Intéligo SAB

What Intéligo SAB does

Intéligo SAB is a Peruvian brokerage firm (Sociedad Agente de Bolsa) founded in 1996 and authorized by the Superintendencia del Mercado de Valores (SMV) in early 1997, operating as a subsidiary of Inteligo Group within the Intercorp conglomerate. The firm serves two customer segments — individuals (personas naturales) and institutions and companies (instituciones y empresas) — providing intermediation, advisory, custody, and research services across the Lima Stock Exchange (BVL) and international exchanges including NYSE, NASDAQ, the London Stock Exchange, and the Canadian Stock Exchange. As of June 2025, Inteligo SAB reported $656 million in assets in custody for more than 12,485 customers, while the broader Inteligo Group disclosed $7,143 million in assets under management across 76,325 clients in December 2023. The firm ranked among the top five in Lima Stock Exchange broker rankings in 2023 across multiple categories, including 3rd in secondary fixed income negotiation (S/162 million traded) and 4th in primary fixed income placement (S/415 million placed).

The company's core product is its E-trading Platform, which enables 100% digital account opening, real-time execution across local and international markets, and biometric authentication via Face ID on a mobile application. Complementary offerings include personalized Investment Advisory tied to client risk profiles, active Portfolio Management with monthly reporting, Securities Custody with dividend collection and share allocation, Research Services covering Peruvian sectors and macroeconomic themes, Debt Capital Markets structuring and placements, and securities-backed Financing (repo and money lending). Distribution operates through three channels: a self-serve digital platform for retail and SMB clients, dedicated investment advisors for institutional and high-touch individual clients, and physical offices in Lima (San Isidro headquarters) and Arequipa. Revenue is generated through transaction commissions on securities intermediation, recurring fees for custody and portfolio management, subscription advisory fees, and project-based professional services fees for debt structuring and placements; the published tariff schedule (Tarifario) is accessible via the SMV website.

The leadership team combines capital-markets veterans with Intercorp group executives. CEO Daniel Yagui Yoshimoto leads the firm with more than 16 years of cross-border finance experience; Antonio Farje Gordon (VP Wealth Management) and Ricardo Flores Pérez-Reyes (VP Asset Management) bring 23 and 25 years respectively in Peruvian and regional capital markets. The board, chaired by independent director Raúl Iñigo Tizón, includes Bruno Ferreccio del Río (also CEO of Inteligo Group) and Michela Casassa Ramat (Finance Manager of IFS and Interbank), reinforcing governance ties to the broader Intercorp ecosystem. Compliance infrastructure spans SMV authorization, FATCA Model 1 FFI registration, CRS/OECD standards, GDPR-aligned data protection, FCPA and Peruvian Law No. 30424 anti-corruption policies, and dedicated AML/CFT customer due diligence guidelines.

Name

Intéligo SAB

Legal name

Inteligo SAB

Website

https://inteligosab.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

101–250 employees

Short description

Intéligo SAB is a Peruvian brokerage firm (Sociedad Agente de Bolsa), founded in 1996 and regulated by the SMV, that intermediates securities on the Lima Stock Exchange and international markets (NYSE, NASDAQ, London, Canada) for individual and institutional clients via a digital E-trading platform, dedicated investment advisors, and physical offices.

Ownership category

akta.pro rank

Product category

Securities Brokerage

NAICS

Investment Banking and Securities Intermediation (52315)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)

akta.pro secondary industries

Agency & Supranational Bond Trading Platforms (FSAFACAD), Debt Advisory & Financing Advisory (FSAEAGAD), Stock Borrow/Loan (Equities Securities Lending) (FSACAFAD)

Keywords

• Securities brokerage services
• Investment advisory
• Portfolio management
• Securities custody
• Debt capital markets

Headquarters

HQ city

Lima

HQ country

Peru

HQ region

Latin America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Securities Intermediation Commissions: Inteligo SAB charges intermediation commissions for executing buy and sell orders in the securities market. This is the primary revenue stream for their brokerage operations.
2. Custody Services: Fees charged for the safekeeping of client securities, including dividend collection and share allocation services.
3. Portfolio Management: Fees for active portfolio management services for both natural persons and legal entities, including monthly specialized reports.
4. Investment Advisory: Revenue from providing personalized investment recommendations aligned with client risk profiles.
5. Debt Structuring and Placements: Advisory fees for structuring public or private debt for companies, and commissions for attracting investors for debt placements.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels4 records

Core offering

Intéligo SAB is a Sociedad Agente de Bolsa (brokerage firm) authorized and supervised by the Peruvian Superintendencia del Mercado de Valores (SMV). It intermediates securities transactions on the Lima Stock Exchange (BVL) and international markets (NYSE, NASDAQ, London, Canada), and offers personalized investment advisory, active portfolio management, securities custody, research coverage, and debt structuring and placement services for individuals and institutional clients.

Product overview

Intéligo SAB operates as a brokerage firm (Sociedad Agente de Bolsa) offering a unified platform for securities intermediation. The core offering centers on the E-trading Platform for digital stock trading, complemented by personalized Investment Advisory services, Portfolio Management, Securities Custody, and Research Services. For institutional clients, the company provides Debt Capital Markets capabilities including structuring and placements. All services integrate through the digital platform with mobile application access, supporting trading across the Lima Stock Exchange and international markets including NYSE, NASDAQ, London, and Canada exchanges.

Differentiator

Problem solved

Functional benefit

Products and services

• E-trading Platform

Quantifiable outcome

• Ranked 3rd in Secondary Fixed Income Negotiation in Peru 2023 with S/162 million traded
• +2 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration10 records

Feature3 records

Partnerships

Three partnerships are on record, tiered core.

• IFS (Intercorp Financial Services)coreTechnology or IntegrationIFS is listed on the New York Stock Exchange (NYSE) since 2019. Inteligo SAB offers access to the IFS trading platform (ifs.com.pe) for professional investors to buy and sell stocks online in real time.
• Bolsa de Valores de Lima (BVL)coreTechnology or IntegrationThe Lima Stock Exchange is the organized market where Inteligo SAB facilitates negotiation of listed securities. The company provides a link to the BVL website for investors to consult online quotes of listed companies.
• Superintendencia del Mercado de Valores (SMV)coreOthersInteligo SAB is authorized and supervised by the SMV (Superintendencia del Mercado de Valores). The company maintains transparency by directing clients to the SMV website for financial information.

Scale indicators6 records

Recent moves7 records

Expansion highlights5 records

Emerging players

• XP Inc. Brazilian digital broker and investment platform with rapidly growing market share through digital onboarding and product breadth. Relevant comparable for digital-first brokerage strategy and customer acquisition model.

Regional players

• GBM (Grupo Bursátil Mexicano): Mexican brokerage offering securities trading, asset management, and advisory services across equities and fixed income. Comparable as a regional broker serving a single primary market with similar product breadth.

Direct peers

• Larraín Vial: Chilean brokerage and investment bank offering securities intermediation, asset management, and corporate advisory across Andean markets. Comparable mid-sized regional broker with similar multi-asset, multi-market model.
• Diviso Bolsa: Peruvian brokerage firm (SAB) offering trading on local and international markets, portfolio management, and investment advisory. Direct domestic peer competing in the same BVL ranking categories.
• Acciones y Valores (AV Ventures): Peruvian brokerage firm (SAB) providing securities intermediation, custody, and investment advisory. Most direct domestic competitor in the same BVL trading categories where Inteligo ranks 3rd–5th.

Broad incumbents

• BTG Pactual: Largest Latin American investment bank with brokerage, asset management, and DCM operations across Brazil, Chile, Colombia, Mexico, and Peru. Directly comparable as a multi-market broker-dealer serving both retail and institutional clients.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/inteligo
• Facebookfacebook.com/inteligosab

Compliance9 records

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 Intéligo SAB