Company lists · Data refreshed September 2026
Top 25 Personal financial advisors based in Brazil
RevenueBase identified 985 company matches for personal financial advisors associated with Brazil as of September 2026 and tracks 27,066 professional contacts across them, including 7,662 with verified work emails. Sao Paulo is the largest hub.
This list covers company matches for personal financial advisors 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 personal financial advisors based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 10,838 contacts → | ||||
Exact match “Somos referência em investimentos.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 591 contacts → | ||||
Exact match “Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 530 contacts → | ||||
Exact match “Na Monte Bravo, nosso propósito é claro: construir um mercado de assessoria financeria melhor para fazer a diferença na vida das pessoas através do mercado financeiro.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 526 contacts → | ||||
Exact match “A SVN Investimentos é agente autônomo de investimentos credenciado à XP Investimentos e disponibilizamos um portfólio completo.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 425 contacts → | ||||
Exact match “Surgimos para proporcionar aos brasileiros uma forma de investir que é transparente, sem conflito de interesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 267 contacts → | ||||
Exact match “Em 2006, iniciamos as atividades da XP Investimentos em São Paulo, ainda como Agente Autônomo de Investimentos, numa minúscula sala de 6m².” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 267 contacts → | ||||
Exact match “A Lifetime Investimentos atua no mercado financeiro desde 2011.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 265 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 264 contacts → | ||||
Exact match “Somos mais do que uma empresa de investimentos.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 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 | |||||
| 11 | 193 contacts → | ||||
Exact match “A AJX Capital nasceu para trazer as melhores soluções financeiras para aqueles que contam com a gente para tirar os sonhos do papel.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 181 contacts → | ||||
Exact match “Com uma veia empreendedora e um histórico no mercado acionário brasileiro oriunda desde 1989, a Criteria foi fundada em 2014 buscando aprimorar o serviço de rentabilização e…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 180 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 168 contacts → | ||||
Exact match “Somos uma assessoria financeira credenciada à XP Investimentos, com mais de R$ 12 bilhões sob custódia, dedicada a oferecer soluções patrimoniais alinhadas aos objetivos, momento…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 167 contacts → | ||||
Exact match “A EWZ Capital é um dos maiores escritórios de assessoria de investimentos do país, atuando como assessoria de investimentos credenciada ao BTG Pactual, na qualidade de assessoria…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 157 contacts → | ||||
Exact match “Escolher um bom caminho é tão importante quanto saber aonde se quer chegar.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 124 contacts → | ||||
Exact match “Somos uma empresa que acredita que todo sonho é possível e, com as pessoas certas ao seu lado, você consegue chegar muito mais rápido!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 110 contacts → | ||||
Exact match “Agende uma reunião com o especialista e monte um plano para a conquista dos seus sonhos e objetivos pessoais.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 91 contacts → | ||||
Exact match “Um conglomerado financeiro que cuida de cada etapa da sua vida com nossas soluções de investimentos sob medida para os seus objetivos.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 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 | |||||
| 21 | 82 contacts → | ||||
Exact match “A RP Capital AAI é uma empresa de assessoria em investimentos credenciada a XP Investimentos, que atende clientes de qualquer parte do mundo.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 80 contacts → | ||||
Exact match “Em 2017, tivemos uma ideia.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 80 contacts → | ||||
Exact match “A VOGA é um escritório de investimentos, que carrega em seu próprio nome as diretrizes fundamentais da empresa.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 77 contacts → | ||||
Exact match “Na Kaza Capital, transformamos estratégia em resultados.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 76 contacts → | ||||
Exact match “A melhor opção para você investir no mercado financeiro com o apoio de uma empresa do Grupo Bradesco, que conta com mais de 50 anos de experiência e credibilidade no mercado.” 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 “personal financial advisors”. 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 985 personal financial advisors based in Brazil
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Personal financial advisors 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 985 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 “personal financial advisors” 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 7,662 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 “personal financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many personal financial advisors are there based in Brazil?
RevenueBase identified 985 company matches for personal financial advisors 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?
SAFRA tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most personal financial advisors?
Sao Paulo leads with 329 company records, followed by Rio De Janeiro (70) and Porto Alegre (43).
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 7,662 professional contacts with verified work emails tracked across these 985 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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Download this list →Related lists
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Browse the directory
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Personal financial advisors based in Adelaide, Australia
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Company intelligence · public preview
Top 25 personal financial advisors 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 985 matching company records for personal financial advisors based in Brazil, with 27,066 tracked contacts and 7,662 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 personal financial advisors 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 |  SAFRAsafra.com.brHQ: Sao Paulo, BrazilReported employees: 10001+ | Sao Paulo, Brazil | 10001+ | Exact match | 10,838 contacts → |
“Somos referência em investimentos.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Blue3 Investimentosblue3investimentos.com.brHQ: Ribeirão Preto, BrazilReported employees: 501-1,000 | Ribeirão Preto, Brazil | 501-1,000 | Exact match | 591 contacts → |
“Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Monte Bravomontebravo.com.brHQ: Sao Paulo, BrazilReported employees: 501-1,000 | Sao Paulo, Brazil | 501-1,000 | Exact match | 530 contacts → |
“Na Monte Bravo, nosso propósito é claro: construir um mercado de assessoria financeria melhor para fazer a diferença na vida das pessoas através do mercado financeiro.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  SVN Investimentossvninvestimentos.com.brHQ: Maringá, BrazilReported employees: 201-500 | Maringá, Brazil | 201-500 | Exact match | 526 contacts → |
“A SVN Investimentos é agente autônomo de investimentos credenciado à XP Investimentos e disponibilizamos um portfólio completo.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Warren Investimentoswarren.com.brHQ: Sao Paulo, BrazilReported employees: 501-1,000 | Sao Paulo, Brazil | 501-1,000 | Exact match | 425 contacts → |
“Surgimos para proporcionar aos brasileiros uma forma de investir que é transparente, sem conflito de interesses.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Alta Vista Investimentosaltavistainvest.com.brHQ: São Paulo, BrazilReported employees: 201-500 | São Paulo, Brazil | 201-500 | Exact match | 267 contacts → |
“Em 2006, iniciamos as atividades da XP Investimentos em São Paulo, ainda como Agente Autônomo de Investimentos, numa minúscula sala de 6m².” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Lifetime Investimentoslftm.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 267 contacts → |
“A Lifetime Investimentos atua no mercado financeiro desde 2011.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Wiser BTG Pactualsejawiser.com.brHQ: Campinas, BrazilReported employees: 201-500 | Campinas, Brazil | 201-500 | Exact match | 265 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  FAZ Capitalfazcapital.com.brHQ: Porto Alegre, BrazilReported employees: 201-500 | Porto Alegre, Brazil | 201-500 | Exact match | 264 contacts → |
“Somos mais do que uma empresa de investimentos.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Necton Investimentosnecton.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 221 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  AJX Capital S Aajxcapital.com.brHQ: Barueri, BrazilReported employees: Not recorded | Barueri, Brazil | Not recorded | Exact match | 193 contacts → |
“A AJX Capital nasceu para trazer as melhores soluções financeiras para aqueles que contam com a gente para tirar os sonhos do papel.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Criteria Financial Groupcriteriafg.com.brHQ: São Paulo, BrazilReported employees: 201-500 | São Paulo, Brazil | 201-500 | Exact match | 181 contacts → |
“Com uma veia empreendedora e um histórico no mercado acionário brasileiro oriunda desde 1989, a Criteria foi fundada em 2014 buscando aprimorar o serviço de rentabilização e…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Liberta Investimentoslibertainvestimentos.com.brHQ: Porto Alegre, BrazilReported employees: 201-500 | Porto Alegre, Brazil | 201-500 | Exact match | 180 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Veedhaveedha.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 168 contacts → |
“Somos uma assessoria financeira credenciada à XP Investimentos, com mais de R$ 12 bilhões sob custódia, dedicada a oferecer soluções patrimoniais alinhadas aos objetivos, momento…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  EWZ Capitalcapital.ewz.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 167 contacts → |
“A EWZ Capital é um dos maiores escritórios de assessoria de investimentos do país, atuando como assessoria de investimentos credenciada ao BTG Pactual, na qualidade de assessoria…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Guide Investimentosguide.com.brHQ: São Paulo, BrazilReported employees: 201-500 | São Paulo, Brazil | 201-500 | Exact match | 157 contacts → |
“Escolher um bom caminho é tão importante quanto saber aonde se quer chegar.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  VMB Investvmbinvest.com.brHQ: Niterói, BrazilReported employees: 51-200 | Niterói, Brazil | 51-200 | Exact match | 124 contacts → |
“Somos uma empresa que acredita que todo sonho é possível e, com as pessoas certas ao seu lado, você consegue chegar muito mais rápido!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  RJ Investimentosrjmais.comHQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 110 contacts → |
“Agende uma reunião com o especialista e monte um plano para a conquista dos seus sonhos e objetivos pessoais.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Renova Investrenovainvest.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 91 contacts → |
“Um conglomerado financeiro que cuida de cada etapa da sua vida com nossas soluções de investimentos sob medida para os seus objetivos.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Quark Investimentosquarkinvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 90 contacts → |
“Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  RP Capital Investimentosrpcapital.com.brHQ: Ribeirão Preto, BrazilReported employees: 51-200 | Ribeirão Preto, Brazil | 51-200 | Exact match | 82 contacts → |
“A RP Capital AAI é uma empresa de assessoria em investimentos credenciada a XP Investimentos, que atende clientes de qualquer parte do mundo.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Prosperidade Investimentosprosperidadeinvest.com.brHQ: Sao Bernardo Do Campo, BrazilReported employees: 51-200 | Sao Bernardo Do Campo, Brazil | 51-200 | Exact match | 80 contacts → |
“Em 2017, tivemos uma ideia.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  VOGAvoga.com.brHQ: Brasilia, BrazilReported employees: 51-200 | Brasilia, Brazil | 51-200 | Exact match | 80 contacts → |
“A VOGA é um escritório de investimentos, que carrega em seu próprio nome as diretrizes fundamentais da empresa.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Kaza Capitalkazacapital.com.brHQ: Anápolis, BrazilReported employees: 51-200 | Anápolis, Brazil | 51-200 | Exact match | 77 contacts → |
“Na Kaza Capital, transformamos estratégia em resultados.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Bradesco Corretorabradescocorretora.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 76 contacts → |
“A melhor opção para você investir no mercado financeiro com o apoio de uma empresa do Grupo Bradesco, que conta com mais de 50 anos de experiência e credibilidade no mercado.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 985 company matches
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Personal financial advisors: 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
983 records in the displayed employee bands.
2 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 985 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 personal financial advisors?
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 personal financial advisors did RevenueBase find based in Brazil?
The saved snapshot records 985 matching company records, 27,066 tracked contacts and 7,662 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
Personal financial advisors by geography
- Personal financial advisors based in Adelaide, Australia
- Personal financial advisors based in Brisbane City, Australia
- Personal financial advisors based in Brisbane, Australia
- Personal financial advisors based in Melbourne, Australia
- Personal financial advisors based in North Sydney, Australia
- Personal financial advisors based in Parramatta, Australia
- Personal financial advisors based in Perth, Australia
- Personal financial advisors based in Sydney, Australia
- Personal financial advisors based in Belo Horizonte, Brazil
- Personal financial advisors based in Curitiba, Brazil
- Personal financial advisors based in Porto Alegre, Brazil
- Personal financial advisors based in Rio De Janeiro, Brazil
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 personal financial advisors based in Brazil. Snapshot: September 20, 2026. https://revenuebase.ai/companies/personal-financial-advisors/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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Company intelligence · public preview
Top 25 personal financial advisors based in Brazil
RevenueBase records 985 matching company records for personal financial advisors based in Brazil, with 27,066 tracked contacts and 7,662 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 personal financial advisors 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 | SAFRAsafra.com.br HQ: Sao Paulo, BrazilReported employees: 10001+ | Sao Paulo, Brazil | 10001+ | Exact match | 10,838 contacts → |
“Somos referência em investimentos.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Blue3 Investimentosblue3investimentos.com.br HQ: Ribeirão Preto, BrazilReported employees: 501-1,000 | Ribeirão Preto, Brazil | 501-1,000 | Exact match | 591 contacts → |
“Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Monte Bravomontebravo.com.br HQ: Sao Paulo, BrazilReported employees: 501-1,000 | Sao Paulo, Brazil | 501-1,000 | Exact match | 530 contacts → |
“Na Monte Bravo, nosso propósito é claro: construir um mercado de assessoria financeria melhor para fazer a diferença na vida das pessoas através do mercado financeiro.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | SVN Investimentossvninvestimentos.com.br HQ: Maringá, BrazilReported employees: 201-500 | Maringá, Brazil | 201-500 | Exact match | 526 contacts → |
“A SVN Investimentos é agente autônomo de investimentos credenciado à XP Investimentos e disponibilizamos um portfólio completo.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Warren Investimentoswarren.com.br HQ: Sao Paulo, BrazilReported employees: 501-1,000 | Sao Paulo, Brazil | 501-1,000 | Exact match | 425 contacts → |
“Surgimos para proporcionar aos brasileiros uma forma de investir que é transparente, sem conflito de interesses.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Alta Vista Investimentosaltavistainvest.com.br HQ: São Paulo, BrazilReported employees: 201-500 | São Paulo, Brazil | 201-500 | Exact match | 267 contacts → |
“Em 2006, iniciamos as atividades da XP Investimentos em São Paulo, ainda como Agente Autônomo de Investimentos, numa minúscula sala de 6m².” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Lifetime Investimentoslftm.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 267 contacts → |
“A Lifetime Investimentos atua no mercado financeiro desde 2011.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Wiser BTG Pactualsejawiser.com.br HQ: Campinas, BrazilReported employees: 201-500 | Campinas, Brazil | 201-500 | Exact match | 265 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | FAZ Capitalfazcapital.com.br HQ: Porto Alegre, BrazilReported employees: 201-500 | Porto Alegre, Brazil | 201-500 | Exact match | 264 contacts → |
“Somos mais do que uma empresa de investimentos.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Necton Investimentosnecton.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 221 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | AJX Capital S Aajxcapital.com.br HQ: Barueri, BrazilReported employees: Not recorded | Barueri, Brazil | Not recorded | Exact match | 193 contacts → |
“A AJX Capital nasceu para trazer as melhores soluções financeiras para aqueles que contam com a gente para tirar os sonhos do papel.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Criteria Financial Groupcriteriafg.com.br HQ: São Paulo, BrazilReported employees: 201-500 | São Paulo, Brazil | 201-500 | Exact match | 181 contacts → |
“Com uma veia empreendedora e um histórico no mercado acionário brasileiro oriunda desde 1989, a Criteria foi fundada em 2014 buscando aprimorar o serviço de rentabilização e…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Liberta Investimentoslibertainvestimentos.com.br HQ: Porto Alegre, BrazilReported employees: 201-500 | Porto Alegre, Brazil | 201-500 | Exact match | 180 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Veedhaveedha.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 168 contacts → |
“Somos uma assessoria financeira credenciada à XP Investimentos, com mais de R$ 12 bilhões sob custódia, dedicada a oferecer soluções patrimoniais alinhadas aos objetivos, momento…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | EWZ Capitalcapital.ewz.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 167 contacts → |
“A EWZ Capital é um dos maiores escritórios de assessoria de investimentos do país, atuando como assessoria de investimentos credenciada ao BTG Pactual, na qualidade de assessoria…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Guide Investimentosguide.com.br HQ: São Paulo, BrazilReported employees: 201-500 | São Paulo, Brazil | 201-500 | Exact match | 157 contacts → |
“Escolher um bom caminho é tão importante quanto saber aonde se quer chegar.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | VMB Investvmbinvest.com.br HQ: Niterói, BrazilReported employees: 51-200 | Niterói, Brazil | 51-200 | Exact match | 124 contacts → |
“Somos uma empresa que acredita que todo sonho é possível e, com as pessoas certas ao seu lado, você consegue chegar muito mais rápido!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | RJ Investimentosrjmais.com HQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 110 contacts → |
“Agende uma reunião com o especialista e monte um plano para a conquista dos seus sonhos e objetivos pessoais.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Renova Investrenovainvest.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 91 contacts → |
“Um conglomerado financeiro que cuida de cada etapa da sua vida com nossas soluções de investimentos sob medida para os seus objetivos.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Quark Investimentosquarkinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 90 contacts → |
“Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | RP Capital Investimentosrpcapital.com.br HQ: Ribeirão Preto, BrazilReported employees: 51-200 | Ribeirão Preto, Brazil | 51-200 | Exact match | 82 contacts → |
“A RP Capital AAI é uma empresa de assessoria em investimentos credenciada a XP Investimentos, que atende clientes de qualquer parte do mundo.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Prosperidade Investimentosprosperidadeinvest.com.br HQ: Sao Bernardo Do Campo, BrazilReported employees: 51-200 | Sao Bernardo Do Campo, Brazil | 51-200 | Exact match | 80 contacts → |
“Em 2017, tivemos uma ideia.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | VOGAvoga.com.br HQ: Brasilia, BrazilReported employees: 51-200 | Brasilia, Brazil | 51-200 | Exact match | 80 contacts → |
“A VOGA é um escritório de investimentos, que carrega em seu próprio nome as diretrizes fundamentais da empresa.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Kaza Capitalkazacapital.com.br HQ: Anápolis, BrazilReported employees: 51-200 | Anápolis, Brazil | 51-200 | Exact match | 77 contacts → |
“Na Kaza Capital, transformamos estratégia em resultados.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Bradesco Corretorabradescocorretora.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 76 contacts → |
“A melhor opção para você investir no mercado financeiro com o apoio de uma empresa do Grupo Bradesco, que conta com mais de 50 anos de experiência e credibilidade no mercado.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 985 company matches
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Personal financial advisors: 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
983 records in the displayed employee bands.
2 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 985 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 personal financial advisors?
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 personal financial advisors did RevenueBase find based in Brazil?
The saved snapshot records 985 matching company records, 27,066 tracked contacts and 7,662 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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- Personal financial advisors based in Adelaide, Australia
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Cite this list
RevenueBase Data Team. Top 25 personal financial advisors based in Brazil. Snapshot: September 20, 2026. https://revenuebase.ai/companies/personal-financial-advisors/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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