Company lists · Data refreshed September 2026
Top 25 Wealth transfer specialists based in Brazil
RevenueBase identified 162 company matches for wealth transfer specialists associated with Brazil as of September 2026 and tracks 1,508 professional contacts across them, including 341 with verified work emails. Sao Paulo is the largest hub.
This list covers company matches for wealth transfer specialists 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 transfer specialists based in Brazil
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 70 contacts → | ||||
Exact match “We are Veneto Family Office, a wealth management firm with.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 2 | 69 contacts → | ||||
Exact match “O Grupo Julius Baer é referência mundial em Wealth Management há mais de um século e está presente nos principais centros financeiros do mundo.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 64 contacts → | ||||
Exact match “An independent investment and wealth management firm, Lakewood provides highly customized investment management and advisory services to high-net-worth individuals and families.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 4 | 38 contacts → | ||||
Exact match “Assessoria de investimentos BTG Pactual” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 5 | 38 contacts → | ||||
Exact match “MELHOR escritório PRIVATE SAFRA do Brasil MELHOR escritório CORPORATE SAFRA do Brasil Uma empresa concebida, planejada e estruturada à base de ética, entrega e solidez.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 36 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 35 contacts → | ||||
Exact match “A Faros Multi Family Office atua no mais alto padrão de excelência, especializada no atendimento de clientes exclusivos.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 8 | 31 contacts → | ||||
Exact match “O desafio de gerir um patrimônio é ampliado à medida em que aumentam o volume, a sofisticação e a diversificação do conjunto de seus ativos.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 28 contacts → | ||||
Exact match “A Stellar Capital é um escritório private de soluções financeiras, dedicado a transformar objetivos patrimoniais em resultados concretos.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 24 contacts → | ||||
Exact match “Na Rumo, acreditamos que a saúde financeira precisa de tanto cuidado como saúde física.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 11 | 21 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 17 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 13 | 16 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 15 contacts → | ||||
Exact match “Somos uma empresa de consultoria tributária e sucessória para investidores no exterior.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 15 contacts → | ||||
Exact match “A Capri Family Office é uma gestora de patrimônio focada no segmento de Multi-Family Office.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 16 | 13 contacts → | ||||
Exact match “Somos uma boutique de gestão patrimonial idealizada para famílias multi-geracionais, que busca responder às diversas questões do dia a dia e perpetuar seus patrimônios.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 17 | 12 contacts → | ||||
Exact match “Facilitamos o acesso ao mercado global, eliminando as complexidades tributárias, sucessórias e contábeis.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 10 contacts → | ||||
Exact match “Law firm specialized in tax law and wealth planning” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 19 | 9 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 20 | 8 contacts → | ||||
Exact match “Somos uma gestora independente fundada em 2019, com o propósito de oferecer soluções financeiras completas e personalizadas para atender às necessidades das famílias que confiam…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 21 | 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 22 | 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 23 | 7 contacts → | ||||
Exact match “Empresas não crescem apenas por vender mais.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 24 | 6 contacts → | ||||
Exact match “A Hieron Patrimônio Familiar e Investimento é uma empresa que nasceu do sonho de dois executivos do mercado financeiro e de capitais – Robert van Dijk e Reinaldo H.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 25 | 6 contacts → | ||||
Exact match “Prestamos serviço de consultoria financeira para UHNWI e HNI, e consolidação de carteira, visando maximizar o retorno, reduzir custos e controlar riscos.” 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 transfer specialists”. 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 162 wealth transfer specialists based in Brazil
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Wealth transfer specialists 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 162 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 specialists” 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 341 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 transfer specialists”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth transfer specialists are there based in Brazil?
RevenueBase identified 162 company matches for wealth transfer specialists 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?
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 specialists?
Sao Paulo leads with 54 company records, followed by Rio De Janeiro (13) and Porto Alegre (9).
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 341 professional contacts with verified work emails tracked across these 162 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 162 wealth transfer specialists based in Brazil. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
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- Lists A-Z
- New lists
- Wealth transfer specialists based in Calgary, Canada
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Company intelligence · public preview
Top 25 wealth transfer specialists 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 162 matching company records for wealth transfer specialists based in Brazil, with 1,508 tracked contacts and 341 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 transfer specialists 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 | 70 contacts → |
“We are Veneto Family Office, a wealth management firm with.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Julius Baer Brasiljuliusbaer.comHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 69 contacts → |
“O Grupo Julius Baer é referência mundial em Wealth Management há mais de um século e está presente nos principais centros financeiros do mundo.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Lakewood Investment Managementlkwd.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 64 contacts → |
“An independent investment and wealth management firm, Lakewood provides highly customized investment management and advisory services to high-net-worth individuals and families.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Legacy Investimentoslegacyinvestimentos.com.brHQ: Ribeirão Preto, BrazilReported employees: 11-50 | Ribeirão Preto, Brazil | 11-50 | Exact match | 38 contacts → |
“Assessoria de investimentos BTG Pactual” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Origem Investorigeminvest.com.br HQ: Porto Alegre, BrazilReported employees: 51-200 | Porto Alegre, Brazil | 51-200 | Exact match | 38 contacts → |
“MELHOR escritório PRIVATE SAFRA do Brasil MELHOR escritório CORPORATE SAFRA do Brasil Uma empresa concebida, planejada e estruturada à base de ética, entrega e solidez.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Oikos Wealth Managementoikoswm.com HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 36 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 |  Faros Multi Family Officefarosmfo.com.brHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 35 contacts → |
“A Faros Multi Family Office atua no mais alto padrão de excelência, especializada no atendimento de clientes exclusivos.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Brasil WM Multi Family Officebrasilwm.com.brHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 31 contacts → |
“O desafio de gerir um patrimônio é ampliado à medida em que aumentam o volume, a sofisticação e a diversificação do conjunto de seus ativos.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Stellar Capitalstellarcapital.com.brHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 28 contacts → |
“A Stellar Capital é um escritório private de soluções financeiras, dedicado a transformar objetivos patrimoniais em resultados concretos.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Grupo Rumo Consultório Financeirorumocf.com.br HQ: Barueri, BrazilReported employees: 11-50 | Barueri, Brazil | 11-50 | Exact match | 24 contacts → |
“Na Rumo, acreditamos que a saúde financeira precisa de tanto cuidado como saúde física.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Maclaudemaclaude.com.brHQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 21 contacts → |
“A Maclaude é uma empresa de Consultoria Patrimonial, nossa missão é ajudar as pessoas a planejar o seu futuro financeiro.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Baluarte Capitalbaluartecapital.comHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 17 contacts → |
“Wealth Management with ethics, responsibility, and professionalism, building personalized portfolios locally and internationally while considering tax and succession aspects, and…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Aram Capitalaramcapital.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 16 contacts → |
“Sobre a ARAM CAPITAL: Gestora de patrimônio que entrega resultado e inteligência em relacionamentos de verdade.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Shield International TAXshieldtax.com HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 15 contacts → |
“Somos uma empresa de consultoria tributária e sucessória para investidores no exterior.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Capri Family Officecapribr.comHQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 15 contacts → |
“A Capri Family Office é uma gestora de patrimônio focada no segmento de Multi-Family Office.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Etrnty Family Officeetrnty.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 13 contacts → |
“Somos uma boutique de gestão patrimonial idealizada para famílias multi-geracionais, que busca responder às diversas questões do dia a dia e perpetuar seus patrimônios.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  4tax Group4taxgroup.comHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 12 contacts → |
“Facilitamos o acesso ao mercado global, eliminando as complexidades tributárias, sucessórias e contábeis.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Cblm Advogadoscblm.com.brHQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 10 contacts → |
“Law firm specialized in tax law and wealth planning” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Hosken Cunha Advogadoshoskencunha.comHQ: Brasília, BrazilReported employees: 11-50 | Brasília, Brazil | 11-50 | Exact match | 9 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Everest Capitaleverestcapitaloffice.com HQ: Nova Lima, BrazilReported employees: 11-50 | Nova Lima, Brazil | 11-50 | Exact match | 8 contacts → |
“Somos uma gestora independente fundada em 2019, com o propósito de oferecer soluções financeiras completas e personalizadas para atender às necessidades das famílias que confiam…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  BGM Consultoria Empresarialbgmempresarial.com.brHQ: Porto Alegre, BrazilReported employees: 1-10 | Porto Alegre, Brazil | 1-10 | Exact match | 7 contacts → |
“Empresas não crescem apenas por vender mais.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Hieron Patrimônio Familiar E Investimentohieron.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 6 contacts → |
“A Hieron Patrimônio Familiar e Investimento é uma empresa que nasceu do sonho de dois executivos do mercado financeiro e de capitais – Robert van Dijk e Reinaldo H.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Refran Consultoria Financeirarefranconsultoria.com.br HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 6 contacts → |
“Prestamos serviço de consultoria financeira para UHNWI e HNI, e consolidação de carteira, visando maximizar o retorno, reduzir custos e controlar riscos.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 162 company matches
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Wealth transfer specialists: 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
162 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 162 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 transfer specialists?
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 specialists did RevenueBase find based in Brazil?
The saved snapshot records 162 matching company records, 1,508 tracked contacts and 341 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
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Browse the directory
Cite this list
RevenueBase Data Team. Top 25 wealth transfer specialists based in Brazil. Snapshot: September 22, 2026. https://revenuebase.ai/companies/wealth-transfer-specialists/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 specialists based in Calgary, Canada
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Company intelligence · public preview
Top 25 wealth transfer specialists based in Brazil
RevenueBase records 162 matching company records for wealth transfer specialists based in Brazil, with 1,508 tracked contacts and 341 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 transfer specialists 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 | 70 contacts → |
“We are Veneto Family Office, a wealth management firm with.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Julius Baer Brasiljuliusbaer.com HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 69 contacts → |
“O Grupo Julius Baer é referência mundial em Wealth Management há mais de um século e está presente nos principais centros financeiros do mundo.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Lakewood Investment Managementlkwd.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 64 contacts → |
“An independent investment and wealth management firm, Lakewood provides highly customized investment management and advisory services to high-net-worth individuals and families.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Legacy Investimentoslegacyinvestimentos.com.br HQ: Ribeirão Preto, BrazilReported employees: 11-50 | Ribeirão Preto, Brazil | 11-50 | Exact match | 38 contacts → |
“Assessoria de investimentos BTG Pactual” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Origem Investorigeminvest.com.br HQ: Porto Alegre, BrazilReported employees: 51-200 | Porto Alegre, Brazil | 51-200 | Exact match | 38 contacts → |
“MELHOR escritório PRIVATE SAFRA do Brasil MELHOR escritório CORPORATE SAFRA do Brasil Uma empresa concebida, planejada e estruturada à base de ética, entrega e solidez.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Oikos Wealth Managementoikoswm.com HQ: Sao Paulo, BrazilReported employees: 11-50 | Sao Paulo, Brazil | 11-50 | Exact match | 36 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 | Faros Multi Family Officefarosmfo.com.br HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 35 contacts → |
“A Faros Multi Family Office atua no mais alto padrão de excelência, especializada no atendimento de clientes exclusivos.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Brasil WM Multi Family Officebrasilwm.com.br HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 31 contacts → |
“O desafio de gerir um patrimônio é ampliado à medida em que aumentam o volume, a sofisticação e a diversificação do conjunto de seus ativos.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Stellar Capitalstellarcapital.com.br HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 28 contacts → |
“A Stellar Capital é um escritório private de soluções financeiras, dedicado a transformar objetivos patrimoniais em resultados concretos.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Grupo Rumo Consultório Financeirorumocf.com.br HQ: Barueri, BrazilReported employees: 11-50 | Barueri, Brazil | 11-50 | Exact match | 24 contacts → |
“Na Rumo, acreditamos que a saúde financeira precisa de tanto cuidado como saúde física.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Maclaudemaclaude.com.br HQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 21 contacts → |
“A Maclaude é uma empresa de Consultoria Patrimonial, nossa missão é ajudar as pessoas a planejar o seu futuro financeiro.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Baluarte Capitalbaluartecapital.com HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 17 contacts → |
“Wealth Management with ethics, responsibility, and professionalism, building personalized portfolios locally and internationally while considering tax and succession aspects, and…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Aram Capitalaramcapital.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 16 contacts → |
“Sobre a ARAM CAPITAL: Gestora de patrimônio que entrega resultado e inteligência em relacionamentos de verdade.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Shield International TAXshieldtax.com HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 15 contacts → |
“Somos uma empresa de consultoria tributária e sucessória para investidores no exterior.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Capri Family Officecapribr.com HQ: Rio De Janeiro, BrazilReported employees: 11-50 | Rio De Janeiro, Brazil | 11-50 | Exact match | 15 contacts → |
“A Capri Family Office é uma gestora de patrimônio focada no segmento de Multi-Family Office.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Etrnty Family Officeetrnty.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 13 contacts → |
“Somos uma boutique de gestão patrimonial idealizada para famílias multi-geracionais, que busca responder às diversas questões do dia a dia e perpetuar seus patrimônios.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | 4tax Group4taxgroup.com HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 12 contacts → |
“Facilitamos o acesso ao mercado global, eliminando as complexidades tributárias, sucessórias e contábeis.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Cblm Advogadoscblm.com.br HQ: São Paulo, BrazilReported employees: 1-10 | São Paulo, Brazil | 1-10 | Exact match | 10 contacts → |
“Law firm specialized in tax law and wealth planning” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Hosken Cunha Advogadoshoskencunha.com HQ: Brasília, BrazilReported employees: 11-50 | Brasília, Brazil | 11-50 | Exact match | 9 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Everest Capitaleverestcapitaloffice.com HQ: Nova Lima, BrazilReported employees: 11-50 | Nova Lima, Brazil | 11-50 | Exact match | 8 contacts → |
“Somos uma gestora independente fundada em 2019, com o propósito de oferecer soluções financeiras completas e personalizadas para atender às necessidades das famílias que confiam…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | BGM Consultoria Empresarialbgmempresarial.com.br HQ: Porto Alegre, BrazilReported employees: 1-10 | Porto Alegre, Brazil | 1-10 | Exact match | 7 contacts → |
“Empresas não crescem apenas por vender mais.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Hieron Patrimônio Familiar E Investimentohieron.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 6 contacts → |
“A Hieron Patrimônio Familiar e Investimento é uma empresa que nasceu do sonho de dois executivos do mercado financeiro e de capitais – Robert van Dijk e Reinaldo H.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Refran Consultoria Financeirarefranconsultoria.com.br HQ: Sao Paulo, BrazilReported employees: 1-10 | Sao Paulo, Brazil | 1-10 | Exact match | 6 contacts → |
“Prestamos serviço de consultoria financeira para UHNWI e HNI, e consolidação de carteira, visando maximizar o retorno, reduzir custos e controlar riscos.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Wealth transfer specialists: 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
162 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 162 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 transfer specialists?
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 specialists did RevenueBase find based in Brazil?
The saved snapshot records 162 matching company records, 1,508 tracked contacts and 341 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.
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Cite this list
RevenueBase Data Team. Top 25 wealth transfer specialists based in Brazil. Snapshot: September 22, 2026. https://revenuebase.ai/companies/wealth-transfer-specialists/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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