Wealth Management Company Equity Stake For Sale in Rio de Janeiro, Brazil
Wealth management firm serving hundreds of HNIs and corporate clients seeking investment for expansion.
Premium Plan
| Established | 1-5 year(s) |
| Employees | 10 - 50 |
| Legal Entity | Private Limited Company |
| Reported Sales | USD 1.2 million |
| Run Rate Sales | USD 1.2 million |
| EBITDA Margin | 25 % |
| Industries | Wealth Management |
| Locations | Rio de Janeiro |
| Local Time | 8:25 AM America / Cuiaba |
| Listed By | Business Owner / Director |
| Status | Active |
Partial Stake Sale
USD
1 million
for
10.0%
stake
(Native Currency: USD 1,000,000)
Reason: - Accelerate client acquisition and expand our presence in key regions.
- Strengthen governance and ...
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Includes physical assets worth
USD
10 thousand
Name, Phone, Email
Not disclosed
Business Name
Not disclosed
User Verification
Documents
Pitch Deck
(9.7 MB)
Business Overview
- The company is a wealth management firm providing a range of services to HNIs and corporate clients.
- It currently serves several hundred clients.
- Its revenue model is diversified across:
* Recurring AUM-based fees.
* Transaction-based revenues from fixed income, structured products, and FX.
* Corporate advisory fees.
* Performance-linked revenues on specific mandates.
- The firm employs 10 permanent staff members who ensure smooth daily operations.
- It is registered as a private limited company.
- The business operates in full compliance with Brazilian financial regulations. Its advisory services are delivered through a structure registered with the CVM and aligned with ANCORD requirements.
- It currently serves several hundred clients.
- Its revenue model is diversified across:
* Recurring AUM-based fees.
* Transaction-based revenues from fixed income, structured products, and FX.
* Corporate advisory fees.
* Performance-linked revenues on specific mandates.
- The firm employs 10 permanent staff members who ensure smooth daily operations.
- It is registered as a private limited company.
- The business operates in full compliance with Brazilian financial regulations. Its advisory services are delivered through a structure registered with the CVM and aligned with ANCORD requirements.
Products & Services Overview
1) Top-selling products and services.- Wealth management for HNIs and corporates.
- Credit and financing solutions.
- Strategic cash and treasury management.
- Derivative-based risk protection.
- Foreign market transaction support.
- Structured financial solutions.
- Estate and succession planning.
- Diversified investment products.
- M&A advisory.
2) Who uses them and how:
- HNIs: To grow and protect wealth, manage risk, and plan succession.
- Corporations: To manage liquidity, access capital, hedge risks, execute global transactions, and support strategic expansion.
Assets Overview
Tangible assets:- Office infrastructure.
Intangible assets:
- Private limited entity.
- Client base.
- CVM and ANCORD compliance.
Facilities Overview
We operate from a hybrid and flexible office setup in Rio de Janeiro, occupying 30 sq. m with a monthly rent of USD 1,000.
Capitalization Overview
The company has a well-defined shareholding structure. The founding partner holds 85% of the equity. The remaining 15% is owned by minority partners who contribute to the company’s strategic and operational functions. The company has no outstanding loans or financial liabilities.
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