What Petrini Valores does

Petrini Valores S.A. is a privately held Argentine financial services firm founded circa 1985 and headquartered at 25 de Mayo 267, Piso 3°, Córdoba, Argentina. The company operates as ALYC y AN Propio #85, a self-clearing Securities Settlement Agent (Agente de Liquidación y Compensación Propio) and Negotiation Agent (Agente de Negociación) registered with the Argentine Securities Commission (CNV), granting it direct execution rights across all major Argentine trading venues: BYMA (equities and fixed income), Rofex (financial and commodity futures), Matba (agricultural futures), and MAV (terminal market). It also maintains mandate-based access to international markets through fund manager (gestoras de fondos) partnerships and operates in compliance with BCRA Communication A 3500 for FX transactions, FATCA for U.S. tax reporting, and AAIP/Ley 25.326 for data protection.

The firm delivers services through three core product pillars: Private Banking (personalized wealth management and portfolio design for high-net-worth individuals and families), Corporate Solutions (treasury, working-capital, and expansion-financing advisory), and Sales & Trading (high-volume institutional execution for insurance companies and investment funds). The technology layer is delivered via the Virtual Broker online client portal and a Direct Market Access (DMA) terminal, enabling both self-directed and advisor-mediated trading. Ancillary offerings include electronic checks (E-Cheqs), CEDEARs (foreign-equity certificates), stock custody, family asset management, M&A advisory, accounting advisory, startup funding, business matching, market research publications, and a nascent Bitcoin/crypto-mining advisory vertical.

Revenue is generated through two primary streams: transaction-based brokerage commissions on local and international instruments, and professional-services fees from personalized wealth-management and corporate advisory mandates. The go-to-market model is sales-led, combining relationship-manager-led distribution for private-banking and corporate clients with self-serve digital channels for active traders. Content marketing (bilingual website, weekly local and global research notes) supports top-of-funnel acquisition. With 11-50 employees and no disclosed funding rounds or external institutional ownership, Petrini Valores operates as an independent, founder-influenced (Ivan Petrini) regional broker.

Name

Petrini Valores

Legal name

Petrini Valores S.A.

Website

https://petrini.com.ar

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

11–50 employees

Short description

Petrini Valores is a privately held Argentine broker (ALYC y AN Propio #85) headquartered in Córdoba, providing wealth management, corporate advisory, and institutional sales and trading across local markets (BYMA, Rofex, Matba, MAV) and international venues.

Ownership category

akta.pro rank

Product category

Brokerage and Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

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

akta.pro primary industry

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)

akta.pro secondary industries

OCIO & Multi-Asset Outsourced Portfolio Management (FSAAAJAF), Endowment / OCIO-Style Multi-Manager Platforms (FSANAGAG)

Keywords

• Wealth management services
• Brokerage services
• Financial advisory
• Portfolio management
• Corporate finance advisory

Headquarters

HQ city

Córdoba

HQ country

Argentina

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Brokerage and Trading Commissions: Transaction-based revenue from executing trades across local markets (BYMA, Rofex, Matba, MAV) and international markets. Revenue is generated through commissions on financial instrument transactions including stocks, bonds, fixed income, and derivatives.
2. Financial Advisory Services: Revenue from personalized wealth management and financial planning advisory services for private banking and corporate clients, including portfolio design aligned to client profiles and objectives.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Petrini Valores is an Argentine licensed brokerage and financial advisory firm (ALYC y AN Propio #85) headquartered in Córdoba. It provides wealth management, corporate financial solutions, sales and trading, and consulting/advisory services across local (BYMA, Rofex, Matba, MAV) and international markets, serving individuals, families, corporations, and institutional clients. The firm combines portfolio design with technology-enabled risk and return assessment tools for personalized investment solutions.

Product overview

Petrini Valores is a Securities Settlement Agent (ALYC) and Negotiation Agent (AN) #85 in Argentina, offering a comprehensive suite of financial services. The company operates three core service pillars: Private Banking (for individuals and families), Corporate Solutions (for business financial management), and Sales & Trading (specialized institutional trading). These services are delivered through integrated market access covering local markets (BYMA, Rofex, Matba, MAV) and international markets via global partnerships, along with access to mutual fund managers. The company provides additional digital tools including client and DMA access portals, electronic check (E-Cheqs) products, and CEDEARs trading. The portfolio also includes advisory services for market research, business strategy, family asset management, M&A, accounting, startup funding, and emerging areas like cryptocurrency.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Banking Services
• Corporate Financial Solutions
• Sales and Trading
• Mutual Funds
• E-Cheqs

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Six partnerships are on record, tiered core.

• BYMA (Bolsas y Mercados Argentinos)coreTechnology or IntegrationLicensed trading venue for local securities. Petrini Valores executes trades across all financial instruments available in the Argentine market through BYMA.
• RofexcoreTechnology or IntegrationFutures market operator enabling trading of financial and commodity derivatives. Petrini Valores provides access to Rofex products for clients.
• MatbacoreTechnology or IntegrationAgricultural futures and options market. Petrini Valores offers access to Matba products for agricultural commodity trading.
• MAV (Mercado a Término de Rosario)coreTechnology or IntegrationTerminal market providing futures and options trading. Petrini Valores enables client access to MAV instruments.
• Gestoras de Fondos (Fund Managers)coreChannel Partner/ Reseller/ DistributorLocal and international fund managers including prestigious asset management firms. Petrini Valores offers access to mutual funds from these managers to complement portfolio design for clients.
• BCRA (Banco Central de la República Argentina)coreOthersCentral Bank of Argentina. Petrini Valores operates under BCRA regulations and follows Communication A 3500 guidelines for foreign exchange transactions.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• InvertirOnline (IOL): Leading Argentine online broker offering self-directed trading across BYMA and international markets plus CEDEARs. Directly comparable to Petrini's Virtual Broker and DMA platform offerings for self-directed retail and mid-market clients.
• Portfolio Personal de Inversiones (PPI): One of Argentina's largest retail broker-dealers providing local and international market access plus advisory services. Directly comparable in offering licensed brokerage (ALyC-style) and digital self-directed trading alongside personalized wealth advisory.
• Cohen Sociedad de Bolsa: Argentine broker and wealth manager with research-driven advisory and institutional sales-trading. Matches Petrini's positioning across local markets, fixed income research, and high-net-worth family coverage.
• Balanz Capital: Argentine asset manager and broker-dealer offering mutual funds, advisory and trading across local and international markets. Closely overlaps Petrini's multi-asset wealth advisory and brokerage model for HNW and institutional clients.
• Bull Market Brokers: Argentine broker-dealer providing trading on local and international markets with research and advisory support. Overlaps Petrini's commission-based brokerage and weekly research publication positioning.
• SBS Grupo Financiero: Argentine broker and advisory firm with institutional and retail wealth management offerings. Comparable to Petrini across fixed income, equities, advisory and multi-market access.

Emerging players

• Adcap Asset Management: Argentine asset manager focused on local fixed income and money-market strategies accessed via the broker-dealer channel. Relevant adjacent peer because Petrini distributes third-party 'gestoras de fondos' on its platform.

Broad incumbents

• Banco Galicia (Investment Services): Large Argentine universal bank offering brokerage (ALyC), wealth management and corporate advisory. Overlaps Petrini across every line of business but at materially greater scale and balance-sheet capacity.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/petrinivalores

Compliance3 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 Petrini Valores