Helgo Consultoria Econônico Financeira

What Helgo Consultoria Econônico Financeira does

Helgo Consultoria Econômico Financeira is a São Paulo, Brazil-based private consulting firm operating in the economic-financial advisory sector. Founded circa 1998, the firm has been active for over 25 years and operates with approximately 5 employees. It serves clients across Brazil through five interconnected practice areas: economic-financial structuring, business management advisory, legal advisory, tax advisory, and investment advisory. Investment professionals at the firm hold ANBIMA certification, the standard credentialing regime for Brazil's financial industry.

The firm's service portfolio covers the full advisory stack for businesses and individuals requiring economic-financial guidance — from corporate structuring and management consulting through legal and tax advisory to investment guidance. The breadth of service lines (five distinct practice areas under one roof) is notable given the small headcount, which suggests either a tightly focused boutique model or reliance on a network of specialists and partner referrals. ANBIMA certification anchors the credibility of the investment advisory practice.

Helgo operates a direct, relationship-based sales model with custom pricing and multi-year contracts, and claims national reach within Brazil. There is no evidence of external funding, institutional investors, or strategic partnerships; the firm appears to be privately held and organically financed. In 2022, the firm was the subject of a fraud/cybercrime incident in which its CNPJ (Brazilian corporate tax registration) was misused by third parties, requiring defensive response while the firm maintained active operating status.

Name

Helgo Consultoria Econônico Financeira

Legal name

Helgo Consultoria Econômico Financeira

Website

https://helgo.com.br

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

1–10 employees

Short description

Helgo is a small São Paulo-based Brazilian consulting firm offering economic-financial structuring, business management, legal, tax, and investment advisory services to clients nationwide, operating with approximately 5 employees and ANBIMA-certified professionals.

Ownership category

akta.pro rank

Product category

Financial Consulting

NAICS

Management Consulting Services (54161), Portfolio Management and Investment Advice (523940)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Treasury, Capital Structure & Liquidity Advisory (BPAHADAM), Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)

Keywords

• Economic-financial consulting
• Debt restructuring
• Business management consulting
• Tax advisory
• Investment advisory

Headquarters

HQ city

São Paulo

HQ country

Brazil

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Economic-Financial Structuring Consulting: Consulting services for debt restructuring, financial composition with creditor institutions, and financial contribution from investors. Revenue generated through professional service fees for customized financial plans.
2. Business Management Consulting: Specialized consulting for balance between expenses and revenues, strategic management through financial rehabilitation. Services include M&A advisory for business combinations and acquisitions.
3. Legal Advisory Services: Legal advisory covering banking contract review, judicial settlements, court defenses, credit assignment structuring, consultative and contentious legal support.
4. Tax Advisory Services: Tax services including tax litigation administration, tax planning, tax consulting, fiscal advice, and labor liability administration.
5. Investment Advisory: Investment portfolio management and advisory services for individuals and legal entities, recommending market products aligned with client risk profiles. ANBIMA-certified team.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Helgo Consultoria Econômico Financeira is a Brazilian consulting firm that provides economic-financial structuring (debt analysis, composition with creditor institutions, refinancing, and investor contributions), business management consulting (expense-revenue balance, M&A advisory, BNDES financing), legal advisory for banking contracts, tax advisory, and ANBIMA-certified investment portfolio management for individuals and legal entities. The firm is headquartered in São Paulo and serves clients nationally across Brazil through a direct consulting engagement model.

Product overview

HELGO Consultoria Econômico Financeira is a financial and economic consulting firm organized into multiple service departments: Economic-Financial Structuring (debt analysis, composition, and refinancing), Business Management (expense-revenue balance and M&A), Legal Advisory (bank contract revision and judicial defense), Tax Advisory (planning and litigation), and Investment Advisory (ANBIMA-certified portfolio management). The company operates as an integrated multi-department consulting practice serving a national client base.

Differentiator

Problem solved

Functional benefit

Products and services

• Estruturação Econômico Financeira (Economic-Financial Structuring) Financial structuring service involving analysis of bank contracts, debt composition with financial creditor institutions, adjustment of payment flows to revenue generation, debt profile modification with extended terms and reduced rates and costs, and financial contributions from investors. Targeted at companies seeking restructuring of bank contracts and composition of debts with financial institutions.
• Gestão Empresarial (Business Management Consulting) Business management consulting focused on balancing expenses and revenues, including merger and acquisition of assets advisory, and consulting on long-term loans and investments through BNDES programs. Designed for companies seeking strategic management through financial rehabilitation and operational optimization.
• Assessoria Jurídica (Legal Advisory) Legal advisory covering bank contract review (revisionais), judicial settlements, court defenses related to bank contracts, structuring of credit assignments (cessão de créditos), and consultative and contentious legal counsel in banking law. Provided by an in-house legal team.
• Assessoria Tributária (Tax Advisory) Tax advisory services covering tax litigation administration, tax planning, tax consulting, fiscal counsel, and labor liability administration. Targeted at businesses needing tax optimization and dispute resolution.
• Assessoria em Investimentos (Investment Advisory) Investment advisory and portfolio management services provided by ANBIMA-certified professionals for individuals and legal entities, recommending market products aligned with client risk profiles. Combines security with returns optimization and lower-risk product selection.

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators2 records

Recent moves3 records

Expansion highlights3 records

Broad incumbents

• EY (Ernst & Young) Brazil: EY Brazil's strategy and transactions, tax, and legal services overlap with HELGO's debt restructuring and tax advisory offerings. Larger firm serving corporate clients in Brazil.
• BDO Brazil: BDO Brazil provides corporate finance, restructuring, tax, and advisory services to mid-market companies—closer to HELGO's likely client segment than the Big Four. Comparable mid-market financial advisory positioning.
• Deloitte Brazil: Deloitte's Brazilian practice offers financial advisory, debt restructuring, tax consulting, and M&A advisory across enterprise clients. Comparable to HELGO as a broad incumbent offering overlapping services with deeper resourcing.
• Grant Thornton Brazil: Grant Thornton Brazil offers restructuring, tax, and corporate finance advisory to mid-market clients in Brazil. Overlaps with HELGO's integrated debt restructuring and tax services for SMEs.
• PwC Brazil: PwC Brazil provides corporate finance, debt advisory, tax consulting, and legal services to corporate clients. Overlaps with HELGO's debt restructuring, tax, and banking-law practice areas at a much larger scale.
• KPMG Brazil: KPMG Brazil offers deal advisory, restructuring, tax, and consulting practices that compete with HELGO's integrated service model. Comparable in breadth if not in client segment focus.

Direct peers

• Mazars Brazil: Mazars Brazil offers accounting, tax, and corporate finance advisory to mid-sized companies. Closely comparable to HELGO in serving SMEs with integrated financial, tax, and advisory services.
• Alvarez & Marsal: Alvarez & Marsal is a global restructuring and financial advisory firm with operations in Brazil. Directly comparable to HELGO's debt restructuring, turnaround, and corporate finance advisory practices.
• FTI Consulting (Brazil): FTI Consulting's Brazil practice provides corporate finance, restructuring, and economic consulting. Directly comparable to HELGO in debt restructuring and financial advisory engagements.

Regional players

• Rio Bravo Investimentos: Rio Bravo is a Brazilian investment advisory and asset management firm. Comparable to HELGO's ANBIMA-certified investment advisory practice in the Brazilian market, though focused on fund/portfolio products.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/helgoconsultoria
• LinkedInlinkedin.com/company/helgo-consulting-bank-group

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 Helgo Consultoria Econônico Financeira