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Valoriza Capital
Valoriza Capital is a wealth management firm based in São Paulo, Brazil. It focuses on managing assets for clients in Latin America and the Caribbean.
Valoriza Capital
Valoriza Capital is a wealth management firm based in São Paulo, Brazil. It focuses on managing assets for clients in Latin America and the Caribbean.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
Location
Region
Latin America
Country
Brazil
City
São Paulo
Corporate office
São Paulo, SP, Brazil
Frequently asked questions
How is Valoriza Capital different from private banking offered by large Brazilian banks like Itaú or Bradesco?
Valoriza Capital operates independently of a banking institution, enabling it to recommend products from multiple brokerages, fund managers, and issuers without the incentive to prioritize proprietary funds or structured products from a parent bank. In Brazil, where distribution of securities through banking channels has historically been concentrated, independent wealth managers advocate for a fee-based advisory model rather than commission-driven sales of complex structured notes.
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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