Company lists · Data refreshed September 2026
Top 25 Fintech wealth platforms based in Brazil
RevenueBase identified 281 company matches for fintech wealth platforms associated with 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 company matches for fintech wealth platforms 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 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.
The 25 largest fintech wealth platforms based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,145 contacts → | ||||
Exact match “A Genial é mais que um banco ou uma corretora.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 2 | 585 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 3 | 435 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 2, 2026 · View company records in RevenueBase | |||||
| 4 | 284 contacts → | ||||
Exact match “O Banco Modal foi fundado em 1996 como um banco de investimentos.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 5 | 263 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 6 | 224 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 2, 2026 · View company records in RevenueBase | |||||
| 7 | 185 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 8 | 174 contacts → | ||||
Exact match “Stake is an investing platform that breaks barriers between ambition and financial progress.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 9 | 169 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 10 | 169 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 2, 2026 · View company records in RevenueBase | |||||
| 11 | 160 contacts → | ||||
Exact match “Escolher um bom caminho é tão importante quanto saber aonde se quer chegar.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 12 | 109 contacts → | ||||
Exact match “Somos uma marca da XP Inc.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 13 | 92 contacts → | ||||
Exact match “Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 14 | 91 contacts → | ||||
Exact match “A Center Investimentos é afiliada a uma das maiores corretoras da Bolsa de Valores do Brasil, a XP investimentos.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 15 | 80 contacts → | ||||
Exact match “Em 2017, tivemos uma ideia.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 16 | 76 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 17 | 76 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 18 | 57 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 2, 2026 · View company records in RevenueBase | |||||
| 19 | 50 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 2, 2026 · View company records in RevenueBase | |||||
| 20 | 48 contacts → | ||||
Exact match “Os outros falam sobre investimentos, nós falamos sobre: VOCÊ.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 21 | 46 contacts → | ||||
Exact match “Somos a InvestFlow Investimentos!” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 22 | 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 2, 2026 · View company records in RevenueBase | |||||
| 23 | 40 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 2, 2026 · View company records in RevenueBase | |||||
| 24 | 37 contacts → | ||||
Exact match “Nexa blends expertise in the traditional financial market with cutting-edge technology to deliver new products and the best investment experience.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 25 | 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 2, 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 platforms”. 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 281 fintech wealth platforms based in Brazil
See the full list, filter by size, metro and specialty, and access 1,428 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Fintech wealth platforms based in Brazil at a glance
As of Sep 2, 2026Companies by employee count
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 platforms” 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 1,428 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 2, 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 platforms by metro
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 platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fintech wealth platforms are there based in Brazil?
RevenueBase identified 281 company matches for fintech wealth platforms 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?
Genial 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 platforms?
Sao Paulo leads with 98 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 1,428 professional contacts with verified work emails tracked across these 281 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 2, 2026.
Ready to reach these companies? Verified emails and direct dials for all 281 fintech wealth platforms based in Brazil. Start with a free account, no credit card.
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Fintech wealth platforms by geography
- Fintech wealth platforms based in the United States
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- Fintech wealth platforms based in Canada
- Fintech wealth platforms based in Australia
- Fintech wealth platforms based in France
- Fintech wealth platforms based in Germany
- Fintech wealth platforms based in Switzerland
- Fintech wealth platforms based in South Africa
- Fintech wealth platforms based in Spain
- Fintech wealth platforms based in the Netherlands
- Fintech wealth platforms based in Italy
- Fintech wealth platforms based in Mexico
Browse the directory
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.
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Company intelligence · public preview
Top 25 fintech wealth platforms based in Brazil
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 281 matching company records for fintech wealth platforms based in Brazil, with 9,532 tracked contacts and 1,428 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 2, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 fintech wealth platforms based in Brazil
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Genial Investimentosgenialinvestimentos.com.brHQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 501-1,000 | HQ not recorded; location: Sao Paulo, Brazil | 501-1,000 | Exact match | 1,145 contacts → |
“A Genial é mais que um banco ou uma corretora.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Blue3 Investimentosblue3investimentos.com.brHQ: HQ not recorded; location: Goiania, BrazilReported employees: 501-1,000 | HQ not recorded; location: Goiania, Brazil | 501-1,000 | Exact match | 585 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Warren Investimentoswarren.com.brHQ: HQ not recorded; location: Curitiba, BrazilReported employees: 501-1,000 | HQ not recorded; location: Curitiba, Brazil | 501-1,000 | Exact match | 435 contacts → |
“Surgimos para proporcionar aos brasileiros uma forma de investir que é transparente, sem conflito de interesses.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Banco Modalmodal.com.brHQ: HQ not recorded; location: Rio De Janeiro, BrazilReported employees: 1,001-5,000 | HQ not recorded; location: Rio De Janeiro, Brazil | 1,001-5,000 | Exact match | 284 contacts → |
“O Banco Modal foi fundado em 1996 como um banco de investimentos.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Wiser BTG Pactualsejawiser.com.brHQ: HQ not recorded; location: Criciuma, BrazilReported employees: 201-500 | HQ not recorded; location: Criciuma, Brazil | 201-500 | Exact match | 263 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Necton Investimentosnecton.com.brHQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 201-500 | HQ not recorded; location: Sao Paulo, Brazil | 201-500 | Exact match | 224 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Liberta Investimentoslibertainvestimentos.com.brHQ: HQ not recorded; location: Porto Alegre, BrazilReported employees: 201-500 | HQ not recorded; location: Porto Alegre, Brazil | 201-500 | Exact match | 185 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  STAKEhellostake.comHQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 51-200 | HQ not recorded; location: Sao Paulo, Brazil | 51-200 | Exact match | 174 contacts → |
“Stake is an investing platform that breaks barriers between ambition and financial progress.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  EWZ Capitalcapital.ewz.com.brHQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 51-200 | HQ not recorded; location: Sao Paulo, Brazil | 51-200 | Exact match | 169 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  rico.com.vcrico.com.vcHQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 51-200 | HQ not recorded; location: Sao Paulo, Brazil | 51-200 | Exact match | 169 contacts → |
“Criada em 2011, a Rico é uma corretora de investimentos 100% online e voltada à pessoa física.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Guide Investimentosguide.com.brHQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 201-500 | HQ not recorded; location: Sao Paulo, Brazil | 201-500 | Exact match | 160 contacts → |
“Escolher um bom caminho é tão importante quanto saber aonde se quer chegar.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Clear Corretoraclear.com.brHQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 1,001-5,000 | HQ not recorded; location: Sao Paulo, Brazil | 1,001-5,000 | Exact match | 109 contacts → |
“Somos uma marca da XP Inc.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Quark Investimentosquarkinvestimentos.com.brHQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 51-200 | HQ not recorded; location: Sao Paulo, Brazil | 51-200 | Exact match | 92 contacts → |
“Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Center Investimentoscenterinvestimentos.com.brHQ: HQ not recorded; location: Foz Do Iguacu, BrazilReported employees: 51-200 | HQ not recorded; location: Foz Do Iguacu, Brazil | 51-200 | Exact match | 91 contacts → |
“A Center Investimentos é afiliada a uma das maiores corretoras da Bolsa de Valores do Brasil, a XP investimentos.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Prosperidade Investimentosprosperidadeinvest.com.brHQ: HQ not recorded; location: Fortaleza, BrazilReported employees: 51-200 | HQ not recorded; location: Fortaleza, Brazil | 51-200 | Exact match | 80 contacts → |
“Em 2017, tivemos uma ideia.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  BE Invest XPbeinvestxp.com.brHQ: HQ not recorded; location: Porto Alegre, BrazilReported employees: 51-200 | HQ not recorded; location: Porto Alegre, Brazil | 51-200 | Exact match | 76 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Bradesco Corretorabradescocorretora.com.brHQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 51-200 | HQ not recorded; location: Sao Paulo, Brazil | 51-200 | Exact match | 76 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Investtoolsinvesttools.com.brHQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 11-50 | HQ not recorded; location: Sao Paulo, Brazil | 11-50 | Exact match | 57 contacts → |
“A Investtools é uma empresa sediada no Rio de Janeiro com mais 15 anos de know-how dos principais processos do ecossistema financeiro.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Ihub Investimentosihubinvestimentos.com.brHQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 51-200 | HQ not recorded; location: Sao Paulo, Brazil | 51-200 | Exact match | 50 contacts → |
“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 description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  O2 Capitalo2capital.com.brHQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 51-200 | HQ not recorded; location: Sao Paulo, Brazil | 51-200 | Exact match | 48 contacts → |
“Os outros falam sobre investimentos, nós falamos sobre: VOCÊ.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Investflow Investimentosinvestflow.com.brHQ: HQ not recorded; location: Curitiba, BrazilReported employees: 51-200 | HQ not recorded; location: Curitiba, Brazil | 51-200 | Exact match | 46 contacts → |
“Somos a InvestFlow Investimentos!” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Delta Investor Assessoria DE Investimentosdeltainvestor.com.brHQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 51-200 | HQ not recorded; location: Sao Paulo, Brazil | 51-200 | Exact match | 43 contacts → |
“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 description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Investidor10investidor10.com.brHQ: HQ not recorded; location: Rio De Janeiro, BrazilReported employees: 11-50 | HQ not recorded; location: Rio De Janeiro, Brazil | 11-50 | Exact match | 40 contacts → |
“O Investidor10 democratiza o mundo dos investimentos para pessoas físicas com uma plataforma completa e recursos exclusivos, permitindo que alcancem seus objetivos financeiros.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Nexa Financenexafinance.com.brHQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 11-50 | HQ not recorded; location: Sao Paulo, Brazil | 11-50 | Exact match | 37 contacts → |
“Nexa blends expertise in the traditional financial market with cutting-edge technology to deliver new products and the best investment experience.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Krone Capitalkronecapital.com.brHQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 11-50 | HQ not recorded; location: Sao Paulo, Brazil | 11-50 | Exact match | 29 contacts → |
“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 description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 281 company matches
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Fintech wealth platforms: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
280 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 2, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Fintech wealth platforms by metro
Questions about this company list
What does Exact match mean for fintech wealth platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fintech wealth platforms did RevenueBase find based in Brazil?
The saved snapshot records 281 matching company records, 9,532 tracked contacts and 1,428 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 2, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Fintech wealth platforms by geography
- Fintech wealth platforms based in the United States
- Fintech wealth platforms based in the United Kingdom
- Fintech wealth platforms based in Canada
- Fintech wealth platforms based in Australia
- Fintech wealth platforms based in France
- Fintech wealth platforms based in Germany
- Fintech wealth platforms based in Switzerland
- Fintech wealth platforms based in South Africa
- Fintech wealth platforms based in Spain
- Fintech wealth platforms based in the Netherlands
- Fintech wealth platforms based in Italy
- Fintech wealth platforms based in Mexico
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 fintech wealth platforms based in Brazil. Snapshot: September 2, 2026. https://revenuebase.ai/companies/fintech-wealth-platforms/brazil.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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Company intelligence · public preview
Top 25 fintech wealth platforms based in Brazil
RevenueBase records 281 matching company records for fintech wealth platforms based in Brazil, with 9,532 tracked contacts and 1,428 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 2, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 fintech wealth platforms based in Brazil
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Genial Investimentosgenialinvestimentos.com.br HQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 501-1,000 | HQ not recorded; location: Sao Paulo, Brazil | 501-1,000 | Exact match | 1,145 contacts → |
“A Genial é mais que um banco ou uma corretora.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Blue3 Investimentosblue3investimentos.com.br HQ: HQ not recorded; location: Goiania, BrazilReported employees: 501-1,000 | HQ not recorded; location: Goiania, Brazil | 501-1,000 | Exact match | 585 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Warren Investimentoswarren.com.br HQ: HQ not recorded; location: Curitiba, BrazilReported employees: 501-1,000 | HQ not recorded; location: Curitiba, Brazil | 501-1,000 | Exact match | 435 contacts → |
“Surgimos para proporcionar aos brasileiros uma forma de investir que é transparente, sem conflito de interesses.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Banco Modalmodal.com.br HQ: HQ not recorded; location: Rio De Janeiro, BrazilReported employees: 1,001-5,000 | HQ not recorded; location: Rio De Janeiro, Brazil | 1,001-5,000 | Exact match | 284 contacts → |
“O Banco Modal foi fundado em 1996 como um banco de investimentos.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Wiser BTG Pactualsejawiser.com.br HQ: HQ not recorded; location: Criciuma, BrazilReported employees: 201-500 | HQ not recorded; location: Criciuma, Brazil | 201-500 | Exact match | 263 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Necton Investimentosnecton.com.br HQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 201-500 | HQ not recorded; location: Sao Paulo, Brazil | 201-500 | Exact match | 224 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Liberta Investimentoslibertainvestimentos.com.br HQ: HQ not recorded; location: Porto Alegre, BrazilReported employees: 201-500 | HQ not recorded; location: Porto Alegre, Brazil | 201-500 | Exact match | 185 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | STAKEhellostake.com HQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 51-200 | HQ not recorded; location: Sao Paulo, Brazil | 51-200 | Exact match | 174 contacts → |
“Stake is an investing platform that breaks barriers between ambition and financial progress.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | EWZ Capitalcapital.ewz.com.br HQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 51-200 | HQ not recorded; location: Sao Paulo, Brazil | 51-200 | Exact match | 169 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | rico.com.vcrico.com.vc HQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 51-200 | HQ not recorded; location: Sao Paulo, Brazil | 51-200 | Exact match | 169 contacts → |
“Criada em 2011, a Rico é uma corretora de investimentos 100% online e voltada à pessoa física.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Guide Investimentosguide.com.br HQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 201-500 | HQ not recorded; location: Sao Paulo, Brazil | 201-500 | Exact match | 160 contacts → |
“Escolher um bom caminho é tão importante quanto saber aonde se quer chegar.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Clear Corretoraclear.com.br HQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 1,001-5,000 | HQ not recorded; location: Sao Paulo, Brazil | 1,001-5,000 | Exact match | 109 contacts → |
“Somos uma marca da XP Inc.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Quark Investimentosquarkinvestimentos.com.br HQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 51-200 | HQ not recorded; location: Sao Paulo, Brazil | 51-200 | Exact match | 92 contacts → |
“Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Center Investimentoscenterinvestimentos.com.br HQ: HQ not recorded; location: Foz Do Iguacu, BrazilReported employees: 51-200 | HQ not recorded; location: Foz Do Iguacu, Brazil | 51-200 | Exact match | 91 contacts → |
“A Center Investimentos é afiliada a uma das maiores corretoras da Bolsa de Valores do Brasil, a XP investimentos.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Prosperidade Investimentosprosperidadeinvest.com.br HQ: HQ not recorded; location: Fortaleza, BrazilReported employees: 51-200 | HQ not recorded; location: Fortaleza, Brazil | 51-200 | Exact match | 80 contacts → |
“Em 2017, tivemos uma ideia.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | BE Invest XPbeinvestxp.com.br HQ: HQ not recorded; location: Porto Alegre, BrazilReported employees: 51-200 | HQ not recorded; location: Porto Alegre, Brazil | 51-200 | Exact match | 76 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Bradesco Corretorabradescocorretora.com.br HQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 51-200 | HQ not recorded; location: Sao Paulo, Brazil | 51-200 | Exact match | 76 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Investtoolsinvesttools.com.br HQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 11-50 | HQ not recorded; location: Sao Paulo, Brazil | 11-50 | Exact match | 57 contacts → |
“A Investtools é uma empresa sediada no Rio de Janeiro com mais 15 anos de know-how dos principais processos do ecossistema financeiro.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Ihub Investimentosihubinvestimentos.com.br HQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 51-200 | HQ not recorded; location: Sao Paulo, Brazil | 51-200 | Exact match | 50 contacts → |
“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 description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | O2 Capitalo2capital.com.br HQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 51-200 | HQ not recorded; location: Sao Paulo, Brazil | 51-200 | Exact match | 48 contacts → |
“Os outros falam sobre investimentos, nós falamos sobre: VOCÊ.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Investflow Investimentosinvestflow.com.br HQ: HQ not recorded; location: Curitiba, BrazilReported employees: 51-200 | HQ not recorded; location: Curitiba, Brazil | 51-200 | Exact match | 46 contacts → |
“Somos a InvestFlow Investimentos!” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Delta Investor Assessoria DE Investimentosdeltainvestor.com.br HQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 51-200 | HQ not recorded; location: Sao Paulo, Brazil | 51-200 | Exact match | 43 contacts → |
“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 description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Investidor10investidor10.com.br HQ: HQ not recorded; location: Rio De Janeiro, BrazilReported employees: 11-50 | HQ not recorded; location: Rio De Janeiro, Brazil | 11-50 | Exact match | 40 contacts → |
“O Investidor10 democratiza o mundo dos investimentos para pessoas físicas com uma plataforma completa e recursos exclusivos, permitindo que alcancem seus objetivos financeiros.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Nexa Financenexafinance.com.br HQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 11-50 | HQ not recorded; location: Sao Paulo, Brazil | 11-50 | Exact match | 37 contacts → |
“Nexa blends expertise in the traditional financial market with cutting-edge technology to deliver new products and the best investment experience.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Krone Capitalkronecapital.com.br HQ: HQ not recorded; location: Sao Paulo, BrazilReported employees: 11-50 | HQ not recorded; location: Sao Paulo, Brazil | 11-50 | Exact match | 29 contacts → |
“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 description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 281 company matches
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Fintech wealth platforms: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
280 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 2, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Fintech wealth platforms by metro
Questions about this company list
What does Exact match mean for fintech wealth platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fintech wealth platforms did RevenueBase find based in Brazil?
The saved snapshot records 281 matching company records, 9,532 tracked contacts and 1,428 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 2, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Browse the directory
Cite this list
RevenueBase Data Team. Top 25 fintech wealth platforms based in Brazil. Snapshot: September 2, 2026. https://revenuebase.ai/companies/fintech-wealth-platforms/brazil.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fintech wealth platforms based in the United States
- Fintech wealth platforms based in the United Kingdom
- Fintech wealth platforms based in Canada
- Fintech wealth platforms based in Australia
- Fintech wealth platforms based in France
- Fintech wealth platforms based in Germany