Company lists · Data refreshed September 2026
Top 25 Nonprofit financial advisory companies based in Brazil
RevenueBase identified 372 company matches for nonprofit financial advisory companies associated with Brazil as of September 2026 and tracks 1,934 professional contacts across them, including 518 with verified work emails. Sao Paulo is the largest hub.
This list covers company matches for nonprofit financial advisory companies associated with Brazil, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 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 nonprofit financial advisory companies based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 581 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 52 contacts → | ||||
Exact match “A Serafin nasce com um propósito: acreditamos que é possível impactar positivamente a vida das pessoas levando clareza e guiando decisões para que todos possam alcançar seu…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 25 contacts → | ||||
Exact match “Associacao Fazenda Vila Real De Itu is a nonprofit organization management company based out of Rod Marechal Rondon, S/N, Km 113,5, Itu, São Paulo, Brazil.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 24 contacts → | ||||
Exact match “Nós acreditamos que investir é uma ferramenta para alcançar o que é realmente importante para você.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 21 contacts → | ||||
Exact match “A FBispo surgiu da necessidade de prestar serviços de planejamento financeiro e suporte operacional para atender a demanda de profissionais liberais e do empresariado a fim de…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 19 contacts → | ||||
Exact match “A AW Capital é uma empresa com a missão de entender seus clientes na essência e proporcionar estratégias financeiras personalizadas que impactem positivamente pessoas…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 18 contacts → | ||||
Exact match “Com 30 anos de experiência no atendimento a organizações do Terceiro Setor, a S&C é bem mais que uma empresa de contabilidade.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 17 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 16 contacts → | ||||
Exact match “A Rumo Investimentos, parte do Grupo Rumo, oferece assessoria financeira completa na tomada de decisões financeiras para quem busca uma vida melhor.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 14 contacts → | ||||
Exact match “Assessor de Investimentos do BTG Pactual Investir é, dentre outras coisas, navegar.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 14 contacts → | ||||
Exact match “A V10 Investimentos é uma consultoria financeira pessoal.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 12 contacts → | ||||
Exact match “A Investor é especializada em assessoria e serviços financeiros.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 12 contacts → | ||||
Exact match “Somos uma empresa de consultoria financeira especializada em Planejamento Financeiro e Consultoria de Investimentos.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 10 contacts → | ||||
Exact match “O Bureau Social, também conhecido como Instituto Brasileiro de Negócios Sociais, é referência em assessoria e consultoria especializada para empresas que buscam reduzir custos…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 9 contacts → | ||||
Exact match “SPOROS é uma empresa com foco em assessoria financeira, gestão empresarial e regulatória.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 9 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 8 contacts → | ||||
Exact match “Lupa Assessoria Contábil E Gestão De Negócios Ltda Av.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “Quem somos: Fundada em 2012, com filiais no RJ e SP, a Wulaia Consultoria presta serviços de assessoria financeira e treinamento empresarial.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “A Momento Investimentos foi criada para exercer as atividades de consultoria em investimentos e de planejamento financeiro pessoal.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “Somos uma consultoria financeira “boutique”, especializada em finanças pessoais, com foco em Planejamento Financeiro Pessoal e Consultoria de Investimentos Financeiros.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “A Soul Capital surgiu com um jeito diferente de fazer negócios.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “Nosso foco é o atendimento à clientes de médio à pequeno porte.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 6 contacts → | ||||
Exact match “A Boreal Finanças foi criada em 2016 para ajudar pequenas e médias empresas a encontrarem as melhores respostas para questões como essas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “Na One Financial, oferecemos soluções financeiras personalizadas.” Recorded in the RevenueBase company graph · Sep 20, 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 “nonprofit financial advisory companies”. 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 372 nonprofit financial advisory companies based in Brazil
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Nonprofit financial advisory companies based in Brazil at a glance
As of Sep 20, 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 372 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 “nonprofit financial advisory companies” 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 518 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 20, 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.
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 “nonprofit financial advisory companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many nonprofit financial advisory companies are there based in Brazil?
RevenueBase identified 372 company matches for nonprofit financial advisory companies associated with Brazil as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
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 nonprofit financial advisory companies?
Sao Paulo leads with 114 company records, followed by Rio De Janeiro (24) and Belo Horizonte (19).
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 518 professional contacts with verified work emails tracked across these 372 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 372 nonprofit financial advisory companies based in Brazil. Start with a free account, no credit card.
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Nonprofit financial advisory companies by geography
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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Company intelligence · public preview
Top 25 nonprofit financial advisory companies 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 372 matching company records for nonprofit financial advisory companies based in Brazil, with 1,934 tracked contacts and 518 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: September 20, 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 nonprofit financial advisory companies 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 | 581 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Serafinserafin.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 52 contacts → |
“A Serafin nasce com um propósito: acreditamos que é possível impactar positivamente a vida das pessoas levando clareza e guiando decisões para que todos possam alcançar seu…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Associação Fazenda Vila Real DE ITUfazendavilareal.com.brHQ: Itu, BrazilReported employees: 51-200 | Itu, Brazil | 51-200 | Exact match | 25 contacts → |
“Associacao Fazenda Vila Real De Itu is a nonprofit organization management company based out of Rod Marechal Rondon, S/N, Km 113,5, Itu, São Paulo, Brazil.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | API Capital Investimentosapicapital.com.br HQ: Novo Hamburgo, BrazilReported employees: 1-10 | Novo Hamburgo, Brazil | 1-10 | Exact match | 24 contacts → |
“Nós acreditamos que investir é uma ferramenta para alcançar o que é realmente importante para você.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Fbispofbispo.com.br HQ: Sp, BrazilReported employees: 11-50 | Sp, Brazil | 11-50 | Exact match | 21 contacts → |
“A FBispo surgiu da necessidade de prestar serviços de planejamento financeiro e suporte operacional para atender a demanda de profissionais liberais e do empresariado a fim de…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  AW Capital Investimentos BTG Pactualawcapital.com.brHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 19 contacts → |
“A AW Capital é uma empresa com a missão de entender seus clientes na essência e proporcionar estratégias financeiras personalizadas que impactem positivamente pessoas…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  S&c Assessoria Contábilseccontabil.com.brHQ: Fortaleza, BrazilReported employees: 11-50 | Fortaleza, Brazil | 11-50 | Exact match | 18 contacts → |
“Com 30 anos de experiência no atendimento a organizações do Terceiro Setor, a S&C é bem mais que uma empresa de contabilidade.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Atlantic Investatlanticinvest.com.brHQ: São Carlos, BrazilReported employees: 11-50 | São Carlos, Brazil | 11-50 | Exact match | 17 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Rumo Investimentosrumoinvestimentos.com.br HQ: Barueri, BrazilReported employees: 11-50 | Barueri, Brazil | 11-50 | Exact match | 16 contacts → |
“A Rumo Investimentos, parte do Grupo Rumo, oferece assessoria financeira completa na tomada de decisões financeiras para quem busca uma vida melhor.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Vante Investvanteinvest.com HQ: Brasília, BrazilReported employees: 1-10 | Brasília, Brazil | 1-10 | Exact match | 14 contacts → |
“Assessor de Investimentos do BTG Pactual Investir é, dentre outras coisas, navegar.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  V10 Investimentosv10investimentos.com.brHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 14 contacts → |
“A V10 Investimentos é uma consultoria financeira pessoal.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Investor Assessoria E Investimentosinvestor.com.brHQ: Vitória, BrazilReported employees: 1-10 | Vitória, Brazil | 1-10 | Exact match | 12 contacts → |
“A Investor é especializada em assessoria e serviços financeiros.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | MZM Wealthmzmwealth.com HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 12 contacts → |
“Somos uma empresa de consultoria financeira especializada em Planejamento Financeiro e Consultoria de Investimentos.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Bureau Socialbureausocial.org.brHQ: Matriz: São Paulo, BrazilReported employees: 11-50 | Matriz: São Paulo, Brazil | 11-50 | Exact match | 10 contacts → |
“O Bureau Social, também conhecido como Instituto Brasileiro de Negócios Sociais, é referência em assessoria e consultoria especializada para empresas que buscam reduzir custos…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Sporos Gestão DE Valorsporos.comHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 9 contacts → |
“SPOROS é uma empresa com foco em assessoria financeira, gestão empresarial e regulatória.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  K1 Capital Humanok1planejamento.com.brHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  FH Advisorsfhadvisors.com.brHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 8 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Lupa Assessoria Contábilassessorialupa.com.brHQ: Goiânia, BrazilReported employees: 1-10 | Goiânia, Brazil | 1-10 | Exact match | 8 contacts → |
“Lupa Assessoria Contábil E Gestão De Negócios Ltda Av.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Wulaia Consultoriawulaiaconsultoria.com.brHQ: Rio De Janeiro, BrazilReported employees: 1-10 | Rio De Janeiro, Brazil | 1-10 | Exact match | 7 contacts → |
“Quem somos: Fundada em 2012, com filiais no RJ e SP, a Wulaia Consultoria presta serviços de assessoria financeira e treinamento empresarial.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Momento Invest AAImomentoinvest.com.brHQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 6 contacts → |
“A Momento Investimentos foi criada para exercer as atividades de consultoria em investimentos e de planejamento financeiro pessoal.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Attimo Finançasattimofamilyoffice.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 6 contacts → |
“Somos uma consultoria financeira “boutique”, especializada em finanças pessoais, com foco em Planejamento Financeiro Pessoal e Consultoria de Investimentos Financeiros.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Soul Capitalsoulcapital.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 6 contacts → |
“A Soul Capital surgiu com um jeito diferente de fazer negócios.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Ciatex Tradeciatextrade.com.brHQ: Itajaí, BrazilReported employees: 11-50 | Itajaí, Brazil | 11-50 | Exact match | 6 contacts → |
“Nosso foco é o atendimento à clientes de médio à pequeno porte.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Boreal Finançasborealfinancas.com.brHQ: Barueri, BrazilReported employees: 1-10 | Barueri, Brazil | 1-10 | Exact match | 6 contacts → |
“A Boreal Finanças foi criada em 2016 para ajudar pequenas e médias empresas a encontrarem as melhores respostas para questões como essas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | ONE Financialfinancialone.com.br HQ: Porto Ferreira, BrazilReported employees: 1-10 | Porto Ferreira, Brazil | 1-10 | Exact match | 5 contacts → |
“Na One Financial, oferecemos soluções financeiras personalizadas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 372 company matches
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Nonprofit financial advisory companies: dataset insights
September 20, 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
369 records in the displayed employee bands.
3 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 372 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: September 20, 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 ↗
Questions about this company list
What does Exact match mean for nonprofit financial advisory companies?
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 nonprofit financial advisory companies did RevenueBase find based in Brazil?
The saved snapshot records 372 matching company records, 1,934 tracked contacts and 518 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: September 20, 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
Nonprofit financial advisory companies by geography
- Nonprofit financial advisory companies based in Mumbai, India
- Nonprofit financial advisory companies based in Atlanta, United States
- Nonprofit financial advisory companies based in Austin, United States
- Nonprofit financial advisory companies based in Boston, United States
- Nonprofit financial advisory companies based in Charlotte, United States
- Nonprofit financial advisory companies based in Chicago, United States
- Nonprofit financial advisory companies based in Cincinnati, United States
- Nonprofit financial advisory companies based in Dallas, United States
- Nonprofit financial advisory companies based in Denver, United States
- Nonprofit financial advisory companies based in Houston, United States
- Nonprofit financial advisory companies based in Indianapolis, United States
- Nonprofit financial advisory companies based in Los Angeles, United States
Cite this list
RevenueBase Data Team. Top 25 nonprofit financial advisory companies based in Brazil. Snapshot: September 20, 2026. https://revenuebase.ai/companies/nonprofit-financial-advisory-companies/brazil.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Nonprofit financial advisory companies based in Mumbai, India
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- Nonprofit financial advisory companies based in Chicago, United States
Company intelligence · public preview
Top 25 nonprofit financial advisory companies based in Brazil
RevenueBase records 372 matching company records for nonprofit financial advisory companies based in Brazil, with 1,934 tracked contacts and 518 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: September 20, 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 nonprofit financial advisory companies 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 | 581 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Serafinserafin.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 52 contacts → |
“A Serafin nasce com um propósito: acreditamos que é possível impactar positivamente a vida das pessoas levando clareza e guiando decisões para que todos possam alcançar seu…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Associação Fazenda Vila Real DE ITUfazendavilareal.com.br HQ: Itu, BrazilReported employees: 51-200 | Itu, Brazil | 51-200 | Exact match | 25 contacts → |
“Associacao Fazenda Vila Real De Itu is a nonprofit organization management company based out of Rod Marechal Rondon, S/N, Km 113,5, Itu, São Paulo, Brazil.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | API Capital Investimentosapicapital.com.br HQ: Novo Hamburgo, BrazilReported employees: 1-10 | Novo Hamburgo, Brazil | 1-10 | Exact match | 24 contacts → |
“Nós acreditamos que investir é uma ferramenta para alcançar o que é realmente importante para você.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Fbispofbispo.com.br HQ: Sp, BrazilReported employees: 11-50 | Sp, Brazil | 11-50 | Exact match | 21 contacts → |
“A FBispo surgiu da necessidade de prestar serviços de planejamento financeiro e suporte operacional para atender a demanda de profissionais liberais e do empresariado a fim de…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | AW Capital Investimentos BTG Pactualawcapital.com.br HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 19 contacts → |
“A AW Capital é uma empresa com a missão de entender seus clientes na essência e proporcionar estratégias financeiras personalizadas que impactem positivamente pessoas…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | S&c Assessoria Contábilseccontabil.com.br HQ: Fortaleza, BrazilReported employees: 11-50 | Fortaleza, Brazil | 11-50 | Exact match | 18 contacts → |
“Com 30 anos de experiência no atendimento a organizações do Terceiro Setor, a S&C é bem mais que uma empresa de contabilidade.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Atlantic Investatlanticinvest.com.br HQ: São Carlos, BrazilReported employees: 11-50 | São Carlos, Brazil | 11-50 | Exact match | 17 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Rumo Investimentosrumoinvestimentos.com.br HQ: Barueri, BrazilReported employees: 11-50 | Barueri, Brazil | 11-50 | Exact match | 16 contacts → |
“A Rumo Investimentos, parte do Grupo Rumo, oferece assessoria financeira completa na tomada de decisões financeiras para quem busca uma vida melhor.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Vante Investvanteinvest.com HQ: Brasília, BrazilReported employees: 1-10 | Brasília, Brazil | 1-10 | Exact match | 14 contacts → |
“Assessor de Investimentos do BTG Pactual Investir é, dentre outras coisas, navegar.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | V10 Investimentosv10investimentos.com.br HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 14 contacts → |
“A V10 Investimentos é uma consultoria financeira pessoal.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Investor Assessoria E Investimentosinvestor.com.br HQ: Vitória, BrazilReported employees: 1-10 | Vitória, Brazil | 1-10 | Exact match | 12 contacts → |
“A Investor é especializada em assessoria e serviços financeiros.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | MZM Wealthmzmwealth.com HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 12 contacts → |
“Somos uma empresa de consultoria financeira especializada em Planejamento Financeiro e Consultoria de Investimentos.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Bureau Socialbureausocial.org.br HQ: Matriz: São Paulo, BrazilReported employees: 11-50 | Matriz: São Paulo, Brazil | 11-50 | Exact match | 10 contacts → |
“O Bureau Social, também conhecido como Instituto Brasileiro de Negócios Sociais, é referência em assessoria e consultoria especializada para empresas que buscam reduzir custos…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Sporos Gestão DE Valorsporos.com HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 9 contacts → |
“SPOROS é uma empresa com foco em assessoria financeira, gestão empresarial e regulatória.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | K1 Capital Humanok1planejamento.com.br HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | FH Advisorsfhadvisors.com.br HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 8 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Lupa Assessoria Contábilassessorialupa.com.br HQ: Goiânia, BrazilReported employees: 1-10 | Goiânia, Brazil | 1-10 | Exact match | 8 contacts → |
“Lupa Assessoria Contábil E Gestão De Negócios Ltda Av.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Wulaia Consultoriawulaiaconsultoria.com.br HQ: Rio De Janeiro, BrazilReported employees: 1-10 | Rio De Janeiro, Brazil | 1-10 | Exact match | 7 contacts → |
“Quem somos: Fundada em 2012, com filiais no RJ e SP, a Wulaia Consultoria presta serviços de assessoria financeira e treinamento empresarial.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Momento Invest AAImomentoinvest.com.br HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 6 contacts → |
“A Momento Investimentos foi criada para exercer as atividades de consultoria em investimentos e de planejamento financeiro pessoal.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Attimo Finançasattimofamilyoffice.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 6 contacts → |
“Somos uma consultoria financeira “boutique”, especializada em finanças pessoais, com foco em Planejamento Financeiro Pessoal e Consultoria de Investimentos Financeiros.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Soul Capitalsoulcapital.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 6 contacts → |
“A Soul Capital surgiu com um jeito diferente de fazer negócios.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Ciatex Tradeciatextrade.com.br HQ: Itajaí, BrazilReported employees: 11-50 | Itajaí, Brazil | 11-50 | Exact match | 6 contacts → |
“Nosso foco é o atendimento à clientes de médio à pequeno porte.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Boreal Finançasborealfinancas.com.br HQ: Barueri, BrazilReported employees: 1-10 | Barueri, Brazil | 1-10 | Exact match | 6 contacts → |
“A Boreal Finanças foi criada em 2016 para ajudar pequenas e médias empresas a encontrarem as melhores respostas para questões como essas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | ONE Financialfinancialone.com.br HQ: Porto Ferreira, BrazilReported employees: 1-10 | Porto Ferreira, Brazil | 1-10 | Exact match | 5 contacts → |
“Na One Financial, oferecemos soluções financeiras personalizadas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 372 company matches
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Nonprofit financial advisory companies: dataset insights
September 20, 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
369 records in the displayed employee bands.
3 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 372 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: September 20, 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 ↗
Questions about this company list
What does Exact match mean for nonprofit financial advisory companies?
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 nonprofit financial advisory companies did RevenueBase find based in Brazil?
The saved snapshot records 372 matching company records, 1,934 tracked contacts and 518 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: September 20, 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.
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Cite this list
RevenueBase Data Team. Top 25 nonprofit financial advisory companies based in Brazil. Snapshot: September 20, 2026. https://revenuebase.ai/companies/nonprofit-financial-advisory-companies/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
- Nonprofit financial advisory companies based in Mumbai, India
- Nonprofit financial advisory companies based in Atlanta, United States
- Nonprofit financial advisory companies based in Austin, United States
- Nonprofit financial advisory companies based in Boston, United States
- Nonprofit financial advisory companies based in Charlotte, United States
- Nonprofit financial advisory companies based in Chicago, United States