Company lists · Data refreshed November 2026

Top 25 Wealth management and property services based in Brazil

RevenueBase identified 1,323 company matches for wealth management and property services associated with Brazil as of November 2026 and tracks 33,488 professional contacts across them, including 7,429 with verified work emails. Sao Paulo is the largest hub.

This list covers company matches for wealth management and property services 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
1,323Companies
33,488Contacts tracked
7,429Verified emails
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The 25 largest wealth management and property services based in Brazil

Ranked by team size
Top 25 of 1,323 company matches for wealth management and property services based in Brazil, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSao Paulo, BrazilHQ recorded Nov 6, 202610001+11,866 contacts →

Exact match

“Somos referência em investimentos.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchGoiânia, BrazilHQ recorded Nov 6, 2026201-500972 contacts →

Exact match

“Página de Gestão de Pessoas da My Broker.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchPorto Alegre, BrazilHQ recorded Nov 6, 2026501-1,000792 contacts →

Exact match

“Nascemos imobiliária, mas também somos corretora de seguros.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchRibeirão Preto, BrazilHQ recorded Nov 6, 2026501-1,000699 contacts →

Exact match

“Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchSao Paulo, BrazilHQ recorded Nov 6, 2026501-1,000587 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 · Nov 6, 2026 · View company records in RevenueBase
6Exact matchSão Paulo, BrazilHQ recorded Nov 6, 2026501-1,000423 contacts →

Exact match

“Há mais de 20 anos, a Innova atua no mercado imobiliário com excelência, inovação e foco em resultados reais.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchSão Paulo, BrazilHQ recorded Nov 6, 2026201-500411 contacts →

Exact match

“Presente no mercado imobiliário desde 1974, o Grupo Graiche atua nos segmentos de administração condominial, locação e venda de imóveis e assessoria jurídica.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchSao Paulo, BrazilHQ recorded Nov 6, 2026201-500295 contacts →

Exact match

“A Lifetime Investimentos atua no mercado financeiro desde 2011.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchCampinas, BrazilHQ recorded Nov 6, 2026201-500281 contacts →

Exact match

“Desde 2009, a Wiser, escritório do BTG Pactual, tem como missão gerar valor para seus clientes com segurança, conhecimento e foco, pilares que fazem parte do nosso DNA Nosso…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchBelo Horizonte, BrazilHQ recorded Nov 6, 202651-200271 contacts →

Exact match

“Um lar precisa atender aos gostos e desejos de todos que o habitam.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchSão Paulo, BrazilHQ recorded Nov 6, 2026201-500269 contacts →

Exact match

“Em 2006, iniciamos as atividades da XP Investimentos em São Paulo, ainda como Agente Autônomo de Investimentos, numa minúscula sala de 6m².”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchNiterói, BrazilHQ recorded Nov 6, 202651-200214 contacts →

Exact match

“Há 8 anos estamos presentes no mercado imobiliário de Niterói.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchSão Paulo, BrazilHQ recorded Nov 6, 202651-200188 contacts →

Exact match

“Em 2012, Carolina Giovanella fundou a Portofino para cuidar do patrimônio da própria família.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchSão Paulo, BrazilHQ recorded Nov 6, 2026201-500168 contacts →

Exact match

“Com uma veia empreendedora e um histórico no mercado acionário brasileiro oriunda desde 1989, a Criteria foi fundada em 2014 buscando aprimorar o serviço de rentabilização e…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchSao Paulo, BrazilHQ recorded Nov 6, 202651-200138 contacts →

Exact match

“Somos uma família administrando os bens de outras famílias.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchFortaleza, BrazilHQ recorded Nov 6, 202651-200136 contacts →

Exact match

“Há 28 anos no mercado de locação e administração de imóveis, a SJ está presente na vida dos cearenses com sua sede e duas agências (Bezerra e Montese).”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchCampinas, BrazilHQ recorded Nov 6, 202651-200135 contacts →

Exact match

“A Piccoloto Negócios Imobiliários é referência no mercado imobiliário de alto padrão de Campinas e região desde 1991, com uma trajetória construída sobre solidez, credibilidade…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchRio De Janeiro, BrazilHQ recorded Nov 6, 202651-200123 contacts →

Exact match

“Presente no mercado imobiliário do Rio de Janeiro há mais de 60 anos, a ACIR atua em Administração de Condomínios, Administração de Imóveis, Compra & Venda e Seguros Imobiliários.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchBrasilia, BrazilHQ recorded Nov 6, 202651-200123 contacts →

Exact match

“Objetividade e compromisso!”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchSão Paulo, BrazilHQ recorded Nov 6, 202651-200109 contacts →

Exact match

“A WHG é uma instituição financeira de private independente, focada em wealth management e asset management.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchPorto Alegre, BrazilHQ recorded Nov 6, 202651-200105 contacts →

Exact match

“Companhia focada e especializada na comercialização de imóveis de luxo, reconhecida pelo amplo conhecimento do mercado e pela excelência na prestação dos serviços.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchFlorianópolis, BrazilHQ recorded Nov 6, 202651-200105 contacts →

Exact match

“A SOMMA Investimentos é uma gestora independente de recursos do Sul do país, com 23 anos de experiência e R$ 18 bilhões sob gestão.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchSao Paulo, BrazilHQ recorded Nov 6, 202651-20092 contacts →

Exact match

“Fundada em 2004, a TAG Investimentos é uma das cinco maiores gestoras de patrimônio independentes do Brasil, especializada na administração global do portfólio de famílias…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchAnápolis, BrazilHQ recorded Nov 6, 202651-20091 contacts →

Exact match

“Na Kaza Capital, transformamos estratégia em resultados.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchSão Paulo, BrazilHQ recorded Nov 6, 202651-20087 contacts →

Exact match

“Inauguramos o conceito boutique imobiliária e unimos a tradição e inovação como diretrizes.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 1,323 wealth management and property services based in Brazil

See the full list, filter by size, metro and specialty, and access 7,429 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management and property services based in Brazil at a glance

As of Nov 6, 2026
22.2%Verified-email coverage
25.3Average contacts per company
1-10Median size (employees)
27.7%Largest-city concentration · Sao Paulo
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
676
11-50
486
51-200
114
201-500
22
501-1,000
10
1,001-5,000
1
5,001-10,000
2
10001+
3

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 1,323 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 “wealth management and property services” 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 7,429 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 “wealth management and property services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management and property services are there based in Brazil?

RevenueBase identified 1,323 company matches for wealth management and property services 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?

SAFRA tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most wealth management and property services?

Sao Paulo leads with 367 company records, followed by Rio De Janeiro (83) and Curitiba (59).

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 7,429 professional contacts with verified work emails tracked across these 1,323 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.

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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.