Somos um escritório credenciado à XP Inc. que nasceu com a missão de oferecer uma assessoria de investimentos transparente, comprometida com os objetivos dos nossos clientes e com foco no longo prazo.

Em um ano, já conquistamos mais de 500 clientes ativos e superamos a marca de R$ 200 milhões sob custódia. 
Nosso crescimento é resultado de um ambiente meritocrático, onde quem entrega, cresce, e cresce rápido.

Acreditamos no poder da formação contínua, do trabalho em equipe e da disciplina com propósito. Aqui, gente comum constrói histórias extraordinárias.


Aplicação Certa

Jonas Halmenschlager

This department evaluates investment opportunities and provides recommendations to optimize financial performance.

Investment Assessment

This department focuses on generating leads and nurturing potential clients to drive sales opportunities.

Sales Development

This department manages administrative tasks and support functions to ensure smooth operational processes.

Backoffice Operations

This department provides expert guidance and assessments on investment opportunities.

Investment Advisory

This department focuses on managing and optimizing the sales process to enhance productivity and drive revenue growth.

Aplicação Certa

Org chart

Teams

Investment Assessment

Sales Development

Backoffice Operations

Investment Advisory

Sales Operations

Offices

Aplicação Certa

Org chart

Teams

Investment Assessment

Sales Development

Backoffice Operations

Investment Advisory

Sales Operations

Offices

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