Company lists · Data refreshed November 2026
Top 25 Wealth transfer advisors based in Brazil
RevenueBase identified 135 company matches for wealth transfer advisors associated with Brazil as of November 2026 and tracks 2,021 professional contacts across them, including 205 with verified work emails. Sao Paulo is the largest hub.
This list covers company matches for wealth transfer advisors 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 November 6, 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 transfer advisors based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 82 contacts → | ||||
Exact match “We are Veneto Family Office, a wealth management firm with.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 61 contacts → | ||||
Exact match “Assessoria de Investimentos credenciada a @xpinvestimentos Nº1 em Fee Fixo Selo de Governança e Integridade A Marco é o ecossistema líder em soluções financeiras e patrimoniais…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 58 contacts → | ||||
Exact match “A nossa história começa em 2008.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 25 contacts → | ||||
Exact match “Na Rumo, acreditamos que a saúde financeira precisa de tanto cuidado como saúde física.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 23 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 20 contacts → | ||||
Exact match “A Maclaude é uma empresa de Consultoria Patrimonial, nossa missão é ajudar as pessoas a planejar o seu futuro financeiro.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 19 contacts → | ||||
Exact match “Protect, Evolve and Perpetuate the assets of our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 18 contacts → | ||||
Exact match “Somos uma consultoria estratégica especializada em organização societária como mecanismo de Planejamento Patrimonial Sucessório.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 16 contacts → | ||||
Exact match “Wealth Management with ethics, responsibility, and professionalism, building personalized portfolios locally and internationally while considering tax and succession aspects, and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 16 contacts → | ||||
Exact match “Perpetue seu patrimônio para as próximas gerações Somos uma empresa de agentes autônomos de investimento, constituída em 2018 por um grupo de executivos de Private Banking…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 13 contacts → | ||||
Exact match “Sobre a ARAM CAPITAL: Gestora de patrimônio que entrega resultado e inteligência em relacionamentos de verdade.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 12 contacts → | ||||
Exact match “A Sole Capital é um Multi Family Office que reúne gestão, planejamento e preservação patrimonial em uma única estrutura.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 8 contacts → | ||||
Exact match “A Novo Conceito Consultoria e Treinamento é especializada em organização patrimonial, planejamento sucessório e gestão tributária estratégica.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “A Hosken & Cunha Advogados é um escritório especializado em Arquitetura Patrimonial, dedicado a estruturar, proteger e perpetuar patrimônios de empresários e suas famílias ao…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “A One Wealth Management (One WM) é uma empresa do Grupo One, que oferece soluções sofisticadas em gestão de patrimônio.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “Fundada em 2016, a Prospere Consultoria Estratégica tem como missão proporcionar tranquilidade e segurança aos nossos clientes, por meio de soluções personalizadas, que garantam a…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “A Kithera traz soluções financeiras para empresas e famílias.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “Trabalhamos no assessoramento de famílias que buscam melhor gestão de seu patrimônio, dando suporte na elaboração e implementação de estratégias alinhadas com seus objetivos.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “25 Anos de Customização, Transparência e Comprometimento.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “Além de trabalhar para perpetuar o legado econômico das famílias, atendemos demandas complexas, como a alocação de ativos, construção de portfólios, organização de estruturas…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “Nosso escritório é especializado e focado em Planejamento Sucessório e Governança Familiar.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “Ajudamos famílias a viverem uma vida com mais tranquilidade e segurança, através de uma gestão patrimonial ativa, com uma assessoria totalmente personalizada, com soluções de…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “A M2C surgiu da associação de dois amigos, com anos de experiência no mercado financeiro, que buscavam um modelo de planejamento e gestão patrimonial que atendesse às suas…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Na MontSant Investimentos, valorizamos a importância da família e da qualidade de vida.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Cursos, Palestras, Mentorias e Treinamentos em Planejamento Patrimonial e Sucessório/Planejamento Patrimonial da Família” Recorded in the RevenueBase company graph · Nov 6, 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 transfer advisors”. 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 135 wealth transfer advisors based in Brazil
See the full list, filter by size, metro and specialty, and access 205 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Wealth transfer advisors based in Brazil at a glance
As of Nov 6, 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 135 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 transfer advisors” 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 205 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 November 6, 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.
Wealth transfer advisors by metro
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 transfer advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth transfer advisors are there based in Brazil?
RevenueBase identified 135 company matches for wealth transfer advisors associated with Brazil as of November 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?
Vêneto Family Office tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most wealth transfer advisors?
Sao Paulo leads with 49 company records, followed by Rio De Janeiro (8) and Florianopolis (7).
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 205 professional contacts with verified work emails tracked across these 135 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 135 wealth transfer advisors based in Brazil. Start with a free account, no credit card.
Download this list →Related lists
Wealth transfer advisors by geography
- Wealth transfer advisors based in Melbourne, Australia
- Wealth transfer advisors based in Sydney, Australia
- Wealth transfer advisors based in Sao Paulo, Brazil
- Wealth transfer advisors based in Calgary, Canada
- Wealth transfer advisors based in Toronto, Canada
- Wealth transfer advisors based in Vancouver, Canada
- Wealth transfer advisors based in Bordeaux, France
- Wealth transfer advisors based in Lyon, France
- Wealth transfer advisors based in Paris, France
- Wealth transfer advisors based in Toulouse, France
- Wealth transfer advisors based in Mumbai, India
- Wealth transfer advisors based in Zurich, Switzerland
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 transfer advisors based in Melbourne, Australia
- Wealth transfer advisors based in Sydney, Australia
- Wealth transfer advisors based in Sao Paulo, Brazil
- Wealth transfer advisors based in Calgary, Canada
- Wealth transfer advisors based in Toronto, Canada
- Wealth transfer advisors based in Vancouver, Canada
Company intelligence · public preview
Top 25 wealth transfer advisors 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 135 matching company records for wealth transfer advisors based in Brazil, with 2,021 tracked contacts and 205 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: November 6, 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 transfer advisors 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 |  Vêneto Family Officevenetomfo.com.brHQ: Belo Horizonte, BrazilReported employees: 51-200 | Belo Horizonte, Brazil | 51-200 | Exact match | 82 contacts → |
“We are Veneto Family Office, a wealth management firm with.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Marco Investimentosmarcoinvestimentos.com.brHQ: Joinville, BrazilReported employees: 51-200 | Joinville, Brazil | 51-200 | Exact match | 61 contacts → |
“Assessoria de Investimentos credenciada a @xpinvestimentos Nº1 em Fee Fixo Selo de Governança e Integridade A Marco é o ecossistema líder em soluções financeiras e patrimoniais…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Real Investrinvest.com.brHQ: Aracaju, BrazilReported employees: 11-50 | Aracaju, Brazil | 11-50 | Exact match | 58 contacts → |
“A nossa história começa em 2008.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Grupo Rumo Consultório Financeirorumocf.com.brHQ: Barueri, BrazilReported employees: 11-50 | Barueri, Brazil | 11-50 | Exact match | 25 contacts → |
“Na Rumo, acreditamos que a saúde financeira precisa de tanto cuidado como saúde física.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Oikos Wealth Managementoikoswm.com HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 23 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 |  Maclaudemaclaude.com.brHQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 20 contacts → |
“A Maclaude é uma empresa de Consultoria Patrimonial, nossa missão é ajudar as pessoas a planejar o seu futuro financeiro.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Improve Wealthimprovewealth.com.brHQ: Santo André, BrazilReported employees: 11-50 | Santo André, Brazil | 11-50 | Exact match | 19 contacts → |
“Protect, Evolve and Perpetuate the assets of our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Hold Back Consultoria S Aholdbackconsultoria.com.brHQ: Sinop, BrazilReported employees: 11-50 | Sinop, Brazil | 11-50 | Exact match | 18 contacts → |
“Somos uma consultoria estratégica especializada em organização societária como mecanismo de Planejamento Patrimonial Sucessório.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Baluarte Capitalbaluartecapital.comHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 16 contacts → |
“Wealth Management with ethics, responsibility, and professionalism, building personalized portfolios locally and internationally while considering tax and succession aspects, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Spcap Investimentos AAI Credenciado À XPIspcap.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 16 contacts → |
“Perpetue seu patrimônio para as próximas gerações Somos uma empresa de agentes autônomos de investimento, constituída em 2018 por um grupo de executivos de Private Banking…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Aram Capitalaramcapital.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 13 contacts → |
“Sobre a ARAM CAPITAL: Gestora de patrimônio que entrega resultado e inteligência em relacionamentos de verdade.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Sole Capitalsolecapital.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 12 contacts → |
“A Sole Capital é um Multi Family Office que reúne gestão, planejamento e preservação patrimonial em uma única estrutura.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Novo Conceito Consultorianovoconceito.com.brHQ: Jundiaí, BrazilReported employees: 11-50 | Jundiaí, Brazil | 11-50 | Exact match | 8 contacts → |
“A Novo Conceito Consultoria e Treinamento é especializada em organização patrimonial, planejamento sucessório e gestão tributária estratégica.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Hosken Cunha Advogadoshoskencunha.comHQ: Brasília, BrazilReported employees: 11-50 | Brasília, Brazil | 11-50 | Exact match | 8 contacts → |
“A Hosken & Cunha Advogados é um escritório especializado em Arquitetura Patrimonial, dedicado a estruturar, proteger e perpetuar patrimônios de empresários e suas famílias ao…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  ONE Wealth Managementonewm.com.brHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 8 contacts → |
“A One Wealth Management (One WM) é uma empresa do Grupo One, que oferece soluções sofisticadas em gestão de patrimônio.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Prospere Consultoria Estratégicaprospereconsult.com.brHQ: Ribeirão Preto, BrazilReported employees: 1-10 | Ribeirão Preto, Brazil | 1-10 | Exact match | 8 contacts → |
“Fundada em 2016, a Prospere Consultoria Estratégica tem como missão proporcionar tranquilidade e segurança aos nossos clientes, por meio de soluções personalizadas, que garantam a…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Kitherakithera.com.brHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 5 contacts → |
“A Kithera traz soluções financeiras para empresas e famílias.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Capytal Assetscapytalassets.com.brHQ: Porto Alegre, BrazilReported employees: 1-10 | Porto Alegre, Brazil | 1-10 | Exact match | 4 contacts → |
“Trabalhamos no assessoramento de famílias que buscam melhor gestão de seu patrimônio, dando suporte na elaboração e implementação de estratégias alinhadas com seus objetivos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Azul Investimentosinvestazul.com.brHQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 4 contacts → |
“25 Anos de Customização, Transparência e Comprometimento.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Legend Wealthlegendwm.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 3 contacts → |
“Além de trabalhar para perpetuar o legado econômico das famílias, atendemos demandas complexas, como a alocação de ativos, construção de portfólios, organização de estruturas…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Uemura Advocaciauemuraadvocacia.comHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 2 contacts → |
“Nosso escritório é especializado e focado em Planejamento Sucessório e Governança Familiar.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  G.Sobreira Investimentosgsobreirainvestimentos.comHQ: Fortaleza, BrazilReported employees: 1-10 | Fortaleza, Brazil | 1-10 | Exact match | 2 contacts → |
“Ajudamos famílias a viverem uma vida com mais tranquilidade e segurança, através de uma gestão patrimonial ativa, com uma assessoria totalmente personalizada, com soluções de…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  M2cm2c.com.brHQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 2 contacts → |
“A M2C surgiu da associação de dois amigos, com anos de experiência no mercado financeiro, que buscavam um modelo de planejamento e gestão patrimonial que atendesse às suas…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Montsant Investimentosmontsant.com.brHQ: Santos, BrazilReported employees: 1-10 | Santos, Brazil | 1-10 | Exact match | 1 contacts → |
“Na MontSant Investimentos, valorizamos a importância da família e da qualidade de vida.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Invisto Direitoinvistodireito.com.brHQ: Vitória, BrazilReported employees: 1-10 | Vitória, Brazil | 1-10 | Exact match | 1 contacts → |
“Cursos, Palestras, Mentorias e Treinamentos em Planejamento Patrimonial e Sucessório/Planejamento Patrimonial da Família” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 135 company matches
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Wealth transfer advisors: dataset insights
November 6, 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
135 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 135 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: November 6, 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 ↗
Wealth transfer advisors by metro
Questions about this company list
What does Exact match mean for wealth transfer advisors?
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 transfer advisors did RevenueBase find based in Brazil?
The saved snapshot records 135 matching company records, 2,021 tracked contacts and 205 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: November 6, 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 transfer advisors by geography
- Wealth transfer advisors based in Melbourne, Australia
- Wealth transfer advisors based in Sydney, Australia
- Wealth transfer advisors based in Sao Paulo, Brazil
- Wealth transfer advisors based in Calgary, Canada
- Wealth transfer advisors based in Toronto, Canada
- Wealth transfer advisors based in Vancouver, Canada
- Wealth transfer advisors based in Bordeaux, France
- Wealth transfer advisors based in Lyon, France
- Wealth transfer advisors based in Paris, France
- Wealth transfer advisors based in Toulouse, France
- Wealth transfer advisors based in Mumbai, India
- Wealth transfer advisors based in Zurich, Switzerland
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 wealth transfer advisors based in Brazil. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-transfer-advisors/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 transfer advisors based in Melbourne, Australia
- Wealth transfer advisors based in Sydney, Australia
- Wealth transfer advisors based in Sao Paulo, Brazil
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Company intelligence · public preview
Top 25 wealth transfer advisors based in Brazil
RevenueBase records 135 matching company records for wealth transfer advisors based in Brazil, with 2,021 tracked contacts and 205 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: November 6, 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 transfer advisors 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 | Vêneto Family Officevenetomfo.com.br HQ: Belo Horizonte, BrazilReported employees: 51-200 | Belo Horizonte, Brazil | 51-200 | Exact match | 82 contacts → |
“We are Veneto Family Office, a wealth management firm with.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Marco Investimentosmarcoinvestimentos.com.br HQ: Joinville, BrazilReported employees: 51-200 | Joinville, Brazil | 51-200 | Exact match | 61 contacts → |
“Assessoria de Investimentos credenciada a @xpinvestimentos Nº1 em Fee Fixo Selo de Governança e Integridade A Marco é o ecossistema líder em soluções financeiras e patrimoniais…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Real Investrinvest.com.br HQ: Aracaju, BrazilReported employees: 11-50 | Aracaju, Brazil | 11-50 | Exact match | 58 contacts → |
“A nossa história começa em 2008.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Grupo Rumo Consultório Financeirorumocf.com.br HQ: Barueri, BrazilReported employees: 11-50 | Barueri, Brazil | 11-50 | Exact match | 25 contacts → |
“Na Rumo, acreditamos que a saúde financeira precisa de tanto cuidado como saúde física.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Oikos Wealth Managementoikoswm.com HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 23 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 | Maclaudemaclaude.com.br HQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 20 contacts → |
“A Maclaude é uma empresa de Consultoria Patrimonial, nossa missão é ajudar as pessoas a planejar o seu futuro financeiro.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Improve Wealthimprovewealth.com.br HQ: Santo André, BrazilReported employees: 11-50 | Santo André, Brazil | 11-50 | Exact match | 19 contacts → |
“Protect, Evolve and Perpetuate the assets of our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Hold Back Consultoria S Aholdbackconsultoria.com.br HQ: Sinop, BrazilReported employees: 11-50 | Sinop, Brazil | 11-50 | Exact match | 18 contacts → |
“Somos uma consultoria estratégica especializada em organização societária como mecanismo de Planejamento Patrimonial Sucessório.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Baluarte Capitalbaluartecapital.com HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 16 contacts → |
“Wealth Management with ethics, responsibility, and professionalism, building personalized portfolios locally and internationally while considering tax and succession aspects, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Spcap Investimentos AAI Credenciado À XPIspcap.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 16 contacts → |
“Perpetue seu patrimônio para as próximas gerações Somos uma empresa de agentes autônomos de investimento, constituída em 2018 por um grupo de executivos de Private Banking…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Aram Capitalaramcapital.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 13 contacts → |
“Sobre a ARAM CAPITAL: Gestora de patrimônio que entrega resultado e inteligência em relacionamentos de verdade.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Sole Capitalsolecapital.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 12 contacts → |
“A Sole Capital é um Multi Family Office que reúne gestão, planejamento e preservação patrimonial em uma única estrutura.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Novo Conceito Consultorianovoconceito.com.br HQ: Jundiaí, BrazilReported employees: 11-50 | Jundiaí, Brazil | 11-50 | Exact match | 8 contacts → |
“A Novo Conceito Consultoria e Treinamento é especializada em organização patrimonial, planejamento sucessório e gestão tributária estratégica.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Hosken Cunha Advogadoshoskencunha.com HQ: Brasília, BrazilReported employees: 11-50 | Brasília, Brazil | 11-50 | Exact match | 8 contacts → |
“A Hosken & Cunha Advogados é um escritório especializado em Arquitetura Patrimonial, dedicado a estruturar, proteger e perpetuar patrimônios de empresários e suas famílias ao…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | ONE Wealth Managementonewm.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 8 contacts → |
“A One Wealth Management (One WM) é uma empresa do Grupo One, que oferece soluções sofisticadas em gestão de patrimônio.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Prospere Consultoria Estratégicaprospereconsult.com.br HQ: Ribeirão Preto, BrazilReported employees: 1-10 | Ribeirão Preto, Brazil | 1-10 | Exact match | 8 contacts → |
“Fundada em 2016, a Prospere Consultoria Estratégica tem como missão proporcionar tranquilidade e segurança aos nossos clientes, por meio de soluções personalizadas, que garantam a…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Kitherakithera.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 5 contacts → |
“A Kithera traz soluções financeiras para empresas e famílias.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Capytal Assetscapytalassets.com.br HQ: Porto Alegre, BrazilReported employees: 1-10 | Porto Alegre, Brazil | 1-10 | Exact match | 4 contacts → |
“Trabalhamos no assessoramento de famílias que buscam melhor gestão de seu patrimônio, dando suporte na elaboração e implementação de estratégias alinhadas com seus objetivos.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Azul Investimentosinvestazul.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 4 contacts → |
“25 Anos de Customização, Transparência e Comprometimento.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Legend Wealthlegendwm.com.br HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 3 contacts → |
“Além de trabalhar para perpetuar o legado econômico das famílias, atendemos demandas complexas, como a alocação de ativos, construção de portfólios, organização de estruturas…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Uemura Advocaciauemuraadvocacia.com HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 2 contacts → |
“Nosso escritório é especializado e focado em Planejamento Sucessório e Governança Familiar.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | G.Sobreira Investimentosgsobreirainvestimentos.com HQ: Fortaleza, BrazilReported employees: 1-10 | Fortaleza, Brazil | 1-10 | Exact match | 2 contacts → |
“Ajudamos famílias a viverem uma vida com mais tranquilidade e segurança, através de uma gestão patrimonial ativa, com uma assessoria totalmente personalizada, com soluções de…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | M2cm2c.com.br HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 2 contacts → |
“A M2C surgiu da associação de dois amigos, com anos de experiência no mercado financeiro, que buscavam um modelo de planejamento e gestão patrimonial que atendesse às suas…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Montsant Investimentosmontsant.com.br HQ: Santos, BrazilReported employees: 1-10 | Santos, Brazil | 1-10 | Exact match | 1 contacts → |
“Na MontSant Investimentos, valorizamos a importância da família e da qualidade de vida.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Invisto Direitoinvistodireito.com.br HQ: Vitória, BrazilReported employees: 1-10 | Vitória, Brazil | 1-10 | Exact match | 1 contacts → |
“Cursos, Palestras, Mentorias e Treinamentos em Planejamento Patrimonial e Sucessório/Planejamento Patrimonial da Família” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 135 company matches
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Wealth transfer advisors: dataset insights
November 6, 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
135 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 135 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: November 6, 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 ↗
Wealth transfer advisors by metro
Questions about this company list
What does Exact match mean for wealth transfer advisors?
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 transfer advisors did RevenueBase find based in Brazil?
The saved snapshot records 135 matching company records, 2,021 tracked contacts and 205 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: November 6, 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 transfer advisors based in Brazil. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-transfer-advisors/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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