Company lists · Data refreshed September 2026

Top 25 Investment consulting firms based in Brazil

Name: Investment consulting firms based in Brazil
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 26, 2026 1,713 companies tracked

RevenueBase identified 1,713 investment consulting firms headquartered in 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 investment consulting firms headquartered in 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 26, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 RevenueBase Smart Search rating on every row Refreshed Sep 26, 2026 86% judged on-target in blind review

1,713Companies

37,475Contacts tracked

10,027Verified emails

785Mobile numbers

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The 25 largest investment consulting firms based in Brazil

Ranked by team size

Top 25 of 1,713 investment consulting firms based in Brazil, ranked by team size, largest first. Data refreshed Sep 26, 2026. RevenueBase Smart Search rates how each company's information relates to investment consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	SAFRA	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 26, 2026	10001+	10,838 contacts →
	Indirect evidence “Somos referência em investimentos.” Source: RevenueBase Database · checked Sep 26, 2026
2	ASA	Indirect evidence	São Paulo, BrazilHQ checked Sep 26, 2026	501-1,000	669 contacts →
	Indirect evidence “Somos uma instituição financeira sólida e diversificada, equipada para operar em um mercado em constante evolução.” Source: RevenueBase Database · checked Sep 26, 2026
3	Blue3 Investimentos	Indirect evidence	Ribeirão Preto, BrazilHQ checked Sep 26, 2026	501-1,000	591 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 26, 2026
4	Portfel Consultoria Financeira	Indirect evidence	Barueri, BrazilHQ checked Sep 26, 2026	201-500	581 contacts →
	Indirect evidence “A Portfel atua como consultoria financeira com consultores registrados na CVM, impedindo que haja conflito de interesses na prestação de serviços.” Source: RevenueBase Database · checked Sep 26, 2026
5	Monte Bravo	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 26, 2026	501-1,000	530 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 26, 2026
6	Warren Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 26, 2026	501-1,000	425 contacts →
	Indirect evidence “Surgimos para proporcionar aos brasileiros uma forma de investir que é transparente, sem conflito de interesses.” Source: RevenueBase Database · checked Sep 26, 2026
7	Bradesco Asset Management	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 26, 2026	201-500	302 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 26, 2026
8	Alta Vista Investimentos	Indirect evidence	São Paulo, BrazilHQ checked Sep 26, 2026	201-500	267 contacts →
	Indirect evidence “Em 2006, iniciamos as atividades da XP Investimentos em São Paulo, ainda como Agente Autônomo de Investimentos, numa minúscula sala de 6m².” Source: RevenueBase Database · checked Sep 26, 2026
9	Lifetime Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 26, 2026	201-500	267 contacts →
	Indirect evidence “A Lifetime Investimentos atua no mercado financeiro desde 2011.” Source: RevenueBase Database · checked Sep 26, 2026
10	Wiser BTG Pactual	Indirect evidence	Campinas, BrazilHQ checked Sep 26, 2026	201-500	265 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 26, 2026
11	FAZ Capital	Indirect evidence	Porto Alegre, BrazilHQ checked Sep 26, 2026	201-500	264 contacts →
	Indirect evidence “Somos mais do que uma empresa de investimentos.” Source: RevenueBase Database · checked Sep 26, 2026
12	Necton Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 26, 2026	201-500	221 contacts →
	Indirect evidence “Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Source: RevenueBase Database · checked Sep 26, 2026
13	Criteria Financial Group	Indirect evidence	São Paulo, BrazilHQ checked Sep 26, 2026	201-500	181 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 26, 2026
14	Liberta Investimentos	Indirect evidence	Porto Alegre, BrazilHQ checked Sep 26, 2026	201-500	180 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 26, 2026
15	Nova Futura Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 26, 2026	201-500	171 contacts →
	Indirect evidence “A maior corretora independente do país.” Source: RevenueBase Database · checked Sep 26, 2026
16	Veedha	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 26, 2026	201-500	168 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 26, 2026
17	EWZ Capital	Indirect evidence	São Paulo, BrazilHQ checked Sep 26, 2026	51-200	167 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 26, 2026
18	ONE Investimentos	Indirect evidence	Nova Lima, BrazilHQ checked Sep 26, 2026	51-200	159 contacts →
	Indirect evidence “Criada em 2016, a One Investimentos é um dos maiores escritórios vinculados ao BTG Pactual – o maior banco de investimentos da América Latina.” Source: RevenueBase Database · checked Sep 26, 2026
19	Guide Investimentos	Indirect evidence	São Paulo, BrazilHQ checked Sep 26, 2026	201-500	157 contacts →
	Indirect evidence “Escolher um bom caminho é tão importante quanto saber aonde se quer chegar.” Source: RevenueBase Database · checked Sep 26, 2026
20	3a Investimentos	Indirect evidence	Belo Horizonte, BrazilHQ checked Sep 26, 2026	201-500	141 contacts →
	Indirect evidence “A 3A RIVA Investimentos é um dos principais escritórios de investimentos do Brasil, credenciado a XP Investimentos.” Source: RevenueBase Database · checked Sep 26, 2026
21	ACT Investimentos	Indirect evidence	Salvador, BrazilHQ checked Sep 26, 2026	51-200	140 contacts →
	Indirect evidence “Assessoria de Investimentos Personalizada Escritório credenciado à XP Investimentos + 9 Bi sob assessoria + clientes Sedes: Salvador - São Paulo - Recife - Botucatu - Aracaju” Source: RevenueBase Database · checked Sep 26, 2026
22	VMB Invest	Indirect evidence	Niterói, BrazilHQ checked Sep 26, 2026	51-200	124 contacts →
	Indirect evidence “Somos uma empresa que acredita que todo sonho é possível e, com as pessoas certas ao seu lado, você consegue chegar muito mais rápido!” Source: RevenueBase Database · checked Sep 26, 2026
23	Heartman House Consultores	Partial evidence	São Paulo, BrazilHQ checked Sep 26, 2026	51-200	121 contacts →
	Partial evidence “Consulting Firm focuse on corporate restructuring, strategic planning and pos-merger integration.” Source: RevenueBase Database · checked Sep 26, 2026
24	RJ Investimentos	Indirect evidence	Rio De Janeiro, BrazilHQ checked Sep 26, 2026	51-200	110 contacts →
	Indirect evidence “Agende uma reunião com o especialista e monte um plano para a conquista dos seus sonhos e objetivos pessoais.” Source: RevenueBase Database · checked Sep 26, 2026
25	Monteverde Investimentos	Indirect evidence	Belo Horizonte, BrazilHQ checked Sep 26, 2026	51-200	101 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 26, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names investment consulting firms.
Partial evidence: Its own public description names part of investment consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

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, 2026

26.8%Verified-email coverage

2.1%Mobile-number coverage

21.9Average contacts per company

1-10Median size (employees)

38.6%Largest-city concentration · Sao Paulo

Sep 26, 2026Page data refreshed

Companies by employee count

1-10

1,012

11-50

521

51-200

132

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 28.0d

6,5890–30

2,98731–60

41361–90

290–180

36180+

Company record updated

Median 77.0d

00–30

1,57831–60

19,70061–90

13,45790–180

2,740180+

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 consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search 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 Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Brazil whose own description of what they do matches “investment consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among investment consulting firms, and records with no verified work email. Companies headquartered outside Brazil 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 its RevenueBase Smart Search 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, 10,027 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 26, 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 consulting firms by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many investment consulting firms are there based in Brazil?

RevenueBase identified 1,713 investment consulting firms headquartered in 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?

SAFRA, headquartered in Sao Paulo, tops this list with the largest team on record.

Which city has the most investment consulting firms?

Sao Paulo leads with 662 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 10,027 verified decision-maker contacts tracked across these 1,713 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 26, 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 Smart Search, 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.