Company lists · Data refreshed September 2026
Top 23 Investment management software providers based in Brazil
RevenueBase identified 47 investment management software providers headquartered in Brazil as of September 2026 and tracks 765 professional contacts across them, including 249 with verified work emails and 9 with mobile numbers. Sao Paulo is the largest hub.
This list covers investment management software providers 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, 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.
The 23 largest investment management software providers based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 171 | ||||
“Quantum is an independent company present in the market since aimed to provide solutions for accessing, analyzing, and monitoring financial information in an easy, consistent and…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 2 | 92 | ||||
“We are an independent technology company founded with the goal of organizing the investment market.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 3 | 65 | ||||
“De A a Z, para Advisors e Wealth Managers.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 4 | SmartbrainIndirect evidence | 59 | |||
“Tecnologia avançada para gestão de carteiras de investimentos” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 5 | 57 | ||||
“A Investtools é uma empresa sediada no Rio de Janeiro com mais 15 anos de know-how dos principais processos do ecossistema financeiro.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 6 | 53 | ||||
“Com mais de 27 anos de experiência no mercado financeiro, a Lydians se dedica a criar softwares que revolucionam a gestão financeira.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 7 | 37 | ||||
“A ZAP SISTEMAS, através da longa experiência de seus sócios e colaboradores, atua no mercado financeiro no desenvolvimento de softwares de gestão financeira através de suas três…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 8 | 30 | ||||
“A ABS - Asset Banking System desenvolve e fornece soluções de software integrados para bancos, corretoras, distribuidoras, gestoras de recursos, wealth management, multi e single…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 9 | Lote45Strong evidence | 26 | |||
“The LOTE45 started its activities in April 2006 with focus on Asset Management and Financial Consulting, aiming to become a benchmark in Investment Platform and Risk Management.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 10 | 24 | ||||
“Soluções para operações de gestoras e consultorias de investimento.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 11 | 11 | ||||
Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 12 | 7 | ||||
“O sistema faixa preta para Gestão de Patrimônio, cobrindo Consolidação Onshore, Offshore, Gestão de Risco, Relatórios Personalizados e Analytics.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 13 | Louro TechIndirect evidence | 7 | |||
“Louro Tech é uma empresa especializada em sistemas de gestão online para assessorias de investimento.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 | ||||
“Seus investimentos controlados por uma ferramenta robusta e completa.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 15 | WP ManagerIndirect evidence | 5 | |||
“Unimos expertise e tecnologia para revolucionar o mercado financeiro Nossa plataforma inovadora foi cuidadosamente projetada para transformar a relação entre operação e…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 16 | 5 | ||||
“Company focused in development of financial solutions for brokerage firms.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5 | ||||
“A iVi é uma empresa de tecnologia criada com a missão de usar o que há de mais moderno para realizar o processo de investimento e gestão de portfólio.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 18 | PPS Portfolio PerformancePartial evidence | 4 | |||
“A PPS – Portfolio Performance surgiu em 1996, com o desenvolvimento do "software" PPS, o primeiro aplicativo de análise de desempenho de carteiras do Brasil, e que continua em…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 | ||||
“Bem-vindos à Iris Innovation!” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 20 | Mont Capital AssetIndirect evidence | 2 | |||
“A Mont Capital Asset é uma empresa de gestão de investimentos comprometida em oferecer soluções personalizadas de investimento para seus clientes.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 | ||||
“Go beyond portfolio control, receive strategic information, be informed about proceeds, track the entire market in real time.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 | ||||
“A Fundsys é uma plataforma completa para controlar risco, otimizar carteiras e garantir conformidade com automação inteligente e insights em tempo real para gestoras de fundos de…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 | ||||
“Relacionamento é chave para concretização de negócios envolvem dinheiro e dependem da confiança, o segmento financeiro possui uma grande lacuna em gestão de relacionamento com…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
Showing 23 of 47 investment management software providers based in Brazil
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Investment management software providers based in Brazil at a glance
As of Sep 4, 2026Companies by employee count
Verified emails by last verification
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 management software providers, 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 Brazil whose own description of what they do matches “investment management software providers”. 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 management software providers, 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 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, 249 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 management software providers by metro
- Investment management software providers in Sao Paulo28
Frequently asked
How many investment management software providers are there based in Brazil?
RevenueBase identified 47 investment management software providers 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?
Quantum, headquartered in Sao Paulo, tops this list with the largest team on record.
Which city has the most investment management software providers?
Sao Paulo leads with 28 headquartered companies, followed by Rio De Janeiro (4) and Belo Horizonte (3).
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 249 verified decision-maker contacts tracked across these 47 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.
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