Arthur Mello e Tharcisio Santos
Partners
Get to know the
e eficiente não é tarefa fácil, mas é o que fazemos na Vita.
Grupo Vita offers a service that helps consultancies expand their capabilities, allowing them to focus on what really matters: your customers.
2016
Início da Vita
Abertura da consultoria focada no público B2C.
2020
RIA
We became a Registered Investment Advisor and opened an office in the United States.
2021
Manager
We opened our own management company.
2022
B2B Partnerships
We started building our network of partner consultancies.
2023
Capitalization
We received investments from an FIP to scale our business model
2024
Partner for B2B
Entry of a member 100% dedicated to the expansion project and relationship with the network.
Operational efficiency isn't just about cutting costs, it's maximize productivity and improve customer experience.
- Million Dollar Financial Advisor, by David J. Mullen Jr.
Our goal is to enhance the efficient growth of our partners, focusing on customer service and the use of technology.
Operational efficiency
Análise de mercado
Business Intelligence
Estratégia Comercial
Operational Efficiency
Nathalie Toquetti
Partner
Management of
Portfolio
Portfolio
We offer a portfolio management system that allows you to manage risks and framework, with simulators and detailed asset projections.
Reports
Consolidated
Consolidated
Our reporting system presents consolidated data for onshore and offshore assets, in different custody, with automated generation and dispatch.
Suitability
Our suitability model has its own methodology and measures tolerance and risk-taking capacity. Sending an automated questionnaire and report.
Collection
Our billing system allows the automation of calculating, issuing, and sending invoices and collections, whether in Brazil or abroad, in real or in dollars, through various payment methods.
Market analysis
Manager
Our management company makes it possible to take care of exclusive funds and managed portfolios, in addition to offering access funds and proprietary allocation funds.
RIA
Vita is a Registered Investment Advisor, and allows us to serve clients resident in the USA (W9), in addition to providing valuable insights about the offshore market.
Allocation
We have a product analysis and allocation team that monitors the market and has access to managers inside and outside Brazil.
Business Intelligence
Ricardo Guimarães Filho
Founder
Governance
We lead our partners along the best paths for the development of their business.
Customer service
A practical and experienced view of customer service, with insights and marketing strategies to close good contracts.
Best Practices
Our partners are guided to develop the best practices in the market.
Estratégia Comercial
Guilherme Galli
Partner
training
We provide exclusive training led by major market players that focus on the entire chain of acquiring new customers.
Tallent Hunting
For the expansion of your commercial area, we follow the process of hiring good professionals in the sector.
Grupo Vita for Brazil
Make connections, map the needs of clients, consultants, and entrepreneurs. Create solutions. This is our project.
Our future
Our market doesn't live in Faria Lima alone. Vita aims to accelerate consultancies in the four corners of Brazil.
Superamos os desafios do mercado de wealth diariamente.