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Certa Investimentos

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Brazil

Founded in

2018 (7 Years)

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Company Information

Get to know Certa Investimentos

Founded in 2007, Certa Investimentos is an independent financial advisory and wealth management firm based in Brazil. The company is regulated by the Brazilian Securities and Exchange Commission (CVM) as a securities consultant. Its mission is to help clients build and preserve their wealth through customized, long-term strategies that encompass financial planning, investment management, and succession planning, operating with a model free from conflicts of interest with financial institutions.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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