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Top Retirement Planning Companies in Brazil

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19 companies for Retirement Planning in Brazil

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BackOffice Legal Management's Logo

BackOffice Legal Management

Barueri, Brazil

C

51-100 Employees

2014

Key takeaway

Capital Planning emphasizes the importance of security and long-term preparation, aiming to provide peace of mind for you and future generations.

Reference

Core business

BackOffice Capital Planning | Legal Management

DR Asset Planning's Logo

DR Asset Planning

Curitiba, Brazil

C

11-50 Employees

2004

Key takeaway

The company specializes in strategic wealth planning for individuals and companies, making it well-equipped to assist with retirement planning through its expertise in international corporate structures and tax strategies.

Reference

Service

SERVICES – DR Asset Planning

Onze's Logo

Onze

São Paulo, Brazil

C

51-100 Employees

2020

Key takeaway

Onze Corretora de Seguros LTDA. offers a comprehensive solution for retirement planning, emphasizing the importance of building wealth for employees through innovative financial health strategies. With the most complete portfolio of retirement plans in Brazil and access to over 150 investment funds, Onze is dedicated to helping organizations enhance their employees' financial futures.

Reference

Core business

Onze - Previdência Reinventada

A Onze é primeira fintech que traz uma solução de saúde financeira com acumulação de patrimônio para colaboradores da sua empresa, por meio de uma previdência diferente e moderna. Onze, construa o seu melhor futuro.

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JRV Financial Services's Logo

JRV Financial Services

Barueri, Brazil

C

1-10 Employees

2013

Key takeaway

JRV Financial Services offers comprehensive solutions for financial institutions and fintechs, including business consulting and operational infrastructure development. Their expertise in processing solutions and BPO may be valuable for those seeking financial planning and management services.

Reference

Core business

JRV Financial Services - Financial Partnership for Your Business

SPCAP Investimentos's Logo

SPCAP Investimentos

São Paulo, Brazil

C

11-50 Employees

2017

Key takeaway

SPCAP highlights its extensive experience in financial markets and investment advisory, making it well-equipped to assist with retirement planning. Their partnership with XP Investimentos provides access to a comprehensive investment platform, ensuring clients have a wide range of options for securing their financial future.

Reference

Core business

SPCAP | Agentes Autônomos de Investimento XPI

S&P GLOBAL WEALTH's Logo

S&P GLOBAL WEALTH

São Paulo, Brazil

C

1-10 Employees

2018

Key takeaway

S&P Global Wealth offers innovative investment products and high-quality solutions aimed at preserving and growing capital, which is essential for effective retirement planning. Their experienced financial advisors employ a systematic approach to portfolio management, ensuring that both institutional and individual investors can secure their financial futures.

Reference

Core business

S&P Global Wealth

Lifetime's Logo

Lifetime

São Paulo, Brazil

C

101-250 Employees

2011

Key takeaway

Lifetime is dedicated to providing support that enhances your financial journey, including tailored investment strategies that evolve with your life stages. Their broad range of products ensures they can meet the diverse needs of every investor, making them a valuable partner in your retirement planning.

Reference

Core business

Lifetime | Há 11 anos gerando valor para sua vida

Na Lifetime fazemos questão de entender você com profundidade para traçar estratégias eficazes de investimento, que se adequem a cada momento da sua vida.

Ikigai Partners - Multi-Family Office's Logo

Ikigai Partners - Multi-Family Office

Rio de Janeiro, Brazil

C

11-50 Employees

1999

Key takeaway

Ikigai Partners offers expert advice and unique solutions for individuals and families, making it a valuable resource for retirement planning. With a focus on risk management and continuous training, their highly skilled professionals are equipped to identify the best alternatives to meet clients' needs.

Reference

Core business

Ikigai Partners | Ikigai Partners Celebrate 20 Years!

Ikigai Partners is one of the most recognized independent companies, offering expert advice to its customers with differentiated and unique solutions.

Pausare Capital's Logo

Pausare Capital

São Paulo, Brazil

C

1-10 Employees

2019

Key takeaway

Pausare Capital specializes in creating personalized investment portfolios for retirement, capital preservation, and estate planning. Their focus on professional financial advisory and tailored portfolio management addresses the growing need for effective retirement planning solutions.

Reference

Core business

Pausare Capital | Gestão Patrimonial – Empresa de gestão patrimonial especializada na construção de portfólios de investimento personalizados para aposentadoria, preservação do capital e sucessão hereditária; sem qualquer conflito de interesse, mas com total alinhamento a clientes individuais e institucionais.

METIS ADVISORS's Logo

METIS ADVISORS

São Paulo, Brazil

C

1-10 Employees

2017

Key takeaway

The company offers financial advisory services that could be instrumental in retirement planning, leveraging their extensive experience in strategic transactions to support clients in making informed financial decisions. Their independent approach and focus on client success further enhance their ability to guide individuals through the complexities of retirement planning.

Reference

Core business

map-alliance-prov - Metis Advisors


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Information about Retirement Planning in Brazil

When exploring the Retirement Planning industry in Brazil, several key considerations emerge. Regulatory frameworks play a crucial role, as the Brazilian government has implemented various laws and policies to ensure the sustainability of pension systems. Understanding the rules governing private pension funds, tax incentives, and social security benefits is essential for effective planning. The industry faces challenges such as demographic shifts, with an aging population increasing the demand for retirement solutions, and economic fluctuations that impact investment returns. Opportunities abound in creating innovative products tailored to the needs of diverse consumer segments, including lower-income groups and self-employed individuals. Environmental sustainability is becoming increasingly relevant, as socially responsible investments are gaining traction among investors. Furthermore, the competitive landscape is dynamic, with both traditional financial institutions and fintech companies vying for market share, leading to a growing array of retirement planning options. Globally, Brazil's retirement planning sector is influenced by international best practices, and firms must remain adaptable to global economic trends and innovations in financial technology. Staying informed about these aspects is vital for anyone considering involvement in this sector, whether as an investor, advisor, or service provider.


Insights about the Retirement Planning results above

Some interesting numbers and facts about your company results for Retirement Planning

Country with most fitting companiesBrazil
Amount of fitting manufacturers3
Amount of suitable service providers4
Average amount of employees11-50
Oldest suiting company1999
Youngest suiting company2020

Frequently asked questions (FAQ) about Retirement Planning Companies

Some interesting questions that has been asked about the results you have just received for Retirement Planning

Based on our calculations related technologies to Retirement Planning are Education, Engineering Services, IT & Technology Services, Healthcare Services, Consulting

The most represented industries which are working in Retirement Planning are Finance and Insurance, Judiciary, Consulting, Electronics and Electrical engineering, IT, Software and Services

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Retirement Planning results by various countries

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