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23 Best Brazil Based Wealth Management Startups and Companies 2021

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

Warren Brasil

Crunchbase Website Twitter Facebook Linkedin

Warren is an investment platform that simplifies finances and transforms the habit of investing.

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.

BTG Pactual

Monetus

Crunchbase Website Twitter Facebook Linkedin

Monetus is a fintech that enables employers to offer financial wellness, compensation, and benefits advice.

BTG Pactual

Vitreo

Crunchbase Website Twitter Facebook Linkedin

Wealth Management Fintech

BTG Pactual

XP Inc

Crunchbase Website Twitter Facebook Linkedin

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

BTG Pactual

Banco BBM

Crunchbase Website Twitter Facebook Linkedin

Banco BBM is a provider of private and corporate credit banking solutions.

BTG Pactual

Leve

Crunchbase Website Twitter Facebook Linkedin

Investment App – Stocks, Crypto and more for the Brazilian market

BTG Pactual

Sispro

Crunchbase Website Twitter Facebook Linkedin

Sispro provides innovative ERP cloud solutions, tax solutions, CRM, wealth management, contract management and people management solutions.

BTG Pactual

XAP! Consignado

Crunchbase Website Twitter Facebook Linkedin

International P2P Lending by WhatsApp.

BTG Pactual

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.

BTG Pactual

Necton

Crunchbase Website Twitter Facebook Linkedin

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

BTG Pactual

Perfin

Crunchbase Website Twitter Facebook Linkedin

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

BTG Pactual

FDX FINANÇAS EMPRESARIAIS

Crunchbase Website Twitter Facebook Linkedin

FDX FINANÇAS EMPRESARIAIS acts in an innovative way in the ecosystem of Financial Management and Consulting for Micro and Small companies.

BTG Pactual

Members Trust Company

Crunchbase Website Twitter Facebook Linkedin

Members Trust Company provides trust and investment services for individuals and their families in the United States.

BTG Pactual

Levante

Crunchbase Website Twitter Facebook Linkedin

Levante engages in financial investment management services.

BTG Pactual

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.

BTG Pactual

Ceres

Crunchbase Website Twitter Facebook Linkedin

Ceres is an administration of benefit plans, that offers pension management and the other part to investment management.

BTG Pactual

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.

BTG Pactual

Planner Corretora de Valores

Crunchbase Website Twitter Facebook Linkedin

Planner Corretora de Valores offers stock market, redwood planner, investment banking/funds, resource & wealth management advisory services.

BTG Pactual

Julius Baer Family Office

Crunchbase Website Twitter Facebook Linkedin

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

BTG Pactual

SRM Asset

Crunchbase Website Twitter Facebook Linkedin

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

BTG Pactual

Mogno Capital

Crunchbase Website Twitter Facebook Linkedin

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

BTG Pactual

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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