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Punto Patrimonio

Full company profile

uuid0055uk5

Namestring
Punto Patrimonio
Company typeenum
Private
Founded yearstring
-
Short descriptiontext

Punto Patrimonio is a small Mexican entity founded in 2013 and based in Guadalajara, Jalisco, with an implied heritage or asset-advisory orientation based on its name. Its website is currently parked and no active operations, products, or customers are verifiable.

Operating statusenum
Closed
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
Markets served

Serves global market

Keyword5 values
patrimony advisory services, heritage asset consulting, wealth preservation advisory, estate planning services, asset management advisory
Industry2 codes
1Private Foundations
CodeBPAGAKAAPrimaryYes
2Real Estate Payoff & Lien Release Services
CodeBPAJAOAIPrimaryNo
NAICS code1 code
  • Grantmaking and Giving Services81321
SIC code1 code
  • Investors, Nec6799
Product category
Patrimony and Heritage Advisory
Social media profiles1 record
Cost components1 value
Others
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

No active core offering is evidenced. The domain puntopatrimonio.com is parked with GoDaddy, and the source data describes the company as having no confirmed products or services. The company name "Punto Patrimonio" translates to "Heritage/Asset Point" in Spanish, suggesting a possible heritage- or patrimony-related service, but no operational offering is documented.

Differentiator
Functional benefit
Problem solved
No data
Peers3 records
TypeRegional player
Description

Major Mexican brokerage and wealth-management firm. Comparable as a potential regional player in the Mexican wealth/patrimony advisory space where Punto Patrimonio appears to have operated.

TypeRegional player
Description

Mexican financial advisory and asset management firm. Comparable as a regional wealth-management peer in the Mexican market.

TypeBroad incumbent
Description

One of Mexico's largest brokerage and asset-management firms. Serves as a broad incumbent in the Mexican patrimony/investment services category where Punto Patrimonio may have competed.

Market position
Customer concentration

Classification, Details

No data
Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Punto Patrimonio

Patrimony and Heritage Advisorypuntopatrimonio.com

Punto Patrimonio is a small Mexican entity founded in 2013 and based in Guadalajara, Jalisco, with an implied heritage or asset-advisory orientation based on its name. Its website is currently parked and no active operations, products, or customers are verifiable.

Punto Patrimonio firmographics

Firmographics
Name
Punto Patrimonio
Website
https://puntopatrimonio.com
Company type
Private
Operating status
Closed
Headcount range
1–10 employees
Short description
Punto Patrimonio is a small Mexican entity founded in 2013 and based in Guadalajara, Jalisco, with an implied heritage or asset-advisory orientation based on its name. Its website is currently parked and no active operations, products, or customers are verifiable.
Ownership category
akta.pro rank

Punto Patrimonio industry classification

Industry
Product category
Patrimony and Heritage Advisory
NAICS
Grantmaking and Giving Services (81321)
SIC
Investors, Nec (6799)
akta.pro primary industry
Private Foundations (BPAGAKAA)
akta.pro secondary industry
Real Estate Payoff & Lien Release Services (BPAJAOAI)

Keywords

  • Patrimony advisory services
  • Heritage asset consulting
  • Wealth preservation advisory
  • Estate planning services
  • Asset management advisory

Punto Patrimonio business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Others

Punto Patrimonio product offering

Product offering

Core offering

No active core offering is evidenced. The domain puntopatrimonio.com is parked with GoDaddy, and the source data describes the company as having no confirmed products or services. The company name "Punto Patrimonio" translates to "Heritage/Asset Point" in Spanish, suggesting a possible heritage- or patrimony-related service, but no operational offering is documented.

Differentiator

Problem solved

Functional benefit

Punto Patrimonio technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Punto Patrimonio competitors and assessment

Company assessment

Regional players

  • GBM (Grupo Bursátil Mexicano): Major Mexican brokerage and wealth-management firm. Comparable as a potential regional player in the Mexican wealth/patrimony advisory space where Punto Patrimonio appears to have operated.
  • Finamex: Mexican financial advisory and asset management firm. Comparable as a regional wealth-management peer in the Mexican market.

Broad incumbents

  • Casa de Bolsa Banorte: One of Mexico's largest brokerage and asset-management firms. Serves as a broad incumbent in the Mexican patrimony/investment services category where Punto Patrimonio may have competed.

Market position

Customer concentration

Punto Patrimonio social profiles

Digital presence

Punto Patrimonio financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Punto Patrimonio leadership team

Management profile

Number of profiles

Punto Patrimonio funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Punto Patrimonio M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Punto Patrimonio

What does Punto Patrimonio do?

No active core offering is evidenced. The domain puntopatrimonio.com is parked with GoDaddy, and the source data describes the company as having no confirmed products or services. The company name "Punto Patrimonio" translates to "Heritage/Asset Point" in Spanish, suggesting a possible heritage- or patrimony-related service, but no operational offering is documented.

Is Punto Patrimonio a public or private company?

Punto Patrimonio is a private company. It is classified as unknown and is currently closed.

When was Punto Patrimonio founded?

Punto Patrimonio was founded in -1. It employs 1 to 10 people.

Who are Punto Patrimonio's main competitors?

Regional players on record are GBM (Grupo Bursátil Mexicano) and Finamex. Casa de Bolsa Banorte is listed as a broad incumbent.

Does Punto Patrimonio have an API?

No public API is recorded for Punto Patrimonio.

What industry is Punto Patrimonio in?

Punto Patrimonio's product category is Patrimony and Heritage Advisory. Its primary akta.pro industry code is BPAGAKAA, Private Foundations, with a secondary code of BPAJAOAI, Real Estate Payoff & Lien Release Services. Its NAICS code is 81321 and its SIC code is 6799.

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