InvestSmart Assessor de Investimento Ltda. - Company Research Report
Company Overview
Name: InvestSmart Assessor de Investimento Ltda.
Mission: To empower people to seize the best opportunities by combining experience, commitment, and a highly qualified team. The company is committed to disciplined and determined actions, believing that a well-structured financial life takes clients farther. Continuous training of advisors ensures they are updated on the best financial products in the market, providing personalized customer service.
Founded: The company started in 2013 with 5 people in a small 30m² room.
Key People:
- Samyr Castro: CEO and Founder
- Bruno Hora: Director of Expansion
- Marcel Navarra: Commercial Director
- Adriana Prado: Director of HR
- Adriano Cartolano: Financial Director
- André Meirelles: Director of Distribution and Allocations
- Augusto Junqueira: Legal Director
- Daniel Pillar: Growth Director
- Evanio Rafael: Commercial Director
- Henrique Carvalho: Performance Director
- Joy Oda: BackOffice Director
- Leonardo Nogueira: Commercial Director
- Matheus Pereira: Growth Director
- Rafael Sinder: Commercial Director
Headquarters: Rio de Janeiro, Brazil
- Address: Av. Alm. Barroso, 81 – 30º Andar – Centro, Rio de Janeiro – RJ
- Phone: (21) 3852-4515
Number of Employees: Over 1,700
Revenue: No information available
Known For: Being one of the leading financial advisory firms in Brazil, with a presence in over 85 offices across the country and serving more than 120,000 clients. The company has over 25 billion in assets under custody and is recognized for its excellence in the financial market.
Products
Financial Advisory Services
- Description: InvestSmart offers comprehensive financial advisory services, specializing in the distribution of financial products in collaboration with XP Investimentos.
- Key Features:
- Customized financial planning
- Diverse range of investment options
- Continuous advisor training
- Personalized client services
Recent Developments
Recent Developments in the Company:
- Recognition as the leading office in the XP Investimentos G20 ranking.
- Celebrated 10 years of history with significant milestones, including reaching 18 billion under custody and expanding to more than 70 offices nationwide.
New Products Launched: No information is available
New Features Added to Existing Products: No information available
New Partnerships: Strategic partnership with Lux Energia to offer solutions in the energy sector, covering over 15 states in Brazil.
Subsidiaries and Offices
InvestSmart operates autonomously within a group that offers complete financial solutions, and it boasts more than 90 branches throughout Brazil, indicating robust regional coverage.
Conclusion
This report provides an in-depth look at InvestSmart, showcasing its robust growth, significant market presence, and comprehensive range of services in financial advisory. With a strong leadership team and strategic partnerships, InvestSmart continues to expand its reach and refine its offerings to maintain its position as a leader in the financial advisory sector in Brazil.
(Note: This report strictly contains information extracted from the provided data with no additional commentary included.)
