WTA Capital / BTG

What WTA Capital / BTG does

WTA Capital (legal name WTA WEALTH TO ALL CAPITAL AGENTE AUTONOMO DE INVESTIMENTOS LTDA, CNPJ 30.496.457/0001-08) is a Brazilian investment advisory firm registered with the CVM under Resolução CVM 178 as an autonomous investment agent. Founded in 2018 and headquartered in Alphaville, Barueri (São Paulo metropolitan area), the firm operates as a preposto (authorized representative) of Banco BTG Pactual S/A, distributing BTG Pactual's financial product suite to clients and onboarding them through the BTG Pactual Digital platform.

The firm's offering is organized across three pillars: WTA Trader, an online trading platform leveraging BTG Pactual's market-leading tools including IR calculators, Day Trade and Swing Trade leverage, and compensated custody; WTA Assessoria de Investimentos, a personalized advisory service that develops strategies aligned to client objectives, risk profile, liquidity needs, and time horizons; and WTA Soluções, an umbrella covering insurance (WTA Vida e Previdência, WTA Saúde in partnership with MetLife, Prudential do Brasil, Omint via YIA Broker), real estate services (financing, consortium, home equity), and banking services (credit, currency exchange, current accounts). An investment simulator on the website captures prospect data for advisor follow-up.

Revenue is generated entirely through commissions on distributed financial products: investment funds and fixed income securities distributed via BTG Pactual, insurance commissions via YIA Broker partners, and referral/commission income on real estate, consortium, and banking products. The firm employs approximately 5 people, serves individual investors, high-net-worth families, business clients, and real estate buyers in Southeast Brazil, and markets itself on the credibility of its BTG Pactual affiliation and the experience of advisors with more than 15 years in the market.

Name

WTA Capital / BTG

Legal name

WTA WEALTH TO ALL CAPITAL AGENTE AUTONOMO DE INVESTIMENTOS LTDA

Website

https://wtacapital.com.br

Company type

Private

Founded year

2018

Operating status

Operating

Short description

WTA Capital is a Brazilian CVM-registered investment advisory firm operating as a representative (preposto) of Banco BTG Pactual, serving individual investors, families, and businesses in Southeast Brazil with trading, advisory, insurance, and real estate services.

Ownership category

akta.pro rank

Headquarters

HQ city

Barueri

HQ country

Brazil

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Commission Revenue: WTA Capital operates as an autonomous investment agent (Agente Autônomo de Investimentos) registered with CVM under Resolução CVM 178, acting as a representative (preposto) of Banco BTG Pactual S/A. The firm earns commissions on financial products distributed to clients including investment funds, fixed income securities, and other BTG Pactual offerings.
2. Insurance Distribution: Through WTA Soluções and partnership with YIA Broker, the firm offers insurance products (individual, family, business plans) in partnership with MetLife, Prudential, Omint, generating commission revenue on insurance policies sold.
3. Real Estate and Banking Products: WTA Soluções provides financing, consortium (home equity), credit, exchange, and current account services through partnerships, earning commissions on these financial products.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

WTA Capital is a Brazilian investment advisory firm acting as an autonomous investment agent (Agente Autônomo de Investimentos) and representative (preposto) of Banco BTG Pactual. It delivers personalized investment advisory, online trading platform access (WTA Trader), and complementary financial solutions (WTA Soluções) including life and health insurance, real estate financing, and banking products, distributed primarily to individual investors and families in Brazil.

Product overview

WTA Capital is an investment advisory firm offering a unified suite of financial services organized under three main pillars: WTA Trader (online trading platform with market-leading tools, leverage options, and compensated custody), WTA Assessoria de Investimentos (personalized investment advisory and portfolio management), and WTA Soluções (complementary services including insurance via WTA Vida e Previdência and WTA Saúde, real estate services for home buying and financing, and banking services for credit, exchange, and current accounts). The firm operates as a preposto of Banco BTG Pactual and provides an investment simulator tool to match clients with appropriate solutions based on their objectives, risk tolerance, and investment parameters.

Differentiator

Problem solved

Functional benefit

Brands

• WTA Trader: Trading platform with specialized online advisors, human operational support, market-leading platforms, IR calculator, Day Trade and Swing Trade leverage, and compensated custody.
• WTA Assessoria de Investimentos
• WTA Soluções
• WTA Vida e Previdência
• WTA Saúde

Products and services

• WTA Trader Online trading platform service providing clients access to BTG Pactual's market-leading trading platforms, IR calculator, Day Trade and Swing Trade leverage, and compensated custody, supported by specialized online advisors with more than 15 years of market experience and human operational support.
• WTA Assessoria de Investimentos Investment advisory service that designs personalized investment strategies based on client objectives, risk tolerance, liquidity needs, and time horizon, and provides continuous portfolio monitoring and adjustments, with execution supported through BTG Pactual's product suite.
• WTA Vida e Previdência Life insurance and private pension products distributed in partnership with MetLife, Prudential do Brasil, Omint, and other insurers, covering individual, family, and business plans with simplified contracting that does not require opening a BTG account.
• WTA Saúde Health insurance solutions distributed through the partnership with YIA Broker, offering individual, family, and corporate health plans.
• Real Estate Services Real estate financial solutions including property financing, consortium (consórcio), and home equity products, supporting clients seeking to acquire a primary residence, second home, or income-generating property.
• Banking Services Banking services including credit, currency exchange (câmbio), and current account offerings, distributed through the partnership with BTG Pactual.

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered flagship and core.

• Banco BTG Pactual S/AflagshipStrategic or Co-development PartnerWTA Capital operates as a preposto (authorized representative) of Banco BTG Pactual S/A, the largest investment bank in Latin America. This strategic partnership provides WTA Capital access to BTG Pactual's complete financial product suite, trading platforms (including IR calculator, Day Trade/Swing Trade leverage, compensated custody), and institutional credibility. WTA Capital acts as an autonomous investment agent registered with CVM under Resolução CVM 178, distributing BTG Pactual's products to clients.
• YIA BrokercoreChannel Partner/ Reseller/ DistributorStrategic partnership with YIA Broker, described as the largest insurance and benefits platform in the market. Through this partnership, WTA Soluções offers individual, family, and business insurance plans, leveraging YIA Broker's platform and carrier relationships.
• MetLifecoreChannel Partner/ Reseller/ DistributorMetLife is featured in WTA Soluções' insurance offerings, providing life and insurance products through the WTA Soluções platform in partnership with YIA Broker.
• Prudential do BrasilcoreChannel Partner/ Reseller/ DistributorPrudential do Brasil insurance products are offered through WTA Soluções' insurance platform, providing coverage options for individual, family, and business clients.
• OmintcoreChannel Partner/ Reseller/ DistributorOmint health insurance plans are available through WTA Soluções' offerings, providing premium health coverage options for clients seeking comprehensive healthcare benefits.

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• XP Inc. Largest independent Brazilian investment advisory and wealth management platform. Directly comparable as a multi-product advisory/brokerage serving individual investors with proprietary digital tools and a distributed advisor network.
• Genial Investimentos: Brazilian broker and investment advisory platform serving individual and institutional clients with multi-asset distribution. Directly comparable as a commission-based Brazilian investment advisory competitor.
• Rico Investimentos: Brazilian retail investment platform offering advisory, brokerage, fixed income, funds, and insurance distribution. Closely comparable in product breadth and target customer (individual Brazilian investors).
• Warren Investimentos: Brazilian investment management and advisory platform serving retail investors with diversified portfolio products. Comparable in advisory-driven distribution model serving Brazilian mass-affluent and affluent investors.
• Guide Investimentos: Brazilian broker and investment advisor with a network of independent agents and a multi-product platform. Directly comparable in operating model (advisor-led distribution) and product mix.
• Órama: Brazilian multi-product investment platform (advisory, brokerage, funds, insurance). Comparable in target market (individual investors) and in distributing third-party and proprietary investment products.
• Modalmais: Brazilian digital broker and investment platform offering advisory, fixed income, funds, and treasury services to retail investors. Comparable in product breadth and Brazilian retail focus.
• Inter Investimentos: Investment and brokerage arm of Banco Inter, offering advisory and brokerage products to Brazilian retail and digital bank customers. Comparable as a multi-product Brazilian investment distributor.

Broad incumbents

• BTG Pactual Digital: The consumer/investor-facing platform of WTA Capital's principal partner. Operates in the same investment advisory and brokerage space in Brazil, but at vastly larger scale and as a captive proprietary channel rather than as a third-party preposto.

Emerging players

• Nubank Investimentos: Digital banking leader that has expanded into investments and brokerage. Comparable as a Brazilian digital-first investment distribution channel that competes with traditional advisor-led models like WTA Capital's.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/wta-capital-btg
• Instagraminstagram.com/wtacapital

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 WTA Capital / BTG