We're looking for a partner

We want to build the portfolio platform for Latin America's wealth managers: AI-native and made for this region. The product is live; we're looking for who to scale it with.

US platforms charge basis points on AUM and don't understand the exchange rate, the local tax office and offshore accounts. Local tools are spreadsheets and single-custodian portals. We come from the other side of the counter: investors running our own multi-custodian book, not commission sellers.

  • The productA read-only consolidated book per client and one view across the firm. It's already live.
  • The businessSubscription software for the region's wealth managers, family offices and banks, priced by assets under management.
  • The partnerSomeone who brings what we don't have: distribution among wealth managers, capital, licenses or regulatory structure.
  • UsInternational, technical founders with the same problem as any firm's clients.
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Let's talk

Tell us what you can bring and what you expect from the project. An email is enough.

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