Asset Management · Sao Paulo, India

Best Asset Management Companies in Sao Paulo, Brazil

Updated 2026-06-24 · Ranked by funding & momentum

67 indexable Asset Management companies headquartered in Sao Paulo, Brazil, ranked by total equity funding and recent funding momentum. Combined disclosed equity funding of $3.3B across 1 funded companies.

67
Companies
$3.3B
Total Funding
1
Funded
0
Unicorns
0
Rounds (90d)

Ranked: Best Asset Management companies in Sao Paulo

#CompanyFundingValuationStage Latest roundEmployeesFoundedMomentum
1 XP
Provider of investment consulting services
$3.3B Public Post IPO Aug 2022 2001
2 JIVE
Diversified asset management firm
Seed Seed Jun 2021 2010
3 Perfin
Wealth management firm
Seed Seed Jun 2021 55 2007
4 Giant Steps Capital
Provider of quantitative investment strategies and fund management
Seed Seed Jun 2021 2012
5 modalmais
Investment management firm
Seed Seed Jun 2020 560 2015
6 GPS
Wealth management firm
Acquired PE 2011 120 2011
7 3A Investimentos
Provider of investment advisory services, financial planning, and wealth management
Funding Raised 2010
8 Altera Capital
Provider of investment portfolio management, fund investments, and asset consolidation
Unfunded 2024
9 Artesanal Investimentos
Provider of investment fund management services focused on credit markets
Unfunded 2008
10 Ascenda Investimentos
Financial services company that provides personalized wealth management solutions
Unfunded 2023
11 Asset
Investment company offering consistent returns through active strategies
Unfunded 19 2020
12 Atlas Invest
Provider of financial advisory services
Unfunded 2008
13 Atom Par
Proprietary trading firm
Unfunded 26 1994
14 B.Side Investimentos
Provider of investment management services
Unfunded 2020
15 Banco Genial
M&A advisory firm focused on multiple sectors
Unfunded 1981
16 BR Partners
Investment bank & corporate advisory firm focused on multiple sectors
Public 2009
17 Bradesco Asset
Provider of asset management and financial services
Unfunded 2001
18 Bradespar
Provider of investment management services
Public 2000
19 BRL TRUST
Investment management firm
Acquired 2005
20 Capitania Investimentos
Provider of financial advisory services
Unfunded 2003
21 Captalys
Investment management firm
Funding Raised 160 2010
22 Consenso Aconselhamento Patrimonial
Provider of wealth management services
Acquired 60 2003
23 Constellation
Asset management firm
Unfunded 1998
24 CX3 Investimentos
Provider of financial planning, consulting, and asset management services
Unfunded 2010
25 Devant Asset
Provider of investment strategies focused on real estate, credit, and agriculture
Unfunded 2016
26 Dorset Capital
Private equity fund focused on multiple sectors
Unfunded 2010
27 Enforce
Provider of investment and asset management solutions, with a focus on real estate and corporate finance
Unfunded 2016
28 Fami Capital
Provider of financial services
Unfunded 2023
29 Fineggi Capital
Corporate advisory firm focused on multiple sectors
Unfunded 2017
30 G5 Partners
Venture capital and private debt fund investing across multiple sectors
Unfunded 2007
31 Genoa Capital
Specializing in investment management services
Unfunded 2019
32 GeoCapital
Diversified asset management firm
Unfunded 2013
33 GM Venture
Diversified investment management firm
Unfunded 2006
34 HIX
Diversified asset management firm
Unfunded 2012
35 IG4 Capital
Diversified asset management firm
Unfunded 2016
36 InDev Capital
Real asset advisory and merchant banking firm
Unfunded 2010
37 Lakewood Investment Management
Provider of wealth management services
Unfunded 2015
38 Lanx Capital
Private equity and venture capital investment fund
Unfunded 2003
39 Legend
Provider of wealth management, legal, assets, and capital solutions
Unfunded 2020
40 Lifetime Investimentos
Provider of investment advisory, asset management, and financial planning services
Unfunded 2011
41 Lumina Capital Management
Diversified investment management firm
Unfunded 2022
42 Managrow
Full-service corporate advisory firm
Unfunded 2007
43 Newfoundland Capital Management
Hedge funds focused on multiple strategies
Unfunded 2009
44 Octante
Diversified investment management firm
Unfunded 2008
45 Oikos
Provider of wealth management services with a focus on family offices.
Unfunded 2020
46 One Partners
M&A and strategic advisory firm focused on multiple sectors
Unfunded 2017
47 Oryx Capital
Provides investment forecasting services and offers insights and assistance to asset managers, removing barriers to entry
Unfunded 2022
48 Persevera
Asset management firm
Unfunded 11 2018
49 Portofino Multi Family Office
Multi-family office providing wealth planning solutions and investment management services
Unfunded 2012
50 Pragma
Diversified asset management firm
Unfunded 2007

Top 12 Asset Management companies in Sao Paulo

#1
XP Public
$3.3B Raised
expand_more
location_onSao Paulo, State of Sao Paulo
Founded
2001
Funding raised
$3.3B
Stage
Public

In 2022, the company recorded annual revenues of $2.65B and a net profit of $0.69B.

Funding rounds (3 disclosed of 4)
Round Date Amount
Post IPO Aug 2022 $100M
Post IPO Apr 2022 $1.6B
Post IPO Jun 2021 Undisclosed
Post IPO 2019 $1.6B
Tech stack
advanced custom fieldsakamaiakamai mpulseamazon s3amazon web servicesanimate.css+14
#2
JIVE Seed
expand_more
location_onSao Paulo, State of Sao Paulo
Founded
2010
Stage
Seed

Diversified asset management firm

Funding rounds
Round Date Amount
Seed Jun 2021 Undisclosed
Investors
Tech stack
google mapsubuntubootstrapamazon web servicesnginxowl carousel+7
#3
Perfin Seed
55 Employees
expand_more
location_onSao Paulo, State of Sao Paulo
Founded
2007
Employees
55
Stage
Seed

Wealth management firm

Funding rounds
Round Date Amount
Seed Jun 2021 Undisclosed
Founders & key people
Tech stack
cloudflarecloudflare browser insightsgoogle font apihttp/3mailchimpmicrosoft 365+7
#4
expand_more
location_onSao Paulo, State of Sao Paulo
Founded
2012
Stage
Seed

Provider of quantitative investment strategies and fund management. It utilizes artificial intelligence and advanced data analysis to identify investment opportunities across various markets. The firm offers multiple fund options, including multi-market and retirement funds, each employing distinct quantitative approaches. Investment strategies focus on identifying market inefficiencies and leveraging computational p

Funding rounds
Round Date Amount
Seed Jun 2021 Undisclosed
Investors
Tech stack
amazon web servicescart functionalitygoogle workspacehstsnext.jsnext.js app router+8
#5
modalmais Seed
560 Employees
expand_more
location_onSao Paulo, State of Sao Paulo
Founded
2015
Employees
560
Stage
Seed

Investment management firm

Funding rounds
Round Date Amount
Seed Jun 2020 Undisclosed
Founders & key people
Investors
Tech stack
akamaiakamai mpulseamazon sesamazon web servicesboomerangbootstrap+14
#6
GPS Acquired
120 Employees
expand_more
location_onSao Paulo
Founded
2011
Employees
120
Stage
Acquired

Wealth management firm

Funding rounds
Round Date Amount
PE 2011 Undisclosed
#7
3A Investimentos Funding Raised
expand_more
location_onSao Paulo, State of Sao Paulo
Founded
2010
Stage
Funding Raised

Provider of investment advisory services, financial planning, and wealth management. The company delivers solutions for optimizing financial well-being through diverse products and partnerships. It offers services such as succession and estate planning, aiming to organize and distribute assets. Additionally, the company provides guidance on risk management and financial strategies.

Founders & key people
Investors
Tech stack
contact form 7google analyticsgoogle font apigoogle workspacegsapjquery+14
#8
Altera Capital Unfunded
expand_more
location_onSao Paulo, State of Sao Paulo
Founded
2024
Stage
Unfunded

Provider of investment portfolio management, fund investments, and asset consolidation. The firm creates personalized portfolios based on individual financial profiles and objectives. It offers diversified funds covering fixed income, credit, and equity strategies. The company also provides consolidated views of investments across multiple financial institutions.

Tech stack
cloudflarecloudflare browser insightscookieyescore-jscrypto-jselementor+14
#9
expand_more
location_onSao Paulo, State of Sao Paulo
Founded
2008
Stage
Unfunded

Provider of investment fund management services focused on credit markets. The firm manages various funds, investing in fixed income assets and credit markets. The investment strategies aim to achieve returns through active management and market opportunities. The firm offers fund options with different investment objectives and risk profiles.

Founders & key people
Tech stack
cart functionalitycontact form 7cookie scriptcore-jsfont awesomegoogle analytics+14
#10
expand_more
location_onSao Paulo, State of Sao Paulo
Founded
2023
Stage
Unfunded

Ascenda Investimentos is a venture capital firm that provides financial planning and investment solutions to individuals and businesses in Brazil and globally. The company offers a range of services, including investment planning, financial planning, and wealth management, with the goal of helping clients achieve their financial goals and grow their wealth. With a strong focus on innovation and technology, Ascenda In

#11
Asset Unfunded
19 Employees
expand_more
location_onSao Paulo, State of Sao Paulo
Founded
2020
Employees
19
Stage
Unfunded

Investment company offering consistent returns through active strategies. It focuses on active investment strategies and possesses robust structures for investments, research, client service, risk management, and operations. The firm's team comprises highly qualified professionals with complementary expertise, driven by a competitive and meritocratic incentive model. They manage various investment funds, including mu

Tech stack
animate.cssapache http serverbuttonizercart functionalitycdnjscloudflare+14
#12
Atlas Invest Unfunded
expand_more
location_onSao Paulo, State of Sao Paulo
Founded
2008
Stage
Unfunded

Provider of financial advisory services

Founders & key people
Tech stack
cart functionalityflywheelgoogle font apihostingerhttp/3litespeed+11

Recent signals in Sao Paulo Asset Management

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Funding & investor landscape

Total raised
$3.3B
across these companies
Companies funded
1
with disclosed funding
Highest-funded
$3.3B raised

Most active investors

XP XP 3 investments in Asset Management BTG Pactual BTG Pactual 1 investment in Asset Management General Atlantic General Atlantic 1 investment in Asset Management Giant Steps Capital Giant Steps Capital 1 investment in Asset Management Itau BBA Itau BBA 1 investment in Asset Management Julius Baer Julius Baer 1 investment in Asset Management Sightway Capital Sightway Capital 1 investment in Asset Management UBS UBS 1 investment in Asset Management

Notable founders in Sao Paulo Asset Management

KK Kiran Kumar Co-Founder Perfin
IC Igor Cavaca Founder | Head of Asset Management Altera Capital

Frequently asked questions

How many Asset Management companies are there in Sao Paulo, Brazil?
Radar tracks 67 indexable Asset Management companies headquartered in Sao Paulo, Brazil that meet our profile-completeness bar.
What is the total funding raised by Asset Management companies in Sao Paulo, Brazil?
The Asset Management companies in Sao Paulo, Brazil on this list have raised a combined $3.3B in disclosed equity funding across 1 funded companies.
Which is the highest-funded Asset Management company in Sao Paulo, Brazil?
XP is the highest-funded Asset Management company in Sao Paulo, Brazil, with $3.3B in disclosed equity funding.
How many Asset Management companies in Sao Paulo, Brazil are funded?
1 of the 67 Asset Management companies in Sao Paulo, Brazil on this list have disclosed at least one equity funding round.
How many Asset Management unicorns are there in Sao Paulo, Brazil?
None of the Asset Management companies in Sao Paulo, Brazil on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Sao Paulo, Brazil Asset Management companies?
The most active investors in Sao Paulo, Brazil Asset Management companies on this list include XP, BTG Pactual, General Atlantic, Giant Steps Capital, Itau BBA.

Rankings are computed by Radar (Fliar BI) from the Radar company master and are updated periodically. Funding and momentum scores use disclosed equity-funding data only. Figures may lag private rounds. Last updated 2026-06-24.

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