Briefcase is a financial technology company founded in 2021 with the mission to democratize access to sophisticated, professionally managed investments for the average investor. The platform connects users with certified market analysts who create and manage diverse investment portfolios, or "briefcases." Users can browse these portfolios, analyze their strategies and performance, and subscribe to them. The Briefcase technology then automatically replicates the portfolio's trades within the user's own account at a partner brokerage (such as XP Inc.), ensuring the user maintains full control and ownership of their assets. Briefcase acts as a technology bridge, not a brokerage or asset manager itself, aiming to simplify and automate the process of following expert investment strategies.

Founded in

Australia