Bossa Invest

RevisaPrev is a technology company focused on retirement review and pension planning services. It employs innovative technology to assess and optimize retirement plans, helping clients recover their financial dignity and rectify errors in their retirement benefits.

Money Education, located near New Orleans, Louisiana, specializes in developing, designing, and publishing textbooks and reference materials tailored for the financial industry. The company focuses on upper-level university students and business professionals seeking a thorough understanding of financial planning, particularly those preparing for the national CFP certification examination. Its portfolio includes easy-to-read and practical texts on tax, financial planning, and money management, ensuring that users benefit from clear and updated financial education. Founded and managed by experienced financial industry experts and academics, many of whom have collaborated with the CFP Board, Money Education's content reflects a real-world perspective that enhances its curriculum development, consulting services, and financial research activities.

Vista Fintech connects financial planners with clients using technology. Vista is a platform that manages plans and dreams, automatically updates investments, and organizes and consolidates numerous personal financial planning difficulties. They also provide patrimony, indebtedness, and financial stability.

Personal Finance Plans are a type of financial education Fintech that caters to both individuals (B2C) and businesses (B2B) (B2B2C). Thousands of consumers are served all around Brazil. Their team works with clients online and on a one-on-one basis to help customers plan, manage, and handle their money, whether it's to pay off debts, save, or invest.

Allara helps individuals and families achieve their life goals and retire on the date they choose with financial independence.

INCO is a digital platform for electronic real estate investing that provides tools to analyze, monitor, and report on investments and enables investors to access residential, commercial, and industrial real estate opportunities. The platform offers information about real estate projects and their financial background to support informed investment decisions, with a focus on diversifying exposure, improving liquidity, and increasing transparency in real estate assets.

Founded in 2016, Zoe Financial is a New York-based company that connects individuals with independent, fiduciary financial advisors. It screens advisors based on qualifications, expertise, and client-advisor ratio to ensure personalized financial planning.

Fincent is a modern finance firm offering an AI-powered platform for small and mid-sized businesses. It provides comprehensive financial services including bookkeeping, tax management, bill pay, invoicing, financial projections, budgeting, and reimbursements, all accessible through a single dashboard.

Trii is a fintech company focused on democratizing access to the stock market for retail investors in Latin America. It offers a mobile application that allows individual users to buy and sell shares easily and efficiently. By reducing the costs associated with retail transactions, Trii enables investors to automate investing processes that were previously labor-intensive and costly. The company's platform aims to simplify investment for a broader audience, promoting financial inclusion and enhancing the investment experience for users in the region.

LiST is a Data Science company focused on developing advanced models for accurately predicting mortality/longevity risks and other medical outcomes by utilizing LLMs, Generative AI, NLP and Deep Learning. The LiST team comprises highly skilled and experienced professionals, including AI experts, medical underwriters, actuaries, and medical doctors. LiST's models are specifically tailored for the Longevity economy, covering sectors such as insurance, retirement planning, annuities, long-term care, and preventative care. LiST gained traction and success in these sectors and is continuously attracting increased interest due to the scalability and accuracy of their models.

LiST is a Data Science company focused on developing advanced models for accurately predicting mortality/longevity risks and other medical outcomes by utilizing LLMs, Generative AI, NLP and Deep Learning. The LiST team comprises highly skilled and experienced professionals, including AI experts, medical underwriters, actuaries, and medical doctors. LiST's models are specifically tailored for the Longevity economy, covering sectors such as insurance, retirement planning, annuities, long-term care, and preventative care. LiST gained traction and success in these sectors and is continuously attracting increased interest due to the scalability and accuracy of their models.

Personal Finance Plans are a type of financial education Fintech that caters to both individuals (B2C) and businesses (B2B) (B2B2C). Thousands of consumers are served all around Brazil. Their team works with clients online and on a one-on-one basis to help customers plan, manage, and handle their money, whether it's to pay off debts, save, or invest.

INCO is a digital platform for electronic real estate investing that provides tools to analyze, monitor, and report on investments and enables investors to access residential, commercial, and industrial real estate opportunities. The platform offers information about real estate projects and their financial background to support informed investment decisions, with a focus on diversifying exposure, improving liquidity, and increasing transparency in real estate assets.

INCO is a digital platform for electronic real estate investing that provides tools to analyze, monitor, and report on investments and enables investors to access residential, commercial, and industrial real estate opportunities. The platform offers information about real estate projects and their financial background to support informed investment decisions, with a focus on diversifying exposure, improving liquidity, and increasing transparency in real estate assets.

Starship is a financial technology company based in New York City, established in 2016. It focuses on creating a mobile health savings account (HSA) platform that integrates savings, investing, and health-tracking tools. The application allows users to conveniently manage their health savings through automated investing in index funds, streamlined reimbursements, and a user-friendly mobile interface. Additionally, it offers features such as receipt management, card management, and family account oversight, facilitating tax-free healthcare expenses and promoting financial wellness. Starship aims to simplify the process of saving and investing for healthcare needs, making it accessible and efficient for users.

Fynn provides private loan services and a financial assistance platform that supports students pursuing trade and vocational education. The company underwrites students based on future potential rather than conventional credit metrics, and seeks to align its interests with schools and students to promote success from enrollment through employment. By offering financially accessible loans, Fynn aims to remove barriers to education and help borrowers achieve long-term financial stability through targeted, career-oriented training.

Public Holdings, Inc. is a financial technology company that offers a social investing platform, allowing users to engage in fractional trading of stocks and exchange-traded funds (ETFs). Founded in 2018 and headquartered in New York, the platform enables individuals to invest with any amount of money while fostering a community where users can connect with friends, follow trading professionals, and share investment strategies. Public provides commission-free brokerage services, making the stock market accessible to a wider audience. The company's emphasis on social interaction and community learning distinguishes it from traditional trading platforms, as users can explore interest-based themes and gain insights from experts and peers. Public Holdings, Inc. also maintains a presence in Copenhagen, Denmark.

Alto Solutions provides an online platform designed to facilitate self-directed individual retirement accounts (IRAs), enabling users to invest in a variety of alternative assets. The company offers several solutions, including Alto IRA for general investing, Checkbook+ IRA for real estate investments with check-writing control, and Alto CryptoIRA for direct cryptocurrency trading via Coinbase. Additionally, Alto Solutions provides a dashboard for managing clients, accounts, and investments, as well as assistance in determining investment eligibility and identifying financial trust companies for asset custody. The company serves wealth managers, investors, registered investment advisors, real estate owners, and entrepreneurs. Founded in 2015, Alto Solutions is based in Nashville, Tennessee.

Catch is a Boston-based company that designs a personal benefits platform aimed at freelancers, contractors, and workers without employer-sponsored benefits. Established in 2016, Catch provides a range of financial solutions, including tax withholding, retirement savings plans, health insurance, and student loan refinancing. The platform allows users to conduct benefit checkups, link bank accounts, and create personalized financial plans, helping individuals build a comprehensive safety net for their financial stability and security. By leveraging data-driven insights, Catch enables users to take control of their financial needs and manage their wealth effectively in an evolving work landscape.

INCO is a digital platform for electronic real estate investing that provides tools to analyze, monitor, and report on investments and enables investors to access residential, commercial, and industrial real estate opportunities. The platform offers information about real estate projects and their financial background to support informed investment decisions, with a focus on diversifying exposure, improving liquidity, and increasing transparency in real estate assets.

Facet Wealth is a financial technology company that specializes in personalized financial planning services. The company offers comprehensive solutions tailored to individual needs and goals, focusing on various aspects of a client's financial life, including investments, retirement planning, and tax strategies. By leveraging advanced technology, Facet Wealth aims to streamline the financial planning process, making it more efficient and accessible for clients. The company emphasizes a holistic approach to financial advice, ensuring that all relevant factors are considered in the planning process. Through its innovative services, Facet Wealth strives to enhance the client experience and facilitate informed decision-making in personal finance.

Gro is an app that provides financial services, digital accounts, and savings. Offer customers products with reasonable prices, diversified business models, and benefits that are very beneficial to investors. is a private asset manager that specializes in investing in funds.

Starship is a financial technology company based in New York City, established in 2016. It focuses on creating a mobile health savings account (HSA) platform that integrates savings, investing, and health-tracking tools. The application allows users to conveniently manage their health savings through automated investing in index funds, streamlined reimbursements, and a user-friendly mobile interface. Additionally, it offers features such as receipt management, card management, and family account oversight, facilitating tax-free healthcare expenses and promoting financial wellness. Starship aims to simplify the process of saving and investing for healthcare needs, making it accessible and efficient for users.

AlphaFlow, Inc. is a technology-driven investment company based in San Francisco, California, with an additional office in New York. Founded in 2015, AlphaFlow operates an online investment platform focused on real estate assets, specifically providing professionally managed portfolios of real estate loans to institutional investors and accredited individuals. The platform underwrites loans from residential real estate lenders nationwide, utilizing over 50 evaluation factors to identify optimal investment opportunities. By automating best practices in investment management, including diversification and data analytics, AlphaFlow allows investors to benefit from a simplified and intelligent approach to real estate investing without the high fees associated with traditional methods. This enables clients to build and manage diversified investment portfolios across multiple states and loan types, offering access to previously inaccessible asset classes while generating high-income streams through debt-based real estate investments.

MoneyFarm is a financial services company that offers an online wealth management platform designed to help individuals manage their investments effectively and transparently. The platform provides personalized financial advisory services, allowing users to create investment portfolios tailored to their financial goals and risk tolerance. MoneyFarm focuses on enabling customers to monitor their investments and recommending adjustments to maintain balanced portfolios. Through its innovative approach, the company aims to grow and protect wealth in a cost-effective manner.

Altruist operates a digital investment platform that supports financial advisors in delivering more affordable and accessible independent financial advice. The platform helps advisors serve clients more efficiently by automating research, identifying issues, and streamlining operations, enabling better-informed money decisions. By reducing costs and improving efficiency, Altruist aims to expand access to high-quality financial planning for millions of people while supporting thousands of financial professionals.

Bitwise is a crypto-specialist asset manager serving individuals, investment managers, and institutions seeking exposure to the cryptocurrency market. The firm offers a broad platform of investment solutions focused on crypto assets, including cryptocurrency index funds and single-asset funds designed to be liquid, low-cost, and secure. It provides yield and alpha strategies, multi-strategy approaches, and separately managed accounts, as well as onchain staking and bitcoin-related investment products, enabling clients to access opportunities aligned with their objectives. By combining specialized crypto expertise with rigorous risk controls, Bitwise acts as a specialist partner that helps diverse investors navigate the crypto space with rules-based exposure and efficient administration.

Satoshi Investimentos is an investment management firm focused on crypto-coins and ICOs. Through its platform you can request deposits, withdrawals, create a fictitious deposit and still track your income in real time, without having to wait hours or days to know how your position is. The company was founded in 2017 and is based in Porto Alegre, Brazil.

ByeBnk Holding S/A is a Brazilian company that provides innovative financial solutions leveraging blockchain technology. Founded in 2015 and headquartered in Belo Horizonte, with an additional office in São Paulo, ByeBnk offers a digital wallet through its ByeBnk app. This platform enables users to send money to individuals and businesses, pay bills, and exchange various currencies, including cryptocurrencies. The app is designed with a user-friendly interface, making it accessible for a wide range of users, including banks, retailers, service providers, and smartphone users. ByeBnk also features an investment platform that facilitates investment in the U.S. market, allowing users to easily open accounts and manage their investments through autopilot options or selected portfolios. The company aims to streamline financial transactions and enhance user experience by providing quick payments, low-rate credit and debit cards, and transparent asset management.

Backed by capital from Andreessen Horowitz, Y Combinator, and QED, OpenInvest was founded in 2015 with a core focus on helping advisors unlock the true impact of their clients’ investments. On June 29, 2021, J.P. Morgan announced that it has entered into a definitive agreement to acquire OpenInvest. OpenInvest will retain its own brand and be integrated into J.P. Morgan’s Private Bank and Wealth Management client offerings

ARK Ventures is a capital syndicate that focuses on investing alongside its own resources in a diverse portfolio of companies. It facilitates investment opportunities for its network, allowing friends and partners to participate in equity, security tokens, or other forms of participation. The company manages these investments through Special Purpose Vehicles (SPVs), charging a fixed management fee and carried interest. ARK Ventures provides options for investors to either receive tokens upon their public release or liquidate them as per their requests. The firm has engaged in various recent deals, including investments in notable entities such as Telegram, 22X Fund, Academy, Menlo One, MetaCert, Good Money, and Codex Protocol.

MoneyFarm is a financial services company that offers an online wealth management platform designed to help individuals manage their investments effectively and transparently. The platform provides personalized financial advisory services, allowing users to create investment portfolios tailored to their financial goals and risk tolerance. MoneyFarm focuses on enabling customers to monitor their investments and recommending adjustments to maintain balanced portfolios. Through its innovative approach, the company aims to grow and protect wealth in a cost-effective manner.

Gro is an app that provides financial services, digital accounts, and savings. Offer customers products with reasonable prices, diversified business models, and benefits that are very beneficial to investors. is a private asset manager that specializes in investing in funds.

Real Valor is a Brazilian company that operates a digital financial management platform focused on investment portfolio analytics. As a subsidiary of Empiricus Research, it offers users an intuitive tool to manage their investments effectively. The platform provides a comprehensive view of the investor's portfolio, allowing for the analysis of consolidated investments, market comparisons, and profitability on each transaction. This cloud-based solution empowers users to gain greater visibility into their investment activities, helping them make informed decisions to enhance their overall financial performance.

Kinvo is a Brazilian company that develops an investment platform designed to help users track and analyze their investments in one consolidated location. The platform provides a range of features, including portfolio consolidation, performance projections, and detailed analytics. Users can organize their investment portfolios, monitor dividend notifications, and assess the sensitivity and risk associated with various financial products. By offering these services, Kinvo enables investors to make informed financial decisions and optimize their investment strategies.

Backed by capital from Andreessen Horowitz, Y Combinator, and QED, OpenInvest was founded in 2015 with a core focus on helping advisors unlock the true impact of their clients’ investments. On June 29, 2021, J.P. Morgan announced that it has entered into a definitive agreement to acquire OpenInvest. OpenInvest will retain its own brand and be integrated into J.P. Morgan’s Private Bank and Wealth Management client offerings