Zitiu
Zitiu Group is a Caracas-based financial advisory firm serving Spanish-speaking individual investors in Latin America, offering personalized savings and investment plans from USD 100 monthly, retirement funds, life insurance, and Miami real estate advisory through partnerships with major global financial platforms.
- Company typePrivate
- Founded2018
- HeadquartersSan Ignacio, Belize
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Zitiu does
Zitiu Group is a privately-held financial advisory firm founded in 2018 and headquartered in Caracas, Venezuela at Centro San Ignacio, Torre Copernico, Oficina 606. The company provides personalized financial planning, investment management, and advisory services primarily targeting Spanish-speaking individual investors in Latin America, with particular focus on Venezuelan clients seeking access to international investment opportunities. Its core product suite centers on the Plan de Ahorro Regular, a monthly savings and investment plan starting at USD 100 that channels client contributions into mutual funds and ETFs, alongside a Portafolio de Inversión for direct securities exposure, a Fondo de Jubilación retirement product, and a Seguro de Vida life insurance offering. The firm has extended into Miami real estate advisory for international investors, with properties available from USD 250,000.
Zitiu operates a sales-led, direct advisory model with in-person consultations at its Caracas office and a contact form funnel on its website. Revenue is generated through financial advisory fees (likely subscription/recurring on assets under administration or service subscriptions), commissions from distributing partner financial products, and transaction-related fees from Miami real estate services. The firm reports assets under administration exceeding USD 3.5 million, supported by 7+ years of operating history and a client base of individual mid-market investors. It maintains distribution partnerships with major global financial platforms including Charles Schwab, Interactive Brokers, Investors Trust, and RL360, which provide execution and product infrastructure rather than being built internally.
The firm's marketing approach combines content marketing (quarterly Perspectivas de Mercado bulletins spanning Q4 2023 through Q1 2026), organic social presence on Instagram, Facebook, and LinkedIn, and email newsletters. There is no proprietary technology platform, no AI/ML capabilities, no patents or trademarks, no funding rounds, and no disclosed headcount. Zitiu Group appears to be a bootstrapped, founder-operated advisory practice whose value proposition rests on personalized guidance, accessibility (low minimums), and cross-border expertise rather than technology differentiation.
Zitiu firmographics
Firmographics- Name
- Zitiu
- Legal name
- Zitiu Group
- Website
- https://zitiugroup.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Zitiu Group is a Caracas-based financial advisory firm serving Spanish-speaking individual investors in Latin America, offering personalized savings and investment plans from USD 100 monthly, retirement funds, life insurance, and Miami real estate advisory through partnerships with major global financial platforms.
- Ownership category
- akta.pro rank
Zitiu industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)
Keywords
Where Zitiu is headquartered
LocationHeadquarters
- HQ city
- San Ignacio
- HQ country
- Belize
Offices1 record
Markets served
Zitiu business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D
Revenue model
- Financial Advisory Services: Revenue generated through financial advisory fees, likely收取管理费或咨询费 based on assets under management or service subscriptions. The company offers personalized financial planning and investment management services.
- Financial Product Distribution: Commissions earned from facilitating investments in financial products including mutual funds, ETFs, retirement plans, and life insurance through partner providers.
- Real Estate Services: Revenue from providing real estate advisory and transaction services for international investors seeking properties in Miami, with properties available from USD 250,000.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Plan de Ahorro Regular - Monthly savings plan starting at USD 100 per month |
| Unit Pricing | Pay-as-you-go | Miami Real Estate - Properties starting from USD 250,000 |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Zitiu product offering
Product offeringCore offering
Zitiu is a financial advisory firm offering personalized investment planning services through a regular savings plan (Plan de Ahorro Regular) starting at USD 100 per month, with access to mutual funds, ETFs, stocks, and bonds executed via partner platforms. The firm also distributes life insurance products and provides specialized Miami real estate brokerage and advisory services for Latin American investors seeking international property investments from USD 250,000.
Product overview
Zitiu is a financial advisory firm offering a portfolio of investment products centered on its Plan de Ahorro Regular, which encompasses retirement savings (Fondo de Jubilación), investment portfolios (Portafolio de Inversión), and life insurance (Seguro de Vida). The firm also provides specialized real estate services for Miami properties targeting international investors. Minimum investment starts at USD 100 per month for savings plans and USD 250,000 for real estate. Zitiu operates through strategic alliances with major financial institutions including Interactive Brokers, Charles Schwab, and Investors Trust.
Differentiator
Problem solved
Functional benefit
Products and services
- Plan de Ahorro Regular A regular monthly savings plan allowing investors to invest from USD 100 per month into mutual funds and ETFs, designed for long-term financial goals such as retirement or property purchase. Targeted at Spanish-speaking individuals in Latin America.
- Fondo de Jubilación A retirement fund product providing pension savings through investment in mutual funds and ETFs, offered within Zitiu's advisory portfolio for clients planning long-term retirement income.
- Portafolio de Inversión An investment account enabling clients to invest in financial assets such as stocks, bonds, ETFs, and mutual funds, executed through Zitiu's partner brokerage platforms.
- Seguro de Vida A life insurance product designed to protect beneficiaries in the event of the policyholder's death, distributed through Zitiu's partner providers including Investors Trust and RL360.
- Bienes Raíces (Miami Real Estate Services) Real estate advisory and brokerage service for the Miami market, specializing in international (Latin American) investors. Includes property identification, analysis, negotiation, legal and financial management support. Properties available from USD 250,000.
Quantifiable outcome
- Assets under administration exceeding USD 3.5 million
- +1 more outcomes
Companies that use Zitiu
Customer profileNamed customers7 records
Segments2 records
Ideal customer profiles2 records
Zitiu technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Zitiu partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Interactive BrokerscorePrimary brokerage platform used for executing client investments in stocks, bonds, ETFs, and other financial instruments
- Charles SchwabcoreMajor brokerage partner providing access to global markets and investment products for client portfolios
Scale indicators3 records
Recent moves5 records
Expansion highlights4 records
Zitiu competitors and assessment
Company assessmentBroad incumbents
- Interactive Brokers: Global low-cost brokerage and one of Zitiu's core strategic partners, providing the execution and custody rails for Zitiu's investment portfolios. While Zitiu wraps its services in personalized advisory, Interactive Brokers' direct-to-consumer offering overlaps with the underlying product access Zitiu resells.
- Wealthsimple: Canadian digital wealth manager offering accessible robo-advisory and brokerage to retail investors. Comparable as a broader-incumbent digital advisory alternative that LatAm-diaspora clients could choose instead of an in-person local advisor like Zitiu.
- Charles Schwab (International): Major US brokerage serving international clients including Latin America. Zitiu's core partnership makes it both a customer (referring clients) and a partial competitor for international LatAm retail investors seeking US market access.
Direct peers
- Trii: Colombian investment app enabling retail investors to buy fractional US equities and ETFs with Spanish-language onboarding. Comparable to Zitiu in targeting LatAm retail clients seeking cross-border investment access through a digital-first experience.
- GBM (Grupo Bursátil Mexicano): Mexico-based retail brokerage and wealth platform offering local and international investment products to Spanish-speaking individuals. Comparable to Zitiu in serving LatAm retail investors seeking diversified, internationally accessible investment solutions with advisory support.
- Kuspit: Mexico-based digital broker and investment platform catering to Spanish-speaking retail investors with mutual funds, ETFs, and stocks. Overlaps with Zitiu in offering accessible advisory/brokerage services to underserved LatAm retail clients.
Emerging players
- Stash: US-based low-minimum investing app targeting retail and first-time investors. Comparable to Zitiu's accessible USD 100/month entry-level savings plan in lowering the barrier to professional investment products for retail clients.
- Acorns: US micro-investing and savings app focused on recurring small-dollar contributions. Overlaps with Zitiu's "Plan de Ahorro Regular" model of building wealth through automated monthly contributions starting from very small amounts.
Regional players
- Compass (real estate): US-based residential real estate brokerage with a strong Miami presence serving international buyers. Comparable to Zitiu's Miami real estate vertical in facilitating property acquisition for Latin American and other non-resident foreign buyers.
Others
- RL360 (RL360 Insurance): International life insurance and savings product provider that is itself a Zitiu partner. Adjacent enabling participant: provides the underlying insurance and investment bond products Zitiu distributes to its LatAm clients.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Zitiu social profiles
Digital presenceZitiu financial estimates
Financial estimateRevenue estimate
Valuation estimate
Zitiu leadership team
Management profileNumber of profiles
Zitiu funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Zitiu M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Zitiu
What does Zitiu do?
Zitiu is a financial advisory firm offering personalized investment planning services through a regular savings plan (Plan de Ahorro Regular) starting at USD 100 per month, with access to mutual funds, ETFs, stocks, and bonds executed via partner platforms. The firm also distributes life insurance products and provides specialized Miami real estate brokerage and advisory services for Latin American investors seeking international property investments from USD 250,000.
Is Zitiu a public or private company?
Zitiu is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Zitiu founded?
Zitiu was founded in 2018. It employs 11 to 50 people.
Where is Zitiu based?
Zitiu is headquartered in San Ignacio, Belize.
How does Zitiu make money?
Three revenue lines are on record. Financial Advisory Services are the primary driver. The others are financial Product Distribution and real Estate Services.
Who are Zitiu's main competitors?
Broad incumbents on record are Interactive Brokers, Wealthsimple and Charles Schwab (International). Direct peers are Trii, GBM (Grupo Bursátil Mexicano) and Kuspit. Emerging players are Stash and Acorns. Compass (real estate) is listed as a regional player. RL360 (RL360 Insurance) is listed as an others.
Does Zitiu have an API?
No public API is recorded for Zitiu.
What industry is Zitiu in?
Zitiu's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 523940 and its SIC code is 6282.