Company lists · Data refreshed September 2026

Top 25 Nonprofit financial advisory companies based in Brazil

Name: Nonprofit financial advisory companies based in Brazil
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 372 companies tracked

RevenueBase identified 372 nonprofit financial advisory companies headquartered in 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 nonprofit financial advisory companies headquartered in Brazil, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 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

372Companies

1,934Contacts tracked

518Verified emails

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The 25 largest nonprofit financial advisory companies based in Brazil

Ranked by team size

Top 25 of 372 nonprofit financial advisory companies 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 advisory companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Portfel Consultoria Financeira	Indirect evidence	Barueri, BrazilHQ checked Sep 20, 2026	201-500	581 contacts →
	Indirect evidence “A Portfel atua como consultoria financeira com consultores registrados na CVM, impedindo que haja conflito de interesses na prestação de serviços.” Source: RevenueBase Database · checked Sep 20, 2026
2	Serafin	Indirect evidence	São Paulo, BrazilHQ checked Sep 20, 2026	51-200	52 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
3	Associação Fazenda Vila Real DE ITU	Partial evidence	Itu, BrazilHQ checked Sep 20, 2026	51-200	25 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
4	API Capital Investimentos	Indirect evidence	Novo Hamburgo, BrazilHQ checked Sep 20, 2026	1-10	24 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
5	Fbispo	Indirect evidence	Sp, BrazilHQ checked Sep 20, 2026	11-50	21 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
6	AW Capital Investimentos BTG Pactual	Indirect evidence	Rio De Janeiro, BrazilHQ checked Sep 20, 2026	11-50	19 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
7	S&c Assessoria Contábil	Indirect evidence	Fortaleza, BrazilHQ checked Sep 20, 2026	11-50	18 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
8	Atlantic Invest	Indirect evidence	São Carlos, BrazilHQ checked Sep 20, 2026	11-50	17 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
9	Rumo Investimentos	Indirect evidence	Barueri, BrazilHQ checked Sep 20, 2026	11-50	16 contacts →
	Indirect evidence “A Rumo Investimentos, parte do Grupo Rumo, oferece assessoria financeira completa na tomada de decisões financeiras para quem busca uma vida melhor.” Source: RevenueBase Database · checked Sep 20, 2026
10	Vante Invest	Indirect evidence	Brasília, BrazilHQ checked Sep 20, 2026	1-10	14 contacts →
	Indirect evidence “Assessor de Investimentos do BTG Pactual Investir é, dentre outras coisas, navegar.” Source: RevenueBase Database · checked Sep 20, 2026
11	V10 Investimentos	Indirect evidence	Belo Horizonte, BrazilHQ checked Sep 20, 2026	11-50	14 contacts →
	Indirect evidence “A V10 Investimentos é uma consultoria financeira pessoal.” Source: RevenueBase Database · checked Sep 20, 2026
12	Investor Assessoria E Investimentos	Indirect evidence	Vitória, BrazilHQ checked Sep 20, 2026	1-10	12 contacts →
	Indirect evidence “A Investor é especializada em assessoria e serviços financeiros.” Source: RevenueBase Database · checked Sep 20, 2026
13	MZM Wealth	Indirect evidence	São Paulo, BrazilHQ checked Sep 20, 2026	1-10	12 contacts →
	Indirect evidence “Somos uma empresa de consultoria financeira especializada em Planejamento Financeiro e Consultoria de Investimentos.” Source: RevenueBase Database · checked Sep 20, 2026
14	Bureau Social	Indirect evidence	Matriz: São Paulo, BrazilHQ checked Sep 20, 2026	11-50	10 contacts →
	Indirect evidence “O Bureau Social, também conhecido como Instituto Brasileiro de Negócios Sociais, é referência em assessoria e consultoria especializada para empresas que buscam reduzir custos…” Source: RevenueBase Database · checked Sep 20, 2026
15	Sporos Gestão DE Valor	Indirect evidence	São Paulo, BrazilHQ checked Sep 20, 2026	11-50	9 contacts →
	Indirect evidence “SPOROS é uma empresa com foco em assessoria financeira, gestão empresarial e regulatória.” Source: RevenueBase Database · checked Sep 20, 2026
16	K1 Capital Humano	Indirect evidence	Rio De Janeiro, BrazilHQ checked Sep 20, 2026	11-50	9 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
17	FH Advisors	Partial evidence	Belo Horizonte, BrazilHQ checked Sep 20, 2026	11-50	8 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
18	Lupa Assessoria Contábil	Indirect evidence	Goiânia, BrazilHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “Lupa Assessoria Contábil E Gestão De Negócios Ltda Av.” Source: RevenueBase Database · checked Sep 20, 2026
19	Wulaia Consultoria	Indirect evidence	Rio De Janeiro, BrazilHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “Quem somos: Fundada em 2012, com filiais no RJ e SP, a Wulaia Consultoria presta serviços de assessoria financeira e treinamento empresarial.” Source: RevenueBase Database · checked Sep 20, 2026
20	Momento Invest AAI	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 20, 2026	1-10	6 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
21	Attimo Finanças	Indirect evidence	São Paulo, BrazilHQ checked Sep 20, 2026	1-10	6 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
22	Soul Capital	Indirect evidence	São Paulo, BrazilHQ checked Sep 20, 2026	11-50	6 contacts →
	Indirect evidence “A Soul Capital surgiu com um jeito diferente de fazer negócios.” Source: RevenueBase Database · checked Sep 20, 2026
23	Ciatex Trade	Indirect evidence	Itajaí, BrazilHQ checked Sep 20, 2026	11-50	6 contacts →
	Indirect evidence “Nosso foco é o atendimento à clientes de médio à pequeno porte.” Source: RevenueBase Database · checked Sep 20, 2026
24	Boreal Finanças	Indirect evidence	Barueri, BrazilHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “A Boreal Finanças foi criada em 2016 para ajudar pequenas e médias empresas a encontrarem as melhores respostas para questões como essas.” Source: RevenueBase Database · checked Sep 20, 2026
25	ONE Financial	Partial evidence	Porto Ferreira, BrazilHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “Na One Financial, oferecemos soluções financeiras personalizadas.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: nonprofit financial advisory companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names nonprofit financial advisory companies.
Partial evidence: Its own public description names part of nonprofit financial advisory companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name nonprofit financial advisory companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 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, 2026

26.8%Verified-email coverage

5.2Average contacts per company

1-10Median size (employees)

30.6%Largest-city concentration · Sao Paulo

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

288

11-50

51-200

201-500

501-1,000

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

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 advisory companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Brazil whose own description of what they do matches “nonprofit financial advisory companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names nonprofit financial advisory companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among nonprofit financial advisory companies, and records with no verified work email. Companies headquartered outside Brazil are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 518 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 advisory companies by metro

Nonprofit financial advisory companies in Sao Paulo114

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 advisory companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many nonprofit financial advisory companies are there based in Brazil?

RevenueBase identified 372 nonprofit financial advisory companies headquartered in Brazil as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Portfel Consultoria Financeira, headquartered in Barueri, tops this list with the largest team on record.

Which city has the most nonprofit financial advisory companies?

Sao Paulo leads with 114 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 518 verified decision-maker contacts tracked across these 372 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.