BRAINVEST

What BRAINVEST does

BRAINVEST is a global independent multi-family office founded in 2003 and headquartered in Geneva, Switzerland. The firm serves 650+ ultra-high-net-worth families and individuals across three countries (Switzerland, Brazil, and the United States) through six offices (Geneva, Zurich, São Paulo, Salvador, Campinas, and Miami), managing US $6 billion in assets under management with 150+ employees. Its core offering spans private wealth management, investment advisory, financial planning, wealth strategy, liquidity and exit planning, pre-transaction planning, private investment opportunities, fiduciary services, family governance and education, asset consolidation, and next-generational planning. The firm operates through a multi-entity structure including Brainvest Wealth Management SA (Switzerland), Brainvest Wealth Management LLC (US RIA), Brainvest Fiduciary Services SA (Switzerland), and several Brazilian entities including the post-October 2023 acquisition of Enso Gestão de Recursos.

The firm is differentiated by an integrated platform that combines liquid assets (equities, fixed income, funds) with illiquid assets (private equity, venture capital, real estate, infrastructure) within unified client strategies, supported by a "skin in the game" philosophy where front-office partners co-invest alongside clients. The alternative investments platform, launched in 2012, provides clients access to global club deals, specialty finance, and venture opportunities, with disclosed case studies of IRRs of 15–97% (e.g., Twistlock 97% IRR, Filevine >60% IRR). Technology infrastructure relies on Addepar for offshore US operations and Britech for onshore Brazil operations, supplemented by proprietary portfolio management and reporting systems. The October 2023 $4 billion merger with a Brazilian multi-family office represents the most significant inorganic move, expanding Latin American scale.

BRAINVEST generates revenue primarily through recurring asset management fees on AUM and wealth management advisory fees for ultra-high-net-worth clients, supplemented by transaction-based fees for pre-transaction, exit, and liquidity planning, and professional services fees from fiduciary mandates. Pricing is quote-based, multi-year, and tailored to client complexity, with the firm targeting multi-generational families with 3+ generations and cross-border wealth structuring needs. Distribution is exclusively direct and high-touch through dedicated advisors and partners in each office, with no self-service or third-party channel models.

Name

BRAINVEST

Legal name

Brainvest Wealth Management LLC

Website

https://brainvest.com/

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

BRAINVEST is a global independent multi-family office founded in 2003, managing US $6 billion in assets under management for 650+ ultra-high-net-worth families across Switzerland, Brazil, and the United States, offering integrated wealth management, fiduciary, and alternative investment services.

Ownership category

akta.pro rank

Product category

Multi-Family Office Services

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Services (Single & Multi-Family Office) (FSABADAF)

akta.pro secondary industries

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Estate Planning, Trust Structuring & Governance (FSAAADAF), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

Keywords

• Multi-family office services
• Private wealth management
• Alternative investments advisory
• Cross-border wealth planning
• Fiduciary services

Headquarters

HQ city

Genève

HQ country

Switzerland

HQ region

Europe

Offices6 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management Advisory Fees: Fees for comprehensive wealth management services including investment advisory, financial planning, and portfolio management for ultra-high-net-worth families and family offices.
2. Asset Management Fees: Management fees based on assets under management (AUM) for private wealth management, fiduciary services, and alternative investment products. The company reports US $6 billion in assets under management.
3. Transaction-Based Advisory: Pre-transaction planning, exit planning, and liquidity planning services for clients undergoing business sales, IPOs, or other liquidity events.
4. Fiduciary Services: Fiduciary boutique services provided through Brainvest Fiduciary Services SA, focused on personalized solutions for ultra-high-net-worth individuals and single/multi-family offices.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Brainvest is a global independent multi-family office providing private wealth management, investment advisory, financial and wealth planning, succession and family governance services, and access to alternative investments for ultra-high-net-worth families across Switzerland, Brazil, and the United States. The firm manages US $6 billion in assets across 650+ families via six offices, offering holistic strategies that integrate liquid and illiquid assets within a partner-led advisory model.

Product overview

Brainvest is a Global Independent Multi-Family Office offering a unified platform of wealth management services. The core offering comprises Private Wealth Management, Investment Advisory, Financial Planning, Wealth Strategy, Liquidity Planning, Exit Planning, Pre-Transaction Planning, Private Investment Opportunities, Fiduciary Services, Family Governance & Education, Asset Consolidation, and Next Generational Planning. The firm operates through several subsidiaries including Brainvest Assessoria Financeira e Gestão de Recursos Ltda. (Brazil), Enso Gestão de Recursos Ltda. (acquired), Brainvest Wealth Management LLC (US), Brainvest Wealth Management SA (Switzerland), and Brainvest Fiduciary Services SA (Switzerland). The Family Office Solutions department provides specialized support for wealth planning, governance, succession, and legacy, while the Alternative Investments platform offers access to real estate, specialty finance, infrastructure, venture capital, private equity, and special situations investments.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Wealth Management Tailored wealth management service providing a personalized approach to managing client wealth around the goals and vision of ultra-high-net-worth families.
• Investment Advisory Advisory service for investment decisions including portfolio management and asset allocation across liquid and illiquid assets.
• Alternative Investments Comprehensive alternative investment platform covering real estate, specialty finance, infrastructure, venture capital, private equity, and special situations with access to exclusive club deals and direct co-investments.
• Family Office Solutions Dedicated department delivering tailored solutions beyond investment management, supporting multi-generational families with wealth planning, governance, succession, financial education, and legacy planning.
• Fiduciary Services Fiduciary services provided through Brainvest Fiduciary Services SA for ultra-high-net-worth individuals, single- and multi-family offices seeking personalized fiduciary solutions.
• Financial Planning Comprehensive financial planning services aligned to each stage of the client's financial journey, supporting goal-based wealth structuring.
• Liquidity and Exit Planning Planning services covering liquidity planning, exit planning, and pre-transaction planning for clients undergoing business sales, IPOs, or other liquidity events.
• Private Investment Opportunities Access to exclusive private investment opportunities including alternative investments, venture capital, private equity, real estate, and special situations.

Quantifiable outcome

• US $6 billion in Assets Under Management
• +3 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Four partnerships are on record, tiered supporting, flagship and core.

• Azevedo SettesupportingImplementation/ SI/ Consulting Partner · 23 October 2023Azevedo Sette law firm provided legal advisory to BRAINVEST on its acquisition of Enso. This represents a legal/transaction support partnership for M&A activities.
• Brazilian Multi-Family OfficeflagshipStrategic or Co-development Partner · 9 October 2023BRAINVEST announced a merger with a Brazilian multi-family office in a deal valued at $4 billion. This strategic combination expands BRAINVEST's presence in Brazil and creates a more comprehensive global multi-family office platform.
• AddeparcoreTechnology or IntegrationBRAINVEST uses Addepar platform for offshore US operations portfolio management and reporting. Addepar is a leading wealth management technology platform providing data aggregation, performance reporting, and analytics for complex portfolios.
• BritechsupportingTechnology or IntegrationBRAINVEST uses Britech platform for onshore Brazil operations login and account management.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Stonehage Fleming: Global multi-family office headquartered in Jersey/London with offices in Switzerland, South Africa, the US and Israel serving UHNW families with integrated wealth planning and alternative investments. Most comparable to Brainvest on multi-jurisdictional MFO positioning, partner-led model, and breadth beyond pure portfolio management.
• Bessemer Trust: US-headquartered multi-family office serving UHNW families with investment management, wealth planning, estate and family governance services. Directly comparable on MFO positioning, multi-generational book, and integrated investment + advisory offering versus Brainvest.
• Glenmede: Independent, privately-held multi-family office serving UHNW families and endowments with investment advisory, wealth planning and trust services. Comparable to Brainvest on independence, family-ownership structure, and breadth of non-investment family-office services.
• Cresset Asset Management: US-based multi-family office and private wealth firm providing family office services, direct private investments and alternative strategies to UHNW clients. Comparable to Brainvest on the dual focus of advisory plus proprietary direct/alternative investment platform.

Broad incumbents

• Lombard Odier: Swiss-headquartered private bank and wealth manager serving HNW/UHNW clients globally with portfolio management, advisory, and alternative investments. Overlaps with Brainvest in Swiss UHNW advisory and alts, but offers the full private-bank suite (lending, deposits, structured products).
• Pictet Group: Swiss private bank and asset manager headquartered in Geneva with strong wealth management and alternative investment capability. Competitor to Brainvest in the Swiss UHNW segment from a balance-sheet-backed incumbent perspective.
• EFG International: Swiss private banking group with significant Latin American and European UHNW coverage, particularly in cross-border wealth structuring. Comparable to Brainvest on Switzerland-LatAm corridor for UHNW families.

Regional players

• Vinci Partners: Brazilian alternative investment manager and wealth manager serving HNW and UHNW families in Brazil with private equity, infrastructure, credit and credit wealth products. Regional comp for Brainvest's Brazilian advisory and alts offering through Enso and Brainvest Assessoria.
• BTG Pactual Wealth Management: Brazilian investment bank with a large wealth management and family office practice serving Brazil-resident and cross-border UHNW families. Competes with Brainvest in the Brazilian UHNW segment with the full balance-sheet-driven product shelf of an incumbent.

Emerging players

• Atelier Investimentos: Brazilian independent wealth manager focused on HNW/UHNW clients with advisory plus alternatives exposure and a multi-office Brazil presence. Partially comparable to Brainvest on Brazil-focused MFO/wealth advisory positioning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/brainvest
• Instagraminstagram.com/brainvest_brasil

Revenue estimate

Valuation estimate

Number of profiles

Profiles21 records

Subsidiaries9 records

Funding overview

Funding rounds

Investors

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

M&A1 record

Investments

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

Frequently asked questions about BRAINVEST