Inversiones & Reservas S.a.

What Inversiones & Reservas S.a. does

Inversiones & Reservas S.A. — Puesto de Bolsa is a Dominican Republic securities brokerage firm that initiated operations on January 13, 2014 as a subsidiary of Grupo Reservas, the Dominican financial conglomerate with more than 75 years of operating history. The company is registered with the Superintendencia de Valores de la República Dominicana under number SVPB-13, is a member of the Bolsa de Valores de la República Dominicana (BVRD), and is certified as a Sujeto Obligado by the Unidad de Análisis Financiero (UAF) for anti-money laundering compliance. It serves two customer segments: non-professional individual investors (its primary segment) and corporate investors, all within the Dominican Republic.

The firm's product portfolio spans Central Bank fixed-income securities, Ministry of Finance treasury bonds (1-15 year tenors in DOP and USD), corporate fixed-income, structured products, and portfolio administration services, distributed through a network of certified securities brokers (Corredores de Valores) and the proprietary "Inversiones en Línea" online platform — positioned as the first and only online investment tool in the Dominican Republic. The platform supports online trading, account management, bill payment, and electronic document signing, with encrypted data transmission and integration with CEVALDOM for custody, clearing, and settlement under Delivery-versus-Payment.

Revenue is generated primarily through brokerage commissions (up to 2% on primary and secondary market transactions for both individuals and corporates), account opening and maintenance fees (up to DOP 5,000 per account), custody fees (~0.01% monthly on average balance for local and international securities), and unit-priced transaction fees on derivatives, fixed-income, and equity instruments. The company is privately held by Tenedora Banreservas S.A. and Seguros Reservas S.A., with no external funding rounds disclosed, and has no public ticker.

Name

Inversiones & Reservas S.a.

Legal name

Inversiones & Reservas, S. A. – Puesto de Bolsa

Website

https://inversionesreservas.com

Company type

Private

Founded year

2014

Operating status

Operating

Short description

Inversiones & Reservas is a Dominican Republic securities brokerage (Puesto de Bolsa) and subsidiary of Grupo Reservas, offering online trading of government and corporate fixed-income securities to individual non-professional investors and corporate clients across the Dominican Republic.

Ownership category

akta.pro rank

Product category

Securities Brokerage

NAICS

Investment Banking and Securities Intermediation (52315), Securities and Commodity Contracts Intermediation and Brokerage (5231)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit) (BPAHAOAD)

Keywords

• Securities brokerage services
• Online investment platform
• Fixed income securities
• Portfolio administration services
• Corporate investment advisory

Headquarters

HQ city

Santo Domingo

HQ country

Dominican Republic

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Brokerage Commissions: Commissions on buy and sell transactions in the primary and secondary market for both individual (PF) and corporate (PJ) clients. Fees charged as percentage of transaction value.
2. Account Services: Fees for account opening, certifications, account maintenance, and administrative services
3. Custody Services: Custody fees based on monthly average balance for both local and international securities
4. Securities Operations: Fees for various securities operations including margin loans, pledged asset execution, ownership changes, and payment management

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Inversiones & Reservas is a Dominican securities brokerage (Puesto de Bolsa) that intermediates the purchase and sale of fixed-income and structured securities issued by the Central Bank, the Ministry of Finance, and private corporations, executed through its proprietary "Inversiones en Línea" online trading platform and a network of certified brokers. The firm also provides portfolio administration services and advisory for the structuring and placement of public securities offerings, mergers, and acquisitions.

Product overview

Inversiones & Reservas S.A. operates as a securities brokerage (Puesto de Bolsa) offering a unified product portfolio centered on the Inversiones en Línea digital platform. The platform provides online securities trading capabilities alongside a range of fixed-income investment products including Central Bank titles (Títulos Valores Central), Ministry of Finance bonds (Títulos Valores del Ministerio de Hacienda), corporate bonds (Títulos Corporativos), and structured products (Productos Estructurados). The offering is complemented by portfolio administration services and advisory services for securities structuring and placement.

Differentiator

Problem solved

Functional benefit

Brands

• Inversiones en Línea: Online trading platform for buying and selling investments in the Dominican securities market from any device with internet connection.

Products and services

• Inversiones en Línea A proprietary online trading platform that allows clients to buy and sell securities in the Dominican Republic's capital market from any internet-connected device, access investment offers, place orders, manage accounts, view statements, and execute bill payments, with encrypted data transmission and electronic signature capability.
• Títulos Valores Central

Quantifiable outcome

• First and only online investment tool in the Dominican Republic

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature3 records

Partnerships

Five partnerships are on record, tiered core.

• Superintendencia de Valores de la República Dominicana (SIV)coreOthers · 3 May 2005Regulatory oversight and authorization body for the securities market in the Dominican Republic. Inversiones & Reservas is registered under number SVPB-13 in the Securities Market Registry, authorized by the First Resolution of the National Securities Council dated May 3, 2005.
• Bolsa de Valores de la República Dominicana (BVRD)coreOthersStock exchange of the Dominican Republic where Inversiones & Reservas operates as a member brokerage (Puesto de Bolsa). The company executes securities transactions through this organized market.
• CEVALDOM (Depósito Centralizado de Valores)coreTechnology or IntegrationCentral Securities Depository providing custody, transfer, clearing and settlement services for securities traded in the Dominican market. The company works with CEVALDOM for electronic book-entry registration and settlement of securities operations.
• Banco Central de la República Dominicana (BCRD)coreOthersCentral Bank of the Dominican Republic, issuer of Central Bank securities that form part of the investment products offered by Inversiones & Reservas.
• Ministerio de Hacienda de la República DominicanacoreOthersMinistry of Finance of the Dominican Republic, issuer of government bonds that are part of the investment product portfolio offered to clients.

Scale indicators4 records

Recent moves7 records

Expansion highlights4 records

Direct peers

• Universal de Valores: Dominican Republic securities brokerage offering trading and custody services in the BVRD market. Comparable as a direct Puesto de Bolsa competitor with similar regulatory standing and product breadth for retail and institutional clients.
• Inversiones Popular: Securities brokerage subsidiary of Grupo Popular (Banco Popular Dominicano), the largest private bank in the DR. Comparable as a captive brokerage offering similar products (Central Bank, MoF, corporate securities) and competing for the same non-professional investor segment.
• Bravo Capital Inversiones: Dominican Puesto de Bolsa focused on retail and institutional brokerage and investment management. Comparable as a regulated local broker competing in the same securities market with overlapping product set and target segments.
• BHD Valores: Securities brokerage affiliate of BHD León / Banco BHD in the Dominican Republic. Comparable as a captive bank-affiliated Puesto de Bolsa competing for the same Dominican investor base with similar fixed-income and structured product offerings.
• Parallax Valores: Dominican Republic Puesto de Bolsa providing securities brokerage, custody, and investment advisory services. Comparable as a regulated domestic competitor operating in the same BVRD market and targeting overlapping retail and corporate investor segments.
• JM Mercado de Valores: Dominican Republic securities brokerage (Puesto de Bolsa) and part of the JMMB Group. Directly comparable as a regulated local broker offering trading, custody, and portfolio services to Dominican retail and institutional investors through physical and digital channels.

Emerging players

• GBM (Grupo Bursátil Mexicano): Mexican online brokerage offering self-directed trading platforms for retail investors across multiple asset classes. Comparable as an emerging digital-first broker whose technology-led model represents the trajectory Inres's online platform is pursuing in the DR.

Broad incumbents

• BTG Pactual: Major Latin American investment bank and broker-dealer with operations across multiple countries. Comparable as a broad incumbent offering investment banking, securities brokerage, and asset management that could expand into or compete for Dominican institutional and HNW business.
• Scotiabank Colpatria / Scotiabank Dominican Republic Brokerage: International banking group with Dominican brokerage operations. Comparable as a broader incumbent offering securities services as part of a wider banking franchise rather than a standalone brokerage specialist.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights2 records

Customer concentration

• Xtwitter.com/InvReservas
• Facebookm.facebook.com/InvReservas
• Instagraminstagram.com/invreservas?igshid=1i11hmvpy1mza
• LinkedInlinkedin.com/company/invreservas

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles21 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 Inversiones & Reservas S.a.