Overview

PoupaBrasil Investimentos

Information by Research TrustFinance

https://poupabrasil.com.br/

Founded in 2017, PoupaBrasil Investimentos is an autonomous investment advisory firm (Agente Autônomo de Investimentos - AAI) registered with the CVM and connected to XP Investimentos, one of Brazil's largest brokerage firms. The company operates as a multi-family office, providing personalized financial advisory, wealth management, and succession planning services. Their mission is to democratize access to high-quality investments for Brazilians by offering sophisticated financial solutions and dedicated support typically reserved for ultra-high-net-worth individuals.

Founded in
Brazil

Brazil


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service