Sabbi

What Sabbi does

Sabbi (legal entity SABBI S.A.C.) is a Peru-based wealth advisory and community-investing platform founded in 2022 and headquartered in San Isidro, Lima. The company serves Peruvian high-net-worth individuals with USD 100k+ in investable assets, addressing over-concentration in domestic assets, hidden commissions, and the emotional cost of investing alone. Its core offering is the Chequeo Patrimonial, a $1,500 one-time diagnostic that produces a Radiografía Patrimonial visualization and an Informe 360° action plan, supplemented by a +$500 guided-implementation add-on (Implementación Patrimonial) and a $2,000/year recurring advisory subscription (Acompañamiento Patrimonial) with quarterly reviews and a money-back guarantee. The technology stack is a web-based client portal at my.sabbi.com with a personalized dashboard, plus a gated community (Círculo Sabbi) on Circle.so where 500+ members share portfolio structures and debate investment decisions.

The business model combines transactional diagnostic fees, professional-services fees for implementation, and a growing recurring subscription line, positioning Sabbi at roughly 10% of the cost of a traditional Family Office. The platform is delivered through a consultative, sales-led go-to-market that begins with a free online investor-profile quiz and a complimentary Radiografía Patrimonial meeting, then converts to paid engagements primarily via WhatsApp-driven scheduling. Distribution is single-country (Peru only) and emphasizes community-driven word-of-mouth, customer testimonial videos, and content marketing rather than paid acquisition. The company does not disclose funding, institutional investors, or parent entities and appears to be founder-led and self-funded.

Name

Sabbi

Legal name

SABBI S.A.C.

Website

https://sabbi.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

11–50 employees

Short description

Sabbi is a Peru-based wealth advisory platform serving high-net-worth individuals with $100k+ in investable assets, offering a $1,500 portfolio diagnostic, guided implementation, and a $2,000/year advisory subscription, augmented by a 500+-member Círculo Sabbi investing community.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

Keywords

• Wealth management services
• Investment advisory
• Financial diagnostics
• Portfolio management
• Investor community

Headquarters

HQ city

San Isidro

HQ country

Peru

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, Infrastructure

Revenue model

1. Chequeo Patrimonial (Patrimonial Check): One-time diagnostic service providing a comprehensive 360° report on portfolio composition, risk score, commissions analysis, and concrete investment recommendations. Includes access to selected fund managers curated by the Sabbi team.
2. Implementación Patrimonial: Guided implementation service where Sabbi accompanies clients in executing each recommended investment, translating the diagnostic plan into a real portfolio.
3. Acompañamiento Patrimonial (Ongoing Advisory): Long-term advisory retainer including 4 quarterly meetings, custom dashboard access, and highlighted product access. Features a 100% money-back satisfaction guarantee.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Sabbi is a Peruvian wealth advisory firm that sells structured financial diagnostic and advisory services to high-net-worth individuals, covering the full investment lifecycle from an initial free Radiografía Patrimonial (complementary diagnostic) through a paid Chequeo Patrimonial (deep patrimonial check), an Implementación Patrimonial structuring add-on, and an Acompañamiento Patrimonial ongoing subscription. It also operates Círculo Sabbi, a paid recurring investor community that complements the advisory offerings and provides ongoing education and engagement for Peruvian investors with at least USD 100,000 to deploy.

Product overview

Sabbi operates as a multi-tiered investment advisory platform offering personalized wealth management services. The core offering is the Chequeo Patrimonial, a one-time diagnostic service ($1,500) that analyzes a client's total wealth composition, evaluates risk and returns, identifies hidden costs, and provides a personalized action plan. This is supplemented by two add-on modules: Implementación Patrimonial (+$500) for guided investment execution, and Acompañamiento Patrimonial ($2,000) for ongoing quarterly accompaniment with a personalized dashboard. The platform also features Círculo Sabbi, a community-based component where members debate investment opportunities and access collective market analysis. A free Radiografía Patrimonial introductory meeting is offered as the first step in the client journey.

Differentiator

Problem solved

Functional benefit

Brands

• Círculo Sabbi: The Sabbi Circle - a community of investors where members debate investment options, share knowledge, and learn from each other's investment decisions.

Products and services

• Radiografía Patrimonial A complimentary initial diagnostic meeting for prospective Peruvian investors with at least USD 100,000 to invest, designed to map their current wealth situation and qualify them for the paid Chequeo Patrimonial review.
• Chequeo Patrimonial A paid, comprehensive patrimonial review for individual investors that audits and diagnoses the client's full wealth position, producing a formal set of recommendations; priced at USD $1,500 or $2,500 as a one-time service.
• Implementación Patrimonial A 6-month implementation add-on service that operationalizes the recommendations from the Chequeo Patrimonial by structuring the investor's portfolio and investments; priced at USD $300 or $500 per month for 6 months.
• Acompañamiento Patrimonial An ongoing annual advisory subscription that provides continuous portfolio guidance and follow-up to clients who have completed the Chequeo and Implementación stages; priced at USD $7,500 or $12,000 per year with a 90-day money-back guarantee.
• Círculo Sabbi A paid recurring investor community for Peruvian HNW individuals, priced at USD $300 per month, offering events, education, and peer networking that complements Sabbi's advisory services.

Quantifiable outcome

• Average 9.4/10 customer satisfaction score
• +4 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators7 records

Recent moves6 records

Expansion highlights4 records

Emerging players

• Hapi: LatAm-focused digital investment platform enabling diversified access to US and global assets for retail investors. Comparable emerging player pursuing cross-border wealth access for Latin American investors, similar to Sabbi's international ETF/diversification thesis.

Direct peers

• Wealthfront: US-based digital wealth management platform offering automated portfolio management and financial planning for mass-affluent and HNW clients. Directly comparable to Sabbi in combining portfolio diagnostics, automated allocation, and ongoing advisory in a low-fee digital format.
• Betterment: US robo-advisor providing goal-based portfolio management, tax optimization, and ongoing advisory to retail and HNW investors. Mirrors Sabbi's diagnostic-plus-ongoing-advisory model with a tech-led, subscription-style pricing structure.
• Wealthsimple: Canadian digital wealth platform offering managed portfolios, financial planning, and community/education content to retail and HNW investors. Comparable to Sabbi in product breadth, community emphasis, and approachable HNW positioning.
• Fintual: Chilean digital investment platform offering diversified mutual-fund portfolios and managed investing for retail and emerging-HNW clients. Most directly comparable LatAm peer to Sabbi's digital wealth-management playbook for Spanish-speaking investors.
• Empower (formerly Personal Capital): Hybrid digital wealth manager combining free portfolio diagnostics (the Personal Capital 'Retirement Fee Analyzer' style tools) with paid advisory services for HNW clients. Closely comparable to Sabbi's Chequeo Patrimonial-to-Acompañamiento Patrimonial funnel.
• Facet Wealth: US financial planning and investment advisory firm delivering flat-fee, ongoing advice to HNW clients via a tech-augmented model. Comparable to Sabbi's fixed-fee advisory subscription and structured diagnostic approach.

Broad incumbents

• BTG Pactual: Large Latin American investment bank and wealth manager offering private banking, brokerage, and asset management across the region. Represents the incumbent wealth-management incumbent that Sabbi competes against for HNW investors in Latin America.
• Credicorp: Peru-based financial holding (parent of BCP) with wealth management, brokerage, and asset management businesses. The dominant domestic incumbent against which Sabbi positions itself for Peruvian HNW and family-office clients.

Regional players

• GBM (Grupo Bursátil Mexicano): Mexico's largest independent brokerage offering wealth management, advisory, and digital investing to retail and HNW clients. Comparable as a LatAm regional incumbent offering diversified portfolios and advisory services, though primarily serving Mexico.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/ComunidadSabbi
• LinkedInlinkedin.com/company/comunidadsabbi

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 Sabbi