Pastrana Asesores

What Pastrana Asesores does

Pastrana Asesores is a privately held Mexican financial advisory firm founded in 1983 and headquartered in northern Sonora at Blvd. Luis Donaldo Colosio 2693, Loc. C-3, 2do Piso. The company distributes a curated portfolio of more than 200 financial products spanning auto and comprehensive insurance, banking services, foreign exchange, Afore (retirement fund) account management, and Casa de Bolsa (brokerage) debt and equity funds. The firm's core product set includes comprehensive auto insurance with cross-border coverage for the US, Mexico, and Canada; credit cards and fixed-rate consumer credit; voluntary Afore savings accounts; investment funds managed by partner Inbursa (Dinbur 1/2/3, Inbumax, Inburex for debt; Fonibur, Ibuplus, Ibumex for equities); and currency exchange services powered by a third-party widget.

The firm operates a sales-led, face-to-face distribution model through a network of financial advisors who provide personalized consultations on insurance, retirement, banking, and investment products. It augments this in-person channel with an online auto insurance purchase flow delivered via partner NH Seguros, plus content marketing and SEO through a financial education blog. There is no proprietary technology platform, no mobile app, no API, and no disclosed AI capabilities; all digital integrations are standard third-party widgets and partner portals. Pastrana Asesores is privately held with no parent company, no institutional investors, no funding history, and no disclosed revenue, operating as a regional advisory practice serving individual consumers and families in northern Sonora, Mexico.

Name

Pastrana Asesores

Legal name

Pastrana Asesores

Website

https://gpastrana.com

Company type

Private

Founded year

1983

Operating status

Operating

Headcount range

11–50 employees

Short description

Pastrana Asesores is a privately held Mexican financial advisory firm founded in 1983 in northern Sonora, distributing over 200 insurance, banking, retirement (Afore), and brokerage (Casa de Bolsa) products through face-to-face financial advisors and an online auto insurance channel.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Insurance Agencies and Brokerages (52421), Portfolio Management and Investment Advice (523940), Agencies, Brokerages, and Other Insurance Related Activities (5242), Investment Banking and Securities Intermediation (52315)

SIC

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

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

Keywords

• Financial advisory services
• Insurance brokerage
• Retirement planning
• Investment funds
• Foreign exchange services

Headquarters

HQ city

Sonora

HQ country

Mexico

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Financial Advisory Services: The company earns revenue through advisory fees and commissions from selling financial products including insurance policies, banking products, Afore (retirement fund) account management referrals, and brokerage services (investment funds).

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Pastrana Asesores is a Mexican financial advisory firm that brokers insurance (auto and comprehensive coverage), banking products (credit cards, foreign exchange), retirement accounts (Afore), and investment funds (debt and equity) on behalf of multiple providers. The firm offers individuals access to over 200 financial products through personalized advisory consultations rather than developing proprietary financial products itself.

Product overview

Pastrana Asesores is a unified financial services company offering an integrated portfolio of insurance, banking, retirement (Afore), and brokerage (Casa de Bolsa) products. The core offering centers on auto insurance (with both traditional and online purchasing options), credit cards, foreign exchange services, and investment fund management. Their Casa de Bolsa division manages debt funds (Dinbur 1, Inbumax, Dinbur 2, Inburex, Dinbur 3) and variable income funds (Inbursa, Fonibur, Ibuplus, Ibumex). The Afore division provides individual retirement accounts with flexible voluntary savings options. The portfolio spans over 200 financial products, unified under a single advisory approach serving clients in northern Sonora since 1983.

Differentiator

Problem solved

Functional benefit

Products and services

• Auto Insurance

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Ten partnerships are on record, tiered core and minor.

• NH SeguroscoreChannel Partner/ Reseller/ DistributorNH Seguros is a partner platform for online auto insurance sales. Pastrana Asesores directs customers to NH Seguros for purchasing auto insurance policies online, with customers able to quote, input data, and pay via credit or debit card.
• GFInbursa / InbursacoreTechnology or IntegrationInbursa (Grupo Financiero Inbursa) is a major Mexican financial group providing banking, brokerage, and investment services. Pastrana Asesores offers Inbursa products including investment funds (Dinbur, Inbumax, Inburex, Fonibur, Ibuplus, Ibumex) and directs clients to the GFInbursa advisor portal.
• FoniburminorChannel Partner/ Reseller/ DistributorInvestment fund offered through Pastrana Asesores for individual investors seeking variable income investment options.
• IbuplusminorChannel Partner/ Reseller/ DistributorInvestment fund offered through Pastrana Asesores as part of their variable income fund portfolio.
• IbumexminorChannel Partner/ Reseller/ DistributorInvestment fund offered through Pastrana Asesores for individual investors.
• Dinbur 1minorChannel Partner/ Reseller/ DistributorDebt investment fund managed by Inbursa offered through Pastrana Asesores.
• Dinbur 2minorChannel Partner/ Reseller/ DistributorDebt investment fund managed by Inbursa offered through Pastrana Asesores.
• Dinbur 3minorChannel Partner/ Reseller/ DistributorDebt investment fund managed by Inbursa offered through Pastrana Asesores.
• InbumaxminorChannel Partner/ Reseller/ DistributorDebt investment fund managed by Inbursa offered through Pastrana Asesores.
• InburexminorChannel Partner/ Reseller/ DistributorDebt investment fund managed by Inbursa offered through Pastrana Asesores.

Scale indicators3 records

Recent moves1 record

Expansion highlights4 records

Direct peers

• GBM (Grupo Bursátil Mexicano): Mexican broker-dealer and wealth management platform offering brokerage, mutual funds, and advisory services to retail investors. Comparable retail-facing distribution of third-party and proprietary investment products in Mexico.
• Finamex Casa de Bolsa: Mexican brokerage firm offering investment funds and advisory services to retail clients nationwide. Comparable multi-product financial advisory and brokerage model targeting Mexican retail investors.
• Actinver: Mexican wealth management and brokerage firm offering mutual funds, advisory services, and Casa de Bolsa services to retail and mass-affluent clients across Mexico. Comparable multi-product retail wealth advisory model.
• Vector Casa de Bolsa: Independent Mexican brokerage and asset manager distributing mutual funds and providing wealth advisory services to retail and institutional clients. Similar role as a multi-product distributor targeting Mexican retail investors.
• Punto Casa de Bolsa: Mexician brokerage firm offering investment funds and advisory services to retail clients. Comparable model of distributing investment products with personalized advisory support in the Mexican market.

Broad incumbents

• Grupo Financiero Inbursa: Large Mexican financial group providing banking, brokerage, investment funds, and insurance. Pastrana Asesores is effectively a distribution partner for Inbursa products, so Inbursa is the upstream product manufacturer and a direct competitive incumbent if it chose to serve Sonora retail directly.
• NH Seguros: Mexican insurance company focused on auto insurance and cross-border coverage. Pastrana Asesores directs clients to NH Seguros for online auto policies, making NH Seguros both a partner and a potential direct competitor in the auto insurance distribution channel.

Emerging players

• Kuspit: Mexican fintech and digital investment platform offering mutual funds and ETFs through an online advisory interface. Comparable retail investment fund distribution but with a digital-first model that may increasingly substitute for traditional advisory firms like Pastrana.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UC5hRkhWSXQTfMfhM6F89VVQ
• Facebookfacebook.com/PastranaAsesores
• LinkedInlinkedin.com/company/pastrana-asesores

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 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 Pastrana Asesores