Company lists · Data refreshed September 2026

Top 25 Fractional cfp services agencies based in Brazil

RevenueBase identified 216 fractional cfp services agencies headquartered in Brazil as of September 2026 and tracks 2,357 professional contacts across them, including 278 with verified work emails. Sao Paulo is the largest hub.

This list covers fractional cfp services agencies 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 19, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
216Companies
2,357Contacts tracked
278Verified emails
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The 25 largest fractional cfp services agencies based in Brazil

Ranked by team size
Top 25 of 216 fractional cfp services agencies based in Brazil, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to fractional cfp services agencies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceCampinas, BrazilHQ checked Sep 19, 2026201-500265 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 19, 2026
2Indirect evidenceSão Paulo, BrazilHQ checked Sep 19, 2026201-500157 contacts →

Indirect evidence

“Escolher um bom caminho é tão importante quanto saber aonde se quer chegar.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceSao Bernardo Do Campo, BrazilHQ checked Sep 19, 202651-20080 contacts →

Indirect evidence

“Em 2017, tivemos uma ideia.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202651-20048 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 19, 2026
5Indirect evidenceBelém, BrazilHQ checked Sep 19, 202651-20043 contacts →

Indirect evidence

“Melhor escritório XP do Brasil”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202651-20041 contacts →

Indirect evidence

“Na Big Invest, ajudamos você a alcançar as conquistas que deseja, agora e no futuro.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceCuritiba, BrazilHQ checked Sep 19, 202651-20041 contacts →

Indirect evidence

“Somos a InvestFlow Investimentos!”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceSão Paulo, BrazilHQ checked Sep 19, 202611-5040 contacts →

Indirect evidence

“A The Hill Capital é um escritório de Assessoria de Investimentos, credenciado pelo BTG Pactual, que busca trazer uma nova experiência de investimento financeiro para quem deseja…”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceSanto Ângelo, BrazilHQ checked Sep 19, 202651-20032 contacts →

Indirect evidence

“Somos a Experato Investimentos um escritório de assessoria, credenciado à XP Investimentos, a maior corretora da América Latina.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceSão Caetano Do Sul, BrazilHQ checked Sep 19, 202611-5027 contacts →

Indirect evidence

“A Eterna Capital é um escritório de agentes autônomos credenciado à XP Investimentos, com mais de 10 anos de experiência no mercado financeiro.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceIpatinga, BrazilHQ checked Sep 19, 202651-20026 contacts →

Indirect evidence

“Somos um dos primeiros escritórios credenciados XP Investimentos.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceRecife, BrazilHQ checked Sep 19, 202611-5025 contacts →

Indirect evidence

“Somos um escritório especializado em assessoria de investimentos, sediado no coração de Pernambuco, em Recife.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceSão Paulo, BrazilHQ checked Sep 19, 202611-5025 contacts →

Indirect evidence

“Somos um Assessoria Referência em Alta Renda com soluções para PF e PJ.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceSão Paulo, BrazilHQ checked Sep 19, 202611-5020 contacts →

Indirect evidence

“Somos orientados às necessidades de nossos clientes, embasados em valores e focados no futuro.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 19, 202611-5019 contacts →

Indirect evidence

“A WAY Assessores de Investimentos, fundada em 2008, é uma empresa de assessoria de investimentos, consolidada com mais de 1.900 clientes ativos e R$1,7 bilhões sob assessoria na…”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceFlorianópolis, BrazilHQ checked Sep 19, 202611-5016 contacts →

Indirect evidence

“A Siglo Investimentos é um escritório credenciado à XP Investimentos, fundado em 2017 por um grupo de profissionais experientes e apaixonados pelo mercado financeiro.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceCampo Grande, BrazilHQ checked Sep 19, 202611-5016 contacts →

Indirect evidence

“Nascida em Campo Grande, MS e com filais em Dourados e Rondonópolis, Rio Negro possui atuação próxima e exclusiva com seus clientes.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 19, 202611-5015 contacts →

Indirect evidence

“A Platinum Investimentos surgiu com a proposta de atender atuais e futuros investidores do Mercado de capitais.”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceJundiaí, BrazilHQ checked Sep 19, 202611-5015 contacts →

Indirect evidence

“Quais os principais diferenciais ao investir em um escritório de investimentos?”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceBrasília, BrazilHQ checked Sep 19, 20261-1014 contacts →

Indirect evidence

“Assessor de Investimentos do BTG Pactual Investir é, dentre outras coisas, navegar.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 19, 202611-5014 contacts →

Indirect evidence

“A V10 Investimentos é uma consultoria financeira pessoal.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceCuritiba, BrazilHQ checked Sep 19, 202611-5012 contacts →

Indirect evidence

“Investir com verdade, visão e valor.”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceSão Paulo, BrazilHQ checked Sep 19, 20261-1012 contacts →

Indirect evidence

“Somos uma empresa de consultoria financeira especializada em Planejamento Financeiro e Consultoria de Investimentos.”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceSão Paulo, BrazilHQ checked Sep 19, 20261-1011 contacts →

Indirect evidence

“A B2 Advisory nasceu com um propósito claro: viabilizar o sonho de nossos clientes, criando estratégias financeiras seguras, transparentes e eficazes para alcançar liberdade…”

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 19, 202611-509 contacts →

Indirect evidence

“Não importa em que fase da vida você está, nossos profissionais estão preparados para entregar um serviço de Planejamento Financeiro de alto padrão para assegurar que você estará…”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 216 fractional cfp services agencies based in Brazil

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Fractional cfp services agencies based in Brazil at a glance

As of Sep 19, 2026
11.8%Verified-email coverage
10.9Average contacts per company
1-10Median size (employees)
31.5%Largest-city concentration · Sao Paulo
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
152
11-50
42
51-200
17
201-500
4
501-1,000
1

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 216 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among fractional cfp services agencies, 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 “fractional cfp services agencies”. 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 fractional cfp services agencies), 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 fractional cfp services agencies, 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, 278 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 19, 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.

Fractional cfp services agencies by metro

  • Fractional cfp services agencies in Sao Paulo68

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 fractional cfp services agencies, 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 fractional cfp services agencies are there based in Brazil?

RevenueBase identified 216 fractional cfp services agencies 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?

Wiser BTG Pactual, headquartered in Campinas, tops this list with the largest team on record.

Which city has the most fractional cfp services agencies?

Sao Paulo leads with 68 headquartered companies, followed by Belo Horizonte (15) and Rio De Janeiro (13).

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 278 verified decision-maker contacts tracked across these 216 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 19, 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.