Company lists · Data refreshed September 2026
Top 25 Wealth tech companies based in Brazil
RevenueBase identified 102 company matches for wealth tech companies associated with Brazil as of September 2026 and tracks 2,194 professional contacts across them, including 355 with verified work emails. Sao Paulo is the largest hub.
This list covers company matches for wealth tech 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 22, 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 tech companies based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 22, 2026 · View company records in RevenueBase | |||||
| 2 | 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 22, 2026 · View company records in RevenueBase | |||||
| 3 | 170 contacts → | ||||
Exact match “Criada em 2011, a Rico é uma corretora de investimentos 100% online e voltada à pessoa física.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 4 | 110 contacts → | ||||
Exact match “Agende uma reunião com o especialista e monte um plano para a conquista dos seus sonhos e objetivos pessoais.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 5 | 73 contacts → | ||||
Exact match “Excelência em atendimento digital e presencial da XP Investimentos.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 64 contacts → | ||||
Exact match “De A a Z, para Advisors e Wealth Managers.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 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 22, 2026 · View company records in RevenueBase | |||||
| 8 | 44 contacts → | ||||
Exact match “A Collar Capital é um escritório credenciado pela XP Investimentos.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 43 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 39 contacts → | ||||
Exact match “O Investidor10 democratiza o mundo dos investimentos para pessoas físicas com uma plataforma completa e recursos exclusivos, permitindo que alcancem seus objetivos financeiros.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 11 | 25 contacts → | ||||
Exact match “A Kronor é um escritório de agentes autônomos de investimentos credenciado à XP Investimentos.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 23 contacts → | ||||
Exact match “Conectamos planejadores financeiros com clientes usando tecnologia.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 13 | 20 contacts → | ||||
Exact match “Somos a Valle Investimentos, escritório credenciado a XP Investimentos com mais de R$1,5 bilhão assessorados.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 19 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 19 contacts → | ||||
Exact match “O Kinvo é uma fintech da área de investimentos criada em 2017 com a missão de empoderar o investidor.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 16 | 16 contacts → | ||||
Exact match “A Siglo Investimentos é um escritório credenciado à XP Investimentos, fundado em 2017 por um grupo de profissionais experientes e apaixonados pelo mercado financeiro.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 17 | 16 contacts → | ||||
Exact match “A Maclaude é uma assessoria de investimentos credenciada à XP Investimentos, dedicada a oferecer um acompanhamento próximo, técnico e personalizado para clientes que desejam…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 11 contacts → | ||||
Exact match “As a wealth management company, we are dedicated to offer you the best investment solution.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 19 | 8 contacts → | ||||
Exact match “Aplí (ΑΠΛΉ) é uma palavra de origem grega, que significa "simples".” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “Você não precisa investir sozinho.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 21 | 7 contacts → | ||||
Exact match “Nosso maior objetivo é fazer você investir melhor.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 22 | 7 contacts → | ||||
Exact match “A DNAinvest é uma empresa de assessores de investimentos, MULTIPLATAFORMA, especializada em atender clientes que gostam de exclusividade e que são exigentes com a qualidade do…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “O objetivo da Taiga Investimentos é ajudar as pessoas a investir melhor e realizar seus sonhos, democratizando o acesso a investimentos que estão disponíveis apenas para grandes…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 24 | 6 contacts → | ||||
Exact match “Seus investimentos controlados por uma ferramenta robusta e completa.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 25 | 6 contacts → | ||||
Exact match “Assessoria de investimentos vinculada a plataforma XP Investimentos.” Recorded in the RevenueBase company graph · Sep 22, 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 tech 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 102 wealth tech companies based in Brazil
See the full list, filter by size, metro and specialty, and access 355 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Wealth tech companies based in Brazil at a glance
As of Sep 22, 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 102 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 tech 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 355 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 22, 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 tech companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth tech companies are there based in Brazil?
RevenueBase identified 102 company matches for wealth tech 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?
Wiser BTG Pactual tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most wealth tech companies?
Sao Paulo leads with 36 company records, followed by Rio De Janeiro (13) and Florianopolis (5).
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 355 professional contacts with verified work emails tracked across these 102 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 22, 2026.
Ready to reach these companies? Verified emails and direct dials for all 102 wealth tech companies based in Brazil. Start with a free account, no credit card.
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Wealth tech companies by geography
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Browse the directory
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth tech companies based in Bangalore, India
- Wealth tech companies based in Mumbai, India
- Wealth tech companies based in Australia
- Wealth tech companies based in Canada
- Wealth tech companies based in France
- Wealth tech companies based in Germany
Company intelligence · public preview
Top 25 wealth tech 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 102 matching company records for wealth tech companies based in Brazil, with 2,194 tracked contacts and 355 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 22, 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 tech 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 |  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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  rico.com.vcrico.com.vcHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 170 contacts → |
“Criada em 2011, a Rico é uma corretora de investimentos 100% online e voltada à pessoa física.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  RJ Investimentosrjmais.comHQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 110 contacts → |
“Agende uma reunião com o especialista e monte um plano para a conquista dos seus sonhos e objetivos pessoais.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Beinvestxpbeinvest.com.br HQ: Florianopolis, BrazilReported employees: 51-200 | Florianopolis, Brazil | 51-200 | Exact match | 73 contacts → |
“Excelência em atendimento digital e presencial da XP Investimentos.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Collar Capitalcollarcapital.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 44 contacts → |
“A Collar Capital é um escritório credenciado pela XP Investimentos.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Delta Investor Assessoria DE Investimentosdeltainvestor.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 43 contacts → |
“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.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Investidor10investidor10.com.brHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 39 contacts → |
“O Investidor10 democratiza o mundo dos investimentos para pessoas físicas com uma plataforma completa e recursos exclusivos, permitindo que alcancem seus objetivos financeiros.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Kronor Capital Investimentoskronor.com.brHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 25 contacts → |
“A Kronor é um escritório de agentes autônomos de investimentos credenciado à XP Investimentos.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Valle Investimentosvalleinvestimentos.com.br HQ: Novo Hamburgo, BrazilReported employees: 11-50 | Novo Hamburgo, Brazil | 11-50 | Exact match | 20 contacts → |
“Somos a Valle Investimentos, escritório credenciado a XP Investimentos com mais de R$1,5 bilhão assessorados.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Integraaliança Investintegraalianca.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 19 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  KINVOkinvo.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 19 contacts → |
“O Kinvo é uma fintech da área de investimentos criada em 2017 com a missão de empoderar o investidor.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Siglo Investimentossigloinvestimentos.com.brHQ: Florianópolis, BrazilReported employees: 11-50 | Florianópolis, Brazil | 11-50 | Exact match | 16 contacts → |
“A Siglo Investimentos é um escritório credenciado à XP Investimentos, fundado em 2017 por um grupo de profissionais experientes e apaixonados pelo mercado financeiro.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Maclaude Investimentos XP Investimentosmaclaude-invest.com.brHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 16 contacts → |
“A Maclaude é uma assessoria de investimentos credenciada à XP Investimentos, dedicada a oferecer um acompanhamento próximo, técnico e personalizado para clientes que desejam…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Maud Capitalmaud.capitalHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 11 contacts → |
“As a wealth management company, we are dedicated to offer you the best investment solution.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Apli Investimentosaplinvest.com.br HQ: Joinville, BrazilReported employees: 1-10 | Joinville, Brazil | 1-10 | Exact match | 8 contacts → |
“Aplí (ΑΠΛΉ) é uma palavra de origem grega, que significa "simples".” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Investaiinvest-ai.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 7 contacts → |
“Você não precisa investir sozinho.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Check Investcheckinvest.com.brHQ: Florianópolis, BrazilReported employees: 11-50 | Florianópolis, Brazil | 11-50 | Exact match | 7 contacts → |
“Nosso maior objetivo é fazer você investir melhor.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Dnainvest Assessores DE Investimentosdnainvest.com.brHQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 7 contacts → |
“A DNAinvest é uma empresa de assessores de investimentos, MULTIPLATAFORMA, especializada em atender clientes que gostam de exclusividade e que são exigentes com a qualidade do…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Taiga Investimentostaigainvestimentos.com.brHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 6 contacts → |
“O objetivo da Taiga Investimentos é ajudar as pessoas a investir melhor e realizar seus sonhos, democratizando o acesso a investimentos que estão disponíveis apenas para grandes…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Investing HUBinvestinghub.com.brHQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 6 contacts → |
“Seus investimentos controlados por uma ferramenta robusta e completa.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Dynamics Investimentosdynamicsinvestimentos.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 6 contacts → |
“Assessoria de investimentos vinculada a plataforma XP Investimentos.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 102 company matches
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Wealth tech companies: dataset insights
September 22, 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
102 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 102 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 22, 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 tech 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 tech companies did RevenueBase find based in Brazil?
The saved snapshot records 102 matching company records, 2,194 tracked contacts and 355 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 22, 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 tech companies by geography
- Wealth tech companies based in Bangalore, India
- Wealth tech companies based in Mumbai, India
- Wealth tech companies based in Australia
- Wealth tech companies based in Canada
- Wealth tech companies based in France
- Wealth tech companies based in Germany
- Wealth tech companies based in Hong Kong
- Wealth tech companies based in India
- Wealth tech companies based in Italy
- Wealth tech companies based in Singapore
- Wealth tech companies based in Spain
- Wealth tech companies based in Switzerland
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 wealth tech companies based in Brazil. Snapshot: September 22, 2026. https://revenuebase.ai/companies/wealth-tech-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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth tech companies based in Bangalore, India
- Wealth tech companies based in Mumbai, India
- Wealth tech companies based in Australia
- Wealth tech companies based in Canada
- Wealth tech companies based in France
- Wealth tech companies based in Germany
Company intelligence · public preview
Top 25 wealth tech companies based in Brazil
RevenueBase records 102 matching company records for wealth tech companies based in Brazil, with 2,194 tracked contacts and 355 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 22, 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 tech 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 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | rico.com.vcrico.com.vc HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 170 contacts → |
“Criada em 2011, a Rico é uma corretora de investimentos 100% online e voltada à pessoa física.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | RJ Investimentosrjmais.com HQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 110 contacts → |
“Agende uma reunião com o especialista e monte um plano para a conquista dos seus sonhos e objetivos pessoais.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Beinvestxpbeinvest.com.br HQ: Florianopolis, BrazilReported employees: 51-200 | Florianopolis, Brazil | 51-200 | Exact match | 73 contacts → |
“Excelência em atendimento digital e presencial da XP Investimentos.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Collar Capitalcollarcapital.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 44 contacts → |
“A Collar Capital é um escritório credenciado pela XP Investimentos.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Delta Investor Assessoria DE Investimentosdeltainvestor.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 43 contacts → |
“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.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Investidor10investidor10.com.br HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 39 contacts → |
“O Investidor10 democratiza o mundo dos investimentos para pessoas físicas com uma plataforma completa e recursos exclusivos, permitindo que alcancem seus objetivos financeiros.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Kronor Capital Investimentoskronor.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 25 contacts → |
“A Kronor é um escritório de agentes autônomos de investimentos credenciado à XP Investimentos.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Valle Investimentosvalleinvestimentos.com.br HQ: Novo Hamburgo, BrazilReported employees: 11-50 | Novo Hamburgo, Brazil | 11-50 | Exact match | 20 contacts → |
“Somos a Valle Investimentos, escritório credenciado a XP Investimentos com mais de R$1,5 bilhão assessorados.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Integraaliança Investintegraalianca.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 19 contacts → |
“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…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | KINVOkinvo.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 19 contacts → |
“O Kinvo é uma fintech da área de investimentos criada em 2017 com a missão de empoderar o investidor.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Siglo Investimentossigloinvestimentos.com.br HQ: Florianópolis, BrazilReported employees: 11-50 | Florianópolis, Brazil | 11-50 | Exact match | 16 contacts → |
“A Siglo Investimentos é um escritório credenciado à XP Investimentos, fundado em 2017 por um grupo de profissionais experientes e apaixonados pelo mercado financeiro.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Maclaude Investimentos XP Investimentosmaclaude-invest.com.br HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 16 contacts → |
“A Maclaude é uma assessoria de investimentos credenciada à XP Investimentos, dedicada a oferecer um acompanhamento próximo, técnico e personalizado para clientes que desejam…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Maud Capitalmaud.capital HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 11 contacts → |
“As a wealth management company, we are dedicated to offer you the best investment solution.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Apli Investimentosaplinvest.com.br HQ: Joinville, BrazilReported employees: 1-10 | Joinville, Brazil | 1-10 | Exact match | 8 contacts → |
“Aplí (ΑΠΛΉ) é uma palavra de origem grega, que significa "simples".” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Investaiinvest-ai.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 7 contacts → |
“Você não precisa investir sozinho.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Check Investcheckinvest.com.br HQ: Florianópolis, BrazilReported employees: 11-50 | Florianópolis, Brazil | 11-50 | Exact match | 7 contacts → |
“Nosso maior objetivo é fazer você investir melhor.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Dnainvest Assessores DE Investimentosdnainvest.com.br HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 7 contacts → |
“A DNAinvest é uma empresa de assessores de investimentos, MULTIPLATAFORMA, especializada em atender clientes que gostam de exclusividade e que são exigentes com a qualidade do…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Taiga Investimentostaigainvestimentos.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 6 contacts → |
“O objetivo da Taiga Investimentos é ajudar as pessoas a investir melhor e realizar seus sonhos, democratizando o acesso a investimentos que estão disponíveis apenas para grandes…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Investing HUBinvestinghub.com.br HQ: Belo Horizonte, BrazilReported employees: 11-50 | Belo Horizonte, Brazil | 11-50 | Exact match | 6 contacts → |
“Seus investimentos controlados por uma ferramenta robusta e completa.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Dynamics Investimentosdynamicsinvestimentos.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 6 contacts → |
“Assessoria de investimentos vinculada a plataforma XP Investimentos.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 102 company matches
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Wealth tech companies: dataset insights
September 22, 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
102 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 102 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 22, 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 tech 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 tech companies did RevenueBase find based in Brazil?
The saved snapshot records 102 matching company records, 2,194 tracked contacts and 355 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 22, 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.
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Cite this list
RevenueBase Data Team. Top 25 wealth tech companies based in Brazil. Snapshot: September 22, 2026. https://revenuebase.ai/companies/wealth-tech-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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