About Consenso Aconselhamento Patrimonial
Consenso Aconselhamento Patrimonial is a company based in Sao Paulo (Brazil) founded in 2003 by Daniel Auerbach was acquired by UBS in May 2017.. Consenso Aconselhamento Patrimonial operates in a competitive market with competitors including S&P Global, Bank of America, State Street, Goldman Sachs and FIS, among others.
- Headquarter Sao Paulo, Brazil
- Founders Daniel Auerbach
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Sectors
Financial Services
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Phone
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Website
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Social
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Funding Insights of Consenso Aconselhamento Patrimonial
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investors in Consenso Aconselhamento Patrimonial
Consenso Aconselhamento Patrimonial has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include UBS. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Financial services are provided globally by UBS for wealth management.
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Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Consenso Aconselhamento Patrimonial
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Consenso Aconselhamento Patrimonial
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Consenso Aconselhamento Patrimonial Comparisons
Competitors of Consenso Aconselhamento Patrimonial
Consenso Aconselhamento Patrimonial 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 S&P Global, Bank of America, State Street, Goldman Sachs and FIS, 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 |
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Commercial banking and asset management services are offered worldwide.
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Financial services are provided to asset managers worldwide.
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Investment banking services are delivered across multiple financial sectors.
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Software suites for banks and financial institutions are provided.
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Diversified investment management services are provided to clients.
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Consenso Aconselhamento Patrimonial
Frequently Asked Questions about Consenso Aconselhamento Patrimonial
When was Consenso Aconselhamento Patrimonial founded?
Consenso Aconselhamento Patrimonial was founded in 2003.
Where is Consenso Aconselhamento Patrimonial located?
Consenso Aconselhamento Patrimonial is headquartered in Sao Paulo, Brazil.
What does Consenso Aconselhamento Patrimonial do?
Consenso Aconselhamento Patrimonial was founded in 2003 by Daniel Auerbach and is headquartered in Sao Paulo, Brazil. Operations focus on the financial services sector, where wealth management and patrimonial counseling are delivered to clients. Services encompass advisory on asset allocation, investment strategies, and estate planning. The firm operates primarily within the Brazilian market, supporting individual and institutional investors with tailored financial guidance.
Who are the top competitors of Consenso Aconselhamento Patrimonial?
Consenso Aconselhamento Patrimonial's top competitors include Goldman Sachs, S&P Global and Bank of America.
Who are Consenso Aconselhamento Patrimonial's investors?
Consenso Aconselhamento Patrimonial has 1 investor. Key investors include UBS.
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