Company lists · Data refreshed September 2026

Top 23 Investment management software providers based in Brazil

RevenueBase identified 47 company matches for investment management software providers associated with 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 company matches for investment management software providers 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 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 RevenueBase SmartSearch · Exact Recorded Sep 4, 2026 How this list was built
47Companies
765Contacts tracked
249Verified emails
9Mobile numbers
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The 23 largest investment management software providers based in Brazil

Ranked by team size
Top 23 of 47 company matches for investment management software providers based in Brazil, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 4, 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 4, 202651-200171 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
2Exact matchSao Paulo, BrazilHQ recorded Sep 4, 202651-20092 contacts →

Exact match

“We are an independent technology company founded with the goal of organizing the investment market.”

Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
3Exact matchFlorianopolis, BrazilHQ recorded Sep 4, 202651-20065 contacts →

Exact match

“De A a Z, para Advisors e Wealth Managers.”

Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
4Exact matchSao Paulo, BrazilHQ recorded Sep 4, 202611-5059 contacts →

Exact match

“Tecnologia avançada para gestão de carteiras de investimentos”

Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
5Exact matchRio De Janeiro, BrazilHQ recorded Sep 4, 202611-5057 contacts →

Exact match

“A Investtools é uma empresa sediada no Rio de Janeiro com mais 15 anos de know-how dos principais processos do ecossistema financeiro.”

Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
6Exact matchSao Leopoldo, BrazilHQ recorded Sep 4, 202651-20053 contacts →

Exact match

“Com mais de 27 anos de experiência no mercado financeiro, a Lydians se dedica a criar softwares que revolucionam a gestão financeira.”

Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
7Exact matchRio De Janeiro, BrazilHQ recorded Sep 4, 202611-5037 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
8Exact matchSao Paulo, BrazilHQ recorded Sep 4, 202611-5030 contacts →

Exact match

“A ABS - Asset Banking System desenvolve e fornece soluções de software integrados para bancos, corretoras, distribuidoras, gestoras de recursos, wealth management, multi e single…”

Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
9Exact matchSao Paulo, BrazilHQ recorded Sep 4, 202611-5026 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
10Exact matchSao Paulo, BrazilHQ recorded Sep 4, 202611-5024 contacts →

Exact match

“Soluções para operações de gestoras e consultorias de investimento.”

Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
11Exact matchGoiania, BrazilHQ recorded Sep 4, 20261-1011 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
12Exact matchSao Paulo, BrazilHQ recorded Sep 4, 20261-107 contacts →

Exact match

“O sistema faixa preta para Gestão de Patrimônio, cobrindo Consolidação Onshore, Offshore, Gestão de Risco, Relatórios Personalizados e Analytics.”

Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
13Exact matchSao Paulo, BrazilHQ recorded Sep 4, 20261-107 contacts →

Exact match

“Louro Tech é uma empresa especializada em sistemas de gestão online para assessorias de investimento.”

Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
14Exact matchBelo Horizonte, BrazilHQ recorded Sep 4, 202611-506 contacts →

Exact match

“Seus investimentos controlados por uma ferramenta robusta e completa.”

Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
15Exact matchJoinville, BrazilHQ recorded Sep 4, 20261-105 contacts →

Exact match

“Unimos expertise e tecnologia para revolucionar o mercado financeiro Nossa plataforma inovadora foi cuidadosamente projetada para transformar a relação entre operação e…”

Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
16Exact matchSao Paulo, BrazilHQ recorded Sep 4, 202611-505 contacts →

Exact match

“Company focused in development of financial solutions for brokerage firms.”

Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
17Exact matchBelo Horizonte, BrazilHQ recorded Sep 4, 20261-105 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
18Exact matchSao Paulo, BrazilHQ recorded Sep 4, 202611-504 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
19Exact matchSao Paulo, BrazilHQ recorded Sep 4, 202611-503 contacts →

Exact match

“Bem-vindos à Iris Innovation!”

Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
20Exact matchSao Paulo, BrazilHQ recorded Sep 4, 202611-502 contacts →

Exact match

“A Mont Capital Asset é uma empresa de gestão de investimentos comprometida em oferecer soluções personalizadas de investimento para seus clientes.”

Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
21Exact matchSao Paulo, BrazilHQ recorded Sep 4, 20261-102 contacts →

Exact match

“Go beyond portfolio control, receive strategic information, be informed about proceeds, track the entire market in real time.”

Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
22Exact matchSao Paulo, BrazilHQ recorded Sep 4, 20261-102 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase
23Exact matchSao Paulo, BrazilHQ recorded Sep 4, 20261-101 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase

Showing 23 of 47 investment management software providers based in Brazil

See the full list, filter by size, metro and specialty, and access 249 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment management software providers based in Brazil at a glance

As of Sep 4, 2026
32.5%Verified-email coverage
1.2%Mobile-number coverage
16.3Average contacts per company
11-50Median size (employees)
59.6%Largest-city concentration · Sao Paulo
Sep 4, 2026Page data refreshed

Companies by employee count

1-10
19
11-50
21
51-200
6
201-500
1

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

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 management software providers” 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 249 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 4, 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 management software providers by metro

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 management software providers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment management software providers are there based in Brazil?

RevenueBase identified 47 company matches for investment management software providers 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?

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

Which city has the most investment management software providers?

Sao Paulo leads with 28 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 249 professional contacts with verified work emails tracked across these 47 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 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.