Company lists · Data refreshed September 2026
Top 25 Portfolio optimization consulting firms based in Brazil
RevenueBase identified 146 portfolio optimization consulting firms headquartered in Brazil as of September 2026 and tracks 1,608 professional contacts across them, including 276 with verified work emails. Sao Paulo is the largest hub.
This list covers portfolio optimization consulting firms 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 optimization consulting firms based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 100 contacts → | ||||
Indirect evidence “Empresa especializada em consultoria financeira estratégica.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 82 contacts → | ||||
Indirect evidence “A RP Capital AAI é uma empresa de assessoria em investimentos credenciada a XP Investimentos, que atende clientes de qualquer parte do mundo.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 80 contacts → | ||||
Indirect evidence “A Linear é constituída por profissionais com sólida formação acadêmica e larga vivência prática, sedimentada ao longo de vários projetos de consultoria desenvolvidos para empresas…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 61 contacts → | ||||
Indirect evidence “Somos uma assessoria de investimentos do segmento de alta renda credenciada à XP Investimentos, a maior Corretora de Valores da América Latina.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 48 contacts → | ||||
Indirect evidence “Decisões financeiras precisam de segurança e previsibilidade.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 35 contacts → | ||||
Indirect evidence “A Options & Company é especialista em aumentar a rentabilidade e a previsibilidade de portfólios utilizando operações estruturadas com opções de ações e índices.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 32 contacts → | ||||
Indirect evidence “Somos uma empresa de alta performance em assessoria para seus investimentos.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 28 contacts → | ||||
Indirect evidence “Okiar Intelligence - Indo Além com Dados e Estratégia Somos mais do que análises estatísticas e projetos de dados.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 25 contacts → | ||||
Indirect evidence “Somos um escritório especializado em assessoria de investimentos, sediado no coração de Pernambuco, em Recife.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 23 contacts → | ||||
Indirect evidence “Há mais de 10 anos no mercado, a Forttu Investimentos é referência em assessoria de alta performance.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 17 contacts → | ||||
Indirect evidence “A Lideratu é uma empresa de consultoria especializada em avaliação e gestão de ativos, constituída por profissionais multidisciplinares, tendo seus sócios mais de 15 anos de…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 13 contacts → | ||||
Indirect evidence “A SMI Consultoria de Investimentos é especializada no atendimento do segmento de Investidores Institucionais, principalmente em Regimes Próprios de Previdência Social dos Estados…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 13 contacts → | ||||
Indirect evidence “A Sete Confiança atua no mercado de capitais desde 2011 e hoje é reconhecida como a maior empresa de Consultoria de Investimentos para RPPS do Centro-Oeste.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 12 contacts → | ||||
Partial evidence “With more than a decade of expertise in Asset Management and Consulting/Advisory, Finplan is now Trius Capital.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 10 contacts → | ||||
Indirect evidence “A Múltiplos é uma empresa de consultoria de investimentos.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 10 contacts → | ||||
Indirect evidence “A Cratos consultores é uma empresa cuja expertise vai muito além do cumprimento das obrigações fiscais e societárias.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 9 contacts → | ||||
Indirect evidence “Ajudamos você a cuidar do seu futuro!” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 8 contacts → | ||||
Indirect evidence “A i9Advisory fundada em 2015 é uma consultoria de investimentos independente e credenciada na CVM.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 8 contacts → | ||||
Indirect evidence “A SCERTUS Consultoria é uma empresa especializada no mercado financeiro.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 8 contacts → | ||||
Partial evidence “We are specialists in looking deeper into your needs, with a Customer Centered vision and in line with your goals and objectives, achieve the best possible Portfolio, using Global…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 7 contacts → | ||||
Indirect evidence “Nosso objetivo é que você conquiste melhores resultados financeiros, com planejamento, estratégia e proteção.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 7 contacts → | ||||
Indirect evidence “At FintAI, we are building the AI-powered operating system for compliance and fiduciary administration in capital markets.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 7 contacts → | ||||
Indirect evidence “Direcionada para pessoas físicas de alta renda e pessoas jurídicas, a área de Assessoria Financeira é uma das principais áreas do Grupo Avanti.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 6 contacts → | ||||
Indirect evidence “A Momento Investimentos foi criada para exercer as atividades de consultoria em investimentos e de planejamento financeiro pessoal.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 6 contacts → | ||||
Indirect evidence “A Outliers Advisory é a 1ª empresa independente do Brasil 100% focada em prover consultoria estratégica para gestoras de recursos.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: portfolio optimization consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names portfolio optimization consulting firms.
- Partial evidence
- Its own public description names part of portfolio optimization consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name portfolio optimization consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 146 portfolio optimization consulting firms based in Brazil
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Portfolio optimization consulting firms based in Brazil at a glance
As of Sep 29, 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 146 companies.
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 optimization consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search 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 Smart Search, 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 optimization consulting firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names portfolio optimization consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among portfolio optimization consulting firms, 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 its RevenueBase Smart Search 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, 276 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 29, 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 optimization consulting firms by metro
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names portfolio optimization consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many portfolio optimization consulting firms are there based in Brazil?
RevenueBase identified 146 portfolio optimization consulting firms 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?
CEA Consultoria, headquartered in Sao Paulo, tops this list with the largest team on record.
Which city has the most portfolio optimization consulting firms?
Sao Paulo leads with 62 headquartered companies, followed by Rio De Janeiro (9) and Brasilia (6).
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 276 verified decision-maker contacts tracked across these 146 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 29, 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 Smart Search, 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.
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