Company lists · Data refreshed September 2026

Top 25 Multi-asset portfolio platforms based in Brazil

RevenueBase identified 66 multi-asset portfolio platforms headquartered in Brazil as of September 2026 and tracks 1,498 professional contacts across them, including 542 with verified work emails. Sao Paulo is the largest hub.

This list covers multi-asset portfolio platforms 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 29, 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 29, 2026 86% judged on-target in blind review
66Companies
1,498Contacts tracked
542Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest multi-asset portfolio platforms based in Brazil

Ranked by team size
Top 25 of 66 multi-asset portfolio platforms based in Brazil, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to multi-asset portfolio platforms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSão Paulo, BrazilHQ checked Sep 29, 2026201-500261 contacts →

Indirect evidence

“Our mission is to bring financial prosperity to businesses!”

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 29, 202651-200173 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 29, 2026
3Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 29, 202651-200123 contacts →

Indirect evidence

“Inoa is a leading fintech company based in Rio de Janeiro, Brazil, serving clients across Latin America.”

Source: RevenueBase Database · checked Sep 29, 2026
4Strong evidenceSão Paulo, BrazilHQ checked Sep 29, 202651-200120 contacts →

Strong evidence

“Founded in 2017, Hurst Capital is the largest real asset platform in Latin America, with over investors and more than R$ 3 billion in originated investments.”

Source: RevenueBase Database · checked Sep 29, 2026
5Indirect evidenceSão Paulo, BrazilHQ checked Sep 29, 202651-20097 contacts →

Indirect 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 29, 2026
6Indirect evidenceSão Paulo, BrazilHQ checked Sep 29, 202651-20093 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
7Indirect evidenceSao Paulo, BrazilHQ checked Sep 29, 202611-5061 contacts →

Indirect evidence

“Tecnologia avançada para gestão de carteiras de investimentos”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceSão Leopoldo, BrazilHQ checked Sep 29, 202651-20054 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 29, 202611-5053 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 29, 2026
10Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 29, 202611-5036 contacts →

Indirect evidence

“A ZAP Sistemas, fundada em desenvolve softwares de gestão para instituições financeiras (divisões ZAP, SIG e CFI), oferecendo produtos flexíveis, suporte técnico profissional e…”

Source: RevenueBase Database · checked Sep 29, 2026
11Strong evidenceSão Paulo, BrazilHQ checked Sep 29, 202611-5030 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 29, 2026
12Strong evidenceSão Paulo, BrazilHQ checked Sep 29, 202611-5026 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 29, 2026
13Indirect evidenceSao Paulo, BrazilHQ checked Sep 29, 202611-5023 contacts →

Indirect evidence

“Conectamos planejadores financeiros com clientes usando tecnologia.”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceSao Paulo, BrazilHQ checked Sep 29, 202611-5020 contacts →

Indirect evidence

“Gestão de Investimentos em aplicações financeiras”

Source: RevenueBase Database · checked Sep 29, 2026
15Indirect evidenceSao Paulo, BrazilHQ checked Sep 29, 20261-1016 contacts →

Indirect evidence

“Você no Centro de Tudo!”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 29, 202611-5015 contacts →

Indirect evidence

“Atuando desde 1987 no desenvolvimento de sistemas para o Mercado Financeiro, a Virtual Software conquistou uma posição de respeito junto aos seus clientes e ao mercado.”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 29, 202611-5015 contacts →

Indirect evidence

“A technology company focused in Financial Market and Eletronic Trading.”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceSão Paulo, BrazilHQ checked Sep 29, 202611-5014 contacts →

Indirect evidence

“Nexxus Sistemas began its activities in 1998 with the purpose of sharing with its clients the best combination of their great expertise: a deep knowledge of the national and…”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceSao Paulo, BrazilHQ checked Sep 29, 202651-20010 contacts →

Indirect evidence

“A REAG Investimentos é uma plataforma de negócios independente que desenvolve soluções financeiras customizadas.”

Source: RevenueBase Database · checked Sep 29, 2026
20Indirect evidenceSao Paulo, BrazilHQ checked Sep 29, 202611-5010 contacts →

Indirect evidence

“Somos uma provedora de serviços de Tecnologia da Informação com especialização no mercado financeiro.”

Source: RevenueBase Database · checked Sep 29, 2026
21Strong evidenceSão Paulo, BrazilHQ checked Sep 29, 202611-508 contacts →

Strong evidence

“Green Alternative Investments is a financial platform formed by two companies:(i) Green Asset Management authorized by CVM/Anbima and (ii) Green Distribuidora de Títulos e Valores…”

Source: RevenueBase Database · checked Sep 29, 2026
22Indirect evidenceSão Paulo, BrazilHQ checked Sep 29, 20261-108 contacts →

Indirect evidence

“Our solutions combine quantitative, algorithmic and core real-time capabilities for pricing, trading, data and derivatives hedge management.”

Source: RevenueBase Database · checked Sep 29, 2026
23Indirect evidenceSão Paulo, BrazilHQ checked Sep 29, 20261-107 contacts →

Indirect evidence

“A Louro Tech centraliza os dados da sua operação em um ambiente seguro e entrega uma inteligência artificial que entende o mercado de assessoria de verdade, treinada com a…”

Source: RevenueBase Database · checked Sep 29, 2026
24Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 29, 202611-506 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
25Indirect evidenceJoinville, BrazilHQ checked Sep 29, 20261-105 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 29, 2026

Showing 25 of 66 multi-asset portfolio platforms based in Brazil

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 542 reachable decision-makers.

Free signup · no credit card

View the full list →

Multi-asset portfolio platforms based in Brazil at a glance

As of Sep 29, 2026
36.2%Verified-email coverage
22.7Average contacts per company
11-50Median size (employees)
57.6%Largest-city concentration · Sao Paulo
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
30
11-50
27
51-200
7
201-500
2

Email recency for this list is measured worldwide rather than for Brazil, so it is reported there. Company counts and contact totals on this page are exact for Brazil, over 66 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 multi-asset portfolio platforms, 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 “multi-asset portfolio platforms”. 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 multi-asset portfolio platforms), 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 multi-asset portfolio platforms, 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, 542 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 29, 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.

Multi-asset portfolio platforms by metro

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 multi-asset portfolio platforms, 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 multi-asset portfolio platforms are there based in Brazil?

RevenueBase identified 66 multi-asset portfolio platforms 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?

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

Which city has the most multi-asset portfolio platforms?

Sao Paulo leads with 38 headquartered companies, followed by Rio De Janeiro (14) and Belo Horizonte (2).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 542 verified decision-maker contacts tracked across these 66 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 29, 2026.

Ready to reach these companies? Verified emails and direct dials for all 66 multi-asset portfolio platforms based in Brazil. Start with a free account, no credit card.

Download this list →

Related lists

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.