Carpa Family Office

United States Founded: 2021 • Age: 5 yrs
Offers investment management and family services for personalized wealth planning.

About Carpa Family Office

Carpa Family Office is a company based in United States founded in 2021. It operates as a B2C, and Service-based Advisory. Carpa Family Office offers products and services including Investments, Planejamento Patrimonial, and Serviços Familiares. Carpa Family Office operates in a competitive market with competitors including Fidelity Investments, Investec, HSBC, Aviva and BNP Paribas, among others.

  • Headquarter United States
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • Full access to every database India & global coverage, advanced filters and rich profile details
  • Always-on access from your team account Single premium plan for everything you see on the portal

Products & Services of Carpa Family Office

Carpa Family Office offers a comprehensive portfolio of products and services, including Investments, Planejamento Patrimonial, and Serviços Familiares. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Construction of investment portfolios based on client profiles.

Integration of legal and financial tools for asset protection.

Support services to simplify daily life for high-net-worth families.

Funding Insights of Carpa Family Office

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Carpa Family Office

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Carpa Family Office

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Carpa Family Office Comparisons

Employees
+
Add Comparison
Available on Premium

Competitors of Carpa Family Office

Carpa Family Office operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, HSBC, Aviva and BNP Paribas, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Universal banking and financial advisory services are provided globally.
domain founded_year HQ Location
Insurance and asset management services are offered in multiple regions.
domain founded_year HQ Location
Banking & financial service provider
domain founded_year HQ Location
Diversified insurance and asset management services are offered globally.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Carpa Family Office

Frequently Asked Questions about Carpa Family Office

When was Carpa Family Office founded?

Carpa Family Office was founded in 2021.

Where is Carpa Family Office located?

Carpa Family Office is headquartered in United States.

What does Carpa Family Office do?

Carpa Family Office is a multi-family office based in Brazil, delivering customized solutions for wealth management, including portfolio construction, patrimonial planning, and family services. They focus on professionalizing personal finances through integrated processes, serving high-net-worth families with expertise in investments and risk management. Offices are located in São Paulo and Rio de Janeiro.

Who are the top competitors of Carpa Family Office?

Carpa Family Office's top competitors include Fidelity Investments, Investec and HSBC.

What products or services does Carpa Family Office offer?

Carpa Family Office offers Investments, Planejamento Patrimonial, and Serviços Familiares.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available