Company lists · Data refreshed September 2026

Top 25 Portfolio analysis companies based in Brazil

Name: Portfolio analysis companies based in Brazil
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 211 companies tracked

RevenueBase identified 211 company matches for portfolio analysis companies associated with Brazil as of September 2026 and tracks 17,221 professional contacts across them, including 4,943 with verified work emails. Sao Paulo is the largest hub.

This list covers company matches for portfolio analysis companies 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

211Companies

17,221Contacts tracked

4,943Verified emails

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The 25 largest portfolio analysis companies based in Brazil

Ranked by team size

Top 25 of 211 company matches for portfolio analysis companies based in Brazil, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	SAFRA	Exact match	Sao Paulo, BrazilHQ recorded Sep 20, 2026	10001+	10,838 contacts →
	Exact match “Somos referência em investimentos.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Blue3 Investimentos	Exact match	Ribeirão Preto, BrazilHQ recorded Sep 20, 2026	501-1,000	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	Bradesco Asset Management	Exact match	Sao Paulo, BrazilHQ recorded Sep 20, 2026	201-500	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 20, 2026 · View company records in RevenueBase
4	Necton Investimentos	Exact match	Sao Paulo, BrazilHQ recorded Sep 20, 2026	201-500	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
5	EWZ Capital	Exact match	São Paulo, BrazilHQ recorded Sep 20, 2026	51-200	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
6	Quark Investimentos	Exact match	Sao Paulo, BrazilHQ recorded Sep 20, 2026	51-200	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
7	Riza Asset Management	Exact match	São Paulo, BrazilHQ recorded Sep 20, 2026	11-50	84 contacts →
	Exact match “Desde sua criação em 2020, a Riza se dedicou a construir um portfólio completo de investimentos, com a visão de oferecer soluções personalizadas para cada cliente.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	RP Capital Investimentos	Exact match	Ribeirão Preto, BrazilHQ recorded Sep 20, 2026	51-200	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
9	Kaza Capital	Exact match	Anápolis, BrazilHQ recorded Sep 20, 2026	51-200	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
10	Petrópolis Invest	Exact match	Petrópolis, BrazilHQ recorded Sep 20, 2026	51-200	61 contacts →
	Exact match “Nascemos em Petrópolis há 10 anos com uma convicção simples: assessoria de investimentos de verdade exige presença, não apenas plataforma.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	A.W.A Capital	Exact match	São Luís, BrazilHQ recorded Sep 20, 2026	51-200	61 contacts →
	Exact match “Somos uma assessoria de investimentos do segmento de alta renda credenciada à XP Investimentos, a maior Corretora de Valores da América Latina.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Ihub Investimentos	Exact match	Sao Paulo, BrazilHQ recorded Sep 20, 2026	51-200	48 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Aguassanta Participações S.A	Exact match	Sao Paulo, BrazilHQ recorded Sep 20, 2026	51-200	47 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Rv4 Investimentos	Exact match	São Paulo, BrazilHQ recorded Sep 20, 2026	11-50	41 contacts →
	Exact match “Na RV4 Investimentos, transformamos conhecimento técnico em resultados financeiros sólidos.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Investflow Investimentos	Exact match	Curitiba, BrazilHQ recorded Sep 20, 2026	51-200	41 contacts →
	Exact match “Somos a InvestFlow Investimentos!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	WV Investimentos	Exact match	Sao Paulo, BrazilHQ recorded Sep 20, 2026	11-50	39 contacts →
	Exact match “Somos a WV Investimentos, empresa de assessoria credenciada da XP Investimentos, que nasce quando exemplares funcionários de um banco público, se unem com o mesmo propósito…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	VAROS	Exact match	Niterói, BrazilHQ recorded Sep 20, 2026	11-50	34 contacts →
	Exact match “A VAROS se propõe a aperfeiçoar e facilitar o processo de decisão de investimento para pessoas comuns que desejam ter a tranquilidade de saber que o seu dinheiro está bem…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	GR Capital BTG Pactual	Exact match	Bauru, BrazilHQ recorded Sep 20, 2026	51-200	33 contacts →
	Exact match “Assessoria de Investimentos vinculada ao BTG Pactual.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Libertas Asset S.A	Exact match	Belo Horizonte, BrazilHQ recorded Sep 20, 2026	51-200	30 contacts →
	Exact match “Libertas Asset é uma organização especializada na gestão e administração de portfólios.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Marco Zero Investimentos	Exact match	Recife, BrazilHQ recorded Sep 20, 2026	11-50	25 contacts →
	Exact match “Somos um escritório especializado em assessoria de investimentos, sediado no coração de Pernambuco, em Recife.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Gade Investimentos	Exact match	Maringá, BrazilHQ recorded Sep 20, 2026	11-50	23 contacts →
	Exact match “Assessoria de investimentos personalizada de acordo com análise do mercado e se ajustando a cada cliente.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Forttu Investimentos	Exact match	Vitória, BrazilHQ recorded Sep 20, 2026	11-50	23 contacts →
	Exact match “Há mais de 10 anos no mercado, a Forttu Investimentos é referência em assessoria de alta performance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Hold Investimentos	Exact match	São Paulo, BrazilHQ recorded Sep 20, 2026	11-50	22 contacts →
	Exact match “A Hold Investimentos oferece soluções personalizadas em investimentos aos seus clientes, analisando o perfil de cada investidor e oferecendo produtos que estejam de acordo com…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Asset 1	Exact match	Sao Paulo, BrazilHQ recorded Sep 20, 2026	11-50	21 contacts →
	Exact match “Empresa de Investimentos, fundada por profissionais com mais de 20 anos de experiência no mercado de ASSET MANAGEMENT, focada na gestão de estratégias ativas, contando com…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Encore Asset Management	Exact match	Sao Paulo, BrazilHQ recorded Sep 20, 2026	11-50	20 contacts →
	Exact match “Asset Management Company based in São Paulo.” 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 “portfolio analysis companies”. 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 211 portfolio analysis companies based in Brazil

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Portfolio analysis companies based in Brazil at a glance

As of Sep 20, 2026

28.7%Verified-email coverage

81.6Average contacts per company

11-50Median size (employees)

39.3%Largest-city concentration · Sao Paulo

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

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 211 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 “portfolio analysis companies” 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 4,943 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 “portfolio analysis companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio analysis companies are there based in Brazil?

RevenueBase identified 211 company matches for portfolio analysis companies 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 portfolio analysis companies?

Sao Paulo leads with 83 company records, followed by Rio De Janeiro (19) and Porto Alegre (9).

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 4,943 professional contacts with verified work emails tracked across these 211 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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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.