Inviu

What Inviu does

Inviu (legal entity INVIU S.A.U.) is a regulated Argentine financial intermediary founded in 2019 that operates a B2B2C wealth management platform connecting financial advisors with retail and corporate investors across Latin America. The company is registered with Argentina's CNV as Agente de Liquidación y Compensación Integral N°205 and Agente de Colocación y Distribución Integral de Fondos Comunes de Inversión N°121, and holds membership in the BYMA, MAE, MAV, and Rofex exchanges, giving it institutional-grade brokerage capabilities across local fixed income, equities, and derivatives.

The platform architecture consists of two dedicated web portals: the Asesor portal (asesor.inviu.com.ar) for financial advisors to manage client relationships, build risk profiles, and execute transactions, and the Inversor portal (inversor.inviu.com.ar) for investors to view consolidated portfolio performance across local and international markets. The platform supports digital account opening for individual local accounts, accounts at international brokers, and corporate accounts (with a 48-business-hour corporate SLA). Underlying technology is web-based with integration/interoperability as the primary differentiator, linking advisors and clients to multiple regulated exchanges and brokers rather than building proprietary AI or algorithmic trading infrastructure.

Commercially, Inviu operates through a network of 24+ named financial advisory and brokerage partner firms (including Adduntia, ARG Securities, Bero Capital, Bursatilx, CIFISA, Gorostiaga Bursátil, IMSA, SBT Valores, SJB, and others) that distribute its services to end investors across Argentina, Peru, and Uruguay. Revenue is generated as transaction and product distribution fees charged under a publicly disclosed tariff schedule. The footer reference to a Grupo Galicia integrated report suggests possible affiliation with or embedding within Argentina's Grupo Galicia financial conglomerate. With 11–50 employees and no disclosed external funding rounds, the company appears to be growing organically through partner channel expansion across three LATAM markets.

Name

Inviu

Legal name

INVIU S.A.U.

Website

https://inviu.com.ar

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Inviu is a CNV-regulated Argentine financial intermediary operating a B2B2C platform that connects a network of 24+ financial advisors and brokerage firms with individual and corporate investors across Argentina, Peru, and Uruguay, generating transaction-fee revenue through local and cross-border investment services.

Ownership category

akta.pro rank

Product category

Investment Services

NAICS

Securities and Commodity Contracts Intermediation and Brokerage (5231), Portfolio Management and Investment Advice (523940)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)

akta.pro primary industry

Investment Management Advisory (RIA) (FSAEAAAB)

Keywords

• Investment services
• Financial advisory platform
• Brokerage services
• Wealth management
• Investment platform

Headquarters

HQ city

City Bell

HQ country

Argentina

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Services and Transaction Fees: Inviu generates revenue as a registered financial intermediary (Agente de Liquidación y Compensación Integral and Agente de Colocación y Distribución Integral de Fondos Comunes de Inversión) through fees on financial transactions and investment products distributed through its platform

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Inviu is a regulated financial intermediary that operates a web-based investment platform connecting financial advisors with individual and corporate investors across Latin America. The platform provides digital account opening, multi-market portfolio tracking, and access to a range of investment products distributed through a network of certified financial advisors. The company holds CNV registrations as Agente de Liquidación y Compensación Integral N°205 and Agente de Colocación y Distribución Integral de Fondos Comunes de Inversión N°121.

Product overview

Inviu is a unified investment platform connecting financial advisors with investors across Latin America. The core offering consists of the Inviu Inversor Platform (for investors to access personalized advisory and view portfolio performance) and the Inviu Asesor Platform (for advisors to manage clients and provide tailored investment guidance). These platforms are complemented by a Financial Products Offering that enables investors to construct strategies aligned with their risk profiles, and an Account Opening Service supporting both personal local accounts and international broker accounts. The platform positions the human advisor relationship as central to the investment experience, with technology serving to strengthen rather than replace that connection.

Differentiator

Problem solved

Functional benefit

Products and services

• Inviu Inversor Platform A web-based platform for individual investors that provides personalized financial advisory services and enables visualization of investment performance across local and international markets.
• Inviu Asesor Platform A platform for financial advisors to manage client relationships, provide personalized investment advice, and assist clients with account opening processes.
• Financial Products Offering A range of financial investment products allowing investors to build strategies adapted to their objectives and risk profiles, in collaboration with their financial advisors.
• Account Opening Service Account opening service enabling personal local accounts and accounts with first-tier international brokers, as well as corporate accounts (processed within 48 business hours for corporates).

Quantifiable outcome

• Account opening for corporate clients within 48 business hours

Named customers22 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

22 partnerships are on record, tiered core.

• AdduntiacoreChannel Partner/ Reseller/ DistributorFinancial advisory firm partner that distributes Inviu's financial services to individual investors. Listed as part of Inviu's network of financial advisors on the main platform.
• ARG SecuritiescoreChannel Partner/ Reseller/ DistributorSecurities firm partner distributing Inviu's investment services to clients through their brokerage operations.
• Bero CapitalcoreChannel Partner/ Reseller/ DistributorCapital management firm partner using Inviu's platform for investment services distribution.
• Bituin InversionescoreChannel Partner/ Reseller/ DistributorInvestment firm partner in Inviu's distribution network.
• Blend InversionescoreChannel Partner/ Reseller/ DistributorInvestment advisory partner distributing Inviu services.
• BursatilxcoreChannel Partner/ Reseller/ DistributorBursatile trading platform partner in Inviu's network.
• CIFISAcoreChannel Partner/ Reseller/ DistributorFinancial services firm partner distributing Inviu's investment products.
• Five SAcoreChannel Partner/ Reseller/ DistributorInvestment services partner in Inviu's advisor network.
• Gorostiaga BursátilcoreChannel Partner/ Reseller/ DistributorStock brokerage partner in Inviu's distribution network.
• IMSAcoreChannel Partner/ Reseller/ DistributorFinancial advisory partner using Inviu's platform.
• Limay InversionescoreChannel Partner/ Reseller/ DistributorInvestment firm partner distributing Inviu services.
• Los TiloscoreChannel Partner/ Reseller/ DistributorFinancial advisory partner in Inviu's network.
• MJ TessiocoreChannel Partner/ Reseller/ DistributorFinancial advisory services partner distributing Inviu products.
• MM InvestmentscoreChannel Partner/ Reseller/ DistributorInvestment management partner in Inviu's distribution network.
• Net FinancecoreChannel Partner/ Reseller/ DistributorFinancial services platform partner using Inviu's services.
• RabellocoreChannel Partner/ Reseller/ DistributorFinancial advisory partner in Inviu's network.
• SBT ValorescoreChannel Partner/ Reseller/ DistributorSecurities and values firm partner distributing Inviu's financial services.
• Silver CloudcoreChannel Partner/ Reseller/ DistributorFinancial advisory partner in Inviu's advisor network.
• SJBcoreChannel Partner/ Reseller/ DistributorFinancial advisory partner using Inviu's platform.
• Assets SecuritiescoreChannel Partner/ Reseller/ DistributorSecurities firm partner distributing Inviu's services.
• Maxinta ValorescoreChannel Partner/ Reseller/ DistributorSecurities and values partner in Inviu's network.
• Esfera FinanzascoreChannel Partner/ Reseller/ DistributorFinance and advisory services partner distributing Inviu's financial products.

Scale indicators1 record

Recent moves6 records

Expansion highlights3 records

Direct peers

• Portfolio Personal de Inversiones (PPI): Argentina's leading online retail broker and investment platform offering local and international market access with proprietary advisory tooling. Directly comparable to Inviu on product scope, target segments (individual investors + advisors), and Argentine regulatory regime.
• Balanz: Major Argentine broker-dealer and asset manager (ALyC) operating a multi-product platform with advisor distribution. Closely comparable to Inviu as a similarly structured advisor-channeled ALyC competing for the same end investors in Argentina.
• InvertirOnline (IOL): Long-standing Argentine online broker (part of Grupo Supervielle) with self-directed and advisor-served channels. Comparable to Inviu as a multi-market retail/advisor brokerage competing for the same Argentine investor base.
• Bull Market Brokers: Argentine ALyC with online trading platform and advisor network, offering local and international market access. Closely comparable to Inviu in regulatory footprint (ALyC), channel strategy, and product mix.
• Cohen Aliados Financieros: Argentine investment firm with brokerage, asset management, and advisor-driven distribution. Comparable to Inviu in advisor-channel distribution model and ALyC-level access to local and international markets.
• Adcap Securities: Argentine broker-dealer focused on institutional and advisor-served clients with multi-market product offerings. Comparable to Inviu as a competing ALyC with a partner-driven distribution model.
• Tannus (formerly Avalia): Smaller Argentine broker-dealer and investment platform serving retail and advisor clients with local market access. Comparable to Inviu as a similarly sized ALyC competing for the same channel-partner-driven retail segment.

Broad incumbents

• XP Inc. Brazilian investment platform giant with an advisor-channel-led model and multi-asset offering across Latam. Comparable to Inviu as a much larger version of the same advisor-distributed investment thesis, providing a directional benchmark for what scaled Latam investing platforms can become.
• Mercado Pago (MercadoLibre): Latam fintech super-app with growing investment and securities distribution capabilities. Comparable to Inviu as a potential substitute distribution channel for retail investors in Argentina and adjacent markets, with materially larger scale and balance sheet.

Regional players

• GBM (Grupo Bursátil Mexicano): Mexican broker-dealer offering local and international trading with a digital-first platform and advisor support. Comparable to Inviu in product breadth and ALyC-style services, though operating in Mexico rather than the Southern Cone.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/inviu_arg
• LinkedInlinkedin.com/company/inviu-i
• Instagraminstagram.com/inviu.arg
• Facebookfacebook.com/Inviu-101894548477413

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Inviu