360° Capital

What 360° Capital does

360° Capital is a Mexico City-based independent wealth management advisory firm operating as a CNBV-registered Independent Investment Advisor (registration 30130-001-(15024)-15/05/2019). Founded by Damián Rozo and Alfredo Muñoz, the firm provides patrimonial management, investment advisory, tax strategy via trusts, portfolio structuring, and debt optimization to private clients, families, and institutional clients including pension plans, foundations, family offices, and SMEs. The firm also offers corporate governance advisory and M&A support, positioning itself as a holistic wealth steward for intergenerational legacy planning rather than a transactional broker.

The firm operates without a proprietary technology platform, delivering all services through human advisors. It leverages a Casa de Bolsa-agnostic operating model — able to route trades through any Mexican brokerage — and maintains strategic alliances with specialized banks in local and international markets to reduce transaction costs and eliminate bank-driven conflicts of interest. Compensation is structured as a fixed percentage of average annual AUM, aligning advisor incentives with client portfolio outcomes. The team is small (1-10 employees) and founder-led, with both principals bringing 25+ years of collective experience across Standard Bank, BBVA, HSBC, Ixe Banco, Banorte, TCX, and Frontclear in trading, structured products, private banking, and emerging market derivatives.

Commercially, 360° Capital pursues a direct-to-consumer and direct advisory go-to-market, relying on personal relationships and referrals rather than disclosed marketing channels. The firm markets itself on independence, transparency, and a conservative, prudent investment process. There are no disclosed funding rounds, acquisitions, geographic expansions beyond Mexico, or technology platform investments; the legal entity is 360°Capital S.A.P.I. de C.V., headquartered at Miguel de Cervantes Saavedra 169, piso 10, Colonia Granada, Mexico City.

Name

360° Capital

Legal name

360°Capital S.A.P.I. de C.V.

Website

https://360ocapital.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

360° Capital is a Mexico City-based independent wealth management advisory firm that provides personalized patrimonial, investment, tax, and portfolio structuring services to HNW private clients, families, and institutional clients under CNBV registration.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Onshore Private Banking (Domestic HNW/UHNW) (FSAAABAA)

Keywords

• Wealth management advisory
• Investment advisory services
• Portfolio management
• Financial planning services
• Asset management advisory

Headquarters

HQ city

Mexico City

HQ country

Mexico

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. AUM-based Advisory Fees: Compensation scheme is determined by a fixed percentage on the average annual portfolio balance managed. Incentives are aligned with client performance: greater portfolio returns benefit both client and advisor.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Core offering

360° Capital is an independent investment advisor registered with CNBV that delivers personalized wealth management, financial planning, and investment advisory services to private clients, families, and institutional clients in Mexico. Core offerings include patrimonial diagnosis, risk profiling, portfolio structuring, debt optimization, tax strategy through trusts, corporate governance advisory, and M&A advisory. The firm operates without institutional affiliation through any Casa de Bolsa and uses strategic banking alliances to reduce transaction costs.

Product overview

360° Capital operates as a unified wealth management advisory platform offering integrated services for private clients, families, and institutional investors. The core offering comprises patrimonial management, investment advisory, tax strategy, and portfolio structuring services. Additional services include corporate governance advisory and M&A support. The firm functions as an independent investment advisor registered with CNBV, providing personalized services through strategic alliances with specialized banks and operating across multiple brokerage houses. The company does not offer a technology product or software platform; all services are delivered through human advisors.

Differentiator

Problem solved

Functional benefit

Products and services

• Gestión Patrimonial y Planeación Financiera (Wealth Management and Financial Planning) Comprehensive wealth management services including patrimonial planning and financial advisory to help individuals, families, and institutions preserve and grow their legacy across generations.
• Estrategia Fiscal (Tax Strategy) Tax strategy services using trusts and structures to navigate complexities of wealth conservation and transfer for private and institutional clients.
• Análisis y Decisión de Inversiones (Investment Analysis and Decision Advisory) Specialized financial instrument valuation, origination, and selection services to support client investment decisions.
• Estructuración de Portafolios y Optimización de Deuda (Portfolio Structuring and Debt Optimization) Portfolio diversification according to risk profiles and debt optimization services for private and institutional clients.
• Servicios para Clientes Institucionales (Institutional Client Services) Institutional services including alternative strategies and products, treasury management, pension plans, savings boxes, foundations, family office, and SME advisory.
• Gobierno Corporativo (Corporate Governance Advisory) Corporate governance advisory to define family business governance structures and create advisory boards and committees.
• Fusiones y Adquisiciones (Mergers and Acquisitions Advisory) M&A advisory services including valuation, investment, and business purchase support.
• Diagnóstico Patrimonial (Patrimonial Diagnostic) Patrimonial diagnostic process including risk profile assessment and balance sheet analysis (assets and liabilities) to optimize investment decisions.
• Proceso de Inversión Integral (Comprehensive Investment Process) Comprehensive investment process that favors synergies and alliances with specialized partners and an efficient cost structure.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Specialized Banks (unspecified)coreChannel Partner/ Reseller/ DistributorStrategic alliances created with banks specialized in local and international markets to reduce transaction costs and commissions for clients. These partnerships eliminate the conflict of interest banks have regarding transaction fee collection.

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Emerging players

• Kuspit: Mexican digital wealth management and brokerage platform. Comparable as it serves Mexican retail and HNW clients with managed portfolios, but differentiates via a tech-enabled platform rather than 360° Capital's pure-advisor model.

Direct peers

• CI Casa de Bolsa: Mexican brokerage and wealth management firm offering asset management and investment advisory to private and institutional clients. Similar regulatory standing under CNBV and serves overlapping HNW/UHNW client base.
• Finaccess: Mexican independent wealth advisory and family office services firm. Directly comparable as an independent advisor serving HNW Mexican families with portfolio management and financial planning services.
• Intercam Casa de Bolsa: Mexican financial group with brokerage and wealth management offerings. Comparable as a CNBV-regulated broker-dealer serving private clients with investment advisory products in the same Mexican market.
• IEPI Family Office: Mexican multi-family office providing wealth management, investment advisory, and succession planning services to HNW families. Comparable as a Mexico-based independent advisor focused on generational wealth transfer, mirroring 360° Capital's core proposition.
• GBM (Grupo Bursátil Mexicano): One of Mexico's largest independent brokerages and wealth managers, offering portfolio management, advisory, and asset management to private and institutional clients. Directly comparable as a Mexican investment advisory competitor serving HNW and institutional segments.
• Actinver Casa de Bolsa: Mexican wealth management and brokerage firm providing investment advisory, portfolio management, and private banking services. Comparable target market (HNW Mexican families and institutions) and product set (advisory, asset management, mutual funds).

Broad incumbents

• Morgan Stanley Wealth Management: Global wealth manager serving UHNW clients with portfolio management, financial advisory, and investment solutions. Comparable as a broad incumbent serving the same UHNW client profile, but operating at vastly larger scale with proprietary technology.
• UBS Wealth Management: One of the world's largest wealth managers with global HNW/UHNW advisory, portfolio management, and family office services. Comparable as a broad incumbent targeting the same UHNW clientele, but with full institutional infrastructure.

Regional players

• XP Inc. Brazilian wealth management and investment advisory platform with strong HNW and institutional presence across Latin America. Comparable as a regional peer with an independent-advisor-led model, though larger and geographically Brazil-focused.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/360Capitalo

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 360° Capital