Company lists · Data refreshed September 2026
Top 20 Wealth management advisors based in Sao Paulo, Brazil
RevenueBase identified 306 company matches for wealth management advisors associated with Sao Paulo, Brazil as of September 2026 and tracks 18,305 professional contacts across them, including 6,185 with verified work emails. Across Brazil, Sao Paulo is the largest hub for this category.
This list covers company matches for wealth management advisors associated with Sao Paulo, Brazil, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 20 largest wealth management advisors based in Sao Paulo, Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 10,838 contacts → | ||||
Exact match “Somos referência em investimentos.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 530 contacts → | ||||
Exact match “Na Monte Bravo, nosso propósito é claro: construir um mercado de assessoria financeria melhor para fazer a diferença na vida das pessoas através do mercado financeiro.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 425 contacts → | ||||
Exact match “Surgimos para proporcionar aos brasileiros uma forma de investir que é transparente, sem conflito de interesses.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 267 contacts → | ||||
Exact match “A Lifetime Investimentos atua no mercado financeiro desde 2011.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 221 contacts → | ||||
Exact match “Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 168 contacts → | ||||
Exact match “Somos uma assessoria financeira credenciada à XP Investimentos, com mais de R$ 12 bilhões sob custódia, dedicada a oferecer soluções patrimoniais alinhadas aos objetivos, momento…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 155 contacts → | ||||
Exact match “Turim é eleita o Melhor Family Office do Brasil e da América Latina pela Euromoney!” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 90 contacts → | ||||
Exact match “Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 69 contacts → | ||||
Exact match “O Grupo Julius Baer é referência mundial em Wealth Management há mais de um século e está presente nos principais centros financeiros do mundo.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 64 contacts → | ||||
Exact match “An independent investment and wealth management firm, Lakewood provides highly customized investment management and advisory services to high-net-worth individuals and families.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 64 contacts → | ||||
Exact match “A Nord Wealth nasceu da nossa vontade de atender os clientes da mesma forma que gostaríamos de ser atendidos: profissionais certificados, atendimento próximo e interesses…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 59 contacts → | ||||
Exact match “A Ville Capital iniciou as atividades em 2021, com a missão de oferecer soluções inovadoras para clientes de Alta Renda, Private e Empresas.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 58 contacts → | ||||
Exact match “We believe that personal wealth goes far beyond accumulated financial assets.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 55 contacts → | ||||
Exact match “We are a brazilian independent wealth management team with a specific focus on advising a carefully chosen group of families and foundations in effectively managing their…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 48 contacts → | ||||
Exact match “iHUB é um escritório de agentes autônomos de investimentos especializado em renda variável, com a missão de auxiliar nossos clientes a investir de maneira mais inteligente para…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 44 contacts → | ||||
Exact match “A Collar Capital é um escritório credenciado pela XP Investimentos.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 41 contacts → | ||||
Exact match “Na Big Invest, ajudamos você a alcançar as conquistas que deseja, agora e no futuro.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 40 contacts → | ||||
Exact match “Wright Capital é um multifamily office independente, pioneiro na gestão de patrimônio global com olhar para sustentabilidade e impacto socioambiental.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 39 contacts → | ||||
Exact match “Somos a WV Investimentos, empresa de assessoria credenciada da XP Investimentos, que nasce quando exemplares funcionários de um banco público, se unem com o mesmo propósito…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 36 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 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 management 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 20 of 306 wealth management advisors based in Sao Paulo, Brazil
See the full list, filter by size, metro and specialty, and access 6,185 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Wealth management advisors based in Sao Paulo, Brazil at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole Brazil list rather than for Sao Paulo, so it is reported there. Company counts and contact totals on this page are exact for Sao Paulo, over 306 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 Sao Paulo, Brazil whose business descriptions match “wealth management 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 6,185 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 19, 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 management advisors by metro in Brazil
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 management advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth management advisors are there based in Sao Paulo, Brazil?
RevenueBase identified 306 company matches for wealth management advisors associated with Sao Paulo, Brazil as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
SAFRA 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 management advisors?
Sao Paulo leads Brazil with 306 company records, followed by Rio De Janeiro (75) and Belo Horizonte (35).
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 6,185 professional contacts with verified work emails tracked across these 306 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 306 wealth management advisors based in Sao Paulo, Brazil. Start with a free account, no credit card.
Download this list →Related lists
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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Company intelligence · public preview
Top 20 wealth management advisors based in Sao Paulo, Brazil
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 306 matching company records for wealth management advisors based in Sao Paulo, Brazil, with 18,305 tracked contacts and 6,185 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 20 wealth management advisors based in Sao Paulo, Brazil
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  SAFRAsafra.com.brHQ: Sao Paulo, BrazilReported employees: 10001+ | Sao Paulo, Brazil | 10001+ | Exact match | 10,838 contacts → |
“Somos referência em investimentos.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Monte Bravomontebravo.com.brHQ: Sao Paulo, BrazilReported employees: 501-1,000 | Sao Paulo, Brazil | 501-1,000 | Exact match | 530 contacts → |
“Na Monte Bravo, nosso propósito é claro: construir um mercado de assessoria financeria melhor para fazer a diferença na vida das pessoas através do mercado financeiro.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Warren Investimentoswarren.com.brHQ: Sao Paulo, BrazilReported employees: 501-1,000 | Sao Paulo, Brazil | 501-1,000 | Exact match | 425 contacts → |
“Surgimos para proporcionar aos brasileiros uma forma de investir que é transparente, sem conflito de interesses.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Lifetime Investimentoslftm.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 267 contacts → |
“A Lifetime Investimentos atua no mercado financeiro desde 2011.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Necton Investimentosnecton.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 221 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Veedhaveedha.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 168 contacts → |
“Somos uma assessoria financeira credenciada à XP Investimentos, com mais de R$ 12 bilhões sob custódia, dedicada a oferecer soluções patrimoniais alinhadas aos objetivos, momento…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  TURIMturimbr.comHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 155 contacts → |
“Turim é eleita o Melhor Family Office do Brasil e da América Latina pela Euromoney!” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Quark Investimentosquarkinvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 90 contacts → |
“Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Julius Baer Brasiljuliusbaer.comHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 69 contacts → |
“O Grupo Julius Baer é referência mundial em Wealth Management há mais de um século e está presente nos principais centros financeiros do mundo.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Lakewood Investment Managementlkwd.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 64 contacts → |
“An independent investment and wealth management firm, Lakewood provides highly customized investment management and advisory services to high-net-worth individuals and families.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Nord Wealthnordinvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 64 contacts → |
“A Nord Wealth nasceu da nossa vontade de atender os clientes da mesma forma que gostaríamos de ser atendidos: profissionais certificados, atendimento próximo e interesses…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Ville Capital XP Investimentosvillecapital.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 59 contacts → |
“A Ville Capital iniciou as atividades em 2021, com a missão de oferecer soluções inovadoras para clientes de Alta Renda, Private e Empresas.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Davos Financial Partnershipdavos.co HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 58 contacts → |
“We believe that personal wealth goes far beyond accumulated financial assets.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Pragmapragmabr.com HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 55 contacts → |
“We are a brazilian independent wealth management team with a specific focus on advising a carefully chosen group of families and foundations in effectively managing their…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Ihub Investimentosihubinvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 48 contacts → |
“iHUB é um escritório de agentes autônomos de investimentos especializado em renda variável, com a missão de auxiliar nossos clientes a investir de maneira mais inteligente para…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Collar Capitalcollarcapital.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 44 contacts → |
“A Collar Capital é um escritório credenciado pela XP Investimentos.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  BIG Investbiginvest.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 41 contacts → |
“Na Big Invest, ajudamos você a alcançar as conquistas que deseja, agora e no futuro.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Wright Capital Wealth Managementwright.capitalHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 40 contacts → |
“Wright Capital é um multifamily office independente, pioneiro na gestão de patrimônio global com olhar para sustentabilidade e impacto socioambiental.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | WV Investimentoswvinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 39 contacts → |
“Somos a WV Investimentos, empresa de assessoria credenciada da XP Investimentos, que nasce quando exemplares funcionários de um banco público, se unem com o mesmo propósito…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Oikos Wealth Managementoikoswm.com HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 36 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 20 of 306 company matches
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Wealth management advisors: dataset insights
September 19, 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
305 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 Sao Paulo, so it is reported there. Company counts and contact totals on this page are exact for Sao Paulo, over 306 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: September 19, 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 management advisors by metro in Brazil
Questions about this company list
What does Exact match mean for wealth management 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 management advisors did RevenueBase find based in Sao Paulo, Brazil?
The saved snapshot records 306 matching company records, 18,305 tracked contacts and 6,185 verified emails. The public preview displays 20 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 20 wealth management advisors based in Sao Paulo, Brazil. Snapshot: September 19, 2026. https://revenuebase.ai/companies/wealth-management-advisors/brazil/sao-paulo.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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Company intelligence · public preview
Top 20 wealth management advisors based in Sao Paulo, Brazil
RevenueBase records 306 matching company records for wealth management advisors based in Sao Paulo, Brazil, with 18,305 tracked contacts and 6,185 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 20 wealth management advisors based in Sao Paulo, Brazil
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | SAFRAsafra.com.br HQ: Sao Paulo, BrazilReported employees: 10001+ | Sao Paulo, Brazil | 10001+ | Exact match | 10,838 contacts → |
“Somos referência em investimentos.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Monte Bravomontebravo.com.br HQ: Sao Paulo, BrazilReported employees: 501-1,000 | Sao Paulo, Brazil | 501-1,000 | Exact match | 530 contacts → |
“Na Monte Bravo, nosso propósito é claro: construir um mercado de assessoria financeria melhor para fazer a diferença na vida das pessoas através do mercado financeiro.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Warren Investimentoswarren.com.br HQ: Sao Paulo, BrazilReported employees: 501-1,000 | Sao Paulo, Brazil | 501-1,000 | Exact match | 425 contacts → |
“Surgimos para proporcionar aos brasileiros uma forma de investir que é transparente, sem conflito de interesses.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Lifetime Investimentoslftm.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 267 contacts → |
“A Lifetime Investimentos atua no mercado financeiro desde 2011.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Necton Investimentosnecton.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 221 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Veedhaveedha.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 168 contacts → |
“Somos uma assessoria financeira credenciada à XP Investimentos, com mais de R$ 12 bilhões sob custódia, dedicada a oferecer soluções patrimoniais alinhadas aos objetivos, momento…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | TURIMturimbr.com HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 155 contacts → |
“Turim é eleita o Melhor Family Office do Brasil e da América Latina pela Euromoney!” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Quark Investimentosquarkinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 90 contacts → |
“Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Julius Baer Brasiljuliusbaer.com HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 69 contacts → |
“O Grupo Julius Baer é referência mundial em Wealth Management há mais de um século e está presente nos principais centros financeiros do mundo.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Lakewood Investment Managementlkwd.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 64 contacts → |
“An independent investment and wealth management firm, Lakewood provides highly customized investment management and advisory services to high-net-worth individuals and families.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Nord Wealthnordinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 64 contacts → |
“A Nord Wealth nasceu da nossa vontade de atender os clientes da mesma forma que gostaríamos de ser atendidos: profissionais certificados, atendimento próximo e interesses…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Ville Capital XP Investimentosvillecapital.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 59 contacts → |
“A Ville Capital iniciou as atividades em 2021, com a missão de oferecer soluções inovadoras para clientes de Alta Renda, Private e Empresas.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Davos Financial Partnershipdavos.co HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 58 contacts → |
“We believe that personal wealth goes far beyond accumulated financial assets.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Pragmapragmabr.com HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 55 contacts → |
“We are a brazilian independent wealth management team with a specific focus on advising a carefully chosen group of families and foundations in effectively managing their…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Ihub Investimentosihubinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 48 contacts → |
“iHUB é um escritório de agentes autônomos de investimentos especializado em renda variável, com a missão de auxiliar nossos clientes a investir de maneira mais inteligente para…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Collar Capitalcollarcapital.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 44 contacts → |
“A Collar Capital é um escritório credenciado pela XP Investimentos.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | BIG Investbiginvest.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 41 contacts → |
“Na Big Invest, ajudamos você a alcançar as conquistas que deseja, agora e no futuro.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Wright Capital Wealth Managementwright.capital HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 40 contacts → |
“Wright Capital é um multifamily office independente, pioneiro na gestão de patrimônio global com olhar para sustentabilidade e impacto socioambiental.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | WV Investimentoswvinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 39 contacts → |
“Somos a WV Investimentos, empresa de assessoria credenciada da XP Investimentos, que nasce quando exemplares funcionários de um banco público, se unem com o mesmo propósito…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Oikos Wealth Managementoikoswm.com HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 36 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 20 of 306 company matches
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Wealth management advisors: dataset insights
September 19, 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
305 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 Sao Paulo, so it is reported there. Company counts and contact totals on this page are exact for Sao Paulo, over 306 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: September 19, 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 management advisors by metro in Brazil
Questions about this company list
What does Exact match mean for wealth management 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 management advisors did RevenueBase find based in Sao Paulo, Brazil?
The saved snapshot records 306 matching company records, 18,305 tracked contacts and 6,185 verified emails. The public preview displays 20 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 20 wealth management advisors based in Sao Paulo, Brazil. Snapshot: September 19, 2026. https://revenuebase.ai/companies/wealth-management-advisors/brazil/sao-paulo.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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