RB Investimentos

What RB Investimentos does

RB Investimentos is a Brazil-based capital markets firm operating as a Distribuidora de Títulos e Valores Mobiliários (DTVM), headquartered at Rua Olimpíadas 205, Vila Olímpia, São Paulo. The company provides securities distribution, asset management, and corporate capital structuring services built around structured credit products — CRI (Real Estate Receivables), CRA (Agribusiness Receivables), debentures, Debêntures Incentivadas, FIDC (Receivables Investment Funds), FII (Real Estate Investment Funds), FI-Infra (Infrastructure Investment Funds), and Fiagro (Agro-Industrial Chain Investment Funds). It serves three principal client categories: corporate issuers in real estate, agribusiness, and infrastructure seeking capital markets financing; high-net-worth individuals and family offices seeking investment advisory; and institutional investors seeking asset management solutions. The firm operates as a subsidiary of RB Capital, whose 20+ year track record includes R$50+ billion in structured credit operations and 200+ executed deals.

RB Investimentos generates revenue through three primary streams: transaction-based fees from securities distribution and intermediation (CRI, CRA, debentures, FII, FIDC), recurring management fees on assets under management (including FIDC Aprovou, RB Investimentos FIF RF Ref. DI CP, and FII RB Investimentos Multiestratégia), and professional services fees from capital structuring and advisory mandates. Distribution occurs through three channels: a digital self-service platform at digital.rbinvestimentos.com, direct sales via in-house investment advisors targeting HNW and enterprise clients, and a network of six non-exclusive independent investment advisors (DNAINVEST, PROGETTI, MARKET INVEST, FIDUCIA CAPITAL, FJORD, HR ASSESSOR). Notable corporate mandates include JHSF (R$757 million), Aliansce Sonae (R$520 million), Petrobras (R$450 million debentures), Brookfield (R$276 million CRI), Rede D'Or (R$190 million), Sparta Fund (R$187 million CRA), Ascenty (R$52 million), and Impacto Bioenergia (R$30 million CRA).

The technology stack centers on the FAST TRADE trading platform, which provides order transmission, charting, simulation, and real-time market access through web and mobile interfaces, plus a digital client portal. Content marketing is delivered through the RB Trends portal, which publishes monthly recommended portfolios across private credit, real estate funds, equities, and asset allocation, alongside daily Morning Call email updates and coverage in Valor Econômico, CNN Brasil, and BandNews TV. Operational scale is significant relative to its 11–50 employee headcount: cumulative transaction volumes exceed R$50 billion in structured credit operations with 200+ deals and R$20 billion in distributed offerings. The firm is also establishing a wholly-owned securitization subsidiary (RB Investimentos Securitizadora) currently in CVM Category S2 registration, representing a vertical integration move into the issuance value chain.

Name

RB Investimentos

Legal name

RB Investimentos DTVM LTDA

Website

https://rbinvestimentos.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

RB Investimentos is a São Paulo-based Brazilian securities distributor (DTVM) offering structured credit products (CRI, CRA, debentures), asset management, and securitization services to corporate issuers, high-net-worth individuals, and institutional investors, backed by RB Capital.

Ownership category

akta.pro rank

Product category

Investment Banking and Securities Distribution

NAICS

Investment Banking and Securities Intermediation (52315), Funds, Trusts, and Other Financial Vehicles (525), Portfolio Management and Investment Advice (523940)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Asset-Backed Securities (6189), Mortgage Bankers & Loan Correspondents (6162)

akta.pro primary industry

Debt & Structured Finance / Mortgage Brokerage (BPAJABAK)

akta.pro secondary industries

Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit) (BPAHAOAD), Capital Markets Advisory (Equity Placement, JV & Recapitalization) (BPAJABAL), Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ)

Keywords

• Structured credit securities
• Securities distribution
• Asset management services
• Capital markets solutions
• Investment advisory services

Headquarters

HQ city

São Paulo

HQ country

Brazil

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Securities Distribution and Intermediation: Distribution and intermediation of structured credit securities including CRI (Certificados de Recebíveis Imobiliários), CRA (Certificados de Recebíveis do Agronegócio), debentures, FII (Fundos de Investimentos Imobiliários), and FIDC (Fundo de Investimento em Direitos Creditórios). Revenue generated through distribution fees and transaction commissions.
2. Asset Management: Management of investment funds including FIDC Aprovou, RB Investimentos FIF RF Ref. DI CP, and FII RB Investimentos Multiestratégia. Revenue generated through management fees charged on assets under management.
3. Capital Structuring and Advisory: Structuring of capital solutions for corporate clients in real estate, agribusiness, and infrastructure sectors. Includes development financing, build-to-suit operations, and structured credit solutions.
4. Investment Advisory Services: Personalized investment advisory services through a network of independent investment advisors (assessores de investimento), providing customized investment solutions for clients.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

RB Investimentos is a Brazilian securities distributor (DTVM) operating three integrated business units: brokerage and securities distribution (DTVM), asset management (Gestão de Recursos), and securitization. The company distributes and intermediates structured credit products including CRI, CRA, debentures, FII, FIDC, and FI-Infra for corporate issuers, while providing personalized investment advisory, recommended portfolios, and trading platform access to high-net-worth individuals and institutional investors. Capital structuring and advisory services are offered to corporate clients in real estate, agribusiness, and infrastructure sectors.

Product overview

RB Investimentos is a capital markets company operating as a unified platform combining securities brokerage (DTVM), asset management (Gestora), and securitization services. The company offers structured credit products including CRI (Real Estate Receivables), CRA (Agribusiness Receivables), Debêntures, Debêntures Incentivadas, FIDC, FII, and FI-Infra for corporate financing needs. For investors, it provides portfolio management services, recommended investment portfolios (Carteiras de Crédito Privado, Fundos Imobiliários, Ações, Alocação), and the FAST TRADE trading platform. The company is backed by 20+ years of experience from parent RB Capital and serves both institutional and retail clients through its digital platform and personalized advisory services.

Differentiator

Problem solved

Functional benefit

Products and services

• RB Investimentos DTVM - Corretora e Distribuidora de Títulos Main securities brokerage and distributor offering investment products and capital market solutions for individual investors and companies. Provides access to structured credit products, investment funds, and trading platforms.
• RB Investimentos Gestão de Recursos (Asset Management) Asset management division providing personalized portfolio management services, including FIDC, FII, and fixed income fund products with regulatory filings and monthly reports.
• RB Investimentos Securitizadora Securitization company (in registration process with CVM as category S2) that structures and issues securities backed by specific asset pools.
• Certificado de Recebíveis Imobiliários (CRI) Real Estate Receivable Certificates - debt securities backed by real estate receivables, used for financing real estate development projects.
• Certificado de Recebíveis do Agronegócio (CRA) Agribusiness Receivable Certificates - debt securities backed by agribusiness receivables, providing capital for agricultural sector companies and supply chain participants.
• Debentures and Debentures Incentivadas Corporate debentures - debt securities issued by companies, backed by creditor relationships; Incentivized debentures are tax-advantaged securities for long-term infrastructure projects.
• Fundo de Investimento Imobiliário (FII) Real Estate Investment Funds that primarily invest in real estate assets (completed or under development), providing rental income and capital appreciation.
• Fundo de Investimento em Direitos Creditórios (FIDC) Receivable Investment Fund - fund composed of receivables from one or multiple credit originators, structured in different tranches (senior and junior).
• Fundo de Investimento em Infraestrutura (FI-Infra) Infrastructure Investment Funds - regulated investment funds that invest in infrastructure projects, offering tax benefits to investors.
• Fundo de Investimento em Cadeias Agroindustriais (Fiagro) Agro-Industrial Chain Investment Fund focused on agricultural and agro-industrial sector assets and receivables.
• RB Investimentos FIF RF Ref. DI CP (Fixed Income Fund) Fixed Income Fund referencing CDI - money market and fixed income fund tracking CDI rates for short-term investments.
• FII RB Investimentos Multiestratégia Multi-Strategy Real Estate Investment Fund with diversified investment strategy across multiple real estate sectors and asset types.
• Desenvolvimento Imobiliário Built-to-Suit Custom real estate development services including build-to-suit (BTS), sale-and-leaseback (S&LB), and land acquisition - structured solutions for companies needing industrial, logistics, or commercial facilities.
• Assessoria de Investimentos (Investment Advisory) Personalized investment advisory services with dedicated specialists matching investment options to client profile, objectives, and preferences.
• Portabilidade de Custódia (Securities Custody Transfer) Securities custody transfer service enabling investors to transfer holdings (stocks, government bonds, investment funds, fixed income) from other brokerages to RB Investimentos or vice versa.
• FAST TRADE Trading Platform Trading platform provided to clients for order transmission, chart analysis, simulation, and real-time market operations through web and mobile interfaces, with no additional cost to RB Investimentos clients.

Quantifiable outcome

• R$50+ billion in structured credit operations completed
• +4 more outcomes

Named customers20 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Eleven partnerships are on record, tiered core and flagship.

• DNAINVEST Agentes Autônomos de InvestimentocoreChannel Partner/ Reseller/ DistributorNon-exclusive independent investment advisor network partner distributing RB Investimentos products. CNPJ: 08.199.634/0001-27. Partner: Alfredo Manuel Machado Melo de Sequeira Filho.
• PROGETTI Assessoria de InvestimentoscoreChannel Partner/ Reseller/ DistributorNon-exclusive independent investment advisor partner. CNPJ: 17.168.441/0001-08. Partner: José Antonio Simões Manhães.
• MARKET INVEST Assessor de InvestimentoscoreChannel Partner/ Reseller/ DistributorNon-exclusive independent investment advisor partner. CNPJ: 10.321.304/0001-04. Partner: Lucio Paulo dos Santos.
• FIDUCIA CAPITAL Agente Autônomo de InvestimentocoreChannel Partner/ Reseller/ DistributorNon-exclusive independent investment advisor partner. CNPJ: 33.902.854/0001-12. Partner: Markyan Vendrame Magnini.
• FJORD Assessor de InvestimentoscoreChannel Partner/ Reseller/ DistributorNon-exclusive independent investment advisor partner. CNPJ: 44.766.180/0001-92. Partner: Eliane Pierobon Accorsi.
• HR ASSESSOR de InvestimentoscoreChannel Partner/ Reseller/ DistributorNon-exclusive independent investment advisor partner. CNPJ: 62.193.962/0001-61. Partner: Gabriela Ledebour de Oliveira Ludmer.
• B3 (Brasil, Bolsa, Balcão)coreOthersRegulatory and market infrastructure partner for securities trading, clearing, and settlement. RB Investimentos is registered and supervised by B3.
• CVM (Comissão de Valores Mobiliários)coreOthersPrimary securities regulator for RB Investimentos as a DTVM (Distribuidora de Títulos e Valores Mobiliários). The securitization subsidiary is in process of registration as a securitization company (S2 category) with CVM per Resolução CVM nº 60/21.
• BSM Supervisão de MercadoscoreOthersMarket supervision and oversight body. Also provides investor compensation through MRP (Ressarcimento de Prejuízos) program.
• RB CapitalflagshipStrategic or Co-development PartnerParent company and strategic partner with 20+ years of experience in capital markets. RB Capital developed R$50 billion in structured credit operations, providing the foundation and expertise for RB Investimentos' operations and product development.
• FAST TRADE Platform ProvidercoreTechnology or IntegrationTrading platform technology provider for order transmission, chart analysis, simulation, and market operations. RB Investimentos provides this platform to clients for trading on the Brazilian stock exchange.

Scale indicators6 records

Recent moves3 records

Expansion highlights6 records

Direct peers

• XP Investimentos: Brazil's largest independent broker, operating a DTVM with securities distribution, asset management, structured credit, and investment advisory across retail and institutional clients. Direct competitor in CRI/CRA distribution and FIDC/FII product offerings.
• Genial Investimentos: Brazilian mid-sized broker with DTVM, asset management, and structured product offerings. Comparable in scale and product breadth, with overlapping customer segments in HNW individuals and structured credit investors.
• Vinci Partners: Brazilian alternative asset manager and investment bank active in real estate (FIIs), infrastructure, and private credit. Direct competitor in CRI distribution, infrastructure funds, and corporate capital structuring.
• Órama DTVM: Brazilian securities distributor and asset manager offering diversified investment products including FIIs, fixed income, and structured credit. Comparable mid-sized DTVM competing for HNW and advisor-channel clients.

Broad incumbents

• BTG Pactual: Brazilian investment bank with a fully integrated capital-markets, asset management, and securities distribution platform. Overlaps with RB Investimentos across structured credit, FIIs, and wealth management but operates at materially larger scale.
• Itaú BBA: Investment banking arm of Banco Itaú, leading underwriter of CRI, CRA, and debentures in Brazil. Competes with RB Investimentos in corporate capital structuring and structured credit distribution at the upper end of deal size.
• Bradesco BBI: Investment banking and securities distribution arm of Bradesco, active in structured credit, FIIs, and corporate advisory. Larger incumbent competitor with similar product breadth and institutional distribution.

Emerging players

• Warren Investimentos: Brazilian digital broker and asset manager with growing fixed-income and structured credit offerings. Competes in the digital distribution channel for retail and mass-affluent investors seeking credit products.
• Hedge Investimentos: Brazilian asset manager specializing in alternative investments, real estate funds, and structured credit. Comparable in focus areas (FIIs, private credit) with smaller AUM base and similar institutional/HNW client mix.
• TC (Trinca) Securities: Brazilian DTVM offering brokerage, asset management, and structured product distribution with advisor-channel focus. Similar mid-sized competitor with overlapping HNW and independent advisor client segments.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/Rbinvestimentos
• Facebookfacebook.com/rbinvestimentos
• LinkedInlinkedin.com/company/home/site/wwwroot
• Instagraminstagram.com/home/site/wwwroot

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries2 records

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 RB Investimentos