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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
SuperRico - Projetos de Vida
São Paulo, Brazil
C
11-50 Employees
2014
Key takeaway
SuperRico offers educational content, tools, and access to financial planners, focusing on retirement planning by helping individuals understand the assets needed for financial independence. Their platform enables users to simulate savings and visualize their financial goals, ultimately providing recommendations to achieve long-term financial well-being.
Reference
Core business
Plataforma de Planejamento Financeiro - SuperRico
PREVICOB
Conceição da Barra, Brazil
C
1-10 Employees
-
Key takeaway
The text highlights the recent engagement of the President of PREVICOB, Alex Moura, with newly retired public servants, emphasizing the importance of transparency and effective planning for beneficiaries. PREVICOB provides information on the retirement benefits payment schedule for 2025, which is crucial for retirement planning.
Reference
Core business
PREVICOB – Instituto de Previdência Social dos Servidores Públicos de Conceição da Barra
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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
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.
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
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
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
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.
MARCELI RODRIGUES
São Paulo, Brazil
C
1-10 Employees
-
Key takeaway
The company emphasizes its expertise in retirement planning, highlighting 13 years of experience in helping clients navigate the complexities of securing their desired retirement. They address common fears and uncertainties about the retirement process and are dedicated to fighting for clients' rights to a well-deserved retirement.
Reference
Core business
Aposentadoria B - Advogada Previdenciário.
FACÍL ACESSO! AO LADO DO METRÔ SÃO LUCAS. Você tem dúvidas, incertezas e medo de não se aposentar? Fique tranquilo, sou especialista com 13 anos de experiência em aposentadoria e posso te ajudar. https://www.youtube.com/watch?v=rwixscR729s PRECISO DE AJUDA ” Se Você Está Buscando… LOAS Revisão da Vida Toda Benefício Negado Pelo INSS Aposentadoria Por Idade Aposentadoria […]
Technologies which have been searched by others and may be interesting for you:
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.
Some interesting numbers and facts about your company results for Retirement Planning
| Country with most fitting companies | Brazil |
| Amount of fitting manufacturers | 3 |
| Amount of suitable service providers | 4 |
| Average amount of employees | 11-50 |
| Oldest suiting company | 2004 |
| Youngest suiting company | 2020 |
Some interesting questions that has been asked about the results you have just received for Retirement Planning
What are related technologies to Retirement Planning?
Based on our calculations related technologies to Retirement Planning are Education, Engineering Services, IT & Technology Services, Healthcare Services, Consulting
Which industries are mostly working on Retirement Planning?
The most represented industries which are working in Retirement Planning are Finance and Insurance, Judiciary, Consulting, Administration, Electronics and Electrical engineering
How does ensun find these Retirement Planning Companies?
ensun uses an advanced search and ranking system capable of sifting through millions of companies and hundreds of millions of products and services to identify suitable matches. This is achieved by leveraging cutting-edge technologies, including Artificial Intelligence.