Brainvest Wealth Management
Brainvest Wealth Management LLC is a multi-family office headquartered in Geneva, Switzerland.
Brainvest Wealth Management
Brainvest Wealth Management LLC is a multi-family office headquartered in Geneva, Switzerland. Founded in 2003 by former JPMorgan banker Dany Roizman, the firm advises entrepreneurial families across Switzerland, Brazil and the United States on investment management, estate structuring and governance. Its team integrates liquid and private market allocations, private credit and real assets, providing consolidated reporting and tax coordination for multigenerational stakeholders—supports international families with cross-border investment and succession planning.
General information
Firm type
Multi Family Office
Year founded
2003
AUM
—
Location
Region
South America
Country
—
City
Sao Paulo
Corporate office
—
Frequently asked questions
What is Brainvest Wealth Management?
Brainvest Wealth Management is a multi family office headquartered in Sao Paulo.
When was Brainvest Wealth Management founded?
Brainvest Wealth Management was founded in 2003.
Where is Brainvest Wealth Management headquartered?
Brainvest Wealth Management is headquartered in Sao Paulo, in the South America region.
What does Altss track for Brainvest Wealth Management?
Altss maintains an OSINT-verified profile of Brainvest Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Brainvest Wealth Management's website?
Brainvest Wealth Management's public website is www.brainvest.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Brainvest Wealth Management?
Brainvest Wealth Management is classified by Altss as a Multi Family Office within the South America region.
How does Altss source intelligence on Brainvest Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Brainvest Wealth Management?
Brainvest Wealth Management's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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