Lifetime

What Lifetime does

Lifetime is a Brazil-based private investment bank headquartered in São Paulo, founded in 2011. The firm offers financial solutions spanning asset planning, patrimonial (estate and wealth) planning, and advisory services, positioning it within the country's wealth management and financial advisory sector. Its core service mix suggests a client base of high-net-worth individuals, families, and potentially corporate clients requiring structured wealth, succession, and asset allocation guidance.

The firm operates with a headcount of 101–250 employees, indicating a mid-sized boutique-style investment bank rather than a bulge-bracket institution. Publicly available information on the firm's products, pricing, technology stack, distribution channels, and customer roster is severely limited — the primary web source returned only a loading/verification page with no substantive content, and structured data fields such as products, partnerships, management team, funding rounds, and regulatory actions are empty. As a result, the depth of Lifetime's product portfolio, the mechanics of its revenue model (fee-based advisory, AUM-linked, or transactional), and its broader go-to-market strategy cannot be reliably characterized from the supplied evidence.

What can be inferred is that, as a private Brazilian investment bank founded over a decade ago with a 101–250 employee base, Lifetime is an operating, revenue-generating entity serving the domestic wealth management market. The absence of disclosed funding rounds, M&A activity, or public investor backing suggests organic, founder-led growth rather than venture- or private-equity-backed scaling. Investors evaluating Lifetime should treat the available data as a thin skeleton — firmographic facts only — and flag the missing product, customer, and financial detail as a primary diligence priority.

Name

Lifetime

Website

https://lftm.com.br

Company type

Private

Founded year

2011

Headcount range

101–250 employees

Short description

Lifetime is a São Paulo-based private investment bank founded in 2011 that provides asset planning, patrimonial (wealth and estate) planning, and financial advisory services, primarily to Brazilian clients, with a 101–250 employee headcount.

Ownership category

akta.pro rank

Product category

Investment Banking

NAICS

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

akta.pro primary industry

Target-Date & Lifecycle Funds (FSAAAJAC)

akta.pro secondary industry

Target-Date & Lifecycle Funds (FSAAAEAF)

Keywords

• Investment banking services
• Wealth management advisory
• Asset planning solutions
• Patrimonial planning services
• Financial advisory

Headquarters

HQ city

São Paulo

HQ country

Brazil

HQ region

Latin America

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Core offering

Lifetime is an investment bank that offers financial solutions such as asset planning, patrimonial planning, and advisory services. The firm is based in São Paulo, Brazil, and was founded in 2011, employing 101–250 staff to deliver these financial offerings to clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Asset Planning

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Expansion highlights1 record

Broad incumbents

• BTG Pactual: Latin America's largest independent investment bank, offering wealth management, asset management, and advisory services from Brazil. Comparable to Lifetime as the dominant incumbent in the same Brazilian investment banking and wealth advisory space.
• Banco Bradesco ( wealth division): Major Brazilian bank with significant wealth management, investment advisory, and asset management operations. Comparable to Lifetime as a large incumbent in the same Brazilian financial services and advisory space.
• XP Inc. Brazilian financial services platform providing wealth management, investment advisory, and asset management to retail and HNW clients. Comparable to Lifetime as a scaled Brazilian advisory and asset-planning provider serving similar client profiles.
• Itaú Private Bank: Wealth management arm of Banco Itaú focused on HNW and family-office clients in Brazil. Comparable to Lifetime as a larger incumbent offering patrimonial/estate and asset planning in the same Brazilian market.
• Banco Safra: Large Brazilian private bank offering wealth management, investment advisory, and patrimonial planning services. Comparable to Lifetime as a Brazilian incumbent serving HNW clients with similar service lines.

Direct peers

• Genial Investimentos: Mid-sized Brazilian investment platform offering wealth management, advisory, and asset management services. Comparable to Lifetime in size, geographic focus (Brazil), and service mix across asset planning and advisory.
• Guide Investimentos: Brazilian investment firm providing asset management, wealth advisory, and fixed-income/investment products. Comparable to Lifetime as a similarly-sized Brazilian firm focused on advisory and wealth solutions.
• Ágora Investimentos: Brazilian investment platform offering advisory, wealth management, and brokerage services. Comparable to Lifetime as a direct competitor in Brazilian advisory and asset planning services.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat3 records

Key risks4 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

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 Lifetime