Investo
- Company typePrivate
- Founded2021
- HeadquartersSão Paulo, Brazil
- Headcount11–50
- GTM typeB2C
- OfferingServices
Investo firmographics
Firmographics- Name
- Investo
- Legal name
- Investo Gestão de Recursos LTDA
- Website
- https://investoetf.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Investo industry classification
Industry- Product category
- ETF and Fund Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Other Investment Pools and Funds (5259)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Multi-Asset ETFs & Index Allocation Funds (FSAAAJAB)
- akta.pro secondary industries
- Sector & Industry Equity ETFs (FSAAAFAC), Fixed Income ETFs (Government, Corporate, Munis, TIPS) (FSAAAFAD)
Keywords
Where Investo is headquartered
LocationHeadquarters
- HQ city
- São Paulo
- HQ country
- Brazil
- HQ region
- Latin America
Offices1 record
Markets served
Investo business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- ETF Management and Administration Fees: Investo generates revenue through management and administration fees charged on its ETFs and funds under management. The ETFs replicate external benchmark indices including VanEck, Vanguard, FTSE, and S&P 500 products listed on B3. The company offers 29 ETFs, 2 FIAs (Megatendências and Liberdade Financeira), and 1 Global Pension fund.
Go-to-market motion2 records
Distribution channels6 records
Marketing channels8 records
Investo product offering
Product offeringCore offering
Investo is the largest independent ETF manager in Brazil, offering 29 exchange-traded funds listed on the B3 stock exchange, two equity investment funds (FIA Megatendências and FIA Liberdade Financeira), and one private pension fund (Previdência Global Crescimento). Products replicate external benchmark indices from partners such as VanEck, Vanguard, FTSE, and S&P 500, covering global and Brazilian equities, fixed income, thematics, alternatives, and cryptocurrency exposure.
Product overview
Investo is the largest independent ETF manager in Brazil, offering a diversified portfolio of 29 ETFs listed on the B3 stock exchange, along with 2 FIAs (investment funds) and 1 pension fund. The product lineup spans global and Brazil-focused equity ETFs (including emerging markets, US indices, and thematic areas like semiconductors, gaming, and nuclear energy), fixed income ETFs (both global and Brazil-specific), cryptocurrency exposure via Bitcoin ETF, smart beta ETFs using factor-based strategies (value, quality, low volatility), and alternative investments. The company operates as part of the VanEck group (acquired in 2024), managing R$10.6 billion in assets across 255,000 investors.
Differentiator
Problem solved
Functional benefit
Products and services
- IVWO11 — Emerging Markets Equity ETF
Quantifiable outcome
- LFTB11 delivered 8.45% higher net return vs. a comparable fund subject to come-cotas over Jan 2016–Apr 2026 (124 months)
Companies that use Investo
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles2 records
Investo technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Investo partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core and minor.
- VanEck (REMX benchmark provider)coreVanEck provides the REMX index that RARA11 (rare earth and strategic metals ETF) replicates on B3. RARA11 provides Brazilian investors exposure to over 30 global companies in rare earths and strategic metals, with geographic diversification across China (27.1%), Australia (25.9%), and the United States (20.1%) as a hedge against geopolitical risk and Chinese dominance in refining.
- BTG PactualcoreBTG Pactual and Investo structured an index fund replicating the Vanguard FTSE All-World UCITS ETF on B3. BTG Pactual also acts as the contracted market maker (formador de mercado) for Investo's ETFs, maintaining liquidity and pre-defined spreads during trading hours on B3. BTG Pactual distributes Investo's FIA funds (Mega Trends, Liberdade Financeira) through its platform.
- BNP ParibascoreBNP Paribas acts as the Administrator (Administrador) and Custodian (Custodiante) for Investo's ETFs. The bank is responsible for fund administration, asset custody, and settlement of operations. BNP Paribas Brasil is headquartered at Av. Presidente Juscelino Kubitschek, 510, São Paulo.
- Genial InvestimentosminorGenial Investimentos distributes Investo's FIA Mega Trends fund through its platform, making it available to Genial's client base of retail and institutional investors.
- CM CapitalminorCM Capital distributes Investo's FIA Mega Trends fund through its platform.
- Toro InvestimentosminorToro Investimentos distributes Investo's FIA Mega Trends fund through its platform.
- PagBankminorPagBank distributes Investo's FIA Mega Trends fund through its platform.
- Terra InvestimentosminorTerra Investimentos distributes Investo's FIA Mega Trends fund through its platform.
- C6 BankminorC6 Bank distributes Investo's FIA Mega Trends fund through its platform.
Scale indicators7 records
Recent moves7 records
Expansion highlights5 records
Investo competitors and assessment
Company assessmentDirect peers
- Hashdex: Brazilian crypto-asset manager that pioneered crypto ETFs on B3 (HASH11 and predecessors); competes directly with Investo's HODL11 in the regulated crypto exposure category.
- BTG Pactual: Brazil's largest investment bank with a sizable proprietary ETF business and the contracted market maker for Investo's ETFs; both compete for ETF market share on B3 and serve overlapping retail and institutional audiences.
- Trend ETFs: Independent Brazilian ETF issuer focused on thematic and factor ETFs; competes head-to-head with Investo on B3 for thematic flows and retail mind share.
Regional players
- Genial Investimentos: Brazilian broker and asset manager that distributes Investo's FIA Mega Trends; competes for ETF-related retail flows and has built its own fund/ETF offerings, partially overlapping with Investo's product set.
Emerging players
- XP Asset Management: Brazilian asset manager linked to XP Inc.; rapidly scaling its ETF and fund offerings to retail investors through XP's broker platform, overlapping with Investo's audience.
- Mirae Asset: Asian-headquartered global asset manager with a Brazilian subsidiary issuing ETFs on B3; competes in international and emerging-markets ETF categories alongside Investo.
Broad incumbents
- Itau Asset Management: Largest asset manager in Latin America, part of Itaú Unibanco; competes broadly in Brazilian ETFs and fund management with deep distribution and balance-sheet backing.
- Vanguard: Global passive-investing giant whose FTSE All-World UCITS index is being replicated in Brazil via a BTG Pactual/Investo structured product; represents both a partner and indirect competitive benchmark for Investo's global equity ETFs.
- Bradesco Asset Management: Asset management arm of Bradesco, one of Brazil's largest banks; offers ETFs and a wide product shelf, leveraging captive retail distribution to compete with Investo.
- BlackRock (iShares): World's largest ETF manager with growing Brazil presence; competes on global/international index products where Investo also offers exposure (e.g., S&P 500, emerging markets).
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Investo social profiles
Digital presenceInvesto financial estimates
Financial estimateRevenue estimate
Valuation estimate
Investo leadership team
Management profileNumber of profiles
Profiles1 record
Investo funding detail
Funding detailFunding overview
Funding rounds2 records
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Investo M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Investo
What does Investo do?
Investo is the largest independent ETF manager in Brazil, offering 29 exchange-traded funds listed on the B3 stock exchange, two equity investment funds (FIA Megatendências and FIA Liberdade Financeira), and one private pension fund (Previdência Global Crescimento). Products replicate external benchmark indices from partners such as VanEck, Vanguard, FTSE, and S&P 500, covering global and Brazilian equities, fixed income, thematics, alternatives, and cryptocurrency exposure.
Is Investo a public or private company?
Investo is a private company. It is classified as corporate owned and is currently operating.
When was Investo founded?
Investo was founded in 2021. It employs 11 to 50 people.
Where is Investo based?
Investo is headquartered in São Paulo, Brazil, in the Latin America region.
How does Investo make money?
One revenue line is on record: ETF Management and Administration Fees.
Who are Investo's main competitors?
Direct peers on record are Hashdex, BTG Pactual and Trend ETFs. Genial Investimentos is listed as a regional player. Emerging players are XP Asset Management and Mirae Asset. Broad incumbents are Itau Asset Management, Vanguard, Bradesco Asset Management and BlackRock (iShares).
Does Investo have an API?
No public API is recorded for Investo.
What industry is Investo in?
Investo's product category is ETF and Fund Management. Its primary akta.pro industry code is FSAAAJAB, Multi-Asset ETFs & Index Allocation Funds, with a secondary code of FSAAAFAC, Sector & Industry Equity ETFs. Its NAICS code is 523940 and its SIC code is 6282.