Primma Valores

What Primma Valores does

Primma Valores, S.A., Puesto de Bolsa is a Dominican Republic securities broker founded in 2013 and headquartered at Citi Tower, Piantini, Santo Domingo. The firm is administered by INICIA with the support of Agrega Partners and is regulated by the Superintendencia del Mercado de Valores (SIMV) under registration SVPB-005, with affiliation to the Bolsa de Valores de la República Dominicana (BVRD). Its primary commercial activity is intermediation of public-offering securities on both the stock exchange and OTC markets.

The company serves two principal client sets. For individual investors it offers a suite of short-term investment products — Primma Inversión, Primma Liquidez, Primma Mensual, Primma Más, and Primma Mutuo — alongside a Cuenta de Margen credit facility, brokerage in government and corporate bonds, equities, fund quotas, and structured trust securities, in both DOP and USD. Distribution runs through an online onboarding platform (cuenta.primmavalores.com) complemented by a named network of licensed corredores de valores. For corporate issuers, Primma provides structuring and primary-market placement services for fixed-income (commercial paper, corporate bonds, subordinated debt) and equity offerings on firm, best-efforts, or guaranteed bases. Technology is conventional brokerage infrastructure: an in-house account portal, SIMV-compliant risk and reporting systems, and TradingView widgets for market data display on the public site.

Revenue is generated through four streams: securities brokerage commissions (transaction fees), interest income from margin lending, transaction fees and yield spreads on the Primma investment products, and professional services fees for issuer structuring and placement. Marketing relies on a content-led motion anchored by Primma Reports (economic bulletins, podcasts, presentations) plus social media and event participation. In July 2025 the firm brought in Inversiones Universal, S.A. as a new strategic partner and increased its authorized social capital, signaling ongoing capital and governance reorganization.

Name

Primma Valores

Legal name

Primma Valores, S.A., Puesto de Bolsa

Website

https://primmavalores.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

Primma Valores is a Dominican Republic-regulated securities broker (Puesto de Bolsa) offering retail brokerage, margin lending, and short-term investment products to individual investors, plus structuring and placement services to corporate issuers in the DOP and USD markets.

Ownership category

akta.pro rank

Product category

Securities Brokerage

NAICS

Investment Banking and Securities Intermediation (523150), Securities and Commodity Contracts Intermediation and Brokerage (5231), Portfolio Management and Investment Advice (523940)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Retail Investment Products (RIPs) & Packaged Products (PRIIPs/KIDs) (FSACAMAN)

akta.pro secondary industries

Investment Management Advisory (RIA) (FSAEAAAB), Repo & Securities Financing Trading Venues (FSAFACAI)

Keywords

• Securities brokerage
• Investment advisory
• Securities intermediation
• Public offering trading
• Issuer services

Headquarters

HQ city

Santo Domingo

HQ country

Dominican Republic

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Securities Brokerage Commissions: The company generates revenue through securities intermediation in the public offering market, both on the stock exchange (bursátil) and over-the-counter (OTC) markets. Revenue is earned through commissions on buy/sell transactions of debt securities and other financial instruments.
2. Interest Income from Margin Lending: Primma Valores provides margin loans (Cuenta de Margen) to clients for purchasing public offering instruments, using acquired securities as collateral. Interest income is earned on these credit facilities extended to clients.
3. Investment Products (Primma Inversión, Primma Liquidez, Primma Mensual, Primma Más, Primma Mutuo): Short-term investment products combining simultaneous buy/sell operations of debt securities, generating fixed returns for clients. These products create revenue through interest rate spreads and lending arrangements where clients pledge securities to Primma Valores.
4. Structured Issuance and Placement Services: The company earns fees from structuring and placing public offering securities for corporate issuers, including fixed income (commercial paper, corporate bonds, subordinate debt), equities, and trust securities. Services include firm placement, best efforts, and guaranteed placement arrangements.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Primma Valores is a regulated Dominican securities broker (Puesto de Bolsa) that intermediates public offering securities in both the stock exchange (bursátil) and OTC markets. For investors, it offers a portfolio of short-term investment products (Primma Inversión, Primma Liquidez, Primma Mensual, Primma Más, Primma Mutuo), margin lending (Cuenta de Margen), and access to public offering securities in DOP and USD. For corporate issuers, it provides structuring (Estructuración) and primary-market placement (Colocación) services for fixed income and equity offerings.

Product overview

Primma Valores operates as a full-service stock brokerage (Puesto de Bolsa) in the Dominican Republic, offering an integrated portfolio of investment products and issuer services. For investors, the core offerings include seven distinct investment products: Primma Inversión (short-term fixed-return investment), Primma Liquidez (buy-sell-back liquidity solution), Primma Mensual (monthly cash flow investment), Primma Más (enhanced yield investment), Primma Mutuo (securities lending), Cuenta de Margen (margin trading), and Valores de Oferta Pública (public securities trading). For issuers, the company provides structuring and placement services for public offerings including corporate bonds, subordinated debt, and equity securities. The firm also acts as structurer and placement agent for various investment fund emissions.

Differentiator

Problem solved

Functional benefit

Products and services

• Primma Inversión Short-term investment product allowing clients to invest through simultaneous buy and sell operations of debt securities, offering fixed returns on short-term investments.
• Primma Liquidez (Buy-Sell-Back) Liquidity solution for clients holding securities, providing short-term liquidity through simultaneous sell and buy-back operations of debt securities at competitive interest rates.
• Primma Mensual Short-term investment combining simultaneous debt securities transactions with a securities lending component, generating monthly cash flows for investors seeking regular income.
• Primma Más Short-term investment combining simultaneous debt securities operations with securities lending to Primma Valores, allowing clients to maximize returns through additional yield on lent securities.
• Primma Mutuo Contract allowing clients with debt securities to lend them to Primma Valores under a loan arrangement, generating interest from the securities plus additional yield from Primma Valores.
• Cuenta de Margen Credit line extended by Primma Valores to clients for purchasing public offering instruments, using acquired securities or other liquid collateral as loan guarantees.
• Valores de Oferta Pública Public offering securities available for purchase or sale, including Central Bank debt instruments, Treasury Ministry securities, investment fund quotas, differentiated issuer bonds, corporate bonds, public offering trust securities, and stocks, denominated in Dominican Pesos or US Dollars.
• Estructuración Personalized structuring service for public offering emissions of securities tailored to each company's needs, including fixed income products (commercial paper, corporate bonds, subordinated debt) and equity products (stocks, trust securities).
• Colocación Primary market placement services for emission programs, offered on a best efforts, firm commitment, or guaranteed basis.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

Five partnerships are on record, tiered minor and core.

• Primma AdvisorsminorStrategic or Co-development Partner · 1 January 2021Primma Advisors is a financial advisory firm specializing in liability management and financial risk hedging, including origination, structuring, and distribution of credit solutions, foreign exchange (FX), and interest rate solutions. Vasco Leal serves as Executive Director of Primma Advisors.
• INICIAcoreStrategic or Co-development PartnerPrimma Valores is administered by INICIA with the support of Agrega Partners. INICIA serves as the parent/administrating entity of Primma Valores, providing strategic oversight and operational support for the brokerage firm.
• Agrega PartnerscoreStrategic or Co-development PartnerAgrega Partners provides support to Primma Valores as part of the ownership/administration structure alongside INICIA, contributing to the firm's strategic direction and operational capabilities.
• Bolsa de Valores de la República Dominicana (BVRD)coreStrategic or Co-development PartnerPrimma Valores is affiliated with the Bolsa de Valores de la República Dominicana (BVRD), enabling participation in the Dominican securities exchange market and access to market infrastructure.
• Superintendencia del Mercado de Valores (SIMV)coreStrategic or Co-development PartnerPrimma Valores is regulated by the Superintendencia del Mercado de Valores (SIMV), the Dominican securities regulator. The company is registered in the Securities Market Registry under number SVPB-005.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Regional players

• JMMB Group: Caribbean financial services group with brokerage and investment banking operations across Jamaica, Trinidad, and the Dominican Republic. Comparable as a regional securities intermediary, with overlapping presence in the DR market.
• Sagicor Financial: Caribbean financial services group offering investment and wealth management products across multiple territories. Comparable as a regional player offering packaged investment solutions, though with broader geographic diversification.

Broad incumbents

• BTG Pactual: Latin America's largest independent investment bank, offering brokerage, asset management, and issuer services across the region. Comparable in full-stack capital-markets offering though materially larger and broader than Primma.

Emerging players

• XP Inc. Brazilian digital investment platform combining brokerage, advisory, and issuer services. Comparable hybrid digital-plus-advisor model and product breadth, though operating in a much larger market.
• Inter & Co: Brazilian digital super-app with brokerage, advisory, and investment products delivered through a digital platform. Comparable in the digital-first self-serve onboarding approach combined with packaged investment products.

Direct peers

• Banreservas: Dominican state-owned bank with a Puesto de Bolsa offering competing in the same DR retail and institutional securities intermediation market. Comparable products and customer base with significant government backing.
• BHD Valores (Banco BHD): Brokerage arm of BHD León, a major Dominican financial group, providing securities intermediation and investment advisory in the same DR market. Comparable product set and customer base, with bank-affiliated distribution advantages.
• GBM (Grupo Bursátil Mexicano): Mexican independent brokerage offering retail and institutional intermediation, advisory, and structured products. Comparable in being a non-bank-affiliated full-service broker with a multi-product platform targeting retail and corporate clients.
• Popular Valores (Banco Popular Dominicano): Brokerage arm of the largest Dominican bank, operating a Puesto de Bolsa with similar securities intermediation, investment products, and issuer services. Directly comparable in business model and target market, with materially larger distribution scale.

Others

• Inversiones Bursátiles (LatAm regional brokers): Latin American retail brokerage platform offering securities intermediation and investment products. Comparable in core business model of intermediating public-offering securities to retail investors, though operating in different jurisdictions.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/primmavalores
• LinkedInlinkedin.com/company/primma-valores
• Instagraminstagram.com/primmavalores
• Facebookfacebook.com/PrimmaValores

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 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 Primma Valores