Company lists · Data refreshed November 2026
Top 25 Membership organization financial advisors based in Brazil
RevenueBase identified 266 company matches for membership organization financial advisors associated with Brazil as of November 2026 and tracks 5,129 professional contacts across them, including 1,437 with verified work emails. Sao Paulo is the largest hub.
This list covers company matches for membership organization financial advisors 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 November 6, 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 25 largest membership organization financial advisors based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 688 contacts → | ||||
Exact match “A Portfel atua como consultoria financeira com consultores registrados na CVM, impedindo que haja conflito de interesses na prestação de serviços.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 342 contacts → | ||||
Exact match “Sicredi Integracao Rs/Mg is a financial services company based out of Avenida Pirai, 97, Lajeado, Rs, Brazil.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 251 contacts → | ||||
Exact match “Nascemos da fusão da BRA, BS/ e R5, três empresas com o propósito único de criar relações sólidas com cada cliente e mostrar ao mundo uma visão honesta sobre os investimentos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 201 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 116 contacts → | ||||
Exact match “Agende uma reunião com o especialista e monte um plano para a conquista dos seus sonhos e objetivos pessoais.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 77 contacts → | ||||
Exact match “A GB Investimentos é um escritório credenciado à XP Investimentos desde 2008.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 58 contacts → | ||||
Exact match “A nossa história começa em 2008.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 48 contacts → | ||||
Exact match “A Alocc é uma empresa especializada em gestão patrimonial, reconhecida no mercado por sua atuação sólida e responsável.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 44 contacts → | ||||
Exact match “iHUB é um escritório de agentes autônomos de investimentos especializado em renda variável, com a missão de auxiliar nossos clientes a investir de maneira mais inteligente para…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 42 contacts → | ||||
Exact match “A Abefin por ser uma associação formada por profissionais de educação financeira, se faz importante também como uma das representantes junto a órgãos governamentais, no apoio e…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 39 contacts → | ||||
Exact match “Somos a Experato Investimentos um escritório de assessoria, credenciado à XP Investimentos, a maior corretora da América Latina.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 38 contacts → | ||||
Exact match “Na Big Invest, ajudamos você a alcançar as conquistas que deseja, agora e no futuro.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 37 contacts → | ||||
Exact match “A GT Capital é uma empresa de assessoria patrimonial, onde o cliente com apenas um cadastro, tem acesso a produtos de investimento de diversas instituições financeiras e gestores…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 36 contacts → | ||||
Exact match “A Diagrama Investimentos é um escritório credenciado à XP Investimentos que nasceu a partir do desejo do nosso fundador, Felipe Godoy, de mostrar as pessoas que investir é…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 36 contacts → | ||||
Exact match “Melhor escritório XP do Brasil” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 35 contacts → | ||||
Exact match “PELO QUE TRABALHAMOS Ajudar as pessoas a atingirem seus objetivos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 34 contacts → | ||||
Exact match “A AMG Capital é um Agente Autônomo de Investimentos, credenciado ao BTG Pactual, que conta hoje com R$ 1,4 bilhão sob assessoria, e 3.500 clientes.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 34 contacts → | ||||
Exact match “A Krone Capital nasceu motivada pela busca por personalização no atendimento, conscientização sobre a educação financeira e disseminação da cultura de investimentos no país.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 33 contacts → | ||||
Exact match “Rentável Investimentos - Credenciado XP Investimentos A Rentável Investimentos AAI registrada na Comissão de Valores Mobiliários em junho/09.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 32 contacts → | ||||
Exact match “A Auroque é uma empresa de investimentos credenciada à XP, com sede em Porto Alegre e filial em Gramado.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 32 contacts → | ||||
Exact match “A Minas Capital é um escritório de AAI credenciado a XP Investimentos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 32 contacts → | ||||
Exact match “A Eterna Capital é um escritório de agentes autônomos credenciado à XP Investimentos, com mais de 10 anos de experiência no mercado financeiro.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 30 contacts → | ||||
Exact match “A Start Investimentos nasceu no final de 2015 com a proposta de oferecer uma assessoria de investimentos orientada ao cliente, com foco em decisões de longo prazo e em um processo…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 30 contacts → | ||||
Exact match “A Virtue Invest é uma empresa de assessoria e de investimentos registrada na Comissão de Valores Mobiliários (CVM), na forma da Instrução Normativa nº 497/11.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 30 contacts → | ||||
Exact match “Somos um dos primeiros escritórios credenciados XP Investimentos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “membership organization financial advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 266 membership organization financial advisors based in Brazil
See the full list, filter by size, metro and specialty, and access 1,437 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Membership organization financial advisors based in Brazil at a glance
As of Nov 6, 2026Companies by employee count
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 266 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 “membership organization financial advisors” 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 1,437 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 November 6, 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.
Membership organization financial advisors 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 “membership organization financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many membership organization financial advisors are there based in Brazil?
RevenueBase identified 266 company matches for membership organization financial advisors associated with Brazil as of November 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?
Portfel Consultoria Financeira tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most membership organization financial advisors?
Sao Paulo leads with 83 company records, followed by Rio De Janeiro (15) and Belo Horizonte (13).
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 1,437 professional contacts with verified work emails tracked across these 266 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 266 membership organization financial advisors based in Brazil. Start with a free account, no credit card.
Download this list →Related lists
Membership organization financial advisors by geography
- Membership organization financial advisors based in Brisbane, Australia
- Membership organization financial advisors based in Melbourne, Australia
- Membership organization financial advisors based in Sydney, Australia
- Membership organization financial advisors based in Sao Paulo, Brazil
- Membership organization financial advisors based in Calgary, Canada
- Membership organization financial advisors based in Edmonton, Canada
- Membership organization financial advisors based in Mississauga, Canada
- Membership organization financial advisors based in Montreal, Canada
- Membership organization financial advisors based in Quebec, Canada
- Membership organization financial advisors based in Toronto, Canada
- Membership organization financial advisors based in Vancouver, Canada
- Membership organization financial advisors based in Winnipeg, Canada
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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Company intelligence · public preview
Top 25 membership organization financial advisors based in Brazil
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 266 matching company records for membership organization financial advisors based in Brazil, with 5,129 tracked contacts and 1,437 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 membership organization financial advisors based in Brazil
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Portfel Consultoria Financeiraportfel.com.brHQ: Barueri, BrazilReported employees: 201-500 | Barueri, Brazil | 201-500 | Exact match | 688 contacts → |
“A Portfel atua como consultoria financeira com consultores registrados na CVM, impedindo que haja conflito de interesses na prestação de serviços.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Sicredi Integração RS MGsicrediintegracao.com.brHQ: Lajeado, BrazilReported employees: 501-1,000 | Lajeado, Brazil | 501-1,000 | Exact match | 342 contacts → |
“Sicredi Integracao Rs/Mg is a financial services company based out of Avenida Pirai, 97, Lajeado, Rs, Brazil.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  NOMOSsomosnomos.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 251 contacts → |
“Nascemos da fusão da BRA, BS/ e R5, três empresas com o propósito único de criar relações sólidas com cada cliente e mostrar ao mundo uma visão honesta sobre os investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Liberta Investimentoslibertainvestimentos.com.brHQ: Porto Alegre, BrazilReported employees: 201-500 | Porto Alegre, Brazil | 201-500 | Exact match | 201 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  RJ Investimentosrjmais.comHQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 116 contacts → |
“Agende uma reunião com o especialista e monte um plano para a conquista dos seus sonhos e objetivos pessoais.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  GB Investimentosgbinvestimentos.com.brHQ: Bagé, BrazilReported employees: 11-50 | Bagé, Brazil | 11-50 | Exact match | 77 contacts → |
“A GB Investimentos é um escritório credenciado à XP Investimentos desde 2008.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Real Investrinvest.com.brHQ: Aracaju, BrazilReported employees: 11-50 | Aracaju, Brazil | 11-50 | Exact match | 58 contacts → |
“A nossa história começa em 2008.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Alocc Gestão Patrimonialalocc.com.brHQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 48 contacts → |
“A Alocc é uma empresa especializada em gestão patrimonial, reconhecida no mercado por sua atuação sólida e responsável.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Ihub Investimentosihubinvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 44 contacts → |
“iHUB é um escritório de agentes autônomos de investimentos especializado em renda variável, com a missão de auxiliar nossos clientes a investir de maneira mais inteligente para…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Abefinabefin.org.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 42 contacts → |
“A Abefin por ser uma associação formada por profissionais de educação financeira, se faz importante também como uma das representantes junto a órgãos governamentais, no apoio e…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Experato Investimentosexperato.com.brHQ: Santo Ângelo, BrazilReported employees: 51-200 | Santo Ângelo, Brazil | 51-200 | Exact match | 39 contacts → |
“Somos a Experato Investimentos um escritório de assessoria, credenciado à XP Investimentos, a maior corretora da América Latina.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  BIG Investbiginvest.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 38 contacts → |
“Na Big Invest, ajudamos você a alcançar as conquistas que deseja, agora e no futuro.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  GT Capitalgtcapital.com.brHQ: Porto Alegre, BrazilReported employees: 11-50 | Porto Alegre, Brazil | 11-50 | Exact match | 37 contacts → |
“A GT Capital é uma empresa de assessoria patrimonial, onde o cliente com apenas um cadastro, tem acesso a produtos de investimento de diversas instituições financeiras e gestores…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Diagrama Investimentosdiagramainvestimentos.com.brHQ: São Caetano Do Sul, BrazilReported employees: 51-200 | São Caetano Do Sul, Brazil | 51-200 | Exact match | 36 contacts → |
“A Diagrama Investimentos é um escritório credenciado à XP Investimentos que nasceu a partir do desejo do nosso fundador, Felipe Godoy, de mostrar as pessoas que investir é…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Blue3 XPblue3investimentos.com.brHQ: Belém, BrazilReported employees: 51-200 | Belém, Brazil | 51-200 | Exact match | 36 contacts → |
“Melhor escritório XP do Brasil” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Thera Investimentostherainvestimentos.com.brHQ: Ribeirão Preto, BrazilReported employees: 11-50 | Ribeirão Preto, Brazil | 11-50 | Exact match | 35 contacts → |
“PELO QUE TRABALHAMOS Ajudar as pessoas a atingirem seus objetivos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  AMG Capital Assessor DE Investimentos DO BTG Pactualamgcapital.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 34 contacts → |
“A AMG Capital é um Agente Autônomo de Investimentos, credenciado ao BTG Pactual, que conta hoje com R$ 1,4 bilhão sob assessoria, e 3.500 clientes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Krone Capitalkronecapital.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 34 contacts → |
“A Krone Capital nasceu motivada pela busca por personalização no atendimento, conscientização sobre a educação financeira e disseminação da cultura de investimentos no país.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Rentável Investimentosrentavelinvestimentos.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 33 contacts → |
“Rentável Investimentos - Credenciado XP Investimentos A Rentável Investimentos AAI registrada na Comissão de Valores Mobiliários em junho/09.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Auroque Investimentosauroqueinvestimentos.com.brHQ: Porto Alegre, BrazilReported employees: 11-50 | Porto Alegre, Brazil | 11-50 | Exact match | 32 contacts → |
“A Auroque é uma empresa de investimentos credenciada à XP, com sede em Porto Alegre e filial em Gramado.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Minas Capitalminascapital.com.brHQ: Uberlândia, BrazilReported employees: 11-50 | Uberlândia, Brazil | 11-50 | Exact match | 32 contacts → |
“A Minas Capital é um escritório de AAI credenciado a XP Investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Eterna Capitaleternacapital.com.brHQ: São Caetano Do Sul, BrazilReported employees: 11-50 | São Caetano Do Sul, Brazil | 11-50 | Exact match | 32 contacts → |
“A Eterna Capital é um escritório de agentes autônomos credenciado à XP Investimentos, com mais de 10 anos de experiência no mercado financeiro.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Start Investimentosstartaai.com.brHQ: Fortaleza, BrazilReported employees: 11-50 | Fortaleza, Brazil | 11-50 | Exact match | 30 contacts → |
“A Start Investimentos nasceu no final de 2015 com a proposta de oferecer uma assessoria de investimentos orientada ao cliente, com foco em decisões de longo prazo e em um processo…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Virtue Investvirtueinvest.com.brHQ: Barueri, BrazilReported employees: 51-200 | Barueri, Brazil | 51-200 | Exact match | 30 contacts → |
“A Virtue Invest é uma empresa de assessoria e de investimentos registrada na Comissão de Valores Mobiliários (CVM), na forma da Instrução Normativa nº 497/11.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Fractal Investimentosfractalinvestimentos.com.brHQ: Ipatinga, BrazilReported employees: 51-200 | Ipatinga, Brazil | 51-200 | Exact match | 30 contacts → |
“Somos um dos primeiros escritórios credenciados XP Investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 266 company matches
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Membership organization financial advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
266 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 266 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Membership organization financial advisors by metro
Questions about this company list
What does Exact match mean for membership organization financial advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many membership organization financial advisors did RevenueBase find based in Brazil?
The saved snapshot records 266 matching company records, 5,129 tracked contacts and 1,437 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Membership organization financial advisors by geography
- Membership organization financial advisors based in Brisbane, Australia
- Membership organization financial advisors based in Melbourne, Australia
- Membership organization financial advisors based in Sydney, Australia
- Membership organization financial advisors based in Sao Paulo, Brazil
- Membership organization financial advisors based in Calgary, Canada
- Membership organization financial advisors based in Edmonton, Canada
- Membership organization financial advisors based in Mississauga, Canada
- Membership organization financial advisors based in Montreal, Canada
- Membership organization financial advisors based in Quebec, Canada
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Cite this list
RevenueBase Data Team. Top 25 membership organization financial advisors based in Brazil. Snapshot: November 6, 2026. https://revenuebase.ai/companies/membership-organization-financial-advisors/brazil.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Membership organization financial advisors based in Brisbane, Australia
- Membership organization financial advisors based in Melbourne, Australia
- Membership organization financial advisors based in Sydney, Australia
- Membership organization financial advisors based in Sao Paulo, Brazil
- Membership organization financial advisors based in Calgary, Canada
- Membership organization financial advisors based in Edmonton, Canada
Company intelligence · public preview
Top 25 membership organization financial advisors based in Brazil
RevenueBase records 266 matching company records for membership organization financial advisors based in Brazil, with 5,129 tracked contacts and 1,437 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 membership organization financial advisors based in Brazil
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Portfel Consultoria Financeiraportfel.com.br HQ: Barueri, BrazilReported employees: 201-500 | Barueri, Brazil | 201-500 | Exact match | 688 contacts → |
“A Portfel atua como consultoria financeira com consultores registrados na CVM, impedindo que haja conflito de interesses na prestação de serviços.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Sicredi Integração RS MGsicrediintegracao.com.br HQ: Lajeado, BrazilReported employees: 501-1,000 | Lajeado, Brazil | 501-1,000 | Exact match | 342 contacts → |
“Sicredi Integracao Rs/Mg is a financial services company based out of Avenida Pirai, 97, Lajeado, Rs, Brazil.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | NOMOSsomosnomos.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 251 contacts → |
“Nascemos da fusão da BRA, BS/ e R5, três empresas com o propósito único de criar relações sólidas com cada cliente e mostrar ao mundo uma visão honesta sobre os investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Liberta Investimentoslibertainvestimentos.com.br HQ: Porto Alegre, BrazilReported employees: 201-500 | Porto Alegre, Brazil | 201-500 | Exact match | 201 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | RJ Investimentosrjmais.com HQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 116 contacts → |
“Agende uma reunião com o especialista e monte um plano para a conquista dos seus sonhos e objetivos pessoais.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | GB Investimentosgbinvestimentos.com.br HQ: Bagé, BrazilReported employees: 11-50 | Bagé, Brazil | 11-50 | Exact match | 77 contacts → |
“A GB Investimentos é um escritório credenciado à XP Investimentos desde 2008.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Real Investrinvest.com.br HQ: Aracaju, BrazilReported employees: 11-50 | Aracaju, Brazil | 11-50 | Exact match | 58 contacts → |
“A nossa história começa em 2008.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Alocc Gestão Patrimonialalocc.com.br HQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 48 contacts → |
“A Alocc é uma empresa especializada em gestão patrimonial, reconhecida no mercado por sua atuação sólida e responsável.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Ihub Investimentosihubinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 44 contacts → |
“iHUB é um escritório de agentes autônomos de investimentos especializado em renda variável, com a missão de auxiliar nossos clientes a investir de maneira mais inteligente para…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Abefinabefin.org.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 42 contacts → |
“A Abefin por ser uma associação formada por profissionais de educação financeira, se faz importante também como uma das representantes junto a órgãos governamentais, no apoio e…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Experato Investimentosexperato.com.br HQ: Santo Ângelo, BrazilReported employees: 51-200 | Santo Ângelo, Brazil | 51-200 | Exact match | 39 contacts → |
“Somos a Experato Investimentos um escritório de assessoria, credenciado à XP Investimentos, a maior corretora da América Latina.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | BIG Investbiginvest.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 38 contacts → |
“Na Big Invest, ajudamos você a alcançar as conquistas que deseja, agora e no futuro.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | GT Capitalgtcapital.com.br HQ: Porto Alegre, BrazilReported employees: 11-50 | Porto Alegre, Brazil | 11-50 | Exact match | 37 contacts → |
“A GT Capital é uma empresa de assessoria patrimonial, onde o cliente com apenas um cadastro, tem acesso a produtos de investimento de diversas instituições financeiras e gestores…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Diagrama Investimentosdiagramainvestimentos.com.br HQ: São Caetano Do Sul, BrazilReported employees: 51-200 | São Caetano Do Sul, Brazil | 51-200 | Exact match | 36 contacts → |
“A Diagrama Investimentos é um escritório credenciado à XP Investimentos que nasceu a partir do desejo do nosso fundador, Felipe Godoy, de mostrar as pessoas que investir é…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Blue3 XPblue3investimentos.com.br HQ: Belém, BrazilReported employees: 51-200 | Belém, Brazil | 51-200 | Exact match | 36 contacts → |
“Melhor escritório XP do Brasil” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Thera Investimentostherainvestimentos.com.br HQ: Ribeirão Preto, BrazilReported employees: 11-50 | Ribeirão Preto, Brazil | 11-50 | Exact match | 35 contacts → |
“PELO QUE TRABALHAMOS Ajudar as pessoas a atingirem seus objetivos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | AMG Capital Assessor DE Investimentos DO BTG Pactualamgcapital.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 34 contacts → |
“A AMG Capital é um Agente Autônomo de Investimentos, credenciado ao BTG Pactual, que conta hoje com R$ 1,4 bilhão sob assessoria, e 3.500 clientes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Krone Capitalkronecapital.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 34 contacts → |
“A Krone Capital nasceu motivada pela busca por personalização no atendimento, conscientização sobre a educação financeira e disseminação da cultura de investimentos no país.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Rentável Investimentosrentavelinvestimentos.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 33 contacts → |
“Rentável Investimentos - Credenciado XP Investimentos A Rentável Investimentos AAI registrada na Comissão de Valores Mobiliários em junho/09.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Auroque Investimentosauroqueinvestimentos.com.br HQ: Porto Alegre, BrazilReported employees: 11-50 | Porto Alegre, Brazil | 11-50 | Exact match | 32 contacts → |
“A Auroque é uma empresa de investimentos credenciada à XP, com sede em Porto Alegre e filial em Gramado.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Minas Capitalminascapital.com.br HQ: Uberlândia, BrazilReported employees: 11-50 | Uberlândia, Brazil | 11-50 | Exact match | 32 contacts → |
“A Minas Capital é um escritório de AAI credenciado a XP Investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Eterna Capitaleternacapital.com.br HQ: São Caetano Do Sul, BrazilReported employees: 11-50 | São Caetano Do Sul, Brazil | 11-50 | Exact match | 32 contacts → |
“A Eterna Capital é um escritório de agentes autônomos credenciado à XP Investimentos, com mais de 10 anos de experiência no mercado financeiro.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Start Investimentosstartaai.com.br HQ: Fortaleza, BrazilReported employees: 11-50 | Fortaleza, Brazil | 11-50 | Exact match | 30 contacts → |
“A Start Investimentos nasceu no final de 2015 com a proposta de oferecer uma assessoria de investimentos orientada ao cliente, com foco em decisões de longo prazo e em um processo…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Virtue Investvirtueinvest.com.br HQ: Barueri, BrazilReported employees: 51-200 | Barueri, Brazil | 51-200 | Exact match | 30 contacts → |
“A Virtue Invest é uma empresa de assessoria e de investimentos registrada na Comissão de Valores Mobiliários (CVM), na forma da Instrução Normativa nº 497/11.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Fractal Investimentosfractalinvestimentos.com.br HQ: Ipatinga, BrazilReported employees: 51-200 | Ipatinga, Brazil | 51-200 | Exact match | 30 contacts → |
“Somos um dos primeiros escritórios credenciados XP Investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 266 company matches
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Membership organization financial advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
266 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 266 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Membership organization financial advisors by metro
Questions about this company list
What does Exact match mean for membership organization financial advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many membership organization financial advisors did RevenueBase find based in Brazil?
The saved snapshot records 266 matching company records, 5,129 tracked contacts and 1,437 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Membership organization financial advisors by geography
- Membership organization financial advisors based in Brisbane, Australia
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- Membership organization financial advisors based in Sao Paulo, Brazil
- Membership organization financial advisors based in Calgary, Canada
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- Membership organization financial advisors based in Montreal, Canada
- Membership organization financial advisors based in Quebec, Canada
- Membership organization financial advisors based in Toronto, Canada
- Membership organization financial advisors based in Vancouver, Canada
- Membership organization financial advisors based in Winnipeg, Canada
Cite this list
RevenueBase Data Team. Top 25 membership organization financial advisors based in Brazil. Snapshot: November 6, 2026. https://revenuebase.ai/companies/membership-organization-financial-advisors/brazil.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Membership organization financial advisors based in Brisbane, Australia
- Membership organization financial advisors based in Melbourne, Australia
- Membership organization financial advisors based in Sydney, Australia
- Membership organization financial advisors based in Sao Paulo, Brazil
- Membership organization financial advisors based in Calgary, Canada
- Membership organization financial advisors based in Edmonton, Canada