Company lists · Data refreshed September 2026
Top 25 Investment consulting firms based in Brazil
RevenueBase identified 1,713 company matches for investment consulting firms associated with Brazil as of September 2026 and tracks 37,475 professional contacts across them, including 10,027 with verified work emails and 785 with mobile numbers. Sao Paulo is the largest hub.
This list covers company matches for investment consulting firms 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 September 26, 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.
The 25 largest investment consulting firms based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 10,838 contacts → | ||||
Exact match “Somos referência em investimentos.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 2 | 669 contacts → | ||||
Exact match “Somos uma instituição financeira sólida e diversificada, equipada para operar em um mercado em constante evolução.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 3 | 591 contacts → | ||||
Exact match “Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 4 | 581 contacts → | ||||
Exact match “A Portfel atua como consultoria financeira com consultores registrados na CVM, impedindo que haja conflito de interesses na prestação de serviços.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 5 | 530 contacts → | ||||
Exact match “Na Monte Bravo, nosso propósito é claro: construir um mercado de assessoria financeria melhor para fazer a diferença na vida das pessoas através do mercado financeiro.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 6 | 425 contacts → | ||||
Exact match “Surgimos para proporcionar aos brasileiros uma forma de investir que é transparente, sem conflito de interesses.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 7 | 302 contacts → | ||||
Exact match “A Bradesco Asset Management é uma das maiores gestoras de fundos do Brasil, com uma seleção completa de soluções que possibilita a diversificação de seus investimentos.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 8 | 267 contacts → | ||||
Exact match “Em 2006, iniciamos as atividades da XP Investimentos em São Paulo, ainda como Agente Autônomo de Investimentos, numa minúscula sala de 6m².” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 9 | 267 contacts → | ||||
Exact match “A Lifetime Investimentos atua no mercado financeiro desde 2011.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 10 | 265 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 11 | 264 contacts → | ||||
Exact match “Somos mais do que uma empresa de investimentos.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 12 | 221 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 · Sep 26, 2026 · View company records in RevenueBase | |||||
| 13 | 181 contacts → | ||||
Exact match “Com uma veia empreendedora e um histórico no mercado acionário brasileiro oriunda desde 1989, a Criteria foi fundada em 2014 buscando aprimorar o serviço de rentabilização e…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 14 | 180 contacts → | ||||
Exact match “A trajetória da Liberta começou em uma sala de aula com 30 alunos em Porto Alegre, e hoje somos um dos maiores escritórios credenciados à XP Investimentos no Brasil.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 15 | 171 contacts → | ||||
Exact match “A maior corretora independente do país.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 16 | 168 contacts → | ||||
Exact match “Somos uma assessoria financeira credenciada à XP Investimentos, com mais de R$ 12 bilhões sob custódia, dedicada a oferecer soluções patrimoniais alinhadas aos objetivos, momento…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 17 | 167 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 18 | 159 contacts → | ||||
Exact match “Criada em 2016, a One Investimentos é um dos maiores escritórios vinculados ao BTG Pactual – o maior banco de investimentos da América Latina.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 19 | 157 contacts → | ||||
Exact match “Escolher um bom caminho é tão importante quanto saber aonde se quer chegar.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 20 | 141 contacts → | ||||
Exact match “A 3A RIVA Investimentos é um dos principais escritórios de investimentos do Brasil, credenciado a XP Investimentos.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 21 | 140 contacts → | ||||
Exact match “Assessoria de Investimentos Personalizada Escritório credenciado à XP Investimentos + 9 Bi sob assessoria + clientes Sedes: Salvador - São Paulo - Recife - Botucatu - Aracaju” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 22 | 124 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 · Sep 26, 2026 · View company records in RevenueBase | |||||
| 23 | 121 contacts → | ||||
Exact match “Consulting Firm focuse on corporate restructuring, strategic planning and pos-merger integration.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
| 24 | 110 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 · Sep 26, 2026 · View company records in RevenueBase | |||||
| 25 | 101 contacts → | ||||
Exact match “A Monteverde é uma empresa de Assessoria de Investimentos credenciada à XP Investimentos, uma das maiores instituições financeiras do Brasil, que conta com a experiência de quem…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “investment consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 1,713 investment consulting firms based in Brazil
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Investment consulting firms based in Brazil at a glance
As of Sep 26, 2026Companies by employee count
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 28.0dCompany record updated
Median 77.0dHow 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 “investment consulting firms” 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 10,027 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 September 26, 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.
Investment consulting firms by metro
- Investment consulting firms in Sao Paulo662
- Investment consulting firms in Rio De Janeiro132
- Investment consulting firms in Porto Alegre66
- Investment consulting firms in Belo Horizonte62
- Investment consulting firms in Curitiba61
- Investment consulting firms in Campinas39
- Investment consulting firms in Barueri28
- Investment consulting firms in Recife25
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 “investment consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment consulting firms are there based in Brazil?
RevenueBase identified 1,713 company matches for investment consulting firms associated with Brazil as of September 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?
SAFRA tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most investment consulting firms?
Sao Paulo leads with 662 company records, followed by Rio De Janeiro (132) and Porto Alegre (66).
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 10,027 professional contacts with verified work emails tracked across these 1,713 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 September 26, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,713 investment consulting firms based in Brazil. Start with a free account, no credit card.
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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.
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Company intelligence · public preview
Top 25 investment consulting firms based in Brazil
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,713 matching company records for investment consulting firms based in Brazil, with 37,475 tracked contacts and 10,027 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 26, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment consulting firms based in Brazil
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  SAFRAsafra.com.brHQ: Sao Paulo, BrazilReported employees: 10001+ | Sao Paulo, Brazil | 10001+ | Exact match | 10,838 contacts → |
“Somos referência em investimentos.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  ASAasa.com.brHQ: São Paulo, BrazilReported employees: 501-1,000 | São Paulo, Brazil | 501-1,000 | Exact match | 669 contacts → |
“Somos uma instituição financeira sólida e diversificada, equipada para operar em um mercado em constante evolução.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Blue3 Investimentosblue3investimentos.com.brHQ: Ribeirão Preto, BrazilReported employees: 501-1,000 | Ribeirão Preto, Brazil | 501-1,000 | Exact match | 591 contacts → |
“Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Portfel Consultoria Financeiraportfel.com.brHQ: Barueri, BrazilReported employees: 201-500 | Barueri, Brazil | 201-500 | Exact match | 581 contacts → |
“A Portfel atua como consultoria financeira com consultores registrados na CVM, impedindo que haja conflito de interesses na prestação de serviços.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Monte Bravomontebravo.com.brHQ: Sao Paulo, BrazilReported employees: 501-1,000 | Sao Paulo, Brazil | 501-1,000 | Exact match | 530 contacts → |
“Na Monte Bravo, nosso propósito é claro: construir um mercado de assessoria financeria melhor para fazer a diferença na vida das pessoas através do mercado financeiro.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Warren Investimentoswarren.com.brHQ: Sao Paulo, BrazilReported employees: 501-1,000 | Sao Paulo, Brazil | 501-1,000 | Exact match | 425 contacts → |
“Surgimos para proporcionar aos brasileiros uma forma de investir que é transparente, sem conflito de interesses.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Bradesco Asset Managementbradescoasset.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 302 contacts → |
“A Bradesco Asset Management é uma das maiores gestoras de fundos do Brasil, com uma seleção completa de soluções que possibilita a diversificação de seus investimentos.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Alta Vista Investimentosaltavistainvest.com.brHQ: São Paulo, BrazilReported employees: 201-500 | São Paulo, Brazil | 201-500 | Exact match | 267 contacts → |
“Em 2006, iniciamos as atividades da XP Investimentos em São Paulo, ainda como Agente Autônomo de Investimentos, numa minúscula sala de 6m².” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Lifetime Investimentoslftm.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 267 contacts → |
“A Lifetime Investimentos atua no mercado financeiro desde 2011.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Wiser BTG Pactualsejawiser.com.brHQ: Campinas, BrazilReported employees: 201-500 | Campinas, Brazil | 201-500 | Exact match | 265 contacts → |
“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…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  FAZ Capitalfazcapital.com.brHQ: Porto Alegre, BrazilReported employees: 201-500 | Porto Alegre, Brazil | 201-500 | Exact match | 264 contacts → |
“Somos mais do que uma empresa de investimentos.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Necton Investimentosnecton.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 221 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Criteria Financial Groupcriteriafg.com.brHQ: São Paulo, BrazilReported employees: 201-500 | São Paulo, Brazil | 201-500 | Exact match | 181 contacts → |
“Com uma veia empreendedora e um histórico no mercado acionário brasileiro oriunda desde 1989, a Criteria foi fundada em 2014 buscando aprimorar o serviço de rentabilização e…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Liberta Investimentoslibertainvestimentos.com.brHQ: Porto Alegre, BrazilReported employees: 201-500 | Porto Alegre, Brazil | 201-500 | Exact match | 180 contacts → |
“A trajetória da Liberta começou em uma sala de aula com 30 alunos em Porto Alegre, e hoje somos um dos maiores escritórios credenciados à XP Investimentos no Brasil.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Nova Futura Investimentosnovafutura.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 171 contacts → |
“A maior corretora independente do país.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Veedhaveedha.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 168 contacts → |
“Somos uma assessoria financeira credenciada à XP Investimentos, com mais de R$ 12 bilhões sob custódia, dedicada a oferecer soluções patrimoniais alinhadas aos objetivos, momento…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  EWZ Capitalcapital.ewz.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 167 contacts → |
“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…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  ONE Investimentosinvestimentos.oneHQ: Nova Lima, BrazilReported employees: 51-200 | Nova Lima, Brazil | 51-200 | Exact match | 159 contacts → |
“Criada em 2016, a One Investimentos é um dos maiores escritórios vinculados ao BTG Pactual – o maior banco de investimentos da América Latina.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Guide Investimentosguide.com.brHQ: São Paulo, BrazilReported employees: 201-500 | São Paulo, Brazil | 201-500 | Exact match | 157 contacts → |
“Escolher um bom caminho é tão importante quanto saber aonde se quer chegar.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  3a Investimentos3ariva.com.brHQ: Belo Horizonte, BrazilReported employees: 201-500 | Belo Horizonte, Brazil | 201-500 | Exact match | 141 contacts → |
“A 3A RIVA Investimentos é um dos principais escritórios de investimentos do Brasil, credenciado a XP Investimentos.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  ACT Investimentosactinvestimentos.com.brHQ: Salvador, BrazilReported employees: 51-200 | Salvador, Brazil | 51-200 | Exact match | 140 contacts → |
“Assessoria de Investimentos Personalizada Escritório credenciado à XP Investimentos + 9 Bi sob assessoria + clientes Sedes: Salvador - São Paulo - Recife - Botucatu - Aracaju” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  VMB Investvmbinvest.com.brHQ: Niterói, BrazilReported employees: 51-200 | Niterói, Brazil | 51-200 | Exact match | 124 contacts → |
“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 description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Heartman House Consultoresheartman-house.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 121 contacts → |
“Consulting Firm focuse on corporate restructuring, strategic planning and pos-merger integration.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  RJ Investimentosrjmais.comHQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 110 contacts → |
“Agende uma reunião com o especialista e monte um plano para a conquista dos seus sonhos e objetivos pessoais.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Monteverde Investimentosmonteverdeinvestimentos.com.brHQ: Belo Horizonte, BrazilReported employees: 51-200 | Belo Horizonte, Brazil | 51-200 | Exact match | 101 contacts → |
“A Monteverde é uma empresa de Assessoria de Investimentos credenciada à XP Investimentos, uma das maiores instituições financeiras do Brasil, que conta com a experiência de quem…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,713 company matches
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Investment consulting firms: dataset insights
September 26, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
1,707 records in the displayed employee bands.
6 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 28.0dCompany record updated
Median 77.0dHow this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 26, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment consulting firms by metro
- Investment consulting firms in Sao Paulo662
- Investment consulting firms in Rio De Janeiro132
- Investment consulting firms in Porto Alegre66
- Investment consulting firms in Belo Horizonte62
- Investment consulting firms in Curitiba61
- Investment consulting firms in Campinas39
- Investment consulting firms in Barueri28
- Investment consulting firms in Recife25
Questions about this company list
What does Exact match mean for investment consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment consulting firms did RevenueBase find based in Brazil?
The saved snapshot records 1,713 matching company records, 37,475 tracked contacts and 10,027 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 26, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment consulting firms by geography
- Investment consulting firms based in the United States
- Investment consulting firms based in the United Kingdom
- Investment consulting firms based in France
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RevenueBase Data Team. Top 25 investment consulting firms based in Brazil. Snapshot: September 26, 2026. https://revenuebase.ai/companies/investment-consulting-firms/brazil.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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Company intelligence · public preview
Top 25 investment consulting firms based in Brazil
RevenueBase records 1,713 matching company records for investment consulting firms based in Brazil, with 37,475 tracked contacts and 10,027 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 26, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment consulting firms based in Brazil
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | SAFRAsafra.com.br HQ: Sao Paulo, BrazilReported employees: 10001+ | Sao Paulo, Brazil | 10001+ | Exact match | 10,838 contacts → |
“Somos referência em investimentos.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | ASAasa.com.br HQ: São Paulo, BrazilReported employees: 501-1,000 | São Paulo, Brazil | 501-1,000 | Exact match | 669 contacts → |
“Somos uma instituição financeira sólida e diversificada, equipada para operar em um mercado em constante evolução.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Blue3 Investimentosblue3investimentos.com.br HQ: Ribeirão Preto, BrazilReported employees: 501-1,000 | Ribeirão Preto, Brazil | 501-1,000 | Exact match | 591 contacts → |
“Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Portfel Consultoria Financeiraportfel.com.br HQ: Barueri, BrazilReported employees: 201-500 | Barueri, Brazil | 201-500 | Exact match | 581 contacts → |
“A Portfel atua como consultoria financeira com consultores registrados na CVM, impedindo que haja conflito de interesses na prestação de serviços.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Monte Bravomontebravo.com.br HQ: Sao Paulo, BrazilReported employees: 501-1,000 | Sao Paulo, Brazil | 501-1,000 | Exact match | 530 contacts → |
“Na Monte Bravo, nosso propósito é claro: construir um mercado de assessoria financeria melhor para fazer a diferença na vida das pessoas através do mercado financeiro.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Warren Investimentoswarren.com.br HQ: Sao Paulo, BrazilReported employees: 501-1,000 | Sao Paulo, Brazil | 501-1,000 | Exact match | 425 contacts → |
“Surgimos para proporcionar aos brasileiros uma forma de investir que é transparente, sem conflito de interesses.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Bradesco Asset Managementbradescoasset.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 302 contacts → |
“A Bradesco Asset Management é uma das maiores gestoras de fundos do Brasil, com uma seleção completa de soluções que possibilita a diversificação de seus investimentos.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Alta Vista Investimentosaltavistainvest.com.br HQ: São Paulo, BrazilReported employees: 201-500 | São Paulo, Brazil | 201-500 | Exact match | 267 contacts → |
“Em 2006, iniciamos as atividades da XP Investimentos em São Paulo, ainda como Agente Autônomo de Investimentos, numa minúscula sala de 6m².” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Lifetime Investimentoslftm.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 267 contacts → |
“A Lifetime Investimentos atua no mercado financeiro desde 2011.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Wiser BTG Pactualsejawiser.com.br HQ: Campinas, BrazilReported employees: 201-500 | Campinas, Brazil | 201-500 | Exact match | 265 contacts → |
“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…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | FAZ Capitalfazcapital.com.br HQ: Porto Alegre, BrazilReported employees: 201-500 | Porto Alegre, Brazil | 201-500 | Exact match | 264 contacts → |
“Somos mais do que uma empresa de investimentos.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Necton Investimentosnecton.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 221 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Criteria Financial Groupcriteriafg.com.br HQ: São Paulo, BrazilReported employees: 201-500 | São Paulo, Brazil | 201-500 | Exact match | 181 contacts → |
“Com uma veia empreendedora e um histórico no mercado acionário brasileiro oriunda desde 1989, a Criteria foi fundada em 2014 buscando aprimorar o serviço de rentabilização e…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Liberta Investimentoslibertainvestimentos.com.br HQ: Porto Alegre, BrazilReported employees: 201-500 | Porto Alegre, Brazil | 201-500 | Exact match | 180 contacts → |
“A trajetória da Liberta começou em uma sala de aula com 30 alunos em Porto Alegre, e hoje somos um dos maiores escritórios credenciados à XP Investimentos no Brasil.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Nova Futura Investimentosnovafutura.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 171 contacts → |
“A maior corretora independente do país.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Veedhaveedha.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 168 contacts → |
“Somos uma assessoria financeira credenciada à XP Investimentos, com mais de R$ 12 bilhões sob custódia, dedicada a oferecer soluções patrimoniais alinhadas aos objetivos, momento…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | EWZ Capitalcapital.ewz.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 167 contacts → |
“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…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | ONE Investimentosinvestimentos.one HQ: Nova Lima, BrazilReported employees: 51-200 | Nova Lima, Brazil | 51-200 | Exact match | 159 contacts → |
“Criada em 2016, a One Investimentos é um dos maiores escritórios vinculados ao BTG Pactual – o maior banco de investimentos da América Latina.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Guide Investimentosguide.com.br HQ: São Paulo, BrazilReported employees: 201-500 | São Paulo, Brazil | 201-500 | Exact match | 157 contacts → |
“Escolher um bom caminho é tão importante quanto saber aonde se quer chegar.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | 3a Investimentos3ariva.com.br HQ: Belo Horizonte, BrazilReported employees: 201-500 | Belo Horizonte, Brazil | 201-500 | Exact match | 141 contacts → |
“A 3A RIVA Investimentos é um dos principais escritórios de investimentos do Brasil, credenciado a XP Investimentos.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | ACT Investimentosactinvestimentos.com.br HQ: Salvador, BrazilReported employees: 51-200 | Salvador, Brazil | 51-200 | Exact match | 140 contacts → |
“Assessoria de Investimentos Personalizada Escritório credenciado à XP Investimentos + 9 Bi sob assessoria + clientes Sedes: Salvador - São Paulo - Recife - Botucatu - Aracaju” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | VMB Investvmbinvest.com.br HQ: Niterói, BrazilReported employees: 51-200 | Niterói, Brazil | 51-200 | Exact match | 124 contacts → |
“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 description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Heartman House Consultoresheartman-house.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 121 contacts → |
“Consulting Firm focuse on corporate restructuring, strategic planning and pos-merger integration.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | RJ Investimentosrjmais.com HQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 110 contacts → |
“Agende uma reunião com o especialista e monte um plano para a conquista dos seus sonhos e objetivos pessoais.” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Monteverde Investimentosmonteverdeinvestimentos.com.br HQ: Belo Horizonte, BrazilReported employees: 51-200 | Belo Horizonte, Brazil | 51-200 | Exact match | 101 contacts → |
“A Monteverde é uma empresa de Assessoria de Investimentos credenciada à XP Investimentos, uma das maiores instituições financeiras do Brasil, que conta com a experiência de quem…” Recorded description excerpt · September 26, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,713 company matches
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Investment consulting firms: dataset insights
September 26, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
1,707 records in the displayed employee bands.
6 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 28.0dCompany record updated
Median 77.0dHow this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 26, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment consulting firms by metro
- Investment consulting firms in Sao Paulo662
- Investment consulting firms in Rio De Janeiro132
- Investment consulting firms in Porto Alegre66
- Investment consulting firms in Belo Horizonte62
- Investment consulting firms in Curitiba61
- Investment consulting firms in Campinas39
- Investment consulting firms in Barueri28
- Investment consulting firms in Recife25
Questions about this company list
What does Exact match mean for investment consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment consulting firms did RevenueBase find based in Brazil?
The saved snapshot records 1,713 matching company records, 37,475 tracked contacts and 10,027 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 26, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment consulting firms by geography
- Investment consulting firms based in the United States
- Investment consulting firms based in the United Kingdom
- Investment consulting firms based in France
- Investment consulting firms based in Australia
- Investment consulting firms based in Canada
- Investment consulting firms based in Germany
- Investment consulting firms based in Switzerland
- Investment consulting firms based in South Africa
- Investment consulting firms based in Spain
- Investment consulting firms based in the Netherlands
- Investment consulting firms based in Mexico
- Investment consulting firms based in Italy
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 investment consulting firms based in Brazil. Snapshot: September 26, 2026. https://revenuebase.ai/companies/investment-consulting-firms/brazil.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment consulting firms based in the United States
- Investment consulting firms based in the United Kingdom
- Investment consulting firms based in France
- Investment consulting firms based in Australia
- Investment consulting firms based in Canada
- Investment consulting firms based in Germany