MoneyMark Investimentos
Information by Research TrustFinance
Founded in 2010, MoneyMark Investimentos is an investment advisory firm based in São Paulo, Brazil. Operating as a "boutique de investimentos," the company focuses on providing personalized financial planning and wealth management services to its clients. As an Autonomous Investment Agent (Agente Autônomo de Investimento - AAI), it is registered with the CVM (Brazilian Securities and Exchange Commission) and is accredited to distribute investment products from XP Investimentos, one of Brazil's largest brokerage firms. Their mission is to assist clients in achieving their financial goals through tailored investment strategies and dedicated advisory support.
Brazil
Industry
- Financial AdvisementPRIMARY
- Other Service
Financial