MeuPortfolio

MeuPortfolio is a Brazilian financial software company that developed a SaaS platform for wealth management. Founded in 2019 and headquartered in São Paulo, the platform focuses on investment consolidation, asset analysis, and business process outsourcing. It enables clients to manage diverse investment portfolios, including assets from different banks, real estate, and cryptocurrencies, all in one place.

The company's primary clients are B2B, including banks, brokerage firms, Autonomous Investment Agents (AII), and Family Offices. The business model is based on recurring revenue from these clients who utilize the platform for managing over R$5 billion in assets. The platform was developed to provide performance, high availability, and scalability for the financial market.

The founding CEO, Felipe Bossolani, has over 15 years of experience in developing financial market systems, having previously been the CTO and partner of a consultancy focused on Private Banking and Wealth Management for major banks like Bradesco and Itaú.

In March 2022, MeuPortfolio was acquired by Warren Investimentos, a Brazilian investment house. The acquisition aimed to integrate MeuPortfolio's consolidation technology into Warren's platform, offering a comprehensive wealth overview previously accessible only to high-net-worth individuals. The entire 20-person team from MeuPortfolio joined Warren as part of the acquisition, which also supports Warren's Open Banking initiatives.

Keywords: wealth management, investment consolidation, SaaS platform, FinTech, asset analysis, B2B financial software, portfolio management, investment platform, Brazilian fintech, open banking, family office solutions, investment reporting