On a mission to empower advisors and investors with AI-driven clarity in global markets.

To make global investing simple, secure and transparent, elevating the wealth management experience to the next generation standard

Our Team Leaders

Meet the experts driving our success and innovation.

Luiz Bacellar
CEO

Leading our vision with over 20 years of industry experience.

Felipe Talhari
CFO

Managing financial strategies to ensure sustainable growth and profitability.

Gabriel Aoki
COO/CTO

Orchestrating operations and product delivery to ensure seamless execution and client experience across all touchpoints

Renata Diez
CCO

Driving strategic growth by building trusted relationships with advisors and partners, and scaling our commercial presence across global markets

Thiago Flores
Head of Relationship Management

Providing strategic insights and dedicated support to strengthen client decision-making.

Soledad Cáceres
Compliance Officer Director

Ensuring regulatory integrity while ensuring global compliance to protect clients and building trust.

Carolina Silva
Head of Business Operations

Drives operational execution and partners to scale processes and deliver consistent results.

We're hiring!

Discover a career that inspires and challenges you.

Our Impact in the Market

More than Growth, we measure success by the value delivered to our clients worldwide.

+6 Countries Served

Trusted by Advisors and Investors across multiple countries.

Global Custody Access

Direct integration with top-tier platforms

On a mission to empower advisors and investors with AI-driven clarity in global markets.

To make global investing simple, secure and transparent, elevating the wealth management experience to the next generation standard

Our Team Leaders

Meet the experts driving our success and innovation.

Luiz Bacellar
CEO

Leading our vision with over 20 years of industry experience.

Felipe Talhari
CFO

Managing financial strategies to ensure sustainable growth and profitability.

Gabriel Aoki
COO/CTO

Orchestrating operations and product delivery to ensure seamless execution and client experience across all touchpoints

Renata Diez
CCO

Driving strategic growth by building trusted relationships with advisors and partners, and scaling our commercial presence across global markets

Thiago Flores
Head of Relationship Management

Providing strategic insights and dedicated support to strengthen client decision-making.

Soledad Cáceres
Compliance Officer Director

Ensuring regulatory integrity while ensuring global compliance to protect clients and building trust.

Carolina Silva
Head of Business Operations

Drives operational execution and partners to scale processes and deliver consistent results.

We're hiring!

Discover a career that inspires and challenges you.

Our Impact in the Market

More than Growth, we measure success by the value delivered to our clients worldwide.

+6 Countries Served

Trusted by Advisors and Investors across multiple countries.

Global Custody Access

Direct integration with top-tier platforms