Synoro Investimentos

What Synoro Investimentos does

Synoro Investimentos is a Brazilian investment advisory firm (Assessor de Investimento) accredited to XP Investimentos, the largest financial distribution platform in Brazil. Operating from Rio de Janeiro, the firm provides personalized advisory services to individual investors (pessoa física) and corporate investors (pessoa jurídica), offering access to XP's full product shelf including variable income (stocks), real estate funds (FIIs), investment funds, fixed income, COE (structured credit), and ESG investments. The firm is regulated under CVM Resolution 178/23 and led by Director Flávio Sobral, with a team of 16+ named advisors.

The firm operates on a tiered service model scaling with client assets invested through XP: Digital (up to R$100K), Exclusive (R$100K–R$300K), Signature (R$300K–R$3M), and Unique (R$3M–R$10M), with additional on-demand and Private service tiers. Service intensity varies from automated portfolios and chat support at the entry tier to CFP-certified bankers, recurring in-person meetings, offshore banking, succession planning, and dedicated wealth planning at the Unique tier. Synoro also operates a Variable Income Desk and offers Recommended Portfolios and Public Offers (IPO) advisory as higher-touch equity services.

Revenue is generated through advisory fees on the R$500M+ in assets under custody/advisory across 3,800+ active clients, distributed via the XP platform under a distribution agreement. As an Assessor de Investimento, Synoro does not manage or hold client assets; it provides advisory and routes transactions through XP. The firm is privately held as a Brazilian S/S LTDA limited partnership, with no disclosed institutional investors, funding rounds, or M&A activity.

Name

Synoro Investimentos

Legal name

SYNORO INVESTIMENTOS AGENTE AUTÔNOMO DE INVESTIMENTO S/S LTDA

Website

https://synoroinvest.com.br

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Synoro Investimentos is a Brazilian CVM-registered investment advisory firm accredited to XP Investimentos, providing personalized advisory services to 3,800+ individual and corporate investors across variable income, fixed income, FIIs, ESG, and structured products.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Investment Management Advisory (RIA) (FSAEAAAB)

akta.pro secondary industries

Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM), Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Investment advisory services
• Wealth management advisory
• Variable income investing
• Fixed income advisory
• XP accredited office

Headquarters

HQ city

Rio De Janeiro

HQ country

Brazil

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Fees: Synoro operates as an investment advisory firm accredited to XP, receiving compensation through the XP distribution partnership. The firm earns fees based on assets under advisement and products distributed through the XP platform.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Synoro Investimentos is an XP-accredited Brazilian investment advisory firm that delivers personalized investment advisory services to individual (pessoa física) and corporate (pessoa jurídica) investors through the XP Investimentos platform. Its offering covers advisory and access to variable income, fixed income, real estate funds (FIIs), investment funds, COE, and ESG products, delivered through tiered service levels (Digital, Exclusive, Signature, Unique) that scale the level of dedicated advisor support and wealth planning based on assets invested at XP. Advisory services are provided by certified investment advisors and delivered remotely (chat, calls, video) and in-person from its Rio de Janeiro office.

Product overview

Synoro Investimentos is a financial investment advisory firm operating as an XP-accredited investment office, offering a comprehensive suite of investment products and advisory services. The core offering consists of investment advisory services delivered through the XP platform, with access to variable income (stocks), fixed income, real estate funds, investment funds, COE, and ESG products. Services are structured in tiered account levels (Digital, Exclusive, Signature, Unique, Sob Demanda, and Private) that scale with client investment amounts from R$100,000 to over R$1 million. Additional services include a Variable Income Desk, Recommended Portfolios, Public Offers guidance, and personalized advisory through certified investment advisors.

Differentiator

Problem solved

Functional benefit

Products and services

• Assessoria de Investimentos (Investment Advisory Service) Personalized investment advisory service provided by certified advisors offering guidance on financial investments through the XP platform, for individual and corporate investors in Brazil.
• Mesa Renda Variável (Variable Income Desk) Dedicated professional team providing guidance and presenting efficient investment solutions in the variable income (stocks and equities) markets through the XP platform.
• Carteiras Recomendadas (Recommended Portfolios) Stock portfolios aligned with client life stages, built by professional analysts to promote and diversify client portfolios.
• Ofertas Públicas (Public Offers Advisory) Professional guidance for investors during IPOs and capital opening events of major companies on the Brazilian Stock Exchange (B3).

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• XP InvestimentoscoreChannel Partner/ Reseller/ DistributorSynoro is an accredited investment office partnered with XP Investimentos, the largest financial platform in Brazil. This partnership provides Synoro clients with complete access to all investment alternatives available in the market, along with XP's tools and infrastructure. Synoro maintains a distribution contract with XP for financial products and operates in the capital markets according to current legislation. XP provides the operational platform while Synoro delivers personalized advisory services through its team of qualified advisors.

Scale indicators4 records

Recent moves5 records

Expansion highlights8 records

Broad incumbents

• Inter Investimentos: Inter Investimentos is the investment arm of Banco Inter, offering advisory, brokerage, and funds to Inter's large retail banking base. It competes for Brazilian retail investors with a fully digital model integrated with banking, putting pressure on traditional advisor-led firms like Synoro.
• Rico Investimentos: Rico is a large Brazilian retail investment platform offering brokerage, advisory, and proprietary research. While it competes with Synoro for retail investors, it is part of a larger platform (now part of XP Inc.) and serves as both a competitor and an example of what scaled agent platforms can become.
• BTG Pactual Digital: BTG Pactual Digital is the retail/investor arm of one of Brazil's largest investment banks, offering advisory, brokerage, and wealth services to mass-affluent and HNW clients. It competes with Synoro for the same pool of Brazilian investors with deeper product capabilities and balance-sheet support.
• Genial Investimentos: Genial is a Brazilian investment platform serving retail and institutional clients with brokerage, advisory, and asset management. Comparable to Synoro at the retail advisory layer but operates a broader product and service portfolio.

Direct peers

• Órama Investimentos: Órama is an independent Brazilian investment platform offering advisory, funds distribution, and brokerage to retail investors. It competes with Synoro for the same individual-investor segment but without exclusive reliance on a single platform partner.
• Warren Investimentos: Warren is a Brazilian investment advisory/management platform that distributes funds and advisory services. Like Synoro, it serves Brazilian retail investors with multi-tier digital + advisor-led service and competes directly for the same XP-platform-educated client base.
• Guide Investimentos: Guide is one of the largest XP-accredited investment offices in Brazil, offering similar tiered advisory services to individual and corporate clients through the XP platform. It is the most direct head-to-head competitor for Synoro's exact distribution model.

Emerging players

• Vitreo Investimentos: Vitreo is a Brazilian wealth management platform offering advisory, fund distribution, and exclusive investment funds to mass-affluent and HNW clients. It overlaps with Synoro in the high-end retail tier but also has proprietary fund products.
• Nomad Investimentos: Nomad is a Brazilian digital investment platform with offshore and domestic offerings, focused on younger, tech-savvy investors. It overlaps with Synoro on Brazilian retail advisory but differentiates through its offshore/international investment focus and digital-first delivery.
• Toro Investimentos: Toro is a Brazilian digital investment platform that has expanded into advisory and wealth services for retail investors. It is comparable to Synoro in target customer and product breadth but operates with a more digital-native delivery model.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/synoro-investimentos-xp
• Instagraminstagram.com/synoroinvestimentos

Compliance3 records

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 Synoro Investimentos