Company lists · Data refreshed September 2026
Top 25 Wealth management software companies based in Brazil
RevenueBase identified 164 company matches for wealth management software companies associated with Brazil as of September 2026 and tracks 4,500 professional contacts across them, including 1,159 with verified work emails. Sao Paulo is the largest hub.
This list covers company matches for wealth management software companies 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 September 14, 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.
The 25 largest wealth management software companies based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 591 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 · Sep 14, 2026 · View company records in RevenueBase | |||||
| 2 | 530 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 · Sep 14, 2026 · View company records in RevenueBase | |||||
| 3 | 265 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 · Sep 14, 2026 · View company records in RevenueBase | |||||
| 4 | 264 contacts → | ||||
Exact match “Somos mais do que uma empresa de investimentos.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 5 | 221 contacts → | ||||
Exact match “Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 6 | 97 contacts → | ||||
Exact match “From emerging firms to large-scale operators, BRITech delivers a single source of truth for investment management, with the precision, depth, and flexibility each business needs…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 7 | 93 contacts → | ||||
Exact match “We are an independent technology company founded with the goal of organizing the investment market.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 8 | 90 contacts → | ||||
Exact match “Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 9 | 69 contacts → | ||||
Exact match “O Grupo Julius Baer é referência mundial em Wealth Management há mais de um século e está presente nos principais centros financeiros do mundo.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 10 | 64 contacts → | ||||
Exact match “A Nord Wealth nasceu da nossa vontade de atender os clientes da mesma forma que gostaríamos de ser atendidos: profissionais certificados, atendimento próximo e interesses…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 11 | 64 contacts → | ||||
Exact match “De A a Z, para Advisors e Wealth Managers.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 12 | 61 contacts → | ||||
Exact match “Tecnologia avançada para gestão de carteiras de investimentos” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 13 | 54 contacts → | ||||
Exact match “Com mais de 27 anos de experiência no mercado financeiro, a Lydians se dedica a criar softwares que revolucionam a gestão financeira.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 14 | 53 contacts → | ||||
Exact match “A Investtools é uma empresa sediada no Rio de Janeiro com mais 15 anos de know-how dos principais processos do ecossistema financeiro.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 15 | 49 contacts → | ||||
Exact match “A Alocc é uma empresa especializada em gestão patrimonial, reconhecida no mercado por sua atuação sólida e responsável.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 16 | 48 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 17 | 46 contacts → | ||||
Exact match “O Grupo Fractal é um hub de soluções financeiras para você e o seu negócio.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 18 | 36 contacts → | ||||
Exact match “A ZAP Sistemas, fundada em desenvolve softwares de gestão para instituições financeiras (divisões ZAP, SIG e CFI), oferecendo produtos flexíveis, suporte técnico profissional e…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 19 | 33 contacts → | ||||
Exact match “Aliá, que em hebraico significa “Ascensão”, tendo como símbolo a fêmea do elefante, animal centenário, forte, que transcende gerações, no mercado financeiro representa clientes…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 20 | 31 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 21 | 30 contacts → | ||||
Exact match “A ABS - Asset Banking System desenvolve e fornece soluções de software integrados para bancos, corretoras, distribuidoras, gestoras de recursos, wealth management, multi e single…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 22 | 26 contacts → | ||||
Exact match “The LOTE45 started its activities in April 2006 with focus on Asset Management and Financial Consulting, aiming to become a benchmark in Investment Platform and Risk Management.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 23 | 25 contacts → | ||||
Exact match “Somos um Assessoria Referência em Alta Renda com soluções para PF e PJ.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 24 | 23 contacts → | ||||
Exact match “Conectamos planejadores financeiros com clientes usando tecnologia.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 25 | 20 contacts → | ||||
Exact match “Nascemos do desejo de fazer a diferença no mercado financeiro.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “wealth management software companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 164 wealth management software companies based in Brazil
See the full list, filter by size, metro and specialty, and access 1,159 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Wealth management software companies based in Brazil at a glance
As of Sep 14, 2026Companies by employee count
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 164 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 software companies” 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 1,159 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 September 14, 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 software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth management software companies are there based in Brazil?
RevenueBase identified 164 company matches for wealth management software companies associated with Brazil as of September 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?
Blue3 Investimentos tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most wealth management software companies?
Sao Paulo leads with 71 company records, followed by Rio De Janeiro (16) and Campinas (6).
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 1,159 professional contacts with verified work emails tracked across these 164 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 September 14, 2026.
Ready to reach these companies? Verified emails and direct dials for all 164 wealth management software companies based in Brazil. Start with a free account, no credit card.
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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.
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Company intelligence · public preview
Top 25 wealth management software companies based in Brazil
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 164 matching company records for wealth management software companies based in Brazil, with 4,500 tracked contacts and 1,159 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 14, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 wealth management software companies based in Brazil
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Blue3 Investimentosblue3investimentos.com.brHQ: Ribeirão Preto, BrazilReported employees: 501-1,000 | Ribeirão Preto, Brazil | 501-1,000 | Exact match | 591 contacts → |
“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 description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Monte Bravomontebravo.com.brHQ: Sao Paulo, BrazilReported employees: 501-1,000 | Sao Paulo, Brazil | 501-1,000 | Exact match | 530 contacts → |
“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 description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Wiser BTG Pactualsejawiser.com.brHQ: Campinas, BrazilReported employees: 201-500 | Campinas, Brazil | 201-500 | Exact match | 265 contacts → |
“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 description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  FAZ Capitalfazcapital.com.brHQ: Porto Alegre, BrazilReported employees: 201-500 | Porto Alegre, Brazil | 201-500 | Exact match | 264 contacts → |
“Somos mais do que uma empresa de investimentos.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Necton Investimentosnecton.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 221 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Britech S.Abritech.globalHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 97 contacts → |
“From emerging firms to large-scale operators, BRITech delivers a single source of truth for investment management, with the precision, depth, and flexibility each business needs…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Gorilagorila.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 93 contacts → |
“We are an independent technology company founded with the goal of organizing the investment market.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Quark Investimentosquarkinvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 90 contacts → |
“Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Julius Baer Brasiljuliusbaer.comHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 69 contacts → |
“O Grupo Julius Baer é referência mundial em Wealth Management há mais de um século e está presente nos principais centros financeiros do mundo.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Nord Wealthnordinvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 64 contacts → |
“A Nord Wealth nasceu da nossa vontade de atender os clientes da mesma forma que gostaríamos de ser atendidos: profissionais certificados, atendimento próximo e interesses…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  AAWZaawzpartners.comHQ: Florianópolis, BrazilReported employees: 51-200 | Florianópolis, Brazil | 51-200 | Exact match | 64 contacts → |
“De A a Z, para Advisors e Wealth Managers.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Smartbrainsmartbrain.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 61 contacts → |
“Tecnologia avançada para gestão de carteiras de investimentos” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Lydians Sistemas DE Informaçãolydians.com.brHQ: São Leopoldo, BrazilReported employees: 51-200 | São Leopoldo, Brazil | 51-200 | Exact match | 54 contacts → |
“Com mais de 27 anos de experiência no mercado financeiro, a Lydians se dedica a criar softwares que revolucionam a gestão financeira.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Investtoolsinvesttools.com.brHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 53 contacts → |
“A Investtools é uma empresa sediada no Rio de Janeiro com mais 15 anos de know-how dos principais processos do ecossistema financeiro.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Alocc Gestão Patrimonialalocc.com.brHQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 49 contacts → |
“A Alocc é uma empresa especializada em gestão patrimonial, reconhecida no mercado por sua atuação sólida e responsável.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Ihub Investimentosihubinvestimentos.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 48 contacts → |
“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…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Grupo Fractalfractalinvestimentos.com.brHQ: Divinópolis, BrazilReported employees: 51-200 | Divinópolis, Brazil | 51-200 | Exact match | 46 contacts → |
“O Grupo Fractal é um hub de soluções financeiras para você e o seu negócio.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  ZAP Sistemaszapsistemas.com.brHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 36 contacts → |
“A ZAP Sistemas, fundada em desenvolve softwares de gestão para instituições financeiras (divisões ZAP, SIG e CFI), oferecendo produtos flexíveis, suporte técnico profissional e…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Aliá Investimentosaliainvestimentos.com.br HQ: Goiania, BrazilReported employees: 11-50 | Goiania, Brazil | 11-50 | Exact match | 33 contacts → |
“Aliá, que em hebraico significa “Ascensão”, tendo como símbolo a fêmea do elefante, animal centenário, forte, que transcende gerações, no mercado financeiro representa clientes…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Brasil WM Multi Family Officebrasilwm.com.brHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 31 contacts → |
“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.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  ABSabsoftware.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 30 contacts → |
“A ABS - Asset Banking System desenvolve e fornece soluções de software integrados para bancos, corretoras, distribuidoras, gestoras de recursos, wealth management, multi e single…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Lote45lote45.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 26 contacts → |
“The LOTE45 started its activities in April 2006 with focus on Asset Management and Financial Consulting, aiming to become a benchmark in Investment Platform and Risk Management.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  FMB Investimentosfmbinvest.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 25 contacts → |
“Somos um Assessoria Referência em Alta Renda com soluções para PF e PJ.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  MEU Vistameuvista.comHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 23 contacts → |
“Conectamos planejadores financeiros com clientes usando tecnologia.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Linq Investimentoslinqinvestimentos.comHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 20 contacts → |
“Nascemos do desejo de fazer a diferença no mercado financeiro.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 164 company matches
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Wealth management software companies: dataset insights
September 14, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
164 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 164 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 14, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for wealth management software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealth management software companies did RevenueBase find based in Brazil?
The saved snapshot records 164 matching company records, 4,500 tracked contacts and 1,159 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 14, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Wealth management software companies by geography
- Wealth management software companies based in Calgary, Canada
- Wealth management software companies based in Toronto, Canada
- Wealth management software companies based in Vancouver, Canada
- Wealth management software companies based in Bangalore, India
- Wealth management software companies based in Mumbai, India
- Wealth management software companies based in New Delhi, India
- Wealth management software companies based in Pune, India
- Wealth management software companies based in Geneva, Switzerland
- Wealth management software companies based in Zurich, Switzerland
- Wealth management software companies based in Atlanta, United States
- Wealth management software companies based in Austin, United States
- Wealth management software companies based in Boston, United States
Cite this list
RevenueBase Data Team. Top 25 wealth management software companies based in Brazil. Snapshot: September 14, 2026. https://revenuebase.ai/companies/wealth-management-software-companies/brazil.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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Company intelligence · public preview
Top 25 wealth management software companies based in Brazil
RevenueBase records 164 matching company records for wealth management software companies based in Brazil, with 4,500 tracked contacts and 1,159 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 14, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 wealth management software companies based in Brazil
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Blue3 Investimentosblue3investimentos.com.br HQ: Ribeirão Preto, BrazilReported employees: 501-1,000 | Ribeirão Preto, Brazil | 501-1,000 | Exact match | 591 contacts → |
“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 description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Monte Bravomontebravo.com.br HQ: Sao Paulo, BrazilReported employees: 501-1,000 | Sao Paulo, Brazil | 501-1,000 | Exact match | 530 contacts → |
“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 description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Wiser BTG Pactualsejawiser.com.br HQ: Campinas, BrazilReported employees: 201-500 | Campinas, Brazil | 201-500 | Exact match | 265 contacts → |
“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 description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | FAZ Capitalfazcapital.com.br HQ: Porto Alegre, BrazilReported employees: 201-500 | Porto Alegre, Brazil | 201-500 | Exact match | 264 contacts → |
“Somos mais do que uma empresa de investimentos.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Necton Investimentosnecton.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 221 contacts → |
“Acreditamos em 3 pilares de negócio para oferecer a melhor experiência para nossos clientes: Informação, Curadoria e Atendimento.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Britech S.Abritech.global HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 97 contacts → |
“From emerging firms to large-scale operators, BRITech delivers a single source of truth for investment management, with the precision, depth, and flexibility each business needs…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Gorilagorila.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 93 contacts → |
“We are an independent technology company founded with the goal of organizing the investment market.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Quark Investimentosquarkinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 90 contacts → |
“Quark Investimentos | Safra Invest Para cada cliente, uma experiência de investimentos única e exclusiva.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Julius Baer Brasiljuliusbaer.com HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 69 contacts → |
“O Grupo Julius Baer é referência mundial em Wealth Management há mais de um século e está presente nos principais centros financeiros do mundo.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Nord Wealthnordinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 64 contacts → |
“A Nord Wealth nasceu da nossa vontade de atender os clientes da mesma forma que gostaríamos de ser atendidos: profissionais certificados, atendimento próximo e interesses…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | AAWZaawzpartners.com HQ: Florianópolis, BrazilReported employees: 51-200 | Florianópolis, Brazil | 51-200 | Exact match | 64 contacts → |
“De A a Z, para Advisors e Wealth Managers.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Smartbrainsmartbrain.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 61 contacts → |
“Tecnologia avançada para gestão de carteiras de investimentos” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Lydians Sistemas DE Informaçãolydians.com.br HQ: São Leopoldo, BrazilReported employees: 51-200 | São Leopoldo, Brazil | 51-200 | Exact match | 54 contacts → |
“Com mais de 27 anos de experiência no mercado financeiro, a Lydians se dedica a criar softwares que revolucionam a gestão financeira.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Investtoolsinvesttools.com.br HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 53 contacts → |
“A Investtools é uma empresa sediada no Rio de Janeiro com mais 15 anos de know-how dos principais processos do ecossistema financeiro.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Alocc Gestão Patrimonialalocc.com.br HQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 49 contacts → |
“A Alocc é uma empresa especializada em gestão patrimonial, reconhecida no mercado por sua atuação sólida e responsável.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Ihub Investimentosihubinvestimentos.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 48 contacts → |
“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…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Grupo Fractalfractalinvestimentos.com.br HQ: Divinópolis, BrazilReported employees: 51-200 | Divinópolis, Brazil | 51-200 | Exact match | 46 contacts → |
“O Grupo Fractal é um hub de soluções financeiras para você e o seu negócio.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | ZAP Sistemaszapsistemas.com.br HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 36 contacts → |
“A ZAP Sistemas, fundada em desenvolve softwares de gestão para instituições financeiras (divisões ZAP, SIG e CFI), oferecendo produtos flexíveis, suporte técnico profissional e…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Aliá Investimentosaliainvestimentos.com.br HQ: Goiania, BrazilReported employees: 11-50 | Goiania, Brazil | 11-50 | Exact match | 33 contacts → |
“Aliá, que em hebraico significa “Ascensão”, tendo como símbolo a fêmea do elefante, animal centenário, forte, que transcende gerações, no mercado financeiro representa clientes…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Brasil WM Multi Family Officebrasilwm.com.br HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 31 contacts → |
“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.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | ABSabsoftware.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 30 contacts → |
“A ABS - Asset Banking System desenvolve e fornece soluções de software integrados para bancos, corretoras, distribuidoras, gestoras de recursos, wealth management, multi e single…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Lote45lote45.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 26 contacts → |
“The LOTE45 started its activities in April 2006 with focus on Asset Management and Financial Consulting, aiming to become a benchmark in Investment Platform and Risk Management.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | FMB Investimentosfmbinvest.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 25 contacts → |
“Somos um Assessoria Referência em Alta Renda com soluções para PF e PJ.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | MEU Vistameuvista.com HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 23 contacts → |
“Conectamos planejadores financeiros com clientes usando tecnologia.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Linq Investimentoslinqinvestimentos.com HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 20 contacts → |
“Nascemos do desejo de fazer a diferença no mercado financeiro.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 164 company matches
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Wealth management software companies: dataset insights
September 14, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
164 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 164 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 14, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for wealth management software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealth management software companies did RevenueBase find based in Brazil?
The saved snapshot records 164 matching company records, 4,500 tracked contacts and 1,159 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 14, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 wealth management software companies based in Brazil. Snapshot: September 14, 2026. https://revenuebase.ai/companies/wealth-management-software-companies/brazil.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Wealth management software companies based in Calgary, Canada
- Wealth management software companies based in Toronto, Canada
- Wealth management software companies based in Vancouver, Canada
- Wealth management software companies based in Bangalore, India
- Wealth management software companies based in Mumbai, India
- Wealth management software companies based in New Delhi, India