Metrovalores Casa de Valores

What Metrovalores Casa de Valores does

Metrovalores Casa de Valores S.A. is a privately held Ecuadorian securities brokerage firm founded in 1994 and headquartered in Quito, with a secondary office in Guayaquil. The company is licensed and registered with the Quito and Guayaquil Stock Exchanges and operates under Ecuador's Securities Market Law as a regulated securities intermediary. Its core revenue-generating activity is corretaje de valores, the brokerage of financial instruments including credit notes, government bonds, corporate bonds, and equities traded on the Ecuadorian exchanges. Adjacent service lines include notas de crédito negotiation (providing retail investors liquidity against tax credit instruments), bonos del estado trading (with a particular focus on assisting retirees access state pension-related instruments), portfolio administration (discretionary and non-discretionary), and corporate finance advisory covering structured debt emissions such as commercial paper, corporate obligations, asset securitizations (titularizaciones), and equity share registrations.

The technology stack centers on two proprietary client portals — Inverxion (web and mobile, with iOS and Android applications) and Decevale — which provide account access, transaction execution, and portfolio visibility. The firm also operates an Investor Profile Simulator (a rule-based risk-tolerance questionnaire routing users to aggressive, moderate, or conservative strategies) and a generic Investment Simulator for scenario analysis. Clearing, settlement, and depository services are handled through DCV Banco Central, Ecuador's central securities depository; a strategic alliance with Fiduciaria Ecuador Fiduecuador S.A. extends the product surface into trust administration and securitization.

The business model is a hybrid transaction-fee and advisory-fee model: brokerage commissions on traded securities, recurring portfolio management fees, episodic corporate finance advisory fees, and transaction fees on structured debt placements. The go-to-market is sales-led, relying on a team of 14+ licensed operators accessed via WhatsApp, email, website forms, and physical offices. Customer segments are dual: high-volume retail (retirees and individual investors trading credit notes and government bonds, where the firm has placed approximately $592M USD cumulatively across 150+ clients and 200+ projects) and lower-volume corporate issuers using the firm for capital-raising mandates. Pricing is quote-based and not publicly disclosed. The firm does not publish financials; no funding rounds, no acquisition history, and no public ownership structure are disclosed in the input data.

Name

Metrovalores Casa de Valores

Legal name

METROVALORES CASA DE VALORES S.A.

Website

https://metrovalores.com.ec

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

11–50 employees

Short description

Metrovalores Casa de Valores S.A. is a Quito-based, Ecuadorian securities brokerage firm founded in 1994 that intermediates trading of credit notes, government bonds, corporate bonds, and equities, and advises corporate clients on structured debt and asset securitizations for retail investors and corporate issuers across Ecuador.

Ownership category

akta.pro rank

Product category

Securities Brokerage

NAICS

Securities and Commodity Contracts Intermediation and Brokerage (5231), Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)

akta.pro primary industry

Commercial Paper (CP) & Money Market Issuance (FSACABAH)

Keywords

• Securities brokerage
• Portfolio management
• Corporate finance advisory
• Capital markets
• Government bond trading

Headquarters

HQ city

Quito

HQ country

Ecuador

HQ region

Latin America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Securities Brokerage Commission: Commission-based trading of securities including government bonds, credit notes, corporate bonds, and equities on Ecuadorian stock exchanges.
2. Portfolio Management: Fees for managing investment portfolios on behalf of clients, including discretionary and non-discretionary management.
3. Corporate Finance Advisory: Advisory services for capital markets transactions including structured emissions, commercial paper, corporate bonds, and asset securitization.
4. Structured Emissions: Facilitating and managing structured debt emissions for corporate clients including commercial paper, corporate obligations, and securitizations.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Metrovalores Casa de Valores S.A. is an Ecuadorian securities brokerage firm that intermediates the trading of securities (credit notes, government bonds, equities) on the Quito and Guayaquil Stock Exchanges, manages investment portfolios on behalf of clients, and provides corporate finance advisory services including structured debt emissions, commercial paper, corporate bonds, and asset securitization. The firm operates under Ecuador's Securities Market Law and serves retail, institutional, and corporate clients through proprietary digital portals (Inverxion and Decevale).

Product overview

Metrovalores Casa de Valores is a securities brokerage and investment services firm operating in the Ecuadorian capital market. The company offers a unified platform of financial services centered on securities brokerage (Corretaje de Valores), which encompasses trading of credit notes, government bonds, and other securities. Supporting this core offering is portfolio administration, corporate finance advisory, and structured emissions services. Client access is facilitated through online portals (Inverxion and Decevale), complemented by an investment simulator and investor profiling tool. The company was established in 1994 and is registered with the Quito and Guayaquil Stock Exchanges.

Differentiator

Problem solved

Functional benefit

Products and services

• Corretaje de Valores (Securities Brokerage) Brokerage service enabling trading of credit notes, government bonds, equities, and other securities on the Ecuadorian stock exchanges on behalf of clients.
• Notas de Crédito (Credit Notes Trading) Service enabling clients to convert credit notes into cash quickly and securely, providing immediate liquidity.
• Bonos del Estado (Government Bonds Trading) Government bond negotiation service providing tools and expert support for state bond investments, often used by retirees seeking to access pension-related state bonds.
• Administración de Portafolios (Portfolio Management) Personalized investment portfolio management service based on client risk profiles and financial objectives, including both discretionary and non-discretionary management.
• Finanzas Corporativas (Corporate Finance Advisory) Specialized advisory services for corporate clients seeking capital market solutions, including structured emissions and debt issuance.
• Emisiones Estructuradas (Structured Emissions) Tailored debt and equity issuance solutions for corporate clients, encompassing commercial paper (papel comercial), corporate bonds (obligaciones), asset securitizations (titularizaciones), and share registrations (inscripción de acciones).

Quantifiable outcome

• $592 million USD in securities placed
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Fiduciaria Ecuador Fiduecuador S.A.coreStrategic or Co-development PartnerStrategic alliance with Fiduciaria Ecuador Fiduecuador S.A., an administrator of funds and trusts, to offer clients personal and institutional trust services including Mercantile Trusts, Fiduciary Commissions, and Securitization Trusts.
• DCV Banco CentralminorOthersClient clearing and depository services through DCV Banco Central, Ecuador's central securities depository.
• InverxionminorOthersDigital platform partnership for client account access and investment management.
• DecevaleminorOthersDigital platform partnership for client account access and portfolio management.

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Market position

Strengths4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/metrovalorescv
• Facebookfacebook.com/metrovalores
• LinkedInlinkedin.com/company/metrovalores-casa-de-valores-s.a.

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 Metrovalores Casa de Valores