Company lists · Data refreshed November 2026

Top 25 Hybrid advisor platforms based in Brazil

RevenueBase identified 140 company matches for hybrid advisor platforms associated with Brazil as of November 2026 and tracks 2,736 professional contacts across them, including 650 with verified work emails. Sao Paulo is the largest hub.

This list covers company matches for hybrid advisor 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
140Companies
2,736Contacts tracked
650Verified emails
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The 25 largest hybrid advisor platforms based in Brazil

Ranked by team size
Top 25 of 140 company matches for hybrid advisor 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 matchSão Paulo, BrazilHQ recorded Nov 5, 202651-200251 contacts →

Exact match

“Nascemos da fusão da BRA, BS/ e R5, três empresas com o propósito único de criar relações sólidas com cada cliente e mostrar ao mundo uma visão honesta sobre os investimentos.”

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 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
5Exact matchSao Bernardo Do Campo, BrazilHQ recorded Nov 5, 202651-20098 contacts →

Exact match

“Em 2017, tivemos uma ideia.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
6Exact 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
7Exact matchBagé, BrazilHQ recorded Nov 5, 202611-5077 contacts →

Exact match

“A GB Investimentos é um escritório credenciado à XP Investimentos desde 2008.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
8Exact matchFlorianópolis, BrazilHQ recorded Nov 5, 202651-20068 contacts →

Exact match

“De A a Z, para Advisors e Wealth Managers.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
9Exact matchRio De Janeiro, BrazilHQ recorded Nov 5, 202611-5050 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 · 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, 202651-20048 contacts →

Exact match

“A Alocc é uma empresa especializada em gestão patrimonial, reconhecida no mercado por sua atuação sólida e responsável.”

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, 202651-20038 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
16Exact matchSão Caetano Do Sul, BrazilHQ recorded Nov 5, 202611-5032 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
17Exact matchIpatinga, BrazilHQ recorded Nov 5, 202651-20030 contacts →

Exact match

“Somos um dos primeiros escritórios credenciados XP Investimentos.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
18Exact matchSão Paulo, BrazilHQ recorded Nov 5, 202611-5029 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
19Exact matchSão Paulo, BrazilHQ recorded Nov 5, 202611-5027 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
20Exact 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
21Exact matchSao Paulo, BrazilHQ recorded Nov 5, 202611-5026 contacts →

Exact match

“A Collar Capital é um escritório credenciado pela XP Investimentos.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
22Exact matchGoiânia, BrazilHQ recorded Nov 5, 202611-5024 contacts →

Exact match

“Somos a Aventos, uma assessoria que caminha lado a lado com os objetivos dos nossos clientes.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
23Exact matchRio De Janeiro, BrazilHQ recorded Nov 5, 202611-5022 contacts →

Exact match

“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$2 bilhões sob assessoria na XP…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
24Exact matchNovo Hamburgo, BrazilHQ recorded Nov 5, 202611-5020 contacts →

Exact match

“Somos a Valle Investimentos, escritório credenciado a XP Investimentos com mais de R$1,5 bilhão assessorados.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
25Exact matchSao Paulo, BrazilHQ recorded Nov 5, 202611-5020 contacts →

Exact match

“Conectamos planejadores financeiros com clientes usando tecnologia.”

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

Showing 25 of 140 hybrid advisor platforms based in Brazil

See the full list, filter by size, metro and specialty, and access 650 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Hybrid advisor platforms based in Brazil at a glance

As of Nov 5, 2026
23.8%Verified-email coverage
19.5Average contacts per company
1-10Median size (employees)
35.0%Largest-city concentration · Sao Paulo
Nov 5, 2026Page data refreshed

Companies by employee count

1-10
76
11-50
42
51-200
18
201-500
4

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 140 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 “hybrid advisor 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 650 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.

Hybrid advisor 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 “hybrid advisor platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many hybrid advisor platforms are there based in Brazil?

RevenueBase identified 140 company matches for hybrid advisor 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?

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

Which city has the most hybrid advisor platforms?

Sao Paulo leads with 49 company records, followed by Rio De Janeiro (11) and Porto Alegre (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 650 professional contacts with verified work emails tracked across these 140 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.