Company lists · Data refreshed September 2026
Top 20 Robo-advisor platforms based in Sao Paulo, Brazil
RevenueBase identified 73 company matches for robo-advisor platforms associated with Sao Paulo, Brazil as of September 2026 and tracks 1,520 professional contacts across them, including 440 with verified work emails and 28 with mobile numbers. Across Brazil, Sao Paulo is the largest hub for this category.
This list covers company matches for robo-advisor platforms associated with Sao Paulo, 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 13, 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 20 largest robo-advisor platforms based in Sao Paulo, 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 13, 2026 · View company records in RevenueBase | |||||
| 2 | 171 contacts → | ||||
Exact match “A maior corretora independente do país.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 3 | 170 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 · Sep 13, 2026 · View company records in RevenueBase | |||||
| 4 | 109 contacts → | ||||
Exact match “Somos uma marca da XP Inc.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 5 | 90 contacts → | ||||
Exact match “Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 6 | 48 contacts → | ||||
Exact match “O primeiro escritório a nascer Corporate & Private como um Agente Autônomo de Investimentos Credenciado XP Investimentos A K3 Investimentos nasceu para dar ao brasileiro autonomia…” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 7 | 48 contacts → | ||||
Exact match “iHUB é um escritório de agentes autônomos de investimentos especializado em renda variável, com a missão de auxiliar nossos clientes a investir de maneira mais inteligente para…” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 8 | 43 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 · Sep 13, 2026 · View company records in RevenueBase | |||||
| 9 | 24 contacts → | ||||
Exact match “Descubra o mercado dos EUA de forma simples e eficiente.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 10 | 23 contacts → | ||||
Exact match “Conectamos planejadores financeiros com clientes usando tecnologia.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 11 | 21 contacts → | ||||
Exact match “Atlas Quantum is one of the world’s largest cryptocurrency investment platforms with clients in more than 30 countries across the globe.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 12 | 19 contacts → | ||||
Exact match “O Kinvo é uma fintech da área de investimentos criada em 2017 com a missão de empoderar o investidor.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 13 | 16 contacts → | ||||
Exact match “Você no Centro de Tudo!” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 14 | 16 contacts → | ||||
Exact match “A gente nunca pensou que a quantidade de informação seria um obstáculo para escolher como investir.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “Criamos soluções personalizadas que levam inteligência, escala e eficiência para o mercado financeiro.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “Você não precisa investir sozinho.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “A Farol Capital é um escritório de agentes autônomos de investimentos credenciado à XP Investimentos.” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “A DNAinvest é uma empresa de assessores de investimentos, MULTIPLATAFORMA, especializada em atender clientes que gostam de exclusividade e que são exigentes com a qualidade do…” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “The platform to simplify your #investments 🧡 We are #InteligênciaFinanceira” Recorded in the RevenueBase company graph · Sep 13, 2026 · View company records in RevenueBase | |||||
| 20 | 7 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 · Sep 13, 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 “robo-advisor 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 20 of 73 robo-advisor platforms based in Sao Paulo, Brazil
See the full list, filter by size, metro and specialty, and access 440 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Robo-advisor platforms based in Sao Paulo, Brazil at a glance
As of Sep 13, 2026Companies by employee count
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 15.0dCompany record updated
Median 65.0dHow 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 Sao Paulo, Brazil whose business descriptions match “robo-advisor 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 440 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 13, 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.
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 “robo-advisor platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many robo-advisor platforms are there based in Sao Paulo, Brazil?
RevenueBase identified 73 company matches for robo-advisor platforms associated with Sao Paulo, 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 in Brazil has the most robo-advisor platforms?
Sao Paulo leads Brazil with 72 company records, followed by Rio De Janeiro (23) and Florianopolis (7).
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 440 professional contacts with verified work emails tracked across these 73 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 13, 2026.
Ready to reach these companies? Verified emails and direct dials for all 73 robo-advisor platforms based in Sao Paulo, Brazil. Start with a free account, no credit card.
Download this list →Related lists
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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.
More company lists
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- Robo-advisor platforms based in the United States
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Company intelligence · public preview
Top 20 robo-advisor platforms based in Sao Paulo, Brazil
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 73 matching company records for robo-advisor platforms based in Sao Paulo, Brazil, with 1,520 tracked contacts and 440 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 13, 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 20 robo-advisor platforms based in Sao Paulo, 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 | 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 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 171 contacts → |
“A maior corretora independente do país.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 170 contacts → |
“Criada em 2011, a Rico é uma corretora de investimentos 100% online e voltada à pessoa física.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Sao Paulo, BrazilReported employees: 1,001-5,000 | Sao Paulo, Brazil | 1,001-5,000 | Exact match | 109 contacts → |
“Somos uma marca da XP Inc.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 90 contacts → |
“Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | K3 Investimentos & Corporatek3investimentos.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 48 contacts → |
“O primeiro escritório a nascer Corporate & Private como um Agente Autônomo de Investimentos Credenciado XP Investimentos A K3 Investimentos nasceu para dar ao brasileiro autonomia…” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 48 contacts → |
“iHUB é um escritório de agentes autônomos de investimentos especializado em renda variável, com a missão de auxiliar nossos clientes a investir de maneira mais inteligente para…” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 43 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 · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 24 contacts → |
“Descubra o mercado dos EUA de forma simples e eficiente.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 23 contacts → |
“Conectamos planejadores financeiros com clientes usando tecnologia.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 21 contacts → |
“Atlas Quantum is one of the world’s largest cryptocurrency investment platforms with clients in more than 30 countries across the globe.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 19 contacts → |
“O Kinvo é uma fintech da área de investimentos criada em 2017 com a missão de empoderar o investidor.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 16 contacts → |
“Você no Centro de Tudo!” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 16 contacts → |
“A gente nunca pensou que a quantidade de informação seria um obstáculo para escolher como investir.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 8 contacts → |
“Criamos soluções personalizadas que levam inteligência, escala e eficiência para o mercado financeiro.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 7 contacts → |
“Você não precisa investir sozinho.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Farol Capital Investimentos XP Investimentosfarolcapital.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 7 contacts → |
“A Farol Capital é um escritório de agentes autônomos de investimentos credenciado à XP Investimentos.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 7 contacts → |
“A DNAinvest é uma empresa de assessores de investimentos, MULTIPLATAFORMA, especializada em atender clientes que gostam de exclusividade e que são exigentes com a qualidade do…” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Inteligência Financeirainteligenciafinanceira.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 7 contacts → |
“The platform to simplify your #investments 🧡 We are #InteligênciaFinanceira” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 7 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 · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 73 company matches
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Robo-advisor platforms: dataset insights
September 13, 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
73 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 were verified and the company information checked
Email last verified
Median 15.0dCompany record updated
Median 65.0dHow 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 13, 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 ↗
Questions about this company list
What does Exact match mean for robo-advisor 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 robo-advisor platforms did RevenueBase find based in Sao Paulo, Brazil?
The saved snapshot records 73 matching company records, 1,520 tracked contacts and 440 verified emails. The public preview displays 20 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 13, 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
Robo-advisor platforms by geography
- Robo-advisor platforms based in the United States
- Robo-advisor platforms based in the United Kingdom
- Robo-advisor platforms based in Brazil
- Robo-advisor platforms based in Canada
- Robo-advisor platforms based in Australia
- Robo-advisor platforms based in Germany
- Robo-advisor platforms based in France
- Robo-advisor platforms based in Switzerland
- Robo-advisor platforms based in the Netherlands
- Robo-advisor platforms based in Spain
- Robo-advisor platforms based in South Africa
- Robo-advisor platforms based in Israel
Cite this list
RevenueBase Data Team. Top 20 robo-advisor platforms based in Sao Paulo, Brazil. Snapshot: September 13, 2026. https://revenuebase.ai/companies/robo-advisor-platforms/brazil/sao-paulo.
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
- Robo-advisor platforms based in the United States
- Robo-advisor platforms based in the United Kingdom
- Robo-advisor platforms based in Brazil
- Robo-advisor platforms based in Canada
- Robo-advisor platforms based in Australia
- Robo-advisor platforms based in Germany
Company intelligence · public preview
Top 20 robo-advisor platforms based in Sao Paulo, Brazil
RevenueBase records 73 matching company records for robo-advisor platforms based in Sao Paulo, Brazil, with 1,520 tracked contacts and 440 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 13, 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 20 robo-advisor platforms based in Sao Paulo, 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 | 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 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 171 contacts → |
“A maior corretora independente do país.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 170 contacts → |
“Criada em 2011, a Rico é uma corretora de investimentos 100% online e voltada à pessoa física.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Sao Paulo, BrazilReported employees: 1,001-5,000 | Sao Paulo, Brazil | 1,001-5,000 | Exact match | 109 contacts → |
“Somos uma marca da XP Inc.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 90 contacts → |
“Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | K3 Investimentos & Corporatek3investimentos.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 48 contacts → |
“O primeiro escritório a nascer Corporate & Private como um Agente Autônomo de Investimentos Credenciado XP Investimentos A K3 Investimentos nasceu para dar ao brasileiro autonomia…” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 48 contacts → |
“iHUB é um escritório de agentes autônomos de investimentos especializado em renda variável, com a missão de auxiliar nossos clientes a investir de maneira mais inteligente para…” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 43 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 · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 24 contacts → |
“Descubra o mercado dos EUA de forma simples e eficiente.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 23 contacts → |
“Conectamos planejadores financeiros com clientes usando tecnologia.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 21 contacts → |
“Atlas Quantum is one of the world’s largest cryptocurrency investment platforms with clients in more than 30 countries across the globe.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 19 contacts → |
“O Kinvo é uma fintech da área de investimentos criada em 2017 com a missão de empoderar o investidor.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 16 contacts → |
“Você no Centro de Tudo!” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 16 contacts → |
“A gente nunca pensou que a quantidade de informação seria um obstáculo para escolher como investir.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 8 contacts → |
“Criamos soluções personalizadas que levam inteligência, escala e eficiência para o mercado financeiro.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 7 contacts → |
“Você não precisa investir sozinho.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Farol Capital Investimentos XP Investimentosfarolcapital.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 7 contacts → |
“A Farol Capital é um escritório de agentes autônomos de investimentos credenciado à XP Investimentos.” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 7 contacts → |
“A DNAinvest é uma empresa de assessores de investimentos, MULTIPLATAFORMA, especializada em atender clientes que gostam de exclusividade e que são exigentes com a qualidade do…” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Inteligência Financeirainteligenciafinanceira.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 7 contacts → |
“The platform to simplify your #investments 🧡 We are #InteligênciaFinanceira” Recorded description excerpt · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 7 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 · September 13, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Robo-advisor platforms: dataset insights
September 13, 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
73 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 were verified and the company information checked
Email last verified
Median 15.0dCompany record updated
Median 65.0dHow 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 13, 2026.
Publisher-reported method study
The published RevenueBase SmartSearch benchmark
86% good or better at Exact
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. It reports 86% of Exact matches judged good or better, and 77% for a 240-pair sample of one- or two-word categories. This evaluates the method across study queries rather than auditing this individual list.
Read the study and full methodology ↗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 ↗
Questions about this company list
What does Exact match mean for robo-advisor 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 robo-advisor platforms did RevenueBase find based in Sao Paulo, Brazil?
The saved snapshot records 73 matching company records, 1,520 tracked contacts and 440 verified emails. The public preview displays 20 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 13, 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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Cite this list
RevenueBase Data Team. Top 20 robo-advisor platforms based in Sao Paulo, Brazil. Snapshot: September 13, 2026. https://revenuebase.ai/companies/robo-advisor-platforms/brazil/sao-paulo.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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