Company lists · Data refreshed September 2026

Top 17 Wealth management firms based in Porto Alegre, Brazil

RevenueBase identified 36 wealth management firms headquartered in Porto Alegre, Brazil as of September 2026 and tracks 1,110 professional contacts across them, including 269 with verified work emails. Sao Paulo is the largest hub.

This list covers wealth management firms headquartered in Porto Alegre, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 16, 2026 86% judged on-target in blind review
36Companies
1,110Contacts tracked
269Verified emails
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The 17 largest wealth management firms based in Porto Alegre, Brazil

Ranked by team size
Top 17 of 36 wealth management firms based in Porto Alegre, Brazil, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management firms: 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 evidencePorto Alegre, BrazilHQ checked Sep 16, 2026201-500264 contacts →

Indirect evidence

“Somos mais do que uma empresa de investimentos.”

Source: RevenueBase Database · checked Sep 16, 2026
2Indirect evidencePorto Alegre, BrazilHQ checked Sep 16, 202651-20038 contacts →

Indirect evidence

“MELHOR escritório PRIVATE SAFRA do Brasil MELHOR escritório CORPORATE SAFRA do Brasil Uma empresa concebida, planejada e estruturada à base de ética, entrega e solidez.”

Source: RevenueBase Database · checked Sep 16, 2026
3Indirect evidencePorto Alegre, BrazilHQ checked Sep 16, 202611-5030 contacts →

Indirect evidence

“A GT Capital é uma empresa de assessoria patrimonial, onde o cliente com apenas um cadastro, tem acesso a produtos de investimento de diversas instituições financeiras e gestores…”

Source: RevenueBase Database · checked Sep 16, 2026
4Indirect evidencePorto Alegre, BrazilHQ checked Sep 16, 202611-5030 contacts →

Indirect evidence

“A Auroque é uma empresa de investimentos credenciada à XP, com sede em Porto Alegre e filial em Gramado.”

Source: RevenueBase Database · checked Sep 16, 2026
5Indirect evidencePorto Alegre, BrazilHQ checked Sep 16, 202611-5023 contacts →

Indirect evidence

“A Sameside é uma gestora de patrimônio com 15 anos de história, que cuida recorrentemente do patrimônio de mais de 250 famílias, atuando de forma independente e isenta de…”

Source: RevenueBase Database · checked Sep 16, 2026
6Indirect evidencePorto Alegre, BrazilHQ checked Sep 16, 202611-5018 contacts →

Indirect evidence

“O Escritório Black é uma empresa de Assessoria de Investimentos credenciada à maior corretora independente da América Latina: XP Investimentos.”

Source: RevenueBase Database · checked Sep 16, 2026
7Indirect evidencePorto Alegre, BrazilHQ checked Sep 16, 202611-5017 contacts →

Indirect evidence

“Somos um Family Office e apoiamos famílias na Gestão de Patrimônio.”

Source: RevenueBase Database · checked Sep 16, 2026
8Indirect evidencePorto Alegre, BrazilHQ checked Sep 16, 20261-1012 contacts →

Indirect evidence

“Somos um escritório assessoria especializada em investimentos, atuando junto ao mercado financeiro através da Banco Safra.”

Source: RevenueBase Database · checked Sep 16, 2026
9Strong evidencePorto Alegre, BrazilHQ checked Sep 16, 20261-1011 contacts →

Strong evidence

Wealth Management independente feito com inteligência e metodologia.”

Source: RevenueBase Database · checked Sep 16, 2026
10Indirect evidencePorto Alegre, BrazilHQ checked Sep 16, 20261-104 contacts →

Indirect evidence

“Trabalhamos no assessoramento de famílias que buscam melhor gestão de seu patrimônio, dando suporte na elaboração e implementação de estratégias alinhadas com seus objetivos.”

Source: RevenueBase Database · checked Sep 16, 2026
11Indirect evidencePorto Alegre, BrazilHQ checked Sep 16, 202611-504 contacts →

Indirect evidence

“Rivea Investimentos | AI Necton - Uma empresa BTG Pactual Invista em sua liberdade Na Rivea, acreditamos que a verdadeira riqueza vai além dos números – ela é construída com…”

Source: RevenueBase Database · checked Sep 16, 2026
12Indirect evidencePorto Alegre, BrazilHQ checked Sep 16, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026
13Indirect evidencePorto Alegre, BrazilHQ checked Sep 16, 202611-503 contacts →

Indirect evidence

“No mercado financeiro, muitos focam apenas em números.”

Source: RevenueBase Database · checked Sep 16, 2026
14Indirect evidencePorto Alegre, BrazilHQ checked Sep 16, 20261-102 contacts →

Indirect evidence

“Gestora de Investimentos.”

Source: RevenueBase Database · checked Sep 16, 2026
15Indirect evidencePorto Alegre, BrazilHQ checked Sep 16, 20261-102 contacts →

Indirect evidence

“Nós somos a MVP Capital.”

Source: RevenueBase Database · checked Sep 16, 2026
16Partial evidencePorto Alegre, BrazilHQ checked Sep 16, 202611-501 contacts →

Partial evidence

“Combinamos a sofisticação de serviços de um Multi-Family Office com a visão estratégica de uma Asset Management para oferecer soluções financeiras personalizadas e inovadoras.”

Source: RevenueBase Database · checked Sep 16, 2026
17Indirect evidencePorto Alegre, BrazilHQ checked Sep 16, 20261-101 contacts →

Indirect evidence

“A Severo Capital trabalha com gestão financeira e patrimonial focada em proteção e crescimento dos recursos.”

Source: RevenueBase Database · checked Sep 16, 2026

Showing 17 of 36 wealth management firms based in Porto Alegre, Brazil

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Wealth management firms based in Porto Alegre, Brazil at a glance

As of Sep 16, 2026
24.2%Verified-email coverage
30.8Average contacts per company
1-10Median size (employees)
994.4%Largest-city concentration · Sao Paulo
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
11
51-200
3
201-500
3
501-1,000
1

Email recency for this list is measured across the whole Brazil list rather than for Porto Alegre, so it is reported there. Company counts and contact totals on this page are exact for Porto Alegre, over 36 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 firms, 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 Porto Alegre, Brazil whose own description of what they do matches “wealth management firms”. 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 firms), 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 firms, and records with no verified work email. Companies headquartered outside Porto Alegre 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, 269 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 firms by metro in Brazil

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 firms, 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 firms are there based in Porto Alegre, Brazil?

RevenueBase identified 36 wealth management firms headquartered in Porto Alegre, 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?

FAZ Capital, headquartered in Porto Alegre, tops this list with the largest team on record.

Which city has the most wealth management firms?

Sao Paulo leads with 358 headquartered companies, followed by Rio De Janeiro (80) and Belo Horizonte (42).

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 269 verified decision-maker contacts tracked across these 36 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.