Company Information

Get to know SOMMA Assessoria de Investimentos

Founded in 2011 in Niterói, Rio de Janeiro, SOMMA Assessoria de Investimentos has grown into one of Brazil's leading investment advisory firms. As a key partner of BTG Pactual, the largest investment bank in Latin America, SOMMA provides personalized financial advisory and comprehensive wealth management services. Their mission is to help clients achieve their financial goals through tailored investment strategies, portfolio management, and dedicated financial planning for individuals, families, and businesses.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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SOMMA Assessoria de Investimentos

Brazil

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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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.