Founded in 2012, ROIS Assessoria Financeira is a Brazilian financial and wealth advisory firm based in São Paulo. As an Independent Investment Agent (Agente Autônomo de Investimentos) registered with the CVM and affiliated with XP Investimentos, the company provides personalized services including financial planning, asset allocation, investment consulting, succession planning, and insurance solutions. Their mission is to assist individuals and families in making informed financial decisions to achieve their long-term goals and secure their wealth.

Founded in

Brazil