Company lists · Data refreshed September 2026

Top 25 Nonprofit investment consultants based in Brazil

RevenueBase identified 75 nonprofit investment consultants headquartered in Brazil as of September 2026 and tracks 381 professional contacts across them, including 121 with verified work emails. Sao Paulo is the largest hub.

This list covers nonprofit investment consultants 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 21, 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 21, 2026 86% judged on-target in blind review
75Companies
381Contacts tracked
121Verified emails
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The 25 largest nonprofit investment consultants based in Brazil

Ranked by team size
Top 25 of 75 nonprofit investment consultants based in Brazil, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to nonprofit investment consultants: 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 evidenceBelém, BrazilHQ checked Sep 21, 202651-20043 contacts →

Indirect evidence

“Melhor escritório XP do Brasil”

Source: RevenueBase Database · checked Sep 21, 2026
2Indirect evidenceSao Paulo, BrazilHQ checked Sep 21, 202651-20032 contacts →

Indirect evidence

“Somos uma empresa de alta performance em assessoria para seus investimentos.”

Source: RevenueBase Database · checked Sep 21, 2026
3Indirect evidenceNovo Hamburgo, BrazilHQ checked Sep 21, 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 21, 2026
4Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 21, 202651-20020 contacts →

Indirect evidence

“Atuando no mercado financeiro desde 2005, no Guia da Bolsa temos como objetivo prestar o melhor serviço de assessoria de investimentos para nossos clientes, auxiliando-os em seus…”

Source: RevenueBase Database · checked Sep 21, 2026
5Indirect evidenceSão Carlos, BrazilHQ checked Sep 21, 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 21, 2026
6Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 21, 202611-5015 contacts →

Indirect evidence

“A Platinum Investimentos surgiu com a proposta de atender atuais e futuros investidores do Mercado de capitais.”

Source: RevenueBase Database · checked Sep 21, 2026
7Indirect evidenceSão Paulo, BrazilHQ checked Sep 21, 202611-5012 contacts →

Indirect evidence

“A Animus é uma empresa de consultoria que apoia seus clientes – empresas, fundações e institutos corporativos, familiares ou independentes.”

Source: RevenueBase Database · checked Sep 21, 2026
8Indirect evidenceVitória, BrazilHQ checked Sep 21, 20261-1012 contacts →

Indirect evidence

“A Investor é especializada em assessoria e serviços financeiros.”

Source: RevenueBase Database · checked Sep 21, 2026
9Indirect evidenceMatriz: São Paulo, BrazilHQ checked Sep 21, 202611-5010 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 21, 2026
10Indirect evidenceSão Paulo, BrazilHQ checked Sep 21, 202611-508 contacts →

Indirect evidence

“A i9Advisory fundada em 2015 é uma consultoria de investimentos independente e credenciada na CVM.”

Source: RevenueBase Database · checked Sep 21, 2026
11Indirect evidenceSao Paulo, BrazilHQ checked Sep 21, 20261-108 contacts →

Indirect evidence

“A Essential Partners nasceu da visão de sócios comprometidos em transformar o conceito de assessoria financeira.”

Source: RevenueBase Database · checked Sep 21, 2026
12Indirect evidencePorto Alegre, BrazilHQ checked Sep 21, 20261-107 contacts →

Indirect evidence

“Somos uma consultoria de investimentos independente.”

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidenceSão Paulo, BrazilHQ checked Sep 21, 20261-107 contacts →

Indirect evidence

“Consultoria de investimentos independente formada por profissionais altamente qualificados.”

Source: RevenueBase Database · checked Sep 21, 2026
14Indirect evidenceSao Paulo, BrazilHQ checked Sep 21, 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 21, 2026
15Indirect evidenceSão Paulo, BrazilHQ checked Sep 21, 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 21, 2026
16Indirect evidenceCampinas, BrazilHQ checked Sep 21, 202611-505 contacts →

Indirect evidence

“Global Market Capital, somos uma Consultoria de Investimentos.”

Source: RevenueBase Database · checked Sep 21, 2026
17Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 21, 202611-505 contacts →

Indirect evidence

“A AZ Investimentos é uma empresa independente devidamente registrada na Comissão de Valores Mobiliários (CVM), na forma da Instrução Normativa nº 497/11.”

Source: RevenueBase Database · checked Sep 21, 2026
18Indirect evidencePorto Alegre, BrazilHQ checked Sep 21, 20261-104 contacts →

Indirect evidence

“Trabalhamos no assessoramento de famílias que buscam melhor gestão de seu patrimônio, dando suporte na elaboração e implementação de estratégias alinhadas com seus objetivos.”

Source: RevenueBase Database · checked Sep 21, 2026
19Indirect evidenceSao Paulo, BrazilHQ checked Sep 21, 20261-104 contacts →

Indirect evidence

“A Ecta Invest é uma consultoria que atua na recomendação profissional em investimentos de valores mobiliários, ou seja, do universo de capitais, tais como fundos, ações…”

Source: RevenueBase Database · checked Sep 21, 2026
20Indirect evidenceSao Paulo, BrazilHQ checked Sep 21, 20261-103 contacts →

Indirect evidence

“A Jaú Consultoria de Investimentos Ltda.(JAÚ INVESTIMENTOS) é uma consultoria de investimentos voltada para indivíduos e famílias de alta renda e empresas, com atuação em todo o…”

Source: RevenueBase Database · checked Sep 21, 2026
21Indirect evidenceSão Paulo, BrazilHQ checked Sep 21, 20261-103 contacts →

Indirect evidence

“A R&F Partners é uma empresa de consultoria de investimentos independente que presta serviços de: educação financeira, consultoria financeira na área de investimentos e análise de…”

Source: RevenueBase Database · checked Sep 21, 2026
22Indirect evidenceMaringá, BrazilHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

“Empresa de consultoria com foco em investimentos através de consórcios.”

Source: RevenueBase Database · checked Sep 21, 2026
23Indirect evidenceSao Paulo, BrazilHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

“A ONDA INVEST é uma Consultoria de Investimentos especializada em criar portfólios personalizados para investidores que buscam obter rentabilidade financeira ao gerar impacto…”

Source: RevenueBase Database · checked Sep 21, 2026
24Indirect evidenceSao Paulo, BrazilHQ checked Sep 21, 202611-502 contacts →

Indirect evidence

“Consultoria, com ênfase em captação de recursos e investimentos voltada ao mercado imobiliário e agronegócios.”

Source: RevenueBase Database · checked Sep 21, 2026
25Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

“Prestação de serviços de consultoria, de forma independente, em mecanismos de investimento pessoal, com o objetivo de construir, aumentar, diversificar e/ou proteger seu…”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 25 of 75 nonprofit investment consultants based in Brazil

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Nonprofit investment consultants based in Brazil at a glance

As of Sep 21, 2026
31.8%Verified-email coverage
5.1Average contacts per company
1-10Median size (employees)
40.0%Largest-city concentration · Sao Paulo
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
54
11-50
17
51-200
4

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 75 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 investment consultants, 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 investment consultants”. 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 investment consultants), 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 investment consultants, 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, 121 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 21, 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 investment consultants by metro

  • Nonprofit investment consultants in Sao Paulo30

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 investment consultants, 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 investment consultants are there based in Brazil?

RevenueBase identified 75 nonprofit investment consultants 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?

Blue3 XP Investimentos, headquartered in Belem, tops this list with the largest team on record.

Which city has the most nonprofit investment consultants?

Sao Paulo leads with 30 headquartered companies, followed by Rio De Janeiro (9) and Belo Horizonte (3).

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 121 verified decision-maker contacts tracked across these 75 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 21, 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.