Best Financial Services Companies in State of Sao Paulo, Brazil
The 161 best Financial Services 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.
Ranked: Best Financial Services companies in State of Sao Paulo
| # | Company | Disclosed funding | Last round | Stage | Founder | Employees | App-install YoY | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | 3A Investimentos Provider of investment advisory services, financial planning, and wealth management | — | — | Funding Raised | Thiago Penna CEO | — | — | — |
| 2 | Abfintechs Association of fin tech companies in Brazil | — | — | Unfunded | — | 24 | — | 1 partnership |
| 3 | ADVISIA OC&C Strategy Consultants Provider of business & management consulting services for investment industry | — | — | Unfunded | Michael Jary CEO | — | — | — |
| 4 | Afinz Provider of financial solutions, banking services, and insurance and assistance programs | — | — | Unfunded | Claudio Yamaguti CEO & President | 389 | — | 1 job opening |
| 5 | AgroPermuta Provider of farm loan services | — | — | Unfunded | Alex Kalef Co-Founder & CEO | — | — | — |
| 6 | Altera Capital Provider of investment portfolio management, fund investments, and asset consolidation | — | — | Unfunded | Igor Cavaca Founder | Head of Asset Management | — | — | — |
| 7 | Artesanal Investimentos Provider of investment fund management services focused on credit markets | — | — | Unfunded | Raphael Galhano Founder | — | — | 1 partnership |
| 8 | Ascenda Investimentos Financial services company that provides personalized wealth management solutions | — | — | Unfunded | Marcus Schonhorst W. Müller CEO | — | — | — |
Top 12 Financial Services companies in State of Sao Paulo
#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
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
#3
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
#4
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
#5
Series A · Sao Paulo, State of Sao Paulo · founded 2022$7.7Mraised▾
Provider of personal credit loan services
- Jan 2023Series A$7.7M
#6
Series B · Sao Paulo, State of Sao Paulo · founded 2015 · 261 employees$35Mraised▾
Trade management software suite for the capital market. It offers solutions for investment trust administration, back-office management, custodian, and more to managers, issuing companies, and non-resident investors. It offers solutions for registrar and transfer agent to registers investors, transactions with assets, records of pledges of assets, corporate events, and information relative to the title of the assets.
- Mar 2021Series B$35M
#7
Series A · Sao Paulo, State of Sao Paulo · founded 2018 · 161 employees$7.5Mraised▾
Provider of financial services
- Feb 2021Series A$6M
- Mar 2019Seed$1.5M
#8
Seed · Sao Paulo, State of Sao Paulo · founded 2020$1.9Mraised▾
Internet-first bank through partnered bank offering banking services to consumers and businesses. It offers online bank account openings, savings, payments, deposits, transfers, investments, loans, cash management, and more.
- Aug 2022Seed$1.9M
#9
Seed · Sao Paulo, State of Sao Paulo · founded 2020 · 9 employees$335.4Kraised▾
Provider of financial education programs for schools. It offers a system combining physical teaching materials and innovative technology, aligned with educational standards and based on behavioral economic psychology. The content is practical, relatable to students, and engaging. Programs are designed for all levels of basic education, with bilingual materials developed for each age group and implemented in just one hour of class per week. Resources are provided to make learning dynamic and interactive. The program aims to develop entrepreneurial skills, enhance socio-emotional intelligence, and foster healthy financial habits in students.
- Jun 2023Seed$250.8K
- Sep 2022Seed$84.6K
#10
Seed · Sao Paulo, State of Sao Paulo · founded 2018 · 28 employees$835.8Kraised▾
Fintech platform that offers credit and investment solutions to businesses. It is private credit platform that generates value by connecting companies with investors. It provides companies capital to grow and investors have access to several investment options with high profitability.
- Aug 2020Seed$407K
- Nov 2019Seed$428.8K
#11
Deadpooled · Sao Paulo, State of Sao Paulo · founded 2022$125Kraised▾
Provider of financial services
- 2022Seed$500K
#12
Acquired · Sao Paulo, State of Sao Paulo · founded 1988 · 99332 employees—raised▾
Itaú Unibanco Holding is a commercial bank. Their products and services include banking, investment banking, private equity, asset management, private banking, insurance, retail banking and credit cards. The company has operations worldwide. In 2022, the company recorded annual revenues of $53.17B and a net profit of $5.75B.
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
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