Company lists · Data refreshed September 2026
Top 25 Wealth management firms based in Rio De Janeiro, Brazil
RevenueBase identified 80 wealth management firms headquartered in Rio De Janeiro, Brazil as of September 2026 and tracks 2,315 professional contacts across them, including 271 with verified work emails. Sao Paulo is the largest hub.
This list covers wealth management firms headquartered in Rio De Janeiro, 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 25 largest wealth management firms based in Rio De Janeiro, Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 49 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 16, 2026Thanks. The Data Team will review it. | |||||
| 2 | 35 contacts → | ||||
Indirect evidence “A Faros Multi Family Office atua no mais alto padrão de excelência, especializada no atendimento de clientes exclusivos.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 3 | 31 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 16, 2026Thanks. The Data Team will review it. | |||||
| 4 | 31 contacts → | ||||
Indirect evidence “Somos uma empresa de Assessoria de Investimentos credenciad ao BTG Pactual, o maior banco de investimentos da América Latina.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 5 | 28 contacts → | ||||
Indirect evidence “A Stellar Capital é um escritório private de soluções financeiras, dedicado a transformar objetivos patrimoniais em resultados concretos.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 6 | 22 contacts → | ||||
Indirect evidence “Fundados em 2015 e associados ao Grupo Azimut, nos dedicamos a Gestão de Patrimônio baseados nos modelos Multi-Family Offices americanos, desvinculados de instituições financeiras…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 7 | 22 contacts → | ||||
Indirect evidence “Desde 2019, a Tenom Invest transforma o mercado financeiro com soluções personalizadas e um atendimento de excelência.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 8 | 22 contacts → | ||||
Indirect evidence “A Wide nasceu da nossa busca de oferecer as melhores soluções de investimentos para os nossos clientes.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 9 | 21 contacts → | ||||
Indirect evidence “A Maclaude é uma empresa de Consultoria Patrimonial, nossa missão é ajudar as pessoas a planejar o seu futuro financeiro.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 10 | 20 contacts → | ||||
Indirect evidence “Nascemos do desejo de fazer a diferença no mercado financeiro.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 11 | 19 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 16, 2026Thanks. The Data Team will review it. | |||||
| 12 | 18 contacts → | ||||
Indirect evidence “Assessoria de Investimentos BTG Pactual O conceito private elevado pela experiência A SEPTEM Capital reúne em uma mesma estrutura, profissionais altamente qualificados e com ampla…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 13 | 15 contacts → | ||||
Indirect evidence “A Capri Family Office é uma gestora de patrimônio focada no segmento de Multi-Family Office.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 14 | 15 contacts → | ||||
Indirect evidence “Administrar e gerenciar patrimônio requer tempo e responsabilidade.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 15 | 15 contacts → | ||||
Indirect evidence “A Platinum Investimentos surgiu com a proposta de atender atuais e futuros investidores do Mercado de capitais.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 16 | 14 contacts → | ||||
Indirect evidence “A Rio Investimentos é uma Assessoria de Investimentos credenciada pela XP Investimentos, formada por profissionais de Private Banking.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 17 | 14 contacts → | ||||
Indirect evidence “Assessoria de Investimentos da Necton - Uma empresa BTG Pactual.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 18 | 14 contacts → | ||||
Indirect evidence “A Avenir Invest é uma empresa de curadoria financeira, que atua de forma ampla e integrada na construção e proteção do seu patrimônio.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 19 | 12 contacts → | ||||
Indirect evidence “Serviços Financeiros” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 20 | 12 contacts → | ||||
Indirect evidence “Fundado em 2023 e credenciado pela XP, nosso escritório de investimentos se dedica a oferecer soluções financeiras personalizadas e de alta qualidade para nossos clientes.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 21 | 11 contacts → | ||||
Indirect evidence “Você é único.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 22 | 10 contacts → | ||||
Indirect evidence “Constituída em outubro de 2010, a Progredir Investimentos é um Multi Family Office formatado como uma Consultoria de Valores Mobiliários, registrada na CVM.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 23 | 10 contacts → | ||||
Indirect evidence “Somos uma gestora de recursos independente, voltada à gestão patrimonial de famílias e investidores de alto patrimônio, com foco em alinhamento de interesses, rigor técnico e…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 24 | 9 contacts → | ||||
Indirect evidence “Não importa em que fase da vida você está, nossos profissionais estão preparados para entregar um serviço de Planejamento Financeiro de alto padrão para assegurar que você estará…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 25 | 7 contacts → | ||||
Indirect evidence “Direcionada para pessoas físicas de alta renda e pessoas jurídicas, a área de Assessoria Financeira é uma das principais áreas do Grupo Avanti.” 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 firms. 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 firms.
- Partial evidence
- Its own public description names part of wealth management firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management firms. 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 25 of 80 wealth management firms based in Rio De Janeiro, Brazil
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Wealth management firms based in Rio De Janeiro, 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 Rio De Janeiro, so it is reported there. Company counts and contact totals on this page are exact for Rio De Janeiro, over 80 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 Rio De Janeiro, 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 Rio De Janeiro 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, 271 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
- Wealth management firms in Sao Paulo358
- Wealth management firms in Rio De Janeiro80
- Wealth management firms in Belo Horizonte42
- Wealth management firms in Porto Alegre36
- Wealth management firms in Curitiba35
- Wealth management firms in Brasilia26
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 Rio De Janeiro, Brazil?
RevenueBase identified 80 wealth management firms headquartered in Rio De Janeiro, 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?
Alocc Gestão Patrimonial, headquartered in Rio De Janeiro, 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 271 verified decision-maker contacts tracked across these 80 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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