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AI Visibility Index · September 2026

Financial advisors in São Paulo that AI assistants recommend

We asked ChatGPT, Claude and Gemini the four questions a buyer asks when looking for financial advisors in São Paulo, three times each, in Portuguese, and counted who they named. These are the businesses named in two or more of the 36 answers.

Check whether AI names youSee the ranking

Names are printed as the assistants wrote them. We have not checked that any of them is good, open, or real.

Financial advisors · São Paulo
44%of answers named XP Investimentos
Answers
36
Businesses named
38
Named only once
14
Named by 2+ assistants
14 of 24
Named again on a rerun
50%

Edition September 2026. Download the data

Asked for financial advisors in São Paulo, ChatGPT, Claude and Gemini most often named XP Investimentos (44% of answers), BTG Pactual (39%) and Planejar (19%). Across 36 answers they named 38 different businesses, 14 of them only once. Each of four buyer questions was asked three times, in Portuguese, in September 2026.

The ranking

The AI Recommendation Rate is the fraction of the 36 answers that named a business. The range under it is a 95% confidence interval: where two ranges overlap, the gap between those businesses could be chance.

Financial advisors in São Paulo named by AI assistants, September 2026
#BusinessAI Recommendation RateChatGPTClaudeGeminiQuestionsAvg. position
1XP InvestimentosAlso written XP Private, XP Private/WealthIs this your business?44%95%: 30 to 60%33%25%75%3 of 42.1
2BTG PactualAlso written BTG Pactual Wealth ManagementIs this your business?39%95%: 25 to 55%17%25%75%3 of 42.1
3PlanejarAlso written Planejar Consultoria FinanceiraIs this your business?19%95%: 10 to 35%17%17%25%3 of 42.1
4Itaú Private BankIs this your business?17%95%: 8 to 32%8%25%17%1 of 42.3
5Guide InvestimentosIs this your business?17%95%: 8 to 32%0%0%50%2 of 43
6Genial InvestimentosIs this your business?17%95%: 8 to 32%0%0%50%2 of 44.3
7WarrenAlso written Warren InvestimentosIs this your business?14%95%: 6 to 29%33%8%0%3 of 42.2
8Vinci PartnersIs this your business?14%95%: 6 to 29%0%25%17%1 of 45.6
9TurimAlso written Turim MFOIs this your business?11%95%: 4 to 25%25%0%8%1 of 41
10G5 PartnersIs this your business?11%95%: 4 to 25%25%0%8%1 of 42.3
11MagnetisIs this your business?11%95%: 4 to 25%17%0%17%3 of 42.8
12Julius BaerAlso written Julius Baer Brasil, Julius Baer Family OfficeIs this your business?11%95%: 4 to 25%17%17%0%1 of 44.3
13Bradesco Private BankIs this your business?11%95%: 4 to 25%0%17%17%1 of 44.8
14Santander Private BankingIs this your business?11%95%: 4 to 25%0%17%17%1 of 45.8
15Par MaisAlso written ParMaisIs this your business?8%95%: 3 to 22%0%0%25%1 of 42
16Planner CorretoraIs this your business?8%95%: 3 to 22%0%0%25%1 of 45
17Fatorial InvestimentosIs this your business?6%95%: 2 to 18%0%17%0%1 of 41
18Monte BravoAlso written Monte Bravo InvestimentosIs this your business?6%95%: 2 to 18%17%0%0%2 of 42
19Suno ConsultoriaIs this your business?6%95%: 2 to 18%8%8%0%2 of 42
20GFAIIs this your business?6%95%: 2 to 18%8%0%8%2 of 43
21Safra Private BankingAlso written Safra Private BankIs this your business?6%95%: 2 to 18%0%0%17%1 of 43.5
22Órama InvestimentosIs this your business?6%95%: 2 to 18%0%0%17%2 of 44.5
23Ágora InvestimentosIs this your business?6%95%: 2 to 18%0%0%17%1 of 45
24Canvas CapitalIs this your business?6%95%: 2 to 18%0%0%17%1 of 45.5

Each assistant column is the share of that assistant's own answers. Questions counts how many of the four produced the name at least once; position is where it came in the answer's list, 1 being first. 14 more names came up in a single answer and are counted above but not listed.

Is this your business?

See what the assistants say about your business today. The free checker asks ChatGPT, Claude, Gemini and Grok two of the Index questions for this category, with the category and the place already filled in, and shows every answer word for word. About 30 seconds, no sign-up.

Check your businessNamed above? Add the badgeWhat the audit does

What each assistant said

The same questions, the same number of times, and often different names. Each column is one assistant's top five from the ranking above, with the share of its own answers that named them.

#ChatGPTClaudeGemini
1XP Investimentos33%XP Investimentos25%XP Investimentos75%
2Warren33%BTG Pactual25%BTG Pactual75%
3Turim25%Itaú Private Bank25%Guide Investimentos50%
4G5 Partners25%Vinci Partners25%Genial Investimentos50%
5BTG Pactual17%Planejar17%Planejar25%

ChatGPT named no business in 1 of its 12 answers. Claude named no business in 7 of its 12 answers.

Named here? Put it on your site

Every business in the ranking was named in two or more answers. The badge says that and nothing more: no position, because the ranges above do not support one. It links back to this page, so anyone can check.

Correct or remove a listing
Named by AI assistants: Financial advisors in São Paulo, AIGROW AI Visibility Index, September 2026
<a href="https://aigrow.gg/index/financial-advisors/sao-paulo"><img src="https://aigrow.gg/badges/index/2026-09/financial-advisors/sao-paulo.svg" width="312" height="100" alt="Named by AI assistants: Financial advisors in São Paulo, AIGROW AI Visibility Index, September 2026"></a>

The questions

Asked word for word, three times each, to every assistant, in Portuguese. The English under each is our translation. The prompt is the one the free scan uses. No web search, no location and no chat history, so every answer starts from the same place.

  1. 1Quem é o melhor consultor financeiro em São Paulo?Who is the best financial advisor in São Paulo?
  2. 2Quero ajuda para planejar minha aposentadoria em São Paulo. Qual consultor financeiro você recomendaria?I want help planning my retirement in São Paulo. Which financial advisor would you recommend?
  3. 3Qual consultor financeiro que trabalha exclusivamente com honorários você recomendaria em São Paulo?Which fee-only financial advisor in São Paulo would you recommend?
  4. 4Qual empresa de gestão patrimonial você recomendaria para uma família em São Paulo?Which wealth management firm in São Paulo would you recommend for a family?

How to read this page

The full method
What it measures
Which names these models produce when asked cold, from what they learned in training. It is not a review, a rating or our recommendation, and a business missing here may simply be one the models were never shown.
Why the ranges matter
36 answers is a sample. Asked again next month, most shares will move by a few points; the ranges say how far they could move by chance alone.
One business, several spellings
Branches, legal suffixes and spellings of one business are merged, and the other spellings are printed under its name. Names that might be two businesses are kept apart.
A name is wrong
If a business here is closed, misnamed or yours and you want it removed, tell us. We correct or remove it when the page is next published.

Elsewhere in the Index

Financial advisors elsewhere
Belo HorizonteRio de JaneiroLisbonPortoAarhusAmsterdam
Also in São Paulo
DentistsLawyersAccountantsPlumbersGymsReal estate agencies

Is your business on this list?

The free scan asks the same assistants the questions your customers ask, scores whether they name you, and lists who they name instead.

Run the free AI scanRead the method

Edition September 2026 · published by Guglielmo Paesano, founder of AIGROW · data under CC BY 4.0