Asset ManagerRIA · CRD 108170SEC-Registered

Updated:

Marco

Marco provides integrated treasury, FX, and credit infrastructure for Latin American exporters operating in the US-Mexico corridor.

Marco

MarCo implements new technologies such as data mining, predictive analytics and knowledge discovery to improve business decisions, reduce costs and upgrade business processes. We convert data into knowledge to expand understanding of your business and your clients.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Atlanta

Corporate office

936 SW 1st Ave #306, Miami, FL 33130, United States

Additional offices

New York, NY, United States · Ciudad de México, Mexico · Montevideo, Uruguay

Sector focus

FinTechPrivate CreditInfrastructure

Frequently asked questions

What is Marco's credit underwriting model?

Marco's revolving credit facility is underwritten against transactional cash flow observed on the platform, not traditional credit scores or physical collateral. The line activates once the client has established sufficient operating history within the Marco treasury ecosystem, and is intended for working capital uses such as inventory financing, payroll, and operational peak smoothing.

What currencies does Marco support?

Marco supports multi-currency accounts denominated in Mexican pesos (MXN), US dollars (USD), and euros (EUR). Clients can collect, convert, and pay in these currencies through a single unified platform.

Who is Marco's target client?

Marco targets Latin American exporters and importers — primarily those operating between Mexico and the United States — with recurring cross-border flows. The firm explicitly requires clients to have annual cross-border operations of at least USD 2 million.

What additional services does Marco offer beyond FX and credit?

Marco offers compliance and back-office services that include bookkeeping, invoicing, tax reporting, and the formation of US legal entities for foreign companies. It also provides merchandise insurance to protect goods and secure payment collections.

Where does Marco operate from?

Marco is headquartered in Miami, Florida, and maintains additional offices in New York, Mexico City, and Montevideo, Uruguay. Its operational focus centers on the US-Latin America trade corridor.

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