APEX Partners
APEX Partners is a Brazilian alternative investments and financial services platform founded in 2013, offering wealth management, asset management, investment banking, and proprietary regional research across five Brazilian states plus Portugal, serving high-net-worth individuals, regional corporates, and family businesses.
- Company typePrivate
- Founded2013
- HeadquartersVictoria, Brazil
- Headcount51–100
- GTM typeB2B and B2C
- OfferingServices
What APEX Partners does
APEX Partners is a Brazilian alternative investments and financial services platform founded in 2013 and headquartered in Vitória, Espírito Santo, operating across five Brazilian states (Espírito Santo, Paraná, Santa Catarina, São Paulo, and Rio Grande do Sul) plus an international office in Lisbon, Portugal. The company operates as a multi-entity platform organized around four core business areas: Gestão de Recursos (Resource Management), Advisory, Investment Banking, and Research. It serves high-net-worth individuals and families, mid-market and large regional companies, institutional investors, and family businesses/SMEs across underserved regional Brazilian markets outside the dominant Rio-São Paulo financial axis. Apex manages R$ 18.39 billion in assets under supervision with R$ 4.6 billion in net new money over the trailing 12 months.
The business model combines recurring AUM-based fees from wealth management and asset management (including Carbyne Investimentos with R$ 6.22 billion in AuM and R$ 3.0 billion in Real Estate AuM), transaction-based investment banking advisory fees (R$ 1.03 billion in completed advisory volume across 70+ projects and 27 active mandates), subscription-style securities distribution fees through a strategic partnership with BTG Pactual (under CVM Resolution 178), and transaction-fee revenue from private credit origination including debentures, CRA/CRI, structured credit, and U.S. direct lending. The company employs 51-100 staff and delivers services through a hybrid direct-advisory and franchise-office model supplemented by proprietary content marketing (BRM News, Folha Business, 196 million annual content impacts) and high-touch regional events.
The platform has expanded aggressively through seven acquisitions completed to date, including Potenza, Redoma, and Stark, and has made direct investments in operating companies spanning logistics (Apex Log), transportation (Univale Transportes), dark kitchens (ATW), and motorcycles (Mottu). In January 2026, APEX acquired a 14% strategic stake in publicly listed Brazilian travel company CVC (CVCB3), with founder Fernando Cinelli joining CVC's Board of Directors. The company's stated vision is to become Brazil's main regional investment bank by 2030, with a long-term ambition to expand capital sourcing internationally through a planned funding round following its 2025 R$ 100 million capital raise.
APEX Partners firmographics
Firmographics- Name
- APEX Partners
- Legal name
- APEX Partners
- Website
- https://apexpartners.com.br
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- APEX Partners is a Brazilian alternative investments and financial services platform founded in 2013, offering wealth management, asset management, investment banking, and proprietary regional research across five Brazilian states plus Portugal, serving high-net-worth individuals, regional corporates, and family businesses.
- Ownership category
- akta.pro rank
APEX Partners industry classification
Industry- Product category
- Investment Banking & Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Investment Banking and Securities Intermediation (52315), Miscellaneous Intermediation (52391), Miscellaneous Financial Investment Activities (523999)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)
- akta.pro secondary industries
- Strategic Partnerships, Alliances & JVs Advisory (BPAHADAI), Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE), Thematic / Sector-Focused Multi-Manager Platforms (FSANAGAH)
Keywords
Where APEX Partners is headquartered
LocationHeadquarters
- HQ city
- Victoria
- HQ country
- Brazil
- HQ region
- Latin America
Offices11 records
Markets served
APEX Partners business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investment Management and Advisory Fees: Revenue generated from managing client portfolios through the asset management arm (Carbyne Investimentos), including managed accounts and exclusive funds. Fees are assessed on assets under management and vary by product type and client profile.
- Investment Banking Advisory: Advisory fees from M&A transactions, capital raises (debt and equity), and market capital operations. Revenue is transaction-based, earned upon successful completion of mandates.
- Securities Distribution: Distribution of investment products (funds, fixed income, equities, private credit) as a registered investment advisor operating through BTG Pactual. Earns commissions and fees on distributed products.
- Private Credit Origination: Structured credit operations including debentures, CRA, CRI, and private lending. Earnings from structuring fees and ongoing credit administration.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Wealth Management for individuals and families with varying asset levels |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels8 records
APEX Partners product offering
Product offeringCore offering
APEX Partners operates an alternative investments and financial services platform focused on Brazilian regional markets outside the Rio-São Paulo axis. Its core offerings include investment banking advisory (M&A, capital raises, market capital operations), asset management via Carbyne Investimentos (real estate, private equity, venture capital, private credit), wealth management for high-net-worth individuals and families, and proprietary economic and political research on regional Brazilian markets. Services are delivered through direct advisory teams in regional offices and in partnership with BTG Pactual.
Product overview
Apex Partners operates as a comprehensive investment and financial services platform with a modular architecture organized around four core business areas: Gestão de Recursos (Resource Management), Advisory, Investment Banking, and Research. The platform offers a diversified portfolio including wealth management, investment advisory, investment funds (fixed and variable income), private pension, banking services (accounts, cards, payroll, business credit), insurance, foreign exchange, and real estate. The Gestão de Recursos division encompasses specialized modules for Private Equity & Venture Capital, Private Credit (with sub-products in Capital Solutions, Credit Rights, Stressed Assets, and U.S. Direct Lending), and Real Estate (with strategies in Development, Performing Assets, and Credit). Investment Banking provides M&A advisory, fundraising, and capital markets solutions. Research delivers economic and political intelligence across Brazilian regional markets. Services are delivered through partnerships including BTG Pactual for investment advisory and banking operations.
Differentiator
Problem solved
Functional benefit
Brands
- BRM News: Brazilian Regional Markets News - a newsletter and news platform covering regional Brazilian markets
- Brazilian Regional Markets (BRM)
- Conecta Folha Business
- Espírito Startups
- Folha Business
- BRM News Portugal
Products and services
- Wealth Management
Quantifiable outcome
- R$ 18.39 billion in assets under supervision
- +5 more outcomes
Companies that use APEX Partners
Customer profileNamed customers1 record
Segments4 records
Ideal customer profiles3 records
APEX Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
APEX Partners partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- BTG PactualcoreStrategic banking partnership for securities distribution. Apex operates as a registered investment advisor under BTG Pactual's regulatory framework, distributing investment products through BTG's banking infrastructure. The partnership also covers exchange services (câmbio), with BTG providing the banking rails and Apex providing client relationships and advisory services. APX Investimentos - Assessor de Investimentos Ltda (CNPJ 28.809.546/0001-07) is registered as an investment advisor under CVM Resolution 178, operating as a representative of BTG Pactual S/A.
Scale indicators14 records
Recent moves7 records
Expansion highlights6 records
APEX Partners competitors and assessment
Company assessmentDirect peers
- Vinci Partners: Brazilian listed alternative investment manager covering private equity, credit, infrastructure and real estate with both fund-management and wealth/advisory arms — directly comparable to Apex/Carbyne's mix of asset management, IB advisory and wealth services targeting Brazilian HNW and mid-market clients.
- Genial Investimentos: Brazilian mid-market wealth, brokerage and investment banking platform offering asset management, M&A advisory and securities distribution — closely comparable to Apex's integrated regional wealth + IB + distribution model.
- Guide Investimentos: Brazilian wealth and asset manager serving HNW and mid-market clients with portfolio management, private credit and advisory offerings — comparable in customer profile, product mix and mid-tier scale to Apex.
- Patria Investimentos: Brazilian alternative asset manager with strong real estate, private equity and credit franchises plus a wealth management arm — directly comparable to Carbyne Investimentos' alternative-investments focus and Apex's wealth platform.
- Órama: Brazilian multi-channel wealth and asset management platform serving retail and HNW clients with proprietary funds and advisory — comparable to Apex's wealth management and investment fund product modules.
- RB Capital: Brazilian asset manager focused on real estate and alternative income strategies — directly comparable to Apex's R$3B real estate management franchise and Carbyne's private-market offerings.
- Banco Pine: Brazilian wholesale and corporate bank focused on middle-market companies with corporate finance, capital markets and credit offerings — comparable to Apex's investment banking, private credit origination and corporate advisory services for regional mid-market firms.
Broad incumbents
- XP Inc. Brazil's largest independent wealth platform with broad wealth management, IB, asset management and securities distribution — a scaled incumbent whose advisor network expansion into regional Brazil directly targets Apex's core market.
- BTG Pactual: Largest Brazilian independent investment bank and Apex's core distribution partner — broad incumbent across wealth, IB, asset management, FX and credit, with the most directly overlapping product set and the partnership-dependent distribution relationship.
Emerging players
- Warren: Brazilian digital wealth management platform expanding into private credit and alternative products — comparable as a growing wealth manager competing for the same HNW and upper-mass client base that Apex serves through Carbyne.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
APEX Partners social profiles
Digital presenceAPEX Partners compliance and trust
Trust signalCompliance4 records
APEX Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
APEX Partners leadership team
Management profileNumber of profiles
Profiles1 record
APEX Partners subsidiaries and ownership
Company hierarchySubsidiaries4 records
APEX Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
APEX Partners M&A and investment
M&A and investmentM&A1 record
Investments25 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about APEX Partners
What does APEX Partners do?
APEX Partners operates an alternative investments and financial services platform focused on Brazilian regional markets outside the Rio-São Paulo axis. Its core offerings include investment banking advisory (M&A, capital raises, market capital operations), asset management via Carbyne Investimentos (real estate, private equity, venture capital, private credit), wealth management for high-net-worth individuals and families, and proprietary economic and political research on regional Brazilian markets. Services are delivered through direct advisory teams in regional offices and in partnership with BTG Pactual.
Is APEX Partners a public or private company?
APEX Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was APEX Partners founded?
APEX Partners was founded in 2013. It employs 51 to 100 people.
Where is APEX Partners based?
APEX Partners is headquartered in Victoria, Brazil, in the Latin America region.
How does APEX Partners make money?
Four revenue lines are on record. Investment Management and Advisory Fees are the primary driver. The others are investment Banking Advisory, securities Distribution and private Credit Origination.
Who are APEX Partners's main competitors?
Direct peers on record are Vinci Partners, Genial Investimentos, Guide Investimentos, Patria Investimentos, Órama, RB Capital and Banco Pine. Broad incumbents are XP Inc. and BTG Pactual. Warren is listed as an emerging player.
Does APEX Partners have an API?
No public API is recorded for APEX Partners.
What industry is APEX Partners in?
APEX Partners's product category is Investment Banking & Wealth Management. Its primary akta.pro industry code is BPAHAOAE, Equity Capital Advisory (Private Equity Placements, Growth Capital), with a secondary code of BPAHADAI, Strategic Partnerships, Alliances & JVs Advisory. Its NAICS code is 523940 and its SIC code is 6282.