Company lists · Data refreshed September 2026
Top 15 Wealth management companies based in Belo Horizonte, Brazil
RevenueBase identified 38 wealth management companies headquartered in Belo Horizonte, Brazil as of September 2026 and tracks 370 professional contacts across them, including 131 with verified work emails. Sao Paulo is the largest hub.
This list covers wealth management companies headquartered in Belo Horizonte, 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 16, 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.
The 15 largest wealth management companies based in Belo Horizonte, Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 70 contacts → | ||||
Strong evidence “We are Veneto Family Office, a wealth management firm with.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 2 | 55 contacts → | ||||
Indirect evidence “Assessoria Private BTG Pactual.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 3 | 39 contacts → | ||||
Indirect evidence “NAU Capital é uma holding dedicada a coordenar as decisões patrimoniais de famílias e empreendedores.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 4 | 37 contacts → | ||||
Indirect evidence “Respeitamos suas jornadas de investimento, suas histórias e suas conquistas.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 5 | 27 contacts → | ||||
Indirect evidence “Existimos para que pessoas, famílias & empresas possuam assessoria de investimentos de qualidade técnica reconhecida.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 6 | 25 contacts → | ||||
Indirect evidence “A Safira Investimentos oferece assessoria financeira personalizada para cuidar melhor do seu patrimônio, aliando segurança e experiência para otimizar os resultados dos seus…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 7 | 16 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 8 | 12 contacts → | ||||
Indirect evidence “Assessoria de investimentos globais com foco em personalização e individualização dos serviços na montagem de carteiras de investimentos.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 9 | 8 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 contacts → | ||||
Indirect evidence “Na Hunter Investimentos, transformamos objetivos financeiros em estratégias inteligentes e personalizadas.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Indirect evidence “Somos os parceiros estratégicos dos nossos clientes.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Indirect evidence “A Diamond Financial é uma empresa multiespecialista em planejamento financeiro personalizado para pessoa, famílias e empresas.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Indirect evidence “Planejamento Financeiro Pessoal.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Strong evidence “Wealth Management; Investments, US Real Estate, international financial services, and currency exchange.#GlobalFinance Wealth, Real, Global” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Indirect evidence “Nosso Propósito: Ajudar as pessoas a conquistarem seus sonhos e construírem um futuro melhor.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth management companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names wealth management companies.
- Partial evidence
- Its own public description names part of wealth management companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 15 of 38 wealth management companies based in Belo Horizonte, Brazil
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Wealth management companies based in Belo Horizonte, Brazil at a glance
As of Sep 16, 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 38 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 companies, 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 Belo Horizonte, Brazil whose own description of what they do matches “wealth management companies”. 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 companies), 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 companies, and records with no verified work email. Companies headquartered outside Belo Horizonte 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, 131 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 16, 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 companies by metro in Brazil
- Wealth management companies in Sao Paulo318
- Wealth management companies in Rio De Janeiro73
- Wealth management companies in Belo Horizonte38
- Wealth management companies in Curitiba35
- Wealth management companies in Porto Alegre34
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 companies, 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 companies are there based in Belo Horizonte, Brazil?
RevenueBase identified 38 wealth management companies headquartered in Belo Horizonte, 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?
Vêneto Family Office, headquartered in Belo Horizonte, tops this list with the largest team on record.
Which city has the most wealth management companies?
Sao Paulo leads with 318 headquartered companies, followed by Rio De Janeiro (73) and Belo Horizonte (38).
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 131 verified decision-maker contacts tracked across these 38 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 16, 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.
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