Vita Partners Consultoria E Investimentos Ltda

What Vita Partners Consultoria E Investimentos Ltda does

Vita Partners Consultoria E Investimentos Ltda (operating as Vita Investimentos) is a Brazilian B2B wealth management platform and accelerator for independent advisory firms, founded in 2016 and headquartered in São Paulo with a US office in Orlando, Florida. The company was founded by Ricardo Guimarães Filho, a former Morgan Stanley and Goldman Sachs executive, to introduce the independent fee-based advisory model to Brazil under the CVM Instruction 596/2 framework. Since 2022, Vita has operated a B2B business unit that provides technology infrastructure, governance and compliance frameworks, asset-allocation research, automated billing, and strategic support to a network of 20+ partner consultancies serving 1,800 families and 100+ consultants across at least 12 Brazilian cities. In 2024 the company exited direct B2C to focus exclusively on this B2B model.

The core offering combines a proprietary multi-custodian portfolio consolidation platform (onshore and offshore visibility across banks and brokerages), a Cambridge-PhD-developed suitability model with four risk dimensions, SEC-registered RIA services for US-resident Brazilian clients via Vita Advisors, LLC, and an in-house asset management capability that supplies partners with feeders, discretionary mandates, and curated fund access. Operating disciplines include wealth planning training, risk and compliance oversight, M&A guidance, talent acquisition support, and structured commercial planning for partners.

The revenue model is multi-pronged: fee-based advisory fees as a percentage of AUM on direct (and historically partner-mediated) clients, revenue sharing with partner consultancies, valuation upside from minority equity stakes of 12.5-20% in partner firms (e.g., FH Advisors 20%, Horizonte Capital 12.5%, plus investidas Cimo Family Office and MZM Wealth), and the Turim strategic partnership that incorporated Vita Family Office into Tori in March 2025. Go-to-market combines direct B2B partnership origination targeting mid-market and enterprise independent advisory firms in Brazil and the US, with content marketing (e-books, newsletter), industry events (Gorila Wealth Trends, Gladstone M&A Conference), and PR in outlets such as Valor Econômico.

Name

Vita Partners Consultoria E Investimentos Ltda

Legal name

Vita Partners Consultoria E Investimentos Ltda

Website

https://vitainvestimentos.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Vita Investimentos is a Brazilian B2B wealth management platform and accelerator that provides technology, governance, and minority-equity-backed strategic support to a network of 20+ independent advisory consultancies serving 1,800 high-net-worth families across Brazil and US-resident clients.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525), Trust, Fiduciary, and Custody Activities (523991)

SIC

Finance Services (6199), Investors, Nec (6799)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Digital/Hybrid RIAs (Robo-Enabled, Tech-Forward) (FSAAACAJ), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Wealth management advisory
• Portfolio consolidation platform
• Independent consultancy accelerator
• Fee-based financial advisory
• Family office services

Headquarters

HQ city

São Paulo

HQ country

Brazil

HQ region

Latin America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Fee-Based Advisory Services: Revenue generated through a percentage-based fee on client assets under management. The Fee-Based model eliminates conflicts of interest by charging directly for advisory services rather than commissions on product sales.
2. Equity Stakes in Partner Firms: Acquisition of minority equity positions (typically 12.5% to 20%) in partner consultancies in exchange for technology, expertise, and strategic support. Includes options to increase participation over time.
3. Shared Revenue Model: Revenue sharing with partner firms without straining their cash flow, combined with minority equity participation while maintaining entrepreneur autonomy.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Vita Partners operates a B2B wealth management platform and accelerator that provides independent advisory firms with technology for multi-custodian portfolio consolidation, asset allocation research, governance and risk management, automated billing, and strategic growth support, in exchange for revenue sharing and minority equity stakes. It also delivers fee-based independent advisory directly to high-net-worth individuals and families (minimum R$1 million), with cross-border coverage through a US-registered RIA.

Product overview

Vita Investimentos operates as a B2B wealth management platform and accelerator for independent consultancies. The core offering is a unified platform combining portfolio consolidation (Gestão e Consolidação), asset allocation and customized solutions, governance and risk management, strategy and growth support, automated billing, and wealth planning services. Key sub-products include a proprietary Suitability Model developed with Cambridge expertise, an Asset Management capability, RIA services for US-resident clients, a chatbot tool for business analysis, and educational content (Vita Insights e-books and newsletter). The company also operates Vita Advisors, LLC as its US-registered investment adviser. The platform is designed to help consultancies scale without complexity, focusing on what matters most: their clients.

Differentiator

Problem solved

Functional benefit

Brands

• Vita Tech: Consultoria - divisão de tecnologia e compliance da Vita

Products and services

• Vita Investimentos Platform Unified B2B wealth management platform for partner consultancies, combining portfolio consolidation, asset allocation, governance/risk management, automated billing, and growth support, enabling consultants to view investments from multiple banks and brokers in one place.
• Gestão e Consolidação (Management and Portfolio Consolidation) Portfolio consolidation module enabling consultants to manage leads, contracts and planning, and to view onshore and offshore investments across different custodians with consolidated personalized reporting.
• Alocação e Soluções Personalizadas (Allocation and Customized Solutions) Research team provides access to best local and global managers and reports to produce recommendations and portfolios by client profile, supporting partner consultancies with allocation decisions.
• RIA (Registered Investment Advisor) Services SEC-registered RIA serving US-resident clients (W9) with direct access and visibility to the US market, its partners and realities, enabling cross-border wealth management advisory.
• Gestão de Ativos (Asset Management) Own asset management capability allowing creation and use of diverse funds and specific mandates, offering feeders and discretionary allocation efficiently to clients and partner consultancies.
• Governança e Gestão de Risco (Governance and Risk Management) Discipline and resilience in risk and compliance management to maintain service levels across all processes and controls; guides partners through governance challenges with programs that foster sustained business growth.
• Estratégia e Crescimento (Strategy and Growth) Provides exclusive training led by major market players, talent acquisition support, best-practice sharing, and leadership and mentorship including strategic and commercial planning, budgeting and tracking.
• Cobrança (Billing) Automated billing process management in BRL or USD, from fee invoice sending to clients, including inclusions and exclusions at the active level to accommodate different commercial agreements.
• Wealth Planning Training, workshops and support materials on wealth-planning practices to elevate partner delivery quality; includes specialized content and technical analysis on legislative updates relevant to patrimonial decisions.
• Ferramenta de Análise de Potencial para Novos Negócios (Business Potential Analysis Tool) Business analysis tool that evaluates the potential of new businesses using real results as premises, helping consultants assess new opportunities.

Quantifiable outcome

• 20+ partner consultancies in network
• +3 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature3 records

Partnerships

Five partnerships are on record, tiered minor, flagship and core.

• Gorila Wealth TrendsminorGTM or Marketing Partner · 1 January 2026Vita Investimentos participated as a sponsor in the 3rd edition of Gorila Wealth Trends 2026, an event bringing together important industry leaders to discuss wealth management market movements in Brazil. CEO Ricardo Guimarães participated in panel discussions on advisory business profiles.
• Turim / TORIflagshipStrategic or Co-development Partner · 1 March 2025In March 2025, Turim (a multi family office) incorporated Vita Family Office into TORI, a newly created entity to serve clients with up to R$100 million in financial assets. Simultaneously, Turim became a minority investor in Vita's B2B operation (accelerator of multifamily offices), which was previously backed by Gorila. This represents a strategic investor change from financial to strategic partner.
• Horizonte CapitalcoreStrategic or Co-development Partner · 1 May 2023Vita acquired 12.5% minority stake in Horizonte Capital, a patrimonial consultancy based in Belém (PA) with presence in São Luís (MA). The partnership includes option to increase stake to 15% in subsequent years. Horizonte manages approximately R$100 million and aims to reach R$500 million AUM. Vita provides technology, allocation expertise, and strategic support for growth.
• FH AdvisorscoreStrategic or Co-development Partner · 1 October 2022Vita acquired 20% minority stake in FH Advisors, a consultancy from Belo Horizonte. The agreement includes possibility of increasing stake or incorporating the group. FH Advisors had approximately R$120 million AUM at the time of partnership.
• Gladstone GroupminorGTM or Marketing PartnerVita participated in the Gladstone Group Annual M&A Conference in Philadelphia, a gathering of key players in the American RIA market. TORI and Vita were the only Brazilian representatives at the event, which focused on growth, M&A, valuation, brand, succession, and the future of independent wealth management.

Scale indicators5 records

Recent moves9 records

Expansion highlights6 records

Direct peers

• Magnetis: Brazilian digital wealth manager using a fee-based, technology-driven model for portfolio management and advisory. Comparable to Vita in fee-based ethos, tech-enabled delivery, and target segment of affluent/HNW Brazilian investors.
• Gorila: Brazilian fintech that started as a portfolio consolidator and expanded into an advisory and consultancy network. Gorila is both a direct peer (portfolio consolidation + open-architecture advisor tooling) and a prior minority investor in Vita, making the business models and target market closely aligned.
• Wealthsimple: Canadian tech-forward RIA offering digital and hybrid wealth management to mass-affluent and HNW clients. Comparable in fee-based, tech-led independent advisory model and in offering both platform tools and discretionary management — analogous to Vita's hybrid tech-plus-partner approach.
• Órama Investimentos: Brazilian independent broker-dealer with an open-architecture platform and a network of independent advisors. Direct peer in offering independent advisors technology, allocation research, and operational support — the same value proposition Vita delivers to its B2B partner network.
• Turim (Grupo Turim): Brazilian multifamily office that became Vita's strategic investor in 2025 (via the Tori entity). Direct peer and strategic partner serving the same HNW/ultra-HNW segment with independent advisory, and the entity behind the inaugural Euromoney 'Brazil's Best Independent Wealth Manager' award.

Regional players

• Empiricus / Vitreo: Brazilian investment management and content-driven wealth platform with proprietary funds and a digital advisory proposition. A regional player in Brazil's independent wealth market competing for the same mass-affluent and HNW segments with a different distribution and product mix.

Broad incumbents

• XP Inc. Brazil's largest independent wealth platform with an open-architecture, advisor-driven model serving millions of clients. While far larger and broader, XP competes directly for the same independent-advisor and HNW segments Vita targets, and represents the dominant scaled incumbent in this space.
• Genial Investimentos: Brazilian broker-dealer and wealth manager with both B2C offerings and platform services for independent advisors. A broader incumbent competing with Vita for the same independent-advisor pool in Brazil.
• BTG Pactual Digital: Investment bank and wealth manager with a large digital advisory and asset management platform in Brazil. Competes with Vita in HNW advisory, portfolio solutions, and recruiting independent advisors, though at vastly greater scale and with proprietary product distribution.

Emerging players

• Facet Wealth: US-based tech-forward RIA providing financial planning and portfolio management through a distributed network of CFP-led advisors. Comparable in that it combines a centralized tech platform with a network of independent advisor relationships, mirroring Vita's B2B accelerator model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@vitainvestimentos
• LinkedInlinkedin.com/company/vitainvestimentos
• Instagraminstagram.com/vitainvestimentos

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries5 records

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 Vita Partners Consultoria E Investimentos Ltda