This article showcases our top picks for the best Brazil 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 Brazil Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Warren Brasil
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Warren is an investment platform that simplifies finances and transforms the habit of investing.
BTG Pactual
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BTG Pactual is a Brazilian financial company that operates in the markets of investment banking, wealth management, and asset management.
Monetus
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Monetus is a fintech that enables employers to offer financial wellness, compensation, and benefits advice.
XP Inc
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XP Inc has companies on different fronts, from education to investment, to improve people’s financial lives.
Banco BBM
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Banco BBM is a provider of private and corporate credit banking solutions.
Leve
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Investment App – Stocks, Crypto and more for the Brazilian market
Sispro
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Sispro provides innovative ERP cloud solutions, tax solutions, CRM, wealth management, contract management and people management solutions.
Poupa Certo
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Poupa Certo is a mobile application that provides solutions for ore savings of their pocket for financial health.
Necton
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Necton offers strategy, research and analytics on investment, funding, brokerage and share capital markets.
Perfin
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Perfin is an investment company that offers risk management, wealth management, and asset management services.
FDX FINANÇAS EMPRESARIAIS
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FDX FINANÇAS EMPRESARIAIS acts in an innovative way in the ecosystem of Financial Management and Consulting for Micro and Small companies.
Members Trust Company
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Members Trust Company provides trust and investment services for individuals and their families in the United States.
Levante
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Levante engages in financial investment management services.
Harvard Business School Alumni Angels of Brazil
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The HBS Angels’ goal is to support and strengthen the startups ecosystem through direct investment in companies.
Ceres
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Ceres is an administration of benefit plans, that offers pension management and the other part to investment management.
Oliverio Advogados
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Oliverio Advogados is a young and prominent Brazilian firm based in Sao Paulo that provides legal advice for startups and tech companies.
Planner Corretora de Valores
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Planner Corretora de Valores offers stock market, redwood planner, investment banking/funds, resource & wealth management advisory services.
Julius Baer Family Office
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Julius Baer Family Office offers wealth management, investments, and financial services.
SRM Asset
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SRM Asset offers investment funds, cash flow solutions and foreign trade services.
Mogno Capital
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Mogno Capital provides asset management, wealth management, digital mahogany, and real state consulting services.
Ethimos Group
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Ethimos Group is a financial company that provides investment advice and wealth management.
