investa trust
Investa Trust is a Montevideo, Uruguay-based fiduciary services firm founded in 2008 that provides asset protection, tax planning, and fiduciary services to individuals, families, and corporations.
- Company typePrivate
- Founded2008
- HeadquartersMontevideo, Uruguay
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What investa trust does
Investa Trust is a private, for-profit financial services firm headquartered in Montevideo, Uruguay, founded in 2008. The firm provides asset protection, tax planning, and fiduciary services to individuals, families, and corporations, operating in a single disclosed geography (Uruguay) with a headcount of 11-50 employees. Its value proposition centers on trust-based advisory work — safeguarding client assets, structuring tax positions, and acting in a fiduciary capacity — which is a relationship-intensive, regulation-driven service category rather than a technology product.
The business model appears to be fee-based advisory/fiduciary work, where revenue would derive from ongoing asset-under-administration fees, retainer arrangements, and/or project-based engagements for tax structuring and asset protection mandates. No pricing models, publicly disclosed fees, revenue figures, funding rounds, or specific product tiers are documented in the available input data. The firm does not appear to operate a technology platform — there is no app, no API, no disclosed proprietary software, and no app store presence — and the public website returned only a verification/loading page with no substantive content during data collection.
Beyond the basic firmographics and service description, evidence is thin: no management team, no named clients, no partnerships, no awards, no regulatory disclosures, and no historical milestones were provided. This limits any deeper inference about competitive positioning, customer mix, or growth dynamics. The firm should be characterized as a small, Uruguay-domiciled boutique fiduciary practice with limited public information footprint, suitable only for analysis at a high level.
investa trust firmographics
Firmographics- Name
- investa trust
- Website
- https://investatrust.com
- Company type
- Private
- Founded year
- 2008
- Headcount range
- 11–50 employees
- Short description
- Investa Trust is a Montevideo, Uruguay-based fiduciary services firm founded in 2008 that provides asset protection, tax planning, and fiduciary services to individuals, families, and corporations.
- Ownership category
- akta.pro rank
investa trust industry classification
Industry- Product category
- Trust and Fiduciary Services
- NAICS
- Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592), Funds, Trusts, and Other Financial Vehicles (525)
- akta.pro primary industry
- Trust Administration & Fiduciary Accounting Services (FSAAANAF)
- akta.pro secondary industries
- Trust & Estate Tax Planning & Compliance (FSAEAKAE), Personal & Family Trust Services (FSAAANAA), Family Office Trust & Fiduciary Services (FSAEAKAF), Corporate Trust Services (Trustee, Agent & Escrow Roles) (FSAEAKAB)
Keywords
Where investa trust is headquartered
LocationHeadquarters
- HQ city
- Montevideo
- HQ country
- Uruguay
- HQ region
- Latin America
Markets served
investa trust business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
investa trust product offering
Product offeringCore offering
Investa Trust offers asset protection, tax planning, and fiduciary services for individuals, families, and corporations. The firm operates from Montevideo, Uruguay, and presents itself as a privately held services provider in the trust and fiduciary segment.
Differentiator
Problem solved
Functional benefit
Products and services
- Asset Protection Services
Companies that use investa trust
Customer profileIdeal customer profiles2 records
investa trust technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
investa trust competitors and assessment
Company assessmentMarket position
Competitive moat2 records
Key risks5 records
Key highlights4 records
Customer concentration
investa trust social profiles
Digital presenceinvesta trust financial estimates
Financial estimateRevenue estimate
Valuation estimate
investa trust leadership team
Management profileNumber of profiles
investa trust funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
investa trust 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 investa trust
What does investa trust do?
Investa Trust offers asset protection, tax planning, and fiduciary services for individuals, families, and corporations. The firm operates from Montevideo, Uruguay, and presents itself as a privately held services provider in the trust and fiduciary segment.
When was investa trust founded?
investa trust was founded in 2008. It employs 11 to 50 people.
Where is investa trust based?
investa trust is headquartered in Montevideo, Uruguay, in the Latin America region.
Does investa trust have an API?
No public API is recorded for investa trust.
What industry is investa trust in?
investa trust's product category is Trust and Fiduciary Services. Its primary akta.pro industry code is FSAAANAF, Trust Administration & Fiduciary Accounting Services, with a secondary code of FSAEAKAE, Trust & Estate Tax Planning & Compliance. Its NAICS code is 523991.