Acciones & Valores

What Acciones & Valores does

Acciones & Valores S.A. (commonly branded Accivalores) is a privately held Colombian brokerage firm (Sociedad Comisionista de Bolsa) founded in 1960 and supervised by the Superintendencia Financiera de Colombia. The company operates a multi-product financial services platform comprising 14+ collective investment funds (Fondos de Inversión Colectiva) spanning fixed income (Accival Vista, Accival Renta Fija 180, Fondo 12M Plus), equities (Acciones Dinámico), structured and international products (FIC Estructurado Potencial USA, ETF 500 Acciones US, Acciones USA Voo, FIC Estructurado Acciones Brasil, Fondo Estrategia Global, Accival USD), and private capital (FCP Fore, FCP Deuda Internacional). Beyond asset management, the company provides brokerage and trading (RF y RV), cash management (Accipay/Accivalconnect), third-party portfolio administration (APT), international commerce payments via Convera (140+ currencies), foreign exchange (Divisas Express, USD/EUR), CDTs (CDT Tuya), and remittance services as a Western Union agent. Underlying technology consists of a proprietary client portal (portalclientes.accivalores.com), FIC management infrastructure, digital trading and wire transfer platforms, and integrations with Western Union and Convera; no AI/ML capabilities are disclosed.

The company serves three core customer segments: retail and individual investors accessing diversified local and international investment products; remittance and cross-border service users sending or receiving funds domestically and internationally; and corporate and institutional investors using cash management, APT, trading, and international commerce services. Distribution combines own branch offices (headquarters at Calle 72 # 7-64 Piso 11 in Bogotá and additional Bogotá locations), a Western Union agent alliance network (Banco Coomeva, Bancamía, Banco Caja Social, MiBanco, Supergiros, Pagafácil, Redy, Vigo), digital self-serve channels (portal, app, online remittances), and call/WhatsApp service lines.

Revenue is generated across multiple streams — brokerage and securities trading commissions, FIC management and administration fees, Western Union agent commissions, cash management/trade finance fees, and FX bid-ask spreads — under the supervision of the Superintendencia Financiera de Colombia and the self-regulatory AMV. The company monetizes via transaction fees and recurring management fees; pricing is not publicly disclosed. Marketing includes daily/weekly economic research publications, social media (Facebook, YouTube, Instagram, LinkedIn), events/webinars (Perspectivas del Emisor, Comex Talks), promotional campaigns (e.g., the December 2024 Coink/Mundo Aventura collaboration), and financial education content.

Name

Acciones & Valores

Legal name

Acciones & Valores S.A.

Website

https://accivalores.com

Company type

Private

Founded year

1960

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Acciones & Valores is a privately held Colombian brokerage firm (Sociedad Comisionista de Bolsa) operating since 1960, offering collective investment funds, brokerage, cash management, foreign exchange, and Western Union remittance services to retail, remittance, and corporate clients across Colombia.

Ownership category

akta.pro rank

Headquarters

HQ city

Bogotá

HQ country

Colombia

HQ region

Latin America

Offices3 records

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 Securities Trading Commissions: As a Sociedad Comisionista de Bolsa (stock brokerage firm) regulated by the Superintendencia Financiera de Colombia, the company earns commissions on securities trading, portfolio management, and investment advisory services for both individual and institutional clients.
2. Collective Investment Fund (FIC) Management Fees: Management and administration fees from managing multiple collective investment funds (Fondos de Inversión Colectiva) including fixed income, variable income, structured funds, private capital funds, and international funds.
3. Western Union Agent Commissions: Commissions earned as a Western Union agent for processing international money transfers (remittances) including send and receive services, foreign currency exchange, and related financial services.
4. Cash Management and Trade Finance: Fees from cash management solutions, third-party portfolio administration (APT), and international commerce services powered by Convera for cross-border payments.
5. Foreign Exchange Spread: Revenue from currency exchange (compra y venta de divisas) including USD, EUR and other currencies, generating income from bid-ask spreads.

Go-to-market motion2 records

Distribution channels5 records

Marketing channels6 records

Core offering

Acciones & Valores S.A. is a Colombian Sociedad Comisionista de Bolsa (stock brokerage firm) that manages a portfolio of collective investment funds (Fondos de Inversión Colectiva) spanning fixed income, equities, structured, private capital, and USD-denominated strategies. The firm also executes securities trading (RF y RV), provides cash management (Accipay) and third-party portfolio administration (APT), acts as a Western Union agent for international remittances and FX, and delivers international commerce payment services through a partnership with Convera across 140+ currencies.

Product overview

Acciones & Valores S.A. is a Colombian brokerage firm (Sociedad Comisionista de Bolsa) with over 65 years of experience, operating as a multi-product financial services platform. The core offering includes a comprehensive portfolio of 14 collective investment funds (Fondos de Inversión Colectiva) covering fixed income, equities, structured products, and private capital across COP and USD denominations. Financial services include cash management, trading, international investments, and third-party portfolio administration (APT). The company serves as a Western Union agent providing international remittance services, and partners with Convera for international trade payments. Economic research services provide daily and weekly market analysis across currencies, fixed income, and equities. The platform operates through digital channels including client portal and mobile services.

Differentiator

Problem solved

Functional benefit

Brands

• Accivalores: Primary brand name for Acciones & Valores S.A. brokerage services, including investment funds and trading platforms.
• Trii
• Accival Vista
• Accicuenta
• Fondo 12M Plus
• Accival USD
• Accival Renta Fija 180
• Acciones Dinámico

Products and services

• Accival Vista

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature4 records

Partnerships

15 partnerships are on record, tiered minor and core.

• Coink S.A.minorGTM or Marketing Partner · 1 December 2024Promotional partnership with Coink S.A. (digital wallet) for a joint campaign 'Día de locura con Coink y Mundo Aventura.' The campaign offered Mundo Aventura theme park passports to new Coink wallet users who received their first international remittance through the platform. 1,000 passports were available for distribution in Bogotá.
• Mundo AventuraminorGTM or Marketing Partner · 1 December 2024Mundo Aventura theme park partnered with Acciones & Valores and Coink S.A. for a promotional campaign, providing double passports as rewards for new Coink wallet users who received their first remittance.
• Western UnioncoreChannel Partner/ Reseller/ DistributorAcciones & Valores operates as a Western Union agent in Colombia, offering international money transfer services (send and receive), foreign currency exchange, and digital remittance solutions. This is a flagship partnership providing the company's remittance and cross-border payment services. The company is identified as 'Agentes Western Union en Colombia.'
• ConveracoreTechnology or IntegrationAcciones & Valores partners with Convera for its international commerce (Comercio Internacional) services, enabling global payments in more than 140 currencies for import/export operations. The Convera logo appears in the company's partner/ally section on the website.
• Banco CoomevaminorChannel Partner/ Reseller/ DistributorBanco Coomeva is listed as a Western Union ally/partner, enabling customers to send and receive international remittances through its branch network.
• BancamíaminorChannel Partner/ Reseller/ DistributorBancamía is listed as a Western Union ally/partner for money transfer and remittance services in Colombia.
• Banco Caja SocialminorChannel Partner/ Reseller/ DistributorBanco Caja Social is listed as a Western Union ally/partner (Aliado Western Union) offering money transfer and home delivery services for remittances.
• MiBancominorChannel Partner/ Reseller/ DistributorMiBanco is listed as a Western Union ally/partner providing international money transfer services.
• SupergirosminorChannel Partner/ Reseller/ DistributorSupergiros is listed as a Western Union ally/partner offering money transfer and remittance services through its agent network in Colombia.
• PagafácilminorChannel Partner/ Reseller/ DistributorPagafácil is listed as a Western Union ally/partner for money transfer and remittance payment services.
• RedyminorChannel Partner/ Reseller/ DistributorRedy is listed as a Western Union ally/partner providing money transfer and remittance services.
• Vigo (Home Delivery)minorChannel Partner/ Reseller/ DistributorVigo is a Western Union ally/partner offering home delivery (Giros a Domicilio) of remittances in Colombia.
• Superintendencia Financiera de ColombiacoreOthersRegulatory oversight body that supervises Acciones & Valores S.A. as a Sociedad Comisionista de Bolsa. The company is registered and vigilado (supervised) by the Superintendencia Financiera de Colombia.
• BVC (Bolsa de Valores de Colombia)coreOthersThe Colombian Stock Exchange is a key market infrastructure partner. The company's logo appears in its partner/ally section as a participant in Colombia's capital markets.
• AMV Colombia (Autorregulador del Mercado de Valores)coreOthersAMV Colombia is the self-regulatory organization for the securities market. Acciones & Valores is subject to AMV regulations, and the AMV logo appears on the website. The company references AMV regulations in its corporate governance and ethics documentation.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• BTG Pactual Colombia: Colombian brokerage operation of BTG Pactual, a major Latin American investment bank. Competes with A&V in securities brokerage, investment funds, and corporate/advisory services in Colombia.
• Alianza Valores: Independent Colombian brokerage firm (Sociedad Comisionista de Bolsa). Closely comparable to A&V in scope — brokerage, investment funds, treasury, and FX services to retail and corporate clients — making it a like-for-like domestic competitor.
• Credicorp Capital Colombia: Wealth management and investment banking arm of Credicorp in Colombia (formerly Correval). Competes with A&V across asset management, brokerage, and corporate finance for retail, HNW, and institutional clients.
• Corredores Davivienda: Securities brokerage subsidiary of Banco Davivienda in Colombia. Provides brokerage, investment advisory, and collective investment funds to retail and corporate clients, overlapping directly with A&V's brokerage and FIC business.
• Ultraserfinco (Banco de Occidente): Colombian brokerage acquired by Banco de Occidente, providing collective investment funds, brokerage, and structured products. Comparable to A&V in offering a full suite of FIC, fixed income, and equity services to Colombian retail and corporate clients.
• Valores Bancolombia (Comisionista de Bolsa Bancolombia): Brokerage arm of Grupo Bancolombia, one of Colombia's largest comisionistas de bolsa. Offers collective investment funds, securities trading, and portfolio management to retail and institutional clients, directly competing with A&V across FIC management, brokerage commissions, and research.

Emerging players

• Remitly: Digital remittance platform competing in the same Colombian remittance corridor that A&V serves through its Western Union agency. Comparable as an alternative remittance channel for the same retail senders and recipients.

Broad incumbents

• Casa de Bolsa (Banorte): Mexican brokerage arm of Grupo Financiero Banorte. While Mexico-focused, it is a relevant comparable for the brokerage + FIC + research model that A&V operates in Colombia, illustrating a broader regional playbook.

Others

• Western Union: Principal partner of A&V for cross-border money transfer services. While not a direct competitor in Colombia, Western Union dictates the economics, product set, and reach of A&V's remittance business and is therefore a critical ecosystem participant.

Regional players

• Larraín Vial: Chilean investment bank and brokerage with operations across Chile, Peru, and Colombia. Comparable as a regional, multi-product broker-dealer offering asset management, brokerage, and corporate advisory, mirroring A&V's product breadth in a neighboring Andean market.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@accionesyvaloressa/videos
• Facebookfacebook.com/accionesyvalores
• LinkedInlinkedin.com/company/acciones-y-valores-s-a-
• Instagraminstagram.com/accionesyvaloressa
• Xx.com/AcciValores

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 Acciones & Valores