Fundada em 2022 através de uma parceria com a XP Investimentos em São José dos Campos/SP, interior de São Paulo, pelo educador financeiro Rafael Costa, Renan Sachet, Wânio Boosle, Victor Souza, Alex Pedroza e Solon Pereira, a Cash Wise tem por objetivo ajudar os seus clientes a investir melhor e ajudá-los a atingir os seus objetivos financeiros.

Cash Wise

Rafael da Silva Costa

This department provides expert guidance and recommendations to clients regarding their investment portfolios.

Investment Advisory

This department is responsible for the overall strategic direction and management of the organization.

Executive Leadership

This department focuses on building and maintaining software applications.

Cash Wise

Org chart

Teams

Investment Advisory

Executive Leadership

Development Department

Offices

Cash Wise

Org chart

Teams

Investment Advisory

Executive Leadership

Development Department

Offices

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