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Invés Finance S.A.

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Sao Paulo, Brazil
CRD Number
Website inves.finance
Client types

Overview

Invés Finance AI S.A. is a privately held Brazilian investment-advisory and financial-planning firm headquartered in São Paulo. It assists individual investors with financial diagnosis, goal setting, portfolio planning, and ongoing investment guidance. The company distributes financial products through an agreement with XP Investimentos and may execute capital-market transactions on behalf of clients within Brazilian regulations. It uses a fixed-fee, fiduciary-oriented service model supported by financial planners, investment advisers, and proprietary technology. Invés states that it does not administer or exercise discretionary management over client assets. Its official website reports more than R$3.5 billion in assets under custody and more than 2,600 clients. The firm also maintains an office in Belo Horizonte.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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