Company lists · Data refreshed November 2026
Top 25 Wealth advisors based in Belo Horizonte, Brazil
RevenueBase identified 87 company matches for wealth advisors associated with Belo Horizonte, Brazil as of November 2026 and tracks 878 professional contacts across them, including 302 with verified work emails. Across Brazil, Sao Paulo is the largest hub for this category (725 companies); Belo Horizonte has 87.
This list covers company matches for wealth advisors associated with Belo Horizonte, 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 25 largest wealth advisors based in Belo Horizonte, Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 124 contacts → | ||||
Exact match “A 3A RIVA Investimentos é um dos principais escritórios de investimentos do Brasil, credenciado a XP Investimentos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 90 contacts → | ||||
Exact match “A Monteverde é uma empresa de Assessoria de Investimentos credenciada à XP Investimentos, uma das maiores instituições financeiras do Brasil, que conta com a experiência de quem…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 63 contacts → | ||||
Exact match “Assessoria Private BTG Pactual.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 40 contacts → | ||||
Exact match “Imeri was born to be a financial advisory firm that is guided not only by numbers and data.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 33 contacts → | ||||
Exact match “Libertas Asset é uma organização especializada na gestão e administração de portfólios.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 30 contacts → | ||||
Exact match “Existimos para que pessoas, famílias & empresas possuam assessoria de investimentos de qualidade técnica reconhecida.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 26 contacts → | ||||
Exact match “A Safira Investimentos oferece assessoria financeira personalizada para cuidar melhor do seu patrimônio, aliando segurança e experiência para otimizar os resultados dos seus…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 24 contacts → | ||||
Exact match “A ASPEN é um escritório de agentes autônomos de investimentos credenciado à XP Investimentos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 18 contacts → | ||||
Exact match “A Multi Wealth Family Office é uma empresa de consultoria em investimentos e gestão patrimonial, com foco em oferecer um atendimento personalizado, transparente e livre de…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 17 contacts → | ||||
Exact match “A MedFi é a consultoria de investimentos independente feita por médicos, para médicos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 15 contacts → | ||||
Exact match “A V10 Investimentos é uma consultoria financeira pessoal.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 11 contacts → | ||||
Exact match “A Biz Invest é uma marca nova, escolhida para representar a fusão da RBG Consulting com a Rafa Participações, permitindo a ambas empresas ampliar o grupo de sócios e entrar em…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 10 contacts → | ||||
Exact match “A FH Advisors nasceu do desejo de transformar a forma como as pessoas lidam com suas finanças, por meio do serviço de planejamento financeiro e elaboração de carteiras e…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 10 contacts → | ||||
Exact match “Assessoria de investimentos globais com foco em personalização e individualização dos serviços na montagem de carteiras de investimentos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 9 contacts → | ||||
Exact match “Thoreos is a financial advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 9 contacts → | ||||
Exact match “A SITS Capital é um escritório de assessoria em investimentos credenciado ao Safra Invest.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “Somos um escritório credenciado à XP INVESTIMENTOS.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “Na Hunter Investimentos, transformamos objetivos financeiros em estratégias inteligentes e personalizadas.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “Nascemos como uma gestora de recursos totalmente independente, com foco inicial na gestão de Fundos de Investimentos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “Somos uma empresa de assessoria financeira para quem quer comprar imóveis, ou seja, prestamos uma série de serviços no mercado financeiro imobiliário.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “A FT Capital é uma assessoria que atua junto ao mercado financeiro na captação de recursos, de um modo inteligente e ágil para os diferentes estágios de vida de uma empresa.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “Acreditamos no potencial das pessoas.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “Wealth Management; Investments, US Real Estate, international financial services, and currency exchange.#GlobalFinance Wealth, Real, Global” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “A IAGF - Inovações em Administração, Gestão e Finanças é uma empresa especializada em apresentar soluções inovadoras em Gestão Financeira e de Negócios tanto à organizações…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “Desde 2012 estamos no mercado colaborando para que nossos clientes encontrem as melhores soluções para proteger sua vida, seu patrimônio e seu futuro.” 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 “wealth 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 25 of 87 wealth advisors based in Belo Horizonte, Brazil
See the full list, filter by size, metro and specialty, and access 302 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Wealth advisors based in Belo Horizonte, Brazil at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured across the whole Brazil list rather than for Belo Horizonte, so it is reported there. Company counts and contact totals on this page are exact for Belo Horizonte, over 87 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 Belo Horizonte, Brazil whose business descriptions match “wealth 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 302 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.
Wealth advisors by metro in Brazil
- Wealth advisors in Sao Paulo725
- Wealth advisors in Rio De Janeiro163
- Wealth advisors in Porto Alegre74
- Wealth advisors in Curitiba71
- Wealth advisors in Campinas45
- Wealth advisors in Brasilia43
- Wealth advisors in Florianopolis36
- Wealth advisors in Goiania35
- Wealth advisors in Recife28
- Wealth advisors in Barueri25
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 “wealth advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth advisors are there based in Belo Horizonte, Brazil?
RevenueBase identified 87 company matches for wealth advisors associated with Belo Horizonte, 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?
3a 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 wealth advisors?
Sao Paulo leads Brazil with 725 company records, followed by Rio De Janeiro (163) and Belo Horizonte (87).
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 302 professional contacts with verified work emails tracked across these 87 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 87 wealth advisors based in Belo Horizonte, Brazil. Start with a free account, no credit card.
Download this list →Related lists
Wealth advisors by geography
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- Wealth advisors based in Australia
- Wealth advisors based in France
- Wealth advisors based in Canada
- Wealth advisors based in Brazil
- Wealth advisors based in Germany
- Wealth advisors based in Switzerland
- Wealth advisors based in the Netherlands
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- Wealth advisors based in Spain
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
Company intelligence · public preview
Top 25 wealth advisors based in Belo Horizonte, Brazil
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 87 matching company records for wealth advisors based in Belo Horizonte, Brazil, with 878 tracked contacts and 302 verified work emails.
This public preview shows 25 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 25 wealth advisors based in Belo Horizonte, 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 |  3a Investimentos3ariva.com.brHQ: Belo Horizonte, BrazilReported employees: 201-500 | Belo Horizonte, Brazil | 201-500 | Exact match | 124 contacts → |
“A 3A RIVA Investimentos é um dos principais escritórios de investimentos do Brasil, credenciado a XP Investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Monteverde Investimentosmonteverdeinvestimentos.com.brHQ: Belo Horizonte, BrazilReported employees: 51-200 | Belo Horizonte, Brazil | 51-200 | Exact match | 90 contacts → |
“A Monteverde é uma empresa de Assessoria de Investimentos credenciada à XP Investimentos, uma das maiores instituições financeiras do Brasil, que conta com a experiência de quem…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Lotus Capitallotuscapitalbr.comHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 63 contacts → |
“Assessoria Private BTG Pactual.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Imeri Capitalimeri.comHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 40 contacts → |
“Imeri was born to be a financial advisory firm that is guided not only by numbers and data.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Libertas Asset S.Alibertasasset.com.brHQ: Belo Horizonte, BrazilReported employees: 51-200 | Belo Horizonte, Brazil | 51-200 | Exact match | 33 contacts → |
“Libertas Asset é uma organização especializada na gestão e administração de portfólios.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Trium Capitaltriumcapital.com.brHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 30 contacts → |
“Existimos para que pessoas, famílias & empresas possuam assessoria de investimentos de qualidade técnica reconhecida.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Safira Investimentossafirainvestimentos.comHQ: Belo Horizonte, BrazilReported employees: 1-10 | Belo Horizonte, Brazil | 1-10 | Exact match | 26 contacts → |
“A Safira Investimentos oferece assessoria financeira personalizada para cuidar melhor do seu patrimônio, aliando segurança e experiência para otimizar os resultados dos seus…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Aspen Investimentosaspeninvestimentos.com.brHQ: Belo Horizonte, BrazilReported employees: 51-200 | Belo Horizonte, Brazil | 51-200 | Exact match | 24 contacts → |
“A ASPEN é um escritório de agentes autônomos de investimentos credenciado à XP Investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  MW Family Officemwfamilyoffice.com.brHQ: Belo Horizonte, BrazilReported employees: 1-10 | Belo Horizonte, Brazil | 1-10 | Exact match | 18 contacts → |
“A Multi Wealth Family Office é uma empresa de consultoria em investimentos e gestão patrimonial, com foco em oferecer um atendimento personalizado, transparente e livre de…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Medfi Consultoria DE Investimentosmedficonsultoria.com.brHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 17 contacts → |
“A MedFi é a consultoria de investimentos independente feita por médicos, para médicos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  V10 Investimentosv10investimentos.com.brHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 15 contacts → |
“A V10 Investimentos é uma consultoria financeira pessoal.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  BIZ Investbizinvest.com.brHQ: Belo Horizonte, BrazilReported employees: 1-10 | Belo Horizonte, Brazil | 1-10 | Exact match | 11 contacts → |
“A Biz Invest é uma marca nova, escolhida para representar a fusão da RBG Consulting com a Rafa Participações, permitindo a ambas empresas ampliar o grupo de sócios e entrar em…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  FH Advisorsfhadvisors.com.brHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 10 contacts → |
“A FH Advisors nasceu do desejo de transformar a forma como as pessoas lidam com suas finanças, por meio do serviço de planejamento financeiro e elaboração de carteiras e…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Topo Investtopoinvest.com.brHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 10 contacts → |
“Assessoria de investimentos globais com foco em personalização e individualização dos serviços na montagem de carteiras de investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Thoreos Consultoriathoreos.comHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 9 contacts → |
“Thoreos is a financial advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Sits Capitalsits.capitalHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 9 contacts → |
“A SITS Capital é um escritório de assessoria em investimentos credenciado ao Safra Invest.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | ARM Investarminvest.com.br HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 8 contacts → |
“Somos um escritório credenciado à XP INVESTIMENTOS.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Hunter Investimentoshunterinvestimentos.com.brHQ: Belo Horizonte, BrazilReported employees: 1-10 | Belo Horizonte, Brazil | 1-10 | Exact match | 7 contacts → |
“Na Hunter Investimentos, transformamos objetivos financeiros em estratégias inteligentes e personalizadas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Impacto Investimentosimpactoinvestimentos.com.brHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 7 contacts → |
“Nascemos como uma gestora de recursos totalmente independente, com foco inicial na gestão de Fundos de Investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Vandesp Assessoria Financeira E Documentalistavandesp.com.brHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 7 contacts → |
“Somos uma empresa de assessoria financeira para quem quer comprar imóveis, ou seja, prestamos uma série de serviços no mercado financeiro imobiliário.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  FT Capitalftaquisicoes.com.brHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 5 contacts → |
“A FT Capital é uma assessoria que atua junto ao mercado financeiro na captação de recursos, de um modo inteligente e ágil para os diferentes estágios de vida de uma empresa.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Scopo Finanças Pessoaisscopofp.com.brHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 5 contacts → |
“Acreditamos no potencial das pessoas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  United Exchange Global Financeunitedexchange.usHQ: Belo Horizonte, BrazilReported employees: 1-10 | Belo Horizonte, Brazil | 1-10 | Exact match | 4 contacts → |
“Wealth Management; Investments, US Real Estate, international financial services, and currency exchange.#GlobalFinance Wealth, Real, Global” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Belo Horizonte, BrazilReported employees: 1-10 | Belo Horizonte, Brazil | 1-10 | Exact match | 4 contacts → |
“A IAGF - Inovações em Administração, Gestão e Finanças é uma empresa especializada em apresentar soluções inovadoras em Gestão Financeira e de Negócios tanto à organizações…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Solum Corretorasolumcorretora.com.brHQ: Belo Horizonte, BrazilReported employees: 1-10 | Belo Horizonte, Brazil | 1-10 | Exact match | 3 contacts → |
“Desde 2012 estamos no mercado colaborando para que nossos clientes encontrem as melhores soluções para proteger sua vida, seu patrimônio e seu futuro.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 87 company matches
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Wealth 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
86 records in the displayed employee bands.
1 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 across the whole Brazil list rather than for Belo Horizonte, so it is reported there. Company counts and contact totals on this page are exact for Belo Horizonte, over 87 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 ↗
Wealth advisors by metro in Brazil
- Wealth advisors in Sao Paulo725
- Wealth advisors in Rio De Janeiro163
- Wealth advisors in Porto Alegre74
- Wealth advisors in Curitiba71
- Wealth advisors in Campinas45
- Wealth advisors in Brasilia43
- Wealth advisors in Florianopolis36
- Wealth advisors in Goiania35
- Wealth advisors in Recife28
- Wealth advisors in Barueri25
Questions about this company list
What does Exact match mean for wealth 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 wealth advisors did RevenueBase find based in Belo Horizonte, Brazil?
The saved snapshot records 87 matching company records, 878 tracked contacts and 302 verified emails. The public preview displays 25 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
Wealth advisors by geography
- Wealth advisors based in the United States
- Wealth advisors based in the United Kingdom
- Wealth advisors based in Australia
- Wealth advisors based in France
- Wealth advisors based in Canada
- Wealth advisors based in Brazil
- Wealth advisors based in Germany
- Wealth advisors based in Switzerland
- Wealth advisors based in the Netherlands
- Wealth advisors based in South Africa
- Wealth advisors based in Mexico
- Wealth advisors based in Spain
Cite this list
RevenueBase Data Team. Top 25 wealth advisors based in Belo Horizonte, Brazil. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-advisors/brazil/belo-horizonte.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 wealth advisors based in Belo Horizonte, Brazil
RevenueBase records 87 matching company records for wealth advisors based in Belo Horizonte, Brazil, with 878 tracked contacts and 302 verified work emails.
This public preview shows 25 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 25 wealth advisors based in Belo Horizonte, 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 | 3a Investimentos3ariva.com.br HQ: Belo Horizonte, BrazilReported employees: 201-500 | Belo Horizonte, Brazil | 201-500 | Exact match | 124 contacts → |
“A 3A RIVA Investimentos é um dos principais escritórios de investimentos do Brasil, credenciado a XP Investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Monteverde Investimentosmonteverdeinvestimentos.com.br HQ: Belo Horizonte, BrazilReported employees: 51-200 | Belo Horizonte, Brazil | 51-200 | Exact match | 90 contacts → |
“A Monteverde é uma empresa de Assessoria de Investimentos credenciada à XP Investimentos, uma das maiores instituições financeiras do Brasil, que conta com a experiência de quem…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Lotus Capitallotuscapitalbr.com HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 63 contacts → |
“Assessoria Private BTG Pactual.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Imeri Capitalimeri.com HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 40 contacts → |
“Imeri was born to be a financial advisory firm that is guided not only by numbers and data.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Libertas Asset S.Alibertasasset.com.br HQ: Belo Horizonte, BrazilReported employees: 51-200 | Belo Horizonte, Brazil | 51-200 | Exact match | 33 contacts → |
“Libertas Asset é uma organização especializada na gestão e administração de portfólios.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Trium Capitaltriumcapital.com.br HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 30 contacts → |
“Existimos para que pessoas, famílias & empresas possuam assessoria de investimentos de qualidade técnica reconhecida.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Safira Investimentossafirainvestimentos.com HQ: Belo Horizonte, BrazilReported employees: 1-10 | Belo Horizonte, Brazil | 1-10 | Exact match | 26 contacts → |
“A Safira Investimentos oferece assessoria financeira personalizada para cuidar melhor do seu patrimônio, aliando segurança e experiência para otimizar os resultados dos seus…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Aspen Investimentosaspeninvestimentos.com.br HQ: Belo Horizonte, BrazilReported employees: 51-200 | Belo Horizonte, Brazil | 51-200 | Exact match | 24 contacts → |
“A ASPEN é um escritório de agentes autônomos de investimentos credenciado à XP Investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | MW Family Officemwfamilyoffice.com.br HQ: Belo Horizonte, BrazilReported employees: 1-10 | Belo Horizonte, Brazil | 1-10 | Exact match | 18 contacts → |
“A Multi Wealth Family Office é uma empresa de consultoria em investimentos e gestão patrimonial, com foco em oferecer um atendimento personalizado, transparente e livre de…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Medfi Consultoria DE Investimentosmedficonsultoria.com.br HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 17 contacts → |
“A MedFi é a consultoria de investimentos independente feita por médicos, para médicos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | V10 Investimentosv10investimentos.com.br HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 15 contacts → |
“A V10 Investimentos é uma consultoria financeira pessoal.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | BIZ Investbizinvest.com.br HQ: Belo Horizonte, BrazilReported employees: 1-10 | Belo Horizonte, Brazil | 1-10 | Exact match | 11 contacts → |
“A Biz Invest é uma marca nova, escolhida para representar a fusão da RBG Consulting com a Rafa Participações, permitindo a ambas empresas ampliar o grupo de sócios e entrar em…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | FH Advisorsfhadvisors.com.br HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 10 contacts → |
“A FH Advisors nasceu do desejo de transformar a forma como as pessoas lidam com suas finanças, por meio do serviço de planejamento financeiro e elaboração de carteiras e…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Topo Investtopoinvest.com.br HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 10 contacts → |
“Assessoria de investimentos globais com foco em personalização e individualização dos serviços na montagem de carteiras de investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Thoreos Consultoriathoreos.com HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 9 contacts → |
“Thoreos is a financial advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Sits Capitalsits.capital HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 9 contacts → |
“A SITS Capital é um escritório de assessoria em investimentos credenciado ao Safra Invest.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | ARM Investarminvest.com.br HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 8 contacts → |
“Somos um escritório credenciado à XP INVESTIMENTOS.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Hunter Investimentoshunterinvestimentos.com.br HQ: Belo Horizonte, BrazilReported employees: 1-10 | Belo Horizonte, Brazil | 1-10 | Exact match | 7 contacts → |
“Na Hunter Investimentos, transformamos objetivos financeiros em estratégias inteligentes e personalizadas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Impacto Investimentosimpactoinvestimentos.com.br HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 7 contacts → |
“Nascemos como uma gestora de recursos totalmente independente, com foco inicial na gestão de Fundos de Investimentos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Vandesp Assessoria Financeira E Documentalistavandesp.com.br HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 7 contacts → |
“Somos uma empresa de assessoria financeira para quem quer comprar imóveis, ou seja, prestamos uma série de serviços no mercado financeiro imobiliário.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | FT Capitalftaquisicoes.com.br HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 5 contacts → |
“A FT Capital é uma assessoria que atua junto ao mercado financeiro na captação de recursos, de um modo inteligente e ágil para os diferentes estágios de vida de uma empresa.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Scopo Finanças Pessoaisscopofp.com.br HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 5 contacts → |
“Acreditamos no potencial das pessoas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | United Exchange Global Financeunitedexchange.us HQ: Belo Horizonte, BrazilReported employees: 1-10 | Belo Horizonte, Brazil | 1-10 | Exact match | 4 contacts → |
“Wealth Management; Investments, US Real Estate, international financial services, and currency exchange.#GlobalFinance Wealth, Real, Global” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Belo Horizonte, BrazilReported employees: 1-10 | Belo Horizonte, Brazil | 1-10 | Exact match | 4 contacts → |
“A IAGF - Inovações em Administração, Gestão e Finanças é uma empresa especializada em apresentar soluções inovadoras em Gestão Financeira e de Negócios tanto à organizações…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Solum Corretorasolumcorretora.com.br HQ: Belo Horizonte, BrazilReported employees: 1-10 | Belo Horizonte, Brazil | 1-10 | Exact match | 3 contacts → |
“Desde 2012 estamos no mercado colaborando para que nossos clientes encontrem as melhores soluções para proteger sua vida, seu patrimônio e seu futuro.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 87 company matches
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Wealth 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
86 records in the displayed employee bands.
1 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 across the whole Brazil list rather than for Belo Horizonte, so it is reported there. Company counts and contact totals on this page are exact for Belo Horizonte, over 87 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 ↗
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Questions about this company list
What does Exact match mean for wealth 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 wealth advisors did RevenueBase find based in Belo Horizonte, Brazil?
The saved snapshot records 87 matching company records, 878 tracked contacts and 302 verified emails. The public preview displays 25 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 25 wealth advisors based in Belo Horizonte, Brazil. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-advisors/brazil/belo-horizonte.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗