BCP Global
BCP Global operates a modular 360° wealth management platform for Latin American financial institutions, integrating custody, execution, portfolio management, and client-facing apps with AI features, serving banks, asset managers, and insurers across the region.
- Company typePrivate
- Founded2010
- HeadquartersMiami, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What BCP Global does
BCP Global is a Miami-headquartered private wealth technology company founded in 2010 that operates a modular 360° wealth management ecosystem serving financial institutions across Latin America. The platform integrates digital onboarding, customizable web and mobile applications, backend and CRM, an agent app, automated rebalancing, portfolio management, and sophisticated reporting into a single modular system, with support for multi-custodian, multi-product, multi-asset-manager, and multi-language deployment. Its technology stack includes a comprehensive REST API, three delivery models (VIA APP for fully branded deployments, VIA API for seamless integration, VIA WIDGET for embedded UI/UX components), AI-powered features (client chatbot, advisor assistant, and AI-generated reports), AES-256 encryption, and ISO 27001:2022 certification.
The company targets enterprise financial institutions including major retail and commercial banks, asset managers, broker dealers, insurance companies, and family offices, with a stated focus on serving mass affluent segments across Latin America. Its go-to-market is enterprise field sales targeting tier-1 financial institutions in markets where it maintains local presence in Argentina, Brazil, Mexico, and Panama. The named client base includes marquee institutions such as Bradesco, BBVA, Banorte, Grupo Aval, Davivienda, GBM Investor, Monex, Skandia, and tyba/Credicorp Capital, among others.
Revenue mechanics are based on subscription and licensing fees for platform access, implementation and professional services for deployment, and quote-based enterprise pricing with AUM-based tier segmentation (from <$100M to >$10B). Strategic funding has been provided by Banco Bradesco (2022) and InovaBRA (2023). Note: The provided source material primarily describes operations under the Xendia brand, and the relationship between BCP Global as a legal entity and Xendia as an operating brand is not explicitly clarified in the data.
BCP Global firmographics
Firmographics- Name
- BCP Global
- Website
- https://bcpglobal.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- BCP Global operates a modular 360° wealth management platform for Latin American financial institutions, integrating custody, execution, portfolio management, and client-facing apps with AI features, serving banks, asset managers, and insurers across the region.
- Ownership category
- akta.pro rank
BCP Global industry classification
Industry- Product category
- Wealth Management Software
- NAICS
- Software Publishers (5132), Computer Systems Design and Related Services (54151), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)
- SIC
- Services-Computer Integrated Systems Design (7373), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)
- akta.pro secondary industry
- Account Opening, KYC/AML & Customer Due Diligence (CDD/EDD) (FSABALAA)
Keywords
Where BCP Global is headquartered
LocationHeadquarters
- HQ city
- Miami
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
BCP Global business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations
Revenue model
- Platform/SaaS Licensing: Xendia provides its 360° wealth management ecosystem to financial institutions through modular licensing. The platform is offered via three delivery models: VIA APP (personalized delivery with customized applications), VIA API (seamless integration), and VIA WIDGET (embedded experience). Revenue likely derives from licensing fees, implementation fees, and ongoing platform subscriptions based on AUM or user counts.
- Implementation and Professional Services: The company provides deployment, customization, and integration services to help financial institutions launch digital investment offerings. This includes white-label customization, backend setup, and compliance configuration.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise-tier pricing based on institution AUM and scope of deployment |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels4 records
BCP Global product offering
Product offeringCore offering
BCP Global delivers a 360° modular wealth management ecosystem that enables financial institutions to design, launch, and scale digital investment offerings. The platform integrates digital onboarding, client-facing web and mobile applications, backend CRM, an advisor agent app, automated portfolio rebalancing, portfolio management, and sophisticated reporting, complemented by AI-powered client chatbot, AI assistant for advisors, and AI-generated reports. Institutions can deploy the ecosystem through fully branded customized apps (VIA APP), REST API integration (VIA API), or embedded widgets (VIA WIDGET), with multi-custodian and multi-asset-manager support.
Product overview
BCP Global, through BCP (Credicorp Capital), is a financial services firm providing investment advisory, wealth management, and capital markets services. The company offers financial advisory, investment management, and economic research services for institutional and retail clients in Peru and Latin America. Based on available sources, specific named product modules or digital platforms are not detailed.
Differentiator
Problem solved
Functional benefit
Products and services
- 360° Wealth Management Ecosystem (Core Platform) Modular wealth management platform that centralizes digital onboarding, web and mobile applications, backend CRM, agent app, automated rebalancing, portfolio management, and sophisticated reporting for financial institutions serving end clients.
- VIA APP (Personalized Delivery) Deployment model providing fully customized, branded mobile and web client applications together with backend and agent app tailored to the client's brand identity, with plug-and-play activation and rapid deployment.
- VIA API (Seamless Integration) Integration offering that enables financial institutions to embed the complete wealth management solution into their own platforms via comprehensive REST API for maximum flexibility and custom integration.
- VIA WIDGET (Integrated Experience) White-label widget embedding offering that allows financial institutions to embed parts of the wealth management solution into their existing client interfaces with complete customization and no coding required for faster implementation.
Quantifiable outcome
- Plug-and-play activation with rapid deployment
- +2 more outcomes
Companies that use BCP Global
Customer profileNamed customers14 records
Segments4 records
Ideal customer profiles3 records
BCP Global technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability3 records
Feature9 records
BCP Global partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered flagship and core.
- BradescoflagshipBradesco, one of Brazil's largest banks, uses Xendia's wealth management ecosystem to power digital investment offerings for retail banking clients. Partnership enables Bradesco to offer comprehensive wealth management services through customizable web and mobile applications integrated with automated portfolio management.
- BBVAflagshipBBVA utilizes Xendia's platform for digital wealth management services across its Latin American operations, leveraging the 360-degree ecosystem for client onboarding, portfolio management, and real-time reporting capabilities.
- tyba por Credicorp Capitalcoretyba, the digital wealth management platform of Credicorp Capital, uses Xendia's technology to serve mass affluent segments in Latin America, integrating automated rebalancing and multi-custodian capabilities.
- Banorte DigitalflagshipMexico's Banorte leverages Xendia's ecosystem to power digital wealth management offerings through customized mobile and web applications, enabling expansion into investment services for retail clients.
- GBM InvestorcoreGBM Investor uses Xendia's platform for digital investment services, integrating portfolio management, real-time reporting, and multi-product access to financial instruments.
- MonexcoreMonex, a Mexican investment services firm, utilizes Xendia's wealth management ecosystem for digital account management, advisor tools, and sophisticated reporting capabilities.
- Davivienda AdvisorscoreDavivienda, a Colombian banking group, uses Xendia for digital wealth management through customized applications and automated portfolio management for retail clients.
- Warren GlobalcoreWarren Global partners with Xendia for wealth management technology infrastructure, enabling digital investment services across multiple markets.
- SkandiacoreSkandia, an insurance and investment company, uses Xendia's platform to provide digital wealth management and investment advisory services to clients.
- Grupo AvalflagshipGrupo Aval, Colombia's largest banking conglomerate, leverages Xendia's ecosystem for digital wealth management services across its subsidiary Casa de Bolsa.
Scale indicators3 records
Recent moves3 records
Expansion highlights6 records
BCP Global competitors and assessment
Company assessmentBroad incumbents
- Temenos: Global core banking and wealth management software provider serving 3,000+ financial institutions including banks across LatAm. Broader incumbent whose wealth modules overlap with BCP Global's portfolio management and onboarding capabilities.
- Finastra: Large financial software provider covering retail, corporate, and wealth management with deep LatAm bank penetration. Broad incumbent whose wealth management and digital channels overlap with BCP Global's offering.
Direct peers
- FNZ: Global wealth management platform serving banks, insurers, and asset managers with end-to-end digital wealth infrastructure. Directly comparable as a B2B wealthtech platform for financial institutions, though larger and focused on broader geographies.
- Avaloq: Swiss wealth management technology provider offering core banking and wealth management software to banks and asset managers. Direct peer in modular, integrated wealthtech for financial institutions; recently acquired by NEC, giving it global scale.
- Backbase: Digital banking platform provider enabling banks to launch unified digital experiences including wealth and investment journeys. Comparable as a B2B digital banking/wealth platform sold via enterprise field sales to financial institutions.
- Addepar: Wealth management technology platform serving large RIAs, family offices, and private banks with portfolio management, reporting, and analytics. Comparable in serving institutional wealth managers with cloud-based portfolio and reporting tooling.
- Profile Software (Profile360): Specialist wealth management and banking software vendor serving banks, asset managers, and family offices with portfolio management, CRM, and digital channels. Direct comparable in modular wealthtech for financial institutions.
- InvestCloud: Cloud-based digital wealth management platform for financial institutions globally, offering apps, portals, and portfolio management. Direct peer in modular B2B wealthtech delivery for banks and asset managers.
Emerging players
- Mambu: Cloud-native banking SaaS platform enabling digital banks and lenders to launch financial products quickly. Comparable as a SaaS core/wealth infrastructure provider for financial institutions, though more focused on lending and deposit products.
Regional players
- CREALOGIX (NetGuardians / Teylor): European-headquartered digital banking and wealth software provider expanding into Latin America via partnerships. Comparable modular wealthtech for financial institutions, though its core geographic focus remains EMEA rather than LatAm.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
BCP Global social profiles
Digital presenceBCP Global compliance and trust
Trust signalCompliance1 record
BCP Global financial estimates
Financial estimateRevenue estimate
Valuation estimate
BCP Global leadership team
Management profileNumber of profiles
BCP Global funding detail
Funding detailFunding overview
Funding rounds2 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
BCP Global 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 BCP Global
What does BCP Global do?
BCP Global delivers a 360° modular wealth management ecosystem that enables financial institutions to design, launch, and scale digital investment offerings. The platform integrates digital onboarding, client-facing web and mobile applications, backend CRM, an advisor agent app, automated portfolio rebalancing, portfolio management, and sophisticated reporting, complemented by AI-powered client chatbot, AI assistant for advisors, and AI-generated reports. Institutions can deploy the ecosystem through fully branded customized apps (VIA APP), REST API integration (VIA API), or embedded widgets (VIA WIDGET), with multi-custodian and multi-asset-manager support.
Is BCP Global a public or private company?
BCP Global is a private company. It is classified as unknown and is currently operating.
When was BCP Global founded?
BCP Global was founded in 2010. It employs 11 to 50 people.
Where is BCP Global based?
BCP Global is headquartered in Miami, United States, in the North America region.
How does BCP Global make money?
Two revenue lines are on record. Platform/SaaS Licensing is the primary driver. The others are implementation and Professional Services.
Who are BCP Global's main competitors?
Broad incumbents on record are Temenos and Finastra. Direct peers are FNZ, Avaloq, Backbase, Addepar, Profile Software (Profile360) and InvestCloud. Mambu is listed as an emerging player. CREALOGIX (NetGuardians / Teylor) is listed as a regional player.
Does BCP Global have an API?
Yes. Xendia offers a comprehensive REST API for seamless integration, allowing financial institutions to integrate the complete Xendia wealth management solution into their existing platforms with maximum flexibility. The API enables custom integration for launching digital investment offerings.
What industry is BCP Global in?
BCP Global's product category is Wealth Management Software. Its primary akta.pro industry code is HDAAAGAJ, B2B SaaS & Enterprise Personalization (CRM, Sales, Support), with a secondary code of FSABALAA, Account Opening, KYC/AML & Customer Due Diligence (CDD/EDD). Its NAICS code is 5132 and its SIC code is 7373.