angular investimentos | safra invest

What angular investimentos | safra invest does

Angular Investimentos (legal name: ANGULAR ASSESSORIA DE INVESTIMENTOS LTDA, CNPJ 56.320.780/0001-01) is a São Paulo–based private investment advisory firm registered with the Brazilian securities regulator (CVM) under Resolution CVM 178/2023. It operates as a credentialed partner office of Safra Invest, the investment segment of Banco Safra, and serves high-net-worth individuals, patrimonial families, and corporate/entrepreneurial clients through an invitation-only, relationship-driven advisory model. Its core offering is fee-based wealth advisory, with a dedicated premium tier (Angular Signature) for HNWI and patrimonial families, and a corporate-solutions vertical for business owners.

The firm distributes and services clients through Banco Safra's ecosystem, including the Safra app and digital platform, Open Finance-enabled onboarding, and Safra's broader product shelf — encompassing domestic and offshore investment solutions, Safra Cripto Selection (curated crypto exposure), and adjacent credit lines such as agricultural credit. Content and thought leadership are delivered through the "Iniciativas Angular" program. The firm is small (1–10 employees per public signals) and no revenue, AUM, or funding-round data is disclosed.

Name

angular investimentos | safra invest

Legal name

ANGULAR ASSESSORIA DE INVESTIMENTOS LTDA

Website

https://angularinvestimentos.com.br

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Angular Investimentos is a São Paulo–based, CVM-registered investment advisor operating as a credentialed Safra Invest partner office, serving high-net-worth individuals, patrimonial families, and entrepreneurs through invitation-only wealth management and corporate advisory.

Ownership category

akta.pro rank

Product category

Wealth Management & Investment Advisory

NAICS

Portfolio Management and Investment Advice (52394), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

Keywords

• Investment advisory services
• Wealth management
• Private banking
• Estate planning advisory
• Corporate financial solutions

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

Revenue model

1. Investment Advisory Fees: As a licensed investment advisor (Assessoria de Investimentos) registered with CVM and credentialed through Safra Invest, Angular generates revenue through advisory fees and commissions on financial products distributed to clients.
2. Financial Product Distribution: Revenue from distributing Safra's product portfolio including fixed income, variable income, funds, private credit, insurance, and corporate banking products.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Angular Investimentos is a licensed Brazilian investment advisory firm (Assessoria de Investimentos) operating as a credentialed partner office of Safra Invest, the investment segment of Banco Safra. It delivers personalized investment advisory, wealth planning, and corporate financial solutions across two tracks: 'Para Você' (individuals/HNWI) offering wealth management, succession planning, banking, offshore, and insurance; and 'Para Empresas' (corporate clients) offering credit, trade finance, agricultural credit, and holding structures. Services are delivered through dedicated investment advisors on an invitation-only basis.

Product overview

Angular Investimentos is a premium investment advisory firm partnered with Safra Invest (Banco Safra's investment segment). The company offers a comprehensive suite of services structured around two main tiers: a core Wealth Management advisory service for individual investors and an elite Angular Signature program for high-net-worth clients and family estates. The product portfolio includes investment products (fixed income, variable income, investment funds, private pension, public offerings, Treasury Direct, cryptocurrency, and offshore solutions), corporate services (credit solutions, trade finance, agricultural credit, and holding structures), and banking services (Safra First accounts, foreign exchange, insurance, and Open Finance integration). The offerings leverage Safra's 180-year institutional strength while providing personalized curatorial advisory and succession planning.

Differentiator

Problem solved

Functional benefit

Brands

• Angular Signature: Premium wealth management service offering personalized architectural strategies for high-net-worth individuals, featuring governance, global curation, and intergenerational planning.

Products and services

• Angular Signature Premium wealth management service offering personalized patrimonial architecture, governance frameworks, and continuous global curation for high-net-worth individuals and family estates. Delivered through a four-stage methodology (Encounter, Planning, Monitoring, Legacy) with authorial architecture and inter-generational planning.
• Wealth Management (Para Você) Comprehensive 360-degree investment advisory service for individual clients covering personalized follow-up, succession planning, risk management, banking integration, offshore exposure, insurance, and access to Safra's asset management and research.
• Offshore Solutions International investment solutions for clients seeking global asset diversification and offshore structuring, available through the Safra platform.
• Safra First Premium banking account with exclusive benefits including VIP lounge access, Safra Rewards points program, and preferential rates for credit and vehicle financing, available to qualifying individual clients.
• Investment Product Distribution (Renda Fixa, Renda Variável, Fundos, Previdência, Ofertas Públicas, Tesouro Direto, Cripto) Curated access to Safra's investment product universe: fixed income (CDB, Títulos Públicos, LCI, LCA, Crédito Privado), variable income (stocks, structured operations, futures), investment funds (open platform with renowned asset managers), private pension with succession planning, public offerings (debentures, CRIs, CRAs, IPOs), Treasury Direct, and indirect cryptocurrency exposure (Safra Cripto Selection).
• Corporate Credit Solutions Business financing solutions for corporate clients including working capital (capital de giro), guaranteed accounts (conta garantida), invoice discounting (desconto de duplicatas), and BNDES/FINAME financing.
• Trade Finance (Câmbio) Foreign trade financing including ACC/ACE export financing, FINIMP import financing, and export/import letters of credit for business clients engaged in international trade.
• Agricultural Credit (Crédito Rural) Agribusiness financing including CPR (Cédula do Produtor Rural), commercial financing, Funcafé, industrialization credit, and Pronaf/Pronamp programs for rural and agribusiness clients.
• Holding Patrimonial Property holding structure advisory for family wealth protection and succession with reduced inheritance costs and risks, serving corporate and entrepreneurial clients.
• Banking and Insurance Services Full banking services (foreign exchange, credit cards, Safra app), insurance products, and health plan access for individuals, families, and businesses distributed through the Safra partnership.
• SafraPay Safra's card payment machine solution for debit and credit card transactions, available to business clients.

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

Feature2 records

Partnerships

One partnership is on record.

• Banco Safra / Safra InvestcoreChannel Partner/ Reseller/ DistributorAngular Investimentos is a credentialed partner office of Safra Invest, the investment advisory segment of Banco Safra (4th largest private bank in Brazil with 180+ years of heritage). Angular operates as a licensed investment advisor (Assessoria de Investimentos) registered with CVM and authorized to distribute Safra's complete product portfolio including investments, banking, credit, insurance, and forex services.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• XP Investimentos: Brazil's largest independent investment advisory and wealth platform offering advisory, wealth management, asset management and corporate solutions — directly comparable product mix and target segments to Angular, but at vastly greater scale.
• Genial Investimentos: Brazilian investment platform and broker offering advisory, research and a curated product shelf across fixed income, equities, funds and offshore — overlaps almost entirely with Angular's product mix and HNWI focus.
• Warren Investimentos: Brazilian digital investment advisory and wealth platform offering curated portfolios, advisory and open-fund access — comparable to Angular's advisory-plus-curation model, albeit more digital-first and mass-affluent.
• Rico Investimentos: Brazilian investment platform offering advisory, research, fixed income, equities, funds and corporate solutions, with a similar CVM-registered advisory storefront comparable to Angular's structure.
• Guide Investimentos: Independent Brazilian investment advisory with curated portfolios, wealth advisory and family-office-style services — closely mirrors Angular's HNWI, succession and governance positioning.

Broad incumbents

• BTG Pactual Digital / Wealth Management: Brazilian investment bank with a large wealth management and advisory franchise serving HNWI and family offices with proprietary funds, research and corporate solutions — broader portfolio and proprietary products than Angular.
• Itaú Private Bank / Personalité: Brazil's largest private bank serving HNWI with personalized advisory, succession planning, offshore structures and full corporate solutions — comparable target client (HNWI/family wealth) but anchored to a top-tier incumbent bank.
• Bradesco Private Bank: Private banking arm of Bradesco serving wealthy individuals and family businesses with advisory, succession, offshore access and corporate solutions — directly competes for the same HNWI segment Angular targets.

Emerging players

• Inter Investimentos: Brazilian digital bank and investment platform bundling advisory with banking, credit and FX for HNWI and emerging affluent — comparable bundled wealth-plus-banking proposition but delivered through a digital bank channel.
• C6 Bank / C6 Investimentos: Brazilian digital bank offering investment advisory, fixed income, funds, carbon-credit and offshore products targeting mass-affluent and emerging-HNWI — comparable advisory-plus-bundling model, growing toward Angular's segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@SafraBanco
• LinkedInlinkedin.com/company/angularinvestimentos
• Instagraminstagram.com/angularinvestimentos

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

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 →

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