Company lists · Data refreshed November 2026

Top 25 Goals-based investing platforms based in Brazil

RevenueBase identified 157 company matches for goals-based investing platforms associated with Brazil as of November 2026 and tracks 4,643 professional contacts across them, including 594 with verified work emails. Sao Paulo is the largest hub.

This list covers company matches for goals-based investing 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 November 5, 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 Nov 5, 2026 How this list was built
157Companies
4,643Contacts tracked
594Verified emails
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The 25 largest goals-based investing platforms based in Brazil

Ranked by team size
Top 25 of 157 company matches for goals-based investing platforms based in Brazil, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 5, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchBarueri, BrazilHQ recorded Nov 5, 2026n/a329 contacts →

Exact match

“We believe that everyone can be a friend to his or her own money.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
2Exact matchSao Paulo, BrazilHQ recorded Nov 5, 2026201-500231 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 · Nov 5, 2026 · View company records in RevenueBase
3Exact matchSao Paulo, BrazilHQ recorded Nov 5, 202651-200182 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 · Nov 5, 2026 · View company records in RevenueBase
4Exact matchNiterói, BrazilHQ recorded Nov 5, 202651-200147 contacts →

Exact match

“Somos uma empresa que acredita que todo sonho é possível e, com as pessoas certas ao seu lado, você consegue chegar muito mais rápido!”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
5Exact matchSão Paulo, BrazilHQ recorded Nov 5, 2026201-500145 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
6Exact matchRio De Janeiro, BrazilHQ recorded Nov 5, 202651-200116 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 · Nov 5, 2026 · View company records in RevenueBase
7Exact matchSao Paulo, BrazilHQ recorded Nov 5, 202651-20094 contacts →

Exact match

“Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
8Exact matchSão Paulo, BrazilHQ recorded Nov 5, 202651-20090 contacts →

Exact match

“O AGF tem como objetivo simplificar e democratizar a jornada do investidor rumo à independência financeira.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
9Exact matchSão Paulo, BrazilHQ recorded Nov 5, 202651-20050 contacts →

Exact match

“Os outros falam sobre investimentos, nós falamos sobre: VOCÊ.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
10Exact matchSao Paulo, BrazilHQ recorded Nov 5, 202651-20050 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 · Nov 5, 2026 · View company records in RevenueBase
11Exact matchRio De Janeiro, BrazilHQ recorded Nov 5, 202611-5045 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 · Nov 5, 2026 · View company records in RevenueBase
12Exact matchSao Paulo, BrazilHQ recorded Nov 5, 202651-20044 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 · Nov 5, 2026 · View company records in RevenueBase
13Exact matchNiterói, BrazilHQ recorded Nov 5, 202611-5043 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 · Nov 5, 2026 · View company records in RevenueBase
14Exact matchCuritiba, BrazilHQ recorded Nov 5, 202651-20043 contacts →

Exact match

“Somos a InvestFlow Investimentos!”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
15Exact matchSao Paulo, BrazilHQ recorded Nov 5, 202611-5034 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 · Nov 5, 2026 · View company records in RevenueBase
16Exact matchSão Paulo, BrazilHQ recorded Nov 5, 20261-1026 contacts →

Exact match

“A Kronor é um escritório de agentes autônomos de investimentos credenciado à XP Investimentos.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
17Exact matchNiterói, BrazilHQ recorded Nov 5, 202611-5026 contacts →

Exact match

“Liberdade, Fraternidade e Rentabilidade.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
18Exact matchSão Paulo, BrazilHQ recorded Nov 5, 20261-1026 contacts →

Exact match

“A Boa Brasil Capital nasceu de um setor incrível que tanto ajuda a tracionar nosso país.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
19Exact matchSao Paulo, BrazilHQ recorded Nov 5, 202611-5023 contacts →

Exact match

“A Guru Investimentos é uma fintech que foi fundada a partir de uma ideia simples: transformar investimentos em algo mais fácil para todos.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
20Exact matchBrasília, BrazilHQ recorded Nov 5, 20261-1021 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
21Exact matchSao Paulo, BrazilHQ recorded Nov 5, 2026201-50021 contacts →

Exact match

“A gente nunca pensou que a quantidade de informação seria um obstáculo para escolher como investir.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
22Exact matchRio De Janeiro, BrazilHQ recorded Nov 5, 202611-5021 contacts →

Exact match

“Nascemos do desejo de fazer a diferença no mercado financeiro.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
23Exact matchSão Paulo, BrazilHQ recorded Nov 5, 202611-5019 contacts →

Exact match

“A Integra Invest nasceu da união de 04 profissionais com vasta experiência adquirida nas melhores instituições financeiras: Itaú, Safra, Bradesco e BNP Paribas, que atuavam como…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
24Exact matchSão Paulo, BrazilHQ recorded Nov 5, 202611-5018 contacts →

Exact match

“Mais que especialistas em investimentos.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
25Exact matchSão Paulo, BrazilHQ recorded Nov 5, 202611-5018 contacts →

Exact match

“A Hold Investimentos oferece soluções personalizadas em investimentos aos seus clientes, analisando o perfil de cada investidor e oferecendo produtos que estejam de acordo com…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase

Showing 25 of 157 goals-based investing platforms based in Brazil

See the full list, filter by size, metro and specialty, and access 594 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Goals-based investing platforms based in Brazil at a glance

As of Nov 5, 2026
12.8%Verified-email coverage
29.6Average contacts per company
1-10Median size (employees)
38.9%Largest-city concentration · Sao Paulo
Nov 5, 2026Page data refreshed

Companies by employee count

1-10
78
11-50
55
51-200
15
201-500
7
1,001-5,000
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 157 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 “goals-based investing 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 594 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 November 5, 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.

Goals-based investing 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 “goals-based investing platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many goals-based investing platforms are there based in Brazil?

RevenueBase identified 157 company matches for goals-based investing platforms associated with Brazil as of November 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?

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

Which city has the most goals-based investing platforms?

Sao Paulo leads with 61 company records, followed by Rio De Janeiro (12) and Campinas (6).

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 594 professional contacts with verified work emails tracked across these 157 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 November 5, 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.