Company lists · Data refreshed September 2026

Top 25 Nonprofit financial advisors based in Brazil

RevenueBase identified 227 nonprofit financial advisors headquartered in Brazil as of September 2026 and tracks 788 professional contacts across them, including 101 with verified work emails. Sao Paulo is the largest hub.

This list covers nonprofit financial advisors 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 20, 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 20, 2026 86% judged on-target in blind review
227Companies
788Contacts tracked
101Verified emails
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The 25 largest nonprofit financial advisors based in Brazil

Ranked by team size
Top 25 of 227 nonprofit financial advisors based in Brazil, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to nonprofit financial advisors: 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 evidenceNovo Hamburgo, BrazilHQ checked Sep 20, 20261-1024 contacts →

Indirect evidence

“Nós acreditamos que investir é uma ferramenta para alcançar o que é realmente importante para você.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 20, 202611-5019 contacts →

Indirect evidence

“A AW Capital é uma empresa com a missão de entender seus clientes na essência e proporcionar estratégias financeiras personalizadas que impactem positivamente pessoas…”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceFortaleza, BrazilHQ checked Sep 20, 202611-5018 contacts →

Indirect evidence

“Com 30 anos de experiência no atendimento a organizações do Terceiro Setor, a S&C é bem mais que uma empresa de contabilidade.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceSão Carlos, BrazilHQ checked Sep 20, 202611-5017 contacts →

Indirect evidence

“Nossa História, se faz presente em VALORES que preservamos desde a nossa fundação, com experiência de mais de 24 anos no mercado financeiro, somos marcados por ter um dos melhores…”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceBrasília, BrazilHQ checked Sep 20, 20261-1014 contacts →

Indirect evidence

“Assessor de Investimentos do BTG Pactual Investir é, dentre outras coisas, navegar.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 20, 202611-5014 contacts →

Indirect evidence

“A V10 Investimentos é uma consultoria financeira pessoal.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceSão Paulo, BrazilHQ checked Sep 20, 20261-1012 contacts →

Indirect evidence

“Somos uma empresa de consultoria financeira especializada em Planejamento Financeiro e Consultoria de Investimentos.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 20, 202611-509 contacts →

Indirect evidence

“Não importa em que fase da vida você está, nossos profissionais estão preparados para entregar um serviço de Planejamento Financeiro de alto padrão para assegurar que você estará…”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceBelo Horizonte, BrazilHQ checked Sep 20, 202611-508 contacts →

Partial evidence

“A FH Advisors nasceu do desejo de transformar a forma como as pessoas lidam com suas finanças, por meio do serviço de planejamento financeiro e elaboração de carteiras e…”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceSao Paulo, BrazilHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“A Momento Investimentos foi criada para exercer as atividades de consultoria em investimentos e de planejamento financeiro pessoal.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceSão Paulo, BrazilHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“Somos uma consultoria financeira “boutique”, especializada em finanças pessoais, com foco em Planejamento Financeiro Pessoal e Consultoria de Investimentos Financeiros.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceItajaí, BrazilHQ checked Sep 20, 202611-506 contacts →

Indirect evidence

“Nosso foco é o atendimento à clientes de médio à pequeno porte.”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidencePorto Ferreira, BrazilHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“Na One Financial, oferecemos soluções financeiras personalizadas.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceAmericana, BrazilHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Segurança e transparência para seus investimentos Consultoria para transformar seu legado Acesse a SRB Invest "O consultor financeiro é o profissional que senta do seu lado da…”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceLondrina, BrazilHQ checked Sep 20, 202651-2004 contacts →

Indirect evidence

“Pensar no futuro.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceSao Paulo, BrazilHQ checked Sep 20, 202611-504 contacts →

Indirect evidence

“Fundada em 2015, a Braúna Investimentos surgiu do sonho de profissionais com extensa experiência no mercado financeiro, visando criar uma empresa com serviço diferenciado quanto à…”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidencePorto Alegre, BrazilHQ checked Sep 20, 202611-504 contacts →

Indirect evidence

“Rivea Investimentos | AI Necton - Uma empresa BTG Pactual Invista em sua liberdade Na Rivea, acreditamos que a verdadeira riqueza vai além dos números – ela é construída com…”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceSão Paulo, BrazilHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Contabilidade Assessoria empresarial personalizada, voltada às necessidades de cada cliente, oferecendo orientação e os melhores serviços de contabilidade para a sua empresa.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceBauru, BrazilHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Cuidar do nosso dinheiro é sempre uma tarefa complexa.”

Source: RevenueBase Database · checked Sep 20, 2026
20Partial evidenceBelo Horizonte, BrazilHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“A Diamond Financial é uma empresa multiespecialista em planejamento financeiro personalizado para pessoa, famílias e empresas.”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceToledo, BrazilHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“A Prati Soluções em Gestão e Finanças têm, em seu DNA, a determinação de estabelecer parcerias estratégicas, oferecer ampla variedade de serviços de gestão e finanças e promover…”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceSão Paulo, BrazilHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“A Econoinvest oferece um planejamento de vida que traz clareza, para que você tome as melhores decisões de acordo com as suas necessidades e realize os seus sonhos.”

Source: RevenueBase Database · checked Sep 20, 2026
23Strong evidenceSantos, BrazilHQ checked Sep 20, 20261-102 contacts →

Strong evidence

Financial plan, accounting and taxes advisory and consulting - What can we do for you now?”

Source: RevenueBase Database · checked Sep 20, 2026
24Indirect evidenceSão Caetano Do Sul, BrazilHQ checked Sep 20, 202611-501 contacts →

Indirect evidence

“A Six Capital nasceu com o propósito de atender uma grande necessidade dos brasileiros: construir um planejamento financeiro que permita a realização de todos os sonhos e…”

Source: RevenueBase Database · checked Sep 20, 2026
25Indirect evidenceSao Paulo, BrazilHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“A Bridgen é uma empresa de planejamento financeiro pessoal e consultoria em investimentos, que atua no mercado desde 2012.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 227 nonprofit financial advisors based in Brazil

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Nonprofit financial advisors based in Brazil at a glance

As of Sep 20, 2026
12.8%Verified-email coverage
3.5Average contacts per company
1-10Median size (employees)
31.3%Largest-city concentration · Sao Paulo
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
183
11-50
36
51-200
5
201-500
1

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 227 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 nonprofit financial advisors, 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 “nonprofit financial advisors”. 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 nonprofit financial advisors), 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 nonprofit financial advisors, 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, 101 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 20, 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.

Nonprofit financial advisors by metro

  • Nonprofit financial advisors in Sao Paulo71

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 nonprofit financial advisors, 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 nonprofit financial advisors are there based in Brazil?

RevenueBase identified 227 nonprofit financial advisors 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?

API Capital Investimentos, headquartered in Novo Hamburgo, tops this list with the largest team on record.

Which city has the most nonprofit financial advisors?

Sao Paulo leads with 71 headquartered companies, followed by Belo Horizonte (15) and Rio De Janeiro (15).

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 101 verified decision-maker contacts tracked across these 227 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 20, 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.