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Casa Assessoria

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Brazil

Founded in

2013 (12 Years)

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Get to know Casa Assessoria

Founded in 2007 in São José do Rio Preto, Brazil, Casa Assessoria operates as an independent investment advisory office accredited by XP Investimentos. The company's mission is to provide customized financial solutions and investment strategies to help individuals and families achieve their financial goals. They focus on wealth management, financial planning, and offering a diverse portfolio of investment products, leveraging the platform and expertise of the XP Inc. group.

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  • Financial Financial AdvisementPRIMARY
  • Financial Other Service

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