What Bci Securities does

Bci Securities, Inc. is a Miami-based SEC-registered broker-dealer and registered investment adviser, founded in 2011 and operating as the U.S. subsidiary of Banco de Crédito e Inversiones (Bci), one of Chile's largest banks. The firm targets high-net-worth individuals across the United States, Mexico, Brazil, Peru, Chile, and Spain, delivering three integrated service lines: Wealth & Portfolio Management (discretionary and non-discretionary advisory with annual account fees that bundle transaction costs), Sales & Trading (stocks, options, fixed income, mutual funds, ETFs, structured products, alternative investments, and Yankee Certificates of Deposit), and Market Analysis. Clients gain access to U.S. equities plus more than 60 international markets and more than 40 international fund houses for discretionary mandates.

Technology is anchored by the NetX Investor online trading platform, which enables clients to place equity and ETF orders directly when subscribed, in parallel with the traditional advisor-assisted channel. The firm is a member of FINRA and SIPC, was awarded 'Best International RIA' by Citywire Americas for its US Offshore Wealth Management leadership, and maintains a deliberately small 1–10 person team that leans on the parent bank's brand, regulatory licenses, and cross-border distribution footprint.

Revenue is generated through a hybrid of recurring advisory fees (annual account fees with embedded transaction costs on discretionary mandates) and transaction commissions plus product distribution across seven asset classes. Pricing is not publicly disclosed and is negotiated bilaterally based on account size, service type, and investment objectives. The customer base is exclusively high-net-worth individuals, served via a sales-led, relationship-driven go-to-market with bilingual English/Spanish client touchpoints.

Name

Bci Securities

Legal name

Bci Securities, Inc.

Website

https://bcisecurities.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Miami-based SEC-registered broker-dealer and investment adviser, and U.S. subsidiary of Chilean bank Bci, delivering discretionary and non-discretionary wealth management, multi-asset trading, and market analysis to high-net-worth clients across the United States and Latin America.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

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

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

Independent Broker-Dealer / Registered Representative Networks (FSAEACAG)

akta.pro secondary industry

Independent Broker-Dealers (Retail Network) (FSAAAAAC)

Keywords

• Wealth management services
• Investment brokerage
• Portfolio advisory
• Securities trading
• Alternative investments

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Advisory Services: Discretionary and non-discretionary advisory services with annual account fees that include transaction costs. Custom portfolio management with fees based on client profile and goals.
2. Trading Services: Commissions from trading stocks, options, fixed income instruments, mutual funds, ETFs, structured products, and alternative investments across domestic and international markets.
3. Investment Products Distribution: Distribution of mutual funds, ETFs, structured products, and alternative investment products (private equity, private credit, real estate, hedge funds) with access to over 40 international fund houses.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Bci Securities is a Miami-based SEC-registered broker-dealer and investment adviser that delivers personalized wealth management and brokerage services to high-net-worth clients across the United States, Latin America, and Spain. The firm provides discretionary and non-discretionary portfolio advisory, execution across U.S. and 60+ international equity markets, and access to a broad product set including stocks, options, fixed income, mutual funds, ETFs, structured products, alternative investments, and Yankee Certificates of Deposit. Distribution is hybrid: relationship-driven financial advisors supported by the NetX Investor online trading platform for self-directed equity and ETF order placement.

Product overview

Bci Securities operates as a unified financial services platform offering three interconnected core service lines: Wealth & Portfolio Management (with discretionary and non-discretionary advisory options), Sales & Trading (spanning stocks, options, fixed income, mutual funds, ETFs, structured products, alternative investments, and Yankee CDs), and Market Analysis. The firm also provides a proprietary online trading platform called NetX Investor for digital order placement. All services are integrated under a single advisory relationship, with access to over 40 international fund houses and more than 60 international markets to serve high-net-worth clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth & Portfolio Management Comprehensive wealth management offering for high-net-worth clients, encompassing both discretionary and non-discretionary advisory solutions with custom portfolio construction aligned to client goals and risk tolerance, including access to more than 40 international fund houses.
• Discretionary Advisory Service Investment management service in which clients delegate decision-making to Bci Securities advisors based on their profile and goals, with portfolios reflecting the firm's ongoing and customized analysis, access to more than 40 international fund houses, and transaction costs included in the annual account fee.
• Non-Discretionary Advisory Service Advisory service allowing clients to maintain control over investment decision-making while receiving ongoing and customized advisory support from Bci Securities advisors, with access to more than 40 international fund houses and transaction costs included in the annual account fee.
• Sales & Trading Full-service brokerage offering execution across stocks, options, fixed income, mutual funds, ETFs, structured products, and alternative investments to help clients achieve their financial goals across domestic and international markets.
• Stocks and Options
• Fixed Income Fixed-income investment products offering multiple instruments with different yields and risk ratings, designed for various risk appetites and investment horizons.
• Mutual Funds and ETFs Access to more than 40 international mutual fund houses, with the option to buy and sell American ETFs or European UCITS funds, plus fixed-maturity mutual funds.
• Structured Products Custom-designed financial products using derivatives strategies that enable investment through global stock market indices, stocks, commodities, and ETFs or mutual funds.
• Alternative Investments Non-traditional investment instruments including Private Equity, Private Credit, Real Estate, and Hedge Funds, distinct from conventional stocks, bonds, and cash.
• Yankee Certificates of Deposit (YCD) Short-term, dollar-denominated, fixed-rate investment instruments issued in the United States market.
• Market Analysis Expert advisory service providing timely, relevant, and practical financial guidance with regional and global perspective based on decades of Latin American and United States market experience.
• NetX Investor Online trading platform enabling Bci Securities clients to place equity and ETF orders digitally, in addition to working with their financial advisor, with access to U.S. and international markets when subscribed to the service.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• NetX InvestorcoreTechnology or IntegrationNetX Investor is an online trading platform that enables Bci Securities clients to place orders for equities and ETFs directly through the platform when subscribed to the service. This platform integration allows clients to access both U.S. and international stock markets through a digital self-service channel alongside advisor-assisted trading.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• LarrainVial: Chilean-origin broker-dealer and asset manager with U.S. presence serving HNW Latin American clients across multiple international markets. Closely comparable to Bci Securities in cross-border LatAm wealth strategy, parent-bank backing, and product breadth.
• BTG Pactual: Large Latin American investment bank and wealth manager with growing U.S. operations serving HNW and institutional clients in Brazil, Chile, Mexico, and other markets. Comparable in product breadth and target client base, though materially larger.
• Credicorp Capital: Wealth management and investment banking arm of Credicorp, with cross-border LatAm advisory and brokerage services targeting HNW clients. Comparable positioning as a bank-affiliated cross-border wealth franchise.

Broad incumbents

• Morgan Stanley Wealth Management: One of the largest U.S. wealth management franchises with a dedicated International Wealth group serving Latin American and Iberian clients. Provides a benchmark for the scale of offshore HNW competition Bci Securities faces.
• UBS Wealth Management: Global wealth manager with strong Latin American and Iberian offshore coverage, offering the full spectrum of brokerage, advisory, structured products, and alternatives. Comparable product set but at vastly greater scale.
• Raymond James Financial: U.S. broker-dealer and wealth manager with a sizable independent advisor network and a strong international/offshoring offering. Comparable as an SEC-registered broker-dealer and RIA serving HNW clients with multi-product access.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of advisors offering wealth management, brokerage, and advisory services. Comparable business model as an independent broker-dealer/RIA, though at far larger scale.
• Cetera Financial Group: Independent broker-dealer and RIA platform supporting financial advisors with wealth management, brokerage, and advisory infrastructure. Comparable SEC-regulated independent broker-dealer model serving advisor-led HNW relationships.

Emerging players

• Saxo Bank: Online multi-asset broker providing access to global equities, ETFs, FX, and structured products across dozens of international markets. Comparable in providing broad international market access via a digital platform, though focused on self-directed rather than advisor-led wealth.
• Interactive Brokers: Global electronic broker providing access to 150+ markets in stocks, options, futures, FX, bonds, ETFs, and funds. Comparable in offering extremely broad international market access to HNW/self-directed clients, and an alternative channel for the same offshore HNW demand pool.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/bci-securities

Compliance4 records

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 Bci Securities