What IBP Group does

IBP Group is a private financial advisory firm offering international wealth planning services to high-net-worth individuals and families. The firm operates under a consultative "accompaniment" model rather than transactional product sales, beginning each engagement with a 20-minute diagnostic conversation before proposing a tailored strategy. Its core offering, IBP - Planificación Patrimonial Integral, integrates asset construction, family protection, retirement planning, intergenerational continuity, education planning, and international health coverage within a single strategic framework. The firm complements this with a Seguro de Salud Internacional (International Health Insurance) product to deliver borderless family health coverage as part of the overall wealth plan.

The firm's go-to-market is relationship-driven and consultative, relying on direct consultation bookings via its website and a separate advisor portal ("¿Ya eres asesor?") that hints at advisor distribution as an emerging channel. There is no self-serve digital product, no proprietary technology, and no disclosed pricing model. Marketing language is Spanish with an "international" positioning, suggesting a likely Latin American client base with cross-border planning needs. No headcount, founding date, ownership structure, regulatory credentials, or financial figures are disclosed in the source material.

Revenue mechanics are described as professional services fees, but no specific fee structures, engagement minimums, or revenue figures are published. The firm claims a three-step process — diagnosis, proposal, accompaniment — and emphasizes long-term planning over single-product transactions. Without disclosed pricing, client counts, advisor credentials, or financial statements, the operational scale and commercial maturity of the firm cannot be assessed from the available data.

Name

IBP Group

Legal name

IBP Group

Website

https://ibpgroup.net

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

IBP Group is a private financial advisory firm that provides international wealth planning, family protection, and intergenerational transfer services to high-net-worth individuals and families through a consultative accompaniment model.

Ownership category

akta.pro rank

Product category

International Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592), Finance and Insurance (52)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)

Keywords

• Wealth management services
• International private banking
• Estate planning advisory
• Family asset protection
• International health insurance

Headquarters

HQ city

Montevideo

HQ country

Uruguay

HQ region

Latin America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Financial Advisory and Wealth Planning Services: IBP Group generates revenue through professional advisory services for international wealth planning, family protection, and intergenerational continuity. The company describes its approach as accompaniment rather than product sales, suggesting a fee-based consulting model. Services include integral heritage planning, international health insurance coordination, and strategic financial guidance tailored to individual family circumstances.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

IBP Group provides international private banking and comprehensive wealth planning (Planificación Patrimonial Integral) for high-net-worth individuals and families, integrating asset construction, family protection, retirement planning, and intergenerational continuity within a single advisory framework. The firm also distributes international health insurance (Seguro de Salud Internacional) as part of its broader wealth-protection offering.

Product overview

IBP Group operates as a unified wealth planning service rather than a modular software platform. The core offering is IBP - Planificación Patrimonial Integral, an integral international wealth planning service that encompasses asset construction, family protection, retirement planning, intergenerational continuity, education planning, and international health coverage. This is complemented by the Seguro de Salud Internacional, an international health insurance product that integrates with the wealth planning approach to provide comprehensive family protection across borders.

Differentiator

Problem solved

Functional benefit

Products and services

• IBP - Comprehensive Wealth Planning (Planificación Patrimonial Integral) An integrated wealth-planning service for high-net-worth individuals and families that combines asset construction, family protection, retirement planning, and intergenerational continuity under a single strategic framework.
• International Health Insurance (Seguro de Salud Internacional) International health coverage distributed as part of IBP Group's broader wealth-protection offering for internationally mobile high-net-worth clients and their families.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves3 records

Expansion highlights3 records

Broad incumbents

• Fisher Investments: Large independent RIA serving HNW individuals with discretionary portfolio management and wealth planning. Comparable to IBP Group on the registered investment advisor model, though with much larger AUM and a more productized portfolio management offering.
• Julius Baer: Swiss private bank focused on HNW advisory and intergenerational wealth planning across international markets. Comparable to IBP Group on integrated wealth advisory for mobile families, with stronger institutional positioning and broader asset class coverage.
• Lombard Odier: Swiss private bank offering integrated wealth management, estate planning, and intergenerational advisory to international HNW families. Comparable to IBP Group on cross-border wealth and family continuity, but operates at significantly greater scale and with deeper regulatory infrastructure.
• HSBC Private Bank: Global private bank with deep Latin American HNW franchise and cross-border wealth structuring capabilities. Directly comparable to IBP Group's international wealth thesis and Spanish-speaking client base, but with global scale, multi-jurisdictional licensing, and full product shelf.
• Pictet Group: Swiss private bank with a strong wealth management franchise serving international HNW clients across multiple jurisdictions. Comparable to IBP Group in cross-border wealth advisory and family office services, though at materially larger scale and broader product coverage.

Regional players

• Creand (formerly Banco Bilbao Vizcaya Private Banking): Spanish-language wealth management firm offering private banking, estate planning, and intergenerational advisory services. Comparable to IBP Group on integrated HNW planning in a Spanish-speaking market, though with deeper institutional roots and broader geographic reach across Spain and Latin America.

Direct peers

• Bessemer Trust: Multi-family office providing integrated wealth management, estate planning, and intergenerational advisory to ultra-HNW families. Directly comparable to IBP Group on the family-office-style integrated planning model, though serving a higher asset tier with deeper institutional capabilities.
• Northwestern Mutual: US-based integrated financial services firm combining wealth advisory with insurance (life, disability, long-term care) for HNW individuals and families. Comparable to IBP Group on the insurance-integrated wealth planning model and holistic long-term advisory positioning.
• New York Life Wealth Management: Insurance-led wealth manager offering integrated advisory, estate planning, and protection products to HNW clients. Directly comparable to IBP Group's 'wealth plus insurance' bundled approach and long-term family continuity orientation.

Emerging players

• Atlas Wealth Advisors: Boutique independent RIA offering fee-only financial planning and wealth advisory to HNW individuals and families. Comparable to IBP Group on the boutique advisory positioning and consultative, non-transactional service model, though primarily US-focused.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/ibp-group-latam

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 IBP Group