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, how directly it supports the match, 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 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 21 largest portfolio accounting firms based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 302 | ||||
“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: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 2 | 82 | ||||
“A RP Capital AAI é uma empresa de assessoria em investimentos credenciada a XP Investimentos, que atende clientes de qualquer parte do mundo.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 3 | We CapitalIndirect evidence | 42 | |||
“A We é a realização de um sonho.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 4 | 30 | ||||
“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: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 5 | Encore Asset ManagementIndirect evidence | 20 | |||
“Asset Management Company based in São Paulo.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 6 | 17 | ||||
“Wealth Management with ethics, responsibility, and professionalism, building personalized portfolios locally and internationally while considering tax and succession aspects, and…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 7 | Ghia InvestimentosIndirect evidence | 16 | |||
“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: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 8 | Monetá InvestimentosIndirect evidence | 14 | |||
“A Monetá foi constituída para ser fora do óbvio, ir além.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 9 | Vega InvestimentosIndirect evidence | 8 | |||
“Assessoria de Investimentos credenciada à XP.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 10 | Lucrar InvestimentosIndirect evidence | 7 | |||
“A Lucrar é uma empresa de assessoria em investimentos que fornece a seus clientes uma visão ampla do mercado financeiro.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 11 | MG Wealth Wealth Managment & Multi Family OfficeIndirect evidence | 7 | |||
“Gestão Especializada de Carteiras de Investimento para o seu Patrimônio.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 12 | 7 | ||||
“A Gestão de Carteiras de Investimento especializada para o seu patrimônio.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 | ||||
“Investimentos e Servicos Financeiros.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 | ||||
Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 15 | Sinfonia Gestora DE RecursosIndirect evidence | 3 | |||
“A Sinfonia Gestora de Recursos nasceu com um propósito claro: servir você!” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 | ||||
“A ARGO Invest é um escritório credenciado pelo Safra Invest, uma marca que há mais de 175 anos é sinônimo de confiança.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 17 | Pegasus CapitalPartial evidence | 2 | |||
“Pegasus Capital is a São Paulo based independent investment firm that manages clients' onshore and offshore portfolios unbiasedly.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 18 | Insight InvestimentosIndirect evidence | 2 | |||
“Nosso trabalho é prestar assessoria em investimentos nas mais diversas modalidades disponíveis no mercado, customizando as melhores alternativas para cada perfil, de modo…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 19 | SEU BPO Soluções DE NegóciosIndirect evidence | 2 | |||
“Seu BPO Soluções de Negócios is an investment management company based out of Araguari, Brazil.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 20 | Alpha KEY Capital Management InvestimentosIndirect evidence | 1 | |||
“A Alpha Key busca rentabilizar de maneira equilibrada e diversificada os investimentos de seus clientes, com rígido controle dos portfólios sob sua gestão.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 21 | Zeus Capital Gestão DE Recursos E InvestimentosIndirect evidence | 1 | |||
“Somos especialistas em Gestão, Administração, Estruturação e Constituição de Carteiras Administradas, Clubes e Fundos de Investimentos.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
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, 2026Companies by employee count
Verified emails by last verification
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 evidence 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 SmartSearch, 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.
- 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 an evidence 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
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 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.
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