Warren

Warren

Investment broker and asset manager that offers a complete platform with the best investment experience.

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DateInvestorsAmountRound
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Media For Equity
Total Funding000k

Financials

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Revenues, earnings & profits over time
USD2019
Revenues0000
EBITDA0000
Profit0000
EV0000
EV / revenue00.0x
EV / EBITDA00.0x
R&D budget0000

Source: Dealroom estimates

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More about Warren
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Warren is a Brazil-based fintech startup that operates in the financial services industry. The company offers a comprehensive range of investment services to its clients, which include individual investors and businesses. Warren's primary market is Brazil, but its services extend to international investments as well.

The company's business model is centered around providing a platform for efficient investment. It offers a variety of investment options, including Treasury Direct, fixed income securities, and stock exchange investments. Warren's team of Certified Financial Planner (CFP®) professionals, managers, and investment specialists guide clients through their financial journey, helping them make informed investment decisions.

In addition to these investment services, Warren also offers private pension solutions, insurance, foreign exchange services, consortiums, and credit. The company's wealth management experience through managed portfolios gives clients access to funds from the most renowned managers in the market.

Warren generates revenue through fees charged for its services. These fees may be based on the amount of money invested, the type of investment, or the specific services used. The company's focus on a wide range of investment options and financial services positions it as a one-stop-shop for clients' financial needs.

Keywords: Fintech, Investment Services, Financial Planning, Wealth Management, Brazil, Treasury Direct, Fixed Income Securities, Stock Exchange, Private Pension Solutions, Managed Portfolios.

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Investments by Warren

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DTVM Renaissance
BUYOUT by Warren Sep 2021
MeuPortfolio
ACQUISITION by Warren Mar 2022
Box Tecnologia
ACQUISITION by Warren Jan 2022
Amaril Franklin
ACQUISITION by Warren Jan 2025