Founded in 2009 in Belo Horizonte, Idealy Assessoria Financeira is an independent investment advisory firm accredited and partnered with BTG Pactual, the largest investment bank in Latin America. The company specializes in providing customized financial advice to individuals and businesses, focusing on wealth preservation, asset growth, and succession planning. Their mission is to help clients achieve their financial objectives through personalized service, a close client-advisor relationship, and access to a wide range of investment products.

Founded in

Brazil