Company lists · Data refreshed September 2026

Top 25 Fintech wealth platforms based in Brazil

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

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 281 companies tracked

RevenueBase identified 281 fintech wealth platforms headquartered in Brazil as of September 2026 and tracks 9,532 professional contacts across them, including 1,428 with verified work emails and 202 with mobile numbers. Sao Paulo is the largest hub.

This list covers fintech wealth platforms 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 2, 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 RevenueBase Smart Search rating on every row Refreshed Sep 2, 2026 86% judged on-target in blind review

281Companies

9,532Contacts tracked

1,428Verified emails

202Mobile numbers

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The 25 largest fintech wealth platforms based in Brazil

Ranked by team size

Top 25 of 281 fintech wealth platforms based in Brazil, ranked by team size, largest first. Data refreshed Sep 2, 2026. RevenueBase Smart Search rates how each company's information relates to fintech wealth platforms: 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	Genial Investimentos	Indirect evidence	Sao Paulo, Brazil	501-1,000	1,145 contacts →
	Indirect evidence “A Genial é mais que um banco ou uma corretora.” Source: RevenueBase Database · checked Sep 2, 2026
2	Blue3 Investimentos	Indirect evidence	Goiania, Brazil	501-1,000	585 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 2, 2026
3	Warren Investimentos	Indirect evidence	Curitiba, Brazil	501-1,000	435 contacts →
	Indirect evidence “Surgimos para proporcionar aos brasileiros uma forma de investir que é transparente, sem conflito de interesses.” Source: RevenueBase Database · checked Sep 2, 2026
4	Banco Modal	Indirect evidence	Rio De Janeiro, Brazil	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 2, 2026
5	Wiser BTG Pactual	Indirect evidence	Criciuma, Brazil	201-500	263 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 2, 2026
6	Necton Investimentos	Indirect evidence	Sao Paulo, Brazil	201-500	224 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 2, 2026
7	Liberta Investimentos	Indirect evidence	Porto Alegre, Brazil	201-500	185 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 2, 2026
8	STAKE	Partial evidence	Sao Paulo, Brazil	51-200	174 contacts →
	Partial evidence “Stake is an investing platform that breaks barriers between ambition and financial progress.” Source: RevenueBase Database · checked Sep 2, 2026
9	EWZ Capital	Indirect evidence	Sao Paulo, Brazil	51-200	169 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 2, 2026
10	rico.com.vc	Indirect evidence	Sao Paulo, Brazil	51-200	169 contacts →
	Indirect evidence “Criada em 2011, a Rico é uma corretora de investimentos 100% online e voltada à pessoa física.” Source: RevenueBase Database · checked Sep 2, 2026
11	Guide Investimentos	Indirect evidence	Sao Paulo, Brazil	201-500	160 contacts →
	Indirect evidence “Escolher um bom caminho é tão importante quanto saber aonde se quer chegar.” Source: RevenueBase Database · checked Sep 2, 2026
12	Clear Corretora	Indirect evidence	Sao Paulo, Brazil	1,001-5,000	109 contacts →
	Indirect evidence “Somos uma marca da XP Inc.” Source: RevenueBase Database · checked Sep 2, 2026
13	Quark Investimentos	Indirect evidence	Sao Paulo, Brazil	51-200	92 contacts →
	Indirect evidence “Quark Investimentos \| Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Source: RevenueBase Database · checked Sep 2, 2026
14	Center Investimentos	Indirect evidence	Foz Do Iguacu, Brazil	51-200	91 contacts →
	Indirect evidence “A Center Investimentos é afiliada a uma das maiores corretoras da Bolsa de Valores do Brasil, a XP investimentos.” Source: RevenueBase Database · checked Sep 2, 2026
15	Prosperidade Investimentos	Indirect evidence	Fortaleza, Brazil	51-200	80 contacts →
	Indirect evidence “Em 2017, tivemos uma ideia.” Source: RevenueBase Database · checked Sep 2, 2026
16	BE Invest XP	Indirect evidence	Porto Alegre, Brazil	51-200	76 contacts →
	Indirect evidence “Be Invest \| Agente Autônomo de Investimentos credenciado à XP Investimentos Somos uma assessoria de investimentos focada em transformar a vida das pessoas através de experiências…” Source: RevenueBase Database · checked Sep 2, 2026
17	Bradesco Corretora	Indirect evidence	Sao Paulo, Brazil	51-200	76 contacts →
	Indirect evidence “A melhor opção para você investir no mercado financeiro com o apoio de uma empresa do Grupo Bradesco, que conta com mais de 50 anos de experiência e credibilidade no mercado.” Source: RevenueBase Database · checked Sep 2, 2026
18	Investtools	Indirect evidence	Sao Paulo, Brazil	11-50	57 contacts →
	Indirect evidence “A Investtools é uma empresa sediada no Rio de Janeiro com mais 15 anos de know-how dos principais processos do ecossistema financeiro.” Source: RevenueBase Database · checked Sep 2, 2026
19	Ihub Investimentos	Indirect evidence	Sao Paulo, Brazil	51-200	50 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 2, 2026
20	O2 Capital	Indirect evidence	Sao Paulo, Brazil	51-200	48 contacts →
	Indirect evidence “Os outros falam sobre investimentos, nós falamos sobre: VOCÊ.” Source: RevenueBase Database · checked Sep 2, 2026
21	Investflow Investimentos	Indirect evidence	Curitiba, Brazil	51-200	46 contacts →
	Indirect evidence “Somos a InvestFlow Investimentos!” Source: RevenueBase Database · checked Sep 2, 2026
22	Delta Investor Assessoria DE Investimentos	Indirect evidence	Sao Paulo, Brazil	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 2, 2026
23	Investidor10	Indirect evidence	Rio De Janeiro, Brazil	11-50	40 contacts →
	Indirect evidence “O Investidor10 democratiza o mundo dos investimentos para pessoas físicas com uma plataforma completa e recursos exclusivos, permitindo que alcancem seus objetivos financeiros.” Source: RevenueBase Database · checked Sep 2, 2026
24	Nexa Finance	Indirect evidence	Sao Paulo, Brazil	11-50	37 contacts →
	Indirect 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 2, 2026
25	Krone Capital	Indirect evidence	Sao Paulo, Brazil	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 2, 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 wealth platforms. 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 wealth platforms.
Partial evidence: Its own public description names part of fintech wealth platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fintech wealth platforms. 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 281 fintech wealth platforms based in Brazil

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Fintech wealth platforms based in Brazil at a glance

As of Sep 2, 2026

15.0%Verified-email coverage

2.1%Mobile-number coverage

33.9Average contacts per company

1-10Median size (employees)

34.9%Largest-city concentration · Sao Paulo

Sep 2, 2026Page data refreshed

Companies by employee count

1-10

147

11-50

51-200

201-500

501-1,000

1,001-5,000

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 wealth platforms, 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 wealth platforms”. 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 wealth platforms), 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 wealth platforms, 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, 1,428 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 2, 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 wealth platforms by metro

Fintech wealth platforms in Sao Paulo98

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 wealth platforms, 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 wealth platforms are there based in Brazil?

RevenueBase identified 281 fintech wealth platforms 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?

Genial Investimentos, headquartered in Sao Paulo, tops this list with the largest team on record.

Which city has the most fintech wealth platforms?

Sao Paulo leads with 98 headquartered companies, followed by Rio De Janeiro (23) and Curitiba (11).

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 1,428 verified decision-maker contacts tracked across these 281 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 2, 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.