Latin America Invest

What Latin America Invest does

Latin America Invest is a Miami-headquartered wealth management and investment advisory firm founded in 1995 by Dr. Damián Valenzuela Mayer. The company delivers portfolio administration, asset management, and legal/tax planning services to high-net-worth individuals, family offices, and institutional clients, with custody held at qualified international banks in Switzerland, Luxembourg, Monaco, and the United States. It operates through wholly-owned offices in Miami, Mexico City, Madrid, and Montevideo, plus teams referenced in Lisbon and London, covering North America, South America, and Europe. The legal entity, Latin America Invest Corp., was consolidated under its US structure in 2008.

The firm runs a diversified investment model allocating roughly one-third each across real estate/property rights, listed securities on world exchanges, and monetary instruments. Its core product line consists of four risk-tiered wealth management offerings (Happy Savings, Steady Gain, Accompanied Growth, and Advised Wealth) supported by an online platform providing currency/commodities quotations, global stock indices, a macroeconomic calendar via partnership with Investing.com España, a financial calculator, and a debt amortization system supporting French, German, and Direct repayment methods. FY2021 revenue totaled approximately $82 million, generated from heritage administration fees ($20M, recurring), success/performance fees ($48M, transaction-based, the largest stream), and legal/tax planning services ($14M, professional services), yielding net profit of $6.5M that was retained in a reserve fund.

Latin America Invest's go-to-market combines direct enterprise field sales structured as legal mandates with CEO-led thought leadership, including CNN interviews, Capital magazine features, and participation in forums such as the Global Youth Leadership Forum, Latino Impact Summit, and World Chambers Congress. In 2022 the firm launched the Africa Invest project under a $100 million raise and a strategic alliance with the CE-CPLP business council to extend the model into Portuguese-speaking African countries focused on agriculture, real estate, industry, commerce, and services. Day-to-day oversight of Latin American operations was concurrently transitioned to a triumvirate of international directors to free the founder-CEO for the African initiative.

Name

Latin America Invest

Legal name

Latin America Invest Corp.

Website

https://latinamericainvest.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Latin America Invest is a Miami-based wealth management firm offering portfolio administration, asset management, and legal/tax planning to high-net-worth individuals, family offices, and institutional clients across the Americas and Europe.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Investment Management Advisory (RIA) (FSAEAAAB)

akta.pro secondary industry

Real Assets — Operating Platforms & Direct Investments (FSAAAKAL)

Keywords

• Wealth management services
• Investment advisory
• Portfolio management
• Asset management
• Financial planning

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Wealth/Heritage Administration: Portfolio administration and management fees. Closed 2021 with $20 million in revenue from heritage administration services.
2. Success Fees: Performance-based fees tied to successful investment outcomes. Generated $48 million in 2021 revenue, representing the largest revenue stream.
3. Legal and Tax Planning: Legal and fiscal advisory services, including structuring of businesses, tax planning, and compliance. Grew nearly 100% in 2021 due to demand from left-leaning governments in Latin America. Generated $14 million in 2021.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Latin America Invest is a wealth management and investment advisory firm that designs and actively manages diversified portfolios across real estate, listed securities, and monetary instruments for high-net-worth individuals, family offices, and institutional investors. The firm operates through four risk-profile-aligned products (Happy Savings, Steady Gain, Accompanied Growth, and Advised Wealth) and supplements investment management with legal and fiscal planning, tax structuring, and cross-border compliance services delivered under mandate structures across multiple jurisdictions.

Product overview

Latin America Invest offers a unified wealth management platform with four core investment profile products (Happy Savings, Steady Gain, Accompanied Growth, and Advised Wealth) designed for clients across conservative, moderate, and aggressive risk profiles. The platform provides integrated online services including currency/commodities trading, stock market indices, macroeconomic calendar, financial calculator, and debt calculation system. The company manages portfolios with custody in qualified international banks in Switzerland, Luxembourg, Monaco, and the United States, and designs legal and accounting structures for heritage protection, investment leveraging, and equity planning.

Differentiator

Problem solved

Functional benefit

Brands

• Africa Invest: Brand focused on investment opportunities in African markets, particularly Portuguese-speaking African countries (Angola, Mozambique, Guinea-Bissau, Santo Tomé and Príncipe)
• Happy Savings
• Steady Gain
• Accompanied Growth
• Advised Wealth

Products and services

• Happy Savings Wealth management product designed for conservative profile investors seeking secure growth with personalized attention from Latin America Invest's advisory team.
• Steady Gain Wealth management product for moderate to conservative profile clients offering secure growth with unlimited earning potential and personalized attention.
• Accompanied Growth Wealth management product for aggressive to moderate profile clients featuring coordinated management with the customer, unlimited earning potential, and personalized attention.
• Advised Wealth Wealth management service that adapts to conservative, moderate, or aggressive profiles where customer decisions are advised by Latin America Invest.
• Legal and Tax Planning Services Legal and fiscal advisory services including business structuring, tax planning, and compliance support delivered across multiple jurisdictions for Latin America Invest's wealth management clients. Generated $14 million in 2021, with revenue growing nearly 100% year-over-year due to demand driven by left-leaning governments in Latin America.

Quantifiable outcome

• Portfolio grew vegetatively more than 14% in 2021
• +3 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Community of Portuguese Language Countries (CPLP) / CE-CPLPcoreStrategic or Co-development Partner · 1 January 2022Strategic partnership for Africa expansion through the CE-CPLP (Business Council of the CPLP). Focus on four key sectors: agriculture, industry, commerce, and services. CE-CPLP includes associations from Angola, Cabo Verde, Guinea-Bissau, Mozambique, Santo Tomé and Príncipe, and Timor-Leste as priority destinations for the Africa Invest initiative.

Scale indicators6 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Itau Private Bank: Banco Itaú's private banking arm serves HNW and family office clients across Latin America with discretionary portfolio management, wealth structuring, and multi-asset advisory. Like Latin America Invest, it targets cross-border LatAm wealth with local market access; however, it operates at substantially larger scale with full banking licenses.
• BTG Pactual Wealth Management: BTG Pactual's wealth management division manages billions for HNW individuals and family offices across Brazil and other Latin American countries, offering discretionary portfolio management, alternative investments, and estate structuring. It is one of the largest and most comparable Latin-American-focused wealth platforms to Latin America Invest's franchise.
• Credicorp Capital Wealth Management: Credicorp Capital serves HNW and family office clients across Peru, Chile, Colombia, and other Andean markets with portfolio advisory and wealth structuring services. It competes for the same Latin American HNW client base with multi-jurisdictional offerings analogous to Latin America Invest's cross-border positioning.

Broad incumbents

• Julius Baer: Swiss-based global wealth manager with significant Latin American HNW client penetration, offering discretionary portfolio management and cross-border wealth structuring. It serves the same target market as Latin America Invest but at vastly larger scale and with a more diversified international book.
• Lombard Odier: Geneva-based private bank with a strong Latin American (particularly Hispanic) HNW client franchise and offices in key European wealth centers. Comparable in cross-border wealth advisory for LatAm-origin capital and use of Switzerland/Luxembourg custody structures, but at much greater scale and breadth.
• Pictet Group: Swiss private bank and asset manager with deep Latin American HNW relationships and multi-jurisdictional wealth structuring capabilities (Switzerland, Luxembourg, Monaco). Comparable to Latin America Invest in custody geographies and target client base, but with global scale and broader investment solutions.
• Banco Bilbao Vizcaya Argentaria (BBVA) Wealth Management: BBVA's private banking arm serves HNW clients across Spain, Mexico, Argentina, and other Latin American markets with discretionary portfolio management and wealth planning. Competes directly for Latin American HNW clients seeking cross-border banking and investment solutions.
• Santander Private Banking: Global private banking arm of Santander Group with strong Latin American and Spanish HNW presence, offering discretionary portfolio management, estate planning, and cross-border wealth structuring. Comparable in target client demographics and Spanish-language advisory capabilities.

Regional players

• Banco BPI / BPI Wealth Management: Portuguese bank with strong ties to Lusophone markets (Brazil, Angola, Mozambique) and a private banking franchise serving HNW and family office clients. Highly relevant as a comparison for Latin America Invest's CPLP strategy and Africa expansion into Portuguese-speaking African markets.

Emerging players

• Stonehage Fleming Family Office: Independent multi-jurisdictional family office and wealth advisor with strong South African and European roots, serving HNW families with cross-border investment advisory and succession planning. Comparable as a smaller, founder-influenced, multi-jurisdictional wealth advisory competing against global incumbents for HNW mandates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/user/Latinamericainvest
• Facebookfacebook.com/LatinAmericaInvest
• Xx.com/LAInvest
• LinkedInlinkedin.com/company/latin-america-invest-corp.

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries3 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 Latin America Invest