Top Wealth Management Companies in Brazil (2026 Update)
Browse Wealth Management companies in Brazil with up-to-date profiles — funding rounds, investors, hiring, and expansion signals. Find recently funded and growing companies. Updated 2026.
Showing 47 Companies
| Company | Location | Founded | Industry | Services | Target Customers | Business Model | Revenue Model | Founders | Employees | Funding Stage | |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Smartbrain
Tecnologia avançada para consolidação de carteiras de i… |
Brazil
|
2004 |
Finance
Financial Services
+2
|
— | — | — | — | — | 113 | Series A |
|
Warren Investimentos
Investir toma tempo, mas não precisa ser o seu. Conte c… |
Brazil
|
2014 |
Financial Services
Fintech
+3
|
— | — | — | — | — | 481 | Series C |
|
|
Grupo GCB
Investimentos, Tecnologia e Inovação. |
Brazil
|
2009 |
Financial Services
Wealth Management
|
— | — | — | — | — | 143 | Corporate Round |
|
PoM Wealth Management
Building the AI Operating System for Global Wealth with… |
Brazil
|
2022 |
Financial Services
Fintech
+3
|
AI-first Wealth Management Platform
Consolidated Reporting And Analytics
+3
|
Asset Managers
Advisory Firms
+2
|
B2B2C
SaaS
+1
|
Subscription
Service Fee
+1
|
— | 6 | Seed |
|
Uppo
Ajudamos empresas a engajar e fidelizar seus públicos e… |
Brazil
|
2020 |
Fintech
Wealth Management
|
Flexible Benefit Cards
Clube De Vantagens
+4
|
Corporations
Human Resource Departments
+3
|
B2B2C
Platform
+1
|
Transaction Fee
Affiliate
+1
|
— | 14 | Pre Seed |
|
Quita Boletos
Parcelamento simples e flexível. |
Brazil
|
2021 |
Finance
Financial Services
+2
|
— | — | — | — | — | 8 | Angel |
|
INNOVA
Gestão e Consultoria de Patrimônio |
Brazil
|
2005 |
Prop Tech
Wealth Management
|
— | — | — | — | — | 839 | Private Equity |
|
|
Trígono Capital
Gestora de fundos de investimentos, que utiliza metodol… |
Brazil
|
2017 |
Finance
Financial Services
+1
|
— | — | — | — | — | 31 | Corporate Round |
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|
Poupa Certo App (Techstars '21... |
Brazil
|
2015 |
Finance
Financial Services
+4
|
Providing A Platform For Slot Games
Offering Secure And User-friendly Gaming Experiences
+1
|
Casual Online Slot Players
Individuals Looking For Low-cost Gaming Options
+1
|
SaaS
Platform
+1
|
Subscription
Data Monetization
+1
|
— | 1 | Series Unknown |
|
M7 Soluções Financeiras
Plataforma de soluções financeiras para você e sua empr… |
Fortaleza, Brazil
|
2004 |
Finance
Financial Services
+1
|
— | — | — | — | — | 52 | — |
|
|
Otto Finance
Gestão financeira inteligente. Transformamos negócios p… |
Curitiba, Brazil
|
2020 |
Financial Services
Wealth Management
|
— | — | — | — | — | 20 | — |
|
NAU Capital
Melhor assessoria Private do Brasil pelo Brazil Advisor… |
Brazil
|
2020 |
Finance
Financial Services
+1
|
— | — | — | — | — | 43 | — |
|
Itajuí Gestão de Patrimônio
Cuidamos de pessoas e patrimônios. Nessa ordem. |
Brazil
|
2006 |
Finance
Wealth Management
|
— | — | — | — | — | 8 | — |
|
Davos Financial Partnership
Davos Financial Partnership. Histórias constroem futuro… |
Brazil
|
2018 |
Finance
Financial Services
+2
|
— | — | — | — | — | 56 | — |
|
Rio Claro Investimentos®
Gestora de investimentos independente de Brasília. |
Brazil
|
2017 |
Financial Services
Wealth Management
|
— | — | — | — | — | 23 | — |
|
Mont Capital Asset
Somos uma Wealth, que busca ajudar clientes e parceiros… |
Brazil
|
2015 |
Finance
Financial Services
+1
|
— | — | — | — | — | 36 | — |
|
Inter Asset
Inovação e solidez fazem parte do nosso DNA. |
Brazil
|
2003 |
Finance
Financial Services
+1
|
— | — | — | — | — | 47 | — |
|
TRUXT Investimentos
Excelência, parcerias estreitas e rentabilidade são nos… |
Brazil
|
2017 |
Finance
Financial Services
+1
|
— | — | — | — | — | 37 | — |
|
Maxinvest Investimentos e Part...
Nossa missão é gerar resultados com solidez, governança… |
Brazil
|
1998 |
Finance
Financial Services
+1
|
— | — | — | — | — | 2 | — |
|
Aqua Wealth Management S.A.
The AQVA is your Family Office. Much more than investme… |
Brazil
|
2009 |
Financial Services
Wealth Management
|
— | — | — | — | — | 22 | — |
Showing 20 of 47 companies in this list
