July 2026
Largest Wealth Management Public Companies in Brazil
Benchmark revenue and EBITDA valuation multiples for public comps like
Banco BTG Pactual, XP Investimentos, Patria Renda Urbana FII, Fundo Invest Imobiliario Shopping Parque Dom Pedro and Fundo DE Investimento.
 | Banco BTG Pactual S.A. is a Brazil-based banking firm. It offers financial products and services regarding commercial, investments, credit, financing, capital leases, insurance, and foreign exchange portfolios, among others, in the country and several locations abroad. | -- | -- | $38B | $51B | 5.0x | - | ||
| XP Inc is a Cayman Island-based technology-driven financial services platform. It is a provider of low-fee financial products and services in Brazil. The company evaluates its business through a single segment such as monitoring operations, making decisions on fund allocation, and evaluating the performance. It generates revenue through the Brokerage commission. | $17 | +3% | $8.6B | $15B | 4.2x | 11.7x | ||
| Patria Renda Urbana - Fundo De Investimento Imobiliario Resp Ltd formerly Credit Suisse Hedging-Griffo CV SA is engaged in the development of urban real estate projects for institutional and commercial use, that potentially generate income through sale, lease, or rental, prioritizing the acquisition of institutional or commercial real estate projects other than office buildings, shopping malls, or logistics facilities. | $25 | +5% | $576M | $514M | 11.0x | 13.5x | ||
| Fundo Invest Imobiliario Shopping Parque D Pedro, formerly Fundo de Investimento Imobiliario Shopping Parque D Pedro is a real estate investment fund. | $271 | -- | $389M | $389M | - | - | ||
| Fundo DE Investimento Imobiliario VBI Prime Properties is a real estate investment trust in the commercial buildings segment. | $14 | -1% | $383M | $366M | 8.5x | 7.3x | ||
| Rbr Alpha Multiestrategia Real Estate Fundo DE Inv Imob, formerly RBR Alpha Fundo de Fundos Fundo de Investimento Imobiliario is a real estate investment trust engaged in real estate sector. | $2 | +26% | $215M | $215M | 29.5x | - | ||
| Valora Cri Indice DE Preco Fundo DE Investimento Imobiliario is a closed-end fund. | $16 | 0% | $184M | $184M | 7.6x | - | ||
| Capitania HBC Renda Urbana Fundo de Invest Imobiliario Response Ltd formerly Hbc II Fundo De Investimento Imobiliario operates as a real estate investment fund. | $2 | +156% | $132M | $100M | 10.4x | 10.0x | ||
| Raizz Renda Logistica Fundo De Investimento Imobiliario formerly Fundo DE Investimento Imobiliario - BRL Prop II is a real estate investment trust. The company's purpose is to obtain income and capital gains through the exploration of real estate projects in the logistics sector. | $25 | +39% | $131M | $118M | 7.6x | 8.0x | ||
| AF Invest CRI Fundo DE Investimento Imobiliario Recebiveis Imobiliario invests resources in real estate projects to provide the shareholder with income and capital gains arising from investment, primarily in Target Assets and, secondarily, in Financial Investments. | $19 | +7% | $89M | $89M | 9.0x | - | ||
| Alianza Credito Imobiliario Fundo De Investimento Imobiliario formerly Sig Capital Recebiveis Pulverizados Fundo De Investimento Imobiliario is a Real Estate Investment Fund (FII) that operates in the Bonds and Securities area. | $1 | +413% | $29M | $29M | 15.7x | - | ||
| Fundo de Investimento BM Brascan Lajes Corporativas - FII is a real estate investment trust. The Fund aims to invest in real estate developments, through the acquisition and exploitation of commercial properties, ready or under construction, land, parking spaces or other types of properties where commercial enterprises can be developed. | $20 | +4% | $20M | $20M | - | - | ||
| Warren Securities Fundo De Investimento Imobiliario Fii is a closed-end fund. The Fund aims to generate income and capital gains through long term real estate investments, seeking appreciation and profitability. | -- | -- | $668K | $668K | - | - | ||
| Median | $17 | +6% | $184M | $184M | 8.7x | 10.0x |
Financial data powered by FactSet and Morningstar. Valuation multiples as of current fiscal year. For more data, start your free trial here.
Start Your
Free Trial Today
Try Multiples for free for 3 days. Got questions or need a demo? Schedule a call with us below.