Intéligo SAB
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.
- Company typePrivate
- Founded1996
- HeadquartersLima, Peru
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
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.
Intéligo SAB firmographics
Firmographics- 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
Intéligo SAB industry classification
Industry- 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
Where Intéligo SAB is headquartered
LocationHeadquarters
- HQ city
- Lima
- HQ country
- Peru
- HQ region
- Latin America
Offices2 records
Markets served
Intéligo SAB business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Others
Revenue model
- 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.
- Custody Services: Fees charged for the safekeeping of client securities, including dividend collection and share allocation services.
- Portfolio Management: Fees for active portfolio management services for both natural persons and legal entities, including monthly specialized reports.
- Investment Advisory: Revenue from providing personalized investment recommendations aligned with client risk profiles.
- Debt Structuring and Placements: Advisory fees for structuring public or private debt for companies, and commissions for attracting investors for debt placements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Pay-as-you-go | Commission-based brokerage services |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels4 records
Intéligo SAB product offering
Product offeringCore 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
Companies that use Intéligo SAB
Customer profileSegments2 records
Ideal customer profiles2 records
Intéligo SAB technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
Feature3 records
Intéligo SAB partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- IFS (Intercorp Financial Services)coreIFS 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)coreThe 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)coreInteligo 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
Intéligo SAB competitors and assessment
Company assessmentEmerging 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
Intéligo SAB social profiles
Digital presenceIntéligo SAB compliance and trust
Trust signalCompliance9 records
Intéligo SAB financial estimates
Financial estimateRevenue estimate
Valuation estimate
Intéligo SAB leadership team
Management profileNumber of profiles
Profiles7 records
Intéligo SAB funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Intéligo SAB M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Intéligo SAB
What does Intéligo SAB do?
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.
Is Intéligo SAB a public or private company?
Intéligo SAB is a private company. It is classified as corporate owned and is currently operating.
When was Intéligo SAB founded?
Intéligo SAB was founded in 1996. It employs 101 to 250 people.
Where is Intéligo SAB based?
Intéligo SAB is headquartered in Lima, Peru, in the Latin America region.
How does Intéligo SAB make money?
Five revenue lines are on record. Securities Intermediation Commissions are the primary driver. The others are custody Services, portfolio Management, investment Advisory and debt Structuring and Placements.
Who are Intéligo SAB's main competitors?
XP Inc. is listed as an emerging player. GBM (Grupo Bursátil Mexicano) is listed as a regional player. Direct peers are Larraín Vial, Diviso Bolsa and Acciones y Valores (AV Ventures). BTG Pactual is listed as a broad incumbent.
Does Intéligo SAB have an API?
No public API is recorded for Intéligo SAB.
What industry is Intéligo SAB in?
Intéligo SAB's product category is Securities Brokerage. Its primary akta.pro industry code is BPAHAOAL, Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory), with a secondary code of FSAFACAD, Agency & Supranational Bond Trading Platforms. Its NAICS code is 52315 and its SIC code is 6211.