What Tactiv Casa de Bolsa does

Tactiv Casa de Bolsa is a Mexican brokerage firm (casa de bolsa) founded in March 2005 and headquartered in Mexico City. The firm targets institutional investors and high-net-worth individuals, providing investment advisory services through a stated conflict-free operating model that excludes proprietary trading. Investment decisions are made through a collegiate governance framework anchored by an Investment Committee and a Risk Committee, with the firm claiming more than 100 years of combined industry experience across its approximately 22-person team.

The firm is authorized and regulated by Mexico's Comisión Nacional Bancaria y de Valores (CNBV) and historically reported approximately MXN 29 billion in assets under management as of May 14, 2021. It supports its advisory and operational workflows through an in-house technology platform branded TAS (Tecnología, Asesoría y Sistemas). Revenue mechanics typical of a Mexican brokerage of this profile would be management/advisory fees applied to client AUM, though no fee schedule or financial disclosures are publicly available.

The company's public-facing website currently states that Tactiv does not offer client portfolio administration services or investment products/vehicles and has issued explicit warnings about individuals fraudulently using its name through messaging platforms such as WhatsApp. These disclosures indicate material operational disruption to the core brokerage franchise, even though the corporate entity itself remains authorized and listed by the CNBV.

Name

Tactiv Casa de Bolsa

Legal name

Tactiv Casa de Bolsa, S.A. de C.V.

Website

https://tactiv.com.mx

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Short description

Tactiv Casa de Bolsa is a Mexican brokerage firm serving institutional investors and high-net-worth individuals through conflict-free investment advisory and committee-driven portfolio management. Headquartered in Mexico City with approximately 22 employees and historically around MXN 29 billion AUM.

Ownership category

akta.pro rank

Headquarters

HQ city

Mexico City

HQ country

Mexico

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory and Portfolio Management: Fee-based services for investment advisory and portfolio administration targeting institutional investors and high-net-worth individuals. The firm does not operate proprietary accounts, eliminating conflict of interest between the firm and clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

TACTIV Casa de Bolsa is a Mexican brokerage firm that provides specialized investment advisory and portfolio management services to institutional investors and high-net-worth individuals. The firm operates a conflict-free model by not running proprietary accounts, applying a prudent and conservative investment approach through collegiate decisions made by Investment and Risk Management Committees. Services include access to national and international financial products through trading desks, supported by a risk management framework and internal technology system (TAS).

Product overview

TACTIV Casa de Bolsa is a Mexican brokerage firm offering a unified suite of investment services to institutional investors and high-net-worth individuals. The core offerings consist of investment advisory and portfolio management (Administración de Carteras), supported by access to the best available financial products in national and international markets (Acceso a Productos Financieros), and comprehensive risk management services (Administración de Riesgos). The company emphasizes its conflict-free approach, institutional decision-making through Investment and Risk Management Committees, and a prudent, conservative investment philosophy focused on capital preservation and value creation. Assets under administration amount to approximately 29,000 million pesos (as of May 14, 2021). Note: The firm currently states it does not offer client portfolio administration services or investment products.

Differentiator

Problem solved

Functional benefit

Products and services

• Asesoría de Inversión (Investment Advisory)

Quantifiable outcome

• Around 29,000 million pesos under administration as of May 14, 2021

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators4 records

Recent moves4 records

Expansion highlights1 record

Market position

Competitive moat3 records

Key highlights6 records

Customer concentration

• Xx.com/TACTIVMx
• Facebookfacebook.com/TACTIVMx
• LinkedInlinkedin.com/company/tactiv-casa-de-bolsa

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 Tactiv Casa de Bolsa