Company lists · Data refreshed September 2026

Top 25 Portfolio management software companies based in Brazil

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 84 companies tracked

RevenueBase identified 84 portfolio management software companies headquartered in 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 portfolio management software companies headquartered in Brazil, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. Data refreshed September 5, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review

84Companies

1,572Contacts tracked

508Verified emails

25Mobile numbers

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The 25 largest portfolio management software companies based in Brazil

Ranked by team size

Top 25 of 84 portfolio management software companies based in Brazil, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names portfolio management software companies: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Necton InvestimentosIndirect evidence	Sao Paulo, BrazilHQ checked Sep 5, 2026	201-500	221
	“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Source: company website · checked Sep 5, 2026
2	QuantumIndirect evidence	Rio De Janeiro, BrazilHQ checked Sep 5, 2026	51-200	173
	“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…” Source: company website · checked Sep 5, 2026
3	Britech S.APartial evidence	São Paulo, BrazilHQ checked Sep 5, 2026	51-200	97
	“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…” Source: company website · checked Sep 5, 2026
4	GorilaIndirect evidence	São Paulo, BrazilHQ checked Sep 5, 2026	51-200	93
	“We are an independent technology company founded with the goal of organizing the investment market.” Source: company website · checked Sep 5, 2026
5	Riza Asset ManagementIndirect evidence	São Paulo, BrazilHQ checked Sep 5, 2026	11-50	84
	“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.” Source: company website · checked Sep 5, 2026
6	RP Capital InvestimentosIndirect evidence	Ribeirão Preto, BrazilHQ checked Sep 5, 2026	51-200	82
	“A RP Capital AAI é uma empresa de assessoria em investimentos credenciada a XP Investimentos, que atende clientes de qualquer parte do mundo.” Source: company website · checked Sep 5, 2026
7	AAWZIndirect evidence	Florianópolis, BrazilHQ checked Sep 5, 2026	51-200	64
	“De A a Z, para Advisors e Wealth Managers.” Source: company website · checked Sep 5, 2026
8	SmartbrainIndirect evidence	Sao Paulo, BrazilHQ checked Sep 5, 2026	11-50	61
	“Tecnologia avançada para gestão de carteiras de investimentos” Source: company website · checked Sep 5, 2026
9	InvesttoolsIndirect evidence	Rio De Janeiro, BrazilHQ checked Sep 5, 2026	11-50	53
	“A Investtools é uma empresa sediada no Rio de Janeiro com mais 15 anos de know-how dos principais processos do ecossistema financeiro.” Source: company website · checked Sep 5, 2026
10	ABSStrong evidence	São Paulo, BrazilHQ checked Sep 5, 2026	11-50	30
	“A ABS - Asset Banking System desenvolve e fornece soluções de software integrados para bancos, corretoras, distribuidoras, gestoras de recursos, wealth management, multi e single…” Source: company website · checked Sep 5, 2026
11	Lote45Partial evidence	São Paulo, BrazilHQ checked Sep 5, 2026	11-50	26
	“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.” Source: company website · checked Sep 5, 2026
12	Asset 1Partial evidence	Sao Paulo, BrazilHQ checked Sep 5, 2026	11-50	21
	“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…” Source: company website · checked Sep 5, 2026
13	Ruasinvest S.AIndirect evidence	Sao Paulo, BrazilHQ checked Sep 5, 2026	11-50	20
	“Gestão de Investimentos em aplicações financeiras” Source: company website · checked Sep 5, 2026
14	Nexxus SistemasIndirect evidence	São Paulo, BrazilHQ checked Sep 5, 2026	11-50	14
	“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…” Source: company website · checked Sep 5, 2026
15	LOT InvestimentosIndirect evidence	São Paulo, BrazilHQ checked Sep 5, 2026	11-50	14
	“We are a team of professionals with many years of experience in the financial markets, both nationally and internationally.” Source: company website · checked Sep 5, 2026
16	Maud CapitalPartial evidence	São Paulo, BrazilHQ checked Sep 5, 2026	51-200	11
	“As a wealth management company, we are dedicated to offer you the best investment solution.” Source: company website · checked Sep 5, 2026
17	SHS InvestimentosIndirect evidence	São José Dos Campos, BrazilHQ checked Sep 5, 2026	1-10	10
	“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…” Source: company website · checked Sep 5, 2026
18	Green Alternative InvestmentsPartial evidence	São Paulo, BrazilHQ checked Sep 5, 2026	11-50	8
	“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…” Source: company website · checked Sep 5, 2026
19	Louro TechIndirect evidence	São Paulo, BrazilHQ checked Sep 5, 2026	1-10	7
	“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…” Source: company website · checked Sep 5, 2026
20	Bayes Capital ManagementIndirect evidence	São Paulo, BrazilHQ checked Sep 5, 2026	1-10	6
	“We combine statistical and computational methods with decades of experience in the financial markets to provide investments solutions.” Source: company website · checked Sep 5, 2026
21	Investing HUBIndirect evidence	Belo Horizonte, BrazilHQ checked Sep 5, 2026	11-50	6
	“Seus investimentos controlados por uma ferramenta robusta e completa.” Source: company website · checked Sep 5, 2026
22	Tokyo CapitalIndirect evidence	São Paulo, BrazilHQ checked Sep 5, 2026	51-200	5
	“Somos a Tokyo Capital, uma empresa líder em assessoria de investimentos, AI Contratado EQI Investimentos.” Source: company website · checked Sep 5, 2026
23	WP ManagerIndirect evidence	Joinville, BrazilHQ checked Sep 5, 2026	1-10	5
	“Unimos expertise e tecnologia para revolucionar o mercado financeiro Nossa plataforma inovadora foi cuidadosamente projetada para transformar a relação entre operação e…” Source: company website · checked Sep 5, 2026
24	Roma Invest XP InvestimentosIndirect evidence	Campinas, BrazilHQ checked Sep 5, 2026	1-10	5
	“Investimentos e Servicos Financeiros.” Source: company website · checked Sep 5, 2026
25	NettraderIndirect evidence	Sao Paulo, BrazilHQ checked Sep 5, 2026	11-50	5
	“Company focused in development of financial solutions for brokerage firms.” Source: company website · checked Sep 5, 2026

Showing 25 of 84 portfolio management software companies based in Brazil

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Portfolio management software companies based in Brazil at a glance

As of Sep 5, 2026

1-10Median size (employees)

Sao PauloLargest hub · 40 HQs

25Contacts with mobile numbers

Sep 5, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Verified emails by last verification

0–30

467

31–60

61–90

90–180

180+

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among portfolio management software companies, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Brazil whose own description of what they do matches “portfolio management software companies”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among portfolio management software companies, and records with no verified work email. Companies headquartered outside Brazil are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 508 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 5, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Portfolio management software companies by metro

Portfolio management software companies in Sao Paulo40

Frequently asked

How many portfolio management software companies are there based in Brazil?

RevenueBase identified 84 portfolio management software companies headquartered in Brazil as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Necton Investimentos, headquartered in Sao Paulo, tops this list with the largest team on record.

Which city has the most portfolio management software companies?

Sao Paulo leads with 40 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 508 verified decision-maker contacts tracked across these 84 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 5, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.