Bossa Invest

Vista Fintech connects financial planners with clients using technology. Vista is a platform that manages plans and dreams, automatically updates investments, and organizes and consolidates numerous personal financial planning difficulties. They also provide patrimony, indebtedness, and financial stability.

Personal Finance Plans are a type of financial education Fintech that caters to both individuals (B2C) and businesses (B2B) (B2B2C). Thousands of consumers are served all around Brazil. Their team works with clients online and on a one-on-one basis to help customers plan, manage, and handle their money, whether it's to pay off debts, save, or invest.

Allara helps individuals and families achieve their life goals and retire on the date they choose with financial independence.

Zoe Financial, Inc., founded in 2016 and based in Scarsdale, New York, specializes in providing financial advisory services. The company focuses on connecting clients with independent, fiduciary financial advisors who are thoroughly screened to ensure they offer appropriate and trustworthy guidance. Zoe Financial employs a wealth planning platform that categorizes advisors based on their qualifications, expertise, and operational efficiency, facilitating personalized financial planning for clients. This approach helps individuals navigate their financial needs, promoting accountability and informed decision-making for stable wealth creation.

Fincent is a finance firm focused on modernizing financial and accounting services for small and midsized businesses. The company offers an AI-powered platform that acts as a comprehensive financial hub, integrating various functions such as bookkeeping, tax preparation, bill payment, invoicing, financial projections, budgeting, and reimbursements. By providing a real-time dashboard, Fincent enables entrepreneurs to manage their finances efficiently, allowing them to concentrate on growing their businesses. Through its innovative approach, Fincent aims to streamline financial processes and enhance overall business management.

Guiabolso is a Brazilian fintech company established in 2014 that aims to transform the financial landscape through Open Banking. The company offers an app that serves over 6 million users, providing granular financial data and solutions for consolidated financial management. Users can access a curated marketplace of financial products and utilize instant payment capabilities. Guiabolso also delivers unique segmenting and scoring functionalities for its corporate partners. It stands out as the only Brazilian company with a fully operational end-to-end Open Banking solution for B2B clients, which includes advanced analytics, a white-label marketplace, and personal financial management tools. Founded by Thiago Alvarez and Benjamin Gleason, Guiabolso focuses on leveraging innovative technology to enhance financial well-being and improve the lives of consumers in Brazil.

One is a financial mobile app headquartered in San Francisco, California, that offers a range of services including banking, fintech solutions, online payments, cash transactions, and digital wallet capabilities. Launched in 2019, the app is designed to enhance users' financial well-being by maximizing their earnings and increasing their spending power. It enables users to optimize their finances, achieve their financial goals more quickly, and easily share money with family and friends. One aims to address financial gaps and help users grow their money efficiently.

INCO is a digital platform that enables electronic investing in real estate projects, including residential, commercial, and industrial sectors. It provides users with tools to analyze and monitor their investments while generating monthly reports. The platform offers comprehensive information about various real estate projects and their financial backgrounds, allowing investors to pursue profitable opportunities with the potential for higher returns. By focusing on liquidity and transparency, INCO aims to democratize access to real estate assets, facilitating a more diverse investment landscape.

INCO is a digital platform that enables electronic investing in real estate projects, including residential, commercial, and industrial sectors. It provides users with tools to analyze and monitor their investments while generating monthly reports. The platform offers comprehensive information about various real estate projects and their financial backgrounds, allowing investors to pursue profitable opportunities with the potential for higher returns. By focusing on liquidity and transparency, INCO aims to democratize access to real estate assets, facilitating a more diverse investment landscape.

Starship specializes in simplifying health savings accounts. The company automates health spending, savings, and investing in one place. They make health savings accounts accessible to everyone. They build a healthcare savings account platform that combines a mobile-first signup process, overflow investing into index funds, easy reimbursements, and a chat service for advice.

INCO is a digital platform that enables electronic investing in real estate projects, including residential, commercial, and industrial sectors. It provides users with tools to analyze and monitor their investments while generating monthly reports. The platform offers comprehensive information about various real estate projects and their financial backgrounds, allowing investors to pursue profitable opportunities with the potential for higher returns. By focusing on liquidity and transparency, INCO aims to democratize access to real estate assets, facilitating a more diverse investment landscape.

One is a financial mobile app headquartered in San Francisco, California, that offers a range of services including banking, fintech solutions, online payments, cash transactions, and digital wallet capabilities. Launched in 2019, the app is designed to enhance users' financial well-being by maximizing their earnings and increasing their spending power. It enables users to optimize their finances, achieve their financial goals more quickly, and easily share money with family and friends. One aims to address financial gaps and help users grow their money efficiently.

Gro is an app that provides financial services, digital accounts, and savings. Offer customers products with reasonable prices, diversified business models, and benefits that are very beneficial to investors. is a private asset manager that specializes in investing in funds.

Starship specializes in simplifying health savings accounts. The company automates health spending, savings, and investing in one place. They make health savings accounts accessible to everyone. They build a healthcare savings account platform that combines a mobile-first signup process, overflow investing into index funds, easy reimbursements, and a chat service for advice.

Altruist is dedicated to enhancing the quality, affordability, and accessibility of independent financial advice. The company offers a digital investment platform that streamlines operations for financial advisors, enabling them to serve their clients more efficiently. By automating research and identifying problem areas, the platform allows advisors to provide better guidance, ultimately empowering clients to make informed financial decisions. This approach not only reduces costs for clients but also fosters greater financial confidence, positively impacting the experiences of tens of millions of individuals. Altruist supports a wide network of financial professionals, helping them deliver valuable services to their clients.

Jupter operates an investment ecosystem platform designed to support founders and startups in navigating the finance landscape. It offers a comprehensive resource that facilitates the fundraising process, allowing entrepreneurs to find, fund, and launch their ventures through accelerator programs. Additionally, Jupter provides tools for investors and angel groups, enabling them to connect with innovative ideas and access essential funding information about various startups. This platform serves as a digital map for open-science origination, promoting collaboration and investment within the startup community.

Satoshi Investimentos is an investment management firm focused on crypto-coins and ICOs. Through its platform you can request deposits, withdrawals, create a fictitious deposit and still track your income in real time, without having to wait hours or days to know how your position is. The company was founded in 2017 and is based in Porto Alegre, Brazil.

Backed by capital from Andreessen Horowitz, Y Combinator, and QED, OpenInvest was founded in 2015 with a core focus on helping advisors unlock the true impact of their clients’ investments. On June 29, 2021, J.P. Morgan announced that it has entered into a definitive agreement to acquire OpenInvest. OpenInvest will retain its own brand and be integrated into J.P. Morgan’s Private Bank and Wealth Management client offerings

Moneyfarm is a financial services company that offers an online wealth management platform aimed at helping individuals manage and grow their wealth effectively and transparently. The platform provides personalized investment advice, focusing on exchange-traded funds (ETFs) and trading activities. Users can create tailored investment portfolios based on their financial goals and risk tolerance, while also having the ability to monitor their investments and receive recommendations for portfolio balancing. By combining financial advisory services with execution capabilities, Moneyfarm seeks to make wealth management accessible and efficient for its clients.

Gro is an app that provides financial services, digital accounts, and savings. Offer customers products with reasonable prices, diversified business models, and benefits that are very beneficial to investors. is a private asset manager that specializes in investing in funds.

Abra, established in 2014 and based in the United States, is a cryptocurrency platform that facilitates buying, trading, and borrowing against digital assets. Serving over 2 million customers across more than 150 countries, Abra provides a user-friendly interface for both individuals and businesses to manage their cryptocurrency investments. The platform allows users to convert between cryptocurrencies and various local fiat currencies, catering to a diverse range of clients, including high-net-worth individuals and institutions. With a transaction volume exceeding $9 billion, Abra is recognized for its reliability and has been rated among the top five cryptocurrency wallets. The company is supported by reputable investors, including American Express Ventures and First Round Capital, as it pursues its vision of creating an accessible and open global financial system.

Guiabolso is a Brazilian fintech company established in 2014 that aims to transform the financial landscape through Open Banking. The company offers an app that serves over 6 million users, providing granular financial data and solutions for consolidated financial management. Users can access a curated marketplace of financial products and utilize instant payment capabilities. Guiabolso also delivers unique segmenting and scoring functionalities for its corporate partners. It stands out as the only Brazilian company with a fully operational end-to-end Open Banking solution for B2B clients, which includes advanced analytics, a white-label marketplace, and personal financial management tools. Founded by Thiago Alvarez and Benjamin Gleason, Guiabolso focuses on leveraging innovative technology to enhance financial well-being and improve the lives of consumers in Brazil.

Backed by capital from Andreessen Horowitz, Y Combinator, and QED, OpenInvest was founded in 2015 with a core focus on helping advisors unlock the true impact of their clients’ investments. On June 29, 2021, J.P. Morgan announced that it has entered into a definitive agreement to acquire OpenInvest. OpenInvest will retain its own brand and be integrated into J.P. Morgan’s Private Bank and Wealth Management client offerings