Company lists · Data refreshed September 2026

Top 25 Personal financial coaches based in Brazil

Name: Personal financial coaches based in Brazil
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 625 companies tracked

RevenueBase identified 625 personal financial coaches headquartered in Brazil as of September 2026 and tracks 8,866 professional contacts across them, including 1,520 with verified work emails. Sao Paulo is the largest hub.

This list covers personal financial coaches headquartered in Brazil, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

625Companies

8,866Contacts tracked

1,520Verified emails

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The 25 largest personal financial coaches based in Brazil

Ranked by team size

Top 25 of 625 personal financial coaches based in Brazil, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to personal financial coaches: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Fattor Recuperacao DE Creditos E Gestao DE Risco	Partial evidence	Sao Paulo, BrazilHQ checked Sep 20, 2026	n/a	538 contacts →
	Partial evidence “Fattor Recuperacao De Creditos E Gestao De Risco is a financial services company based out of Rua da Consolação 331, São Paulo, São Paulo, Brazil.” Source: RevenueBase Database · checked Sep 20, 2026
2	Wiser BTG Pactual	Indirect evidence	Campinas, BrazilHQ checked Sep 20, 2026	201-500	265 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 20, 2026
3	FAZ Capital	Indirect evidence	Porto Alegre, BrazilHQ checked Sep 20, 2026	201-500	264 contacts →
	Indirect evidence “Somos mais do que uma empresa de investimentos.” Source: RevenueBase Database · checked Sep 20, 2026
4	Necton Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 20, 2026	201-500	221 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 20, 2026
5	Liberta Investimentos	Indirect evidence	Porto Alegre, BrazilHQ checked Sep 20, 2026	201-500	180 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 20, 2026
6	Veedha	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 20, 2026	201-500	168 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
7	Guide Investimentos	Indirect evidence	São Paulo, BrazilHQ checked Sep 20, 2026	201-500	157 contacts →
	Indirect evidence “Escolher um bom caminho é tão importante quanto saber aonde se quer chegar.” Source: RevenueBase Database · checked Sep 20, 2026
8	RJ Investimentos	Indirect evidence	Rio De Janeiro, BrazilHQ checked Sep 20, 2026	51-200	110 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 20, 2026
9	Quark Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 20, 2026	51-200	90 contacts →
	Indirect evidence “Quark Investimentos \| Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Source: RevenueBase Database · checked Sep 20, 2026
10	Prosperidade Investimentos	Indirect evidence	Sao Bernardo Do Campo, BrazilHQ checked Sep 20, 2026	51-200	80 contacts →
	Indirect evidence “Em 2017, tivemos uma ideia.” Source: RevenueBase Database · checked Sep 20, 2026
11	INVÉS	Indirect evidence	São Paulo, BrazilHQ checked Sep 20, 2026	51-200	65 contacts →
	Indirect evidence “Mais do que um assessor, o planejador financeiro é seu guia de jornada em direção ao seus objetivos.” Source: RevenueBase Database · checked Sep 20, 2026
12	Nord Wealth	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 20, 2026	11-50	64 contacts →
	Indirect evidence “A Nord Wealth nasceu da nossa vontade de atender os clientes da mesma forma que gostaríamos de ser atendidos: profissionais certificados, atendimento próximo e interesses…” Source: RevenueBase Database · checked Sep 20, 2026
13	Petrópolis Invest	Indirect evidence	Petrópolis, BrazilHQ checked Sep 20, 2026	51-200	61 contacts →
	Indirect evidence “Nascemos em Petrópolis há 10 anos com uma convicção simples: assessoria de investimentos de verdade exige presença, não apenas plataforma.” Source: RevenueBase Database · checked Sep 20, 2026
14	A.W.A Capital	Indirect evidence	São Luís, BrazilHQ checked Sep 20, 2026	51-200	61 contacts →
	Indirect evidence “Somos uma assessoria de investimentos do segmento de alta renda credenciada à XP Investimentos, a maior Corretora de Valores da América Latina.” Source: RevenueBase Database · checked Sep 20, 2026
15	Ville Capital XP Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 20, 2026	51-200	59 contacts →
	Indirect evidence “A Ville Capital iniciou as atividades em 2021, com a missão de oferecer soluções inovadoras para clientes de Alta Renda, Private e Empresas.” Source: RevenueBase Database · checked Sep 20, 2026
16	Real Invest	Indirect evidence	Aracaju, BrazilHQ checked Sep 20, 2026	11-50	54 contacts →
	Indirect evidence “A nossa história começa em 2008.” Source: RevenueBase Database · checked Sep 20, 2026
17	Serafin	Indirect evidence	São Paulo, BrazilHQ checked Sep 20, 2026	51-200	52 contacts →
	Indirect evidence “A Serafin nasce com um propósito: acreditamos que é possível impactar positivamente a vida das pessoas levando clareza e guiando decisões para que todos possam alcançar seu…” Source: RevenueBase Database · checked Sep 20, 2026
18	O2 Capital	Indirect evidence	São Paulo, BrazilHQ checked Sep 20, 2026	51-200	48 contacts →
	Indirect evidence “Os outros falam sobre investimentos, nós falamos sobre: VOCÊ.” Source: RevenueBase Database · checked Sep 20, 2026
19	Ihub Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 20, 2026	51-200	48 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 20, 2026
20	Delta Investor Assessoria DE Investimentos	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 20, 2026	51-200	43 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 20, 2026
21	ALLYA	Partial evidence	São Paulo, BrazilHQ checked Sep 20, 2026	11-50	41 contacts →
	Partial evidence “Allya is a complete financial wellness platform.” Source: RevenueBase Database · checked Sep 20, 2026
22	BIG Invest	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 20, 2026	51-200	41 contacts →
	Indirect evidence “Na Big Invest, ajudamos você a alcançar as conquistas que deseja, agora e no futuro.” Source: RevenueBase Database · checked Sep 20, 2026
23	Investflow Investimentos	Indirect evidence	Curitiba, BrazilHQ checked Sep 20, 2026	51-200	41 contacts →
	Indirect evidence “Somos a InvestFlow Investimentos!” Source: RevenueBase Database · checked Sep 20, 2026
24	The Hill Capital	Indirect evidence	São Paulo, BrazilHQ checked Sep 20, 2026	11-50	40 contacts →
	Indirect evidence “A The Hill Capital é um escritório de Assessoria de Investimentos, credenciado pelo BTG Pactual, que busca trazer uma nova experiência de investimento financeiro para quem deseja…” Source: RevenueBase Database · checked Sep 20, 2026
25	Unifique Invest	Indirect evidence	901, BrazilHQ checked Sep 20, 2026	11-50	39 contacts →
	Indirect evidence “Para nós, o mais importante são seus sonhos e projetos de vida, somos um aliado fundamental para suas conquistas.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

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

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

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

Showing 25 of 625 personal financial coaches based in Brazil

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Personal financial coaches based in Brazil at a glance

As of Sep 20, 2026

17.1%Verified-email coverage

14.2Average contacts per company

1-10Median size (employees)

30.4%Largest-city concentration · Sao Paulo

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

438

11-50

136

51-200

201-500

501-1,000

1,001-5,000

10001+

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 625 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 financial coaches, 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 financial coaches”. 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 financial coaches), 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 financial coaches, 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, 1,520 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Personal financial coaches by metro

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 financial coaches, 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 financial coaches are there based in Brazil?

RevenueBase identified 625 personal financial coaches 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?

Fattor Recuperacao DE Creditos E Gestao DE Risco, headquartered in Sao Paulo, tops this list with the largest team on record.

Which city has the most personal financial coaches?

Sao Paulo leads with 190 headquartered companies, followed by Rio De Janeiro (40) and Porto Alegre (32).

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 1,520 verified decision-maker contacts tracked across these 625 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.