Company lists · Data refreshed September 2026

Top 21 Investment advisory platforms based in Rio De Janeiro, Brazil

Name: Investment advisory platforms based in Rio De Janeiro, Brazil
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 45 companies tracked

RevenueBase identified 45 investment advisory platforms headquartered in Rio De Janeiro, Brazil as of September 2026 and tracks 2,398 professional contacts across them, including 214 with verified work emails. Sao Paulo is the largest hub.

This list covers investment advisory platforms headquartered in Rio De Janeiro, Brazil, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

45Companies

2,398Contacts tracked

214Verified emails

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The 21 largest investment advisory platforms based in Rio De Janeiro, Brazil

Ranked by team size

Top 21 of 45 investment advisory platforms based in Rio De Janeiro, Brazil, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Investidor10Indirect evidence	Rio De Janeiro, BrazilHQ checked Sep 4, 2026	11-50	40
	“O Investidor10 democratiza o mundo dos investimentos para pessoas físicas com uma plataforma completa e recursos exclusivos, permitindo que alcancem seus objetivos financeiros.” Source: company website · checked Sep 4, 2026
2	DBV CapitalIndirect evidence	Rio De Janeiro, BrazilHQ checked Sep 4, 2026	11-50	35
	“Atendendo a necessidade de assessorar o brasileiro em seus investimentos de forma completa, personalizada e profissional, a DBV Capital alia ética, conhecimento e comprometimento…” Source: company website · checked Sep 4, 2026
3	Nikos InvestimentosIndirect evidence	Rio De Janeiro, BrazilHQ checked Sep 4, 2026	51-200	33
	“Com uma experiência sólida no mercado financeiro e de capitais, detemos uma tecnologia de ponta que permite a nossos parceiros oferecer aos seus clientes acesso de maneira…” Source: company website · checked Sep 4, 2026
4	Linq InvestimentosIndirect evidence	Rio De Janeiro, BrazilHQ checked Sep 4, 2026	11-50	20
	“Nascemos do desejo de fazer a diferença no mercado financeiro.” Source: company website · checked Sep 4, 2026
5	WAY InvestimentosIndirect evidence	Rio De Janeiro, BrazilHQ checked Sep 4, 2026	11-50	19
	“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: company website · checked Sep 4, 2026
6	Maclaude Investimentos XP InvestimentosIndirect evidence	Rio De Janeiro, BrazilHQ checked Sep 4, 2026	11-50	16
	“A Maclaude é uma assessoria de investimentos credenciada à XP Investimentos, dedicada a oferecer um acompanhamento próximo, técnico e personalizado para clientes que desejam…” Source: company website · checked Sep 4, 2026
7	Platinum InvestimentosIndirect evidence	Rio De Janeiro, BrazilHQ checked Sep 4, 2026	11-50	15
	“A Platinum Investimentos surgiu com a proposta de atender atuais e futuros investidores do Mercado de capitais.” Source: company website · checked Sep 4, 2026
8	Orla InvestimentosIndirect evidence	Rio De Janeiro, BrazilHQ checked Sep 4, 2026	1-10	14
	“Assessoria de Investimentos da Necton - Uma empresa BTG Pactual.” Source: company website · checked Sep 4, 2026
9	Portal DO InvestimentoIndirect evidence	Rio De Janeiro, BrazilHQ checked Sep 4, 2026	1-10	14
	“O mercado é dinâmico.” Source: company website · checked Sep 4, 2026
10	Assessoria AO QuadradoIndirect evidence	Rio De Janeiro, BrazilHQ checked Sep 4, 2026	11-50	13
	“A Assessoria ao Quadrado se destaca como uma empresa de assessoria de investimentos, oferecendo soluções personalizadas centradas no cliente e destacando-se por sua abordagem ágil.” Source: company website · checked Sep 4, 2026
11	Níkn AdvisoryIndirect evidence	Rio De Janeiro, BrazilHQ checked Sep 4, 2026	11-50	12
	“Serviços Financeiros” Source: company website · checked Sep 4, 2026
12	Rota InvestimentosPartial evidence	Rio De Janeiro, BrazilHQ checked Sep 4, 2026	11-50	12
	“Rota" is a metaphor for environment of investment.” Source: company website · checked Sep 4, 2026
13	DUX CapitalIndirect evidence	Rio De Janeiro, BrazilHQ checked Sep 4, 2026	1-10	8
	“A Dux Capital é uma empresa de assessoria de investimentos, credenciado junto à XP Corretora.” Source: company website · checked Sep 4, 2026
14	Savvy InvestmentsPartial evidence	Rio De Janeiro, BrazilHQ checked Sep 4, 2026	1-10	8
	“Savvy Investments was founded in 2018 to segregate the investment management business from our insurance services practice started in with Savvy Insurance.” Source: company website · checked Sep 4, 2026
15	Avanti InvestimentosIndirect evidence	Rio De Janeiro, BrazilHQ checked Sep 4, 2026	11-50	7
	“Direcionada para pessoas físicas de alta renda e pessoas jurídicas, a área de Assessoria Financeira é uma das principais áreas do Grupo Avanti.” Source: company website · checked Sep 4, 2026
16	Criteria SegurosIndirect evidence	Rio De Janeiro, BrazilHQ checked Sep 4, 2026	51-200	7
	“Somos uma plataforma de planejamento financeiro que monitora, filtra e seleciona, criteriosamente, as melhores soluções dos mercados financeiro e securitário, com o objetivo de…” Source: company website · checked Sep 4, 2026
17	GPA CapitalIndirect evidence	Rio De Janeiro, BrazilHQ checked Sep 4, 2026	1-10	5
	“Somos a GPA Capital, assessoria de investimento formada por profissionais altamente experientes, com décadas de atuação no mercado financeiro.” Source: company website · checked Sep 4, 2026
18	Taggart CapitalIndirect evidence	Rio De Janeiro, BrazilHQ checked Sep 4, 2026	1-10	4
	“Somos um agente autônomo de investimentos credenciados à XP Investimentos, independente e imparcial, com acesso a gestores selecionados por uma rigorosa avaliação qualitativa e…” Source: company website · checked Sep 4, 2026
19	Meta InvestimentosIndirect evidence	Rio De Janeiro, BrazilHQ checked Sep 4, 2026	1-10	4
	“Assessoria de Investimentos” Source: company website · checked Sep 4, 2026
20	Monetae InvestimentosIndirect evidence	Rio De Janeiro, BrazilHQ checked Sep 4, 2026	1-10	2
	“A Monetae é empresa registrada e autorizada pela CVM como agente autônomo de investimentos atuando na distribuição de diversos produtos de investimentos através de um serviço…” Source: company website · checked Sep 4, 2026
21	Salus InvestimentosIndirect evidence	Rio De Janeiro, BrazilHQ checked Sep 4, 2026	1-10	1
	“O nosso propósito é cuidar da saúde financeira de nossos clientes, com transparência, ética, respeito e segurança em tudo que fazemos, facilitando o acesso aos melhores…” Source: company website · checked Sep 4, 2026

Showing 21 of 45 investment advisory platforms based in Rio De Janeiro, Brazil

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Investment advisory platforms based in Rio De Janeiro, Brazil at a glance

As of Sep 4, 2026

11-50Median size (employees)

Sao PauloLargest hub · 173 HQs

Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole Brazil list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Rio De Janeiro, over 45 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 investment advisory platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Rio De Janeiro, Brazil whose own description of what they do matches “investment advisory platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment advisory platforms, and records with no verified work email. Companies headquartered outside Rio De Janeiro are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 214 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 4, 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.

Investment advisory platforms by metro in Brazil

Investment advisory platforms in Sao Paulo173
Investment advisory platforms in Rio De Janeiro45
Investment advisory platforms in Porto Alegre27

Frequently asked

How many investment advisory platforms are there based in Rio De Janeiro, Brazil?

RevenueBase identified 45 investment advisory platforms headquartered in Rio De Janeiro, 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?

Investidor10, headquartered in Rio De Janeiro, tops this list with the largest team on record.

Which city has the most investment advisory platforms?

Sao Paulo leads with 173 headquartered companies, followed by Rio De Janeiro (45) and Porto Alegre (27).

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 214 verified decision-maker contacts tracked across these 45 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 4, 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.