About Greytown Advisors
Greytown Advisors is a Technology company based in Miami (United States) founded in 2012 by Marcello Correa and Luis Antonio Samayoa, and was acquired by BTG Pactual US in September 2024. Wealth management and investment services are offered to affluent clients. Greytown Advisors offers products and services including Investment Management, Family Office, and Private Market Investment Program. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its competitors include The Tifin Group, Ascensus and Learnvest; 2 of its 3 listed competitors have raised funding.
Company details
Greytown Advisors was founded in 2012 and is headquartered in Miami, United States. Investment advising and wealth management services are provided, with a focus on asset management and financial consultations. These offerings target high-net-worth families and affluent individuals, supporting their financial needs through tailored strategies in the investment sector. Operations emphasize personalized advisory roles within the wealth management industry.
- Headquarters Miami, United States
- Founders Marcello Correa, Luis Antonio Samayoa
- Stage Acquired
- SectorsTechnology
- Phone•••• ••••
- Website greytownadvisors.com
- Social LinkedIn
- Acquired by BTG Pactual US (Sep 2024)
- Investors
- Acquired byBTG Pactual US
(Sep 2024)
Products & Services of Greytown Advisors
Greytown Advisors offers a comprehensive portfolio of products and services, including Investment Management, Family Office, and Private Market Investment Program.
Service for managing investment assets for clients.
Personalized financial services for family needs.
Program for private market investment opportunities.
Investors in Greytown Advisors
Greytown Advisors has secured backing from 1 investor. Prominent investors backing the company include BTG Pactual US.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Operates an online platform for investment products and services. | 2009 | btgpactual.us | Miami, United States |
Investor details for Greytown Advisors
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People of Greytown Advisors
2 people are tracked at Greytown Advisors (2 in leadership).
| Name | Role | Group |
|---|---|---|
Marcello Correa | Co-Founder | Leadership |
Luis Antonio Samayoa | Co-Founder | Leadership |
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Timeline of Greytown Advisors
2 dated milestones of Greytown Advisors across 12 years, from founding to its latest funding, stage changes and deals.
- Founded Greytown Advisors is founded.
- Exit Acquired by BTG Pactual US.
Competitors of Greytown Advisors
Greytown Advisors has 3 listed competitors in our database, 2 of them funded. They include The Tifin Group, Ascensus and Learnvest.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | AI-enabled financial planning and advisory solutions are provided for individuals. | ||
| ascensus.com | 1980 | Dresher, United States | 5,112 | Retirement, health, and college savings services are administered nationwide. | ||
| learnvest.com | 2009 | New York, United States | $85.75M | 148 | Personal finance management and investment advise |
Detailed competitors of Greytown Advisors
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Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Greytown Advisors (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Greytown Advisors
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Frequently Asked Questions about Greytown Advisors
Greytown Advisors was founded in 2012.
Greytown Advisors is headquartered in Miami, United States. It is registered at Miami, Florida, United States.
Greytown Advisors was founded in 2012 and is headquartered in Miami, United States. Investment advising and wealth management services are provided, with a focus on asset management and financial consultations. These offerings target high-net-worth families and affluent individuals, supporting their financial needs through tailored strategies in the investment sector. Operations emphasize personalized advisory roles within the wealth management industry.
Greytown Advisors's top competitors include The Tifin Group, Ascensus and Learnvest.
Greytown Advisors offers Investment Management, Family Office, and Private Market Investment Program.
Greytown Advisors has 1 investor. Key investors include BTG Pactual US.
Yes. Greytown Advisors was acquired by BTG Pactual US in September 2024.