Warren

Porto Alegre, Brazil Founded: 2014 • Age: 12 yrs
Diversified investment management services are provided to clients.
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About Warren

Warren is a company based in Porto Alegre (Brazil) founded in 2014. It operates as a FinTech, and Subscription Services. Warren has raised $104.51 million across 5 funding rounds from investors including MercadoLibre, Nubank and Hotmart. Warren has completed 1 acquisition, including BoxTi. Warren offers products and services including Warren Life, ETF Portfolio, and Calculadora Life Lite. Warren operates in a competitive market with competitors including Bank of America, S&P Global, Goldman Sachs, FIS and State Street, among others.

  • Headquarter Porto Alegre, Brazil
  • Sectors
    Financial Services
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Renascença Distribuidora De Títulos E Valores Mobiliários Ltda
Operational Areas
Financial Services → Investment Management & Advisory
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $104.51 M (USD)

    in 5 rounds

  • Latest Funding Round
  • Investors
    MercadoLibre

    & 14 more

  • Employee Count
    Employee Count
  • Investments & Acquisitions
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Products & Services of Warren

Warren offers a comprehensive portfolio of products and services, including Warren Life, ETF Portfolio, and Calculadora Life Lite. 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

Personalized financial planning is offered for diverse objectives.

Diversified ETF portfolio is managed with specialized expertise.

Financial scenarios are simulated for strategic investment adjustments.

People of Warren
Headcount 500-1000
Employee Profiles 20
Employee Profiles
People
Juarez Felipe
Analista Backoffice Renda Fixa
People
Leandro Corrêa
Chief Client Officer
People
Tito Gusmão
CEO
People
Caio Vaz (范凯欧)
Partner | Institutional Sales Director

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Funding Insights of Warren

Warren has successfully raised a total of $104.51M across 5 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 5
  • Last Round
  • First Round

    (01 Apr 2019)

  • Investors Count 15
Date Amount Transaction Name Valuation Lead Investors Investors
Oct, 2024 Amount Series C - Warren Valuation RBS Ventures , Nexpon
Jun, 2022 Amount Series C - Warren Valuation

investors

Apr, 2021 Amount Series C - Warren Valuation GIC
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

Investors in Warren

Warren has secured backing from 15 investors, including venture fund and institutional investors. Prominent investors backing the company include MercadoLibre, Nubank and Hotmart. 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.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Media capital services are provided to develop innovative businesses.
Founded Year Domain Location
Investment solutions are provided to scale businesses through media and expertise.
Founded Year Domain Location
Corporate venture capital firm backed by Citi
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Warren

Warren has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include BoxTi. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

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
Acquisitions
Company Name Description Domain Location Founded Year Amount
Software development services are provided by BoxTi to various clients.
2010
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Warren

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

Warren Comparisons

Employees
+
Add Comparison
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Competitors of Warren

Warren 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 Bank of America, S&P Global, Goldman Sachs, FIS and State Street, 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
Commercial banking and asset management services are offered worldwide.
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
domain founded_year HQ Location
Investment banking services are delivered across multiple financial sectors.
domain founded_year HQ Location
Software suites for banks and financial institutions are provided.
domain founded_year HQ Location
Financial services are provided to asset managers worldwide.
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 Warren

Frequently Asked Questions about Warren

When was Warren founded?

Warren was founded in 2014 and raised its 1st funding round 5 years after it was founded.

Where is Warren located?

Warren is headquartered in Porto Alegre, Brazil. It is registered at Porto Alegre, Rio Grande Do Sul, Brazil.

Is Warren a funded company?

Warren is a funded company, having raised a total of $104.51M across 5 funding rounds to date. The company's 1st funding round was a Series C of $55.12M, raised on Apr 01, 2019.

What does Warren do?

Warren is focused on delivering comprehensive wealth management and personalized financial planning solutions. Services are provided in the financial sector, targeting individuals seeking to optimize their investments and achieve long-term goals. Innovative tools like Warren Life and Calculadora Life Lite are utilized to map financial vulnerabilities and simulate various scenarios. Additionally, diversified investment portfolios including ETFs are managed with specialized expertise to cater to a wide range of asset classes such as fixed income, global stocks, gold, and cryptocurrencies.

Who are the top competitors of Warren?

Warren's top competitors include Goldman Sachs, S&P Global and Bank of America.

What products or services does Warren offer?

Warren offers Warren Life, ETF Portfolio, and Calculadora Life Lite.

How many acquisitions has Warren made?

Warren has made 1 acquisition, including BoxTi.

Who are Warren's investors?

Warren has 15 investors. Key investors include MercadoLibre, Nubank, Hotmart, Loft, and Ribbit Capital.

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