Radar · Asset Management in State of Sao Paulo
Best Asset Management Companies in State of Sao Paulo, Brazil
The 69 best Asset Management companies in State of Sao Paulo, Brazil in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: XP.
By Rohit KhannaTrends & Stories
69companies tracked
$3.3Bdisclosed funding
0unicorns
5have raised
Ranked: Best Asset Management companies in State of Sao Paulo
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | XP Provider of investment consulting services | $3.3B | 46 mo ago | Public | Roberto Schott Managing Director | 2001 | WordPressMySQLPHP+24 | 1 job opening |
| 2 | JIVE Diversified asset management firm | — | 60 mo ago | Seed | Alexandre Cruz Founder | 2010 | — | — |
| 3 | Perfin Wealth management firm | — | 60 mo ago | Seed | Kiran Kumar Co-Founder | 2007 | WordPressMySQLPHP+10 | 1 partnership |
| 4 | Giant Steps Capital Provider of quantitative investment strategies and fund management | — | 60 mo ago | Seed | Christian Iveson Co-Founder | 2012 | WordPressMySQLPHP+22 | 1 job opening |
| 5 | modalmais Investment management firm | — | 72 mo ago | Seed | Rodrigo Puga CEO | 2015 | WordPress Block EditorCart FunctionalityWordPress+26 | — |
| 6 | 3A Investimentos Provider of investment advisory services, financial planning, and wealth management | — | — | Funding Raised | Thiago Penna CEO | 2010 | WordPressPleskMySQL+19 | — |
| 7 | Altera Capital Provider of investment portfolio management, fund investments, and asset consolidation | — | — | Unfunded | Igor Cavaca Founder | Head of Asset Management | 2024 | WordPressMySQLPHP+24 | — |
| 8 | Artesanal Investimentos Provider of investment fund management services focused on credit markets | — | — | Unfunded | Raphael Galhano Founder | 2008 | Cart FunctionalityWordPressMySQL+23 | 1 partnership |
Top 5 Asset Management companies in State of Sao Paulo
#1
Public · Sao Paulo, State of Sao Paulo · founded 2001$3.3Braised▾
Public · Sao Paulo, State of Sao Paulo · founded 2001
In 2022, the company recorded annual revenues of $2.65B and a net profit of $0.69B.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 757k LinkedIn followers — 51.1% of this cohort's audience
Hiring: 1 hiring post in 12 mo (public) · hiring: Operations, Compliance
Funding rounds
- Aug 2022Post IPO$100M
- Apr 2022Post IPO$1.6B
- Jun 2021Post IPO—
- 2019Post IPO$1.6B
Founders & team
Investors
Itau BBA, General Atlantic, Giant Steps Capital
Tech stack
Advanced Custom FieldsAkamaiAkamai MpulseAmazon S3Amazon Web ServicesAnimate.Css
#2
Seed · Sao Paulo, State of Sao Paulo · founded 2010—raised▾
Seed · Sao Paulo, State of Sao Paulo · founded 2010
Diversified asset management firm
LinkedIn Pulse recent public activity · Jul 2026
Audience: 54k LinkedIn followers — 3.7% of this cohort's audience
Funding rounds
- Jun 2021Seed—
Founders & team
Investors
XP
Tech stack
Google MapsUbuntuBootstrapAmazon Web ServicesNginxOwl Carousel
#3
Seed · Sao Paulo, State of Sao Paulo · founded 2007 · 55 employees—raised▾
Seed · Sao Paulo, State of Sao Paulo · founded 2007 · 55 employees
Wealth management firm
LinkedIn Pulse recent public activity · Jul 2026
Audience: 14k LinkedIn followers
Activity: 1 partnerships · 1 awards (incl. ABVCAP and KPMG) announced in 12 mo
Funding rounds
- Jun 2021Seed—
Founders & team
Investors
BTG Pactual
Tech stack
CloudflareCloudflare Browser InsightsGoogle Font ApiHttp/3MailchimpMicrosoft 365
#4
Seed · Sao Paulo, State of Sao Paulo · founded 2012—raised▾
Seed · Sao Paulo, State of Sao Paulo · founded 2012
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 power for portfolio construction and risk management. These funds are designed to deliver consistent returns through a combination of technological expertise and rigorous risk management.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 20k LinkedIn followers
Hiring: 1 hiring post in 12 mo (public) · hiring: Engenheiro de Software Senior
Funding rounds
- Jun 2021Seed—
Founders & team
Investors
XP
Tech stack
Amazon Web ServicesCart FunctionalityGoogle WorkspaceHstsNext.JsNext.Js App Router
#5
Seed · Sao Paulo, State of Sao Paulo · founded 2015 · 560 employees—raised▾
Seed · Sao Paulo, State of Sao Paulo · founded 2015 · 560 employees
Investment management firm
Funding rounds
- Jun 2020Seed—
Founders & team
Investors
UBS
Tech stack
AkamaiAkamai MpulseAmazon SesAmazon Web ServicesBoomerangBootstrap
Funding & investor landscape
$3.3Btotal disclosed funding
1companies funded
3disclosed rounds
0rounds last 90 days
Most active investors
Notable founders
Rafael Gouvea
Partner · XP
Bruno Constantino
Partner · XP
Jouse Menedz
Owner · JIVE
Alexandre Cruz
Founder · JIVE
Kiran Kumar
Co-Founder · Perfin
Christian Iveson
Co-Founder · Giant Steps Capital
Flavio Terni
Co-Founder · Giant Steps Capital
Rodrigo Puga
CEO · modalmais
Prism market signals · Brazil · country-scoped Prism corpus, 1,514,220 docs
Market landscape — 10 sub-themes by coverage
Share of Asset Management coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
How many Asset Management companies are there in State of Sao Paulo, Brazil?
Radar tracks 69 indexable Asset Management companies headquartered in State of Sao Paulo, Brazil that meet our profile-completeness bar.
What is the total funding raised by Asset Management companies in State of Sao Paulo, Brazil?
The Asset Management companies in State of 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 State of Sao Paulo, Brazil?
XP is the highest-funded Asset Management company in State of Sao Paulo, Brazil, with $3.3B in disclosed equity funding.
How many Asset Management companies in State of Sao Paulo, Brazil are funded?
1 of the 69 Asset Management companies in State of Sao Paulo, Brazil on this list have disclosed at least one equity funding round.
How many Asset Management unicorns are there in State of Sao Paulo, Brazil?
None of the Asset Management companies in State of Sao Paulo, Brazil on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in State of Sao Paulo, Brazil Asset Management companies?
The most active investors in State of Sao Paulo, Brazil Asset Management companies on this list include XP, BTG Pactual, Cowrie Holdings, General Atlantic, Giant Steps Capital.
Rohit KhannaTrends & Stories
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.