Company lists · Data refreshed September 2026

Top 11 Investment custody platforms based in Brazil

RevenueBase identified 28 company matches for investment custody platforms associated with Brazil as of September 2026 and tracks 892 professional contacts across them, including 389 with verified work emails. Sao Paulo is the largest hub.

This list covers company matches for investment custody 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 September 28, 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 Sep 28, 2026 How this list was built
28Companies
892Contacts tracked
389Verified emails
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The 11 largest investment custody platforms based in Brazil

Ranked by team size
Top 11 of 28 company matches for investment custody platforms based in Brazil, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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 matchRio De Janeiro, BrazilHQ recorded Sep 28, 2026201-500386 contacts →

Exact match

“Em maio de 1991, a Oliveira Trust Distribuidora de Títulos e Valores Mobiliários S.A, foi adquirida pelos seus atuais controladores, com objetivo específico de dar continuidade…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2Exact matchSão Paulo, BrazilHQ recorded Sep 28, 202651-20096 contacts →

Exact match

“A WHG é uma instituição financeira de private independente, focada em wealth management e asset management.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact matchCuritiba, BrazilHQ recorded Sep 28, 202651-20085 contacts →

Exact match

“Instituição financeira independente, especializada em administração fiduciária, escrituração, custódia e distribuição de valores mobiliários.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchBelo Horizonte, BrazilHQ recorded Sep 28, 202651-20025 contacts →

Exact match

“Instituição financeira empenhada em simplificar, desmistificar e revolucionar a prestação de serviços qualificados no mercado financeiro e de capitais.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchSao Paulo, BrazilHQ recorded Sep 28, 202611-5020 contacts →

Exact match

“Asset Management Company based in São Paulo.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchSao Paulo, BrazilHQ recorded Sep 28, 20261-1016 contacts →

Exact match

“Você no Centro de Tudo!”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchRio De Janeiro, BrazilHQ recorded Sep 28, 202611-5012 contacts →

Exact match

“A RJI CORRETORA é uma empresa com conhecimento e experiência no mercado financeiro, que possui como foco em sua área de atuação Administração Fiduciária e Serviços de custódia…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchSao Paulo, BrazilHQ recorded Sep 28, 20261-108 contacts →

Exact match

“Asset Management Firm that protects and manages assets globally.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchSao Paulo, BrazilHQ recorded Sep 28, 202611-506 contacts →

Exact match

“A Atlas One Investimentos Gestão de Recursos, presta serviço de gestão de ativos em renda variável, oferecendo a seus clientes produtos e soluções de investimentos que buscam…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchPorto Alegre, BrazilHQ recorded Sep 28, 20261-103 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchSão Paulo, BrazilHQ recorded Sep 28, 20261-103 contacts →

Exact match

“Apresentar ao investidor o quanto uma plataforma de investimento ágil, que engloba todas as classes de ativos financeiros em um único lugar e de uma única forma, independentemente…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 11 of 28 investment custody platforms based in Brazil

See the full list, filter by size, metro and specialty, and access 389 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment custody platforms based in Brazil at a glance

As of Sep 28, 2026
43.6%Verified-email coverage
31.9Average contacts per company
11-50Median size (employees)
42.9%Largest-city concentration · Sao Paulo
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
12
11-50
8
51-200
6
201-500
2

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 28 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 “investment custody 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 389 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 28, 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.

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 custody platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment custody platforms are there based in Brazil?

RevenueBase identified 28 company matches for investment custody platforms 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?

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

Which city has the most investment custody platforms?

Sao Paulo leads with 12 company records, followed by Rio De Janeiro (4) and Belo Horizonte (2).

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 389 professional contacts with verified work emails tracked across these 28 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 28, 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.