What B2Finance does

B2Finance provides management consulting, outsourcing, and technology solutions to multinational investors, corporations, and family offices. According to the underlying source data, the company is linked to the broader H&CO LLP network — established around 1994-1995 — and operates a global expansion advisory practice spanning global market entry strategy, international tax planning and compliance, transfer pricing, entity incorporation, and corporate governance. The firm also delivers HR/payroll/recruitment services (under the "Capital Humano" practice) and runs audit and assurance engagements across multiple jurisdictions, serving clients that include eight of the ten largest private banks globally.

The firm's technology layer is built around an 18-year Gold SAP Partnership delivering SAP Business One implementations across the US and Latin America, supplemented by Creatio CRM and monday.com work management solutions, plus AWS, Microsoft, and Citrix technology partnerships. Entity management and fiduciary services are delivered through the Corpag division, which maintains fiduciary licenses in five jurisdictions including South Dakota and Hong Kong. The technology stack is described as integration- and interoperability-led (BTO/ERP unified data layer), without disclosed AI/ML differentiation.

Revenue is generated primarily through professional services fees — consulting, tax, HR/payroll, audit — plus technology implementation revenue, all under custom engagement-based pricing with multi-year contracts. The go-to-market is sales-led field consulting by locally embedded bilingual teams across 54 offices in 29+ countries, supported by thought leadership content, an SAP partner channel for technology implementations, and brand investment through Forbes, USA Today, Vault, and Inside Public Accounting recognitions. The company is privately held under an LLP/partnership structure with no disclosed institutional investors.

Name

B2Finance

Legal name

H&CO LLP

Website

https://b2finance.com.br

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

251–500 employees

Short description

B2Finance provides management consulting, outsourcing, and technology solutions to multinational investors, corporations, and family offices, supporting global market entry, tax compliance, entity management, and SAP ERP implementation across 29+ countries.

Ownership category

akta.pro rank

Headquarters

HQ city

São Paulo

HQ country

Brazil

HQ region

Latin America

Offices28 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Global Expansion & Advisory Consulting: Professional consulting fees for global market entry, entity incorporation, and international business setup services across 29+ countries. Revenue is generated through project-based engagements and retainer arrangements with multinational investors and corporations.
2. Tax & Accounting Services: International tax planning, compliance, transfer pricing, and audit representation services billed on a per-engagement or retainer basis for global investors and enterprises.
3. Technology Solutions (SAP Business One): SAP Business One implementation, customization, and ongoing support services. Gold SAP Partner with 18 years of experience delivering ERP solutions in the US and Latin America.
4. Capital Human / HR & Payroll Services: Recruitment, payroll processing, and HR management services for companies expanding their global workforce, delivered as boutique tailored solutions.
5. Entity Management & Fiduciary Services (Corpag): Fiduciary and entity management services through the Corpag division, with licenses in five jurisdictions including South Dakota and Hong Kong. Serves as a leading global entity management provider.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

B2Finance provides management consulting, outsourcing, and technology solutions to businesses and organizations. Core offerings include global expansion advisory, international tax and accounting, entity management and fiduciary services, human capital solutions, and ERP implementation (notably as a Gold SAP Partner implementing SAP Business One alongside Creatio CRM and monday.com work management platforms).

Product overview

H&CO LLP operates as a global expansion consulting firm offering a portfolio of professional services and technology solutions. The core offerings include Global Expansion Services, International Tax and Accounting, Entity Management and Trusts, and Human Capital Solutions, complemented by a technology division providing SAP Business One ERP implementation (as a Gold Partner with 18 years of experience), Creatio CRM, and monday.com work management platform. The company also offers cloud solutions and audit services. Together, these services enable international investors and companies to establish, operate, and grow their businesses across multiple global jurisdictions.

Differentiator

Problem solved

Functional benefit

Brands

• Corpag: Fiduciary services division with licenses in five jurisdictions including South Dakota and Hong Kong.
• H&CO University
• Alumni Program

Products and services

• Global Expansion Services Comprehensive consulting services for expanding business operations internationally, including market entry strategy, regulatory compliance, and local presence establishment across multiple jurisdictions. Target customers: multinational investors and corporations.
• International Tax and Accounting Services International tax planning, preparation, compliance, and audit representation services for global investors and multinational companies. Target customers: enterprises with cross-border tax exposure.
• Entity Management and Trusts Global entity incorporation, fiduciary services, and corporate governance solutions with fiduciary licenses in five jurisdictions including South Dakota and Hong Kong. Target customers: private banks, family offices, and multinational corporations.
• Human Capital Solutions Strategic recruitment, payroll processing, and HR solutions for building and managing global teams, including HR services adapted for international business needs. Target customers: companies expanding globally.
• SAP Business One Implementation Enterprise ERP solution for small and mid-sized businesses, including implementation, customization, and ongoing support with 18 years of experience across USA and Latin America. Delivered as a Gold SAP Partner.
• Creatio CRM CRM platform offered for customer relationship management and business process automation, distributed as a technology partner.
• monday.com Work Management Work management platform for team collaboration and project tracking, distributed as a technology partner.
• Audit and Compliance

Quantifiable outcome

• 25,000 international clients served across 29+ countries and 54 offices
• +4 more outcomes

Named customers1 record

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

Three partnerships are on record, tiered flagship and core.

• SAP (Gold Partner)flagshipTechnology or IntegrationH&CO is a Gold SAP Partner with 18 years of experience implementing SAP Business One across the US and Latin America. The firm won the SAP Innovative Partner of the Year award and offers SAP implementations, cloud solutions, and ongoing support as a certified SAP reseller and implementation partner. The firm also distributes Monday.com and Creatio solutions.
• AWS (Amazon Web Services)coreTechnology or IntegrationAWS is listed as a technology partner providing cloud infrastructure supporting H&CO's technology solutions including SAP Business One cloud deployments and BTO services.
• MicrosoftcoreTechnology or IntegrationMicrosoft is listed as a technology partner, supporting H&CO's enterprise technology stack and cloud solutions for global clients.

Scale indicators10 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• Citco: Citco is a global provider of corporate services, fund administration, and fiduciary solutions across major financial centers. Directly comparable to H&CO's entity management and fiduciary offerings through the Corpag division, especially for institutional and private bank clients.
• PKF International: PKF International is a global network of accounting and business advisory firms operating in 150+ countries. Directly comparable to H&CO in international tax, accounting, and cross-border expansion advisory for mid-market clients.
• Marcum LLP: Marcum is a top-tier US accounting and advisory firm with international expansion and entity management services. Comparable to H&CO in cross-border tax, advisory, and BPO/outsourcing services for mid-market and enterprise clients expanding internationally.
• Andersen Global: Andersen Global is an association of legally separate, independent member firms providing tax, legal, and advisory services worldwide. Comparable to H&CO in cross-border tax, advisory, and expansion consulting with global member-firm coverage.
• Vistra: Vistra is a global corporate services and fiduciary firm offering entity incorporation, tax, accounting, and HR services across 50+ jurisdictions. Overlaps directly with H&CO's entity management, international tax, and expansion advisory offerings.
• TMF Group: TMF Group is a leading global provider of compliance, entity management, accounting, tax, and HR/payroll services across 125+ jurisdictions. Directly comparable to H&CO's Corpag division and broader cross-border service stack, with similar locally-embedded delivery model.

Broad incumbents

• Crowe Global: Crowe Global is an accounting and advisory network spanning 130+ countries, providing audit, tax, and consulting services. Comparable to H&CO's international tax, advisory, and expansion consulting capabilities for enterprise clients.
• RSM International: RSM is a global network of audit, tax, and consulting firms serving mid-market companies across 120+ countries. A broader incumbent comparable to H&CO in cross-border advisory, tax, and consulting services targeted at mid-market multinationals.
• Baker Tilly International: Baker Tilly is a global advisory, tax, and accounting network with member firms across 140+ territories. Competes with H&CO in cross-border advisory, tax compliance, and consulting services for expanding businesses.
• BDO Global: BDO is one of the world's largest accounting and advisory networks with member firms in 160+ countries. A broader incumbent offering audit, tax, and consulting services that overlaps with H&CO's international tax, advisory, and accounting lines.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/b2finance1

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 B2Finance