Company lists · Data refreshed November 2026
Top 21 Transition planning advisors based in Brazil
RevenueBase identified 103 company matches for transition planning advisors associated with Brazil as of November 2026 and tracks 693 professional contacts across them, including 99 with verified work emails. Sao Paulo is the largest hub.
This list covers company matches for transition planning advisors associated with 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 November 6, 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 21 largest transition planning advisors based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 47 contacts → | ||||
Exact match “Entendemos que tão importante quanto decidir mudar, é a escolha de onde isso vai acontecer.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 27 contacts → | ||||
Exact match “A Flap Capital nasce com o objetivo de auxiliar pessoas em manter a estabilidade e crescimento na sua vida patrimonial.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 25 contacts → | ||||
Exact match “Na Rumo, acreditamos que a saúde financeira precisa de tanto cuidado como saúde física.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 21 contacts → | ||||
Exact match “Assessor de Investimentos do BTG Pactual Investir é, dentre outras coisas, navegar.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 19 contacts → | ||||
Exact match “Idealizada em 2018 e com unidades na capital e no interior do estado de São Paulo, a FORUM Investimentos é uma assessoria credenciada à XP Investimentos, a maior instituição…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 18 contacts → | ||||
Exact match “Somos uma consultoria estratégica especializada em organização societária como mecanismo de Planejamento Patrimonial Sucessório.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 15 contacts → | ||||
Exact match “Focal Capital is a Brazilian independent financial advisory services company, based in São Paulo City, committed to assisting businesses in moments of strategic transition…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 10 contacts → | ||||
Exact match “Não importa em que fase da vida você está, nossos profissionais estão preparados para entregar um serviço de Planejamento Financeiro de alto padrão para assegurar que você estará…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 8 contacts → | ||||
Exact match “A Novo Conceito Consultoria e Treinamento é especializada em organização patrimonial, planejamento sucessório e gestão tributária estratégica.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 7 contacts → | ||||
Exact match “Somos especialistas em investimentos e planejamento financeiro, ajudando pessoas a transformar seu patrimônio em uma fonte de renda segura e consistente.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “A Kithera traz soluções financeiras para empresas e famílias.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “Oferecemos o portfólio de serviços financeiros e estratégico mais completo do mercado.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “Trabalhamos no assessoramento de famílias que buscam melhor gestão de seu patrimônio, dando suporte na elaboração e implementação de estratégias alinhadas com seus objetivos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “Pensar no futuro.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “A Cabral Investimentos, sediada em Itajaí, oferece um atendimento exclusivo e personalizado, construído para compreender a realidade de cada cliente.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “Atuamos em toda estratégia de estruturação financeira e patrimonial familiar, oferecendo, desta forma, uma perspectiva mais ampla, conectando todos os aspectos de suas finanças…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “A Leono Capital provê soluções de consultoria, assessoria e aconselhamento independente, especializada em alocação de ativos, proteção financeira para patrimônios individuais e…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “A Expresso Planejamento Financeiro assessora na seleção dos melhores investimentos financeiros e auxilia no planejamento sucessório e tributário, buscando sempre um atendimento…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “CRIAMOS PROPOSTAS DE VALOR PARA NOSSOS CLIENTES, COMPROMETENDO-NOS COM SUA TRANQUILIDADE.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “Especialidades:+ Planejamento Financeiro + Gastos Inteligentes + Viajar mais com menos + Investimentos + Renda Fixa + Renda Variável + Liberdade Financeira + Planejamento…” Recorded in the RevenueBase company graph · Nov 6, 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 “transition planning advisors”. 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 21 of 103 transition planning advisors based in Brazil
See the full list, filter by size, metro and specialty, and access 99 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Transition planning advisors based in Brazil at a glance
As of Nov 6, 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 103 companies.
How 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 Brazil whose business descriptions match “transition planning advisors” 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 99 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 November 6, 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 “transition planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many transition planning advisors are there based in Brazil?
RevenueBase identified 103 company matches for transition planning advisors associated with Brazil as of November 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?
Realmarka Construções tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most transition planning advisors?
Sao Paulo leads with 31 company records, followed by Rio De Janeiro (11) and Belo Horizonte (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 99 professional contacts with verified work emails tracked across these 103 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 103 transition planning advisors based in Brazil. Start with a free account, no credit card.
Download this list →Related lists
Transition planning advisors by geography
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- Transition planning advisors based in Vancouver, Canada
- Transition planning advisors based in Paris, France
- Transition planning advisors based in Mumbai, India
- Transition planning advisors based in London, United Kingdom
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- Transition planning advisors based in Austin, United States
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- Transition planning advisors based in Charlotte, United States
Browse the directory
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Transition planning advisors based in Melbourne, Australia
- Transition planning advisors based in Sydney, Australia
- Transition planning advisors based in Calgary, Canada
- Transition planning advisors based in Toronto, Canada
- Transition planning advisors based in Vancouver, Canada
- Transition planning advisors based in Paris, France
Company intelligence · public preview
Top 21 transition planning advisors based in Brazil
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 103 matching company records for transition planning advisors based in Brazil, with 693 tracked contacts and 99 verified work emails.
This public preview shows 21 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 21 transition planning advisors based in 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 |  Realmarka Construçõesrealmarka.com.brHQ: Curitiba, BrazilReported employees: 201-500 | Curitiba, Brazil | 201-500 | Exact match | 47 contacts → |
“Entendemos que tão importante quanto decidir mudar, é a escolha de onde isso vai acontecer.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Flap Capitalflapcapital.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 27 contacts → |
“A Flap Capital nasce com o objetivo de auxiliar pessoas em manter a estabilidade e crescimento na sua vida patrimonial.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Grupo Rumo Consultório Financeirorumocf.com.brHQ: Barueri, BrazilReported employees: 11-50 | Barueri, Brazil | 11-50 | Exact match | 25 contacts → |
“Na Rumo, acreditamos que a saúde financeira precisa de tanto cuidado como saúde física.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Vante Investvanteinvest.comHQ: Brasília, BrazilReported employees: 1-10 | Brasília, Brazil | 1-10 | Exact match | 21 contacts → |
“Assessor de Investimentos do BTG Pactual Investir é, dentre outras coisas, navegar.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Forum Investimentosforuminvestimentos.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 19 contacts → |
“Idealizada em 2018 e com unidades na capital e no interior do estado de São Paulo, a FORUM Investimentos é uma assessoria credenciada à XP Investimentos, a maior instituição…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Hold Back Consultoria S Aholdbackconsultoria.com.brHQ: Sinop, BrazilReported employees: 11-50 | Sinop, Brazil | 11-50 | Exact match | 18 contacts → |
“Somos uma consultoria estratégica especializada em organização societária como mecanismo de Planejamento Patrimonial Sucessório.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Focal Capitalfocalcp.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 15 contacts → |
“Focal Capital is a Brazilian independent financial advisory services company, based in São Paulo City, committed to assisting businesses in moments of strategic transition…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  K1 Capital Humanok1planejamento.com.brHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 10 contacts → |
“Não importa em que fase da vida você está, nossos profissionais estão preparados para entregar um serviço de Planejamento Financeiro de alto padrão para assegurar que você estará…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Novo Conceito Consultorianovoconceito.com.brHQ: Jundiaí, BrazilReported employees: 11-50 | Jundiaí, Brazil | 11-50 | Exact match | 8 contacts → |
“A Novo Conceito Consultoria e Treinamento é especializada em organização patrimonial, planejamento sucessório e gestão tributária estratégica.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Colorado Investimentoscoloradoinvestimentos.comHQ: Viçosa, BrazilReported employees: 1-10 | Viçosa, Brazil | 1-10 | Exact match | 7 contacts → |
“Somos especialistas em investimentos e planejamento financeiro, ajudando pessoas a transformar seu patrimônio em uma fonte de renda segura e consistente.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Kitherakithera.com.brHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 5 contacts → |
“A Kithera traz soluções financeiras para empresas e famílias.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Ludo Consultoria Financeiraludoconsultoria.com HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 5 contacts → |
“Oferecemos o portfólio de serviços financeiros e estratégico mais completo do mercado.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Capytal Assetscapytalassets.com.brHQ: Porto Alegre, BrazilReported employees: 1-10 | Porto Alegre, Brazil | 1-10 | Exact match | 4 contacts → |
“Trabalhamos no assessoramento de famílias que buscam melhor gestão de seu patrimônio, dando suporte na elaboração e implementação de estratégias alinhadas com seus objetivos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Grupo Investprogrupoinvestpro.com.brHQ: Londrina, BrazilReported employees: 51-200 | Londrina, Brazil | 51-200 | Exact match | 4 contacts → |
“Pensar no futuro.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Cabral Investimentoscabralinvestimentos.com.brHQ: Itajaí, BrazilReported employees: 1-10 | Itajaí, Brazil | 1-10 | Exact match | 4 contacts → |
“A Cabral Investimentos, sediada em Itajaí, oferece um atendimento exclusivo e personalizado, construído para compreender a realidade de cada cliente.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Sofia Financesofiafinance.com.brHQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 3 contacts → |
“Atuamos em toda estratégia de estruturação financeira e patrimonial familiar, oferecendo, desta forma, uma perspectiva mais ampla, conectando todos os aspectos de suas finanças…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Leono Capitalleono.com.brHQ: Salvador, BrazilReported employees: 1-10 | Salvador, Brazil | 1-10 | Exact match | 2 contacts → |
“A Leono Capital provê soluções de consultoria, assessoria e aconselhamento independente, especializada em alocação de ativos, proteção financeira para patrimônios individuais e…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Guilherme Baía Planejamento Financeiroguilhermebaia.com.br HQ: Sala 415, BrazilReported employees: 1-10 | Sala 415, Brazil | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 |  Expresso Planejamento Financeiroexpressoplanejamento.com.brHQ: Rio De Janeiro, BrazilReported employees: 1-10 | Rio De Janeiro, Brazil | 1-10 | Exact match | 1 contacts → |
“A Expresso Planejamento Financeiro assessora na seleção dos melhores investimentos financeiros e auxilia no planejamento sucessório e tributário, buscando sempre um atendimento…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | KP Seguros & Planejamentokpseguros.com.br HQ: Santana De Parnaiba, BrazilReported employees: 1-10 | Santana De Parnaiba, Brazil | 1-10 | Exact match | 1 contacts → |
“CRIAMOS PROPOSTAS DE VALOR PARA NOSSOS CLIENTES, COMPROMETENDO-NOS COM SUA TRANQUILIDADE.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Edelina Investeedelinainveste.com.brHQ: Ananindeua, BrazilReported employees: 1-10 | Ananindeua, Brazil | 1-10 | Exact match | 1 contacts → |
“Especialidades:+ Planejamento Financeiro + Gastos Inteligentes + Viajar mais com menos + Investimentos + Renda Fixa + Renda Variável + Liberdade Financeira + Planejamento…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 103 company matches
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Transition planning advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
103 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.
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 103 companies.
How 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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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: November 6, 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 transition planning advisors?
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 transition planning advisors did RevenueBase find based in Brazil?
The saved snapshot records 103 matching company records, 693 tracked contacts and 99 verified emails. The public preview displays 21 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: November 6, 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
Transition planning advisors by geography
- Transition planning advisors based in Melbourne, Australia
- Transition planning advisors based in Sydney, Australia
- Transition planning advisors based in Calgary, Canada
- Transition planning advisors based in Toronto, Canada
- Transition planning advisors based in Vancouver, Canada
- Transition planning advisors based in Paris, France
- Transition planning advisors based in Mumbai, India
- Transition planning advisors based in London, United Kingdom
- Transition planning advisors based in Atlanta, United States
- Transition planning advisors based in Austin, United States
- Transition planning advisors based in Boca Raton, United States
- Transition planning advisors based in Charlotte, United States
Browse the directory
Cite this list
RevenueBase Data Team. Top 21 transition planning advisors based in Brazil. Snapshot: November 6, 2026. https://revenuebase.ai/companies/transition-planning-advisors/brazil.
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
- Transition planning advisors based in Melbourne, Australia
- Transition planning advisors based in Sydney, Australia
- Transition planning advisors based in Calgary, Canada
- Transition planning advisors based in Toronto, Canada
- Transition planning advisors based in Vancouver, Canada
- Transition planning advisors based in Paris, France
Company intelligence · public preview
Top 21 transition planning advisors based in Brazil
RevenueBase records 103 matching company records for transition planning advisors based in Brazil, with 693 tracked contacts and 99 verified work emails.
This public preview shows 21 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 21 transition planning advisors based in 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 | Realmarka Construçõesrealmarka.com.br HQ: Curitiba, BrazilReported employees: 201-500 | Curitiba, Brazil | 201-500 | Exact match | 47 contacts → |
“Entendemos que tão importante quanto decidir mudar, é a escolha de onde isso vai acontecer.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Flap Capitalflapcapital.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 27 contacts → |
“A Flap Capital nasce com o objetivo de auxiliar pessoas em manter a estabilidade e crescimento na sua vida patrimonial.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Grupo Rumo Consultório Financeirorumocf.com.br HQ: Barueri, BrazilReported employees: 11-50 | Barueri, Brazil | 11-50 | Exact match | 25 contacts → |
“Na Rumo, acreditamos que a saúde financeira precisa de tanto cuidado como saúde física.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Vante Investvanteinvest.com HQ: Brasília, BrazilReported employees: 1-10 | Brasília, Brazil | 1-10 | Exact match | 21 contacts → |
“Assessor de Investimentos do BTG Pactual Investir é, dentre outras coisas, navegar.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Forum Investimentosforuminvestimentos.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 19 contacts → |
“Idealizada em 2018 e com unidades na capital e no interior do estado de São Paulo, a FORUM Investimentos é uma assessoria credenciada à XP Investimentos, a maior instituição…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Hold Back Consultoria S Aholdbackconsultoria.com.br HQ: Sinop, BrazilReported employees: 11-50 | Sinop, Brazil | 11-50 | Exact match | 18 contacts → |
“Somos uma consultoria estratégica especializada em organização societária como mecanismo de Planejamento Patrimonial Sucessório.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Focal Capitalfocalcp.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 15 contacts → |
“Focal Capital is a Brazilian independent financial advisory services company, based in São Paulo City, committed to assisting businesses in moments of strategic transition…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | K1 Capital Humanok1planejamento.com.br HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 10 contacts → |
“Não importa em que fase da vida você está, nossos profissionais estão preparados para entregar um serviço de Planejamento Financeiro de alto padrão para assegurar que você estará…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Novo Conceito Consultorianovoconceito.com.br HQ: Jundiaí, BrazilReported employees: 11-50 | Jundiaí, Brazil | 11-50 | Exact match | 8 contacts → |
“A Novo Conceito Consultoria e Treinamento é especializada em organização patrimonial, planejamento sucessório e gestão tributária estratégica.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Colorado Investimentoscoloradoinvestimentos.com HQ: Viçosa, BrazilReported employees: 1-10 | Viçosa, Brazil | 1-10 | Exact match | 7 contacts → |
“Somos especialistas em investimentos e planejamento financeiro, ajudando pessoas a transformar seu patrimônio em uma fonte de renda segura e consistente.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Kitherakithera.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 5 contacts → |
“A Kithera traz soluções financeiras para empresas e famílias.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Ludo Consultoria Financeiraludoconsultoria.com HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 5 contacts → |
“Oferecemos o portfólio de serviços financeiros e estratégico mais completo do mercado.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Capytal Assetscapytalassets.com.br HQ: Porto Alegre, BrazilReported employees: 1-10 | Porto Alegre, Brazil | 1-10 | Exact match | 4 contacts → |
“Trabalhamos no assessoramento de famílias que buscam melhor gestão de seu patrimônio, dando suporte na elaboração e implementação de estratégias alinhadas com seus objetivos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Grupo Investprogrupoinvestpro.com.br HQ: Londrina, BrazilReported employees: 51-200 | Londrina, Brazil | 51-200 | Exact match | 4 contacts → |
“Pensar no futuro.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Cabral Investimentoscabralinvestimentos.com.br HQ: Itajaí, BrazilReported employees: 1-10 | Itajaí, Brazil | 1-10 | Exact match | 4 contacts → |
“A Cabral Investimentos, sediada em Itajaí, oferece um atendimento exclusivo e personalizado, construído para compreender a realidade de cada cliente.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Sofia Financesofiafinance.com.br HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 3 contacts → |
“Atuamos em toda estratégia de estruturação financeira e patrimonial familiar, oferecendo, desta forma, uma perspectiva mais ampla, conectando todos os aspectos de suas finanças…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Leono Capitalleono.com.br HQ: Salvador, BrazilReported employees: 1-10 | Salvador, Brazil | 1-10 | Exact match | 2 contacts → |
“A Leono Capital provê soluções de consultoria, assessoria e aconselhamento independente, especializada em alocação de ativos, proteção financeira para patrimônios individuais e…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Guilherme Baía Planejamento Financeiroguilhermebaia.com.br HQ: Sala 415, BrazilReported employees: 1-10 | Sala 415, Brazil | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 | Expresso Planejamento Financeiroexpressoplanejamento.com.br HQ: Rio De Janeiro, BrazilReported employees: 1-10 | Rio De Janeiro, Brazil | 1-10 | Exact match | 1 contacts → |
“A Expresso Planejamento Financeiro assessora na seleção dos melhores investimentos financeiros e auxilia no planejamento sucessório e tributário, buscando sempre um atendimento…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | KP Seguros & Planejamentokpseguros.com.br HQ: Santana De Parnaiba, BrazilReported employees: 1-10 | Santana De Parnaiba, Brazil | 1-10 | Exact match | 1 contacts → |
“CRIAMOS PROPOSTAS DE VALOR PARA NOSSOS CLIENTES, COMPROMETENDO-NOS COM SUA TRANQUILIDADE.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Edelina Investeedelinainveste.com.br HQ: Ananindeua, BrazilReported employees: 1-10 | Ananindeua, Brazil | 1-10 | Exact match | 1 contacts → |
“Especialidades:+ Planejamento Financeiro + Gastos Inteligentes + Viajar mais com menos + Investimentos + Renda Fixa + Renda Variável + Liberdade Financeira + Planejamento…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Transition planning advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
103 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.
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 103 companies.
How 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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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: November 6, 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 transition planning advisors?
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 transition planning advisors did RevenueBase find based in Brazil?
The saved snapshot records 103 matching company records, 693 tracked contacts and 99 verified emails. The public preview displays 21 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: November 6, 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 21 transition planning advisors based in Brazil. Snapshot: November 6, 2026. https://revenuebase.ai/companies/transition-planning-advisors/brazil.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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