Maralto Capital | modalmais

Name

Maralto Capital | modalmais

Legal name

A MARALTO CAPITAL ASSESSORIA DE INVESTIMENTOS LTDA

Website

https://maraltocapital.com.br

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Miscellaneous Intermediation (52391)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYFSAAAAAO

Investor Education, Research & Portfolio Analytics Services (Retail)

Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management

SECONDARYBPAHADAG

Capital Raising Advisory (Debt/Equity/Private Capital)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Strategy & Corporate Finance Advisory

Keywords

• Investment advisory services
• Wealth management advisory
• M&A advisory
• Capital markets consulting
• Portfolio management advisory

Headquarters

HQ city

São Paulo

HQ country

Brazil

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Services: Maralto Capital generates revenue as an accredited advisor of XP Investimentos, earning commissions or fees from the distribution of investment products and financial services offered through the XP Investimentos platform. The firm provides advisory services for investments and business capital solutions.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Maralto Capital operates as an accredited investment advisory office of XP Investimentos, delivering personalized investment advisory and business capital consulting services through two integrated service lines. Maralto Investimentos provides investment strategy and planning across short, medium, and long-term horizons for individual clients, including access to XP Private funds and XP Asset managed portfolios. Maralto Capital provides advisory for business owners covering M&A, debt and equity capital markets, structured credit, project financing, and special situations.

Product overview

Maralto Capital is an investment advisory firm operating as two integrated service lines: Maralto Investimentos provides personalized investment advisory services for individual investors, covering national and international products, strategic analysis, and portfolio management with exclusive funds through XP Private and managed portfolios via XP Asset; Maralto Capital provides business growth advisory services for entrepreneurs, including capital markets advisory (debt and equity), M&A, special situations, structured credit, and project financing solutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Maralto Investimentos (Soluções em Investimento)

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/ DistributorMaralto Capital operates as an accredited investment advisory office of XP Investimentos, maintaining a distribution partnership for financial products. The firm is officially registered as 'Escritório Credenciado à XP Investimentos' and maintains a contract for distribution of financial products with XP Investimentos Corretora de Câmbio, Títulos e Valores Mobiliários S.A.

Scale indicators1 record

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• Genial Investimentos: Genial is a Brazilian full-service investment platform offering wealth management, capital markets, and corporate advisory — overlapping with both Maralto's individual advisory and corporate advisory (M&A, ECM, DCM) services.
• Órama Investimentos: Órama is a Brazilian multi-product investment platform serving retail and mass-affluent investors with advisory, funds, and brokerage — a broader incumbent that overlaps with Maralto's retail wealth advisory segment.
• Guide Investimentos: Guide is a large, established Brazilian investment platform offering brokerage, advisory, asset management, and wealth services — overlapping with Maralto's investment advisory offering but at significantly larger scale with proprietary infrastructure.
• Banco BTG Pactual: BTG Pactual is Brazil's largest independent investment bank with wealth management, asset management, and corporate advisory divisions — a broad incumbent whose wealth and corporate-advisory businesses directly compete with Maralto's two service lines at scale.

Direct peers

• Alpes Investimentos: Alpes is an XP-accredited investment advisory office serving Brazilian HNW clients with similar advisory-led distribution of XP products, making it a directly comparable peer in scale, model, and geographic focus.
• Giant Steps Investimentos: Giant Steps is an XP-credentialed investment advisory firm in Brazil targeting HNW individuals and entrepreneurs with portfolio management and exclusive fund access — directly comparable to Maralto Investimentos in both platform affiliation and target clientele.
• Acqua Investimentos: Acqua Investimentos is another accredited advisory office of XP Investimentos in Brazil, offering personalized investment advisory and wealth planning services to individual and corporate clients — directly comparable to Maralto's two service-line model under the same XP platform.
• Brava Investimentos: Brava is an XP-accredited investment advisory firm in Brazil providing portfolio management and exclusive product access to affluent clients — directly comparable to Maralto in distribution model and target segment.
• BlueStar Investimentos: BlueStar is a São Paulo-based XP-credentialed advisory office focused on wealth management for entrepreneurs and executives — closely comparable to Maralto's HNWI entrepreneur segment and platform dependency.

Emerging players

• Vitra Capital: Vitra is a smaller Brazilian investment and advisory firm focused on corporate finance and capital markets solutions for mid-market businesses — comparable to Maralto Capital's M&A and DCM/ECM advisory offering at a similar emerging scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/maralto-capital
• Instagraminstagram.com/maraltocapital

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Maralto Capital | modalmais