Marco Investimentos

Marco Investimentos is an investment advisory firm that operates as a partner of XP Investimentos, offering personalized financial solutions for both individuals and corporate clients. The company was founded on January 8, 2019, by Felipe Santos and Vinícius Crisel, starting in a small 20-square-meter office within a coworking space in Rio Grande before moving to Pelotas. Thales Nobrega and Diego Cavalheiro are also partners in the firm.

The firm provides a range of investment products, including fixed income, stocks, investment funds, real estate funds, and private pension plans. For its corporate clients, Marco Investimentos offers a suite of solutions such as foreign exchange, collateralized credit, derivatives for hedging, and access to capital markets. The company's advisory model is built on eliminating conflicts of interest and placing the client's needs at the forefront to build long-term, trust-based relationships. By April 2024, the company managed over R$2.3 billion in assets for more than 6,000 families across Brazil.

To foster growth and talent within the financial sector, Marco Investimentos partnered with XP to create MarcoLab, a training and development tool for new investment advisors, with the goal of training a thousand new professionals by 2025. This initiative is part of its mission to democratize access to the financial market. In August 2021, the firm secured R$6.5 million in a funding round to enhance its platform and support this training program. The company has expanded its physical presence with offices in several cities, including Porto Alegre, Novo Hamburgo, and Joinville.

Keywords: investment advisory, financial consulting, asset management, XP Investimentos partner, private banking, corporate financial solutions, fixed income, stock market, investment funds, wealth management, financial planning, capital markets, derivatives, foreign exchange, client-centric advisory, financial education, MarcoLab, investment training