CAISA Agencia de Bolsa

Name

CAISA Agencia de Bolsa

Legal name

COMPAÑÍA AMERICANA DE INVERSIONES S.A. CAISA AGENCIA DE BOLSA

Website

https://caisaagenciadebolsa.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

La Paz

HQ country

Bolivia

HQ region

Latin America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Advisory Services: Advisory fees for investment advisory services where CAISA advisors help clients define investment objectives and risk profiles to construct portfolios using the firm's perspective on different asset classes.
2. Portfolio Management (Discretionary): Discretionary portfolio management services where CAISA actively manages client portfolios through discretionary mandates, covering investment strategies from capital preservation to growth opportunities.
3. Securities Intermediation (Non-discretionary): Non-discretionary investment account services where clients execute their own orders on the stock exchange using CAISA's services, team, and specialized tools.
4. Securities Issuance Services: Services for companies seeking to issue and list securities, including issuer registration, structuring, and securities placement services.
5. Investment Products Distribution: Distribution of investment products including reportos, fixed income (renta fija), fixed-term deposits (DPF), and open-end investment funds.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

CAISA Agencia de Bolsa is a Bolivian securities brokerage firm offering investment advisory, discretionary portfolio management, and non-discretionary securities intermediation through investment accounts. It also provides securities issuance services to corporate clients (issuer registration with ASFI's RMV, structuring/listing of public offerings, and placement of securities). The firm distributes investment products including Reportos, Fixed Income, Fixed-Term Deposits (DPF), and Open-Ended Investment Funds administered via subsidiary Fortaleza SAFI S.A., which oversees 17 investment funds.

Product overview

CAISA Agencia de Bolsa is a brokerage firm providing investment services through three main divisions: Investment Services (Asesoría, Portfolio Management, and Intermediation), Securities Issuance Services (Issuer Registration, Securities Structuring/Registration, and Placement), and Investment Products (Fixed Income, Repurchase Agreements, Fixed-term Deposits, and Open-ended Investment Funds administered by subsidiary Fortaleza SAFI). The company operates as part of Grupo Financiero Fortaleza and was founded in the early 1990s as a business incubator for the group. Fortaleza SAFI, a subsidiary, currently manages 17 investment funds (12 open-ended and 5 closed-ended). The firm also provides investor education through its Aula Bursátil platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Asesoría (Investment Advisory) Advisory service where CAISA's investment advisors work with clients to define investment objectives and risk profiles, then construct portfolios using the firm's perspective on different asset classes. Targeted at individuals, companies, and institutions.
• Administración de Cartera (Portfolio Management) Active discretionary portfolio management under mandate, with strategies ranging from capital preservation to growth opportunities, tailored to client objectives and risk profiles.
• Intermediación (Securities Brokerage) Non-discretionary investment account service enabling clients to buy and sell securities by executing their own orders on the Bolivian stock exchange, using CAISA's specialized team and tools.
• Reportos (Repurchase Agreements) Repurchase agreement investment products offered as part of CAISA's securities investment product lineup for client portfolio allocation.
• Renta Fija (Fixed Income) Fixed income investment products available for allocation within client portfolios via CAISA's brokerage distribution.
• Depósitos a Plazo Fijo (Fixed-Term Deposits) Fixed-term deposit products offered through CAISA's brokerage as part of the investment products lineup.
• Fondos de Inversión Abiertos (Open-Ended Investment Funds) Open-ended investment funds (12 funds) administered by subsidiary Fortaleza SAFI S.A. and distributed via CAISA's brokerage channel to public investors.
• Inscripción del Emisor (Issuer Registration) Service to register companies as issuers with ASFI's Securities Market Registry (Registro del Mercado de Valores, RMV), as the first step for securities issuance. Targeted at corporate clients.
• Estructuración, Inscripción y Registro de Valores (Securities Structuring & Listing) Structuring, listing, and registration services for public offerings of securities, available once the issuer is registered in the RMV. Targeted at corporate clients.
• Colocación de Valores (Securities Placement) Placement service completing the securities issuance process by selling the values to final investors or their representative brokerage agencies. Targeted at corporate clients.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Fortaleza SAFI S.A.coreStrategic or Co-development PartnerCAISA maintains a strategic partnership with Fortaleza SAFI S.A., a subsidiary created from CAISA. Fortaleza SAFI currently administers 17 investment funds (12 open-end and 5 closed-end funds). The relationship enables CAISA to offer its clients access to a comprehensive range of investment fund products through an integrated financial services ecosystem under Grupo Financiero Fortaleza.

Scale indicators3 records

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• BTG Pactual: Latin American investment bank and brokerage offering securities intermediation, wealth management, and corporate advisory — a scaled regional incumbent that anchors the broader competitive context for CAISA's offerings.
• Larraín Vial: Chilean wealth management and brokerage firm with portfolio management, intermediation, and corporate advisory capabilities, broadly comparable to CAISA's full-service investment model though at substantially larger scale.

Emerging players

• Fortaleza SAFI S.A. Wholly-owned subsidiary of CAISA that administers 17 investment funds (12 open-end, 5 closed-end), an adjacent but related business under the same Grupo Financiero Fortaleza umbrella.

Direct peers

• BNB Valores: Brokerage arm of Banco Nacional de Bolivia, offering securities intermediation, advisory, and portfolio management services in the same Bolivian market as CAISA.
• Valores Unión Agencia de Bolsa: Brokerage affiliate of Banco Unión in Bolivia, offering comparable intermediation, portfolio management, and securities issuance services to CAISA's investor base.
• BISA Agencia de Bolsa: Bolivian brokerage firm and one of the most established Agencias de Bolsa in the country, directly competing with CAISA in securities intermediation, portfolio management, and securities issuance under ASFI regulation.
• Credibolsa Agencia de Bolsa: Bolivian brokerage firm providing securities intermediation, fund distribution, and investment advisory services, competing directly with CAISA in the domestic capital markets.

Regional players

• Panamerican Securities Bolivia: Bolivian brokerage operation tied to a regional securities group, providing overlapping intermediation and advisory services in the same ASFI-regulated market as CAISA.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@caisaagenciadebolsa5224
• Facebookfacebook.com/caisaagenciadebolsa
• LinkedInlinkedin.com/company/caisa-agencia-de-bolsa

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 record

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 CAISA Agencia de Bolsa