{"source":"Breaknorm","page":"https://breaknorm.co/market/business_finance_services/wealth_management_investment/br","license":"https://breaknorm.co/terms","vertical":"business_finance_services","subvertical":"wealth_management_investment","country":"BR","companies":7797,"by_leaf":[["wealth_management_general",2712],["independent_financial_advisers",1925],["corporate_finance_advisers",1306],["other_wealth_management_investment",862],["private_asset_managers",842],["property_investment_advisers",737],["general_management_consulting",335],["outsourced_cfo_finance_bpo",254],["vehicle_and_asset_finance",179],["private_equity_firms",150],["receivables_factoring",101],["other_lending_banking_and_currency_exchange",85],["real_estate_investment_firms",74],["sme_accounting_tax_practice",72],["consumer_finance_companies",68],["business_finance_brokers",62],["wills_estates_probate_law",57],["retail_investment_brokerages",56],["general_consumer_credit_brokers",52],["other_management_business_consulting",50]],"by_headcount":[["0-1",4860],["2-10",1357],["11-50",1284],["51-200",222],["201-500",42],["501-1000",21],["1001-5000",10],["5001-10000",1]],"by_city":[["São Paulo",740],["Belém",264],["Lima",169],["Rio de Janeiro",132],["Curitiba",105],["Santana",78],["Itaim Bibi",60],["Salé",56],["Barueri",45],["Bella Vista",38],["Brasília",38],["Jardim",36]],"hiring":{"companies":23,"new_30d":16,"by_headcount":[["201-500",9],["501-1000",5],["1001-5000",3],["11-50",3],["51-200",2],["2-10",1]]},"tech":[["microsoft_365",1736],["cloudflare",1522],["google_workspace",1282],["facebook_pixel",536],["microsoft_intune",532],["microsoft_entra_id",530],["titan_email",492],["sendgrid",434],["microsoft_teams",424],["hostgator",322],["resend",311],["vercel",296]],"top_note":"The largest companies of the segment, by headcount; job boards and portals left out.","top":[{"domain":"eqi.com.br","name":"EQI Investimentos","country":"BR","city":null,"headcount":"1001-5000","leaf":"wealth_management_general","summary":"EQI Investimentos is a securities brokerage in Brazil that provides investment advisory, stock trading, and asset management for consumers, businesses, and high."},{"domain":"valestra.com.br","name":"Valestrá Corretora","country":"BR","city":"São Paulo","headcount":"1001-5000","leaf":"sme_accounting_tax_practice","summary":"Valestrá Corretora is a business advisory firm in São Paulo that provides tax and regulatory advisory, corporate finance, and wealth and succession solutions fo."},{"domain":"rodobens.com.br","name":"Rodobens","country":"BR","city":"San José","headcount":"1001-5000","leaf":"vehicle_and_asset_finance","summary":"Rodobens is a financial services group that provides consortium financing, insurance, automotive retail and financial services for individuals and companies."},{"domain":"genialinvestimentos.com.br","name":"Genial Investimentos","country":"BR","city":"Baganga","headcount":"501-1000","leaf":"wealth_management_general","summary":"Genial Investimentos is a financial services company that provides investment advisory, online brokerage and asset management for private investors."},{"domain":"blue3investimentos.com.br","name":"Blue3","country":"BR","city":"Baganga","headcount":"501-1000","leaf":"wealth_management_general","summary":"Blue3 is a wealth management and financial planning service in Brazil that offers tiered investment advisory for private investors."},{"domain":"funcef.com.br","name":"FUNCEF","country":"BR","city":null,"headcount":"501-1000","leaf":"salary_assignment_lending","summary":"FUNCEF is a service provider that manages employee benefit and pension plans for CAIXA employees."},{"domain":"libertainvestimentos.com.br","name":"Liberta Investimentos","country":"BR","city":"Dadus","headcount":"201-500","leaf":"wealth_management_general","summary":"Liberta Investimentos is an investment advisory service in Brazil that provides wealth management, financial education and asset management for individuals and ."},{"domain":"valorinvestimentos.com.br","name":"Valor Investimentos","country":"BR","city":"Rio de Janeiro","headcount":"201-500","leaf":"wealth_management_general","summary":"Valor Investimentos is an investment advisory company in Brazil that provides investment consulting and distributes financial products from major financial inst."},{"domain":"opportunity.com.br","name":"Opportunity","country":"BR","city":"Ipanema","headcount":"201-500","leaf":"wealth_management_general","summary":"Opportunity is an asset management company in Brazil that provides wealth management, private equity, and real estate investment for investors."},{"domain":"guide.com.br","name":"Guide Investimentos","country":"BR","city":"São Paulo","headcount":"201-500","leaf":"wealth_management_general","summary":"Guide Investimentos is an investment advisory service in Brazil that offers asset management and exclusive funds for clients of all profiles."},{"domain":"galapagoscapital.com","name":"Galapagos Capital","country":"BR","city":"Miami","headcount":"201-500","leaf":"wealth_management_general","summary":"Galapagos Capital is an international financial services firm that provides asset management, wealth management, investment banking and investment solutions for."},{"domain":"enforcegroup.com.br","name":"Enforce","country":"BR","city":"Campinas","headcount":"201-500","leaf":"private_equity_firms","summary":"Enforce is an asset management company, a subsidiary of BTG Pactual, that buys, structures, manages and sells stressed and opportunistic assets for funds, inves."},{"domain":"svninvestimentos.com.br","name":"SVN Investimentos","country":"BR","city":"Maringá","headcount":"201-500","leaf":"wealth_management_general","summary":"SVN Investimentos is an investment advisory firm that provides personalized investment advisory, corporate services, and financial solutions for agribusiness to."},{"domain":"oliveiratrust.com.br","name":"Oliveira Trust","country":"BR","city":"Barra da Tijuca","headcount":"201-500","leaf":"other_wealth_management_investment","summary":"Oliveira Trust is a fiduciary services provider in Brazil that administers funds, holds title registration and custody, and offers bookkeeping and securities se."}],"as_of":"2026-11-04","updated_at":"2026-11-03","hash":"c36283a96a8fd551","index_tier":2}