What Masari Casa de Bolsa does

Masari Casa de Bolsa, S.A. is a privately held Mexican brokerage firm (Casa de Bolsa) headquartered in Mexico City that provides a full-stack suite of financial services including investment advisory, money market (government and corporate debt), capital markets (equities and ETFs), foreign exchange trading, derivative products (currency forwards and options for USD, EUR, GBP, JPY, CHF), fiduciary and trust services, investment fund distribution, investment management, and structuring and intermediation for securities issuances. Founded in 1986 originally as a currency exchange house (casa de cambio), the firm was transformed into a Casa de Bolsa in 2008 and currently operates 15 physical branches across major Mexican cities with a relationship-driven advisor model supported by its proprietary online platform Masarinet (www.masarinet.mx).

The firm serves high net worth individuals (with a minimum contract opening of MXN $100,000), corporate entities requiring bond issuance structuring, fiduciary and pension trust administration, and qualified investors (Inversionistas Calificados) accessing the Sistema Internacional de Cotizaciones (SIC). Revenue is generated through a diversified mix of transaction-based fees (brokerage commissions, FX transactions, fund distribution), recurring advisory and portfolio management fees, professional services fees for fiduciary and structuring mandates, and currency hedging spreads. Marketing and client engagement rely on advisor relationships, content-driven market analysis (daily briefs, weekly reports, quarterly corporate summaries), and email distribution.

Masari is a 100% Mexican, privately held company with no parent, no disclosed institutional investors, no venture or private equity funding rounds, and no public listing. It has historically operated without M&A, partnerships, awards, patents, or regulatory actions of note. The most recent strategic actions were a 2018 change in shareholder composition followed by a multi-year operational and technological improvement program (2019-2021). The firm continues to expand its physical branch network within Mexico.

Name

Masari Casa de Bolsa

Legal name

Masari Casa de Bolsa, S.A.

Website

https://masari.mx

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

251–500 employees

Short description

Masari Casa de Bolsa is a privately held Mexican brokerage firm offering investment advisory, trading in equities, fixed income, FX, derivatives, fiduciary services, and securities issuance structuring to high net worth individuals, corporate clients, and qualified investors through 15 branches and the Masarinet online platform.

Ownership category

akta.pro rank

Headquarters

HQ city

Mexico City

HQ country

Mexico

HQ region

Latin America

Offices15 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D

Revenue model

1. Brokerage Commissions: Commissions earned on the buying and selling of securities including stocks, government debt, corporate debt, and ETFs through the capital markets and money market operations
2. Foreign Exchange Services: Revenue from currency exchange operations and hedging products including forwards and options for international currencies (USD, EUR, GBP, JPY, CHF)
3. Investment Advisory Fees: Fees for personalized investment advice and portfolio management services tailored to client risk profiles
4. Fiduciary Services: Revenue from trust and fiduciary services including estate planning trusts, investment trusts, guarantee trusts, and common representation services for corporations
5. Investment Fund Distribution: Distribution of investment fund shares (acciones de sociedades de inversión) from various fund operators, earning distribution fees
6. Structuring and Intermediation: Advisory fees for structuring securities issuances for public and private entities, including coordination, distribution and placement of bond offerings

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Masari Casa de Bolsa is a Mexican stock brokerage house (Casa de Bolsa) that intermediates securities transactions and provides investment advisory services. It buys and sells equities, ETFs, government and corporate debt, and international currencies (USD, EUR, GBP, JPY, CHF), offers currency hedging through forwards and options, distributes third-party investment funds, structures corporate bond issuances, and administers fiduciary trusts and common representation services for clients. Services are delivered through 15 branches across Mexico plus the Masarinet online platform.

Product overview

Masari Casa de Bolsa is a Mexican stockbroker offering a comprehensive suite of financial services organized around core investment and trading products. The portfolio includes Investment Advisory, Money Market (debt), Capital Markets (equities/ETFs), Foreign Exchange Market, Derivative Products (forwards and options), and Fiduciary Services (trusts and common representation). Supporting these core offerings are Analysis services (daily briefs, weekly reports, economic calendars), Investment Fund Distribution, Investment Management, and Structuring & Intermediation services. The company operates through its online platform Masarinet and maintains 15 branches across Mexico. Services range from short-term money market instruments to long-term capital market investments, serving both individual and institutional investors with personalized portfolio management and specialized advisory.

Differentiator

Problem solved

Functional benefit

Products and services

• Asesoría de Inversión (Investment Advisory) Specialized advisory from experienced investment advisors to help clients make optimal investment decisions, including personalized attention and investment strategy orientation.
• Mercado de Dinero (Money Market) Debt market services for negotiating government and corporate debt securities, offering personalized solutions to maximize investment returns and protect assets.
• Mercado de Capitales (Capital Markets) Equity market services offering specialized advisory for stocks and ETFs, with customized investment portfolios based on client risk profiles, including access to SIC-listed international securities for qualified investors.
• Mercado de Divisas (Foreign Exchange Market) International currency trading services providing monetary coverage through foreign exchange transactions with competitive pricing and immediate personalized service, supporting USD, EUR, GBP, JPY, CHF and other major currencies.
• Productos Derivados (Derivative Products) Financial derivative instruments for hedging investment risk through customized forward contracts and currency options tailored to client needs on international currencies.
• Fideicomisos (Trust Services) Fiduciary contract services for individuals and companies transferring assets (money, stocks, real estate) for management under specified conditions, including testamentary, investment, education, and guarantee trusts.
• Representación Común (Common Representation)

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Intercam Casa de Bolsa: Mexican financial group with brokerage, FX and trust services for individuals and corporates, also known for its dollar-linked product suite. Closely comparable to Masari's mix of FX, brokerage and fiduciary offerings in the Mexican HNW/corporate market.
• Ve por Más (BX+): Independent Mexican financial group operating a Casa de Bolsa focused on investment advisory, asset management and brokerage for HNW and institutional clients. Comparable mid-sized independent competitor with similar product breadth to Masari.
• GBM (Grupo Bursátil Mexicano): Mexico's largest independent brokerage house, offering equities, fixed income, FX, structured products and an online trading platform (GBM+). Closest direct peer to Masari in product breadth and target HNW/retail segments, but at materially larger scale.
• Punto Casa de Bolsa: Independent Mexican brokerage house serving HNW individuals and corporate clients with advisory, trading and fiduciary services. Closely comparable to Masari in size, independence and product mix within the Mexican brokerage industry.
• Finamex Casa de Bolsa: Independent Mexican brokerage offering equities, fixed income, mutual funds and investment advisory. Similar mid-sized, independent positioning to Masari with overlapping HNW and corporate client base.
• Actinver: Independent Mexican financial group with a Casa de Bolsa, mutual funds, private banking and trust services. Directly comparable to Masari across investment advisory, wealth management, and corporate fiduciary offerings, with a stronger asset-management franchise.
• Monex Grupo Financiero: Mexican financial group with a Casa de Bolsa focused on FX trading, derivatives, and corporate treasury services for cross-border clients. Comparable to Masari in FX/derivatives specialization and corporate-segment focus, though more international in orientation.

Emerging players

• Kuspit: Mexican digital-first brokerage aimed at retail investors with low commissions on equities, ETFs and mutual funds. Represents the emerging digital-native segment pressuring traditional houses like Masari on price and user experience.

Broad incumbents

• Banorte (Casa de Bolsa Banorte): One of Mexico's largest banks, with an in-house brokerage, investment funds and trust services distributed through its nationwide branch network. Competes with Masari across HNW advisory, fiduciary, and capital markets services, but as part of a much broader financial group.
• Bursanet (Santander Casa de Bolsa): Brokerage arm of Santander México, providing equities, mutual funds and FX trading through an online platform integrated with the bank's deposit base. Represents the bank-affiliated incumbent model that competes with Masari on scale and balance sheet.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks4 records

Key highlights6 records

Customer concentration

• Xx.com/MasariCB

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Masari Casa de Bolsa