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14 Best São Paulo Based Wealth Management Startups and Companies 2021

This article showcases our top picks for the best São Paulo based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups and companies for exceptional performance in one of these categories:

  • Innovation
    • Innovative ideas
    • Innovative route to market
    • Innovative product
  • Growth
    • Exceptional growth
    • Exceptional growth strategy
  • Management
  • Societal impact

Top São Paulo Wealth Management Startups

Data sourced from Crunchbase and SemRush.

BTG Pactual

BTG Pactual

Crunchbase Website Twitter Facebook Linkedin

BTG Pactual is a Brazilian financial company that operates in the markets of investment banking, wealth management, and asset management.

Vitreo

Vitreo

Crunchbase Website Twitter Facebook Linkedin

Wealth Management Fintech

Vitreo

XP Inc

Crunchbase Website Twitter Facebook Linkedin

XP Inc has companies on different fronts, from education to investment, to improve people’s financial lives.

Vitreo

XAP! Consignado

Crunchbase Website Twitter Facebook Linkedin

International P2P Lending by WhatsApp.

Vitreo

Poupa Certo

Crunchbase Website Twitter Facebook Linkedin

Poupa Certo is a mobile application that provides solutions for ore savings of their pocket for financial health.

Vitreo

Necton

Crunchbase Website Twitter Facebook Linkedin

Necton offers strategy, research and analytics on investment, funding, brokerage and share capital markets.

Vitreo

Perfin

Crunchbase Website Twitter Facebook Linkedin

Perfin is an investment company that offers risk management, wealth management, and asset management services.

Vitreo

Levante

Crunchbase Website Twitter Facebook Linkedin

Levante engages in financial investment management services.

Vitreo

Harvard Business School Alumni Angels of Brazil

Crunchbase Website Twitter Facebook Linkedin

The HBS Angels’ goal is to support and strengthen the startups ecosystem through direct investment in companies.

Vitreo

Oliverio Advogados

Crunchbase Website Twitter Facebook Linkedin

Oliverio Advogados is a young and prominent Brazilian firm based in Sao Paulo that provides legal advice for startups and tech companies.

Vitreo

Julius Baer Family Office

Crunchbase Website Twitter Facebook Linkedin

Julius Baer Family Office offers wealth management, investments, and financial services.

Vitreo

SRM Asset

Crunchbase Website Twitter Facebook Linkedin

SRM Asset offers investment funds, cash flow solutions and foreign trade services.

Vitreo

Mogno Capital

Crunchbase Website Twitter Facebook Linkedin

Mogno Capital provides asset management, wealth management, digital mahogany, and real state consulting services.

Vitreo

Ethimos Group

Crunchbase Website Twitter Facebook Linkedin

Ethimos Group is a financial company that provides investment advice and wealth management.

Written by Tenner Smith

Tenner Smith - I have experience in financial intelligence and automated intelligence. In industry I have worked on artificial intelligence and machine learning. Tenner Smith is a reporter at DF media.

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