Greytown Advisors
Acquisition in 2024
Greytown Advisors, Inc., headquartered in Miami, Florida, is an investment management company specializing in comprehensive financial services. It caters to both families and institutions, offering a range of services including investment management, retirement planning, estate planning, tax strategies, asset management, corporate planning, and investment structure support. The company's goal is to deliver long-term, positive returns to clients with diverse risk profiles.
ORAMA is an investment platform based in Rio de Janeiro, Brazil, established in July 2011. The company provides access to fixed income securities and a selection of investment funds managed by various professionals in Brazil. Its offerings include investment products such as CDB, LC, LCI, and LCA. In addition to facilitating investment opportunities, ORAMA is committed to promoting financial education among its clients. The company provides practical resources on its website, including product data, tables, and comparative charts, to help investors make informed decisions.
Magnetis
Acquisition in 2023
Magnetis Consultoria De Investimentos LTDA. is a financial services company based in São Paulo, Brazil, that focuses on providing a digital investment platform designed to assist individuals in building long-term investment plans. Founded in 2012, Magnetis offers consultation services tailored to various financial goals, including property acquisition, retirement planning, and wealth management. The company utilizes advanced algorithms to create diversified, low-cost portfolios that are optimized for each investor's profile. Clients can easily invest online and monitor their assets while relying on Magnetis to manage and adjust their investment strategies over time. Through its innovative approach, Magnetis aims to revolutionize financial planning and investment management for a wide range of customers.
Resale
Acquisition in 2019
Resale Tecnologia e Servicos LTDA. is a Brazilian company founded in 2015, specializing in the development of a mobile application and online portal for the buying and selling of repossessed properties. The platform offers solutions to the financial market by facilitating the sale of these assets and providing tools for consumers to discover opportunities in real estate. Users can access the RESALE application on both iOS and Android, which features a wide array of repossessed properties. Additionally, the platform provides detailed information on properties, including tenant details and local property management options, along with market insights and analytics. This approach enables investors to manage their real estate investments more effectively, treating them similarly to stock portfolios while avoiding the complexities associated with purchasing vacant properties.
Inter is a financial company based in Belo Horizonte, Brazil, that operates as a digital bank. Founded in 2021, it offers a wide range of services, including banking, investments, credit cards, payroll loans, insurance, and asset management. The company generates most of its revenue from the banking segment, which encompasses various financial services tailored to meet the needs of its customers. Additionally, Inter provides brokerage services and operates a marketplace, positioning itself as a comprehensive financial institution in the digital space.