Best Financial Services Companies in Brazil
The 400 best Financial Services companies in Brazil in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: XP.
Financial Services in Brazil is moving fast, and this directory tracks 400 companies in the sector, ranked by disclosed equity funding and recent momentum. Total disclosed funding hits $6.1B across those 400 names, and one company explains most of that mass: XP sits at $3.3B, which is a different order of magnitude from Warren's $105M at second place. So when you're scanning this list, you're looking at a market with a clear capital heavyweight and a long tail of emerging challengers, from A5X at $38M down to VonFinch at $5M.
The broader market is forecast to reach roughly $88.7B by 2030 at a 9.9% CAGR, and the app-layer signal backs that trajectory: median install growth across financial services apps is running at about +23% YoY across 2,216 tracked apps. That's not noise. Regulatory compliance and cybersecurity concerns are the two structural factors shaping how firms here build and raise, and frankly I'd expect both to intensify given what we've seen globally, like Sebi's licence cancellation of Basan Financial Services over compliance failures. The most active investors in this space include XP itself, Across Capital, Banco do Brasil, and Caravela Capital. Coverage of quarterly financials is rising as a hot theme. The sector's live right now.
Ranked: Best Financial Services companies in Brazil
| # | Company | Disclosed funding | Last round | Stage | Employees | Founder | App-install YoY | Market signals (1y) | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | XP Provider of investment consulting services | $3.3B | 45 mo ago | Public | — | Roberto Schott Managing Director | — | — | 1 job opening |
| 2 | Banco Votorantim Private bank providing wealth management and investment banking services | $1.8B | 209 mo ago | Late Stage | — | Jose Morais Vice President | — | — | — |
| 3 | XP Diversified investment management firm | $273M | 122 mo ago | Public | 6,146 | Guilherme Benchimol Co-Founder & CEO | +15% | 3 signals ▼50% Announcements · Lawsuit · M&A | — |
| 4 | Chevrolet Servicos Financeiros Auto loans provider | $252M | 84 mo ago | Funding Raised | — | Daniel Berce CEO & President | — | — | — |
| 5 | Nelogica Technical analysis for trading in capital markets | $105M | 66 mo ago | Series D | 530 | Marcos Boschetti Co-Founder & CEO | +14% | — | 1 job opening |
| 6 | Warren Diversified investment management firm 78Funding top 26%Tech top 28%Talent top 28%Product top 35% All 9 signals ▾Fundingtop 26% Techtop 28% Talenttop 28% Producttop 35% Markettop 39% Moattop 39% Customerstop 44% Growthtop 45% Globalbottom 38% Funding: Raised $105M across 4 rounds · 4 rounds over 7 yrs (0.6/yr) Tech: 41 technologies across 6/8 capability areas · Cloud: Amazon Cloudfront, Amazon Ses rank vs industry peers · Fliar Intelligence Index 78/100 | $105M | 20 mo ago | Series C | 526 | Rodrigo Grundig Co-Founder | — | — | 1 partnership |
| 7 | A5X Company seeking to establish a derivatives exchange, aiming to transform the country's financial market by… | $38M | 9 mo ago | Series C | — | Nilson Monteiro Co-Founder | — | — | 1 partnership |
| 8 | Tecnologia Bancaria Provider of white label ATM services | $36M | 93 mo ago | Late Stage | 8,000 | Patricio Santelices CEO | — | — | — |
| 9 | Vórtx Trade management software suite for the capital market | $35M | 62 mo ago | Series B | 261 | — | — | — | — |
| 10 | e-Auditoria Provider of tax credit recovery and auditing services | $25M | 45 mo ago | Series B | 134 | Frederico Amaral CEO | — | — | — |
| 11 | Akad Seguros Provider of insurance solutions that are simple, fair, and personalized | $22M | 26 mo ago | Series A | 196 | Monique Oliveira Co-Founder | — | — | — |
| 12 | Csdbr Provider of financial asset registration, depository, and settlement services | $19M | 10 mo ago | Series B | 143 | Edivar Queiroz Filho CEO | — | — | 4 job openings |
| 13 | CheckOk Provider of credit verification, analysis, and debt collection services | $16M | 26 mo ago | Early Stage | — | — | — | — | — |
| 14 | Juvo Credito Provider of personal credit loan services | $8M | 40 mo ago | Series A | — | Steve Polsky CEO | — | — | — |
| 15 | Monkey Provider of financial services | $8M | 64 mo ago | Series A | 161 | Felipe Adorno Co-Founder | — | — | — |
| 16 | Turn2C Provider of a sales platform for consortium products | $7M | 27 mo ago | Seed | 34 | Thiago Almeida Co-Founder | — | — | 1 expansion |
| 17 | VonFinch Provider of investment management services | $5M | 6 mo ago | Series A | — | — | — | — | — |
| 18 | EDANBANK Internet-first bank through partnered bank offering banking services to consumers and businesses | $2M | 45 mo ago | Seed | — | Eduardo Silva Founder & CEO | — | — | — |
| 19 | Supper Certo Insurance brokerage firm that offers a range of insurance products, including auto, motorcycle, utility, and… | $2M | 20 mo ago | Seed | — | José Melo Ceo | — | — | — |
| 20 | bitgov Provider of financial services | $2M | 30 mo ago | Seed | 5 | Eder Freddi CEO | — | — | — |
| 21 | Ulend Fintech platform that offers credit and investment solutions to businesses | $836K | 69 mo ago | Seed | 28 | Beatriz Antibero Co-Founder | — | — | — |
| 22 | Inklo Provider of credit analysis produced for patients | $729K | 35 mo ago | Seed | 2 | Igor Dazevedo Co-Founder & CEO | — | — | — |
| 23 | BomConsórcio Online lending platform for consumer loans | $647K | 86 mo ago | Seed | 34 | Claudio Oliveira Founder & COO | — | — | — |
| 24 | FORME Provider of financial education programs for schools | $335K | 35 mo ago | Seed | 9 | Bruno Lewis Co-Founder & CEO | — | — | — |
| 25 | Kapstar Provider of financial services | $125K | 48 mo ago | Deadpooled | — | Eryk Vieira Co-Founder | — | — | — |
Top 12 Financial Services companies in Brazil
#1
Series C · Sao Paulo, State of Sao Paulo · founded 2023$37.6Mraised▾
A5X is a new Brazilian stock exchange focused on derivatives, aiming to transform the country's financial market. The company is a result of the vision of two former XP Inc. executives who seek to establish a new player in the sector. With its launch planned for 2026, A5X aims to provide a unique platform for derivatives trading, offering a new perspective for investors and financial institutions.
- Sep 2025Series C$37.6M
- Jan 2025Series B—
#2
Series A · Colorado, State of Parana · founded 2016$5.3Mraised▾
VonFinch Capital is a real estate investment firm specializing in value-add multifamily properties. The company provides clients with cash flow and tax-advantaged investments through a fully-integrated platform. With a focus on passive investing, VonFinch Capital aims to simplify the process of investing in real estate for individuals and families.
- Dec 2025Series A$3.1M
- May 2025Seed$1.1M
- Dec 2024Seed$1.1M
#3
Series B · Brazil · founded 2018 · 143 employees$18.5Mraised▾
Provider of financial asset registration, depository, and settlement services. This entity offers a platform for registering, controlling positions, and calculating investment values for financial assets, securities, and insurance transactions. It also provides deposit and settlement platforms built with advanced technology and security features. The company is a clearinghouse, facilitating the efficient and secure transfer of financial assets. Services are designed to reduce transaction complexity and enhance transparency and security for market participants.
- Aug 2025Series B$18.5M
#4
Series C · Porto Alegre, Rio Grande do Sul · founded 2014 · 526 employees$104.5Mraised▾
Diversified investment management firm
- Oct 2024Series C—
- Jun 2022Series C$21M
- Apr 2021Series C$55.1M
- Jul 2020Series B$22.5M
#5
Public · Sao Paulo, State of Sao Paulo · founded 2001$3.3Braised▾
In 2022, the company recorded annual revenues of $2.65B and a net profit of $0.69B.
- Aug 2022Post IPO$100M
- Apr 2022Post IPO$1.6B
- Jun 2021Post IPO—
- 2019Post IPO$1.6B
#6
Series A · Sao Paulo, State of Sao Paulo · founded 2012 · 196 employees$22.5Mraised▾
Provider of insurance solutions that are simple, fair, and personalized. They aim to provide simple, fair, and personalized insurance options to their customers.
- Apr 2024Series A$22.5M
#7
Seed · Sao Paulo, State of Sao Paulo · founded 2021$1.8Mraised▾
Supper Certo Seguros is a Brazilian insurance company that offers a range of insurance products and services, including personal and commercial automotive, motorcycle, and truck insurance, as well as life and health insurance. The company provides coverage for various types of vehicles and also offers specialized insurance products for high-risk drivers and businesses.
- Sep 2024Seed$1.8M
#8
Late Stage · Sao Paulo · founded 1988$1.8Braised▾
Banco Votorantim is a private bank which provides investment banking and wealth management services. It offers services such as structuring, valuations, public offerings etc.
- Jan 2009PE$1.8B
#9
Early Stage · Barueri, Sao Paulo · founded 1999$16.1Mraised▾
Provider of credit verification, analysis, and debt collection services
#10
Seed · Barueri, Sao Paulo · founded 2021 · 34 employees$6.7Mraised▾
Provider of a sales platform for consortium products. This platform uses artificial intelligence to predict contemplation and streamline the sales process. It integrates with multiple consortium administrators, offering a centralized system for managing proposals, clients, and commissions. The platform includes tools such as a reduced-payment simulator, automated billing and bidding, and educational materials. A white-label option allows for customized branding. The platform also provides a strategic dashboard for performance monitoring and structured proposal generation. Support options are available.
- Mar 2024Seed$5M
- Jun 2022Seed$1.7M
#11
Funding Raised · Sao Paulo, Brazil · founded 2013$251.6Mraised▾
Auto loans provider
- Jun 2019Conventional Debt$124.1M
- Dec 2018Conventional Debt$127.5M
#12
Public · Rio de Janeiro, State of Rio de Janeiro · founded 2001 · 6146 employees$273Mraised▾
Diversified investment management firm. It offers a wide range of services include Equities, Fixed Income, Mutual Funds and ETFs, Pension Planning, Wealth Management, Life Insurance, Risk Management and Real Estate Funds.
- Apr 2016PE$44M
- Feb 2013PE$171M
- Nov 2010PE$58M
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Financial Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
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.