Company lists · Data refreshed September 2026

Top 25 Personal finance companies based in Brazil

RevenueBase identified 253 personal finance companies headquartered in Brazil as of September 2026 and tracks 4,248 professional contacts across them, including 972 with verified work emails. Sao Paulo is the largest hub.

This list covers personal finance 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 19, 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 19, 2026 86% judged on-target in blind review
253Companies
4,248Contacts tracked
972Verified emails
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The 25 largest personal finance companies based in Brazil

Ranked by team size
Top 25 of 253 personal finance companies based in Brazil, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to personal finance 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 2026501-1,000425 contacts →

Indirect evidence

“Surgimos para proporcionar aos brasileiros uma forma de investir que é transparente, sem conflito de interesses.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceCampinas, BrazilHQ checked Sep 19, 2026201-500265 contacts →

Indirect evidence

“Desde 2009, a Wiser, escritório do BTG Pactual, tem como missão gerar valor para seus clientes com segurança, conhecimento e foco, pilares que fazem parte do nosso DNA Nosso…”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 2026201-500221 contacts →

Indirect evidence

“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidencePorto Alegre, BrazilHQ checked Sep 19, 2026201-500180 contacts →

Indirect evidence

“A trajetória da Liberta começou em uma sala de aula com 30 alunos em Porto Alegre, e hoje somos um dos maiores escritórios credenciados à XP Investimentos no Brasil.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceSão Paulo, BrazilHQ checked Sep 19, 2026201-500157 contacts →

Indirect evidence

“Escolher um bom caminho é tão importante quanto saber aonde se quer chegar.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 19, 202651-200110 contacts →

Indirect evidence

“Agende uma reunião com o especialista e monte um plano para a conquista dos seus sonhos e objetivos pessoais.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202651-20090 contacts →

Indirect evidence

“Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceSao Bernardo Do Campo, BrazilHQ checked Sep 19, 202651-20080 contacts →

Indirect evidence

“Em 2017, tivemos uma ideia.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceSão Paulo, BrazilHQ checked Sep 19, 202651-20052 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 19, 2026
10Indirect evidenceSão Paulo, BrazilHQ checked Sep 19, 202651-20048 contacts →

Indirect evidence

“Os outros falam sobre investimentos, nós falamos sobre: VOCÊ.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202651-20048 contacts →

Indirect evidence

“iHUB é um escritório de agentes autônomos de investimentos especializado em renda variável, com a missão de auxiliar nossos clientes a investir de maneira mais inteligente para…”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202651-20043 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidenceSão Paulo, BrazilHQ checked Sep 19, 202611-5041 contacts →

Partial evidence

“Allya is a complete financial wellness platform.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceCuritiba, BrazilHQ checked Sep 19, 202651-20041 contacts →

Indirect evidence

“Somos a InvestFlow Investimentos!”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceNiterói, BrazilHQ checked Sep 19, 202611-5034 contacts →

Indirect evidence

“A VAROS se propõe a aperfeiçoar e facilitar o processo de decisão de investimento para pessoas comuns que desejam ter a tranquilidade de saber que o seu dinheiro está bem…”

Source: RevenueBase Database · checked Sep 19, 2026
16Strong evidenceSao Paulo, BrazilHQ checked Sep 19, 202611-5029 contacts →

Strong evidence

“A Krone Capital nasceu motivada pela busca por personalização no atendimento, conscientização sobre a educação financeira e disseminação da cultura de investimentos no país.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202611-5028 contacts →

Indirect evidence

“A Flap Capital nasce com o objetivo de auxiliar pessoas em manter a estabilidade e crescimento na sua vida patrimonial.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceIpatinga, BrazilHQ checked Sep 19, 202651-20026 contacts →

Indirect evidence

“Somos um dos primeiros escritórios credenciados XP Investimentos.”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceNiterói, BrazilHQ checked Sep 19, 202611-5023 contacts →

Indirect evidence

“Liberdade, Fraternidade e Rentabilidade.”

Source: RevenueBase Database · checked Sep 19, 2026
20Partial evidenceRio De Janeiro, BrazilHQ checked Sep 19, 202611-5020 contacts →

Partial evidence

“Nascemos do desejo de fazer a diferença no mercado financeiro.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceSão Paulo, BrazilHQ checked Sep 19, 202611-5020 contacts →

Indirect evidence

“Somos orientados às necessidades de nossos clientes, embasados em valores e focados no futuro.”

Source: RevenueBase Database · checked Sep 19, 2026
22Partial evidenceCuiabá, BrazilHQ checked Sep 19, 202611-5020 contacts →

Partial evidence

“Nos propomos a ajudar as pessoas a alcançarem seus objetivos financeiros e de vida.”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 19, 202611-5019 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidencePresidente Prudente, BrazilHQ checked Sep 19, 20261-1019 contacts →

Indirect evidence

“Soluções para fazer o seu dinheiro render”

Source: RevenueBase Database · checked Sep 19, 2026
25Partial evidenceCriciúma, BrazilHQ checked Sep 19, 202611-5017 contacts →

Partial evidence

“Organizze - Controle financeiro online fácil de usar e seguro.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 253 personal finance companies based in Brazil

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Personal finance companies based in Brazil at a glance

As of Sep 19, 2026
22.9%Verified-email coverage
16.8Average contacts per company
1-10Median size (employees)
28.5%Largest-city concentration · Sao Paulo
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
170
11-50
54
51-200
19
201-500
8
501-1,000
2

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 253 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 personal finance 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 “personal finance 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 personal finance 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 personal finance 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, 972 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 19, 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.

Personal finance companies by metro

  • Personal finance companies in Sao Paulo72

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 personal finance 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 personal finance companies are there based in Brazil?

RevenueBase identified 253 personal finance 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?

Warren Investimentos, headquartered in Sao Paulo, tops this list with the largest team on record.

Which city has the most personal finance companies?

Sao Paulo leads with 72 headquartered companies, followed by Rio De Janeiro (17) and Curitiba (13).

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 972 verified decision-maker contacts tracked across these 253 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 19, 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.