Company lists · Data refreshed September 2026

Top 22 Investment advisory platforms based in Sao Paulo, Brazil

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

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 173 companies tracked

RevenueBase identified 173 investment advisory platforms headquartered in Sao Paulo, Brazil as of September 2026 and tracks 3,363 professional contacts across them, including 892 with verified work emails. Sao Paulo is the largest hub.

This list covers investment advisory platforms headquartered in Sao Paulo, 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

173Companies

3,363Contacts tracked

892Verified emails

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The 22 largest investment advisory platforms based in Sao Paulo, Brazil

Ranked by team size

Top 22 of 173 investment advisory platforms based in Sao Paulo, 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	Lifetime InvestimentosIndirect evidence	Sao Paulo, BrazilHQ checked Sep 4, 2026	201-500	264
	“A Lifetime Investimentos atua no mercado financeiro desde 2011.” Source: company website · checked Sep 4, 2026
2	Necton InvestimentosIndirect evidence	Sao Paulo, BrazilHQ checked Sep 4, 2026	201-500	224
	“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Source: company website · checked Sep 4, 2026
3	Nova Futura InvestimentosIndirect evidence	Sao Paulo, BrazilHQ checked Sep 4, 2026	201-500	171
	“A maior corretora independente do país.” Source: company website · checked Sep 4, 2026
4	EWZ CapitalIndirect evidence	Sao Paulo, BrazilHQ checked Sep 4, 2026	51-200	169
	“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…” Source: company website · checked Sep 4, 2026
5	rico.com.vcIndirect evidence	Sao Paulo, BrazilHQ checked Sep 4, 2026	51-200	169
	“Criada em 2011, a Rico é uma corretora de investimentos 100% online e voltada à pessoa física.” Source: company website · checked Sep 4, 2026
6	Clear CorretoraIndirect evidence	Sao Paulo, BrazilHQ checked Sep 4, 2026	1,001-5,000	109
	“Somos uma marca da XP Inc.” Source: company website · checked Sep 4, 2026
7	Quark InvestimentosIndirect evidence	Sao Paulo, BrazilHQ checked Sep 4, 2026	51-200	92
	“Quark Investimentos \| Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Source: company website · checked Sep 4, 2026
8	K3 Investimentos & CorporateIndirect evidence	Sao Paulo, BrazilHQ checked Sep 4, 2026	11-50	50
	“O primeiro escritório a nascer Corporate & Private como um Agente Autônomo de Investimentos Credenciado XP Investimentos A K3 Investimentos nasceu para dar ao brasileiro autonomia…” Source: company website · checked Sep 4, 2026
9	Ihub InvestimentosIndirect evidence	Sao Paulo, BrazilHQ checked Sep 4, 2026	51-200	50
	“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: company website · checked Sep 4, 2026
10	Gamma Capital XPIndirect evidence	Sao Paulo, BrazilHQ checked Sep 4, 2026	11-50	50
	“Somos um escritório de investimentos credenciado a XP Investimentos.” Source: company website · checked Sep 4, 2026
11	O2 CapitalIndirect evidence	Sao Paulo, BrazilHQ checked Sep 4, 2026	51-200	48
	“Os outros falam sobre investimentos, nós falamos sobre: VOCÊ.” Source: company website · checked Sep 4, 2026
12	Collar CapitalIndirect evidence	Sao Paulo, BrazilHQ checked Sep 4, 2026	11-50	47
	“A Collar Capital é um escritório credenciado pela XP Investimentos.” Source: company website · checked Sep 4, 2026
13	Agnus InvestimentosIndirect evidence	Sao Paulo, BrazilHQ checked Sep 4, 2026	51-200	46
	“A Agnus Investimentos é um escritório de Agente Autônomo de Investimento credenciado à XP Investimentos, focada em cliente do segmento alta renda, trazendo atendimento customizado…” Source: company website · checked Sep 4, 2026
14	Delta Investor Assessoria DE InvestimentosIndirect evidence	Sao Paulo, BrazilHQ checked Sep 4, 2026	51-200	43
	“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.” Source: company website · checked Sep 4, 2026
15	The Hill CapitalIndirect evidence	Sao Paulo, BrazilHQ checked Sep 4, 2026	11-50	42
	“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: company website · checked Sep 4, 2026
16	WV InvestimentosIndirect evidence	Sao Paulo, BrazilHQ checked Sep 4, 2026	11-50	40
	“Somos a WV Investimentos, empresa de assessoria credenciada da XP Investimentos, que nasce quando exemplares funcionários de um banco público, se unem com o mesmo propósito…” Source: company website · checked Sep 4, 2026
17	Ômega InvestIndirect evidence	Sao Paulo, BrazilHQ checked Sep 4, 2026	11-50	30
	“A Ômega Invest é um escritório de investimentos afiliado a XP Investimentos.” Source: company website · checked Sep 4, 2026
18	Krone CapitalIndirect evidence	Sao Paulo, BrazilHQ checked Sep 4, 2026	11-50	29
	“A Krone Capital nasceu motivada pela busca por personalização no atendimento, conscientização sobre a educação financeira e disseminação da cultura de investimentos no país.” Source: company website · checked Sep 4, 2026
19	Kronor Capital InvestimentosIndirect evidence	Sao Paulo, BrazilHQ checked Sep 4, 2026	1-10	25
	“A Kronor é um escritório de agentes autônomos de investimentos credenciado à XP Investimentos.” Source: company website · checked Sep 4, 2026
20	FMB InvestimentosIndirect evidence	Sao Paulo, BrazilHQ checked Sep 4, 2026	11-50	25
	“Somos um Assessoria Referência em Alta Renda com soluções para PF e PJ.” Source: company website · checked Sep 4, 2026
21	MEU VistaIndirect evidence	Sao Paulo, BrazilHQ checked Sep 4, 2026	11-50	23
	“Conectamos planejadores financeiros com clientes usando tecnologia.” Source: company website · checked Sep 4, 2026
22	Hold InvestimentosIndirect evidence	Sao Paulo, BrazilHQ checked Sep 4, 2026	11-50	22
	“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…” Source: company website · checked Sep 4, 2026

Showing 22 of 173 investment advisory platforms based in Sao Paulo, Brazil

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Investment advisory platforms based in Sao Paulo, 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 Sao Paulo, over 173 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 Sao Paulo, 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 Sao Paulo 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, 892 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 Sao Paulo, Brazil?

RevenueBase identified 173 investment advisory platforms headquartered in Sao Paulo, 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?

Lifetime Investimentos, headquartered in Sao Paulo, 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 892 verified decision-maker contacts tracked across these 173 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.