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
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.
XP Inc
Crunchbase Website Twitter Facebook Linkedin
XP Inc has companies on different fronts, from education to investment, to improve people’s financial lives.
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.
Necton
Crunchbase Website Twitter Facebook Linkedin
Necton offers strategy, research and analytics on investment, funding, brokerage and share capital markets.
Perfin
Crunchbase Website Twitter Facebook Linkedin
Perfin is an investment company that offers risk management, wealth management, and asset management services.
Levante
Crunchbase Website Twitter Facebook Linkedin
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.
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.
Julius Baer Family Office
Crunchbase Website Twitter Facebook Linkedin
Julius Baer Family Office offers wealth management, investments, and financial services.
SRM Asset
Crunchbase Website Twitter Facebook Linkedin
SRM Asset offers investment funds, cash flow solutions and foreign trade services.
Mogno Capital
Crunchbase Website Twitter Facebook Linkedin
Mogno Capital provides asset management, wealth management, digital mahogany, and real state consulting services.
Ethimos Group
Crunchbase Website Twitter Facebook Linkedin
Ethimos Group is a financial company that provides investment advice and wealth management.
