Company lists · Data refreshed November 2026
Top 25 Portfolio building platforms based in Brazil
RevenueBase identified 78 company matches for portfolio building platforms associated with Brazil as of November 2026 and tracks 1,462 professional contacts across them, including 349 with verified work emails. Sao Paulo is the largest hub.
This list covers company matches for portfolio building platforms 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 November 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 25 largest portfolio building platforms based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 231 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 182 contacts → | ||||
Exact match “Criada em 2011, a Rico é uma corretora de investimentos 100% online e voltada à pessoa física.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 94 contacts → | ||||
Exact match “Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 50 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 45 contacts → | ||||
Exact match “O Investidor10 democratiza o mundo dos investimentos para pessoas físicas com uma plataforma completa e recursos exclusivos, permitindo que alcancem seus objetivos financeiros.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 26 contacts → | ||||
Exact match “A Kronor é um escritório de agentes autônomos de investimentos credenciado à XP Investimentos.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 26 contacts → | ||||
Exact match “Liberdade, Fraternidade e Rentabilidade.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 20 contacts → | ||||
Exact match “Conectamos planejadores financeiros com clientes usando tecnologia.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 18 contacts → | ||||
Exact match “Mais que especialistas em investimentos.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 18 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 18 contacts → | ||||
Exact match “A SmarttBot é a primeira fintech brasileira especializada em investimento automatizado na bolsa de valores.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 14 contacts → | ||||
Exact match “Neovalor Investimentos, o jeito fácil de investir.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 8 contacts → | ||||
Exact match “Uma plataforma criada para facilitar a vida do investidor da bolsa, com ênfase na solução para o imposto de renda- Imposto de renda: I.R.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “Você não precisa investir sozinho.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 7 contacts → | ||||
Exact match “O objetivo da Taiga Investimentos é ajudar as pessoas a investir melhor e realizar seus sonhos, democratizando o acesso a investimentos que estão disponíveis apenas para grandes…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “Somos a Tokyo Capital, uma empresa líder em assessoria de investimentos, AI Contratado EQI Investimentos.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 6 contacts → | ||||
Exact match “Assessoria de investimentos vinculada a plataforma XP Investimentos.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “Nosso maior objetivo é fazer você investir melhor.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “A Capitólio foi eleita a melhor empresa de investimentos pela Brazil Advisor Awards 2020, prêmio dado aos escritórios com melhor desempenho na XP Investimentos.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “Seus investimentos controlados por uma ferramenta robusta e completa.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “Unimos expertise e tecnologia para revolucionar o mercado financeiro Nossa plataforma inovadora foi cuidadosamente projetada para transformar a relação entre operação e…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “Um aplicativo de investimentos que resolve.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “O RoboBanker® é um robo-advisor que usa algoritmos para gerenciar e alocar fundos do investidor, baseado em informações individuais de cada investidor.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “Investimentos e Servicos Financeiros.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “investimentos,#alocação de recursos,#plataforma de investimentos,#fundos,# ações” Recorded in the RevenueBase company graph · Nov 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 building platforms”. 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 78 portfolio building platforms based in Brazil
See the full list, filter by size, metro and specialty, and access 349 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio building platforms based in Brazil at a glance
As of Nov 5, 2026Companies by employee count
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 78 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 building platforms” 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 349 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 November 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.
Portfolio building platforms by metro
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 building platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio building platforms are there based in Brazil?
RevenueBase identified 78 company matches for portfolio building platforms associated with Brazil as of November 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?
Necton Investimentos tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most portfolio building platforms?
Sao Paulo leads with 35 company records, followed by Rio De Janeiro (5) and Belo Horizonte (4).
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 349 professional contacts with verified work emails tracked across these 78 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 November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 78 portfolio building platforms based in Brazil. Start with a free account, no credit card.
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Portfolio building platforms by geography
- Portfolio building platforms based in Sydney, Australia
- Portfolio building platforms based in Sao Paulo, Brazil
- Portfolio building platforms based in Toronto, Canada
- Portfolio building platforms based in Paris, France
- Portfolio building platforms based in Bangalore, India
- Portfolio building platforms based in Mumbai, India
- Portfolio building platforms based in Singapore, Singapore
- Portfolio building platforms based in London, United Kingdom
- Portfolio building platforms based in New York, United States
- Portfolio building platforms based in San Francisco, United States
- Portfolio building platforms based in Australia
- Portfolio building platforms based in Canada
Browse the directory
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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- Lists A-Z
- New lists
- Portfolio building platforms based in Sydney, Australia
- Portfolio building platforms based in Sao Paulo, Brazil
- Portfolio building platforms based in Toronto, Canada
- Portfolio building platforms based in Paris, France
- Portfolio building platforms based in Bangalore, India
- Portfolio building platforms based in Mumbai, India
Company intelligence · public preview
Top 25 portfolio building platforms 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 78 matching company records for portfolio building platforms based in Brazil, with 1,462 tracked contacts and 349 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 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 25 portfolio building platforms 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 |  Necton Investimentosnecton.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 231 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  rico.com.vcrico.com.vcHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 182 contacts → |
“Criada em 2011, a Rico é uma corretora de investimentos 100% online e voltada à pessoa física.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Quark Investimentosquarkinvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 94 contacts → |
“Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Delta Investor Assessoria DE Investimentosdeltainvestor.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 50 contacts → |
“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.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Investidor10investidor10.com.brHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 45 contacts → |
“O Investidor10 democratiza o mundo dos investimentos para pessoas físicas com uma plataforma completa e recursos exclusivos, permitindo que alcancem seus objetivos financeiros.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Kronor Capital Investimentoskronor.com.brHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 26 contacts → |
“A Kronor é um escritório de agentes autônomos de investimentos credenciado à XP Investimentos.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Maison Investmaisoninvest.com.brHQ: Niterói, BrazilReported employees: 11-50 | Niterói, Brazil | 11-50 | Exact match | 26 contacts → |
“Liberdade, Fraternidade e Rentabilidade.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  MEU Vistameuvista.comHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 20 contacts → |
“Conectamos planejadores financeiros com clientes usando tecnologia.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  RN Investimentosrninvestimentos.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 18 contacts → |
“Mais que especialistas em investimentos.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Hold Investimentosholdinvestimentos.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 18 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Smarttbotsmarttbot.comHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 18 contacts → |
“A SmarttBot é a primeira fintech brasileira especializada em investimento automatizado na bolsa de valores.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Neovalor Investimentosneovalorinvestimentos.comHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 14 contacts → |
“Neovalor Investimentos, o jeito fácil de investir.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Myprofitmyprofitweb.comHQ: Jundiaí, BrazilReported employees: 1-10 | Jundiaí, Brazil | 1-10 | Exact match | 8 contacts → |
“Uma plataforma criada para facilitar a vida do investidor da bolsa, com ênfase na solução para o imposto de renda- Imposto de renda: I.R.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Investaiinvest-ai.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 8 contacts → |
“Você não precisa investir sozinho.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Taiga Investimentostaigainvestimentos.com.brHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 7 contacts → |
“O objetivo da Taiga Investimentos é ajudar as pessoas a investir melhor e realizar seus sonhos, democratizando o acesso a investimentos que estão disponíveis apenas para grandes…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Tokyo Capitaltokyocapital.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 7 contacts → |
“Somos a Tokyo Capital, uma empresa líder em assessoria de investimentos, AI Contratado EQI Investimentos.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Dynamics Investimentosdynamicsinvestimentos.com.brHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 6 contacts → |
“Assessoria de investimentos vinculada a plataforma XP Investimentos.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Check Investcheckinvest.com.brHQ: Florianópolis, BrazilReported employees: 11-50 | Florianópolis, Brazil | 11-50 | Exact match | 6 contacts → |
“Nosso maior objetivo é fazer você investir melhor.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Capitólio Investimentoscapitolio.com.vcHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 6 contacts → |
“A Capitólio foi eleita a melhor empresa de investimentos pela Brazil Advisor Awards 2020, prêmio dado aos escritórios com melhor desempenho na XP Investimentos.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Investing HUBinvestinghub.com.brHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 5 contacts → |
“Seus investimentos controlados por uma ferramenta robusta e completa.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  WP Managerwpmanager.com.brHQ: Joinville, BrazilReported employees: 1-10 | Joinville, Brazil | 1-10 | Exact match | 5 contacts → |
“Unimos expertise e tecnologia para revolucionar o mercado financeiro Nossa plataforma inovadora foi cuidadosamente projetada para transformar a relação entre operação e…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Monettmonett.coHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 5 contacts → |
“Um aplicativo de investimentos que resolve.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Robobankerrobobanker.com.brHQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 5 contacts → |
“O RoboBanker® é um robo-advisor que usa algoritmos para gerenciar e alocar fundos do investidor, baseado em informações individuais de cada investidor.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Roma Invest XP Investimentosromainvestimentos.comHQ: Campinas, BrazilReported employees: 1-10 | Campinas, Brazil | 1-10 | Exact match | 4 contacts → |
“Investimentos e Servicos Financeiros.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Tomi Investmentstomiinvestments.com.brHQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 4 contacts → |
“investimentos,#alocação de recursos,#plataforma de investimentos,#fundos,# ações” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 78 company matches
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Portfolio building platforms: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
76 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 78 companies.
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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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: November 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 ↗
Portfolio building platforms by metro
Questions about this company list
What does Exact match mean for portfolio building platforms?
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 building platforms did RevenueBase find based in Brazil?
The saved snapshot records 78 matching company records, 1,462 tracked contacts and 349 verified emails. The public preview displays 25 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: November 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 building platforms by geography
- Portfolio building platforms based in Sydney, Australia
- Portfolio building platforms based in Sao Paulo, Brazil
- Portfolio building platforms based in Toronto, Canada
- Portfolio building platforms based in Paris, France
- Portfolio building platforms based in Bangalore, India
- Portfolio building platforms based in Mumbai, India
- Portfolio building platforms based in Singapore, Singapore
- Portfolio building platforms based in London, United Kingdom
- Portfolio building platforms based in New York, United States
- Portfolio building platforms based in San Francisco, United States
- Portfolio building platforms based in Australia
- Portfolio building platforms based in Canada
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 portfolio building platforms based in Brazil. Snapshot: November 5, 2026. https://revenuebase.ai/companies/portfolio-building-platforms/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 building platforms based in Sydney, Australia
- Portfolio building platforms based in Sao Paulo, Brazil
- Portfolio building platforms based in Toronto, Canada
- Portfolio building platforms based in Paris, France
- Portfolio building platforms based in Bangalore, India
- Portfolio building platforms based in Mumbai, India
Company intelligence · public preview
Top 25 portfolio building platforms based in Brazil
RevenueBase records 78 matching company records for portfolio building platforms based in Brazil, with 1,462 tracked contacts and 349 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 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 25 portfolio building platforms 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 | Necton Investimentosnecton.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 231 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | rico.com.vcrico.com.vc HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 182 contacts → |
“Criada em 2011, a Rico é uma corretora de investimentos 100% online e voltada à pessoa física.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Quark Investimentosquarkinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 94 contacts → |
“Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Delta Investor Assessoria DE Investimentosdeltainvestor.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 50 contacts → |
“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.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Investidor10investidor10.com.br HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 45 contacts → |
“O Investidor10 democratiza o mundo dos investimentos para pessoas físicas com uma plataforma completa e recursos exclusivos, permitindo que alcancem seus objetivos financeiros.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Kronor Capital Investimentoskronor.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 26 contacts → |
“A Kronor é um escritório de agentes autônomos de investimentos credenciado à XP Investimentos.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Maison Investmaisoninvest.com.br HQ: Niterói, BrazilReported employees: 11-50 | Niterói, Brazil | 11-50 | Exact match | 26 contacts → |
“Liberdade, Fraternidade e Rentabilidade.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | MEU Vistameuvista.com HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 20 contacts → |
“Conectamos planejadores financeiros com clientes usando tecnologia.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | RN Investimentosrninvestimentos.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 18 contacts → |
“Mais que especialistas em investimentos.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Hold Investimentosholdinvestimentos.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 18 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Smarttbotsmarttbot.com HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 18 contacts → |
“A SmarttBot é a primeira fintech brasileira especializada em investimento automatizado na bolsa de valores.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Neovalor Investimentosneovalorinvestimentos.com HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 14 contacts → |
“Neovalor Investimentos, o jeito fácil de investir.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Myprofitmyprofitweb.com HQ: Jundiaí, BrazilReported employees: 1-10 | Jundiaí, Brazil | 1-10 | Exact match | 8 contacts → |
“Uma plataforma criada para facilitar a vida do investidor da bolsa, com ênfase na solução para o imposto de renda- Imposto de renda: I.R.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Investaiinvest-ai.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 8 contacts → |
“Você não precisa investir sozinho.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Taiga Investimentostaigainvestimentos.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 7 contacts → |
“O objetivo da Taiga Investimentos é ajudar as pessoas a investir melhor e realizar seus sonhos, democratizando o acesso a investimentos que estão disponíveis apenas para grandes…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Tokyo Capitaltokyocapital.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 7 contacts → |
“Somos a Tokyo Capital, uma empresa líder em assessoria de investimentos, AI Contratado EQI Investimentos.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Dynamics Investimentosdynamicsinvestimentos.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 6 contacts → |
“Assessoria de investimentos vinculada a plataforma XP Investimentos.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Check Investcheckinvest.com.br HQ: Florianópolis, BrazilReported employees: 11-50 | Florianópolis, Brazil | 11-50 | Exact match | 6 contacts → |
“Nosso maior objetivo é fazer você investir melhor.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Capitólio Investimentoscapitolio.com.vc HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 6 contacts → |
“A Capitólio foi eleita a melhor empresa de investimentos pela Brazil Advisor Awards 2020, prêmio dado aos escritórios com melhor desempenho na XP Investimentos.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Investing HUBinvestinghub.com.br HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 5 contacts → |
“Seus investimentos controlados por uma ferramenta robusta e completa.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | WP Managerwpmanager.com.br HQ: Joinville, BrazilReported employees: 1-10 | Joinville, Brazil | 1-10 | Exact match | 5 contacts → |
“Unimos expertise e tecnologia para revolucionar o mercado financeiro Nossa plataforma inovadora foi cuidadosamente projetada para transformar a relação entre operação e…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Monettmonett.co HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 5 contacts → |
“Um aplicativo de investimentos que resolve.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Robobankerrobobanker.com.br HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 5 contacts → |
“O RoboBanker® é um robo-advisor que usa algoritmos para gerenciar e alocar fundos do investidor, baseado em informações individuais de cada investidor.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Roma Invest XP Investimentosromainvestimentos.com HQ: Campinas, BrazilReported employees: 1-10 | Campinas, Brazil | 1-10 | Exact match | 4 contacts → |
“Investimentos e Servicos Financeiros.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Tomi Investmentstomiinvestments.com.br HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 4 contacts → |
“investimentos,#alocação de recursos,#plataforma de investimentos,#fundos,# ações” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 78 company matches
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Portfolio building platforms: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
76 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 78 companies.
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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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: November 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 ↗
Portfolio building platforms by metro
Questions about this company list
What does Exact match mean for portfolio building platforms?
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 building platforms did RevenueBase find based in Brazil?
The saved snapshot records 78 matching company records, 1,462 tracked contacts and 349 verified emails. The public preview displays 25 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: November 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.
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Portfolio building platforms by geography
- Portfolio building platforms based in Sydney, Australia
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- Portfolio building platforms based in Paris, France
- Portfolio building platforms based in Bangalore, India
- Portfolio building platforms based in Mumbai, India
- Portfolio building platforms based in Singapore, Singapore
- Portfolio building platforms based in London, United Kingdom
- Portfolio building platforms based in New York, United States
- Portfolio building platforms based in San Francisco, United States
- Portfolio building platforms based in Australia
- Portfolio building platforms based in Canada
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Cite this list
RevenueBase Data Team. Top 25 portfolio building platforms based in Brazil. Snapshot: November 5, 2026. https://revenuebase.ai/companies/portfolio-building-platforms/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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