Company lists · Data refreshed September 2026

Top 23 Robo advisory software companies based in Brazil

RevenueBase identified 67 robo advisory software companies headquartered in Brazil as of September 2026 and tracks 875 professional contacts across them, including 283 with verified work emails. Sao Paulo is the largest hub.

This list covers robo advisory 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 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 14, 2026 86% judged on-target in blind review
67Companies
875Contacts tracked
283Verified emails
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The 23 largest robo advisory software companies based in Brazil

Ranked by team size
Top 23 of 67 robo advisory software companies based in Brazil, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to robo advisory software companies: 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 14, 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 14, 2026
2Indirect evidenceSao Paulo, BrazilHQ checked Sep 14, 202651-20090 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceSao Paulo, BrazilHQ checked Sep 14, 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 14, 2026
4Indirect evidenceCuritiba, BrazilHQ checked Sep 14, 202651-20041 contacts →

Indirect evidence

“Somos a InvestFlow Investimentos!”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidenceNiterói, BrazilHQ checked Sep 14, 202611-5034 contacts →

Indirect evidence

“A VAROS se propõe a aperfeiçoar e facilitar o processo de decisão de investimento para pessoas comuns que desejam ter a tranquilidade de saber que o seu dinheiro está bem…”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceCampo Grande, BrazilHQ checked Sep 14, 202611-5031 contacts →

Indirect evidence

“Somos uma empresa focada em fazer o brasileiro investir melhor com profissionais qualificados e experiência no mercado financeiro.”

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidenceNiterói, BrazilHQ checked Sep 14, 202611-5023 contacts →

Indirect evidence

“Liberdade, Fraternidade e Rentabilidade.”

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 14, 202611-5019 contacts →

Indirect evidence

“A SmarttBot é a primeira fintech brasileira especializada em investimento automatizado na bolsa de valores.”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceSão Paulo, BrazilHQ checked Sep 14, 202611-5018 contacts →

Indirect evidence

“Mais que especialistas em investimentos.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceSao Paulo, BrazilHQ checked Sep 14, 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 14, 2026
11Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 14, 20261-1014 contacts →

Indirect evidence

“O mercado é dinâmico.”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceSão Paulo, BrazilHQ checked Sep 14, 202611-5011 contacts →

Indirect evidence

“A Reinvent é uma plataforma de IA para escritórios de investimento e instituições financeiras que querem escalar o atendimento com personalização.”

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceSao Paulo, BrazilHQ checked Sep 14, 202611-507 contacts →

Indirect evidence

“Você não precisa investir sozinho.”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceFlorianópolis, BrazilHQ checked Sep 14, 202611-507 contacts →

Indirect evidence

“Nosso maior objetivo é fazer você investir melhor.”

Source: RevenueBase Database · checked Sep 14, 2026
15Partial evidenceSao Paulo, BrazilHQ checked Sep 14, 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 14, 2026
16Indirect evidenceSão Paulo, BrazilHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“O objetivo da Taiga Investimentos é ajudar as pessoas a investir melhor e realizar seus sonhos, democratizando o acesso a investimentos que estão disponíveis apenas para grandes…”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidenceSão Paulo, BrazilHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“Assessoria de investimentos vinculada a plataforma XP Investimentos.”

Source: RevenueBase Database · checked Sep 14, 2026
18Indirect evidenceSão Paulo, BrazilHQ checked Sep 14, 202651-2005 contacts →

Indirect evidence

“Somos a Tokyo Capital, uma empresa líder em assessoria de investimentos, AI Contratado EQI Investimentos.”

Source: RevenueBase Database · checked Sep 14, 2026
19Indirect evidenceCampinas, BrazilHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“Investimentos e Servicos Financeiros.”

Source: RevenueBase Database · checked Sep 14, 2026
20Strong evidenceSao Paulo, BrazilHQ checked Sep 14, 20261-105 contacts →

Strong evidence

“O RoboBanker® é um robo-advisor que usa algoritmos para gerenciar e alocar fundos do investidor, baseado em informações individuais de cada investidor.”

Source: RevenueBase Database · checked Sep 14, 2026
21Indirect evidenceBelo Horizonte, BrazilHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“A iVi é uma empresa de tecnologia criada com a missão de usar o que há de mais moderno para realizar o processo de investimento e gestão de portfólio.”

Source: RevenueBase Database · checked Sep 14, 2026
22Indirect evidenceBrasília, BrazilHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“We created an intelligent assistant that will lead people in a learning journey to financial freedom until they become qualified investors.""Our value proposition is to hassle…”

Source: RevenueBase Database · checked Sep 14, 2026
23Indirect evidenceCuritiba, BrazilHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Queremos ajudar cada pessoa a organizar e conquistar seus sonhos de forma acelerada.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 23 of 67 robo advisory software companies based in Brazil

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Robo advisory software companies based in Brazil at a glance

As of Sep 14, 2026
32.3%Verified-email coverage
13.1Average contacts per company
1-10Median size (employees)
41.8%Largest-city concentration · Sao Paulo
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
39
11-50
20
51-200
6
201-500
2

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 67 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 robo advisory software companies, 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 “robo advisory software companies”. 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 advisory software companies), 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 advisory 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 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, 283 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 14, 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 advisory software companies by metro

  • Robo advisory software companies in Sao Paulo28

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 advisory software companies, 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 advisory software companies are there based in Brazil?

RevenueBase identified 67 robo advisory 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 robo advisory software companies?

Sao Paulo leads with 28 headquartered companies, followed by Rio De Janeiro (4) 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 283 verified decision-maker contacts tracked across these 67 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 14, 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.