Company lists · Data refreshed September 2026

Top 25 Online portfolio management companies based in Brazil

Name: Online portfolio management 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 108 companies tracked

RevenueBase identified 108 company matches for online portfolio management companies associated with Brazil as of September 2026 and tracks 1,729 professional contacts across them, including 481 with verified work emails. Sao Paulo is the largest hub.

This list covers company matches for online portfolio management 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

108Companies

1,729Contacts tracked

481Verified emails

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The 25 largest online portfolio management companies based in Brazil

Ranked by team size

Top 25 of 108 company matches for online portfolio management companies based in Brazil, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Necton Investimentos	Exact match	Sao Paulo, BrazilHQ recorded Sep 20, 2026	201-500	221 contacts →
	Exact match “Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Nova Futura Investimentos	Exact match	Sao Paulo, BrazilHQ recorded Sep 20, 2026	201-500	171 contacts →
	Exact match “A maior corretora independente do país.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	rico.com.vc	Exact match	Sao Paulo, BrazilHQ recorded Sep 20, 2026	51-200	170 contacts →
	Exact match “Criada em 2011, a Rico é uma corretora de investimentos 100% online e voltada à pessoa física.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Britech S.A	Exact match	São Paulo, BrazilHQ recorded Sep 20, 2026	51-200	97 contacts →
	Exact match “From emerging firms to large-scale operators, BRITech delivers a single source of truth for investment management, with the precision, depth, and flexibility each business needs…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Quark Investimentos	Exact match	Sao Paulo, BrazilHQ recorded Sep 20, 2026	51-200	90 contacts →
	Exact match “Quark Investimentos \| Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Delta Investor Assessoria DE Investimentos	Exact match	Sao Paulo, BrazilHQ recorded Sep 20, 2026	51-200	43 contacts →
	Exact match “Bem-vindo à Delta Investor, uma empresa digital de assessoria de investimentos dedicada a transformar a experiência de investir para melhorar a vida das pessoas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Investidor10	Exact match	Rio De Janeiro, BrazilHQ recorded Sep 20, 2026	11-50	39 contacts →
	Exact match “O Investidor10 democratiza o mundo dos investimentos para pessoas físicas com uma plataforma completa e recursos exclusivos, permitindo que alcancem seus objetivos financeiros.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Kronor Capital Investimentos	Exact match	São Paulo, BrazilHQ recorded Sep 20, 2026	1-10	25 contacts →
	Exact match “A Kronor é um escritório de agentes autônomos de investimentos credenciado à XP Investimentos.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	MEU Vista	Exact match	Sao Paulo, BrazilHQ recorded Sep 20, 2026	11-50	23 contacts →
	Exact match “Conectamos planejadores financeiros com clientes usando tecnologia.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Maison Invest	Exact match	Niterói, BrazilHQ recorded Sep 20, 2026	11-50	23 contacts →
	Exact match “Liberdade, Fraternidade e Rentabilidade.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	WAY Investimentos	Exact match	Rio De Janeiro, BrazilHQ recorded Sep 20, 2026	11-50	19 contacts →
	Exact match “A WAY Assessores de Investimentos, fundada em 2008, é uma empresa de assessoria de investimentos, consolidada com mais de 1.900 clientes ativos e R$1,7 bilhões sob assessoria na…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	KINVO	Exact match	Sao Paulo, BrazilHQ recorded Sep 20, 2026	11-50	19 contacts →
	Exact match “O Kinvo é uma fintech da área de investimentos criada em 2017 com a missão de empoderar o investidor.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Smarttbot	Exact match	Belo Horizonte, BrazilHQ recorded Sep 20, 2026	11-50	19 contacts →
	Exact match “A SmarttBot é a primeira fintech brasileira especializada em investimento automatizado na bolsa de valores.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	RN Investimentos	Exact match	São Paulo, BrazilHQ recorded Sep 20, 2026	11-50	18 contacts →
	Exact match “Mais que especialistas em investimentos.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Siglo Investimentos	Exact match	Florianópolis, BrazilHQ recorded Sep 20, 2026	11-50	16 contacts →
	Exact match “A Siglo Investimentos é um escritório credenciado à XP Investimentos, fundado em 2017 por um grupo de profissionais experientes e apaixonados pelo mercado financeiro.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Maclaude Investimentos XP Investimentos	Exact match	Rio De Janeiro, BrazilHQ recorded Sep 20, 2026	11-50	16 contacts →
	Exact match “A Maclaude é uma assessoria de investimentos credenciada à XP Investimentos, dedicada a oferecer um acompanhamento próximo, técnico e personalizado para clientes que desejam…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Euqueroinvestir	Exact match	Sao Paulo, BrazilHQ recorded Sep 20, 2026	201-500	16 contacts →
	Exact match “A gente nunca pensou que a quantidade de informação seria um obstáculo para escolher como investir.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Green Alternative Investments	Exact match	São Paulo, BrazilHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “Green Alternative Investments is a financial platform formed by two companies:(i) Green Asset Management authorized by CVM/Anbima and (ii) Green Distribuidora de Títulos e Valores…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Savvy Investments	Exact match	Rio De Janeiro, BrazilHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Savvy Investments was founded in 2018 to segregate the investment management business from our insurance services practice started in with Savvy Insurance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Investai	Exact match	Sao Paulo, BrazilHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match “Você não precisa investir sozinho.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Check Invest	Exact match	Florianópolis, BrazilHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match “Nosso maior objetivo é fazer você investir melhor.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	MG Wealth Wealth Managment & Multi Family Office	Exact match	Sao Paulo, BrazilHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Gestão Especializada de Carteiras de Investimento para o seu Patrimônio.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Dnainvest Assessores DE Investimentos	Exact match	Sao Paulo, BrazilHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “A DNAinvest é uma empresa de assessores de investimentos, MULTIPLATAFORMA, especializada em atender clientes que gostam de exclusividade e que são exigentes com a qualidade do…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Capitólio Investimentos	Exact match	Sao Paulo, BrazilHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match “A Capitólio foi eleita a melhor empresa de investimentos pela Brazil Advisor Awards 2020, prêmio dado aos escritórios com melhor desempenho na XP Investimentos.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Taiga Investimentos	Exact match	São Paulo, BrazilHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “O objetivo da Taiga Investimentos é ajudar as pessoas a investir melhor e realizar seus sonhos, democratizando o acesso a investimentos que estão disponíveis apenas para grandes…” 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 “online portfolio management 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 108 online portfolio management companies based in Brazil

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Online portfolio management companies based in Brazil at a glance

As of Sep 20, 2026

27.8%Verified-email coverage

16.0Average contacts per company

1-10Median size (employees)

46.3%Largest-city concentration · Sao Paulo

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 108 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 “online portfolio management 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 481 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 “online portfolio management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many online portfolio management companies are there based in Brazil?

RevenueBase identified 108 company matches for online portfolio management 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?

Necton Investimentos tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most online portfolio management companies?

Sao Paulo leads with 50 company records, followed by Rio De Janeiro (12) and Florianopolis (5).

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 481 professional contacts with verified work emails tracked across these 108 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.

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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.