Monetus
Acquisition in 2021
Monetus is an investment management company in Brazil that focuses on enhancing the financial well-being of its clients. By integrating advanced technology, design, and data, Monetus offers a streamlined investment experience that is accessible, profitable, and secure. The company employs principles of behavioral economics and modern portfolio theory, along with machine learning, to create diversified investment portfolios tailored to individual client goals. Additionally, Monetus provides personalized recommendations based on thorough analysis of investor profiles and objectives, ensuring that clients are well-equipped to manage, protect, and grow their wealth effectively.
Mobills
Acquisition in 2021
Mobills is a personal finance management application that assists users in tracking their financial activities. Established in 2013 by David Mosiah and Carlos Terceiro, the app was developed to address the common issue of mismanaging monthly finances. It enables users to record transactions and visualize their spending through graphs and reports, facilitating better financial analysis. Initially launched for Android, Mobills has expanded its availability to Web and iOS platforms, ensuring that user data is securely synced in the cloud. With over 1 million downloads on the Google Play Store, Mobills aims to promote financial education and help users effectively manage their expenses and savings.
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