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Brainvest Wealth Management
Brainvest Wealth Management was established in 2003 by Dany Roizman. The firm began as a Geneva-based advisor to entrepreneurial families and later added...
Brainvest Wealth Management
Brainvest Wealth Management was established in 2003 by Dany Roizman. The firm began as a Geneva-based advisor to entrepreneurial families and later added offices and partnerships in Brazil and the United States. Its client base consists of families that require coordinated investment, estate and governance services across multiple jurisdictions. The firm allocates across liquid portfolios, private credit, real assets and venture capital. It participates in direct deals and club opportunities rather than relying solely on external fund commitments. Confirmed positions include a pre-IPO stake in Ultima Capital exited in December 2023, a Series A investment in Brazilian fintech Ali in September 2022, and a direct holding in US legal-tech company Filevine. Geographic exposure spans Europe, North America and South America, with additional activity in the Middle East and Asia. Brainvest maintains teams in Geneva and São Paulo. It has completed four Brazilian platform transactions since 2021, including the 2023 merger with KPC Consultoria and the 2023 merger with Enso Gestão de Patrimônio. July 2025: Acquired a strategic minority stake in Milenium Capital, a Rio de Janeiro multi-family office with R$1.5 billion under consulting. The firm also supports philanthropic initiatives such as Gerando Falcões in Brazil. Brainvest structures many of its Brazilian relationships as minority stakes that preserve local brand independence while granting access to its global platform and Merchant Investment Management network. This partnership model, first executed in 2021, differs from typical single-office or full-acquisition approaches used by other cross-border wealth platforms.
General information
Firm type
Multi Family Office
Year founded
2003
Location
Region
South America
Country
Switzerland
City
Miami
Corporate office
Geneva, Switzerland
Additional offices
São Paulo, Brazil · Rio de Janeiro, Brazil
Principals
Dany Roizman
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Brainvest Wealth Management?
Dany Roizman founded the firm and continues to shape its investment posture. Local CEOs such as Jan Gunnar Karsten in Brazil execute follow-on commitments within approved mandates.
How does Brainvest Wealth Management source proprietary deal flow?
The firm sources through its network of Brazilian platform partners and direct relationships with entrepreneurs. It has originated impact real-estate platforms in the United States and United Kingdom using client capital.
Does Brainvest Wealth Management participate in fund commitments or only direct deals?
Brainvest executes both fund commitments and direct co-investments. It maintains segregated portfolios for private credit and digital assets alongside venture and real-estate SPVs.
What investment stages does Brainvest Wealth Management typically target?
The firm targets venture and growth equity in technology and financial services. It also pursues buyout-style real-estate and private-credit opportunities with three-to-ten-year horizons.
How is Brainvest Wealth Management related to Merchant Investment Management?
In December 2021 Brainvest sold a minority stake to Merchant Investment Management. The partnership provides growth capital and access to Merchant's US network while Brainvest retains operational independence.
Where does the underlying wealth come from?
Brainvest serves entrepreneurial families across Switzerland, Brazil and the United States. Specific wealth origins are not publicly attributed to individual branches.
Does Brainvest Wealth Management maintain philanthropic structures?
The firm provides ongoing support to Gerando Falcões, a Brazilian NGO focused on education in favelas. No separate foundation vehicle is disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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