio De Janeiro (20) and Florianopolis (8).

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 1,042 professional contacts with verified work emails tracked across these 227 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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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 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.