Company lists · Data refreshed September 2026

Top 21 Portfolio accounting firms based in Brazil

RevenueBase identified 50 portfolio accounting firms headquartered in Brazil as of September 2026 and tracks 740 professional contacts across them, including 275 with verified work emails and 16 with mobile numbers. Sao Paulo is the largest hub.

This list covers portfolio accounting firms 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 5, 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 5, 2026 86% judged on-target in blind review
50Companies
740Contacts tracked
275Verified emails
16Mobile numbers
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The 21 largest portfolio accounting firms based in Brazil

Ranked by team size
Top 21 of 50 portfolio accounting firms based in Brazil, ranked by team size, largest first. Data refreshed Sep 5, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio accounting firms: 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 5, 2026201-500302 contacts →

Indirect evidence

“A Bradesco Asset Management é uma das maiores gestoras de fundos do Brasil, com uma seleção completa de soluções que possibilita a diversificação de seus investimentos.”

Source: RevenueBase Database · checked Sep 5, 2026
2Indirect evidenceRibeirão Preto, BrazilHQ checked Sep 5, 202651-20082 contacts →

Indirect evidence

“A RP Capital AAI é uma empresa de assessoria em investimentos credenciada a XP Investimentos, que atende clientes de qualquer parte do mundo.”

Source: RevenueBase Database · checked Sep 5, 2026
3Indirect evidenceSão Paulo, BrazilHQ checked Sep 5, 202611-5042 contacts →

Indirect evidence

“A We é a realização de um sonho.”

Source: RevenueBase Database · checked Sep 5, 2026
4Indirect evidenceSão Paulo, BrazilHQ checked Sep 5, 202611-5030 contacts →

Indirect evidence

“A ABS - Asset Banking System desenvolve e fornece soluções de software integrados para bancos, corretoras, distribuidoras, gestoras de recursos, wealth management, multi e single…”

Source: RevenueBase Database · checked Sep 5, 2026
5Indirect evidenceSao Paulo, BrazilHQ checked Sep 5, 202611-5020 contacts →

Indirect evidence

“Asset Management Company based in São Paulo.”

Source: RevenueBase Database · checked Sep 5, 2026
6Partial evidenceSão Paulo, BrazilHQ checked Sep 5, 202611-5017 contacts →

Partial evidence

“Wealth Management with ethics, responsibility, and professionalism, building personalized portfolios locally and internationally while considering tax and succession aspects, and…”

Source: RevenueBase Database · checked Sep 5, 2026
7Indirect evidenceUberlandia, BrazilHQ checked Sep 5, 202611-5016 contacts →

Indirect evidence

“A Ghia Investimentos se destaca por ser a única empresa da região especializada na gestão de grandes fortunas, pois sabemos que o atendimento exclusivo faz toda a diferença.”

Source: RevenueBase Database · checked Sep 5, 2026
8Indirect evidenceSão Paulo, BrazilHQ checked Sep 5, 202611-5014 contacts →

Indirect evidence

“A Monetá foi constituída para ser fora do óbvio, ir além.”

Source: RevenueBase Database · checked Sep 5, 2026
9Indirect evidenceRecife, BrazilHQ checked Sep 5, 202611-508 contacts →

Indirect evidence

“Assessoria de Investimentos credenciada à XP.”

Source: RevenueBase Database · checked Sep 5, 2026
10Indirect evidenceTrês De Maio, BrazilHQ checked Sep 5, 20261-107 contacts →

Indirect evidence

“A Lucrar é uma empresa de assessoria em investimentos que fornece a seus clientes uma visão ampla do mercado financeiro.”

Source: RevenueBase Database · checked Sep 5, 2026
11Indirect evidenceSao Paulo, BrazilHQ checked Sep 5, 20261-107 contacts →

Indirect evidence

“Gestão Especializada de Carteiras de Investimento para o seu Patrimônio.”

Source: RevenueBase Database · checked Sep 5, 2026
12Indirect evidenceSão Paulo, BrazilHQ checked Sep 5, 20261-107 contacts →

Indirect evidence

“A Gestão de Carteiras de Investimento especializada para o seu patrimônio.”

Source: RevenueBase Database · checked Sep 5, 2026
13Indirect evidenceCampinas, BrazilHQ checked Sep 5, 20261-105 contacts →

Indirect evidence

“Investimentos e Servicos Financeiros.”

Source: RevenueBase Database · checked Sep 5, 2026
14Indirect evidenceSão Paulo, BrazilHQ checked Sep 5, 20261-104 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 5, 2026
15Indirect evidenceSão Caetano Do Sul, BrazilHQ checked Sep 5, 20261-103 contacts →

Indirect evidence

“A Sinfonia Gestora de Recursos nasceu com um propósito claro: servir você!”

Source: RevenueBase Database · checked Sep 5, 2026
16Indirect evidenceMogi Das Cruzes, BrazilHQ checked Sep 5, 20261-103 contacts →

Indirect evidence

“A ARGO Invest é um escritório credenciado pelo Safra Invest, uma marca que há mais de 175 anos é sinônimo de confiança.”

Source: RevenueBase Database · checked Sep 5, 2026
17Partial evidenceSão Paulo, BrazilHQ checked Sep 5, 20261-102 contacts →

Partial evidence

“Pegasus Capital is a São Paulo based independent investment firm that manages clients' onshore and offshore portfolios unbiasedly.”

Source: RevenueBase Database · checked Sep 5, 2026
18Indirect evidenceSao Paulo, BrazilHQ checked Sep 5, 20261-102 contacts →

Indirect evidence

“Nosso trabalho é prestar assessoria em investimentos nas mais diversas modalidades disponíveis no mercado, customizando as melhores alternativas para cada perfil, de modo…”

Source: RevenueBase Database · checked Sep 5, 2026
19Indirect evidenceAraguari, BrazilHQ checked Sep 5, 20261-102 contacts →

Indirect evidence

“Seu BPO Soluções de Negócios is an investment management company based out of Araguari, Brazil.”

Source: RevenueBase Database · checked Sep 5, 2026
20Indirect evidenceSao Paulo, BrazilHQ checked Sep 5, 20261-101 contacts →

Indirect evidence

“A Alpha Key busca rentabilizar de maneira equilibrada e diversificada os investimentos de seus clientes, com rígido controle dos portfólios sob sua gestão.”

Source: RevenueBase Database · checked Sep 5, 2026
21Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 5, 20261-101 contacts →

Indirect evidence

“Somos especialistas em Gestão, Administração, Estruturação e Constituição de Carteiras Administradas, Clubes e Fundos de Investimentos.”

Source: RevenueBase Database · checked Sep 5, 2026

Showing 21 of 50 portfolio accounting firms based in Brazil

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Portfolio accounting firms based in Brazil at a glance

As of Sep 5, 2026
37.2%Verified-email coverage
2.2%Mobile-number coverage
14.8Average contacts per company
1-10Median size (employees)
42.0%Largest-city concentration · Sao Paulo
Sep 5, 2026Page data refreshed

Companies by employee count

1-10
31
11-50
14
51-200
4
201-500
1

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

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 portfolio accounting firms, 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 “portfolio accounting firms”. 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 portfolio accounting firms), 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 portfolio accounting firms, 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, 275 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 5, 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.

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 portfolio accounting firms, 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 portfolio accounting firms are there based in Brazil?

RevenueBase identified 50 portfolio accounting firms 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?

Bradesco Asset Management, headquartered in Sao Paulo, tops this list with the largest team on record.

Which city has the most portfolio accounting firms?

Sao Paulo leads with 21 headquartered companies, followed by Rio De Janeiro (4) and Curitiba (2).

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 275 verified decision-maker contacts tracked across these 50 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 5, 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.