Company lists · Data refreshed September 2026
Top 25 Portfolio management software companies based in Brazil
RevenueBase identified 84 company matches for portfolio management software companies associated with Brazil as of September 2026 and tracks 1,572 professional contacts across them, including 508 with verified work emails and 25 with mobile numbers. Sao Paulo is the largest hub.
This list covers company matches for portfolio management software 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 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 management software companies based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 5, 2026 · View company records in RevenueBase | |||||
| 2 | 173 contacts → | ||||
Exact match “Quantum is an independent company present in the market since aimed to provide solutions for accessing, analyzing, and monitoring financial information in an easy, consistent and…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 3 | 97 contacts → | ||||
Exact match “From emerging firms to large-scale operators, BRITech delivers a single source of truth for investment management, with the precision, depth, and flexibility each business needs…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 4 | 93 contacts → | ||||
Exact match “We are an independent technology company founded with the goal of organizing the investment market.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 5 | 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 5, 2026 · View company records in RevenueBase | |||||
| 6 | 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 | |||||
| 7 | 64 contacts → | ||||
Exact match “De A a Z, para Advisors e Wealth Managers.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 8 | 61 contacts → | ||||
Exact match “Tecnologia avançada para gestão de carteiras de investimentos” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 9 | 53 contacts → | ||||
Exact match “A Investtools é uma empresa sediada no Rio de Janeiro com mais 15 anos de know-how dos principais processos do ecossistema financeiro.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 10 | 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 | |||||
| 11 | 26 contacts → | ||||
Exact match “The LOTE45 started its activities in April 2006 with focus on Asset Management and Financial Consulting, aiming to become a benchmark in Investment Platform and Risk Management.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 12 | 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 5, 2026 · View company records in RevenueBase | |||||
| 13 | 20 contacts → | ||||
Exact match “Gestão de Investimentos em aplicações financeiras” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 14 | 14 contacts → | ||||
Exact match “Nexxus Sistemas began its activities in 1998 with the purpose of sharing with its clients the best combination of their great expertise: a deep knowledge of the national and…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 15 | 14 contacts → | ||||
Exact match “We are a team of professionals with many years of experience in the financial markets, both nationally and internationally.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 16 | 11 contacts → | ||||
Exact match “As a wealth management company, we are dedicated to offer you the best investment solution.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 17 | 10 contacts → | ||||
Exact match “A SHS é uma empresa credenciada pela Necton, do Grupo BTG Pactual, e oferece as melhores soluções financeiras para cada perfil de investidor através de uma assessoria…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 18 | 8 contacts → | ||||
Exact match “Green Alternative Investments is a financial platform formed by two companies:(i) Green Asset Management authorized by CVM/Anbima and (ii) Green Distribuidora de Títulos e Valores…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “A Louro Tech centraliza os dados da sua operação em um ambiente seguro e entrega uma inteligência artificial que entende o mercado de assessoria de verdade, treinada com a…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “We combine statistical and computational methods with decades of experience in the financial markets to provide investments solutions.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “Seus investimentos controlados por uma ferramenta robusta e completa.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “Somos a Tokyo Capital, uma empresa líder em assessoria de investimentos, AI Contratado EQI Investimentos.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 23 | 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 · Sep 5, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “Investimentos e Servicos Financeiros.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “Company focused in development of financial solutions for brokerage firms.” 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 management software 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 84 portfolio management software companies based in Brazil
See the full list, filter by size, metro and specialty, and access 508 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio management software companies 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 management software 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 508 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.
Portfolio management software companies 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 management software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio management software companies are there based in Brazil?
RevenueBase identified 84 company matches for portfolio management software 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?
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 management software companies?
Sao Paulo leads with 40 company records, followed by Rio De Janeiro (10) and Belo Horizonte (3).
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 508 professional contacts with verified work emails tracked across these 84 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 84 portfolio management software companies based in Brazil. Start with a free account, no credit card.
Download this list →Related lists
Portfolio management software companies by geography
- Portfolio management software companies based in the United States
- Portfolio management software companies based in the United Kingdom
- Portfolio management software companies based in Switzerland
- Portfolio management software companies based in Canada
- Portfolio management software companies based in France
- Portfolio management software companies based in Germany
- Portfolio management software companies based in Australia
- Portfolio management software companies based in Italy
- Portfolio management software companies based in the Netherlands
- Portfolio management software companies based in Sydney, Australia
- Portfolio management software companies based in Sao Paulo, Brazil
- Portfolio management software companies based in Toronto, Canada
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio management software companies based in the United States
- Portfolio management software companies based in the United Kingdom
- Portfolio management software companies based in Switzerland
- Portfolio management software companies based in Canada
- Portfolio management software companies based in France
- Portfolio management software companies based in Germany
Company intelligence · public preview
Top 25 portfolio management software companies 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 84 matching company records for portfolio management software companies based in Brazil, with 1,572 tracked contacts and 508 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: 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 25 portfolio management software companies 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 | 221 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Quantumquantumfinance.com.brHQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 173 contacts → |
“Quantum is an independent company present in the market since aimed to provide solutions for accessing, analyzing, and monitoring financial information in an easy, consistent and…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Britech S.Abritech.globalHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 97 contacts → |
“From emerging firms to large-scale operators, BRITech delivers a single source of truth for investment management, with the precision, depth, and flexibility each business needs…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Gorilagorila.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 93 contacts → |
“We are an independent technology company founded with the goal of organizing the investment market.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Riza Asset Managementrizaasset.comHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 84 contacts → |
“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 description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  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. | |||||
| 7 |  AAWZaawzpartners.comHQ: Florianópolis, BrazilReported employees: 51-200 | Florianópolis, Brazil | 51-200 | Exact match | 64 contacts → |
“De A a Z, para Advisors e Wealth Managers.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Smartbrainsmartbrain.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 61 contacts → |
“Tecnologia avançada para gestão de carteiras de investimentos” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Investtoolsinvesttools.com.brHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 53 contacts → |
“A Investtools é uma empresa sediada no Rio de Janeiro com mais 15 anos de know-how dos principais processos do ecossistema financeiro.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  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. | |||||
| 11 |  Lote45lote45.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 26 contacts → |
“The LOTE45 started its activities in April 2006 with focus on Asset Management and Financial Consulting, aiming to become a benchmark in Investment Platform and Risk Management.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Asset 1asset1.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 21 contacts → |
“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 description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Ruasinvest S.Aruasinvest.comHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 20 contacts → |
“Gestão de Investimentos em aplicações financeiras” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Nexxus Sistemasnexxus-sistemas.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 14 contacts → |
“Nexxus Sistemas began its activities in 1998 with the purpose of sharing with its clients the best combination of their great expertise: a deep knowledge of the national and…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  LOT Investimentoslotinvestimentos.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 14 contacts → |
“We are a team of professionals with many years of experience in the financial markets, both nationally and internationally.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Maud Capitalmaud.capitalHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 11 contacts → |
“As a wealth management company, we are dedicated to offer you the best investment solution.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  SHS Investimentosshsinvestimentos.com.brHQ: São José Dos Campos, BrazilReported employees: 1-10 | São José Dos Campos, Brazil | 1-10 | Exact match | 10 contacts → |
“A SHS é uma empresa credenciada pela Necton, do Grupo BTG Pactual, e oferece as melhores soluções financeiras para cada perfil de investidor através de uma assessoria…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Green Alternative Investmentsgreen.com.aiHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 8 contacts → |
“Green Alternative Investments is a financial platform formed by two companies:(i) Green Asset Management authorized by CVM/Anbima and (ii) Green Distribuidora de Títulos e Valores…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Louro Techlouro.techHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 7 contacts → |
“A Louro Tech centraliza os dados da sua operação em um ambiente seguro e entrega uma inteligência artificial que entende o mercado de assessoria de verdade, treinada com a…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Bayes Capital Managementbayescm.comHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 6 contacts → |
“We combine statistical and computational methods with decades of experience in the financial markets to provide investments solutions.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Investing HUBinvestinghub.com.brHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 6 contacts → |
“Seus investimentos controlados por uma ferramenta robusta e completa.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Tokyo Capitaltokyocapital.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 5 contacts → |
“Somos a Tokyo Capital, uma empresa líder em assessoria de investimentos, AI Contratado EQI Investimentos.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  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 · September 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 | 5 contacts → |
“Investimentos e Servicos Financeiros.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Nettradernettrader.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 5 contacts → |
“Company focused in development of financial solutions for brokerage firms.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 84 company matches
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Portfolio management software companies: 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
84 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 ↗
Portfolio management software companies by metro
Questions about this company list
What does Exact match mean for portfolio management software companies?
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 management software companies did RevenueBase find based in Brazil?
The saved snapshot records 84 matching company records, 1,572 tracked contacts and 508 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: 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 management software companies by geography
- Portfolio management software companies based in the United States
- Portfolio management software companies based in the United Kingdom
- Portfolio management software companies based in Switzerland
- Portfolio management software companies based in Canada
- Portfolio management software companies based in France
- Portfolio management software companies based in Germany
- Portfolio management software companies based in Australia
- Portfolio management software companies based in Italy
- Portfolio management software companies based in the Netherlands
- Portfolio management software companies based in Sydney, Australia
- Portfolio management software companies based in Sao Paulo, Brazil
- Portfolio management software companies based in Toronto, Canada
Cite this list
RevenueBase Data Team. Top 25 portfolio management software companies based in Brazil. Snapshot: September 5, 2026. https://revenuebase.ai/companies/portfolio-management-software-companies/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 management software companies based in the United States
- Portfolio management software companies based in the United Kingdom
- Portfolio management software companies based in Switzerland
- Portfolio management software companies based in Canada
- Portfolio management software companies based in France
- Portfolio management software companies based in Germany
Company intelligence · public preview
Top 25 portfolio management software companies based in Brazil
RevenueBase records 84 matching company records for portfolio management software companies based in Brazil, with 1,572 tracked contacts and 508 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: 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 25 portfolio management software companies 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 | 221 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Quantumquantumfinance.com.br HQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 173 contacts → |
“Quantum is an independent company present in the market since aimed to provide solutions for accessing, analyzing, and monitoring financial information in an easy, consistent and…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Britech S.Abritech.global HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 97 contacts → |
“From emerging firms to large-scale operators, BRITech delivers a single source of truth for investment management, with the precision, depth, and flexibility each business needs…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Gorilagorila.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 93 contacts → |
“We are an independent technology company founded with the goal of organizing the investment market.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Riza Asset Managementrizaasset.com HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 84 contacts → |
“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 description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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. | |||||
| 7 | AAWZaawzpartners.com HQ: Florianópolis, BrazilReported employees: 51-200 | Florianópolis, Brazil | 51-200 | Exact match | 64 contacts → |
“De A a Z, para Advisors e Wealth Managers.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Smartbrainsmartbrain.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 61 contacts → |
“Tecnologia avançada para gestão de carteiras de investimentos” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Investtoolsinvesttools.com.br HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 53 contacts → |
“A Investtools é uma empresa sediada no Rio de Janeiro com mais 15 anos de know-how dos principais processos do ecossistema financeiro.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | 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. | |||||
| 11 | Lote45lote45.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 26 contacts → |
“The LOTE45 started its activities in April 2006 with focus on Asset Management and Financial Consulting, aiming to become a benchmark in Investment Platform and Risk Management.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Asset 1asset1.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 21 contacts → |
“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 description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ruasinvest S.Aruasinvest.com HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 20 contacts → |
“Gestão de Investimentos em aplicações financeiras” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Nexxus Sistemasnexxus-sistemas.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 14 contacts → |
“Nexxus Sistemas began its activities in 1998 with the purpose of sharing with its clients the best combination of their great expertise: a deep knowledge of the national and…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | LOT Investimentoslotinvestimentos.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 14 contacts → |
“We are a team of professionals with many years of experience in the financial markets, both nationally and internationally.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Maud Capitalmaud.capital HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 11 contacts → |
“As a wealth management company, we are dedicated to offer you the best investment solution.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | SHS Investimentosshsinvestimentos.com.br HQ: São José Dos Campos, BrazilReported employees: 1-10 | São José Dos Campos, Brazil | 1-10 | Exact match | 10 contacts → |
“A SHS é uma empresa credenciada pela Necton, do Grupo BTG Pactual, e oferece as melhores soluções financeiras para cada perfil de investidor através de uma assessoria…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Green Alternative Investmentsgreen.com.ai HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 8 contacts → |
“Green Alternative Investments is a financial platform formed by two companies:(i) Green Asset Management authorized by CVM/Anbima and (ii) Green Distribuidora de Títulos e Valores…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Louro Techlouro.tech HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 7 contacts → |
“A Louro Tech centraliza os dados da sua operação em um ambiente seguro e entrega uma inteligência artificial que entende o mercado de assessoria de verdade, treinada com a…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Bayes Capital Managementbayescm.com HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 6 contacts → |
“We combine statistical and computational methods with decades of experience in the financial markets to provide investments solutions.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Investing HUBinvestinghub.com.br HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 6 contacts → |
“Seus investimentos controlados por uma ferramenta robusta e completa.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Tokyo Capitaltokyocapital.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 5 contacts → |
“Somos a Tokyo Capital, uma empresa líder em assessoria de investimentos, AI Contratado EQI Investimentos.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | 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 · September 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 | 5 contacts → |
“Investimentos e Servicos Financeiros.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Nettradernettrader.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 5 contacts → |
“Company focused in development of financial solutions for brokerage firms.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 84 company matches
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Portfolio management software companies: 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
84 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 ↗
Portfolio management software companies by metro
Questions about this company list
What does Exact match mean for portfolio management software companies?
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 management software companies did RevenueBase find based in Brazil?
The saved snapshot records 84 matching company records, 1,572 tracked contacts and 508 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: 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.
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- Portfolio management software companies based in Sao Paulo, Brazil
- Portfolio management software companies based in Toronto, Canada
Cite this list
RevenueBase Data Team. Top 25 portfolio management software companies based in Brazil. Snapshot: September 5, 2026. https://revenuebase.ai/companies/portfolio-management-software-companies/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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