Company lists · Data refreshed September 2026

Top 25 Investment portfolio management software companies based in Brazil

Name: Investment portfolio management software companies based in Brazil
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 72 companies tracked

RevenueBase identified 72 investment portfolio management software companies headquartered in Brazil as of September 2026 and tracks 1,327 professional contacts across them, including 392 with verified work emails. Sao Paulo is the largest hub.

This list covers investment portfolio management software companies 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 14, 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 14, 2026 86% judged on-target in blind review

72Companies

1,327Contacts tracked

392Verified emails

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The 25 largest investment portfolio management software companies based in Brazil

Ranked by team size

Top 25 of 72 investment portfolio management software companies based in Brazil, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to investment portfolio management software companies: 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	Necton Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 14, 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 14, 2026
2	Quantum	Indirect evidence	Rio De Janeiro, BrazilHQ checked Sep 14, 2026	51-200	173 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 14, 2026
3	Britech S.A	Strong evidence	São Paulo, BrazilHQ checked Sep 14, 2026	51-200	97 contacts →
	Strong evidence “From emerging firms to large-scale operators, BRITech delivers a single source of truth for investment management, with the precision, depth, and flexibility each business needs…” Source: RevenueBase Database · checked Sep 14, 2026
4	Gorila	Partial evidence	São Paulo, BrazilHQ checked Sep 14, 2026	51-200	93 contacts →
	Partial evidence “We are an independent technology company founded with the goal of organizing the investment market.” Source: RevenueBase Database · checked Sep 14, 2026
5	Quark Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 14, 2026	51-200	90 contacts →
	Indirect evidence “Quark Investimentos \| Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Source: RevenueBase Database · checked Sep 14, 2026
6	Smartbrain	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 14, 2026	11-50	61 contacts →
	Indirect evidence “Tecnologia avançada para gestão de carteiras de investimentos” Source: RevenueBase Database · checked Sep 14, 2026
7	Investtools	Indirect evidence	Rio De Janeiro, BrazilHQ checked Sep 14, 2026	11-50	53 contacts →
	Indirect evidence “A Investtools é uma empresa sediada no Rio de Janeiro com mais 15 anos de know-how dos principais processos do ecossistema financeiro.” Source: RevenueBase Database · checked Sep 14, 2026
8	Delta Investor Assessoria DE Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 14, 2026	51-200	43 contacts →
	Indirect evidence “Bem-vindo à Delta Investor, uma empresa digital de assessoria de investimentos dedicada a transformar a experiência de investir para melhorar a vida das pessoas.” Source: RevenueBase Database · checked Sep 14, 2026
9	ABS	Strong evidence	São Paulo, BrazilHQ checked Sep 14, 2026	11-50	30 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 14, 2026
10	Lote45	Strong evidence	São Paulo, BrazilHQ checked Sep 14, 2026	11-50	26 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 14, 2026
11	Ruasinvest S.A	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 14, 2026	11-50	20 contacts →
	Indirect evidence “Gestão de Investimentos em aplicações financeiras” Source: RevenueBase Database · checked Sep 14, 2026
12	LOT Investimentos	Indirect evidence	São Paulo, BrazilHQ checked Sep 14, 2026	11-50	14 contacts →
	Indirect evidence “We are a team of professionals with many years of experience in the financial markets, both nationally and internationally.” Source: RevenueBase Database · checked Sep 14, 2026
13	Maud Capital	Strong evidence	São Paulo, BrazilHQ checked Sep 14, 2026	51-200	11 contacts →
	Strong evidence “As a wealth management company, we are dedicated to offer you the best investment solution.” Source: RevenueBase Database · checked Sep 14, 2026
14	SHS Investimentos	Indirect evidence	São José Dos Campos, BrazilHQ checked Sep 14, 2026	1-10	10 contacts →
	Indirect evidence “A SHS é uma empresa credenciada pela Necton, do Grupo BTG Pactual, e oferece as melhores soluções financeiras para cada perfil de investidor através de uma assessoria…” Source: RevenueBase Database · checked Sep 14, 2026
15	Capitólio Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 14, 2026	11-50	7 contacts →
	Indirect evidence “A Capitólio foi eleita a melhor empresa de investimentos pela Brazil Advisor Awards 2020, prêmio dado aos escritórios com melhor desempenho na XP Investimentos.” Source: RevenueBase Database · checked Sep 14, 2026
16	Bayes Capital Management	Partial evidence	São Paulo, BrazilHQ checked Sep 14, 2026	1-10	6 contacts →
	Partial evidence “We combine statistical and computational methods with decades of experience in the financial markets to provide investments solutions.” Source: RevenueBase Database · checked Sep 14, 2026
17	Investing HUB	Indirect evidence	Belo Horizonte, BrazilHQ checked Sep 14, 2026	11-50	6 contacts →
	Indirect evidence “Seus investimentos controlados por uma ferramenta robusta e completa.” Source: RevenueBase Database · checked Sep 14, 2026
18	Tokyo Capital	Indirect evidence	São Paulo, BrazilHQ checked Sep 14, 2026	51-200	5 contacts →
	Indirect evidence “Somos a Tokyo Capital, uma empresa líder em assessoria de investimentos, AI Contratado EQI Investimentos.” Source: RevenueBase Database · checked Sep 14, 2026
19	Roma Invest XP Investimentos	Indirect evidence	Campinas, BrazilHQ checked Sep 14, 2026	1-10	5 contacts →
	Indirect evidence “Investimentos e Servicos Financeiros.” Source: RevenueBase Database · checked Sep 14, 2026
20	WP Manager	Indirect evidence	Joinville, BrazilHQ checked Sep 14, 2026	1-10	5 contacts →
	Indirect evidence “Unimos expertise e tecnologia para revolucionar o mercado financeiro Nossa plataforma inovadora foi cuidadosamente projetada para transformar a relação entre operação e…” Source: RevenueBase Database · checked Sep 14, 2026
21	IVI Technologies	Indirect evidence	Belo Horizonte, BrazilHQ checked Sep 14, 2026	1-10	5 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 14, 2026
22	PPS Portfolio Performance	Strong evidence	Sao Paulo, BrazilHQ checked Sep 14, 2026	11-50	4 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 14, 2026
23	Mont Capital Asset	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 14, 2026	11-50	2 contacts →
	Indirect evidence “A Mont Capital Asset é uma empresa de gestão de investimentos comprometida em oferecer soluções personalizadas de investimento para seus clientes.” Source: RevenueBase Database · checked Sep 14, 2026
24	dividendos.me	Partial evidence	Sao Paulo, BrazilHQ checked Sep 14, 2026	1-10	2 contacts →
	Partial evidence “Go beyond portfolio control, receive strategic information, be informed about proceeds, track the entire market in real time.” Source: RevenueBase Database · checked Sep 14, 2026
25	Fundsys	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 14, 2026	1-10	2 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 14, 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 portfolio management software companies. 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 portfolio management software companies.
Partial evidence: Its own public description names part of investment portfolio management software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment portfolio management software companies. 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 72 investment portfolio management software companies based in Brazil

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Investment portfolio management software companies based in Brazil at a glance

As of Sep 14, 2026

29.5%Verified-email coverage

18.4Average contacts per company

1-10Median size (employees)

48.6%Largest-city concentration · Sao Paulo

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 72 companies.

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 portfolio management software companies, 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 portfolio management software companies”. 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 portfolio management software companies), 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 portfolio management software companies, 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, 392 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 14, 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 portfolio management software companies by metro

Investment portfolio management software companies in Sao Paulo35

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 portfolio management software companies, 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 portfolio management software companies are there based in Brazil?

RevenueBase identified 72 investment portfolio management software companies 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?

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

Which city has the most investment portfolio management software companies?

Sao Paulo leads with 35 headquartered companies, followed by Rio De Janeiro (8) 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 392 verified decision-maker contacts tracked across these 72 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 14, 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.