Wealth Technology companies in South America

Monte Bravo

Financial planners' solutions offering personalized investment and advisory services.

Meus Ativos

Investment tracking platform enabling informed financial decisions for individuals.

Controlate

Financial planning app enabling individuals to manage personal finances effectively.

Finantech

Performance reporting platform enabling wealth managers to analyze investments.

AIs

Online investment advisory platform for individuals

Basement

Digital platform streamlining corporate governance and portfolio management solutions.

Invest Plus

Integrated platform simplifying personal finance and improving investment performance.

Charly

Fintech platform offering solutions for financial planners and advisors.

Plano

Online platform offering financial advisory services

Guardadoria

Online will solutions enabling personalized succession planning and memory preservation.

Inkoms

Portfolio management platform optimizing investments for wealth managers and clients.

Poctfy

Portfolio management platform facilitating tax calculations for wealth managers.

RedomaCapital

Portfolio management platform optimizing wealth for diverse client needs.

PortalPrev

Online pension plan management platform for individuals

TuImpuesto

Online tax filing platform simplifying preparation for individuals and accountants.

Central de Fondos

White label robo advisor enabling personalized investment and financial education.

GeTime

Financial planning platform enabling individuals to achieve financial independence.

Scorefy

Solutions for financial planners enhancing client management and investment strategies.

GrupoIEB

Financial planning platform offering personalized investment solutions for individuals.

Flowup

Wealth management software suite streamlining operations for financial advisors.

Future Securities House

Financial planning platform offering investment solutions for individuals and businesses.

Billio

Online tax filing solution simplifying tax management for individuals.

Betterplan

Financial planning platform offering tailored investment advice and management solutions.

Vista

Platform for personal financial planners offering solutions through technology