Company lists · Data refreshed September 2026

Top 25 Wealth management app developers based in Brazil

RevenueBase identified 87 wealth management app developers headquartered in Brazil as of September 2026 and tracks 2,716 professional contacts across them, including 449 with verified work emails. Sao Paulo is the largest hub.

This list covers wealth management app developers headquartered in Brazil, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
87Companies
2,716Contacts tracked
449Verified emails
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The 25 largest wealth management app developers based in Brazil

Ranked by team size
Top 25 of 87 wealth management app developers based in Brazil, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management app developers: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceRibeirão Preto, BrazilHQ checked Sep 19, 2026501-1,000591 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceCampinas, BrazilHQ checked Sep 19, 2026201-500265 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 2026201-500221 contacts →

Indirect evidence

“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceSão Paulo, BrazilHQ checked Sep 19, 202651-20093 contacts →

Indirect evidence

“We are an independent technology company founded with the goal of organizing the investment market.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202651-20090 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceFlorianópolis, BrazilHQ checked Sep 19, 202651-20064 contacts →

Partial evidence

“De A a Z, para Advisors e Wealth Managers.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202611-5061 contacts →

Indirect evidence

“Tecnologia avançada para gestão de carteiras de investimentos”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 19, 202611-5053 contacts →

Indirect evidence

“A Investtools é uma empresa sediada no Rio de Janeiro com mais 15 anos de know-how dos principais processos do ecossistema financeiro.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 19, 202651-20049 contacts →

Indirect evidence

“A Alocc é uma empresa especializada em gestão patrimonial, reconhecida no mercado por sua atuação sólida e responsável.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202651-20048 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202651-20043 contacts →

Indirect evidence

“Bem-vindo à Delta Investor, uma empresa digital de assessoria de investimentos dedicada a transformar a experiência de investir para melhorar a vida das pessoas.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 19, 202611-5031 contacts →

Indirect evidence

“O desafio de gerir um patrimônio é ampliado à medida em que aumentam o volume, a sofisticação e a diversificação do conjunto de seus ativos.”

Source: RevenueBase Database · checked Sep 19, 2026
13Strong evidenceSão Paulo, BrazilHQ checked Sep 19, 202611-5030 contacts →

Strong evidence

“A ABS - Asset Banking System desenvolve e fornece soluções de software integrados para bancos, corretoras, distribuidoras, gestoras de recursos, wealth management, multi e single…”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202611-5023 contacts →

Indirect evidence

“Conectamos planejadores financeiros com clientes usando tecnologia.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 19, 202611-5020 contacts →

Indirect evidence

“Nascemos do desejo de fazer a diferença no mercado financeiro.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202611-5020 contacts →

Indirect evidence

“Gestão de Investimentos em aplicações financeiras”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceSão Paulo, BrazilHQ checked Sep 19, 202611-5019 contacts →

Indirect evidence

“A Integra Invest nasceu da união de 04 profissionais com vasta experiência adquirida nas melhores instituições financeiras: Itaú, Safra, Bradesco e BNP Paribas, que atuavam como…”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 19, 202611-5019 contacts →

Indirect evidence

“A WAY Assessores de Investimentos, fundada em 2008, é uma empresa de assessoria de investimentos, consolidada com mais de 1.900 clientes ativos e R$1,7 bilhões sob assessoria na…”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceSao Paulo, BrazilHQ checked Sep 19, 202611-5019 contacts →

Indirect evidence

“O Kinvo é uma fintech da área de investimentos criada em 2017 com a missão de empoderar o investidor.”

Source: RevenueBase Database · checked Sep 19, 2026
20Strong evidenceSão Paulo, BrazilHQ checked Sep 19, 202611-5017 contacts →

Strong evidence

Wealth Management with ethics, responsibility, and professionalism, building personalized portfolios locally and internationally while considering tax and succession aspects, and…”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceUberlandia, BrazilHQ checked Sep 19, 202611-5016 contacts →

Indirect evidence

“A Ghia Investimentos se destaca por ser a única empresa da região especializada na gestão de grandes fortunas, pois sabemos que o atendimento exclusivo faz toda a diferença.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceSão Paulo, BrazilHQ checked Sep 19, 202611-5014 contacts →

Indirect evidence

“A Monetá foi constituída para ser fora do óbvio, ir além.”

Source: RevenueBase Database · checked Sep 19, 2026
23Strong evidenceSão Paulo, BrazilHQ checked Sep 19, 202651-20011 contacts →

Strong evidence

“As a wealth management company, we are dedicated to offer you the best investment solution.”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceSão Paulo, BrazilHQ checked Sep 19, 202611-5011 contacts →

Indirect evidence

“A Sole Capital é um Multi Family Office que reúne gestão, planejamento e preservação patrimonial em uma única estrutura.”

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceMogi Das Cruzes, BrazilHQ checked Sep 19, 20261-1010 contacts →

Indirect evidence

“A MGM nasceu em 2015 com o propósito de oferecer um atendimento diferenciado no mercado financeiro, colocando o cliente no centro de suas operações e buscando construir relações…”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 87 wealth management app developers based in Brazil

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Wealth management app developers based in Brazil at a glance

As of Sep 19, 2026
16.5%Verified-email coverage
31.2Average contacts per company
11-50Median size (employees)
41.4%Largest-city concentration · Sao Paulo
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
42
11-50
28
51-200
11
201-500
4
501-1,000
2

Email recency for this list is measured worldwide rather than for Brazil, so it is reported there. Company counts and contact totals on this page are exact for Brazil, over 87 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among wealth management app developers, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Brazil whose own description of what they do matches “wealth management app developers”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names wealth management app developers), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among wealth management app developers, and records with no verified work email. Companies headquartered outside Brazil are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 449 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Wealth management app developers by metro

  • Wealth management app developers in Sao Paulo36

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names wealth management app developers, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many wealth management app developers are there based in Brazil?

RevenueBase identified 87 wealth management app developers headquartered in Brazil as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Blue3 Investimentos, headquartered in Ribeirao Preto, tops this list with the largest team on record.

Which city has the most wealth management app developers?

Sao Paulo leads with 36 headquartered companies, followed by Rio De Janeiro (10) and Belo Horizonte (4).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 449 verified decision-maker contacts tracked across these 87 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.