Company Information

Get to know Conveste Serviços Financeiros

Conveste Serviços Financeiros is a Brazilian firm of autonomous investment agents (Assessor de Investimento) registered with the CVM (Brazilian Securities and Exchange Commission) and exclusively linked to BTG Pactual, the largest investment bank in Latin America. Founded in 2022, the company's mission is to provide personalized and sophisticated financial advisory services, offering clients access to a diverse range of investment products. They focus on understanding each client's unique financial goals to build customized investment strategies with transparency and expertise.

Industry

Financial Financial AdvisementPRIMARY
Financial Banking
Financial Other Service

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Conveste Serviços Financeiros

Brazil

Founded in

2014 (12 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.