Company lists · Data refreshed September 2026

Top 20 Robo-advisor platforms based in Sao Paulo, Brazil

RevenueBase identified 73 robo-advisor platforms headquartered in 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. Sao Paulo is the largest hub.

This list covers robo-advisor platforms 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 13, 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 13, 2026 86% judged on-target in blind review
73Companies
1,520Contacts tracked
440Verified emails
28Mobile numbers
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The 20 largest robo-advisor platforms based in Sao Paulo, Brazil

Ranked by team size
Top 20 of 73 robo-advisor platforms based in Sao Paulo, Brazil, ranked by team size, largest first. Data refreshed Sep 13, 2026. RevenueBase Smart Search rates how each company's information relates to robo-advisor platforms: 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 13, 2026201-500221 contacts →

Indirect evidence

“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.”

Source: RevenueBase Database · checked Sep 13, 2026
2Indirect evidenceSao Paulo, BrazilHQ checked Sep 13, 2026201-500171 contacts →

Indirect evidence

“A maior corretora independente do país.”

Source: RevenueBase Database · checked Sep 13, 2026
3Indirect evidenceSao Paulo, BrazilHQ checked Sep 13, 202651-200170 contacts →

Indirect evidence

“Criada em 2011, a Rico é uma corretora de investimentos 100% online e voltada à pessoa física.”

Source: RevenueBase Database · checked Sep 13, 2026
4Indirect evidenceSao Paulo, BrazilHQ checked Sep 13, 20261,001-5,000109 contacts →

Indirect evidence

“Somos uma marca da XP Inc.”

Source: RevenueBase Database · checked Sep 13, 2026
5Indirect evidenceSao Paulo, BrazilHQ checked Sep 13, 202651-20090 contacts →

Indirect evidence

“Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.”

Source: RevenueBase Database · checked Sep 13, 2026
6Indirect evidenceSao Paulo, BrazilHQ checked Sep 13, 202611-5048 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 13, 2026
7Indirect evidenceSao Paulo, BrazilHQ checked Sep 13, 202651-20048 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 13, 2026
8Indirect evidenceSao Paulo, BrazilHQ checked Sep 13, 202651-20043 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 13, 2026
9Indirect evidenceSao Paulo, BrazilHQ checked Sep 13, 202651-20024 contacts →

Indirect evidence

“Descubra o mercado dos EUA de forma simples e eficiente.”

Source: RevenueBase Database · checked Sep 13, 2026
10Indirect evidenceSao Paulo, BrazilHQ checked Sep 13, 202611-5023 contacts →

Indirect evidence

“Conectamos planejadores financeiros com clientes usando tecnologia.”

Source: RevenueBase Database · checked Sep 13, 2026
11Partial evidenceSao Paulo, BrazilHQ checked Sep 13, 202651-20021 contacts →

Partial evidence

“Atlas Quantum is one of the world’s largest cryptocurrency investment platforms with clients in more than 30 countries across the globe.”

Source: RevenueBase Database · checked Sep 13, 2026
12Indirect evidenceSao Paulo, BrazilHQ checked Sep 13, 202611-5019 contacts →

Indirect evidence

“O Kinvo é uma fintech da área de investimentos criada em 2017 com a missão de empoderar o investidor.”

Source: RevenueBase Database · checked Sep 13, 2026
13Indirect evidenceSao Paulo, BrazilHQ checked Sep 13, 20261-1016 contacts →

Indirect evidence

“Você no Centro de Tudo!”

Source: RevenueBase Database · checked Sep 13, 2026
14Indirect evidenceSao Paulo, BrazilHQ checked Sep 13, 2026201-50016 contacts →

Indirect evidence

“A gente nunca pensou que a quantidade de informação seria um obstáculo para escolher como investir.”

Source: RevenueBase Database · checked Sep 13, 2026
15Indirect evidenceSao Paulo, BrazilHQ checked Sep 13, 20261-108 contacts →

Indirect evidence

“Criamos soluções personalizadas que levam inteligência, escala e eficiência para o mercado financeiro.”

Source: RevenueBase Database · checked Sep 13, 2026
16Indirect evidenceSao Paulo, BrazilHQ checked Sep 13, 202611-507 contacts →

Indirect evidence

“Você não precisa investir sozinho.”

Source: RevenueBase Database · checked Sep 13, 2026
17Indirect evidenceSao Paulo, BrazilHQ checked Sep 13, 202611-507 contacts →

Indirect evidence

“A Farol Capital é um escritório de agentes autônomos de investimentos credenciado à XP Investimentos.”

Source: RevenueBase Database · checked Sep 13, 2026
18Indirect evidenceSao Paulo, BrazilHQ checked Sep 13, 20261-107 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 13, 2026
19Partial evidenceSao Paulo, BrazilHQ checked Sep 13, 202611-507 contacts →

Partial evidence

“The platform to simplify your #investments 🧡 We are #InteligênciaFinanceira”

Source: RevenueBase Database · checked Sep 13, 2026
20Partial evidenceSao Paulo, BrazilHQ checked Sep 13, 202611-507 contacts →

Partial evidence

“A Capitólio foi eleita a melhor empresa de investimentos pela Brazil Advisor Awards 2020, prêmio dado aos escritórios com melhor desempenho na XP Investimentos.”

Source: RevenueBase Database · checked Sep 13, 2026

Showing 20 of 73 robo-advisor platforms based in Sao Paulo, Brazil

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Robo-advisor platforms based in Sao Paulo, Brazil at a glance

As of Sep 13, 2026
28.9%Verified-email coverage
1.8%Mobile-number coverage
20.8Average contacts per company
11-50Median size (employees)
98.6%Largest-city concentration · Sao Paulo
Sep 13, 2026Page data refreshed

Companies by employee count

1-10
35
11-50
23
51-200
10
201-500
4
1,001-5,000
1

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 15.0d

Company record updated

Median 65.0d

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 robo-advisor platforms, 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 “robo-advisor platforms”. 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 robo-advisor platforms), 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 robo-advisor platforms, 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, 440 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 13, 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.

Robo-advisor platforms by metro in Brazil

  • Robo-advisor platforms in Sao Paulo72

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 robo-advisor platforms, 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 robo-advisor platforms are there based in Sao Paulo, Brazil?

RevenueBase identified 73 robo-advisor platforms 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?

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

Which city has the most robo-advisor platforms?

Sao Paulo leads with 72 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 440 verified decision-maker contacts tracked across these 73 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 13, 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.