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, how directly it supports the match, 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 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 Match evidence 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. Evidence rates how directly each company's own description names fintech wealth platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Genial InvestimentosIndirect evidence	Sao Paulo, Brazil	501-1,000	1,145
	“A Genial é mais que um banco ou uma corretora.” Source: company website · checked Sep 2, 2026
2	Blue3 InvestimentosIndirect evidence	Goiania, Brazil	501-1,000	585
	“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: company website · checked Sep 2, 2026
3	Warren InvestimentosIndirect evidence	Curitiba, Brazil	501-1,000	435
	“Surgimos para proporcionar aos brasileiros uma forma de investir que é transparente, sem conflito de interesses.” Source: company website · checked Sep 2, 2026
4	Banco ModalIndirect evidence	Rio De Janeiro, Brazil	1,001-5,000	284
	“O Banco Modal foi fundado em 1996 como um banco de investimentos.” Source: company website · checked Sep 2, 2026
5	Wiser BTG PactualIndirect evidence	Criciuma, Brazil	201-500	263
	“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: company website · checked Sep 2, 2026
6	Necton InvestimentosIndirect evidence	Sao Paulo, Brazil	201-500	224
	“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Source: company website · checked Sep 2, 2026
7	Liberta InvestimentosIndirect evidence	Porto Alegre, Brazil	201-500	185
	“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: company website · checked Sep 2, 2026
8	STAKEPartial evidence	Sao Paulo, Brazil	51-200	174
	“Stake is an investing platform that breaks barriers between ambition and financial progress.” Source: company website · checked Sep 2, 2026
9	EWZ CapitalIndirect evidence	Sao Paulo, Brazil	51-200	169
	“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: company website · checked Sep 2, 2026
10	rico.com.vcIndirect evidence	Sao Paulo, Brazil	51-200	169
	“Criada em 2011, a Rico é uma corretora de investimentos 100% online e voltada à pessoa física.” Source: company website · checked Sep 2, 2026
11	Guide InvestimentosIndirect evidence	Sao Paulo, Brazil	201-500	160
	“Escolher um bom caminho é tão importante quanto saber aonde se quer chegar.” Source: company website · checked Sep 2, 2026
12	Clear CorretoraIndirect evidence	Sao Paulo, Brazil	1,001-5,000	109
	“Somos uma marca da XP Inc.” Source: company website · checked Sep 2, 2026
13	Quark InvestimentosIndirect evidence	Sao Paulo, Brazil	51-200	92
	“Quark Investimentos \| Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Source: company website · checked Sep 2, 2026
14	Center InvestimentosIndirect evidence	Foz Do Iguacu, Brazil	51-200	91
	“A Center Investimentos é afiliada a uma das maiores corretoras da Bolsa de Valores do Brasil, a XP investimentos.” Source: company website · checked Sep 2, 2026
15	Prosperidade InvestimentosIndirect evidence	Fortaleza, Brazil	51-200	80
	“Em 2017, tivemos uma ideia.” Source: company website · checked Sep 2, 2026
16	BE Invest XPIndirect evidence	Porto Alegre, Brazil	51-200	76
	“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: company website · checked Sep 2, 2026
17	Bradesco CorretoraIndirect evidence	Sao Paulo, Brazil	51-200	76
	“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: company website · checked Sep 2, 2026
18	InvesttoolsIndirect evidence	Sao Paulo, Brazil	11-50	57
	“A Investtools é uma empresa sediada no Rio de Janeiro com mais 15 anos de know-how dos principais processos do ecossistema financeiro.” Source: company website · checked Sep 2, 2026
19	Ihub InvestimentosIndirect evidence	Sao Paulo, Brazil	51-200	50
	“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: company website · checked Sep 2, 2026
20	O2 CapitalIndirect evidence	Sao Paulo, Brazil	51-200	48
	“Os outros falam sobre investimentos, nós falamos sobre: VOCÊ.” Source: company website · checked Sep 2, 2026
21	Investflow InvestimentosIndirect evidence	Curitiba, Brazil	51-200	46
	“Somos a InvestFlow Investimentos!” Source: company website · checked Sep 2, 2026
22	Delta Investor Assessoria DE InvestimentosIndirect evidence	Sao Paulo, Brazil	51-200	43
	“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: company website · checked Sep 2, 2026
23	Investidor10Indirect evidence	Rio De Janeiro, Brazil	11-50	40
	“O Investidor10 democratiza o mundo dos investimentos para pessoas físicas com uma plataforma completa e recursos exclusivos, permitindo que alcancem seus objetivos financeiros.” Source: company website · checked Sep 2, 2026
24	Nexa FinanceIndirect evidence	Sao Paulo, Brazil	11-50	37
	“Nexa blends expertise in the traditional financial market with cutting-edge technology to deliver new products and the best investment experience.” Source: company website · checked Sep 2, 2026
25	Krone CapitalIndirect evidence	Sao Paulo, Brazil	11-50	29
	“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: company website · checked Sep 2, 2026

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

1-10Median size (employees)

Sao PauloLargest hub · 98 HQs

202Contacts with mobile numbers

Sep 2, 2026Data 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 evidence 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 SmartSearch, 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.
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 an evidence 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

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 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.