Company lists · Data refreshed September 2026

Top 13 Portfolio optimization consulting firms based in Sao Paulo, Brazil

RevenueBase identified 62 portfolio optimization consulting firms headquartered in Sao Paulo, Brazil as of September 2026 and tracks 502 professional contacts across them, including 124 with verified work emails. Across Brazil, Sao Paulo is the largest hub for this category.

This list covers portfolio optimization consulting firms headquartered in Sao Paulo, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
62Companies
502Contacts tracked
124Verified emails
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The 13 largest portfolio optimization consulting firms based in Sao Paulo, Brazil

Ranked by team size
Top 13 of 62 portfolio optimization consulting firms based in Sao Paulo, Brazil, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio optimization consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSao Paulo, BrazilHQ checked Sep 29, 202651-20080 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, 2026
2Indirect evidenceSao Paulo, BrazilHQ checked Sep 29, 202651-20032 contacts →

Indirect evidence

“Somos uma empresa de alta performance em assessoria para seus investimentos.”

Source: RevenueBase Database · checked Sep 29, 2026
3Indirect evidenceSao Paulo, BrazilHQ checked Sep 29, 202611-5017 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, 2026
4Partial evidenceSao Paulo, BrazilHQ checked Sep 29, 202611-5012 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, 2026
5Indirect evidenceSao Paulo, BrazilHQ checked Sep 29, 202611-508 contacts →

Indirect evidence

“A SCERTUS Consultoria é uma empresa especializada no mercado financeiro.”

Source: RevenueBase Database · checked Sep 29, 2026
6Indirect evidenceSao Paulo, BrazilHQ checked Sep 29, 20261-106 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, 2026
7Indirect evidenceSao Paulo, BrazilHQ checked Sep 29, 20261-106 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, 2026
8Indirect evidenceSao Paulo, BrazilHQ checked Sep 29, 20261-106 contacts →

Indirect evidence

“Prestamos serviço de consultoria financeira para UHNWI e HNI, e consolidação de carteira, visando maximizar o retorno, reduzir custos e controlar riscos.”

Source: RevenueBase Database · checked Sep 29, 2026
9Partial evidenceSao Paulo, BrazilHQ checked Sep 29, 202611-504 contacts →

Partial evidence

“A PPS – Portfolio Performance surgiu em 1996, com o desenvolvimento do "software" PPS, o primeiro aplicativo de análise de desempenho de carteiras do Brasil, e que continua em…”

Source: RevenueBase Database · checked Sep 29, 2026
10Indirect evidenceSao Paulo, BrazilHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“As empresas LDB foram criadas pela iniciativa de dois executivos e amigos, Ronaldo de Oliveira e Marcos A.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceSao Paulo, BrazilHQ checked Sep 29, 202611-503 contacts →

Indirect evidence

“A Octaplus Financial Analytics é resultado de uma singular associação de conhecimento de seus criadores.”

Source: RevenueBase Database · checked Sep 29, 2026
12Indirect evidenceSao Paulo, BrazilHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“Dados, Análise e Crescimento.”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceSao Paulo, BrazilHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Nosso trabalho é prestar assessoria em investimentos nas mais diversas modalidades disponíveis no mercado, customizando as melhores alternativas para cada perfil, de modo…”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 13 of 62 portfolio optimization consulting firms based in Sao Paulo, Brazil

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Portfolio optimization consulting firms based in Sao Paulo, Brazil at a glance

As of Sep 29, 2026
24.7%Verified-email coverage
8.1Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
38
11-50
21
51-200
3

Email recency for this list is measured across the whole Brazil list rather than for Sao Paulo, so it is reported there. Company counts and contact totals on this page are exact for Sao Paulo, over 62 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 Sao Paulo, 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 Sao Paulo 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, 124 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.

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 Sao Paulo, Brazil?

RevenueBase identified 62 portfolio optimization consulting firms headquartered in Sao Paulo, 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?

Linear Softwares Matemáticos, headquartered in Sao Paulo, tops this list with the largest team on record.

Which city in Brazil has the most portfolio optimization consulting firms?

Sao Paulo leads Brazil 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 124 verified decision-maker contacts tracked across these 62 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.