Company lists · Data refreshed September 2026
Top 21 Portfolio accounting firms based in Brazil
RevenueBase identified 50 company matches for portfolio accounting firms associated with 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 company matches for portfolio accounting firms 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 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 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 2 | 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 5, 2026 · View company records in RevenueBase | |||||
| 3 | 42 contacts → | ||||
Exact match “A We é a realização de um sonho.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 4 | 30 contacts → | ||||
Exact match “A ABS - Asset Banking System desenvolve e fornece soluções de software integrados para bancos, corretoras, distribuidoras, gestoras de recursos, wealth management, multi e single…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 5 | 20 contacts → | ||||
Exact match “Asset Management Company based in São Paulo.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 6 | 17 contacts → | ||||
Exact match “Wealth Management with ethics, responsibility, and professionalism, building personalized portfolios locally and internationally while considering tax and succession aspects, and…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 7 | 16 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 8 | 14 contacts → | ||||
Exact match “A Monetá foi constituída para ser fora do óbvio, ir além.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 9 | 8 contacts → | ||||
Exact match “Assessoria de Investimentos credenciada à XP.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 10 | 7 contacts → | ||||
Exact match “A Lucrar é uma empresa de assessoria em investimentos que fornece a seus clientes uma visão ampla do mercado financeiro.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 11 | 7 contacts → | ||||
Exact match “Gestão Especializada de Carteiras de Investimento para o seu Patrimônio.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match “A Gestão de Carteiras de Investimento especializada para o seu patrimônio.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “Investimentos e Servicos Financeiros.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “A Sinfonia Gestora de Recursos nasceu com um propósito claro: servir você!” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “A ARGO Invest é um escritório credenciado pelo Safra Invest, uma marca que há mais de 175 anos é sinônimo de confiança.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Pegasus Capital is a São Paulo based independent investment firm that manages clients' onshore and offshore portfolios unbiasedly.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Nosso trabalho é prestar assessoria em investimentos nas mais diversas modalidades disponíveis no mercado, customizando as melhores alternativas para cada perfil, de modo…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Seu BPO Soluções de Negócios is an investment management company based out of Araguari, Brazil.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “A Alpha Key busca rentabilizar de maneira equilibrada e diversificada os investimentos de seus clientes, com rígido controle dos portfólios sob sua gestão.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “Somos especialistas em Gestão, Administração, Estruturação e Constituição de Carteiras Administradas, Clubes e Fundos de Investimentos.” Recorded in the RevenueBase company graph · Sep 5, 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 “portfolio accounting firms”. 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 21 of 50 portfolio accounting firms based in Brazil
See the full list, filter by size, metro and specialty, and access 275 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio accounting firms based in Brazil at a glance
As of Sep 5, 2026Companies by employee count
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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 “portfolio accounting firms” 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 275 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 5, 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 “portfolio accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio accounting firms are there based in Brazil?
RevenueBase identified 50 company matches for portfolio accounting firms 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?
Bradesco Asset Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most portfolio accounting firms?
Sao Paulo leads with 21 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 275 professional contacts with verified work emails tracked across these 50 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 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 50 portfolio accounting firms based in Brazil. Start with a free account, no credit card.
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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.
More company lists
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- New lists
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Company intelligence · public preview
Top 21 portfolio accounting firms 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 50 matching company records for portfolio accounting firms based in Brazil, with 740 tracked contacts and 275 verified work emails.
This public preview shows 21 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 5, 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 21 portfolio accounting firms 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 |  Bradesco Asset Managementbradescoasset.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 302 contacts → |
“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.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  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 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  We Capitalwecapital.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 42 contacts → |
“A We é a realização de um sonho.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  ABSabsoftware.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 30 contacts → |
“A ABS - Asset Banking System desenvolve e fornece soluções de software integrados para bancos, corretoras, distribuidoras, gestoras de recursos, wealth management, multi e single…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Encore Asset Managementencore.amHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 20 contacts → |
“Asset Management Company based in São Paulo.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Baluarte Capitalbaluartecapital.comHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 17 contacts → |
“Wealth Management with ethics, responsibility, and professionalism, building personalized portfolios locally and internationally while considering tax and succession aspects, and…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Ghia Investimentosghiainvestimentos.com.br HQ: Uberlandia, BrazilReported employees: 11-50 | Uberlandia, Brazil | 11-50 | Exact match | 16 contacts → |
“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.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Monetá Investimentosmonetainvestimentos.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 14 contacts → |
“A Monetá foi constituída para ser fora do óbvio, ir além.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Vega Investimentosvegainvestimentos.comHQ: Recife, BrazilReported employees: 11-50 | Recife, Brazil | 11-50 | Exact match | 8 contacts → |
“Assessoria de Investimentos credenciada à XP.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Lucrar Investimentoslucrarinvestimentos.com.brHQ: Três De Maio, BrazilReported employees: 1-10 | Três De Maio, Brazil | 1-10 | Exact match | 7 contacts → |
“A Lucrar é uma empresa de assessoria em investimentos que fornece a seus clientes uma visão ampla do mercado financeiro.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  MG Wealth Wealth Managment & Multi Family Officeminhagestora.com.brHQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 7 contacts → |
“Gestão Especializada de Carteiras de Investimento para o seu Patrimônio.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Avanza Capitalavanzacapital.com.brHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 7 contacts → |
“A Gestão de Carteiras de Investimento especializada para o seu patrimônio.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Roma Invest XP Investimentosromainvestimentos.comHQ: Campinas, BrazilReported employees: 1-10 | Campinas, Brazil | 1-10 | Exact match | 5 contacts → |
“Investimentos e Servicos Financeiros.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Almagestum Capitalalmagestumcapital.com.brHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 15 |  Sinfonia Gestora DE Recursossinfoniainvestimentos.com.brHQ: São Caetano Do Sul, BrazilReported employees: 1-10 | São Caetano Do Sul, Brazil | 1-10 | Exact match | 3 contacts → |
“A Sinfonia Gestora de Recursos nasceu com um propósito claro: servir você!” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Argo Investargoinvest.com.brHQ: Mogi Das Cruzes, BrazilReported employees: 1-10 | Mogi Das Cruzes, Brazil | 1-10 | Exact match | 3 contacts → |
“A ARGO Invest é um escritório credenciado pelo Safra Invest, uma marca que há mais de 175 anos é sinônimo de confiança.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Pegasus Capitalpegasuscap.com.brHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 2 contacts → |
“Pegasus Capital is a São Paulo based independent investment firm that manages clients' onshore and offshore portfolios unbiasedly.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Insight Investimentosinsightinvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 2 contacts → |
“Nosso trabalho é prestar assessoria em investimentos nas mais diversas modalidades disponíveis no mercado, customizando as melhores alternativas para cada perfil, de modo…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  SEU BPO Soluções DE Negóciosseubpo.com.brHQ: Araguari, BrazilReported employees: 1-10 | Araguari, Brazil | 1-10 | Exact match | 2 contacts → |
“Seu BPO Soluções de Negócios is an investment management company based out of Araguari, Brazil.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Alpha KEY Capital Management Investimentosalphakey.com.br HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 1 contacts → |
“A Alpha Key busca rentabilizar de maneira equilibrada e diversificada os investimentos de seus clientes, com rígido controle dos portfólios sob sua gestão.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Zeus Capital Gestão DE Recursos E Investimentoszeuscapital.com.brHQ: Rio De Janeiro, BrazilReported employees: 1-10 | Rio De Janeiro, Brazil | 1-10 | Exact match | 1 contacts → |
“Somos especialistas em Gestão, Administração, Estruturação e Constituição de Carteiras Administradas, Clubes e Fundos de Investimentos.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 50 company matches
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Portfolio accounting firms: dataset insights
September 5, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
50 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 5, 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 portfolio accounting firms?
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 portfolio accounting firms did RevenueBase find based in Brazil?
The saved snapshot records 50 matching company records, 740 tracked contacts and 275 verified emails. The public preview displays 21 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 5, 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
Portfolio accounting firms by geography
- Portfolio accounting firms based in the United States
- Portfolio accounting firms based in Canada
- Portfolio accounting firms based in the United Kingdom
- Portfolio accounting firms based in Australia
- Portfolio accounting firms based in France
- Portfolio accounting firms based in Switzerland
- Portfolio accounting firms based in Toronto, Canada
- Portfolio accounting firms based in London, United Kingdom
- Portfolio accounting firms based in New York, United States
- Portfolio accounting firms based in India
- Portfolio accounting firms based in Türkiye
Browse the directory
Cite this list
RevenueBase Data Team. Top 21 portfolio accounting firms based in Brazil. Snapshot: September 5, 2026. https://revenuebase.ai/companies/portfolio-accounting-firms/brazil.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio accounting firms based in the United States
- Portfolio accounting firms based in Canada
- Portfolio accounting firms based in the United Kingdom
- Portfolio accounting firms based in Australia
- Portfolio accounting firms based in France
- Portfolio accounting firms based in Switzerland
Company intelligence · public preview
Top 21 portfolio accounting firms based in Brazil
RevenueBase records 50 matching company records for portfolio accounting firms based in Brazil, with 740 tracked contacts and 275 verified work emails.
This public preview shows 21 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 5, 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 21 portfolio accounting firms 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 | Bradesco Asset Managementbradescoasset.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 302 contacts → |
“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.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | 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 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | We Capitalwecapital.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 42 contacts → |
“A We é a realização de um sonho.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | ABSabsoftware.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 30 contacts → |
“A ABS - Asset Banking System desenvolve e fornece soluções de software integrados para bancos, corretoras, distribuidoras, gestoras de recursos, wealth management, multi e single…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Encore Asset Managementencore.am HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 20 contacts → |
“Asset Management Company based in São Paulo.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Baluarte Capitalbaluartecapital.com HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 17 contacts → |
“Wealth Management with ethics, responsibility, and professionalism, building personalized portfolios locally and internationally while considering tax and succession aspects, and…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Ghia Investimentosghiainvestimentos.com.br HQ: Uberlandia, BrazilReported employees: 11-50 | Uberlandia, Brazil | 11-50 | Exact match | 16 contacts → |
“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.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Monetá Investimentosmonetainvestimentos.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 14 contacts → |
“A Monetá foi constituída para ser fora do óbvio, ir além.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Vega Investimentosvegainvestimentos.com HQ: Recife, BrazilReported employees: 11-50 | Recife, Brazil | 11-50 | Exact match | 8 contacts → |
“Assessoria de Investimentos credenciada à XP.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Lucrar Investimentoslucrarinvestimentos.com.br HQ: Três De Maio, BrazilReported employees: 1-10 | Três De Maio, Brazil | 1-10 | Exact match | 7 contacts → |
“A Lucrar é uma empresa de assessoria em investimentos que fornece a seus clientes uma visão ampla do mercado financeiro.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | MG Wealth Wealth Managment & Multi Family Officeminhagestora.com.br HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 7 contacts → |
“Gestão Especializada de Carteiras de Investimento para o seu Patrimônio.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Avanza Capitalavanzacapital.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 7 contacts → |
“A Gestão de Carteiras de Investimento especializada para o seu patrimônio.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Roma Invest XP Investimentosromainvestimentos.com HQ: Campinas, BrazilReported employees: 1-10 | Campinas, Brazil | 1-10 | Exact match | 5 contacts → |
“Investimentos e Servicos Financeiros.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Almagestum Capitalalmagestumcapital.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 15 | Sinfonia Gestora DE Recursossinfoniainvestimentos.com.br HQ: São Caetano Do Sul, BrazilReported employees: 1-10 | São Caetano Do Sul, Brazil | 1-10 | Exact match | 3 contacts → |
“A Sinfonia Gestora de Recursos nasceu com um propósito claro: servir você!” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Argo Investargoinvest.com.br HQ: Mogi Das Cruzes, BrazilReported employees: 1-10 | Mogi Das Cruzes, Brazil | 1-10 | Exact match | 3 contacts → |
“A ARGO Invest é um escritório credenciado pelo Safra Invest, uma marca que há mais de 175 anos é sinônimo de confiança.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Pegasus Capitalpegasuscap.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 2 contacts → |
“Pegasus Capital is a São Paulo based independent investment firm that manages clients' onshore and offshore portfolios unbiasedly.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Insight Investimentosinsightinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 2 contacts → |
“Nosso trabalho é prestar assessoria em investimentos nas mais diversas modalidades disponíveis no mercado, customizando as melhores alternativas para cada perfil, de modo…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | SEU BPO Soluções DE Negóciosseubpo.com.br HQ: Araguari, BrazilReported employees: 1-10 | Araguari, Brazil | 1-10 | Exact match | 2 contacts → |
“Seu BPO Soluções de Negócios is an investment management company based out of Araguari, Brazil.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Alpha KEY Capital Management Investimentosalphakey.com.br HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 1 contacts → |
“A Alpha Key busca rentabilizar de maneira equilibrada e diversificada os investimentos de seus clientes, com rígido controle dos portfólios sob sua gestão.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Zeus Capital Gestão DE Recursos E Investimentoszeuscapital.com.br HQ: Rio De Janeiro, BrazilReported employees: 1-10 | Rio De Janeiro, Brazil | 1-10 | Exact match | 1 contacts → |
“Somos especialistas em Gestão, Administração, Estruturação e Constituição de Carteiras Administradas, Clubes e Fundos de Investimentos.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Portfolio accounting firms: dataset insights
September 5, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
50 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 5, 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 portfolio accounting firms?
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 portfolio accounting firms did RevenueBase find based in Brazil?
The saved snapshot records 50 matching company records, 740 tracked contacts and 275 verified emails. The public preview displays 21 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 5, 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.
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Cite this list
RevenueBase Data Team. Top 21 portfolio accounting firms based in Brazil. Snapshot: September 5, 2026. https://revenuebase.ai/companies/portfolio-accounting-firms/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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